[High- tech LED reporter / Zhao Hui] Dry Photo Optoelectronics (300102.SZ) "unavailing" lighting æ¸ With the successful bidding for the establishment of Yangzhou Longyao Optoelectronics Assets and Packaging Lighting Application Subsidiary.
On the afternoon of December 11th, Ganzhao Optoelectronics announced that the company recently completed the registration of the industrial and commercial registration of the newly established wholly-owned subsidiary Xiamen Ganzhao Lighting Co., Ltd. with a registered capital of 50 million yuan.
The business scope of the subsidiary is mainly the R&D and production of LED lighting products, the R&D and production of packaging and application products of optoelectronic devices, and the provision of related technical consultation and services; the import and export of various commodities and technologies.
According to the previous announcement, the Board of Directors of Ganzhao Optoelectronics reviewed and approved the “Proposal on Establishing a Subsidiary for Foreign Investment†on August 7, 2013, and agreed to establish a wholly-owned subsidiary with a self-investment of no more than RMB 60 million.
"The establishment of a lighting application subsidiary is optimistic about the current huge LED lighting market prospects." Lin Zhaohui, deputy general manager and director of the company, said that on the other hand, Ganzhao Optoelectronics has the advantages of technology and capital to further expand packaging and lighting applications. It is also a matter of course.
Bidding for the glory display chip RGB matching molding
Just before the termination of the agreement on the equity transfer of Dongguan Zhoulei Electronics Co., Ltd., Ganzhao Optoelectronics successfully bid for Yangzhou Longyao Optoelectronics Technology Development Co., Ltd. at No. 8 Dongfenghe West Road, Economic Development Zone, Yangzhou City, Jiangsu Province. A batch of real estate, ground attachments and self-organizer equipment.
Yangzhou Longyao is the base of Shanghai Lanbao in Jiangsu. Due to poor management, Shanghai Lanbao has been seized. Long Yao has already withdrawn from the chip market in 2012. There are 6 Ai Siqiang 31 MOCVD machines, mainly producing blue-green optical epitaxial chips.
Previously, the main business of Ganzhao Optoelectronics was the red and yellow light chip, which did not enter the blue-green market.
“Guangzhao Optoelectronics adheres to the market of red and yellow light, and there is limited room for growth in the market.†A senior brokerage analyst said that in the case that the capacity of red and yellow light is difficult to expand significantly, and the price of chips continues to decline, the net profit of dry photo is also decreasing. Expected.
According to the financial report, the operating income of Ganzhao Optoelectronics in the first three quarters was 33,714,800 yuan, a year-on-year increase of 22.47%, and the net profit attributable to shareholders of listed companies was 77.74 million yuan, down 11.21% year-on-year.
In addition, as the main business of dry photo optoelectronics, the red and yellow optical epitaxial chips are mainly used for display and other products. At present, the domestic display industry has entered a stage of mature development, the market is oversaturated and the competition is becoming more and more cruel. In the past one or two years, several display companies with a revenue of hundreds of millions of dollars have fallen into the dilemma of the capital chain break, and finally closed down.
In addition to the decline in prices, dry photo optoelectronics in the red and yellow optical chip market has also encountered market players including Taiwanese manufacturers Jingyuan Optoelectronics, Liansheng Optoelectronics, Huashang Optoelectronics and mainland Sanan, Inspur Huaguang and other chip companies.
Taiwan's chip factory, represented by Jingdian, occupies more than 60% of the global red light market. Domestic Sanan Optoelectronics has also accelerated its expansion in the red chip market in the past two years. With its scale advantage, Sanan Optoelectronics In the chip market, the price of the butcher knife has been raised, and the price of the red-yellow chip market has been directly impacted.
At present, the fastest-growing full-color display in the display industry requires the use of red, blue and green chips. Manufacturers are more willing to choose chip companies with full-color products, and dry photos are in the market due to the lack of blue-green chips. Unfavorable position.
"At present, the RGB package is first used, and the lighting market is too competitive." Lin Xiaohui said when he was interviewed by institutional investors to discuss the purchase of the Yangzhou factory. If you do a Blu-ray chip later, you will consider adding a new machine.
Lighting subsidiary intends to integrate industry chain
Since 2013, with the rapid start of the lighting market demand, it has also driven the sales of midstream packaging and upstream lighting chips.
Based on the logic of lighting demand to drive market space, the order of benefits for LED industry companies will be from downstream demand, then to the midstream of the industry, and then to the upstream chip field. Since last year, a number of LED midstream companies have become lighting subsidiaries, expanding the industry chain to downstream lighting applications, with the intention of sharing the feast of LED lighting.
Ganzhao Optoelectronics also said that in recent years, governments at all levels have issued relevant industry support policies. Policy promotion is an important factor in the rise of the industry's prosperity. At the same time, with the continuous improvement of LED light efficiency and cost reduction, it is expected to be LED lighting. Further penetration has played a positive role. As the semiconductor lighting technology continues to mature, the performance of LED lighting fixtures increases and the cost decreases, the prospects for the LED lighting market will gradually emerge. LEDs will gradually enter large-scale applications in residential, commercial, transportation, factories, automotive taillights, landscape lighting, military and other fields.
Previously, in November 2012, Ganzhao Optoelectronics Co., Ltd. established a wholly-owned subsidiary, Xiamen Ganzhao Optoelectronics Technology Co., Ltd., to promote packaging and lighting business and EMC.
"At present, the company's packaged product book is a lighting device, a light strip product." Lin Xiaohui said that the packaging business is gradually being gradually done, and now research lighting products, and began to promote the market. Package and lighting, combined with technology companies and lighting companies. EMC will be a bit single, not big, do it first.
As for the channel for lighting applications, Lin Xiaohui said that in the future, the main consideration is to export-oriented, while considering cooperation with large shopping malls, and does not rule out e-commerce channels.
Due to the lower barriers to LED lighting, the number of companies producing LED lighting continues to grow, while prices are declining, and competition in the LED lighting market will become increasingly fierce.
“In 2014, there may be overcapacity in the lighting market.†Lin Xiaohui said that the company is worried that the risk is too high and it will delay the rapid expansion.
This uncertainty in lighting applications may be the main reason why Zhan Zhao Optoelectronics has been slow to expand.
[Note: This article is the exclusive report of Gaogong LED . Please reprint the agreement in advance. For legal reprint, please refer to: Gaogong LED copyright maintenance - "Anti-infringement action" statement will be deemed to be illegally reprinted, this website will be held legally responsible! 】
On the afternoon of December 11th, Ganzhao Optoelectronics announced that the company recently completed the registration of the industrial and commercial registration of the newly established wholly-owned subsidiary Xiamen Ganzhao Lighting Co., Ltd. with a registered capital of 50 million yuan.
The business scope of the subsidiary is mainly the R&D and production of LED lighting products, the R&D and production of packaging and application products of optoelectronic devices, and the provision of related technical consultation and services; the import and export of various commodities and technologies.
According to the previous announcement, the Board of Directors of Ganzhao Optoelectronics reviewed and approved the “Proposal on Establishing a Subsidiary for Foreign Investment†on August 7, 2013, and agreed to establish a wholly-owned subsidiary with a self-investment of no more than RMB 60 million.
"The establishment of a lighting application subsidiary is optimistic about the current huge LED lighting market prospects." Lin Zhaohui, deputy general manager and director of the company, said that on the other hand, Ganzhao Optoelectronics has the advantages of technology and capital to further expand packaging and lighting applications. It is also a matter of course.
Bidding for the glory display chip RGB matching molding
Just before the termination of the agreement on the equity transfer of Dongguan Zhoulei Electronics Co., Ltd., Ganzhao Optoelectronics successfully bid for Yangzhou Longyao Optoelectronics Technology Development Co., Ltd. at No. 8 Dongfenghe West Road, Economic Development Zone, Yangzhou City, Jiangsu Province. A batch of real estate, ground attachments and self-organizer equipment.
Yangzhou Longyao is the base of Shanghai Lanbao in Jiangsu. Due to poor management, Shanghai Lanbao has been seized. Long Yao has already withdrawn from the chip market in 2012. There are 6 Ai Siqiang 31 MOCVD machines, mainly producing blue-green optical epitaxial chips.
Previously, the main business of Ganzhao Optoelectronics was the red and yellow light chip, which did not enter the blue-green market.
“Guangzhao Optoelectronics adheres to the market of red and yellow light, and there is limited room for growth in the market.†A senior brokerage analyst said that in the case that the capacity of red and yellow light is difficult to expand significantly, and the price of chips continues to decline, the net profit of dry photo is also decreasing. Expected.
According to the financial report, the operating income of Ganzhao Optoelectronics in the first three quarters was 33,714,800 yuan, a year-on-year increase of 22.47%, and the net profit attributable to shareholders of listed companies was 77.74 million yuan, down 11.21% year-on-year.
In addition, as the main business of dry photo optoelectronics, the red and yellow optical epitaxial chips are mainly used for display and other products. At present, the domestic display industry has entered a stage of mature development, the market is oversaturated and the competition is becoming more and more cruel. In the past one or two years, several display companies with a revenue of hundreds of millions of dollars have fallen into the dilemma of the capital chain break, and finally closed down.
In addition to the decline in prices, dry photo optoelectronics in the red and yellow optical chip market has also encountered market players including Taiwanese manufacturers Jingyuan Optoelectronics, Liansheng Optoelectronics, Huashang Optoelectronics and mainland Sanan, Inspur Huaguang and other chip companies.
Taiwan's chip factory, represented by Jingdian, occupies more than 60% of the global red light market. Domestic Sanan Optoelectronics has also accelerated its expansion in the red chip market in the past two years. With its scale advantage, Sanan Optoelectronics In the chip market, the price of the butcher knife has been raised, and the price of the red-yellow chip market has been directly impacted.
At present, the fastest-growing full-color display in the display industry requires the use of red, blue and green chips. Manufacturers are more willing to choose chip companies with full-color products, and dry photos are in the market due to the lack of blue-green chips. Unfavorable position.
"At present, the RGB package is first used, and the lighting market is too competitive." Lin Xiaohui said when he was interviewed by institutional investors to discuss the purchase of the Yangzhou factory. If you do a Blu-ray chip later, you will consider adding a new machine.
Lighting subsidiary intends to integrate industry chain
Since 2013, with the rapid start of the lighting market demand, it has also driven the sales of midstream packaging and upstream lighting chips.
Based on the logic of lighting demand to drive market space, the order of benefits for LED industry companies will be from downstream demand, then to the midstream of the industry, and then to the upstream chip field. Since last year, a number of LED midstream companies have become lighting subsidiaries, expanding the industry chain to downstream lighting applications, with the intention of sharing the feast of LED lighting.
Ganzhao Optoelectronics also said that in recent years, governments at all levels have issued relevant industry support policies. Policy promotion is an important factor in the rise of the industry's prosperity. At the same time, with the continuous improvement of LED light efficiency and cost reduction, it is expected to be LED lighting. Further penetration has played a positive role. As the semiconductor lighting technology continues to mature, the performance of LED lighting fixtures increases and the cost decreases, the prospects for the LED lighting market will gradually emerge. LEDs will gradually enter large-scale applications in residential, commercial, transportation, factories, automotive taillights, landscape lighting, military and other fields.
Previously, in November 2012, Ganzhao Optoelectronics Co., Ltd. established a wholly-owned subsidiary, Xiamen Ganzhao Optoelectronics Technology Co., Ltd., to promote packaging and lighting business and EMC.
"At present, the company's packaged product book is a lighting device, a light strip product." Lin Xiaohui said that the packaging business is gradually being gradually done, and now research lighting products, and began to promote the market. Package and lighting, combined with technology companies and lighting companies. EMC will be a bit single, not big, do it first.
As for the channel for lighting applications, Lin Xiaohui said that in the future, the main consideration is to export-oriented, while considering cooperation with large shopping malls, and does not rule out e-commerce channels.
Due to the lower barriers to LED lighting, the number of companies producing LED lighting continues to grow, while prices are declining, and competition in the LED lighting market will become increasingly fierce.
“In 2014, there may be overcapacity in the lighting market.†Lin Xiaohui said that the company is worried that the risk is too high and it will delay the rapid expansion.
This uncertainty in lighting applications may be the main reason why Zhan Zhao Optoelectronics has been slow to expand.
[Note: This article is the exclusive report of Gaogong LED . Please reprint the agreement in advance. For legal reprint, please refer to: Gaogong LED copyright maintenance - "Anti-infringement action" statement will be deemed to be illegally reprinted, this website will be held legally responsible! 】
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