"In the first half of this year, the price of chip products is relatively stable, and enterprises can maintain a certain profit." Special Assistant to General Manager of Xiangneng Hualei Optoelectronics Co., Ltd. (hereinafter referred to as "Hua Lei Optoelectronics") Ye Guoguang recently accepted the exclusive "High-tech LED" In an exclusive interview, after experiencing the crazy price cuts of chip products last year, this year's chip market has made the upstream chip companies feel relieved.
At the same time, this year, Taiwanese chip companies supply most of their production capacity to Japanese and Korean and local LED backlight customers, reducing the supply of Chinese manufacturers, which also gives domestic companies an excellent opportunity.
"According to our calculations, in the past two months, domestic packaging companies have accounted for nearly 70% of the total purchases of domestic chips. In May, our chip sales were around 30 million." Ye Guoguang said that China The domestic LED chip companies represented by Lei Optoelectronics are welcoming a good period of development.
He revealed that after four years of development, Hualei Optoelectronics currently has 32 32 MOCVDs, 30 of which are used for production and the other 2 for R&D. As of last month, the company has put into operation 28 MOCVD, the capacity utilization rate reached 80%.
In addition to the layout of the chip industry, Hualei Optoelectronics has also extended its reach to the downstream application lighting industry. "The profit of the chip industry has been compressed very small, we must look for new profit growth points." Many domestic chip companies responsible for reporters told reporters that the downstream application market is also becoming the "Nuggets" of chip companies.
According to Hua Lei Opto's vision: In the future, the proportion of company chip and downstream application revenue contribution will reach 6:4.
Steady expansion
Hualei Optoelectronics Co., Ltd. was established in June 2008 and is a state-owned joint-stock company. Hunan Coal Industry Group Co., Ltd. holds 53.12% of the shares and is the company's largest shareholder.
In October 2009, Hualei Optoelectronics Phase I LED project was officially put into operation in Chenzhou, Hunan. There are 10 MOCVD production equipments, which can produce 264,000 high-brightness LED epitaxial wafers annually. Subsequently, the company added another five MOCVD equipment, and the number of equipment in the first phase of the project reached 15 units.
In 2010, the company's second LED project was fully launched. As of the end of 2011, the company's second phase of the project has added 17 new MOCVD equipment. So far, the company has 32 32 MOCVD equipments and a design capacity of 100,000 pieces. At present, the monthly production capacity of epitaxial wafers has reached 80,000 pieces (the production capacity ranks among the top three in China).
Although at the time, the industry's "slow-tempo" expansion of Hualei Optoelectronics seems to be somewhat conservative, but it is precisely because of this, Hualei Optoelectronics has just avoided the trap of overcapacity.
In 2010 - 011, it was the "crazy" years when domestic LED chip companies held huge sums of money waiting in line for MOCVD orders. The orders of each family were hundreds of units. Their "crazy" comes from the attractive conditions of local governments such as Yangzhou and Wuhu to attract investment of 800-100 million yuan for each MOCVD.
However, in this wave of subsidies, Hualei Optoelectronics did not enjoy the subsidy policy of 10 million yuan per MOCVD. However, Hualei Optoelectronics did not choose to set up factories in Yangzhou and Wuhu for subsidies.
“If you go to another place to set up a factory, you can get huge subsidies in the short term, but the cost of decentralized management will slowly consume the subsidies.†Ye Guoguang said that remote management will cause a lot of inconvenience and risks. In fact, there are already domestic The case of failure.
"You don't do the biggest, the local government will not fully support you." Ye Guoguang said frankly that this is one of the reasons why Hualei Optoelectronics chose to take root in Chenzhou. As the only LED chip company in Hunan Province, the company's planning. It is centralized management and is bigger and stronger in Chenzhou, Hunan.
It is reported that Hualei Optoelectronics is planning the third phase of the chip expansion plan, the funds will mainly come from the funds raised after the company's listing. "Chip companies must take the road of listing. Now the chip's gross margin is between 10% and 20%. It is very difficult to make profits from cost control. It is necessary to expand production scale." Ye Guoguang said that at present, Hualei Optoelectronics The IPO listing work is progressing steadily.
In general, ONU devices can be classified according to multiple application scenarios such as SFU, HGU, SBU, MDU, and MTU.
1. SFU type ONU deployment
The advantage of this deployment method is that the network resources are relatively abundant, and it is suitable for independent households in the FTTH scenario. It can ensure that the user terminal has broadband access functions, but does not involve more complicated home gateway functions. The SFU in this environment has two common forms: it provides both an Ethernet interface and a POTS interface; it only provides an Ethernet interface. It should be noted that SFU can provide coaxial cable functions in both forms to facilitate the realization of CATV services, and it can also be used with home gateways to facilitate the provision of value-added service functions. This scenario is also applicable to enterprises that do not need to exchange TDM data.
2. HGU type ONU deployment
The HGU type ONU terminal deployment strategy is similar to the SFU type, except that the functions of the ONU and RG are integrated in hardware. Compared with SFU, it can realize more complicated control and management functions. The U-shaped interface in this deployment scenario is built into the physical device and does not provide an interface. If you need to provide an xDSLRG device, you can directly connect multiple types of interfaces to the home network, which is equivalent to a home gateway with an EPON upstream interface. Used in FTTH occasions.
3. SBU type ONU deployment
This deployment scheme is more suitable for independent enterprise users to construct the network under the FTTO application mode, and is based on the enterprise change of SFU and HGU deployment scenarios. The network in this deployment environment can support broadband access terminal functions and provide users with multiple data interfaces including El interface, Ethernet interface, and POTS interface, which can meet the needs of enterprises in data communication, voice communication, and TDM dedicated line services. Usage requirements. The u-type interface in the environment can provide enterprises with a frame structure with multiple attributes, which is more powerful.
4. MDU type ONU deployment
This deployment scheme is suitable for multi-user network construction under multi-application modes such as FTTC, FTTN, FTTCab, and FTTZ. If enterprise-level users have no demand for TDM services, this solution can also be used for EPON network deployment. This deployment solution can provide broadband data communication services for multiple users, including Ethernet/IP services, VoIP services, and CATV services and other multi-service modes, with powerful data transmission capabilities. Each of its communication ports can correspond to a network user, so in comparison, its network utilization rate is higher.
5. MTU-type ONU deployment
The deployment plan is based on the commercialization of the MDU deployment plan. It can provide multi-enterprise users with multiple interface services including Ethernet interfaces and POTS interfaces, and can meet enterprise voice, data, TDM private line services and other services demand. If combined with the slot type implementation structure, richer and more powerful business functions can be realized.
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