Production capacity expanded rapidly, the three LED chip giant sustained growth performance

In 2017, LED chip market demand continues to grow, the chip prices were steady, chip companies stepped up the expansion of the schedule. According to dramexchange LED Consulting Research Center (LEDinside) statistics, the production of LED chip MOCVD devices, in 2017 the global new installed quantity estimate amounted to 401 units (about K465i equivalent), since 2011 to expand production capacity of the peak.

However, this round of expansion is the main three safety optoelectronics, HC semitek, Australia Shunchang, etc. Chinese manufacturers, overseas manufacturers slightly insufficient power. LEDinside said that with the new capacity gradually released, 2017 Chinese, MOCVD cumulative installed capacity accounted for the global proportion as high as 54%, LED chip production capacity accounted for as much as 58%.

The above changes confirmed that the LED chip industry, the trend of the transfer of production to China. With the domestic technology and international companies, the technology gap is more and more small, and actively promote the domestic government policy, foreign enterprises slowed down the pace of expansion, and even some enterprises in the gradual contraction of production capacity, the domestic LED chip production capacity accounted for more than LED, and the size of the domestic market if things go on like this, the chip will continue to expand, especially Is the first echelon LED chip manufacturers market share will significantly increase the proportion of.

The manufacturers of LED chip production capacity, to the end of 2017, three optical reached 2 million 700 thousand / month (two inch tablets), HC semitek reached 1 million 700 thousand / month (two inch tablet), Australia Shunchang reached 1 million / month (two inch tablets), compared to the end of 2016, an increase of 92.86%, respectively. 142.86%, 488.24%.

In the capacity expansion at the same time, the three major chip manufacturers are continuing to enhance the capacity utilization rate. Australia Shunchang said the day before, a quarter of the company's LED business, 400 thousand new capacity in an orderly manner, the equipment gradually began to plant installation, basic production is expected in the three quarter. The current LED chip production capacity in full production and sales status. According to the 2017 annual results, HC semitek LED chip production capacity utilization rate is as high as 94%, substrate capacity utilization rate is as high as 98%.

Benefit from the rapid expansion of production capacity, Sanan optoelectronics, HC semitek, Australia Shunchang 2017 results have achieved rapid growth. From the revenue perspective, to occupy the top three optical 8 billion 394 million, an increase of 33.82%; while Australia Shunchang in 3 billion 588 million ranked second, an increase of 86.32%; HC semitek to 2 billion 630 million ranked third, an increase of 66.21%. Net profit by 3 billion 164 million level, Sanan optoelectronics once again crowned the "profit king", an increase of 46.04%; HC semitek with 502 million wing in second, an increase of 87.92%; Australia Shunchang with 354 million place third, an increase of 72.36%.

According to the 2018 first quarter earnings, Sanan optoelectronics, HC semitek, Australia Shunchang 1Q18 respectively to achieve net profit of 968 million, 143 million yuan, 89 million 781 thousand yuan, an increase of 40.14%, 76.84%, 40.70%. In view of this, in 2018 the overall market environment will be the basic LED chip to continue the trend in 2017.

In 2018, LED chip manufacturers will further release of production capacity, and will continue to expand the scale of production capacity timely chip. For example, an optoelectronic Nanan project to speed up the Quanzhou infrastructure; HC semitek will continue to promote the Suzhou subsidiary of LED red yellow and blue green chip chip and wafer construction; Australia Shunchang will do the expansion project construction, the existing production capacity to gradually increase to produce 1 million 400 thousand tablets.

However, with the further release of 2018 key manufacturers continued expansion and production capacity, in particular market segments may still exist in the fierce competition, facing the opportunities and risks coexist situation. Perhaps because of this, the major manufacturers have the layout of the new market application, such as MiniLED, MicroLED in the application of the product display. MiniLED and MicroLED are LED and LED, the traditional production equipment are roughly the same, but the technology is a qualitative leap, the stability and consistency of the requirements are very high. From the angle of application products, MiniLED and MicroLED out of both products in terms of quality, clarity, thickness and response speed are excellent, especially the MicroLED solution is unmatched by other applications, once the large-scale application, will be multiplied for space. In addition, health, safety, light sterilization and other innovative applications will become a new growth point and growth momentum.

According to LEDinside, an optoelectronic technical reserves are in the long term with MicroLED and Mini-LED; HC semitek began mass production and sales of Mini LED, and actively with international manufacturers in close cooperation with the development of Micro LED; Australia Shunchang 2018 will increase the technical reserves and MicroLED MiniLED. (text: LEDinside Nicole)

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