Company reviews, which companies in China are worthy of attention?
Which companies are worthy of attention in the entire LED industry chain? From the perspective of the overall development process, the five types of enterprises have the most investment value.
One is a company with core intellectual property rights. Such enterprises have the most extensive development space. The domestic crystal solar luminescence, which is established by Nanchang University and the private equity fund, is a typical representative. The crystal-based GaN-based GaN epitaxy is the world's three major blue light process technologies. First, it can break through the patent blockade of foreign Japanese and Cree. The company is still in need of inspection after its establishment. The other is Dalian Luming, which has greatly improved its chip manufacturing technology through the acquisition of AXT, a famous LED chip manufacturer in the United States. Received more than 40 core technology patents and technical teams. In addition, Dalian Lumingyuan is engaged in rare earth self-luminous materials and has advantages in the production of fluorescent powder for synthesizing white light. It is the only company in the world that can produce both light-emitting chips and luminescent materials. Moreover, Lu Ming is likely to develop new rare earth fluorescent powder, breaking through the white light technology patents of Nichia and Osram, and breaking the last barrier of LED into universal lighting for the domestic industry! As long as the two major "blockers" of LED white light illumination - Blu-ray patents and white light patents have made breakthroughs, the domestic LED industry has a bright future, and the rest is to test the industrialization capabilities of the domestic industry.
Another type of enterprise is currently a relatively successful enterprise in chip industrialization and technology tracking. There are several companies in China that have the ability to carry out chip design and blue-green epitaxial processing and have a certain scale, mainly in Xiamen Sanan, Dalian Lumei (Luming Subsidiary), Silan Micro, etc. Currently, they have the capacity to produce blue LEDs only in Xiamen. Sanan. Xiamen Sanan MOCVD12, red and yellow chips monthly capacity of 1000kk, blue and green chips 200kk / month, the technical level is in the domestic leading, with full-color ultra-high brightness LED chip production capacity, 2006 sales revenue of nearly 300 million, the market reflects good; Moreover, Taiwan Mingda Optoelectronics and Jingyuan Optoelectronics have set up factories in Xiamen, which is of great significance to the formation of industrial clusters, enhancement of industrial supporting capacity and the flow of technical talents, and also plays an important role in promoting the development of Sanan. Silan's current blue-green chip production capacity is 100kk/month, and the chip technology level is domestically advanced. The company will enter two new MOCVDs in August and two more next year. The total production capacity will reach 300kk/month for blue-green chips. Red, green and blue three-color high-brightness LED chips, LED chip sales are expected to reach 200 million in 2007, with a certain scale, there is a certain brand awareness in the market; Silan Micro also has an advantage in that it is a traditional integrated circuit design enterprise, LED driver chip design and manufacturing can make a difference, the company has launched this product, so the development prospects of Silan Micro are also optimistic. Dalian Lumei has also made a name for its industrialization, with both development characteristics of intellectual property and successful industrialization.
The core advantages of the first two types of enterprises are concentrated, and the value of investment will first appear.
The third type of enterprises are excellent downstream packaging enterprises, such as Xiamen Hualian, Foshan Guoxing Optoelectronics and so on. A major feature of the development of domestic large-scale integrated circuits is that the development of enterprises in the local packaging field is better than that in the design and manufacturing fields. It is estimated that packaging companies in the LED field will also have good development opportunities, and may even be faster than the development of upstream extension and midstream chip companies. Because packaging companies can purchase foreign chips to meet the domestic market demand, and must follow the progress of the domestic enterprise chip technology roadmap. In the LED field, some of the white LED light effects are realized by packaging. Other color light sources must also be packaged into devices to be used in the terminal market. The level of packaging technology will directly determine the overall development of the LED market! At present, domestic LEDs are mainly concentrated in the downstream packaging industry, but most enterprises have low packaging levels, resulting in fierce competition. With the upgrading of the terminal market, the excellent downstream packaging enterprise brands are increasingly stable, and the technology is becoming more advanced, which is bound to stand out and the investment value is reflected.
The fourth category of enterprises will rise in the future LED general lighting field, such as lighting system design, professionally cultivated the brand of LED universal white light and lighting manufacturers, as the largest market for LED applications, there are some high investment value enterprises Of course, it only takes a long time. The fifth category of enterprises in the field of electronic materials in the LED industry chain, such as silicon wafers, silicones, lead frames for packaging, heat dissipation modules, etc.; and LED driver chips, the current domestic weakness in these areas, to go through a period of growth, Driver chip growth is estimated to be faster than other peripheral aspects. Domestically, LCD driver chip industrialization is quite unsuccessful, and the benefits are few, mainly because of the lack of downstream market (panel manufacturers), the foundation of integrated circuit design and manufacturing is relatively weak, and now the downstream market with extremely broad semiconductor lighting has developed and expanded the domestic driver chip industry. The opportunity is that there will be a group of companies that stand out.
In terms of listed companies, Silan Micro has a promising future. It has made breakthroughs in technologies with “core value†such as high-bright blue-green extension and chip industrialization, and has also launched products on power LED driver chips, which has a certain reputation in the market. After the extension and chip industrialization technology matures and reaches a certain scale, the company is expected to enter the downstream packaging market and open up the industrial chain.
In 2006, the company's LED product sales accounted for only 5% of the company's total sales revenue, while the integrated circuit business, which accounted for 80% of the company's sales revenue, was not stable, covering up its LED product highlights. In 2007, the company's LED chip sales revenue is expected to be 150-200 million, and sales revenue will increase to more than 10%. In 2008, the company's chip production capacity will increase from the current 100kk to 300kk per month, with the proportion of LED products in the company's sales revenue. Ascension, it is expected that by 2009, the company will have a “value†inflection point driven by product structure changes, and the investment value of LED products will be reflected.
Lianchuang Optoelectronics Co., Ltd. is the largest LED-related product in listed companies (about 30%) and the company regards LED products as the focus of future development. The company is currently implementing a strategy of driving upstream and downstream, with the largest proportion of upstream and downstream packaging. Second, the midstream chip, once again the upstream extension. In the upstream extension, especially the high-bright blue-green extension, the company has not made a breakthrough; the company's current chip is mainly using the company's LPE machine (four) production of Puliang red and green epitaxial wafers, 2007 production will reach 10 billion In the downstream packaging field, the overall level of Xiamen Hualian packaging technology controlled by the company is leading domestically. From the perspective of industrialization, the domestic low-end packaging market is fiercely competitive, and the high-end packaging technology needs to be further matured. The high-end packaging market should be further developed. Therefore, Xiamen Hualian's current performance is not particularly prominent, but also to go through a period of growth.
Lianchuang Nanchang Branch also engages in packaging business. If Lianchuang can integrate the company's resources and focus on the downstream, the current development level is clear, but the market reflects Lianchuang's name to Hualian Holdings ( 7.93, -0.17, -2.10%), the actual control is limited. If Lianchuang encounters resistance in downstream integration, the upstream high-bright blue-green epitaxial core technology has not made a breakthrough, the overall resources are scattered, and its long-term development orientation is not clear. There is no clear timetable for LED products to determine the long-term value of the company. . The other businesses of Lianchuang Optoelectronics are some high-quality assets, which gives them time to integrate their LED-related resources and build LED core value; and the company's current sales margin is 23%, while the net profit margin is only 3%, so if it is integrated, it will generate revenue. The effect will be more obvious. As the only listed company that uses LED as its main business in the future, the future development of Lianchuang Optoelectronics deserves continuous attention.
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