Zhang Hua (pseudonym) often thinks about the good days of 2014 and laughs involuntarily. As a sales director of a medium-sized chip company in China, in 2014, he often sits in the office waiting for customers to come to the door or call for goods. The price is good. , collection can also be guaranteed.
Unfortunately, such a good day soon passed.
In 2015, the growth rate of LED lighting demand slowed down rapidly. Coupled with the release of production capacity of several major chip factories, the price of chips also showed a cliff-like decline.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), the price of chips in 2015 dropped by nearly 30%, and the price reduction of LED packaged devices was 30%-50%. In 2015, the output value of China's upstream epitaxial chips increased by only 8.3% year-on-year, with an output value of 13 billion yuan, and its growth rate slowed down noticeably.
Sanan Optoelectronics, Dehao Runda, Huacan Optoelectronics, Ganzhao Optoelectronics, Deli Optoelectronics, Aoyang Shunchang and other companies have been expanding production without hesitation in the past two years.
Under the double stimulation of market demand and government subsidies, MOCVD equipment procurement has experienced rapid growth. In 2014, the number of MOCVDs in the country reached 1,172, an increase of 15.2% over the number of machines in 2013. In 2015, China's LED chip industry is still in a period of rapid development. The epitaxial chip manufacturers continue to expand production, and the number of new MOCVD is nearly 250.
In order to grasp the opportunity of the city, some domestic LED chip manufacturers actively signed a procurement contract with the mid-stream packaging manufacturers to increase the production capacity ratio. On the other hand, they continued to expand production capacity through capital operation, speeding up the scale effect and further strengthening Self-market competitiveness.
Small and medium chip factories can only compete at low prices. However, as the cost of the large-scale factory continues to expand, the small and medium-sized chip factories, especially without the strong capital support behind them, are struggling.
Li Shengfa, a senior analyst at GGII, believes that the chip price will still drop by about 15% in 2016, and the chip is also optimistic.
The head of the chip company, which did not want to be named, said that if the capacity of several large factories continues to expand and the price of the knife is reduced, the price of the chip may fall even more.
According to the research of high-tech LED, the price of chips in 2016 may still have downward space, and the chip industry is generally optimistic. However, as the company will continue to withdraw in the future, and the market demand will continue to increase steadily, the industry is expected to pick up.
These exiting companies are those "zombie companies."
Hua Ai Optoelectronics, Secretary-General Ye Aimin said that with the global LED supply capacity concentrated in mainland China, Huacan Optoelectronics predicts that there will be 5-8 companies in the domestic and international extension chip, of which only 2-3 leading companies compete. At that time, it will be relatively stable.
Just as Dr. Zhang Xiaofei, Chairman of Gaogong LED, said at the 2016 Gaogong LED Spring Festival, the top three LED chips accounted for more than 50% of the scale, and the leading enterprises' production capacity continued to increase, suppressing the survival space of small and medium-sized enterprises, and the scale of chips below 200 million yuan. Enterprises will become the main body of production suspension and closure in 2016.
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