In 2013, the oversupply of LED chips will intensify the price reduction of packaging factories.
[Text / high-tech LED reporter Liu Qiaomei] "Like a dozen hungry wolves, grab a piece of meat, everyone is killing red eyes." Yang Yi is the head of an epitaxial chip factory in China, just experienced the 2012 domestic and foreign extension chips The price war in the market is still full of lingering fears.
"Inventory is still a pain that everyone can't linger," Yang Yi said. "Our company still has about four or five months of inventory. At present, the turnover days of domestic chip factories are about 120 days, and the worst is 180. Days. Now the company’s salary is paid, the materials are bought back, and the electricity bill is affordable.
The price war is fierce, as evidenced by several listed companies that have announced 2012 performance forecasts.
Huacan Optoelectronics (300323.SZ) released its 2012 results forecast. The company estimates that the net profit attributable to shareholders of listed companies will be about 84 million yuan to 90 million yuan, which will be about 27.8%-32.6 compared with the previous year's 124.6515 million yuan. %. Huacan Optoelectronics said that since 2012, due to the continuous market competition, the unit price of LED chips has decreased more than expected, which is a significant decline compared with 2011. As a result, although the number of chip sales exceeded last year, the net profit was lower than the same period last year. Level.
Another listed company, Shilanwei (600460.SH), is not optimistic. The product price of Hangzhou Shilan Mingxin Technology Co., Ltd., a wholly-owned subsidiary of the company, has dropped significantly compared with the same period of 2011, resulting in a significant decline in the company's net profit compared with the same period in 2011.
Even so, in 2013, the domestic and international chip industry still has a lot of "spoilers."
“Jucan Optoelectronics has just entered three AIXTRON 69-piece machines, and plans to have more than a dozen MOCVDs according to the 2013 plan.†Yang Yi said, because the company can also get the subsidy of 10 million yuan per MOCVD from the local government. According to the current price of the AIXTRON 69-chip machine, Jucan Optoelectronics can now earn more than 1 million yuan when purchasing a piece of equipment. .
On January 28th, the new LED epitaxial wafer and chip production project of Shenguang Ruirui Co., Ltd., the "chip godfather" of China, was successfully trial-produced at the space base. In addition, Shanghai Super Silicon Semiconductor Co., Ltd. layout Chongqing LED chip project was completed and put into production at the end of January.
In addition to new entrants, Taiwanese chip giant Jingyuan Optoelectronics is also expanding.
The Changzhou plant, which is a joint venture between Jingdian and Lite-On, will add 8 MOCVDs to expand production.
In addition, Veeco announced that it has received an order to develop Crystal Lighting (Xiamen) Co., Ltd. to order multiple MOCVD equipment with multiple reaction chambers and single reaction chambers, including the new model Max Bright.
Dr. Zhou Mingjun, General Manager of Jingyuan Optoelectronics, said: "The recent expansion in Xiamen is to achieve our goal of maximizing our share of the LED backlight, automotive and general lighting markets in China."
"The layout of Jingdian is still step by step, and it will calculate the production capacity and actual demand. I personally think it is relatively conservative." Yang Yi said, "In contrast, the mainland epitaxial plant basically does not care what will happen tomorrow, first crazy. Expand production and say."
"In the past two years, the chip as a whole will be in an oversupply situation, and it will definitely fall in price," said industry insiders. "Especially in the past few years, companies that have invested heavily in epitaxial chips, such as Dehao Runda. As far as I know, Their chip price is the most serious."
The long-term oversupply of the chip market is also reflected in the midstream package companies.
"Most of the packaging factories feel that the market will not lack chips in the future, and the price of the chips will be lower. Therefore, the stocks will not be considered for the time being." Yang Yi is ready to digest some stocks before the Lunar New Year, but the results are not optimistic. . “Some packaging factories have placed the Spring Festival holiday ahead of schedule.â€
"Chip prices have been falling, and will definitely continue to fall in 2013, but the decline may be smaller than in 2012." Gong Wen, general manager of Shenzhen Jingtai Optoelectronics Co., Ltd. told the reporter of "High-tech LED". "It is precisely because of this, we will certainly not stock."
"Inventory is still a pain that everyone can't linger," Yang Yi said. "Our company still has about four or five months of inventory. At present, the turnover days of domestic chip factories are about 120 days, and the worst is 180. Days. Now the company’s salary is paid, the materials are bought back, and the electricity bill is affordable.
The price war is fierce, as evidenced by several listed companies that have announced 2012 performance forecasts.
Huacan Optoelectronics (300323.SZ) released its 2012 results forecast. The company estimates that the net profit attributable to shareholders of listed companies will be about 84 million yuan to 90 million yuan, which will be about 27.8%-32.6 compared with the previous year's 124.6515 million yuan. %. Huacan Optoelectronics said that since 2012, due to the continuous market competition, the unit price of LED chips has decreased more than expected, which is a significant decline compared with 2011. As a result, although the number of chip sales exceeded last year, the net profit was lower than the same period last year. Level.
Another listed company, Shilanwei (600460.SH), is not optimistic. The product price of Hangzhou Shilan Mingxin Technology Co., Ltd., a wholly-owned subsidiary of the company, has dropped significantly compared with the same period of 2011, resulting in a significant decline in the company's net profit compared with the same period in 2011.
Even so, in 2013, the domestic and international chip industry still has a lot of "spoilers."
“Jucan Optoelectronics has just entered three AIXTRON 69-piece machines, and plans to have more than a dozen MOCVDs according to the 2013 plan.†Yang Yi said, because the company can also get the subsidy of 10 million yuan per MOCVD from the local government. According to the current price of the AIXTRON 69-chip machine, Jucan Optoelectronics can now earn more than 1 million yuan when purchasing a piece of equipment. .
On January 28th, the new LED epitaxial wafer and chip production project of Shenguang Ruirui Co., Ltd., the "chip godfather" of China, was successfully trial-produced at the space base. In addition, Shanghai Super Silicon Semiconductor Co., Ltd. layout Chongqing LED chip project was completed and put into production at the end of January.
In addition to new entrants, Taiwanese chip giant Jingyuan Optoelectronics is also expanding.
The Changzhou plant, which is a joint venture between Jingdian and Lite-On, will add 8 MOCVDs to expand production.
In addition, Veeco announced that it has received an order to develop Crystal Lighting (Xiamen) Co., Ltd. to order multiple MOCVD equipment with multiple reaction chambers and single reaction chambers, including the new model Max Bright.
Dr. Zhou Mingjun, General Manager of Jingyuan Optoelectronics, said: "The recent expansion in Xiamen is to achieve our goal of maximizing our share of the LED backlight, automotive and general lighting markets in China."
"The layout of Jingdian is still step by step, and it will calculate the production capacity and actual demand. I personally think it is relatively conservative." Yang Yi said, "In contrast, the mainland epitaxial plant basically does not care what will happen tomorrow, first crazy. Expand production and say."
"In the past two years, the chip as a whole will be in an oversupply situation, and it will definitely fall in price," said industry insiders. "Especially in the past few years, companies that have invested heavily in epitaxial chips, such as Dehao Runda. As far as I know, Their chip price is the most serious."
The long-term oversupply of the chip market is also reflected in the midstream package companies.
"Most of the packaging factories feel that the market will not lack chips in the future, and the price of the chips will be lower. Therefore, the stocks will not be considered for the time being." Yang Yi is ready to digest some stocks before the Lunar New Year, but the results are not optimistic. . “Some packaging factories have placed the Spring Festival holiday ahead of schedule.â€
"Chip prices have been falling, and will definitely continue to fall in 2013, but the decline may be smaller than in 2012." Gong Wen, general manager of Shenzhen Jingtai Optoelectronics Co., Ltd. told the reporter of "High-tech LED". "It is precisely because of this, we will certainly not stock."
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