[Source: "High-tech LED" magazine March issue (total issue 63) Wen | reporter Zhao Hui] Sanan Optoelectronics Co., Ltd. (referred to as "Sanan Optoelectronics") in the field of LED epitaxial chip layout has a new progress. On January 30th, the board of directors of Sanan Optoelectronics decided to use the raised funds to purchase 50 MOCVD equipment from VECO, and purchased 50 MOCVD equipment from AIXTRONSE in Germany with its own funds. The initial estimate will cost US$250 million (equivalent to RMB1.55 billion). The batch of equipment is expected to be delivered in batches between December 2014 and August 2015.
The total assets of Sanan Optoelectronics is close to 20 billion yuan. As of the end of the second quarter of 2014, it has the main equipment MOCVD 170 for the production of LED epitaxial chips. It has an unshakable leading position in the field of LED epitaxial chips in China. Once the re-expansion of the equipment was announced, it attracted a lot of attention. Many brokerage research institutes have given a high degree of "evaluation" to this. Liu Liang, a researcher at Industrial Securities, believes that the move by Sanan Optoelectronics is very powerful and also shows the company's strong confidence in the increase in share!
However, it should not be overlooked that in the risk warnings of many brokerage research reports, “the industry demand is not as expected, the industry expansion is too fast, resulting in a decline in chip prices and insufficient operating rates.†It has become a common concern.
The high-tech LED reporter's visit from the market also shows that the continuous “lighting fever†in the past two years has not changed the situation of overcapacity in the LED industry, especially in the upstream epitaxial chip field; especially since China and Taiwan, many chips since last year The enterprises have increased their efforts to expand production. In the early stage, some epitaxial chip companies that were in a semi-discontinued state also resumed production. The competitors did not decrease and the downstream demand did not have much substantial growth behind the hot surface.
As the leader of the LED epitaxial chip industry, Sanan Optoelectronics is the market, and it is the test that it really needs to face. Perhaps this is just the beginning of a bigger challenge.
The field of LED epitaxial chips is a typical technology plus capital-intensive industry. The investment scale is hundreds of millions of yuan. The support of capital is the basis for the survival and development of chip companies. Although government subsidies can alleviate the "hunger" of some funds of chip companies. However, in terms of the scale of expansion and the speed of expansion of Sanan Optoelectronics, it still seems to be a lot of money.
According to public information, in June 2001, Lin Xiucheng established the Quanzhou Sanan Group in Fujian, starting with steel trade. In December 2003, it was renamed as Fujian Sanan Group. In January of the following year, the company headquarters was moved to Xiamen, officially entering the electronics industry and finally establishing LED-based industry. And in 2008 through the backdoor listing into the capital market.
The total assets of Sanan Optoelectronics is close to 20 billion yuan. As of the end of the second quarter of 2014, it has the main equipment MOCVD 170 for the production of LED epitaxial chips. It has an unshakable leading position in the field of LED epitaxial chips in China. Once the re-expansion of the equipment was announced, it attracted a lot of attention. Many brokerage research institutes have given a high degree of "evaluation" to this. Liu Liang, a researcher at Industrial Securities, believes that the move by Sanan Optoelectronics is very powerful and also shows the company's strong confidence in the increase in share!
However, it should not be overlooked that in the risk warnings of many brokerage research reports, “the industry demand is not as expected, the industry expansion is too fast, resulting in a decline in chip prices and insufficient operating rates.†It has become a common concern.
The high-tech LED reporter's visit from the market also shows that the continuous “lighting fever†in the past two years has not changed the situation of overcapacity in the LED industry, especially in the upstream epitaxial chip field; especially since China and Taiwan, many chips since last year The enterprises have increased their efforts to expand production. In the early stage, some epitaxial chip companies that were in a semi-discontinued state also resumed production. The competitors did not decrease and the downstream demand did not have much substantial growth behind the hot surface.
As the leader of the LED epitaxial chip industry, Sanan Optoelectronics is the market, and it is the test that it really needs to face. Perhaps this is just the beginning of a bigger challenge.
The field of LED epitaxial chips is a typical technology plus capital-intensive industry. The investment scale is hundreds of millions of yuan. The support of capital is the basis for the survival and development of chip companies. Although government subsidies can alleviate the "hunger" of some funds of chip companies. However, in terms of the scale of expansion and the speed of expansion of Sanan Optoelectronics, it still seems to be a lot of money.
According to public information, in June 2001, Lin Xiucheng established the Quanzhou Sanan Group in Fujian, starting with steel trade. In December 2003, it was renamed as Fujian Sanan Group. In January of the following year, the company headquarters was moved to Xiamen, officially entering the electronics industry and finally establishing LED-based industry. And in 2008 through the backdoor listing into the capital market.
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