2018 China LED chip industry research report
In 2016, LED chip giant Jingyuan Optoelectronics shut down 25% of Blu-ray chip production capacity, LED chip supply and demand relationship changed, LED chip industry began to pick up in the second half of 2016, with the outbreak of small-pitch LED market and LED chip downstream packaging in 2017 The expansion of the industry has led to a certain gap in the supply of LED chips. The output rate of LED chip companies in China is close to 100%, and the output value of LED chips in China has maintained rapid growth.
According to data from GGII, the output value of LED chips in China reached 18.8 billion yuan in 2017, accounting for nearly 40% of the global LED chip output; 29.7% increase from 2016, accounting for 40% of the global LED chip output value. China's MOCVD has more than 1,600 units, a net increase of 246 units throughout the year, and LED chip production accounts for more than 54% of the global total.
GGII expects that China's MOCVD machines will continue to increase by 288 units to 2,200 units in 2018. With the expansion of major domestic LED chip companies, domestic LED chips will have overcapacity problems, and chip prices will turn downwards. The growth rate of LED chip production will slow down. It is expected that the output value of LED chips in China will reach 22.5 billion yuan in 2018, up 19.7% year-on-year. The market share of the top three companies will reach 47.8%.
In 2017, it was a very busy year for the LED chip industry. LED chip companies such as upstream Sanan Optoelectronics, Huacan Optoelectronics, Ganzhao Optoelectronics, and Jucan Optoelectronics have made large-scale investment expansion. LED packaging companies such as China National Star Optoelectronics and Zhaochi are also laying out upstream.
In this regard, Gaogong LED has been summarized in the chip field since 2017, to see what they have done?
Sanan Optoelectronics
In April 2017, Sanan Optoelectronics confirmed the company's strategic goal, and increased its capital to Luminus Inc. with its own monetary fund of US$20 million. Luminus Inc. is a wholly-owned subsidiary of the company.
Sanan Optoelectronics said that this capital increase is based on its business development status and future development plan, which is conducive to the rapid development of Luminus Inc.'s business, enhance the company's research and development capabilities in the field of LED chips, and further expand the company's international operation process, and gradually Achieve the company's strategic development goals.
In December 2017, Sanan Optoelectronics plans to invest in the establishment of one or several project companies in Nan'an Park, Quanzhou, Quanzhou, Fujian Province, with a total investment of 33.3 billion yuan and an annual sales income of approximately 27 billion yuan.
Industrialization projects are high-end GaN LED substrate, epitaxial, chip R&D and manufacturing industrialization projects; high-end GaAs LED epitaxy, chip R&D and manufacturing industrialization projects; high-power GaN laser R&D and manufacturing industry Seven projects including research and development and manufacturing industrialization projects for optical communication devices.
Huacan Optoelectronics
Huacan Optoelectronics Co., Ltd. plans to invest a total of 6 billion yuan. In July 2017, the first phase was completed and put into operation, with an investment of 3 billion yuan, covering an area of ​​140 mu. By the end of the year, it will form 150,000 pieces of LED chips per month, and 200,000 sapphire substrates. Monthly production capacity.
In August 2017, Lanjing Technology, a wholly-owned subsidiary of Huacan Optoelectronics, and the Hongta District Government of Yuxi City signed a framework agreement for the expansion of an annual output of 35 million LED substrate expansion projects. The project is expected to have a total investment of 1 billion yuan. Huacan Optoelectronics said that after the project is completed, Blue Crystal Technology is expected to become one of the largest sapphire substrate manufacturers in the world.
In October 2017, Huacan Optoelectronics plans to carry out the construction of “Huacan Optoelectronics (Suzhou) Co., Ltd. LED Epitaxial Wafer and Chip Phase IV Project†in Zhangjiagang City, Jiangsu Province. The first phase of the Phase IV project will have a total investment of 2.5 billion yuan.
In November 2017, the groundbreaking ceremony for the second phase of Huacan Optoelectronics Yiwu Plant was held in Yiwu Information Optoelectronics High-tech Zone. The second phase of the project invested 3 billion yuan, with a land area of ​​143 mu and a construction area of ​​150,000 square meters. After the second phase project was completed and put into operation, The production scale of LED chips will be unprecedentedly strong, and LED chip manufacturing will be upgraded to a new height. Huacan Optoelectronics will also enter a new stage of development.
In February 2018, Huacan Optoelectronics signed the "Hua Can Optoelectronics Advanced Semiconductor and Device Project Investment Framework Agreement" in the Yiwu Information Optoelectronics High-tech Industrial Park to invest in the construction of advanced semiconductor and device projects and was witnessed by the Yiwu Municipal People's Government. The total planned investment of the project is RMB 10.8 billion.
Dry photo photoelectric
In May 2017, Ganzhao Optoelectronics plans to invest nearly 740 million yuan for the expansion of red and yellow LED chips and triple-junction gallium arsenide solar cells.
It is understood that the total investment is 740 million yuan, of which fixed assets investment is 645 million yuan and working capital is 91.117 million yuan. It is used to implement red and yellow LED chips and triple junction GaAs solar cells to expand production. The main input equipment is 20 Taiwan quaternary MOCVD epitaxial furnace and corresponding chip production equipment.
In July 2017, Ganzhao Optoelectronics plans to invest 5 billion yuan (in two phases) in the new district of Nanchang City, Jiangxi Province, to build a blue-green chip production base that can achieve a monthly output of 1.2 million pieces (2 inches). The first phase invested 2.5 billion yuan to build a blue-green chip production base that can achieve a monthly output of 600,000 pieces (2 inches).
In September 2017, Ganzhao Optoelectronics Co., Ltd. plans to expand the production requirements of “red, yellow LED chips and triple-junction gallium arsenide solar cells projectsâ€. Xiamen Ganzhao Optoelectronics Co., Ltd. intends to carry out the subsidiary Yangzhou Ganzhao Optoelectronics Co., Ltd. Capital increase. After the capital increase, the registered capital of the subsidiary will increase to 582 million yuan.
Zhaochi shares
In June 2017, Zhaochi plans to set up a project company in Nanchang High-tech Industrial Development Zone, which is mainly engaged in the production, research and development and sales of LED epitaxial wafers and chips. The first phase of the project plans to jointly invest RMB 5 billion (including construction land, plant construction and renovation costs), of which the equipment investment is not less than RMB 3 billion, that is, the registered capital of the project company is not less than RMB 3 billion.
In December 2017, Zhaochi announced the announcement of the signing of the four-party regulatory agreement for the raised funds, and agreed to use the raised funds of 1 billion yuan to fund the subsidiary Jiangxi Zhaochi Semiconductor Co., Ltd., and implemented it with Jiangxi Zhaochi Semiconductor Co., Ltd. The main investment is to build a "LED epitaxial chip production project."
In February 2018, Zhaochi Co., Ltd. agreed to hold a subsidiary, Jiangxi Zhaochi Semiconductor Co., Ltd., and Nanchang Zhongwei Semiconductor Equipment Co., Ltd. to sign a procurement framework contract and other documents to purchase 100 AMEC Prismo A7 metal organic vapor deposition equipment.
The High-tech Research Institute LED Research Institute (GGII) compiled the "2018 China LED Chip Industry Research Report" based on the actual investigation of the upstream epitaxial chip companies in China, reporting on China's upstream MOCVD, chip, enterprise, industrial policy, investment risk. Detailed analysis and forecasting in terms of investment prospects. The High-tech Research Institute LED Research Institute (GGII) hopes to provide the most accurate and most informative reports for investors, industry insiders, securities companies and those who want to learn about the LED chip industry through actual research.
Data range description:
The data in this report is updated to December 2017
The data in this report is mainly based on data from mainland China, and data from other regions of the world are involved in a small amount.
Report price: 20,000 yuan / share (Chinese), 8,000 US dollars / share (English)
Contact: Mr. Chen
Contact information
Copyright Notice: The copyright of this report belongs to the High-tech Research Institute LED Research Institute (GGII). It is only for internal use by authorized companies and cannot be spread to any third party.
table of Contents
Chapter 1 Overview of the LED Chip Industry
The first section LED chip definition and classification
The second section of the LED chip industry development process
Section III China LED chip industry development environment
Chapter II Global LED Chip Industry Market Analysis
Section 1 Analysis of the characteristics of the global LED chip industry
Section 2 Analysis of the scale of the global LED chip industry
Section III Analysis of typical LED chip companies
Chapter III Market Analysis of China's LED Chip Industry
Section 1 Analysis of the characteristics of China's LED chip industry
Section 2 Number of MOCVD in China's LED industry
Section III Analysis of China's LED Chip Industry Scale
Chapter IV Competition Analysis of China's LED Chip Industry
Section 1 Analysis of the Number of Chinese LED Chip Enterprises
Section 2 Analysis of China LED Chip Industry Base
First, China LED chip industry base entry time
Second, the regional distribution of China's LED chip industry base
Third, the source of funds for China's LED chip industry base
Fourth, Taiwan enterprises invest in the field of LED chips in China
Section III Analysis of the Competition Pattern of China's LED Chip Industry
Section IV Analysis of China's LED Chip Industry Competition Trends
Chapter V Analysis of China LED Chip Industry Application Market
The first section of the main application area of ​​LED chip analysis
Section 2 Analysis of the Status and Trends of the Backlight Market
Section III Analysis of the Status and Trends of the Display Market
Section IV Analysis of the Status Quo and Trends of the Lighting Market
Section V Analysis of the Status Quo and Trends of Other Application Markets
Chapter VI Technology Status and Trends of China's LED Chip Industry
Section 1 Analysis of the Status Quo of China's LED Chip Industry
Section 2 Analysis of China's LED Chip Industry Technology Trends
Chapter VII Analysis of Key Enterprises in China's LED Chip Industry
Section 1 Major companies in China's LED chip industry
I. Sanan Optoelectronics
Second, dry photo photoelectric
Third, Aoyang Shunchang
Fourth, Huacan Optoelectronics
V. Dehao Runda
Sixth, dry photoelectric
Seven, Yuanrong Photoelectric
Eight, Jucan photoelectric
Nine, Hua Lei Optoelectronics
X. Development of crystal
Chapter VIII Investment Analysis of China's LED Chip Industry
Section 1 Investment Opportunities in China's LED Chip Industry
Section 2 Investment Risk of China's LED Chip Industry
Section III Investment Recommendations for China's LED Chip Industry
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