Jingdian 100% eats Guanggao called Taiwan Luan Sanan Optoelectronics
Jingdian currently owns 51% of Guanglu, and the board of directors of the company decided to acquire the remaining 49% of the shares by way of share swap, and became the sole legal person shareholder of Guangbo. The industry believes that although the crystal power team has already been stationed in Guangzhou-Guangzhou, but due to limited mastery, it still makes the company's external losses in the first half of this year expand; after the crystal power 100% masters Guangguang, there will still be losses in the short term, but the crystal power The scale of the economy will be expanded. It can directly control 280~300 MOCVD machines, and is the second largest chip manufacturer in the world. It is optimistic about the long-term benefits brought by this merger.
Jingdian and Guangjia had a strategic alliance as early as 2010. With the proportion of Jingdian's shareholding gradually reaching 51%, the company's team has already entered Guanggao, and has started to upgrade its production capacity, technology and production efficiency. In the first quarter of this year, Crystal Power still recognized a loss of 278 million yuan in the first quarter of this year due to limited control and poor economic performance.
It is understood that Guanggao's current main customers are South Korea's Seoul Semiconductor and Jingdian, while the rest are self-owned brands, accounting for 40%, 30%, and 30% of revenue. However, except for Seoul Semiconductor and Crystal Electric OEM orders. In addition to profit, the private label is still losing money. Based on the continued consolidation of important customers, Jingdian will maintain the status of Guangzhou-Guangzhou after its full shareholding in Guanggao. However, after the introduction of crystal technology and resources, it will convert and upgrade the weaker private label product line. In order to achieve profitability.
Jingdian pointed out that the two companies will carry out product line comparison and technology platform integration. Currently, we plan to produce medium and low power LED chips, focusing on the backlight and lighting markets such as mobile phones, NB and Ultrabook, and the original gallium. Orders for large-size backlight chips and high-power chips will be transferred back to the production of crystal power, and the future product lines of both companies will be more effectively planned.
According to the industry, after the merger of the two parties, Jingdian can fully entrust the technology to maximize the efficiency of Guanglu, and thus improve the overall technical level. However, in the short term, it can only reduce the loss of Guangjia, and it is difficult to turn profitable quickly. Guanggao's after-tax EPS of -3.08 yuan this year, and next year it will shrink to EPS -2.3 yuan, but after the shareholding ratio increased from 51% to 100%, Jingdian will face losses and increase pains next year.
In the long run, after 100% of the company has Guangguang, the company will no longer need to lease equipment with Guanglu, but directly master about 280~300 MOCVD machines, including 220~230 sets of crystal and about gallium. 60 to 70 units, the economic scale can be improved, and operating expenses (labor costs, etc.) will be reduced. At the same time, it is also possible to grasp the low-to-low-cost medium- and low-power grain market through Guang-Guang. The range of customers that the company can undertake is expected to expand again, leading the market with high production capacity, which will help Jingdian to consolidate its leading position in the industry. , the world's second largest LED chip factory.
Jing Yong, a spokesperson for Jingdian, said that the current production capacity of Guanglu is about 150,000 units per month, and if the crystal power expands itself, it will cost at least NT$80 to reach the scale of Guangguang. In view of the 100 million yuan, Jingdian has won the leading position of Guangrong with a stock value of 4 billion yuan, which is a cost-effective transaction.
The Guangzhou-Guangzhou specialization market is the market where the mainland's leading faucet factory Sanan is attacking at a low price. In the future, the combination of crystal power and Guang-Guang capacity will make the product differentiated, which will help improve the cost performance of the product on an economic scale. Let Jingdian make resources more efficient towards high-end products, and open distance from Sanan, and also improve the gallium capacity and Sanan competition.
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