LED manufacturers re-expand the tide of supply chain integration
The temptation of strong demand for LED application market has accelerated the pace of capacity expansion of the mid-stream packaging plant. The reporter noted that since the first half of this year, most mainstream LED packaging factories in the mainland and Taiwan have started or planned a new round of expansion.
Recently, Longda Electronics said that in order to open up the bottleneck of packaging capacity, Ronda plans to increase the SMD packaging capacity from 1 billion pieces per month to 1.4 billion pieces. According to this calculation, Ronda's package expansion rate is as high as 40%, which is expected to be 3rd. Production capacity is expected to start in the quarter and gradually contribute to revenue. Yiguang Electronics also said that the company plans to expand its monthly EMC packaging capacity to 100 million units in 2014 and expand its production capacity by 60%.
On the mainland side, Guoxing Optoelectronics announced in March this year that it plans to raise funds of 60 million yuan from the “new plant and power construction project†of the fund-raising investment project to expand the LED display packaging capacity. Zhaochi shares (002429.SZ) also announced recently that it plans to invest 500 million yuan to set up Jiangxi Zhaochi Energy-saving Lighting Co., Ltd. to expand the production capacity of LED backlights, lighting packages and other products.
Mulinsen also made it clear before the end of 2013 that its LED packaging device capacity reached 13 billion units at the end of 2013. It is estimated that the monthly production capacity will increase to 20 billion units in the same period of 2014.
In addition, a number of executives including large-scale manufacturers such as Hongli Optoelectronics, Smect Optoelectronics and Changfang Lighting also revealed in their exchanges with reporters that there are plans to significantly expand production this year.
In fact, this year's LED packaging industry will continue to expand the trend of production, from the mid-stream packaging manufacturers supply chain important equipment manufacturers can be confirmed.
“In the first half of this year, our shipments of spectroscopic tape equipment reached 800-900 units, and more than 600 orders for equipment have been scheduled to be completed by the end of this year.†Shenzhen Hyun Shuo Optoelectronics Co., Ltd. has been committed to the manufacture of LED package back-end equipment. Zhao Yutao, general manager of the company, said in an interview with the reporter of "High-tech LED" that in the first and second quarters of this year, basically the first-line packaging manufacturers in China had large-volume equipment purchase orders, and everyone was actively expanding production.
According to Tan Yi, deputy general manager of Anpuguang, if the LED packaging factory is bigger, it must expand its production capacity. Otherwise, the scale advantage and price advantage will be difficult to reflect.
In addition to actively expanding production, another major move by some LED packaging manufacturers in the first half of this year is to step up the signing of supply and demand agreements with upstream chip manufacturers to establish an offensive and defensive alliance.
In March of this year, Sanan Optoelectronics and Jufei Optoelectronics signed a "Strategic Cooperation Agreement", saying that from March 2014 to March 2015, Jufei Optoelectronics will purchase about 200 million LED chips from Sanan Optoelectronics.
Less than two months later, Xinhaiyi Holdings subsidiary Suzhou Xinnajing and Changfang Lighting signed a “2014 Strategic Purchasing Cooperation Agreement†with a contract amount of 5.85 million yuan for a period of nine months, with a total contract amount of 52.65 million. yuan.
Then, on May 20, Aoyang Shunchang Holdings subsidiary Huai'an Aoyang Shunchang Optoelectronic Technology Co., Ltd. and Mulinsen Co., Ltd. signed a "Strategic Cooperation Agreement", the agreement will be in the market information, product development, technical support In strategic cooperation with product supply, Mulinsen will continue to purchase LED chips from Huai'an Optoelectronics, with a total amount of not less than RMB 400 million in two years.
In an interview with the media, Hongli Optoelectronics’s secret secretary Deng Shoutie also revealed that signing a supply and demand cooperation agreement is indeed helpful to both parties. Hongli Optoelectronics does not rule out the possibility of such a plan in the future.
It is worth noting that some domestic second-line LED packaging manufacturers are also considering to strengthen cooperation plans with upstream chip manufacturers.
“In terms of establishing strategic supply and demand cooperation with upstream chip factories, Smectic has similar plans in the near future.†Zhang Luhua also admitted that establishing a binding relationship with suppliers can obtain more reliable chip resources, and the supply is relatively stable and can be further strengthened. Cost Control.
It is not difficult to see that LED packaging plants have chosen to actively establish strategic cooperation with upstream chip suppliers at this time. On the one hand, due to the tight demand for LED highlight chips since the first half of the year, both parties have ensured a stable supply relationship; on the other hand, domestic Packaging companies began to pay more attention to the integration of upstream and downstream supply chains.
In particular, the current era of simply price has gone, the quality and reliability of products are gradually becoming the focus of the market. Domestic LED packaging factories can only further strengthen cost control and quality control by seeking more long-term stable chip suppliers. Improve the competitiveness of its products in the market in the future.
Recently, Longda Electronics said that in order to open up the bottleneck of packaging capacity, Ronda plans to increase the SMD packaging capacity from 1 billion pieces per month to 1.4 billion pieces. According to this calculation, Ronda's package expansion rate is as high as 40%, which is expected to be 3rd. Production capacity is expected to start in the quarter and gradually contribute to revenue. Yiguang Electronics also said that the company plans to expand its monthly EMC packaging capacity to 100 million units in 2014 and expand its production capacity by 60%.
On the mainland side, Guoxing Optoelectronics announced in March this year that it plans to raise funds of 60 million yuan from the “new plant and power construction project†of the fund-raising investment project to expand the LED display packaging capacity. Zhaochi shares (002429.SZ) also announced recently that it plans to invest 500 million yuan to set up Jiangxi Zhaochi Energy-saving Lighting Co., Ltd. to expand the production capacity of LED backlights, lighting packages and other products.
Mulinsen also made it clear before the end of 2013 that its LED packaging device capacity reached 13 billion units at the end of 2013. It is estimated that the monthly production capacity will increase to 20 billion units in the same period of 2014.
In addition, a number of executives including large-scale manufacturers such as Hongli Optoelectronics, Smect Optoelectronics and Changfang Lighting also revealed in their exchanges with reporters that there are plans to significantly expand production this year.
In fact, this year's LED packaging industry will continue to expand the trend of production, from the mid-stream packaging manufacturers supply chain important equipment manufacturers can be confirmed.
“In the first half of this year, our shipments of spectroscopic tape equipment reached 800-900 units, and more than 600 orders for equipment have been scheduled to be completed by the end of this year.†Shenzhen Hyun Shuo Optoelectronics Co., Ltd. has been committed to the manufacture of LED package back-end equipment. Zhao Yutao, general manager of the company, said in an interview with the reporter of "High-tech LED" that in the first and second quarters of this year, basically the first-line packaging manufacturers in China had large-volume equipment purchase orders, and everyone was actively expanding production.
According to Tan Yi, deputy general manager of Anpuguang, if the LED packaging factory is bigger, it must expand its production capacity. Otherwise, the scale advantage and price advantage will be difficult to reflect.
In addition to actively expanding production, another major move by some LED packaging manufacturers in the first half of this year is to step up the signing of supply and demand agreements with upstream chip manufacturers to establish an offensive and defensive alliance.
In March of this year, Sanan Optoelectronics and Jufei Optoelectronics signed a "Strategic Cooperation Agreement", saying that from March 2014 to March 2015, Jufei Optoelectronics will purchase about 200 million LED chips from Sanan Optoelectronics.
Less than two months later, Xinhaiyi Holdings subsidiary Suzhou Xinnajing and Changfang Lighting signed a “2014 Strategic Purchasing Cooperation Agreement†with a contract amount of 5.85 million yuan for a period of nine months, with a total contract amount of 52.65 million. yuan.
Then, on May 20, Aoyang Shunchang Holdings subsidiary Huai'an Aoyang Shunchang Optoelectronic Technology Co., Ltd. and Mulinsen Co., Ltd. signed a "Strategic Cooperation Agreement", the agreement will be in the market information, product development, technical support In strategic cooperation with product supply, Mulinsen will continue to purchase LED chips from Huai'an Optoelectronics, with a total amount of not less than RMB 400 million in two years.
In an interview with the media, Hongli Optoelectronics’s secret secretary Deng Shoutie also revealed that signing a supply and demand cooperation agreement is indeed helpful to both parties. Hongli Optoelectronics does not rule out the possibility of such a plan in the future.
It is worth noting that some domestic second-line LED packaging manufacturers are also considering to strengthen cooperation plans with upstream chip manufacturers.
“In terms of establishing strategic supply and demand cooperation with upstream chip factories, Smectic has similar plans in the near future.†Zhang Luhua also admitted that establishing a binding relationship with suppliers can obtain more reliable chip resources, and the supply is relatively stable and can be further strengthened. Cost Control.
It is not difficult to see that LED packaging plants have chosen to actively establish strategic cooperation with upstream chip suppliers at this time. On the one hand, due to the tight demand for LED highlight chips since the first half of the year, both parties have ensured a stable supply relationship; on the other hand, domestic Packaging companies began to pay more attention to the integration of upstream and downstream supply chains.
In particular, the current era of simply price has gone, the quality and reliability of products are gradually becoming the focus of the market. Domestic LED packaging factories can only further strengthen cost control and quality control by seeking more long-term stable chip suppliers. Improve the competitiveness of its products in the market in the future.
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