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A new round of LED opportunities, Sanan Optoelectronics is preparing to expand production and grab food?
From the current expansion plans of various LED manufacturers, overseas manufacturers have insufficient power to expand production. The main force for expansion is mainland Chinese manufacturers, but the number of expansion machines is less than that of eliminated machines, so the production capacity will remain tight in the next three years. Entering the boom cycle, related LED companies benefit and profitability increases. The elimination of the old MOCVD machine in the world has led to the continued tight LED production capacity. The LED chip company's gross profit margin has increased. The MOCVD machine purchased during the peak period of 2010-2012 expansion is now facing the aging and will be phased out. This type of production capacity is mainly distributed in Europe, America, Japan, Korea and Taiwan. And mainland China, a total of about 1,800 MOCVD, accounting for about 60% of the current global holdings of 3,100 units, producing nearly 50% of the world's LED epitaxial wafers, these old machines will be phased out from 2018 to 2020, need to be purchased annually 450 new equipment to make up for the exit of the old capacity. From the current expansion plans of various LED manufacturers, overseas manufacturers have insufficient power to expand production. The main force for expansion is mainland Chinese manufacturers, but the number of expansion machines is less than that of eliminated machines, so the production capacity will remain tight in the next three years. Entering the boom cycle, related LED companies benefit and profitability increases. LED downstream demand continues to grow, emerging areas continue to increase, Micro LED is expected to become the next outbreak market. At present, the global LED application market still has an annual growth rate of more than 10%, small pitch, automotive lighting penetration rate accelerates, driving LED epitaxial wafers, The demand for chips has grown. Infrared and ultraviolet LED products have been applied in the fields of health care and security. MicroLED is a huge market even if it is only used in 5% of watches and mobile phones worldwide, and it will consume all the current LED epitaxial wafer production capacity. In the process of micro LEDs from scratch and application gradual penetration, LED demand will grow rapidly. Sanan took the lead in expanding production and further consolidated its leading position. In response to the peak production capacity of the LED industry, Sanan and other mainland manufacturers expanded their production in due course. In 2016, Sanan's operating income surpassed Taiwan's Jingyuan Optoelectronics for the first time. In 2017-2018, Sanan will purchase about 150 new MOCVDs, and its global market share will climb to 22%. Not only is the scale leading, but the profitability is also the strongest. With the company's superior strategy, leading technology and management level, it has ranked first in both LED chip companies in terms of gross profit margin and net profit margin. Layout of automotive lighting business, deepening the vertical integration of the industrial chain Wuhu Anrui Optoelectronics is the strategic focus of Sanan's development of automotive lighting business. The investment in the first phase of the project is close to 200 million yuan. The revenues in 2015 and 2016 are 256 million yuan and 5.10 respectively. 100 million yuan. The second phase of the project is under construction with an investment of 968 million yuan, which is an important part of the company's vertical integration of the entire industry chain, which will promote the rapid increase of the company's LED products market share in the automotive lighting market. Sanan will also complete the vertical integration of raw materials from upstream substrates, gases and other materials, mid-stream LED epitaxial wafers and chips, and downstream LED application products. Leveraging 5G and IoT opportunities, the compound semiconductor integration business will set sail. The current global new technology reserves are increasing. 5G, IoT, wearable devices, AR, industrial 4.0, artificial intelligence, etc. are on the eve of the outbreak, and new technology upgrades will drive arsenic. Gallium and gallium nitride represent the development of the second and third generation compound semiconductor industries. The first phase of the subsidiary Sanan Integration (Compound Semiconductor Business) invested 3 billion yuan and is expected to be completed by the end of 2018. The main products are gallium arsenide high-speed semiconductor devices and GaN high-power devices, which are used in the fields of mobile phones, televisions, car navigation, satellites, radars, etc., with broad prospects.