5 years, 60% of LED companies exited the old equipment "cabbage price" can not sell

Recently, the chairman of a listed company in the industry said in an interview that at least three epitaxial chip companies are seeking acquisitions from him.

And this may be just the tip of the iceberg of the "crisis" of the LED chip industry. The data shows that there were 62 LED chip companies in China in 2009, and now there are only 20 companies in normal production. What is even more frightening is that many industry players expect that there will be only three or five chip companies left in the future.

Liu Cheng enterprises gradually exit <br> <br> It is understood that in 2009 the domestic LED chip business area is divided by the number of 62. The reporter found this list of statistics, including 10 LED chip companies in Guangdong at the time, and 8 in Fujian. There are dozens of other places in Jiangsu, Hubei, Shandong and other places.

Today, many companies on the list no longer exist. LED experts revealed that there are currently more than 20 chip companies in the mainland producing.

This means that in just five years, almost 60% of chip companies have left the market. The reporter was informed that not all of the "60% of enterprises" here have closed down, and 10 of them are in the "vegetarian state." The so-called "vegetarian state" means that although these enterprises have not closed down, they are already on the verge of bankruptcy, basically not producing, or the output is very small.

Hefei Rainbow Blu-ray Technology Co., Ltd. has had a period of suspension of production for a period of time this year. In 2010, the company's LED project was officially started. According to the plan at the time, the total investment of the project was 10 billion yuan. 200 MOCVD (45+ machines) and supporting chip production lines will be built in two phases.

According to the reporter's calculation, if this plan is successfully completed, Hefei Rainbow Blu-ray Technology Co., Ltd. will become the first two companies with the largest number of MOCVD in China. However, from the end of December 2013 to May this year, the company was in a semi-discontinued state for half a year, and it was not until June that it resumed production.

Now, some companies on the verge of bankruptcy are doing everything possible to seek acquisitions. The above chairman clearly stated that at least three epitaxial chip companies are looking for him to integrate. And these chip companies also have a certain position in the industry. "Small is not in my eyes."

Hang Hua, vice president of Yingrui Optoelectronics Technology (Shanghai) Co., Ltd., said that small and medium-sized enterprises are not enough to invest in R&D, and the scale is not enough. The gap between them and large enterprises will become more and more, and some enterprises will be very uncomfortable. The chip has an increase in brightness every quarter. For the chip company, if the brightness is not improved for a period of time, it is easy to fall behind.

There are three or five left in the future?

The above-mentioned chairman believes that the current domestic market can not digest the production capacity of more than 20 chip companies. If the lighting products made in China are only supplied to the Chinese market, then one upstream chip company will be enough.

However, he also stressed that China's manufacturing is serving the world. At present, everyone's consensus is that the future manufacturing base of LED lighting is in China. Previously, Wang Donglei always believed that the upstream of LED can't escape the law of semiconductor industry development. The world may end up with only 3~5 LED epitaxial chip companies.

It is not only him who holds the "three-five family theory". In June of this year, Jiang Zhongyong, general manager of Hangzhou Silan Mingxin Technology Co., Ltd. said that enterprises with cost control capability, technological leadership, stable product quality and large-scale production capacity can stay. At present, there are about 20 domestic LED chip factories in production, which is still too much. From the perspective of market demand, there are only about five LED chip factories that will continue to exist in the next five years.

In fact, in terms of quantity, there are currently more than five listed companies involved in LED chips in China. If the “Three-Five Theory” is established, the future reshuffle may be further expanded to more capital-rich listed companies.

But even so, many companies are still expanding. On December 9th, Dehao Runda flip chip realized mass production in Anhui. According to insiders of the company, the current flip chip production capacity is 15,000 pieces per month. The company plans to achieve 50,000 pieces after the second phase of next year. Capacity. The company's current production capacity of the chip is also 50,000 pieces per month. This means that the production capacity of Dehao Runda will double by next year.

In addition to Dehao Runda, Huacan Optoelectronics, Sanan Optoelectronics and other companies have announced plans to expand production this year.

No one took the old equipment sale <br> <br> capital come easily out of. It is very difficult for some chip companies to retreat now because old equipment is not easy to handle. The price of new equipment has dropped, and performance has improved. It is the first obstacle to the sale of old equipment.

Compared with 2011, the price of new MOCVD equipment has been reduced by about 40%. The price of new equipment has fallen sharply, and old equipment has lost its price advantage. "The most critical problem is that because the cost of equipment has dropped, the original 100-dollar equipment may be available now at 70." Wang Lianghai, vice president of Tongfang.

Not only that, but on the basis of the price drop, the performance of the new equipment has been greatly improved. Today's equipment yields are higher and more intelligent. Now a computer host can manage 3 to 4 MOCVD devices at the same time. Previously, one machine had to be guarded by a person. In this way, companies do not want to buy old machines.

The new equipment is getting smarter. If the old equipment doesn't understand the operation, it is more troublesome.

Important equipment such as MOCVD is often associated with land and factory buildings. When the general enterprise sells equipment, it also requires that the entire plant be “packaged”. This is equivalent to building a branch factory for the buyer. Management is very inconvenient. In addition, the debts behind the MOCVD equipment and the relationship with the local government will be more complicated, so few buyers are willing to take the shot.

Wang Lianghai clearly stated that he may not buy the old equipment for three or four percent. "It is better to buy a new one." Dehao Runda is also not interested in the LED chip companies and equipment that are not working. Wang Donglei believes that there are not many acquisitions. He smiled and said: "Look slowly."

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