Gaogong LED Network News (Reporter Liu Qiaomei) " Lao Fu Fu , aspirations in a thousand miles", as vice chairman and president of Tongfang Co., Ltd., Lu Zhicheng has passed the year of the flower, but this does not affect his enthusiasm for emerging industries, now 62 When he was old, he talked about the LED industry.
Since June 27, 1997, he has been on the capital market. After 14 years, Tongfang shares (600100) (then called Tsinghua Tongfang Co., Ltd., later renamed Tongfang Co., Ltd.) total revenue from 385 million yuan in 1997. In 2010, 18.258 billion yuan, a full increase of 46 times, and the industries involved are computer systems, digital cities, security systems, Internet of Things applications, microelectronics and core components, multimedia, knowledge networks, military, digital TV systems. Twelve key industries, such as building energy conservation and semiconductor and lighting and environmental technology, among which the semiconductor and lighting industry is like a youngster who is thriving in the stock market, just in time, just waiting for it to fly.
This time, "the biggest and most concentrated" plus investment in the LED industry, Tongfang shares are not afraid to compete with the group, "in the next three years, strive to become the country's largest, the world's top three chip suppliers."
LED has been laid out and the game is only waiting
According to Gaogong LED reporter, Tongfang’s strategic layout for the LED industry chain has started in 2006. As of 2011, Tongfang’s shares have initially built a complete industrial chain from epitaxial wafer, chip manufacturing, product application to urban landscape lighting. And the industrial layout of the supply area radius around Northeast, North China, East China and South China has formed Beijing LED epitaxial wafer/chip, Shenyang, Guangzhou LED TV backlight and lighting products, Nantong LED epitaxial wafer and chip four semiconductors and lighting The production base, semiconductor and lighting industry has begun to take shape.
Throughout the industrial development of Tongfang shares, there is a relationship between them, either technically common, or common in the market, or both upstream and downstream. This is an investment philosophy that Tongfang has been insisting on. Lu Zhicheng said frankly, "There are applications for computers, TVs, and backlight modules. This is the basis for us to have the courage to invest in LEDs."
So far, Tongfang’s shares have invested more than 3 billion yuan in the LED industry. Lu Zhicheng said, “This is the largest and most concentrated project of Tongfang’s share investment in more than a decade.â€
In 2006, Tongfang shares tried a small knife in the LED industry, but that investment was dubbed by Lu Zhicheng as “failedâ€. Speaking of this experience, Lu Zhicheng believes that "the same party is not afraid to pay tuition fees, from the perspective of the development prospects of the LED industry, we still choose to go firmly." So there will be a second LED extension in the Shunyi base in Beijing, The chip manufacturing project, 6 MOCVD equipments were officially put into operation in September last year, reaching an annual production capacity of 200,000 epitaxial wafers, and the mass supply of products has been realized. It is because of this successful mass production that Tongfang shares I am confident to do a large scale in the LED field.
On August 8, 2010, Tongfang’s third investment in the LED industry came to an end – the first phase of the Nantong LED Semiconductor Industrial Base, with a total investment of 3 billion yuan, was officially laid; after one year of plant construction and equipment commissioning On August 8, 2011, the first phase of the Nantong LED Semiconductor Industrial Base was officially put into operation. According to the plan, after the 48 MOCVD equipments are in place at the end of this year, the base will form an annual production capacity of 2.4 million high-brightness blue-green LED epitaxial wafers and supporting LED chip production capacity, forming an annual sales revenue of more than 2 billion yuan.
Tongfang LED Industry Base :
On the one hand, Tongfang shares grasped the huge market opportunities brought about by the rise of LED TV, increased investment in LED backlight modules, and built two production bases in Shenyang and Guangzhou, and has been constructed with unilateral illumination and direct-lit technology. The main 9 backlight module production lines, producing CCFL and LED 22-inch to 47-inch full range of backlight module products, initially reaching 4.5 million pieces / year of production capacity, and with many domestic and foreign major TV manufacturers to reach a supply intention .
On the other hand, the company is committed to LED indoor and outdoor (including landscape lighting) lamps, and cooperated with the well-known Dutch LED lighting company Lemnis, has completed the development and design of indoor and outdoor lighting source modules and products, and formed the Pharox interior lights, Lumis's mixed-light street lamps and other products have reached an annual production capacity of 3 million indoor LED lighting products and 300,000 室外 outdoor lighting products. Among them, Pharox indoor lamp is the indoor LED lighting product with the best color rendering effect, the lowest heat generation, the longest actual life and the lowest failure rate. The appearance mold and radiator are self-developed.
In the field of LED, Lu Zhicheng said that three things must be done: "First, the Nantong base should reach production as soon as possible, and achieve the highest efficiency, which should be around the end of the year; second, do the corresponding upstream and downstream market pull; third, Do a good job in R&D centers and break through the high-end technology of the LED industry."
Since June 27, 1997, he has been on the capital market. After 14 years, Tongfang shares (600100) (then called Tsinghua Tongfang Co., Ltd., later renamed Tongfang Co., Ltd.) total revenue from 385 million yuan in 1997. In 2010, 18.258 billion yuan, a full increase of 46 times, and the industries involved are computer systems, digital cities, security systems, Internet of Things applications, microelectronics and core components, multimedia, knowledge networks, military, digital TV systems. Twelve key industries, such as building energy conservation and semiconductor and lighting and environmental technology, among which the semiconductor and lighting industry is like a youngster who is thriving in the stock market, just in time, just waiting for it to fly.
This time, "the biggest and most concentrated" plus investment in the LED industry, Tongfang shares are not afraid to compete with the group, "in the next three years, strive to become the country's largest, the world's top three chip suppliers."
LED has been laid out and the game is only waiting
According to Gaogong LED reporter, Tongfang’s strategic layout for the LED industry chain has started in 2006. As of 2011, Tongfang’s shares have initially built a complete industrial chain from epitaxial wafer, chip manufacturing, product application to urban landscape lighting. And the industrial layout of the supply area radius around Northeast, North China, East China and South China has formed Beijing LED epitaxial wafer/chip, Shenyang, Guangzhou LED TV backlight and lighting products, Nantong LED epitaxial wafer and chip four semiconductors and lighting The production base, semiconductor and lighting industry has begun to take shape.
Throughout the industrial development of Tongfang shares, there is a relationship between them, either technically common, or common in the market, or both upstream and downstream. This is an investment philosophy that Tongfang has been insisting on. Lu Zhicheng said frankly, "There are applications for computers, TVs, and backlight modules. This is the basis for us to have the courage to invest in LEDs."
So far, Tongfang’s shares have invested more than 3 billion yuan in the LED industry. Lu Zhicheng said, “This is the largest and most concentrated project of Tongfang’s share investment in more than a decade.â€
In 2006, Tongfang shares tried a small knife in the LED industry, but that investment was dubbed by Lu Zhicheng as “failedâ€. Speaking of this experience, Lu Zhicheng believes that "the same party is not afraid to pay tuition fees, from the perspective of the development prospects of the LED industry, we still choose to go firmly." So there will be a second LED extension in the Shunyi base in Beijing, The chip manufacturing project, 6 MOCVD equipments were officially put into operation in September last year, reaching an annual production capacity of 200,000 epitaxial wafers, and the mass supply of products has been realized. It is because of this successful mass production that Tongfang shares I am confident to do a large scale in the LED field.
On August 8, 2010, Tongfang’s third investment in the LED industry came to an end – the first phase of the Nantong LED Semiconductor Industrial Base, with a total investment of 3 billion yuan, was officially laid; after one year of plant construction and equipment commissioning On August 8, 2011, the first phase of the Nantong LED Semiconductor Industrial Base was officially put into operation. According to the plan, after the 48 MOCVD equipments are in place at the end of this year, the base will form an annual production capacity of 2.4 million high-brightness blue-green LED epitaxial wafers and supporting LED chip production capacity, forming an annual sales revenue of more than 2 billion yuan.
Tongfang LED Industry Base :
| Base name | project | Production capacity | Â |
| Beijing Shunyi Base | LED epitaxy, chip manufacturing, 6 MOCVD devices have been mass-produced | With an annual output of 200,000 epitaxial wafers, the annual production capacity of LED chips is about 1 billion. | Â |
| Shenyang base | LED backlight module | Annual production of 2 million pieces | Â |
| Guangzhou base | LED backlight module, LED lighting products | An annual output of 2.8 million pieces, 3 million indoors, 300,000 outdoor | Â |
| Jiangsu Nantong Base | LED epitaxy, chip manufacturing, backlight module, LED lamps, 48 ​​MOCVD will be in place by the end of this year, and 16 units have been put into operation. | LED epitaxial wafers with an annual output of 2.4 million |  |
On the one hand, Tongfang shares grasped the huge market opportunities brought about by the rise of LED TV, increased investment in LED backlight modules, and built two production bases in Shenyang and Guangzhou, and has been constructed with unilateral illumination and direct-lit technology. The main 9 backlight module production lines, producing CCFL and LED 22-inch to 47-inch full range of backlight module products, initially reaching 4.5 million pieces / year of production capacity, and with many domestic and foreign major TV manufacturers to reach a supply intention .
On the other hand, the company is committed to LED indoor and outdoor (including landscape lighting) lamps, and cooperated with the well-known Dutch LED lighting company Lemnis, has completed the development and design of indoor and outdoor lighting source modules and products, and formed the Pharox interior lights, Lumis's mixed-light street lamps and other products have reached an annual production capacity of 3 million indoor LED lighting products and 300,000 室外 outdoor lighting products. Among them, Pharox indoor lamp is the indoor LED lighting product with the best color rendering effect, the lowest heat generation, the longest actual life and the lowest failure rate. The appearance mold and radiator are self-developed.
In the field of LED, Lu Zhicheng said that three things must be done: "First, the Nantong base should reach production as soon as possible, and achieve the highest efficiency, which should be around the end of the year; second, do the corresponding upstream and downstream market pull; third, Do a good job in R&D centers and break through the high-end technology of the LED industry."
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