(Text / high-tech LED reporter Peng Rongfang) The domestic LED upstream chip market, which has been shrouded in overcapacity, has formed a new market structure in 2012 after fierce competition in a year.
According to the data of the 2011 domestic LED chip enterprise sales ranking released by the High-tech LED Industry Research Institute, Hangzhou Shilan Mingxin Technology Co., Ltd. (hereinafter referred to as “Slan Mingxinâ€) ranked second in 2010, in 2011. The annual ranking has fallen sharply and has fallen to fifth place.
On March 6, the 2011 annual report released by Silan Micro (600460.SH) showed that its wholly-owned subsidiary Silan Mingxin achieved operating income of 341 million in 2011, down 13.14% from 2010.
A middle-level management of an LED display company told Gaogong LED. "If Silan Mingxin does not expand its scale as soon as possible, it will lose its original advantage in product prices in the future, and may even be forgotten by the market."
New market pattern
Recently, the annual report published by Silan Micro showed that the company's operating performance showed a significant decline in 2011. The data shows that Silan's total operating income in 2011 was 1.546 billion yuan, with a total profit of 168 million yuan, a year-on-year decrease of 42.81%. Net profit attributable to shareholders of the parent company was 153 million yuan, a year-on-year decrease of 40.11%.
Among them, Silan Mingxin's operating income in 2004 was 341 million yuan, a year-on-year decrease of 13.14%, and net profit was 55.03 million yuan, a year-on-year decrease of 54.12%. And "High-tech LED" found that in 2011, Silan Mingxin only received government subsidies of 49.76 million yuan.
According to the “2011 Domestic LED Chip Enterprise Sales Ranking†published by Gaogong LED Industry Research Institute, from the ranking changes of the listed companies, Silan Mingxin has slipped from the second place in 2010 to the fifth place. . Sanan Optoelectronics
(600703.SH) still maintains the first, Huacan Optoelectronics No. 2, Inspur Huaguang Third, and Dry Photoelectric (300102.SZ) fourth, Shanghai Blu-ray and Wuhan Diyuan Optoelectronics maintain the sixth and tenth unchanged.
Obviously, whether it is from the scale of business or the production capacity of epitaxial wafers, Silan Mingxin is being opened by other LED chip companies in China.
According to "High-tech LED", in 2011, Sanan Optoelectronics chip revenue was 1.018 billion yuan, with 144 MOCVD, of which about 100 are being produced. Huacan Optoelectronics chip revenue of 474 million yuan, MOCVD 29; dry photoelectric chip revenue of 376 million yuan, MOCVD26.
Judging from the changes in the rankings of enterprises, the 7th Dalian Lumei in 2010, the 8th Shenzhen Orende, and the ninth Jiangmen Zhenmingli (1868.HK) have all fallen out of the top ten in 2011. Instead, it is Crystal Energy Optoelectronics, Yangzhou Zhongke and Tonghui Electronics.
For the current market situation of Silan Mingxin, it can be said that "there are strong enemies before, and there are pursuers afterwards."
As of press time, as a strong opponent of Silan Mingxin in the domestic blue-green display chip, Huacan Optoelectronics has just succeeded in the GEM. According to the fundraising plan, Huacan Optoelectronics will invest 1.398 billion yuan in the third phase of LED epitaxial chip construction project in the next three years. After the production, it will add a total of 1,831 KK/month for the company's new blue and green chip production capacity. .
In 2011, the sales of Shanghai Blu-ray, which is closely related to Silan Mingxin, was 290 million yuan, which was only 51 million yuan from Silan Mingxin. However, the number of MOCVD machines has far exceeded that of Silan Mingxin, reaching 70 units (including Hefei). Rainbow Blu-ray, has not been put into production). While Yangzhou Zhongke, Tonghui Electronics, and Diyuan Optoelectronics still have a big gap with Shilan Mingxin in 2011, their revenues have already exceeded 100 million. These companies have great potential for development and may surpass Silan Mingxin in the future.
Chen Jiaxin, the optoelectronics division of Guoxing Optoelectronics (002449.SZ), told Gaogong LED that “Under this competitive pattern, Silan Mingxin will expand the application field of LED chips like Huacan, or expand the existing scale. Improve the mass production capacity and thus lower the price, otherwise the situation will be very difficult in the future."
According to the data of the 2011 domestic LED chip enterprise sales ranking released by the High-tech LED Industry Research Institute, Hangzhou Shilan Mingxin Technology Co., Ltd. (hereinafter referred to as “Slan Mingxinâ€) ranked second in 2010, in 2011. The annual ranking has fallen sharply and has fallen to fifth place.
On March 6, the 2011 annual report released by Silan Micro (600460.SH) showed that its wholly-owned subsidiary Silan Mingxin achieved operating income of 341 million in 2011, down 13.14% from 2010.
A middle-level management of an LED display company told Gaogong LED. "If Silan Mingxin does not expand its scale as soon as possible, it will lose its original advantage in product prices in the future, and may even be forgotten by the market."
New market pattern
Recently, the annual report published by Silan Micro showed that the company's operating performance showed a significant decline in 2011. The data shows that Silan's total operating income in 2011 was 1.546 billion yuan, with a total profit of 168 million yuan, a year-on-year decrease of 42.81%. Net profit attributable to shareholders of the parent company was 153 million yuan, a year-on-year decrease of 40.11%.
Among them, Silan Mingxin's operating income in 2004 was 341 million yuan, a year-on-year decrease of 13.14%, and net profit was 55.03 million yuan, a year-on-year decrease of 54.12%. And "High-tech LED" found that in 2011, Silan Mingxin only received government subsidies of 49.76 million yuan.
According to the “2011 Domestic LED Chip Enterprise Sales Ranking†published by Gaogong LED Industry Research Institute, from the ranking changes of the listed companies, Silan Mingxin has slipped from the second place in 2010 to the fifth place. . Sanan Optoelectronics
(600703.SH) still maintains the first, Huacan Optoelectronics No. 2, Inspur Huaguang Third, and Dry Photoelectric (300102.SZ) fourth, Shanghai Blu-ray and Wuhan Diyuan Optoelectronics maintain the sixth and tenth unchanged.
Obviously, whether it is from the scale of business or the production capacity of epitaxial wafers, Silan Mingxin is being opened by other LED chip companies in China.
According to "High-tech LED", in 2011, Sanan Optoelectronics chip revenue was 1.018 billion yuan, with 144 MOCVD, of which about 100 are being produced. Huacan Optoelectronics chip revenue of 474 million yuan, MOCVD 29; dry photoelectric chip revenue of 376 million yuan, MOCVD26.
Judging from the changes in the rankings of enterprises, the 7th Dalian Lumei in 2010, the 8th Shenzhen Orende, and the ninth Jiangmen Zhenmingli (1868.HK) have all fallen out of the top ten in 2011. Instead, it is Crystal Energy Optoelectronics, Yangzhou Zhongke and Tonghui Electronics.
For the current market situation of Silan Mingxin, it can be said that "there are strong enemies before, and there are pursuers afterwards."
As of press time, as a strong opponent of Silan Mingxin in the domestic blue-green display chip, Huacan Optoelectronics has just succeeded in the GEM. According to the fundraising plan, Huacan Optoelectronics will invest 1.398 billion yuan in the third phase of LED epitaxial chip construction project in the next three years. After the production, it will add a total of 1,831 KK/month for the company's new blue and green chip production capacity. .
In 2011, the sales of Shanghai Blu-ray, which is closely related to Silan Mingxin, was 290 million yuan, which was only 51 million yuan from Silan Mingxin. However, the number of MOCVD machines has far exceeded that of Silan Mingxin, reaching 70 units (including Hefei). Rainbow Blu-ray, has not been put into production). While Yangzhou Zhongke, Tonghui Electronics, and Diyuan Optoelectronics still have a big gap with Shilan Mingxin in 2011, their revenues have already exceeded 100 million. These companies have great potential for development and may surpass Silan Mingxin in the future.
Chen Jiaxin, the optoelectronics division of Guoxing Optoelectronics (002449.SZ), told Gaogong LED that “Under this competitive pattern, Silan Mingxin will expand the application field of LED chips like Huacan, or expand the existing scale. Improve the mass production capacity and thus lower the price, otherwise the situation will be very difficult in the future."
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