At present, the major manufacturers in the industry are all in full production, short-term memory in a certain supply exceeds demand, the industry chain is also generally demand for price increases. The industry expects that the supply and demand situation will be tight during the second and third quarters.
LED chip manufacturer Huacan Optoelectronics (300323) Dongzhi introduced that since November last year, the company is basically in a state of full production; the price of the industry leader Sanan Optoelectronics (600703) S-30MB/S-32BB series has been It will be raised by 8% from the 10th of the month.
Industry insiders believe that the industry's supply and demand tension is mainly related to two factors: First, the continuous growth of downstream demand, especially the explosive growth of daily consumer goods industries such as lighting; Second, the industry's own adjustment, in the past two or three years, almost no Expand production.
Searching for public information reveals that due to the severe oversupply of industry supplies, the LED industry once suffered serious losses in the past few years. This not only restricted the further investment of the industry, but some companies that had already invested also chose to withdraw. Not a small market space.
Since the beginning of the year, the share price of LED industry chain companies in the world has increased significantly, and A-share related companies have lagged behind. Given that the market underestimated the upward flexibility of the LED industry after the outbreak of household lighting, the industry believes that the short-term correction will usher in the gold of the industry layout. opportunity.
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Sanan Optoelectronics: The company is the largest full-color super bright LED chip manufacturer in China. The company currently has an annual production capacity of 5.8 million pieces of LED epitaxial wafers and 128 billion chips. The total production capacity ranks first in the country. In 2013, the company will form an integrated production scale with an annual output of 10 million LED epitaxial wafers and 300 billion wafers.
Nanda Optoelectronics: The company's flagship product is a high-purity metal organic source (MO source) mainly used for LED epitaxial wafer growth. In 2012, the company accounted for about 20% of the global market share, and the domestic market share was as high as 60%.
Huacan Optoelectronics: The company has been engaged in the development, production and sales of LED epitaxial wafers and chips since its establishment. During the reporting period, the sales volume of chips used in display screens has increased by 22.65% over the previous year. At the same time, it is also used in blue light packaging for white packaging. Significant breakthrough in sales scale, with sales ratio exceeding 10% and 1262% ​​year-on-year
Aoyang Shunchang: In June 2013, the company plans to increase investment LED epitaxial wafers and chip industrialization projects by no less than RMB 5.12/share.
Dry Photo Optoelectronics: The company currently has 8 MOCVD epitaxy ovens from AIXTRON of Germany, of which 7 are used to produce quaternary red and yellow LED chips, and have an annual production capacity of approximately 15.8 billion chips.
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