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The chip is the the upstream core part of the LED industry, the industry threshold and relatively high profit part of the main control in the hands of a small number of enterprises abroad, but domestic companies are struggling to move forward in order to capture a larger market, and achieved good results .
Sanan Optoelectronics (SH600703) is the leading enterprises of the domestic LED chip. In 2010 the company achieved sales revenue of 860 million yuan, net profit of 420 million yuan. Compared with the same period last year, sales revenue increased by 83.42%, net profit growth of 132.73%. Enterprise-doctoral research station identified by the company as the Ministry of Personnel, not only introduced the world advanced LED epitaxial growth and chip manufacturing equipment, but also has a technical team composed of top talent from photovoltaic technology at home and abroad, and to grasp the leading epitaxial wafers growth and chips and core technology, is the largest full-color high brightness LED chip manufacturers to achieve full color high brightness LED chip industry production base. The company already has 77 world-class MOCVD and match chip manufacturing production line and testing equipment, to June 2011 will reach 144 sets of equipment, with an annual output of the epitaxial wafers 5.6 million production capacity.
2010, Union Optical (SH600363) full completion of the annual business plan, operating income of 1.2 billion yuan, including LED product sales income of 840 million yuan, LED products to achieve rapid growth, profit margin is 21%, unchanged from last year. In addition to the traditional chip industry, the company has implemented an extension of industrial chain, LED lighting source products from the R & D stage into the production phase, independent research and development of LED street lamps, LED fluorescent lamp and LED bulb lights, and achieve mass production; semiconductor lighting TOP and high-power LED devices production line building is basically completed in March of this year, has begun mass production of lighting LED devices.
Silan (SH600460) 2010 operating results achieved substantial growth exceeded our expectations, operating income of $ 15 million, which, LED industry, the wholly owned subsidiary SILAN AZURE achieved operating income of 390 million yuan , an increase of 94%, net profit of 120 million yuan. 2010, the SILAN AZURE has blue and green LED chip production capacity increased to 650 million (per month), ordered a new 8 large MOCVD equipment; the SILAN AZURE two capital increase, the registered capital of 500 million yuan; Chengdu Swaziland Semiconductor Manufacturing Co., Ltd., and funded the establishment of the production of LED products. 2011 SILAN AZURE implementation of high-brightness LED chip production line technological transformation project, the total investment of 500 million yuan, into production the SILAN AZURE blue and green LED chip production capacity will increase to 1.1 billion (per month) or more.
Dry according to optical (SZ300102) 2010 listed in the Shenzhen GEM, then achieved operating income of nearly 300 million yuan, net profit of 140 million yuan, respectively, an increase of 54.4% over the same period last year, 63.1%. 2010 production of LED epitaxial wafers 472,611, an increase of 71.5% over the previous year; selling LED chips 22628KK, an increase of 63.8% over the previous year. Main sales areas of the company's products in the Pearl River Delta and Yangtze River Delta, Guangdong Province, LED industrial concentration, total sales of 160 million yuan in 2010, 52.43% of the total operating income, Jiangsu Province, the total operating income of 12.26%, and compared to the previous The year-on-year growth of 79.3%.
2011 dry according to optical and then start the first year, the company is also re-start and the first year of high growth. 2011 in Yangzhou continue to introduce 15 MOCVD production line by the end of 2011 Yangzhou will reach 20 MOCVD production line, and all put into production, and strive to 2011 fully completed Xiamen base of the building, in 2012, began the introduction of new production lines, and completed commissioning and commissioning.
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