[High-tech LED reporter Zhao Hui] Just as the secondary market made an optimistic judgment on the joint venture between Sanan and Seoul in the expected progress, how to balance the market positioning of its products, the balance of future revenue and profitability, and the scale effect of production capacity. Whether it is driving the bottleneck of product added value and so on is a hurdle in front of Sanan Optoelectronics.
Since the second half of 2013, with the rapid increase in the demand for LED lighting, it has also driven the recovery of the upstream epitaxial chip field, and the capacity utilization rate of chip companies has rebounded rapidly. The booming production and sales situation has also caused chip companies to forget the injuries and pains caused by the market downturn in the previous two years. They have begun to purchase MOCVD and expand production rapidly.
Just after Sanan Optoelectronics (600703.SH) just decided to move 200 MOCVD projects to Xiamen and won the 4 billion yuan red envelope (1 billion yuan subsidy + 3 billion yuan application contract) granted by the Xiamen Municipal Government, Sanan Optoelectronics It is announced that Seoul Semiconductor will establish a joint venture company in Wuhu.
According to the joint venture announcement, Sanan Optoelectronics invested US$980,000 in its own monetary funds, accounting for 49% of the registered capital of the joint venture company; Seoul Semiconductor Corporation invested US$500,000 in its own monetary funds, accounting for 25% of the registered capital of the joint venture; Seoul Viosys ( Hereinafter referred to as “SVCâ€, it invested US$520,000 in its own monetary funds and 26% of the registered capital of the joint venture company.
SVC is a Seoul Semiconductor subsidiary, meaning the joint venture is controlled by Seoul Semiconductor.
The most important part of the joint venture is that the joint venture company will lease assets such as Sanan Optoelectronics' related factories, production workshops, equipment and facilities, and SVC will purchase the LED products of the joint venture company. The term of the joint venture is at least three years.
Some insiders believe that the related party mentioned in the announcement refers to Wuhu Sanan, which means that Wuhu Sanan will rent MOCVD and other equipment to the newly established joint venture to produce epitaxial chips and other products, and sell them to SVC, to a certain extent. Speaking is a disguised chip foundry.
"The establishment of this joint venture company is mainly to find a new seaport for the chip, and strengthen the chip export business through Seoul Semiconductor." Wang Qing, the director of Sanan Optoelectronics, said in an interview with Gaogong LED that 2013 Sanan Optoelectronics Co., Ltd. The approximate proportion of chip exports is between 10% and 15%, and will continue to expand the proportion of exports in the future.
Wang Qing said that the establishment of the joint venture company and the rental of the equipment factory of Wuhu Sanan Radio and Television for production, and then the sale of the product to SVC is also a new cooperation mode for Sanan and international companies, the joint venture company will use in the extension production. Some of Seoul's semiconductor technology.
For the view of the "chip foundry" outside, Wang Qing said that it can be said. But more importantly, the sales of chips are eager to open quickly, especially in the context of the new round of chip industry capacity expansion.
In the past, Seoul Semiconductor used backlights as its main product in the industry. Whether the positioning of the joint venture company's products will be based on backlights, Wang Qing said that in the future, everything is possible, mainly based on market demand, what the market needs, and what to produce.
According to industry insiders, in recent years, domestic LED chip technology has matured, but mainly concentrated in the low-end market. The mid-to-high-end market is still dominated by large-scale Taiwanese manufacturers represented by Jingyuan Optoelectronics and integrated manufacturing of chip devices in Europe, America, Japan and Korea. Controlled. As the leader of domestic LED chips, Sanan has always wanted to change this situation, but due to various reasons such as technology, patents and brands, the progress in the high-end market is not great.
This also poses no small challenge to the profitability of Sanan Optoelectronics' chip business.
“The high-end market is currently mainly in two parts, one for exporting to developed markets in Europe and the United States, and the other for special high-end occasions and specific engineering projects in the country.†The market participants said that the export of developed countries’ markets is not patented. Barriers; while domestic high-end engineering projects, the owners generally specify the use of chips from foreign major manufacturers.
Sanan Optoelectronics currently has a capacity of 144 MOCVD capacity. After 200 sets of equipment in Xiamen, the production capacity will be multiplied several times. If you can't open the market in the high-end field, to a certain extent, Sanan may become a chip processing factory, and you can only rely on the scale advantage to work hard. In view of the overall meager profit margin of the current chip industry, the future profitability needs to be Observed.
This time, Sanan Optoelectronics also wants to use the joint venture Seoul Semiconductor to shape the high-end brand image and further open the high-end chip market. But it is not known whether this process will go smoothly.
Wang Qing said that the LED market demand is still growing, especially in the lighting market, whether it is to pre-distribute sales channels for overcapacity that may occur in the future. At present, the price of the chip has basically stabilized. In the future, the demand for the chip market is still not easy to judge. What enterprises can do is to do a good job of cost control and consolidate the current market position.
Since the second half of 2013, with the rapid increase in the demand for LED lighting, it has also driven the recovery of the upstream epitaxial chip field, and the capacity utilization rate of chip companies has rebounded rapidly. The booming production and sales situation has also caused chip companies to forget the injuries and pains caused by the market downturn in the previous two years. They have begun to purchase MOCVD and expand production rapidly.
Just after Sanan Optoelectronics (600703.SH) just decided to move 200 MOCVD projects to Xiamen and won the 4 billion yuan red envelope (1 billion yuan subsidy + 3 billion yuan application contract) granted by the Xiamen Municipal Government, Sanan Optoelectronics It is announced that Seoul Semiconductor will establish a joint venture company in Wuhu.
According to the joint venture announcement, Sanan Optoelectronics invested US$980,000 in its own monetary funds, accounting for 49% of the registered capital of the joint venture company; Seoul Semiconductor Corporation invested US$500,000 in its own monetary funds, accounting for 25% of the registered capital of the joint venture; Seoul Viosys ( Hereinafter referred to as “SVCâ€, it invested US$520,000 in its own monetary funds and 26% of the registered capital of the joint venture company.
SVC is a Seoul Semiconductor subsidiary, meaning the joint venture is controlled by Seoul Semiconductor.
The most important part of the joint venture is that the joint venture company will lease assets such as Sanan Optoelectronics' related factories, production workshops, equipment and facilities, and SVC will purchase the LED products of the joint venture company. The term of the joint venture is at least three years.
Some insiders believe that the related party mentioned in the announcement refers to Wuhu Sanan, which means that Wuhu Sanan will rent MOCVD and other equipment to the newly established joint venture to produce epitaxial chips and other products, and sell them to SVC, to a certain extent. Speaking is a disguised chip foundry.
"The establishment of this joint venture company is mainly to find a new seaport for the chip, and strengthen the chip export business through Seoul Semiconductor." Wang Qing, the director of Sanan Optoelectronics, said in an interview with Gaogong LED that 2013 Sanan Optoelectronics Co., Ltd. The approximate proportion of chip exports is between 10% and 15%, and will continue to expand the proportion of exports in the future.
Wang Qing said that the establishment of the joint venture company and the rental of the equipment factory of Wuhu Sanan Radio and Television for production, and then the sale of the product to SVC is also a new cooperation mode for Sanan and international companies, the joint venture company will use in the extension production. Some of Seoul's semiconductor technology.
For the view of the "chip foundry" outside, Wang Qing said that it can be said. But more importantly, the sales of chips are eager to open quickly, especially in the context of the new round of chip industry capacity expansion.
In the past, Seoul Semiconductor used backlights as its main product in the industry. Whether the positioning of the joint venture company's products will be based on backlights, Wang Qing said that in the future, everything is possible, mainly based on market demand, what the market needs, and what to produce.
According to industry insiders, in recent years, domestic LED chip technology has matured, but mainly concentrated in the low-end market. The mid-to-high-end market is still dominated by large-scale Taiwanese manufacturers represented by Jingyuan Optoelectronics and integrated manufacturing of chip devices in Europe, America, Japan and Korea. Controlled. As the leader of domestic LED chips, Sanan has always wanted to change this situation, but due to various reasons such as technology, patents and brands, the progress in the high-end market is not great.
This also poses no small challenge to the profitability of Sanan Optoelectronics' chip business.
“The high-end market is currently mainly in two parts, one for exporting to developed markets in Europe and the United States, and the other for special high-end occasions and specific engineering projects in the country.†The market participants said that the export of developed countries’ markets is not patented. Barriers; while domestic high-end engineering projects, the owners generally specify the use of chips from foreign major manufacturers.
Sanan Optoelectronics currently has a capacity of 144 MOCVD capacity. After 200 sets of equipment in Xiamen, the production capacity will be multiplied several times. If you can't open the market in the high-end field, to a certain extent, Sanan may become a chip processing factory, and you can only rely on the scale advantage to work hard. In view of the overall meager profit margin of the current chip industry, the future profitability needs to be Observed.
This time, Sanan Optoelectronics also wants to use the joint venture Seoul Semiconductor to shape the high-end brand image and further open the high-end chip market. But it is not known whether this process will go smoothly.
Wang Qing said that the LED market demand is still growing, especially in the lighting market, whether it is to pre-distribute sales channels for overcapacity that may occur in the future. At present, the price of the chip has basically stabilized. In the future, the demand for the chip market is still not easy to judge. What enterprises can do is to do a good job of cost control and consolidate the current market position.
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