Upstream leading enterprises settled in Quanzhou LED industry to fill the "core" short board

In recent months, Quanzhou Optoelectronics has begun to send its upstream products to Taiwan, South Korea and other places, which is still the first time for Quanzhou's entire optoelectronic industry. Prior to this, local companies purchased upstream products from Taiwan, Korea and other places. Behind such a big change, the industry analysts analyzed that the reason is that with the strong entry of upstream leading enterprises, Quanzhou's optoelectronic industry chain is increasingly perfect and its competitiveness is constantly improving.

Single process leading Taiwan counterparts

As the most upstream of the LED industry, high-quality sapphire substrates are very scarce in the market, and their cost accounts for about 10% of the total cost of LED chips. “In the production of substrates, there is a professional indicator for measuring the crystal growth technology, called the 掏 力 force, that is, how long the crystal rod can be drawn from a certain amount of crystal head. According to the current technology, a 30 kg The average length of the qualified crystal rods that can be taken is more than 900 mm, and the better enterprises in Taiwan are only about 750 mm." Sanan Optoelectronics (600703), the general manager of the Anxi Hutou Optoelectronic Industrial Park, is delighted by Lin. The reporter told reporters that this is the company's latest technology highlights.

“Under the same quality, Sanan can save 20% of the cost compared with Taiwan counterparts. This is why companies in Taiwan, South Korea and other regions try to use our products.” Director Lin introduced that nearly 200 people’s R&D team can make three Ann maintains continuous innovation. It is understood that as a listed company with the total production capacity of LED chips and epitaxial products, Sanan has more than 100 technical patents.

The advantage of Sanan is precisely the short-board of Quanzhou's optoelectronic industry for a long time - "the core is missing." There are more than 100 optoelectronic enterprises in Quanzhou, which are mainly distributed in the middle and lower reaches of packaging and application. The upstream substrates, epitaxial wafers and chips are rarely involved. The latter accounts for about 70% of the industry's profits, the former only accounts for 30%.

Su Jianghe, the head of Quanzhou Meifei Lighting Co., Ltd., who is engaged in the production of LED lighting applications, has a lot of experience. He told reporters that in order to solve the problem of upstream raw materials, the company chose to cooperate with Japanese manufacturers with chip research and development technology, but the company's development is still subject to Foreign technology transfer degree. According to industry insiders, the biggest benefit of improving the industrial chain to the regional industry is to ensure the stable supply of raw materials in the middle and upper reaches, reduce the dependence of the downstream on the international market, and avoid being subject to people.

Try to cooperate by way of shareholding

In addition to ending the history of Quanzhou Optoelectronics Industry's “only inaccessible” in the upstream product field, the effect of leading enterprises in the upstream industry is more important. It is to lead the middle and lower reaches of the company with its strong technology driving force and market appeal. A benign development of the optoelectronic industry chain.

The contiguous enterprise, the uniform factory, the busy construction team, the trucks coming and going, the large-scale advanced equipment for nervous debugging... In fact, in the Sanan Optoelectronic Industrial Park in Hutou Town, the reporter has personally felt The industrial ecology of a chain, up and down. It is understood that with the Sanan sapphire substrate project in the core of the upstream of the optoelectronics, Xinda Optoelectronics, Jinda, Huayuming, Shenzhen Laipu, Dongguan Guangjin Optoelectronics and other a number of middle and lower reaches of the strength enterprises have followed Enter the park.

"Here, we can connect with the upstream and the upstream of the Cinda, not only can save a lot of logistics costs, but also get the technical support of Sanan and Cinda." Manager Fang Wenjun said that this is the driving force for them to join Quanzhou from Dongguan, Guangdong.

In addition to this docking method, there are more modes to try. Previously, the industry once reported that Sanan Optoelectronics will establish a joint venture with its own funds and Weiwei (300317) to engage in research and development, production and sales of LED application products.

A few days ago, the reporter confirmed from the Director of the General Manager of Sanan Optoelectronics, the two sides have officially signed a cooperation agreement. The Weiwei Optoelectronics Project, which covers an area of ​​about 300 mu, is located in Sanan Optoelectronic Park. "In the market under the same conditions, the LED chips produced by Sanan Optoelectronics will be preferred." Participants believe that this cooperation with downstream manufacturers through the shareholding method will be a beneficial attempt to extend the LED industry chain and maximize technology. use.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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