SICHUAN TELOS NEW MATERIAL TECHNOLOGY CO., LTD , https://www.telosmaterial.com
In 2014, the penetration rate of the LED lighting market gradually increased, and the LED industry gradually moved toward the stage of integration and reshuffle. Industry integration is just around the corner, what is the enterprise?
As a leader in the LED upstream industry, Hangzhou Silan Mingxin Technology Co., Ltd. actively promotes the localization of chips and has the most say in industrial development. To this end, we specially invite Jiang Zhongyong, the general manager of Silan Mingxin, to talk about the development of the company and the industry.
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Good core out of good screen for ten years, said long and short, said short and short, in the LED industry ups and downs, Shilan Mingxin suddenly emerged, from the parent company Shilanwei's aura behind, stand out the LED display chip market Half of the country. Why can Silan Mingxin be able to break through in the increasingly competitive chip market?
Have a good product to have a market. Since our establishment in 2004, we have been adhering to the best quality core in China, winning by quality and improving product cost performance. Jiang always said with confidence. His confidence is not unreasonable: Silan Mingxin has leading technology, high product yield, high brightness, good chroma consistency, strong resistance to humidity and heat, strong resistance to ESD (electrostatic discharge), and strong resistance to harsh environments. Good welding performance and low IV attenuation have won the favor of more than 50 display customers in China, and successfully entered the international LED display manufacturer supply chain in the second half of 2011.
LED display requires high stability of the chip, and the quality of the chip directly determines the quality and life of the terminal display product. Jiang always stressed that LED chips for lighting are more concerned with different light effects. The number of chips used in the display is many, usually several hundred K, or even a few KK. The specifications of the chip determine the specifications of the package and improve the uniformity. The electrostatic protection level of the chip is inseparable from the long-term stable operation of the display; the more consistent the junction capacitance of the chip, the better the uniformity of low gray scale; the chip also determines the proportion and level of small leakage of the LED display.
It is not as big and comprehensive as it is. In 2014, LED chip companies frequently operate, or extend the product line, or display backlights to switch to lighting, or mergers and acquisitions to set up factories, extending the reach to the middle and lower reaches. In comparison, Silan Mingxin is even more low-key, but it has further expanded its production capacity, expanding its monthly production capacity from 62,000-inch wafers to 80,000 wafers at the end of last year, and plans to achieve 100,000 wafers by the end of the year. This capacity scale is only moderate in domestic chip companies.
At present, the size of Silan Mingxin is not large. Jiang always admits that although the company is confident in the development of LED business this year, it will not increase its investment aggressively. We pay more attention to steady development than crazy investment. For the current industry-wide competition in the industry, from upstream chips, packaging, product manufacturing, channels to service integration, to compete together in a chain, Jiang has his own understanding. In his view, this kind of competition in the whole industry chain does not mean that all the middle and lower reaches of the enterprise are competitive. The progress of society itself depends on the division of labor. It is impossible to do all of it. It is also planting rice and cotton. The benefits are not good. The industry also has a clear division of labor. For LED companies, they need to do what they are familiar with and good at, build their own core competitiveness, lay a solid foundation, and gain a firm foothold.
Therefore, with Sanan Optoelectronics, the company has set up a subsidiary to carry out a comprehensive ecological circle layout, and Dehao Runda [-1.97 Fund Research Report] has successively attacked NVC Lighting and Investment Dimension. Meishengjing, to complete the integration of the integrated industrial chain, Silan Mingxin focuses on LED chip production, based on technological innovation. Taking into account the high quality requirements of LED packaging used in LED display, Silan Mingxin established the packaging subsidiary Meikale as early as July 2009, and took the lead in Japan and actively participated in international competition, specializing in international LED color display. High-end market. It is reported that at present, Meikale Optoelectronics has achieved full production this year, and the gross profit margin in the first quarter has increased significantly.
For the future development strategy of Silan Mingxin, Jiang always made it very clear: At present, the LED display market is relatively stable. In the international display market, China has a pivotal position. Therefore, our strategic thinking is still to play its own advantages in the field of display, and strive to occupy 50% of the global color screen blue-green LED chips and high-end color screen packaging market.
In the five-year reshuffle, five chip companies have their own institutions. Under the impetus of the application market, the demand for LED chips will further increase, and the shortage will intensify. LED chips are expected to usher in price increases across the board. In this regard, Jiang does not agree, he believes that if all LED chip factory capacity is released, the overall chip capacity is still surplus, the chip price increase is not possible, the chip price trend will still go down, but the rate of decline will slow down.
The current LED chip market is still in the primary competition stage, chip prices are falling too fast, profit margins are squeezed, and investment in research and development is large, which further reduces the profits of enterprises. Therefore, it is reasonable for companies to not make money now. Who can stand, who will stay. Jiang always pointed out.
It is inevitable that shuffling will be spared. What kind of LED epitaxial chip factory can survive? Jiang always replied: Enterprises with cost control capabilities, technological leadership, stable product quality, and large-scale production capacity can stay. At present, there are about 20 domestic LED chip factories in production, which is still too much. From the perspective of market demand, there are only about five LED chip factories that will continue to exist in the next five years.
So, which five chip factories will be the world in the future? Jiang always believes that there must be Shilan Mingxin in this. Although the scale of Silan Mingxin is not large at present, Silan Mingxin focuses on technological innovation and cost control, and can well avoid product quality risks and investment risks, and Silan Mingxin has no copyable and internal Shengsheng's technological innovation system has established a talent training mechanism that adapts to independent innovation, and has established a good reputation in the LED display market, laying an unshakable market position. These can make Silan Ming core go further.