[Text / high-tech LED reporter Zhao Hui] In the background of the LED lighting market gradually entering the rapid growth period, as the largest manufacturer of LED red and yellow light chips in mainland China, Ganzhao Optoelectronics (300102.SZ) is temporarily lacking lighting-grade chips. The shackles of the business have finally had a chance to ease.
On October 10, Ganzhao Optoelectronics announced that due to the differences in the terms and conditions of the Golden Eagle Technology Equity Transfer and the conditions of cooperation proposed by the company, the two parties could not continue to fulfill this “Equity Transfer Intention Agreementâ€. The company decided to terminate the agreement on the equity transfer of Dongguan Zhoulei Electronics Co., Ltd.
Lost in the east, the mulberry. At the same time, the company successfully bid for Yangzhou Longyao Optoelectronics Technology Development Co., Ltd. at No. 8 Dongfenghe West Road, Yangzhou Economic Development Zone, Jiangsu Province for a batch of real estate, ground attachments and self-organic equipment.
According to industry insiders, Yangzhou Longyao is the base of Shanghai Lanbao in Jiangsu. Due to poor management, Shanghai Lanbao has been seized. Long Yao has already withdrawn from the chip market in 2012. It is understood that Yangzhou Longyao Optoelectronics currently has 6 Ai Siqiang 31 MOCVD machines, mainly producing blue-green optical epitaxial chips.
As of the first half of this year, Ganzhao Optoelectronics has 25 MOCVD machines, but it has been stuck in the red and yellow market. It also makes Ganzhao Optoelectronics face a single business, the gross profit declines, and competitors continue to squeeze the market. The acquisition of Yangzhou Longyao, Ganzhao Optoelectronics is expected to make up a spoon in the lighting-class chip business.
"The current LED lighting is mainly blue LED chip plus yellow phosphor, which produces high color temperature and low color rendering index. If the red chip is added for matching, the light produced is softer and more comfortable, color temperature and color rendering index. More suitable, this has a positive significance for the promotion of red light chips." Deng Zhaoming, chairman of Ganzhao Optoelectronics, said that when the red light chip cuts into the field of lighting, it said that if the future lighting adopts RGB or RB, the red light chip Indispensable.
"The application of red light chip in the field of lighting has now achieved a breakthrough in technology, but the key is to increase the cost of red light chips will undoubtedly increase the cost." A chip factory product manager believes that with the current competition in the LED market, the cost is undoubtedly It is an important factor in overwhelming red light lighting, and because of its high cost, it is more likely to be used in some high-end lighting fields. Moreover, if the red chip is used for illumination, it is only used as a supporting role, and the usage ratio is small.
At present, the fastest-growing full-color display in the display industry requires the use of red, blue and green chips. Manufacturers are more willing to choose chip companies with full-color products, and dry photos are disadvantaged in the market due to the lack of blue-green chips. Status.
In the past two years, the red and yellow light chips with relatively stable gross profit margins have also faced the risk of rapid price decline in recent years.
According to the semi-annual report, the gross profit margin of the dry chip in the first half of 2013 decreased by 2.5%. Although the overall revenue increased by 14.96% year-on-year, the net profit attributable to shareholders of listed companies decreased by 20.99%.
The acquisition of the assets of Yangzhou Longyao is undoubtedly an important measure to make up the shortcomings of the lighting.
"There are still some technical differences in the production of blue-green and red-yellow epitaxial chips. If you want to complete the integration and reach the state of full production, there is still a lot of work to be done." A person in charge of the chip company who asked not to be named It is said that the scale of the six units is still very small, and the cost of scale and the yield of the products cannot be ignored.
Dry lighting has only just begun in terms of lighting-grade chip technology, talent pool and market sales.
On October 10, Ganzhao Optoelectronics announced that due to the differences in the terms and conditions of the Golden Eagle Technology Equity Transfer and the conditions of cooperation proposed by the company, the two parties could not continue to fulfill this “Equity Transfer Intention Agreementâ€. The company decided to terminate the agreement on the equity transfer of Dongguan Zhoulei Electronics Co., Ltd.
Lost in the east, the mulberry. At the same time, the company successfully bid for Yangzhou Longyao Optoelectronics Technology Development Co., Ltd. at No. 8 Dongfenghe West Road, Yangzhou Economic Development Zone, Jiangsu Province for a batch of real estate, ground attachments and self-organic equipment.
According to industry insiders, Yangzhou Longyao is the base of Shanghai Lanbao in Jiangsu. Due to poor management, Shanghai Lanbao has been seized. Long Yao has already withdrawn from the chip market in 2012. It is understood that Yangzhou Longyao Optoelectronics currently has 6 Ai Siqiang 31 MOCVD machines, mainly producing blue-green optical epitaxial chips.
As of the first half of this year, Ganzhao Optoelectronics has 25 MOCVD machines, but it has been stuck in the red and yellow market. It also makes Ganzhao Optoelectronics face a single business, the gross profit declines, and competitors continue to squeeze the market. The acquisition of Yangzhou Longyao, Ganzhao Optoelectronics is expected to make up a spoon in the lighting-class chip business.
"The current LED lighting is mainly blue LED chip plus yellow phosphor, which produces high color temperature and low color rendering index. If the red chip is added for matching, the light produced is softer and more comfortable, color temperature and color rendering index. More suitable, this has a positive significance for the promotion of red light chips." Deng Zhaoming, chairman of Ganzhao Optoelectronics, said that when the red light chip cuts into the field of lighting, it said that if the future lighting adopts RGB or RB, the red light chip Indispensable.
"The application of red light chip in the field of lighting has now achieved a breakthrough in technology, but the key is to increase the cost of red light chips will undoubtedly increase the cost." A chip factory product manager believes that with the current competition in the LED market, the cost is undoubtedly It is an important factor in overwhelming red light lighting, and because of its high cost, it is more likely to be used in some high-end lighting fields. Moreover, if the red chip is used for illumination, it is only used as a supporting role, and the usage ratio is small.
At present, the fastest-growing full-color display in the display industry requires the use of red, blue and green chips. Manufacturers are more willing to choose chip companies with full-color products, and dry photos are disadvantaged in the market due to the lack of blue-green chips. Status.
In the past two years, the red and yellow light chips with relatively stable gross profit margins have also faced the risk of rapid price decline in recent years.
According to the semi-annual report, the gross profit margin of the dry chip in the first half of 2013 decreased by 2.5%. Although the overall revenue increased by 14.96% year-on-year, the net profit attributable to shareholders of listed companies decreased by 20.99%.
The acquisition of the assets of Yangzhou Longyao is undoubtedly an important measure to make up the shortcomings of the lighting.
"There are still some technical differences in the production of blue-green and red-yellow epitaxial chips. If you want to complete the integration and reach the state of full production, there is still a lot of work to be done." A person in charge of the chip company who asked not to be named It is said that the scale of the six units is still very small, and the cost of scale and the yield of the products cannot be ignored.
Dry lighting has only just begun in terms of lighting-grade chip technology, talent pool and market sales.
[Note: This article is from the original logo of Gaogong LED reporter . Please reprint the agreement in advance. For legal reprint, please refer to: Gaogong LED copyright maintenance - "anti-infringement action" statement , otherwise it will be regarded as illegal reprint, this website will be investigated for law responsibility! 】
Hard tube water cooling has a strong DIY characteristic, waterway can be combined in a variety of ways, adding special mixing water cooling liquid, more dazzled and moving.The hard tube uses acrylic material mostly, burnish is bright and transparent, the anticorrosion effect is better, so the service life is longer.Water cooling accessories are mostly made for hard tubes, so there are more choices to be made in the water cooling of the hard tube, which are more complete and perfect in all aspects, therefore more stand out DIY features.
Hard Tube Water Cooled Kits,Water Cooled Kits,Liquid Cooling Kit,Water Cooler Kit
Dongyuan Syscooling Technology Co., Ltd. , https://www.syscooling.com