2013 LED Chip Oversupply
"It's like a dozen hungry wolf, hoping to grab a piece of meat, everybody dog eat dog." The person in charge of the Yang First, a epitaxial silicon plant just experienced a price war of 2012 delay chip market at home and abroad, is still a lingering fear.
Inventory, or we get rid of the pain, "Yang boasted Road," We still have about four or five months of inventory currently, domestic chip plant turnover days is about 120 days, more miserable is 180 days. companies pay now pay drawn, material buy back, electricity affordable has been pretty good. "
Fierce price war, is evident from several listed companies has announced the 2012 results notice.
The electricity of Hua Canguang performance forecast released in 2012, the company forecast net profit of about 84 million yuan -9000 million profit attributable to shareholders of listed companies, compared with a decrease of approximately 27.8% -32.6% 124,651,500 yuan over the same period in the previous year. The electricity of Hua Canguang said that since 2012, due to the impact of continued market competition, the LED chip sales price decline than expected, decreased significantly compared to 2011, resulting in chip sales over last year, net profit is lower than the same period last year level.
Another listed company Silan situation is not optimistic. Wholly owned subsidiary of Hangzhou SILAN AZURE Technology Co., Ltd. Product prices have decreased significantly compared to the same period in 2011, led to the company's net profit decreased significantly compared with the same period in 2011.
Even so, starting the year in 2013, the the delay chip industry at home and abroad is still no shortage of "showstopper".
The "photoelectric poly Chan first entered 3 sets of 69 AIXTRON machine, according to the 2013 planning on more than a dozen sets of MOCVD . " Yang said, because the enterprise is also able to get the local government thousands of yuan each MOCVD equipment subsidies, price in accordance with the the currently AIXTRON69 tablet press, doing poly Can the photoelectric now purchase a device can earn more than 100 million.
January 28, chip Godfather "Richard Chang helm SG Hao Rui new LED epitaxial wafer and chip production project successful trial production in the aerospace base. In addition, Shanghai's ultra-silicon semiconductor Co., the layout of the LED chip project in Chongqing also completed and put into operation by the end of January.
In addition to the new entrants, the leading enterprises of Taiwan chip Epistar also expansion.
Epistar and Lite-grain products Changzhou factory joint venture expansion will increase by 8 sets of MOCVD.
In addition, Veeco has announced the receipt of the orders of the developed crystal lighting (Xiamen) Co., Ltd., ordering multiple reaction chamber and single reaction chamber MOCVD equipment, including new models MaxBright.
Managing Epistar Dr. Zhou Mingjun, said: "This latest expansion in Xiamen in order to achieve our goals, so that we maximize the LED backlighting, automotive and general LED lighting market share of."
"The Epistar layout or step by step calculates capacity and actual demand, I personally think it is a relatively conservative." Yang said, "In contrast, the continental extension of plant basically no matter what will happen tomorrow, first crazy expansion to say. "
Two years of the chip as a whole will be in an oversupply situation, we will definitely decline in value, "industry sources," especially over the past few years a large investment in the epitaxial chip companies, such as BDO Runda. Far as I know, They chip bargain phenomena of most serious. "
The chip market long-term oversupply expected, also in the middle reaches of packaging companies reflected.
"Most of the packaging factory feel that years later the market will not be missing chip, and the chip prices will be lower, so years ago not to consider stocking." Yang ready to catch to digest some inventory before the Lunar New Year, but the results are not optimistic . "Some packaging factory to advance the Lunar New Year holidays."
"Chip prices have been down, and in 2013 we will definitely continue to fall, the decline may be only a little smaller than 2012. The Shenzhen Crystal OPTOELECTRONICS Co., Ltd., general manager of GONG Wen told reporters. "Because of this, we certainly will not stocking."
Inventory, or we get rid of the pain, "Yang boasted Road," We still have about four or five months of inventory currently, domestic chip plant turnover days is about 120 days, more miserable is 180 days. companies pay now pay drawn, material buy back, electricity affordable has been pretty good. "
Fierce price war, is evident from several listed companies has announced the 2012 results notice.
The electricity of Hua Canguang performance forecast released in 2012, the company forecast net profit of about 84 million yuan -9000 million profit attributable to shareholders of listed companies, compared with a decrease of approximately 27.8% -32.6% 124,651,500 yuan over the same period in the previous year. The electricity of Hua Canguang said that since 2012, due to the impact of continued market competition, the LED chip sales price decline than expected, decreased significantly compared to 2011, resulting in chip sales over last year, net profit is lower than the same period last year level.
Another listed company Silan situation is not optimistic. Wholly owned subsidiary of Hangzhou SILAN AZURE Technology Co., Ltd. Product prices have decreased significantly compared to the same period in 2011, led to the company's net profit decreased significantly compared with the same period in 2011.
Even so, starting the year in 2013, the the delay chip industry at home and abroad is still no shortage of "showstopper".
The "photoelectric poly Chan first entered 3 sets of 69 AIXTRON machine, according to the 2013 planning on more than a dozen sets of MOCVD . " Yang said, because the enterprise is also able to get the local government thousands of yuan each MOCVD equipment subsidies, price in accordance with the the currently AIXTRON69 tablet press, doing poly Can the photoelectric now purchase a device can earn more than 100 million.
January 28, chip Godfather "Richard Chang helm SG Hao Rui new LED epitaxial wafer and chip production project successful trial production in the aerospace base. In addition, Shanghai's ultra-silicon semiconductor Co., the layout of the LED chip project in Chongqing also completed and put into operation by the end of January.
In addition to the new entrants, the leading enterprises of Taiwan chip Epistar also expansion.
Epistar and Lite-grain products Changzhou factory joint venture expansion will increase by 8 sets of MOCVD.
In addition, Veeco has announced the receipt of the orders of the developed crystal lighting (Xiamen) Co., Ltd., ordering multiple reaction chamber and single reaction chamber MOCVD equipment, including new models MaxBright.
Managing Epistar Dr. Zhou Mingjun, said: "This latest expansion in Xiamen in order to achieve our goals, so that we maximize the LED backlighting, automotive and general LED lighting market share of."
"The Epistar layout or step by step calculates capacity and actual demand, I personally think it is a relatively conservative." Yang said, "In contrast, the continental extension of plant basically no matter what will happen tomorrow, first crazy expansion to say. "
Two years of the chip as a whole will be in an oversupply situation, we will definitely decline in value, "industry sources," especially over the past few years a large investment in the epitaxial chip companies, such as BDO Runda. Far as I know, They chip bargain phenomena of most serious. "
The chip market long-term oversupply expected, also in the middle reaches of packaging companies reflected.
"Most of the packaging factory feel that years later the market will not be missing chip, and the chip prices will be lower, so years ago not to consider stocking." Yang ready to catch to digest some inventory before the Lunar New Year, but the results are not optimistic . "Some packaging factory to advance the Lunar New Year holidays."
"Chip prices have been down, and in 2013 we will definitely continue to fall, the decline may be only a little smaller than 2012. The Shenzhen Crystal OPTOELECTRONICS Co., Ltd., general manager of GONG Wen told reporters. "Because of this, we certainly will not stocking."
