Yan Yuanguang, the chairman of the board of directors, said in an interview in Yangzhou that the number of MOCVDs reached 25 units before the end of 2010. Compared with many Chinese LED epitaxial wafer companies, they have shouted very large capacity targets, but there are no clear customers to sell. Shengyang Optoelectronics has ensured the production capacity through the vertical integration mode. Therefore, Chairman Jian is confident that the capacity will be expanded to 50 units by the end of 2011, and will become the largest LED epitaxial wafer factory in China.
Vertical integration to create Haikou
Different from Jingdian's strategy for horizontal integration, Chairman of the Board of Directors of the company hopes to maximize the limited resources. Therefore, it is hoped that the upstream and downstream supply chain operators and customers will be able to create a ventricle that will enhance the photoelectricity through the combination of end customers. At present, the amount of optoelectronic capital is up to 90 million US dollars. In addition to the shareholder structure, the South Korean panel factory LGD, plus TV foundry Ruixuan, packaging factory Dongbei, WOOREE and other customers are important shareholders.
Compared with Yanyuan Optoelectronics, the vertical integration bureau in the large-size backlight market has been completed. In the lighting field, the terminal customers are not large, so Yuanyuan is still seeking strategic partners.
Yang Yang Optoelectronics shareholder structure
TV backlight market will be the focus of growth in 2011
As the LED backlight penetration rate of TV will continue to rise in 2011, the Korean panel maker LGD will pack half of the capacity of the company to ensure the LED backlight penetration rate of LGD in 2011 is 60%.
In addition to the original Samsung LG and other Korean customers, Yuyuan has also become a major supplier of TV brands in China, and has now entered the supply chain of Sichuan Changhong Electric, TCL, Hisense and other large manufacturers.
In the capacity planning of large-size backlights, Chairman Jian said that the backlight of Shengyang Optoelectronics fully supports LGD, while Taiwan's Yuyuan Optoelectronics supports customers other than LGD.
The tablet broke out, and the production capacity was tight in February.
Chairman of the board of directors said that Samsung, LG, Huaying and other non-Apple system panel suppliers have adopted non-Japanese LED chips in the backlight application of tablet computers. The round has begun to be shipped in small quantities. From February to March next year, With a large shipment, tablet-related backlight products are expected to account for 15% of revenue in 2011.
Due to the LED backlight of the tablet, there are strict requirements on the specifications, such as low operating voltage and brightness requirements of 2400~2700mcd. Therefore, the manufacturers that can be provided are actually relatively limited.
2011 operating outlook
Although it is expected that the LED industry will benefit from LED TV backlighting and lighting applications in 2011, the operation of some LED manufacturers will explode. However, the pressure of price reduction still exists, which is also the fate of the LED industry.
Chairman of the board of directors believes that Yuanyuan Optoelectronics will increase its revenue by 50% in 2011 due to its cutting into TV backlight and tablet applications. As for the Yangyang Optoelectronics, after MOCVD machines have been moved in, they will be able to start production in the first quarter of 2011. At that time, they will contribute RMB 400 million. The 2012 revenue target is expected to reach the target of RMB 1 billion.
As far as profitability is concerned, as LED prices have pressure to cut prices every year, how much will affect profitability. However, the price of raw materials such as sapphire substrates has begun to loosen recently, and the price of 2 sapphire substrates has dropped from $30 to $35 at the end of the third quarter to $25 to $30. It will help the cost decline, so it is estimated that the gross profit margin in 2011 will fall between 30~35%.
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