[Source: "High-tech LED - Research and Review" September issue Tang Guirong]
Driven by the continuous subsidy policy for lighting fixtures, some downstream lighting application companies have recently become somewhat busy. But for LED upstream chip companies, it may not be happy.
“Those with larger capacity will have more orders; while those with smaller capacity will have higher cost of producing chips than the market price due to limited ability to control costs.†Recently, many LEDs The relevant person in charge of the chip company spoke to the reporter of "High-tech LED", and the future polarization of the LED chip market will become increasingly obvious.
In the past, we introduced MOCVD in small batches, either based on limited investment in the first phase or in small batch trials of products. But when the chip market experienced a rapid decline in prices since the beginning of this year, the scale effect was put on the agenda.
Recently, Li Bingjie, chairman of Jingyuan Optoelectronics, said that in the next few years, there will be no more than five LED chip factories in the mainland. In his view, 30 MOCVD is the critical point for the survival of chip companies, and more than 30 companies will be more competitive in the future. "30 MOCVD chip projects from the operation of the machine, as well as personnel management and other cost factors, is a key profit point for the company." Xiang Guohua, assistant chairman of the board, said that as the price of the chip continues to drop, It is difficult for small-scale chip manufacturers to have a cost advantage. "The start-up of MOCVD means that companies not only have to invest tens of thousands of working capital every day, but also bear the pressure of inventory depreciation."
In fact, the merger and elimination of the chip industry is not a new thing this year, small-scale chip manufacturers will face a multiple-choice question: entering, means to expand the scale;
Critical point dispute
Nowadays, in the context of the continued sluggishness of the chip industry, it has become an indisputable fact that the polarization of the chip market has become increasingly apparent. The larger the company, the better the odds will be.
For the Blu-ray chips that are currently the most competitive in the market, Dr. Zhang Xiaofei, CEO of Gaogong LED, believes that only 10 of the following MOCVD chip companies will die in the next three years. "10 MOCVDs do not have the cost advantage at all, and then continue to produce, can only continue to lose money, and even drag the enterprise." As the planned production capacity is released, the cost of the chip will be lower and lower, and the price will drop rapidly.
It is understood that 30 models of 45-unit MOCVD equipment chips have a monthly capacity of about 100,000 pieces. "With a certain scale of production capacity, we can strictly control costs and become a qualified chip supplier." Ye Guoguang said.
In fact, Li Bingjie puts forward the idea of ​​“30 MOCVD critical points†because the production cost and profit margin of 30 MOCVDs are the best in terms of machine management and company operating costs.
However, Zheng Tiemin, general manager of Inspur Huaguang does not think so. He said that the cost control of enterprises is considered from three aspects, one is the scale, the second is the yield rate, and the third is the operating rate of the machine. “Scale is only one part of it. In the future, small enterprises may have fine-grained activities of small enterprises, and large enterprises have large-scale operations of large enterprises.â€
Zheng Tiemin said that judging the critical point needs to consider the type of machine. For the red-light chip that is in short supply, the company with 6 MOCVDs is already quite large. For the blue chip, even if the company has 50 MOCVD, the market competitiveness is very good. Hard to say.
In Zhang Xiaofei's view, there is no market, no output, only the state-owned enterprises, even if only 20 MOCVD, are easier to eliminate than the private enterprises with 10 MOCVD.
Driven by the continuous subsidy policy for lighting fixtures, some downstream lighting application companies have recently become somewhat busy. But for LED upstream chip companies, it may not be happy.
“Those with larger capacity will have more orders; while those with smaller capacity will have higher cost of producing chips than the market price due to limited ability to control costs.†Recently, many LEDs The relevant person in charge of the chip company spoke to the reporter of "High-tech LED", and the future polarization of the LED chip market will become increasingly obvious.
In the past, we introduced MOCVD in small batches, either based on limited investment in the first phase or in small batch trials of products. But when the chip market experienced a rapid decline in prices since the beginning of this year, the scale effect was put on the agenda.
Recently, Li Bingjie, chairman of Jingyuan Optoelectronics, said that in the next few years, there will be no more than five LED chip factories in the mainland. In his view, 30 MOCVD is the critical point for the survival of chip companies, and more than 30 companies will be more competitive in the future. "30 MOCVD chip projects from the operation of the machine, as well as personnel management and other cost factors, is a key profit point for the company." Xiang Guohua, assistant chairman of the board, said that as the price of the chip continues to drop, It is difficult for small-scale chip manufacturers to have a cost advantage. "The start-up of MOCVD means that companies not only have to invest tens of thousands of working capital every day, but also bear the pressure of inventory depreciation."
In fact, the merger and elimination of the chip industry is not a new thing this year, small-scale chip manufacturers will face a multiple-choice question: entering, means to expand the scale;
Critical point dispute
Nowadays, in the context of the continued sluggishness of the chip industry, it has become an indisputable fact that the polarization of the chip market has become increasingly apparent. The larger the company, the better the odds will be.
For the Blu-ray chips that are currently the most competitive in the market, Dr. Zhang Xiaofei, CEO of Gaogong LED, believes that only 10 of the following MOCVD chip companies will die in the next three years. "10 MOCVDs do not have the cost advantage at all, and then continue to produce, can only continue to lose money, and even drag the enterprise." As the planned production capacity is released, the cost of the chip will be lower and lower, and the price will drop rapidly.
It is understood that 30 models of 45-unit MOCVD equipment chips have a monthly capacity of about 100,000 pieces. "With a certain scale of production capacity, we can strictly control costs and become a qualified chip supplier." Ye Guoguang said.
In fact, Li Bingjie puts forward the idea of ​​“30 MOCVD critical points†because the production cost and profit margin of 30 MOCVDs are the best in terms of machine management and company operating costs.
However, Zheng Tiemin, general manager of Inspur Huaguang does not think so. He said that the cost control of enterprises is considered from three aspects, one is the scale, the second is the yield rate, and the third is the operating rate of the machine. “Scale is only one part of it. In the future, small enterprises may have fine-grained activities of small enterprises, and large enterprises have large-scale operations of large enterprises.â€
Zheng Tiemin said that judging the critical point needs to consider the type of machine. For the red-light chip that is in short supply, the company with 6 MOCVDs is already quite large. For the blue chip, even if the company has 50 MOCVD, the market competitiveness is very good. Hard to say.
In Zhang Xiaofei's view, there is no market, no output, only the state-owned enterprises, even if only 20 MOCVD, are easier to eliminate than the private enterprises with 10 MOCVD.
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