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Shi Lanwei, director of the board of directors, said that the company's LED color screen chips will continue to expand, and the cost is expected to drop by 20 next year. The future goal of LED packaging products will enter the world's first phalanx. Chen Yue pointed out that the company's LED sales have been stabilized this year, the cost has also come down, will be profitable next year, and revenue growth will accelerate.
An analyst said that the LED will be heavy next year, according to the target to achieve 200 million next year, LED packaging and chips will have a certain amount of growth.
Color chips will continue to expand, and the cost of next year is expected to drop another 20,100 chips monthly capacity of 1800 kk. Next month's production capacity will reach 2,500 kk. At present, color chips are still the mainstay, and the production capacity is expanding. Chen Yue said.
Chen Yue further pointed out that the company mainly focuses on the improvement of chip quality, the technical brand effect is obvious, the price is 10-20 higher than that in the same industry, and the cost of next year will continue to decrease by 20. The company's scale is relatively small, and the company intends to expand. scale.
Chen Yue said that there are currently more than a dozen MOCVD equipments in the company, which will expand the machines one after another, and the scale will be relatively large in 15 years. In the semi-annual report, a total of 16 MOCVD equipments were put into production by Silan Mingxin.
MOCVD equipment basically produces 2-inch epitaxial chips, and only one produces four-inch epitaxial wafers. The cost of four-inch sapphire is much higher than that of two inches. He added.
An analyst from Huachuang Securities said that the price of Silan Micro's chips is about 2 cents per piece, while some companies in China only have a few cents. Relatively speaking, the profit margin of the company's LED chips is very high.
Mainly because Silan Micro has been committed to semiconductor research, has a superior process and a dust-free environment to improve the quality of the chip. The above person explained.
LED packaging products for foreign high-end customers, the goal is to reach the world's first square array when asked whether the company is expanding downstream, Chen Yue said that the company now has LED color display package, the current color display package accounted for a small proportion, the future The goal is to reach the world's first phalanx (Nichia, cree).
Chen Yue said that the LED lamp beads packaged by the company have mainly been supplied to foreign high-end color screen manufacturers. At present, some color screen manufacturers in China have begun to adopt the company's packaging products and apply them to important occasions.
In the semi-annual report of 2013, Shilan Mingxin Subsidiary-Hangzhou Meikale Optoelectronics Co., Ltd. realized operating income of 24.15 million yuan, an increase of 7.39 times compared with the same period of last year; net profit of -3.47 million yuan, the quality of Meikale products remained stable. The performance of the products has been continuously improved (has reached the level of international manufacturers). As a high-end brand in the field of LED packaging, the Mekale brand has gradually been recognized by many domestic and foreign brand customers, and the future orders will rise sharply.
A brokerage researcher believes that Silan Mikale focuses on high-performance LED product packaging, and is positioned in high-end LED full-color screen R, G, B three-color LED finished tube package, the product has reached the internationally renowned brand level, high-end LED display The products have been adopted by the largest display manufacturers in Europe and America. Currently, Daktronics and Barco are major customers.
Another analyst also believes that the company's high-end color screen packaging technology is good, can be ranked in the domestic, it is estimated that the small spacing will increase, such as the application of television, TV studio and military monitoring will replace the traditional DLP package Wait.
LED packaging will further lay out special lighting Chen Yue said that the company will further lay out the special lighting market, such as outdoor landscape lighting products and car headlights, etc., mainly as a brand, not to pursue scale.
Special lighting has strict quality requirements. At present, landscape lighting packaging products have been supplied to Cree. The monthly production capacity is about several million, and it should be higher next year. Chen Yue further said.
The industry believes that Meikale has gradually developed high-end outdoor landscape lighting products based on the expansion of LED display products. From a technical point of view, the company's full-color LED products and landscape lighting products have been separately associated with Nichia (Nicha). ) Equal to Cree, there is huge room for future development.
Another analyst who has long tracked the LED industry also believes that the company's LED lighting landscape lighting chip and packaging integration, the market space is still relatively large.