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2017 LED chips are still in short supply
From the upstream of LED, the degree of concentration is accelerated, and higher industry barriers are formed, and the disordered capacity expansion is curbed. At the same time, downstream application innovation drives the development of the industrial chain. From the current situation, LED lighting accelerates penetration, LED lighting intelligent, networked to promote the accelerated emergence of small-pitch display market, becoming the main driving force for the new round of LED industry growth. Sanan Optoelectronics recently issued a price increase notice, raising the price of S-30MB/S-32BB series products by 8%, which started the first shot of LED chip price increase in 2017. From the upstream of LED, the degree of concentration is accelerated, and higher industry barriers are formed, and the disordered capacity expansion is curbed. At the same time, downstream application innovation drives the development of the industrial chain. From the current situation, LED lighting accelerates penetration, LED lighting intelligent, networked to promote the accelerated emergence of small-pitch display market, becoming the main driving force for the new round of LED industry growth. According to the agency's calculations, by the end of 2017, the effective production capacity of LED chips is about 83.28 million pieces, and the demand is about 92.35 million pieces. The industry believes that LED chip production capacity is still below demand. Considering the steady growth in demand in 2017, LED chips will be in short supply. Related concept stocks: Sanan Optoelectronics: The company is the largest full-color ultra-high brightness LED chip manufacturer in China. At present, the company has formed an annual production capacity of 5.8 million LED epitaxial wafers and 128 billion chips, and its total production capacity ranks first in the country. In 2013, the company will form an integrated production scale with an annual output of 10 million LED epitaxial wafers and 300 billion chips. Nanda Optoelectronics: The company's main product is a high-purity metal organic source (MO source) mainly used for LED epitaxial wafer growth. In 2012, the company accounted for about 20% of the global market share, and the domestic market share was as high as 60%. Huacan Optoelectronics: Since its establishment, the company has been engaged in R&D, production and sales of LED epitaxial wafers and chips. During the reporting period, the sales of chips for display screens increased by 22.65% compared with the previous year, while the blue chip for white light packaging A major breakthrough in sales scale, sales accounted for more than 10%, an increase of 1262% ​​year-on-year. Aoyang Shunchang: In June 2013, the company plans to increase the investment of no less than 100 million shares of LED epitaxial wafers at not less than 5.12 yuan / share. Chip industrialization project. Dry Photoelectric: The company has 8 sets of MOCVD epitaxial furnaces from AIXTRON of Germany, 7 of which are used to produce quaternary red and yellow LED chips, which has an annual production capacity of nearly 1.58 billion chips. Silan Micro: In December 2012, the company's wholly-owned subsidiary Silan Mingxin's LED epitaxial wafer production capacity has been increased to 60,000 pieces / month, LED die production capacity has increased to 1.4 billion / month.