Do you need to add MOCVD equipment to dry photo-electricity to prepare for the mass production of Mini LED? Behind the 19 performance forecasts, LED boom continues? The United States will expand the list of Chinese product taxation, and what impact will China's LED industry suffer? Mu Linsen frequently receives government subsidies. Is it accidental or strength? ... we will explain for you one by one!
Dry Photoelectric Addition MOCVD Equipment
Aixtron has announced that it is providing additional high-end MOCVD technology for Xiamen Sunshine Optoelectronics. Dry Photo Optoelectronics plans to expand its GaAs-based red-orange-orange LEDs and solar cell capacity by using ASI's various AIX 2800G4-TM cluster systems.
Comments: The competition in the LED chip industry has entered a new era. On the one hand, all major manufacturers have injected a lot of money into their production capacity in an attempt to occupy the scale advantage. On the other hand, in terms of Mini/Micro LED, whether it is Sanan, Huacan, or Ganzhao Optoelectronics, it has been laid out.
At this time, Ganzhao Optoelectronics added MOCVD equipment. On the one hand, it is expected to expand the capacity advantage of the red and yellow LED chip field and enhance its competitiveness; on the other hand, it is preparing for the mass production of MiniLED chips.
Behind 19 performance forecasts: LED boom continues
According to 19 performance forecasts, in addition to the five companies including Jucan Optoelectronics, Changfang Group, Zhaochi, Lianjian Optoelectronics, and Weiwei, the net profit of the remaining 14 companies belonging to the listed company is different. increase.
Comments: The data shows that the LED industry boom in the first half of this year has continued, and most companies are still in a sustained growth trend. However, compared with 2017, the overall growth rate of the net profit of the industry reported a significant slowdown and differentiation trend.
On the one hand, in the first half of this year, the raw material price and labor cost of the LED industry rose, while the price of the product fell against the trend, causing the gross profit margin to fall. On the other hand, the continuous escalation of the Sino-US trade war in the first half of the year caused the export and exchange rate to be affected and diluted. Part of the company's profits. In addition, the overall growth of the LED industry has slowed down, and the competitive environment has further intensified, resulting in limited growth in corporate performance.
US expands taxation list for Chinese products
The Sino-US trade war has continued to escalate. Recently, the Trump administration announced that it will use Section 301 again to impose a 10% tariff on China's approximately 200 billion US dollars of goods. Among them, LED and some lighting products have also been included in the list of target products, starting from September.
Comments: The United States has always been an important export market for LED downstream products including lighting. If the 200 billion US dollar tariff project is approved, China's LED-related industries will inevitably be affected. In the short-term, the United States will inevitably hit the market to buy gas, especially the average gross profit margin of LED lighting is low. Once the 10% tariff is increased, the dilution of the manufacturer will have a serious impact, and even the LED lighting supply chain manufacturing sector will be moved.
However, the US domestic lighting market has a greater dependence on LED lighting products imported from China. In the short term, it is difficult for American consumers to find suitable alternative products from other regions. Some of the 10% additional tariffs will be borne by American consumers. .
Mulinsen frequently receives government subsidies
Yilin Mulinsen, a wholly-owned subsidiary of Mulinsen, received an investment and construction subsidy fund of RMB 50 million from the Management Committee of Yiwu Information Optoelectronics High-tech Industrial Park. This is not the first subsidy that Mulinsen received this year. In the first half of this year, Mulinsen received a total of six government grants, totaling 452.216 million yuan.
Comments: Mulinsen's "sucking gold" strength has envied many companies, and the government subsidies have indeed provided a lot of help for the development of Mulinsen. Although there are still many people in the industry who believe that the concentration of subsidies makes the LED industry competition tilt, it may also cause enterprises to suffer from subsidy dependence.
However, it is no accident that Mulinsen is often favored. It is a manifestation of strength and planning. It is a kind of adaptation to the big environment. It also brings enlightenment to many enterprises. Only by strengthening its own strength, improving acumen and endurance, and cultivating Innovative ideas and find the most suitable business channels and survival models, clear the future direction, can be stronger and bigger.
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