Recently, several LED downstream packaging manufacturers told reporters that due to the downstream demand growth of LEDs, the upstream epitaxial wafer and chip expansion capacity have not been fully released. At present, the chip supply is obviously tight, the price of chip substrate materials has continued to rise, and the chip price is also Brewing up. At the same time, the enthusiasm of listed companies to invest in LED is still not reduced. Recently, Tiantong Co., Ltd. and Sanjia Technology have invested in LED industry to cultivate new profit growth points and seek performance breakthrough.
"The recent supply of chips is obviously tight, and there are rumors that the chip has to raise prices in the market." A marketing manager of a packaging factory with a size of 100 million yuan in Shenzhen told reporters that the factory is now full of orders and workers are working overtime.
Xie Suyun , director of the High-tech LED Industry Research Center, said that the downstream demand for LEDs and the upstream chip expansion capacity were not released in time, which led to a tight supply of chips. With the industry's promising prospects and policy encouragement, many chip projects have been launched in China since last year. “But the release of these capacities will take time, and the project will take about one to two years from construction to production.â€
In addition to tight supply, the continued rise in the price of substrate materials for chip production is also an important reason for the market price of LED chips to rise. Statistics show that in the past seven months, rising demand has pushed up sapphire substrate materials by about 50%.
In this context, the enthusiasm of listed companies to invest in LED is still not reduced. Recently, Tiantong Co., Ltd. announced that it will invest no more than 100 million yuan to produce 4-inch sapphire substrate materials, and Sanjia Technology will invest 30 million yuan to set up Anhui subsidiary to operate LED brackets and other optoelectronic products.
In addition to optimistic about the huge development space that LEDs have as an emerging industry, the hot market demand for these products may be an important reason for listed companies to invest. The marketing manager of the above packaging factory told the reporter that the LED bracket is an accessory product of the LED industry, which is very important in the packaging process and the amount is also very large. At present, its market is still monopolized by foreign-funded companies such as Taiwan-funded and Japanese-funded companies. The domestic brand of this product is more mixed, but it is more substitutable. In general, investment in LED brackets and other ancillary products is less risky in terms of technology, scale and market than upstream industries such as LED chip substrate materials.
According to the data, Tiantong and Sanjia Technology experienced significant losses in their 2009 main results. Industry insiders said that investing in LEDs will find a new profit growth point for the company, allowing the company to share the good times of the LED industry's rapid growth in recent years. However, it is worth worrying that, from the current domestic market and the number of LED industry, the problem of repeated investment has already begun to emerge. Whether the large release of LED production capacity can be smoothly digested by the market in the future needs to be observed.
A secretarial office of a listed company that produces chips also said that the chip shortage may be only temporary. From the perspective of the entire industry, the price of chips is not very strong. Once the expanded capacity is released, the entire supply and demand relationship will be changed. Even if the price of the chip rises, it is partial and temporary. In the long run, the price of the chip must drop.
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