Traditional giants rushed into the LED wall siege effect
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"People outside the city want to rush in, people in the city want to escape." Qian Zhongshu's description in "The Besieged City" is used to describe today's domestic LED industry may be the most appropriate.
On December 24, 2010, Lihe shares (000532.SZ) announced that in 2007, due to optimistic LED industry, the company's subsidiary Zhuhai Huaguan Electronics Co., Ltd. and Dongguan Fuxincheng Company jointly invested 10 million yuan to establish Zhuhai Huaguan Optoelectronics Co., Ltd. The company entered the LED industry. However, in the past three years, Huaguan Electric has been lacking independent and mature products. The scale and investment in research and development have exceeded the capacity of enterprises, and management and management have experienced serious difficulties. As of November 30, 2010, Huaguan Optoelectronics has been insolvent and is expected to lose 5.2 million yuan in 2010. Therefore, Lihe shares decided to liquidate Huaguan Optoelectronics Co., Ltd. and withdraw from the LED industry to minimize shareholder investment losses.
However, the failure of Lihe shares in the LED industry does not seem to weaken the domestic LED investment fever.
On January 13, 2011, cement industry giant Sinoma Group announced the acquisition of Yangzhou Zhongke Semiconductor Co., Ltd. (hereinafter referred to as "Yangzhou Zhongke"), officially entered the LED industry. One month ago, on December 18, 2010, Shu Hua, CEO of GCL-Poly Energy (3800.HK), revealed that GCL Group will enter real estate, LED manufacturing and energy storage batteries in 2011.
“The LED industry, especially the upstream of the LED industry, is a technology-intensive and capital-intensive industry. It is currently difficult to assess the risks of other industry giants entering the LED industry. After all, they are not short of money.†Hua Rui Investment Director Kang Wei It is said that the current lack of money in the domestic LED upstream industry is not the money, but the experienced professionals and the supply of tight MOCVD equipment.
Big influx of huge capital
Despite this, the traditional industry giants in the LED industry are still well prepared.
Founded in October 2007, Yangzhou Zhongke is a professional R&D and production company of high-end epitaxial wafers for blue GaN-LED with a registered capital of 100 million yuan. Prior to the introduction of Sinoma Group, Yangzhou Zhongke had planned to list on the domestic and overseas GEM, and raised funds to expand 40 MOCVD equipment and supporting chip lines in the future. Currently, it has acquired 128 mu of land in the LED Industrial Park of Yangzhou Economic and Technological Development Zone. .
According to media reports, by the end of July 2010, Yangzhou Zhongke purchased 6 MOCVDs. At that time, Yangzhou Zhongke claimed that MOCVD equipment would increase to 11 by the end of 2010.
Yu Shiliang, secretary of the Party Committee of Sinoma Group, said that after the holding of Yangzhou Zhongke, Sinoma Group will build Yangzhou Zhongke into a leading company in the new light source industry, planning to use three to five years, with a total investment of more than 5 billion yuan, and timely industry. Vertical integration, improve the industrial chain, and generate operating income of more than 10 billion yuan.
"In fact, the acquisition of Yangzhou Zhongke's funds is not large, about several hundred million." An internal person of Sinoma Group revealed that due to a large number of companies announced to enter this emerging industry, the LED industry has seen a trend of overcapacity. Therefore, the strategy of Sinoma Group to enter the LED industry is: first enter from the upstream, and then integrate the entire industry.
Compared with Sinoma Group's “borrowing eggs†approach, GCL Group's approach is more inclined to the marginal integration of industrial diversification.
Shu Hua revealed that GCL Group has already deployed in the field of LED and OLED, and hopes to achieve the best in the world in manufacturing in one to two years. Because the current bottleneck in the development of LED and OLED industry lies in front-end manufacturing, which lies in sapphire wafers, and GCL has cut into the LED industry from the upstream, which can fully utilize the technological and technological advantages of GCL in polysilicon.
It is reported that the GCL Group, which was founded in 1990, has become a world-class environmental energy and new energy developer, operator, product and technology supplier, forming an environmentally friendly energy, new energy silicon material industry chain, and new energy equipment manufacturing. The new energy enterprise that is mainly engaged in business. The Group has eight silicon material companies including Jiangsu Zhongneng, the world's third largest polysilicon manufacturing company, with 30 environmentally-friendly power companies with a total installed capacity of nearly 5,000 MW.
At present, the infrastructure project of GCL Group's GCL-Sapphire Crystal Project, which invested 3 billion yuan in Jiangsu Suining, has been opened, and it is expected that the first batch of capacity will be put into production in the first half of next year. In addition, GCL will also build a technology-leading, world-class high-power OLED product R&D and manufacturing base in Nanjing Jiangning Development Zone. Its planned high-tech industrial park covers an area of ​​about 2,000 acres, and the first phase starts 1,000 acres.
On December 22, 2010, GCL Optoelectronics Technology Holdings Co., Ltd. and Yancheng Economic Development Zone signed an investment ceremony for LED epitaxial wafers and chips. The total investment of the project reached US$2 billion, including US$400 million in the first phase and US$120 million in registered capital. .
What is even more frightening is that the relevant channel information shows that in 2011, GCL will allocate more than 200 MOCVDs in Zhangjiagang, Yancheng, Wuzhong and Wujiang. If the project is cashed, then the production capacity of GCL will exceed that of Sanan Optoelectronics, and it will steal the throne of the largest LED epitaxial chip in China.
"In the field of LEDs and OLEDs that are not familiar, GCL will not be 'individual combat'." Shu Hua revealed that the group will cooperate with enterprises and teams in Taiwan and Germany, and will disclose it in the near future. 
