There is always a distance between ideal and reality.
On the morning of June 24, Hefei Rainbow Blu-ray Technology Co., Ltd. (hereinafter referred to as Hefei Rainbow Blu-ray) under the sun appeared quieter. Two security guards were on duty at the door, occasionally with vehicles and personnel coming in and out. The reporter walked around the company's outer wall and found that in addition to the already built factory, the large base has a large open space filled with weeds and trees.
Four years ago, in 2010, the Hefei Rainbow Blue LED project was officially started. According to the plan at the time, the total investment of the project was 10 billion yuan. 200 MOCVD (45+) and supporting chip production lines will be built in two phases.
If this plan is successfully completed, Hefei Rainbow Blu-ray will become the first two companies with the largest number of MOCVD in China. From the perspective of capacity scale, it will be the undisputed leading company in the field of LED epitaxial chips.
However, four years later, this goal of Hefei Rainbow Blu-ray has not been achieved. Not only that, the company was in a semi-discontinued state in the first half of this year. At this time, China's LED chip industry began to enter the golden period, and many companies are planning to expand more capacity.
Hefei Rainbow Blu-ray wears the national enterprise aura, which is the holding subsidiary of Shanghai Blu-ray Technology Co., Ltd. (hereinafter referred to as Shanghai Blu-ray), which is the second-level subsidiary of the Central Enterprise Rainbow Group.
So why is this happening? What happened behind the scenes? Recently, the "Daily Economic News" reporter launched an investigation.
The company once suspended production on June 18, 2010, and the “Hefei Rainbow Blue LED†project with a total investment of 10 billion yuan officially signed a cooperation agreement. According to the plan at the time, the total land area of ​​the project was 500 mu, and a total of 200 MOCVD and supporting chip production lines were built. The MOCVD equipment specification is required to be above 45 machines.
200 production lines are constructed in two phases. The data shows that the first phase of the project plans to invest 2.025 billion yuan, covering an area of ​​300 acres, there will be 50 production lines, with an annual output of 42 billion chips, with an annual output value of 2.3 billion yuan.
At that time, an article by Xinhua News Agency mentioned that "after the completion of the project, the annual output value will be 11.5 billion yuan, which will become China's giant LED industry base."
The same is true, because even as the leader of the domestic chip industry, Sanan Optoelectronics, there are only more than 70 MOCVD equipment in place at the end of 2010. By April 2014, Sanan Optoelectronics had 160 units. This means that if 200 MOCVD equipments are in place in three years, from the perspective of capacity, Hefei Rainbow Blu-ray will be the first.
On August 30, 2010, the groundbreaking ceremony for the launch of the Hefei Rainbow Blue LED Project was officially held.
At the end of December 2012, an article on the official website of Hefei New Station Comprehensive Development Experimental Zone entitled “The Successful Acceptance of Hefei Rainbow Blue LED Phase I Project†showed that on December 18 of that year, Hefei Rainbow Blu-ray held the first phase of LED project. Engineering acceptance meeting. The report mentioned that 46 MOCVD and its supporting production lines have been completed at that time, with an accumulated fixed asset investment of 1.611 billion yuan.
Subsequently, there was no news in the public report that Hefei Rainbow Blu-ray started the second phase project. At the end of June this year, Zhang Xiaofei, Dean of the High-tech LED Industry Research Institute, told the Daily Economic News reporter that according to their statistics, Hefei Rainbow Blu-ray has 45 MOCVDs, 19 Blu-rays in Shanghai, and 64 in two bases. .
This is a far cry from the original plan. Not only that, in the first half of this year, the company's LED epitaxial chip production was once in a semi-discontinued state.
"The beginning of April to May (epitaxial chip) has not started." On June 24, under the dormitory building in Hefei Rainbow Blu-ray, a person who claimed to be the employee of the company said.
A Blu-ray chip agent from Shanghai Blu-ray told the reporter of "Daily Economic News" that since December 25 last year, the company has been in a semi-discontinued state, and large customers are still holding, and small customers are lost.
"For example, we are their agents, we can't get the goods." The source said that Hefei Rainbow Blu-ray is similar to Shanghai Blu-ray.
Hefei Rainbow Blu-ray equipment supplier also told reporters that the company had previously "stopped for a few months."
For this news, the reporter was confirmed by at least two other sources. However, from June 24th to June 26th, the reporter tried to contact Hefei Rainbow Blu-ray management through various methods such as door-to-door and telephone calls. However, the reporter was informed in an interview that Hefei Rainbow Blu-ray has resumed production in the near future.
The industry is in the "Xiaoyangchun"
In the time period of Hefei Rainbow Blu-ray semi-discontinued, the domestic LED epitaxial chip industry is experiencing the "Xiaoyangchun" in recent years.
Ye Guoguang, marketing director of Guangdong Deli Optoelectronics Co., Ltd., told the reporter of "Daily Economic News" in early June that the LED industry is currently in a booming stage.
Since the second half of 2013, the entire LED industry has seen a boom in supply and sales. Due to the downstream application sector, the shipment of upstream epitaxial chips has gradually increased. In 2013, the MOCVD capacity utilization rate rose to 52%, and the operating rate rose to around 70%.
At the end of March this year, the reporter obtained information from Sanan Optoelectronics Securities Department that the company's MOCVD equipment is in full production.
At the same time, many LED epitaxial chip companies are also rushing to expand production.
In January this year, Huacan Optoelectronics announced that the company plans to invest 305 million yuan with its own funds to start the construction of the second phase of the LED epitaxial wafer chip of Huacan Optoelectronics (Suzhou) Co., Ltd. The project plans to form an annual output of 480,000 yuan. In 2 months, Sanan Optoelectronics announced that it decided to set up a wholly-owned subsidiary in Xiamen to invest in LED epitaxial and chip research and development. And manufacturing industrialization projects. The total investment of the project is 10 billion yuan, and the total scale is 200 MOCVD. On June 24, the middle-end packaging company Hongli Optoelectronics (13.510, 0.07, 0.52%) signed the "Strategic Cooperation Agreement" with Sanan Optoelectronics......
In this context, Hefei Rainbow Blu-ray unexpectedly stopped production, which made the outside world confused.
Shanghai Blu-ray has occupied an important position in the field of LED chips in China. Its official website introduction, the company was established in April 2000, is the first company engaged in GaN-based LED epitaxial wafer, chip research and development and industrial production, is the national "863" program in the field of optoelectronics technology achievements transformation base.
In 2007, in order to achieve business transformation, Rainbow Group announced that it will invest 130 million yuan in Shanghai Blu-ray and realize its holding of the latter, thus entering the LED industry.
"LED is the most promising industry in the world and is also planned to be one of the three core businesses of the group." At that time, Zhang Shaowen, deputy general manager of Rainbow Group, said.
Shanghai Blu-ray business is not good for many reasons?
"There are many reasons for the bad business. For details, please ask the operator." As the second shareholder of Hefei Rainbow Blu-ray, a person in charge of Hefei Xincheng State-owned Assets Management Co., Ltd., which is funded by the government, said.
In the interview, the reporter noticed that many interviewees used the words “multi-faceted†and “multiple†when analyzing Shanghai Blu-ray.
The above-mentioned Shanghai Blu-ray agent told reporters that the main reason for this situation is that there are too many small shareholders in the company and there are contradictions in the interests of shareholders. He told reporters that Shanghai Blu-ray is preparing to move the production line to Hefei. The land in Shanghai factory was originally industrial land, which can be converted into commercial land. The minority shareholders have contradictions on how to distribute land revenue, which in turn affects enterprise production.
An LED chip company executive told the "Daily Economic News" reporter that the main reason for Shanghai Blu-ray semi-stop production is that the chip price is too high. He said that the company's investment was too big. For example, the plan was to produce 600,000 pieces. As a result, only 100,000 pieces were made. Then, such as electricity and wages, the expenses were higher, and the chip cost was much more expensive than others.
The above-mentioned Hefei Rainbow Blu-ray equipment supplier told reporters that the company had a lot of stocks last year. "The loss is not sold, the more it does not sell, the more it loses."
According to the reporter, from 2012 to 2013, the price of the entire domestic chip dropped very fast. According to statistics from the High-tech LED Industry Research Institute, the price of LED chips in China dropped by more than 30% in 2012 compared with the beginning of the year. In 2013, the price of chips fell by about 20% from the beginning of the year.
However, the above-mentioned Shanghai Blu-ray agent denied the claim that the chip is more expensive.
A person close to Shanghai Blu-ray told reporters that the background of Shanghai Blu-ray's state-owned enterprises may also be a reason. He said, for example, companies like Blu-ray can hardly afford senior technical personnel from overseas, and it is difficult to reach a certain level in technology. In addition, state-owned enterprises may not be very efficient in terms of efficiency.
However, the person stressed that in fact, all the companies that made epitaxial chips in the past two years did not make money, and the investment was great, but the price fell sharply. In this way, some companies choose to stop working, and some choose to do inventory. "I think everyone's situation is similar."
Hefei base to re-start Blu-ray signs of <br> <br> Fortunately, there has been a revival of Shanghai. The above-mentioned person close to Shanghai Blu-ray told reporters that in the first half of this year, Shanghai Blu-ray began to adjust and moved the production line in Shanghai to Hefei. The Hefei base also began to restart.
On June 24, the above-mentioned Hefei Rainbow Blu-ray equipment supplier told reporters that the factory had just restarted, and the chip could only be produced during the three-month trial period.
On the afternoon of the same day, in the dormitory building of Hefei Rainbow Blu-ray, the reporter saw another employee. He told reporters that the day he was working on the first day, the company recruited a group of employees, and there were dozens of people who went with him.
When Shanghai Blu-ray re-started, the competition was not smaller than the previous two years. At present, Sanan Optoelectronics has 161 MOCVD, and its total production capacity ranks first in the country. Dehao Runda has received 92 sets of equipment, 52 of which have been commissioned to start mass production, and are expected to be full at the end of the year.
In June last year, at an industry forum, Wang Donglei, chairman of Dehao Runda, judged that LED upstream could not escape the law of semiconductor industry development in the future. At present, there are 3 to 5 successful semiconductor companies in the world. He believes that there may be only three or five LED epitaxial chip companies in the world, perhaps two.
Ye Guoguang believes that even in the case of a good chip market this year, the overall capacity utilization rate of domestic chip companies is only 70%.
An analyst who asked not to be named told reporters that the current plan for Shanghai Blu-ray is still rather vague. On the one hand, I want to be big, but it is a burden. "If there are three or fifty MOCVD equipment companies like this, the marginal benefits of expansion will not increase, and there will be a lot of investment. The cost pressure of not expanding production is also very high, and the price war is very strong."
Some insiders analyzed to reporters that there are currently three camps for LED chip companies. First, foreign brands represented by Career, Nichia, Osram, etc., their market share in China has maintained a steady upward trend; second, chip companies in Taiwan, such as Jingyuan, New Century, etc.; the third is Mainland chip companies, such as Sanan Optoelectronics, Dehao Runda and so on. "Now Shanghai Blu-ray has to reposition its own advantages, and it will be more difficult."
For Shanghai Blu-ray, whether it is positioned in the car, or in the field of display or lighting, there are companies that are already there. He suggested that Shanghai Blu-ray should first clear its market positioning, and secondly pay attention to the light efficiency and price of the product itself, that is, the price/performance ratio.
On the morning of June 24, Hefei Rainbow Blu-ray Technology Co., Ltd. (hereinafter referred to as Hefei Rainbow Blu-ray) under the sun appeared quieter. Two security guards were on duty at the door, occasionally with vehicles and personnel coming in and out. The reporter walked around the company's outer wall and found that in addition to the already built factory, the large base has a large open space filled with weeds and trees.
Four years ago, in 2010, the Hefei Rainbow Blue LED project was officially started. According to the plan at the time, the total investment of the project was 10 billion yuan. 200 MOCVD (45+) and supporting chip production lines will be built in two phases.
If this plan is successfully completed, Hefei Rainbow Blu-ray will become the first two companies with the largest number of MOCVD in China. From the perspective of capacity scale, it will be the undisputed leading company in the field of LED epitaxial chips.
However, four years later, this goal of Hefei Rainbow Blu-ray has not been achieved. Not only that, the company was in a semi-discontinued state in the first half of this year. At this time, China's LED chip industry began to enter the golden period, and many companies are planning to expand more capacity.
Hefei Rainbow Blu-ray wears the national enterprise aura, which is the holding subsidiary of Shanghai Blu-ray Technology Co., Ltd. (hereinafter referred to as Shanghai Blu-ray), which is the second-level subsidiary of the Central Enterprise Rainbow Group.
So why is this happening? What happened behind the scenes? Recently, the "Daily Economic News" reporter launched an investigation.
The company once suspended production on June 18, 2010, and the “Hefei Rainbow Blue LED†project with a total investment of 10 billion yuan officially signed a cooperation agreement. According to the plan at the time, the total land area of ​​the project was 500 mu, and a total of 200 MOCVD and supporting chip production lines were built. The MOCVD equipment specification is required to be above 45 machines.
200 production lines are constructed in two phases. The data shows that the first phase of the project plans to invest 2.025 billion yuan, covering an area of ​​300 acres, there will be 50 production lines, with an annual output of 42 billion chips, with an annual output value of 2.3 billion yuan.
At that time, an article by Xinhua News Agency mentioned that "after the completion of the project, the annual output value will be 11.5 billion yuan, which will become China's giant LED industry base."
The same is true, because even as the leader of the domestic chip industry, Sanan Optoelectronics, there are only more than 70 MOCVD equipment in place at the end of 2010. By April 2014, Sanan Optoelectronics had 160 units. This means that if 200 MOCVD equipments are in place in three years, from the perspective of capacity, Hefei Rainbow Blu-ray will be the first.
On August 30, 2010, the groundbreaking ceremony for the launch of the Hefei Rainbow Blue LED Project was officially held.
At the end of December 2012, an article on the official website of Hefei New Station Comprehensive Development Experimental Zone entitled “The Successful Acceptance of Hefei Rainbow Blue LED Phase I Project†showed that on December 18 of that year, Hefei Rainbow Blu-ray held the first phase of LED project. Engineering acceptance meeting. The report mentioned that 46 MOCVD and its supporting production lines have been completed at that time, with an accumulated fixed asset investment of 1.611 billion yuan.
Subsequently, there was no news in the public report that Hefei Rainbow Blu-ray started the second phase project. At the end of June this year, Zhang Xiaofei, Dean of the High-tech LED Industry Research Institute, told the Daily Economic News reporter that according to their statistics, Hefei Rainbow Blu-ray has 45 MOCVDs, 19 Blu-rays in Shanghai, and 64 in two bases. .
This is a far cry from the original plan. Not only that, in the first half of this year, the company's LED epitaxial chip production was once in a semi-discontinued state.
"The beginning of April to May (epitaxial chip) has not started." On June 24, under the dormitory building in Hefei Rainbow Blu-ray, a person who claimed to be the employee of the company said.
A Blu-ray chip agent from Shanghai Blu-ray told the reporter of "Daily Economic News" that since December 25 last year, the company has been in a semi-discontinued state, and large customers are still holding, and small customers are lost.
"For example, we are their agents, we can't get the goods." The source said that Hefei Rainbow Blu-ray is similar to Shanghai Blu-ray.
Hefei Rainbow Blu-ray equipment supplier also told reporters that the company had previously "stopped for a few months."
For this news, the reporter was confirmed by at least two other sources. However, from June 24th to June 26th, the reporter tried to contact Hefei Rainbow Blu-ray management through various methods such as door-to-door and telephone calls. However, the reporter was informed in an interview that Hefei Rainbow Blu-ray has resumed production in the near future.
The industry is in the "Xiaoyangchun"
In the time period of Hefei Rainbow Blu-ray semi-discontinued, the domestic LED epitaxial chip industry is experiencing the "Xiaoyangchun" in recent years.
Ye Guoguang, marketing director of Guangdong Deli Optoelectronics Co., Ltd., told the reporter of "Daily Economic News" in early June that the LED industry is currently in a booming stage.
Since the second half of 2013, the entire LED industry has seen a boom in supply and sales. Due to the downstream application sector, the shipment of upstream epitaxial chips has gradually increased. In 2013, the MOCVD capacity utilization rate rose to 52%, and the operating rate rose to around 70%.
At the end of March this year, the reporter obtained information from Sanan Optoelectronics Securities Department that the company's MOCVD equipment is in full production.
At the same time, many LED epitaxial chip companies are also rushing to expand production.
In January this year, Huacan Optoelectronics announced that the company plans to invest 305 million yuan with its own funds to start the construction of the second phase of the LED epitaxial wafer chip of Huacan Optoelectronics (Suzhou) Co., Ltd. The project plans to form an annual output of 480,000 yuan. In 2 months, Sanan Optoelectronics announced that it decided to set up a wholly-owned subsidiary in Xiamen to invest in LED epitaxial and chip research and development. And manufacturing industrialization projects. The total investment of the project is 10 billion yuan, and the total scale is 200 MOCVD. On June 24, the middle-end packaging company Hongli Optoelectronics (13.510, 0.07, 0.52%) signed the "Strategic Cooperation Agreement" with Sanan Optoelectronics......
In this context, Hefei Rainbow Blu-ray unexpectedly stopped production, which made the outside world confused.
Shanghai Blu-ray has occupied an important position in the field of LED chips in China. Its official website introduction, the company was established in April 2000, is the first company engaged in GaN-based LED epitaxial wafer, chip research and development and industrial production, is the national "863" program in the field of optoelectronics technology achievements transformation base.
In 2007, in order to achieve business transformation, Rainbow Group announced that it will invest 130 million yuan in Shanghai Blu-ray and realize its holding of the latter, thus entering the LED industry.
"LED is the most promising industry in the world and is also planned to be one of the three core businesses of the group." At that time, Zhang Shaowen, deputy general manager of Rainbow Group, said.
Shanghai Blu-ray business is not good for many reasons?
"There are many reasons for the bad business. For details, please ask the operator." As the second shareholder of Hefei Rainbow Blu-ray, a person in charge of Hefei Xincheng State-owned Assets Management Co., Ltd., which is funded by the government, said.
In the interview, the reporter noticed that many interviewees used the words “multi-faceted†and “multiple†when analyzing Shanghai Blu-ray.
The above-mentioned Shanghai Blu-ray agent told reporters that the main reason for this situation is that there are too many small shareholders in the company and there are contradictions in the interests of shareholders. He told reporters that Shanghai Blu-ray is preparing to move the production line to Hefei. The land in Shanghai factory was originally industrial land, which can be converted into commercial land. The minority shareholders have contradictions on how to distribute land revenue, which in turn affects enterprise production.
An LED chip company executive told the "Daily Economic News" reporter that the main reason for Shanghai Blu-ray semi-stop production is that the chip price is too high. He said that the company's investment was too big. For example, the plan was to produce 600,000 pieces. As a result, only 100,000 pieces were made. Then, such as electricity and wages, the expenses were higher, and the chip cost was much more expensive than others.
The above-mentioned Hefei Rainbow Blu-ray equipment supplier told reporters that the company had a lot of stocks last year. "The loss is not sold, the more it does not sell, the more it loses."
According to the reporter, from 2012 to 2013, the price of the entire domestic chip dropped very fast. According to statistics from the High-tech LED Industry Research Institute, the price of LED chips in China dropped by more than 30% in 2012 compared with the beginning of the year. In 2013, the price of chips fell by about 20% from the beginning of the year.
However, the above-mentioned Shanghai Blu-ray agent denied the claim that the chip is more expensive.
A person close to Shanghai Blu-ray told reporters that the background of Shanghai Blu-ray's state-owned enterprises may also be a reason. He said, for example, companies like Blu-ray can hardly afford senior technical personnel from overseas, and it is difficult to reach a certain level in technology. In addition, state-owned enterprises may not be very efficient in terms of efficiency.
However, the person stressed that in fact, all the companies that made epitaxial chips in the past two years did not make money, and the investment was great, but the price fell sharply. In this way, some companies choose to stop working, and some choose to do inventory. "I think everyone's situation is similar."
Hefei base to re-start Blu-ray signs of <br> <br> Fortunately, there has been a revival of Shanghai. The above-mentioned person close to Shanghai Blu-ray told reporters that in the first half of this year, Shanghai Blu-ray began to adjust and moved the production line in Shanghai to Hefei. The Hefei base also began to restart.
On June 24, the above-mentioned Hefei Rainbow Blu-ray equipment supplier told reporters that the factory had just restarted, and the chip could only be produced during the three-month trial period.
On the afternoon of the same day, in the dormitory building of Hefei Rainbow Blu-ray, the reporter saw another employee. He told reporters that the day he was working on the first day, the company recruited a group of employees, and there were dozens of people who went with him.
When Shanghai Blu-ray re-started, the competition was not smaller than the previous two years. At present, Sanan Optoelectronics has 161 MOCVD, and its total production capacity ranks first in the country. Dehao Runda has received 92 sets of equipment, 52 of which have been commissioned to start mass production, and are expected to be full at the end of the year.
In June last year, at an industry forum, Wang Donglei, chairman of Dehao Runda, judged that LED upstream could not escape the law of semiconductor industry development in the future. At present, there are 3 to 5 successful semiconductor companies in the world. He believes that there may be only three or five LED epitaxial chip companies in the world, perhaps two.
Ye Guoguang believes that even in the case of a good chip market this year, the overall capacity utilization rate of domestic chip companies is only 70%.
An analyst who asked not to be named told reporters that the current plan for Shanghai Blu-ray is still rather vague. On the one hand, I want to be big, but it is a burden. "If there are three or fifty MOCVD equipment companies like this, the marginal benefits of expansion will not increase, and there will be a lot of investment. The cost pressure of not expanding production is also very high, and the price war is very strong."
Some insiders analyzed to reporters that there are currently three camps for LED chip companies. First, foreign brands represented by Career, Nichia, Osram, etc., their market share in China has maintained a steady upward trend; second, chip companies in Taiwan, such as Jingyuan, New Century, etc.; the third is Mainland chip companies, such as Sanan Optoelectronics, Dehao Runda and so on. "Now Shanghai Blu-ray has to reposition its own advantages, and it will be more difficult."
For Shanghai Blu-ray, whether it is positioned in the car, or in the field of display or lighting, there are companies that are already there. He suggested that Shanghai Blu-ray should first clear its market positioning, and secondly pay attention to the light efficiency and price of the product itself, that is, the price/performance ratio.
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