At present, Ganzhao Optoelectronics (300102) is one of the largest manufacturers of high-brightness quaternary red-yellow LED chips in China. In the field of household appliances, indoor and outdoor display screens have gained a large market share due to comprehensive competitiveness.
In the field of red and yellow LED epitaxial wafers and chips, dry photoelectron has a total of 26 cavities in MOCVD. It is understood that the company has introduced a 4-inch film production process, the production capacity has been improved on the original basis, and the epitaxial film yield is not less than 98%.
According to the annual report of Ganzhao Optoelectronics in 2017, last year, the production capacity of dry photoelectric red and yellow chips and epitaxial wafers was 2,000,000 pieces/year, the output reached 1,573,697 pieces/year, the capacity utilization rate was 78.68%, and the capacity under construction was 720,000 pieces/year.
On the interactive platform, Ganzhao Optoelectronics said that the company's red and yellow LED chips have won the trust of customers in terms of brightness, reliability and uniformity. It is expected that the annual production capacity will reach 2.7 million pieces or more this year.
Dry Photoelectricity adheres to the main business of LED chips. After years of development, the company has independently developed and mastered a number of core technologies for LED growth. Under the continuous R&D investment of Dry Photo Optoelectronics, the brightness of its red and yellow LED products has increased in different degrees.
Among them, the performance of the red LED chip is further improved, reaching the domestic leading level. The performance of low-power reverse-polarity red LED chips has been greatly improved. The new products of medium- and high-power reverse-polarity red LED chips have been successfully developed and have been mass-produced. The 850nm and 940nm NIR LED chips have been certified by customers and are available in volume.
It is reported that its red-yellow chip and epitaxial wafer (in the case of 5 mil x 5 mil size) have reached 120-146mcd in brightness, the voltage value is 1.8-2.3V, and the wavelength is 620-625mm.
In recent years, the application field of red and yellow chips has remained basically stable. However, due to the continuous high growth of the LED small-pitch display industry, domestic display manufacturers are facing tight supply of chips, driving the price of RGB chips up, and the demand for red and yellow LED chips is Rapid growth began in the second half of 2016.
In order to meet the growing customer demand, Ganzhao Optoelectronics started the expansion of red and yellow LED chips. In May 2017, the company announced that it invested 736,588,100 yuan in the Yangzhou subsidiary to implement the expansion of red and yellow LED chips and triple-junction gallium arsenide solar cells, and re-enforced the moat in the field of red and yellow light. As of the end of 2017, Ganzhao Optoelectronics has invested 256,188, 951.22 yuan, and the project completed 34.19%.
Of course, while expanding the scale, Ganzhao Optoelectronics is also constantly implementing lean production, increasing production efficiency, improving equipment production capacity, improving product yield and reducing unit costs.
In the big environment where the industry is booming and the oligarchs are forming, Ganzhao Optoelectronics has determined the unique development strategy of “scale follower + technical characteristicsâ€. Among them, the blue-green light chip will implement scale follow-up, and the expansion will enlarge the scale; while the red and yellow light chips will be positioned to make technical features and achieve quality improvement. On the basis of scale improvement, we will focus on and continue to lay out LED-related fields with high technical thresholds and rich future application scenarios.
According to Ganzhao Optoelectronics, the company is the strongest supplier of red and yellow light (GaAs substrate) LED chips in China, and the development of infrared IR industry has a natural advantage. In 2018, we will further increase R&D investment and further enhance the performance of infrared products, enabling the products to be applied to higher-end fields.
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