On the seventh day of the Lunar New Year, just after the Spring Festival holiday, when many people were still immersed in the joy of reunion with their families, Hua Can Optoelectronics, the domestic LED epitaxial chip giant, threw a “blockbuster†in the industry.
In February and February, Huacan Optoelectronics announced that the company signed the “Huacan Optoelectronics Advanced Semiconductor and Device Project Investment Framework Agreement†in the investment and construction of advanced semiconductor and device projects in Yiwu Information Optoelectronics High-tech Industrial Park.
According to the announcement, the project content includes: 1 LED epitaxial and chip; 2 sapphire substrate; 3 ultraviolet LED; 4 infrared LED; 5microLED; 6 MEMS sensor; 7 vertical cavity surface emitting laser (VCSEL) 8 gallium nitride (GaN) based laser; 9 Advanced semiconductor and device projects such as gallium nitride (GaN) based power electronics.
It is understood that the project plans a total investment of 10 billion yuan. Behind the steady development of the industry and the diversified layout of LED companies, Huacan Optoelectronics has not hesitated to spend huge sums of money. What is the purpose behind it?
First, LED epitaxy and chip, GGII data show that in 2017, the output value of LED chips in mainland China reached 18.8 billion yuan, accounting for nearly 40% of the global LED chip production value. GGII expects that China's output value will exceed 50% in 2019.
In view of the optimistic judgment on the future of the chip market, chip makers such as Sanan Optoelectronics, Huacan Optoelectronics and Ganzhao Optoelectronics are competing to open the expansion in 2017. At the end of last year, Sanan Optoelectronics planned to build 33.3 billion yuan to build compound semiconductors, integrated circuits and related industrial projects, and set off a "big storm" in the chip industry.
At the 2017 Senior Engineers LED Annual Meeting, GGII predicted that China's LED chip companies will continue to expand production from 2018 to 2019. After that, the growth rate of the entire industry will return to a relatively stable state. That is to say, at this stage, chip companies are still trying to expand production to seize market share. In this capacity competition, all major chip companies are playing their own "abacus."
Huacan Optoelectronics has ranked second in the industry in terms of LED chip scale, but there is still a certain distance from Sanan Optoelectronics. This time, Huacan has invested heavily in LED expansion and chip projects. The purpose is to narrow the gap with Sanan in scale and further expand the distance from other chip manufacturers.
Secondly, in terms of sapphire substrate, Lanjing Technology, which was acquired by Huacan Optoelectronics, has complete independent intellectual property rights in the key technology of sapphire crystal growth, and independently developed the å©åŸš drop method and the exclusive technology of single crystal growth furnace system. Strong technical barriers have enabled large-scale production of the å©åŸš å©åŸš method.
As early as last August, Lanjing Technology, a wholly-owned subsidiary of Huacan Optoelectronics, and the Hongta District Government of Yuxi City signed a framework agreement for the annual expansion of 35 million LED substrate expansion projects. The project is expected to have a total investment of 1 billion yuan. After the project is completed, Blue Crystal Technology is expected to become one of the largest sapphire substrate manufacturers in the world.
This time, Huacan Optoelectronics has increased its investment in the sapphire substrate project, which not only enables self-sufficiency, but also guarantees the production of epitaxial wafers and chips. It also helps to further expand the company's scale and cost advantages.
Secondly, Huacan Optoelectronics in the emerging market, infrared, Micro LED are in the stage of close development, Huacan Optoelectronics has said that infrared is expected to achieve mass production at the end of last year. At present, Huacan Optoelectronics cooperates with domestic and foreign large customers to develop MicroLED technology and lay out new application fields in the future. The TV and mobile phone panels to be replaced by MicroLED are a huge market, which is several times larger than the existing LED chips. 5 years with the application of MiniLED and MicroLED.
In addition, in terms of MEMS sensors, Huacan Optoelectronics has entered the field through the acquisition of Midea Semiconductor. Meixin Semiconductor is mainly engaged in the research and development, manufacturing and sales of MEMS products. The main products are accelerometers and magnetic sensors, which are widely used in smart phones and consumer electronics, automotive safety systems and other fields. Meixin Semiconductor is one of the few companies to realize large-scale industrial production of high-end MEMS devices and system products. With annual sales exceeding 200 million, it is one of the world's mainstream suppliers.
After this transaction, Huacan Optoelectronics will build a MEMS industrialization platform with the technology reserves of Meixin Semiconductor to realize the extension of the listed company from LED to MEMS sensor business.
For the integration of Huacan Optoelectronics and Meixin Semiconductor, IDG Capital Partner Yu Xinhua once said that the future development and sales of MEMS products will become an important part of Huacan Optoelectronics' main business, helping the company in consumer electronics, industrial applications and the Internet of Things. The field further extends the industrial chain.
With the advancement of semiconductor technology, MEMS sensors, as an important part of the Internet of Everything, will gradually emerge in the Internet of Things era. Coupled with the fact that China has gradually formed a complete MEMS industry chain, we can foresee the prosperous future of China's MEMS sensor market.
Through the acquisition of Meixin Semiconductor and the increased investment in MEMS sensor projects, Huacan Optoelectronics will help Meixin Semiconductor to become bigger and stronger in the field of MEMS sensors through capital strength, and seize the industrial highland in the era of big data and Internet of Things.
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