A few days ago, a person from the securities department of Guangdong Ganhua (000576.SZ) told reporters: "The company's 10 MOCVD 54-chip machines are in place and are expected to be trial-produced before the end of the year."
The company's LED Phase I project has a total investment of 836 million yuan. It will build 20 LED epitaxial wafer production lines and supporting chip production lines for MOCVD equipment. After the project is completed and put into production, it will form an annual output of 960,000 high-brightness blue-green LED epitaxial wafers and chips. Production capacity.
At the same time, she said that the company's LED project has a total of five main buildings, including power plant and power station, all of which have been capped. The interior decoration and supporting facilities are currently under construction and are expected to be completed in November this year.
An analyst at Dongguan Securities said: "The traditional business is not very profitable. The company really needs to transform. LED is a new project of the company."
"The company is now cutting into the upstream of the LED industry. Without market influence, it should be very difficult at first, but if the Guangdong government gives support, it is not impossible to make a profit," he added.
It is understood that the same LED upstream chip leader, Sanan Optoelectronics (600703.SZ) as of the end of 2012, the company has 144 sets of MOCVD main equipment for the production of LED products, in 2013, Xiamen will purchase 20 new equipment, is expected to end at the end of 13 The total number of machines in Sanan will exceed 160.
The company's LED Phase I project has a total investment of 836 million yuan. It will build 20 LED epitaxial wafer production lines and supporting chip production lines for MOCVD equipment. After the project is completed and put into production, it will form an annual output of 960,000 high-brightness blue-green LED epitaxial wafers and chips. Production capacity.
At the same time, she said that the company's LED project has a total of five main buildings, including power plant and power station, all of which have been capped. The interior decoration and supporting facilities are currently under construction and are expected to be completed in November this year.
An analyst at Dongguan Securities said: "The traditional business is not very profitable. The company really needs to transform. LED is a new project of the company."
"The company is now cutting into the upstream of the LED industry. Without market influence, it should be very difficult at first, but if the Guangdong government gives support, it is not impossible to make a profit," he added.
It is understood that the same LED upstream chip leader, Sanan Optoelectronics (600703.SZ) as of the end of 2012, the company has 144 sets of MOCVD main equipment for the production of LED products, in 2013, Xiamen will purchase 20 new equipment, is expected to end at the end of 13 The total number of machines in Sanan will exceed 160.
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