[Source: "High-tech LED - Research and Review" July issue 甄舜 finishing]
"At present, we have been relatively stable in the gear transmission industry. Considering the future development of the company, how can we find new growth points so that we can get more development opportunities on a solid foundation, and LED is exactly A good entry point.†Hu Xiaoming, chairman of Nanjing Gaojing Transmission Equipment Manufacturing Group Co., Ltd. (hereinafter referred to as “China Transmissionâ€), believes that LED is an emerging industry and a green environmental protection industry, so it is optimistic about its future opportunities. .
China Transmission, which started with gear transmission, has been used in wind power, transportation, aerospace, metallurgy, petrochemical, construction, mining and other fields. The company ranks among the top 100 core competitiveness of China's machinery industry, and is also recognized as a leading company by the Chinese gear industry.
On June 26, 2012, the second phase of high-brightness LED production project of Nanjing Jingjing Optoelectronics Technology Co., Ltd., which was built by China Transmission Investment of RMB 3 billion, was started. It is planned to build a production base with 4 or 6 inches of sapphire substrate. In addition, the company also plans to acquire the optoelectronic equipment project of Nanjing Jingsheng Energy Equipment Co., Ltd., and further extend to the sapphire upstream crystal growth furnace industry. At the same time, the company will also build LED epitaxial chip headquarters and R & D center to test and improve the quality and production process of mass-produced substrate flat sheets and PSS sheets with small batch LED epitaxial chip production.
"We hope to establish the whole company in the direction of market diversification and balanced development." Hu Yuming said frankly that the LED industry is still in a state of chaos, including enterprises and scientific research units, upstream and downstream suppliers, distributors, There is no good balance and coordination between consumers.
However, just like the wind power generation of the year, just started to squeeze more than 100, and only one or twenty left in the end. In Hu Yuming's view, the LED industry will continue this development cycle. By the time the industry matures, there will also be leading enterprises, and a large number of enterprises will be eliminated. "Only the enterprises that have closed down, the industries that have not closed down. The quality is good, the scale is good, the system management is good, and there are still many new development opportunities."
Hu Yuming: At present, our large-scale sapphire crystal growth process is to provide technical support for the mass production of large-size substrates such as 4 inches and 6 inches.
At this stage, we mainly consider investing in 4-inch substrates, because in the foreign countries and Taiwan, the 4-inch market demand is relatively large. At present, the market demand for 6 inches is not big, we will do too much. The 2-inch market competition is already very intense, and there is almost no profit at all.
We must do high-end, like our gear transmission, we must make things the essence, on the one hand, the products are easy to have a market, on the other hand, the image of maintaining China's manufacturing.
Zhang Xiaofei: For the market outlet of sapphire manufacturers, on the one hand, it is to increase the scale of long crystals, and to seize market share by cost advantage; on the other hand, it is to seek high value-added sapphire substrate products, and PSS substrate is one of them. How is China Transmission planned in this regard?
Hu Yuming: We have introduced Russian and domestic professionals in the manufacture of long crystals. The cutting and polishing process is to introduce professional technical teams from Taiwan.
We also have good finished products in PSS. Now there are five or six customers trying our products, but the current amount is not very large. At present, no one has said that the quality of our products is problematic, but considering that the cost has not dropped to the level we expected, the products have not yet been introduced to the market on a large scale.
In terms of overseas markets, nearly 95% of our products are exported to large-scale products, and we have already reached preliminary cooperation intentions with many customers in Taiwan, Korea and other countries.
Looking at it now, the demand for 4-inch substrates in the domestic market is still small. On the one hand, because the extension manufacturers are under pressure from cost, on the other hand, everyone has not yet realized the benefits of 4 inches. I believe that the domestic market needs a step-by-step process for large-size substrates at this stage.
Zhang Xiaofei: From the Yangzhou government announced the cessation of the implementation of the MOCVD subsidy policy. Until now, some local governments have cancelled the MOCVD subsidies, and some are gradually being phased out. The upstream products of LEDs are in short supply and oversupply. Many companies that have entered the industry blindly are unpredictable. Some have even stopped working without even starting work. How do you view this phenomenon?
Hu Yuming: China Transmission also started to prepare LED projects in 2010, but did not follow the trend of other companies to introduce MOCVD. At present, our company has only 2 MOCVD equipment.
As far as I know, the number of domestic MOCVD is very large, but most of them have not met certain technical requirements and the operating rate is insufficient.
MOCVD equipment has certain special characteristics. Once it starts production, it cannot stop. The maintenance cost of stopping and restarting is very high.
"At present, we have been relatively stable in the gear transmission industry. Considering the future development of the company, how can we find new growth points so that we can get more development opportunities on a solid foundation, and LED is exactly A good entry point.†Hu Xiaoming, chairman of Nanjing Gaojing Transmission Equipment Manufacturing Group Co., Ltd. (hereinafter referred to as “China Transmissionâ€), believes that LED is an emerging industry and a green environmental protection industry, so it is optimistic about its future opportunities. .
China Transmission, which started with gear transmission, has been used in wind power, transportation, aerospace, metallurgy, petrochemical, construction, mining and other fields. The company ranks among the top 100 core competitiveness of China's machinery industry, and is also recognized as a leading company by the Chinese gear industry.
On June 26, 2012, the second phase of high-brightness LED production project of Nanjing Jingjing Optoelectronics Technology Co., Ltd., which was built by China Transmission Investment of RMB 3 billion, was started. It is planned to build a production base with 4 or 6 inches of sapphire substrate. In addition, the company also plans to acquire the optoelectronic equipment project of Nanjing Jingsheng Energy Equipment Co., Ltd., and further extend to the sapphire upstream crystal growth furnace industry. At the same time, the company will also build LED epitaxial chip headquarters and R & D center to test and improve the quality and production process of mass-produced substrate flat sheets and PSS sheets with small batch LED epitaxial chip production.
"We hope to establish the whole company in the direction of market diversification and balanced development." Hu Yuming said frankly that the LED industry is still in a state of chaos, including enterprises and scientific research units, upstream and downstream suppliers, distributors, There is no good balance and coordination between consumers.
However, just like the wind power generation of the year, just started to squeeze more than 100, and only one or twenty left in the end. In Hu Yuming's view, the LED industry will continue this development cycle. By the time the industry matures, there will also be leading enterprises, and a large number of enterprises will be eliminated. "Only the enterprises that have closed down, the industries that have not closed down. The quality is good, the scale is good, the system management is good, and there are still many new development opportunities."
In Hu Yuming's view, the LED industry will continue this development cycle. When the industry matures, there will be leading enterprises, and a large number of enterprises will be eliminated.
Zhang Xiaofei: According to the data analysis and inference of Gaogong LED Industry Research Institute, by 2013, the domestic upstream substrate field will be replaced by a large area to 4 inches.
Hu Yuming: At present, our large-scale sapphire crystal growth process is to provide technical support for the mass production of large-size substrates such as 4 inches and 6 inches.
At this stage, we mainly consider investing in 4-inch substrates, because in the foreign countries and Taiwan, the 4-inch market demand is relatively large. At present, the market demand for 6 inches is not big, we will do too much. The 2-inch market competition is already very intense, and there is almost no profit at all.
We must do high-end, like our gear transmission, we must make things the essence, on the one hand, the products are easy to have a market, on the other hand, the image of maintaining China's manufacturing.
Zhang Xiaofei: For the market outlet of sapphire manufacturers, on the one hand, it is to increase the scale of long crystals, and to seize market share by cost advantage; on the other hand, it is to seek high value-added sapphire substrate products, and PSS substrate is one of them. How is China Transmission planned in this regard?
Hu Yuming: We have introduced Russian and domestic professionals in the manufacture of long crystals. The cutting and polishing process is to introduce professional technical teams from Taiwan.
We also have good finished products in PSS. Now there are five or six customers trying our products, but the current amount is not very large. At present, no one has said that the quality of our products is problematic, but considering that the cost has not dropped to the level we expected, the products have not yet been introduced to the market on a large scale.
In terms of overseas markets, nearly 95% of our products are exported to large-scale products, and we have already reached preliminary cooperation intentions with many customers in Taiwan, Korea and other countries.
Looking at it now, the demand for 4-inch substrates in the domestic market is still small. On the one hand, because the extension manufacturers are under pressure from cost, on the other hand, everyone has not yet realized the benefits of 4 inches. I believe that the domestic market needs a step-by-step process for large-size substrates at this stage.
Zhang Xiaofei: From the Yangzhou government announced the cessation of the implementation of the MOCVD subsidy policy. Until now, some local governments have cancelled the MOCVD subsidies, and some are gradually being phased out. The upstream products of LEDs are in short supply and oversupply. Many companies that have entered the industry blindly are unpredictable. Some have even stopped working without even starting work. How do you view this phenomenon?
Hu Yuming: China Transmission also started to prepare LED projects in 2010, but did not follow the trend of other companies to introduce MOCVD. At present, our company has only 2 MOCVD equipment.
As far as I know, the number of domestic MOCVD is very large, but most of them have not met certain technical requirements and the operating rate is insufficient.
MOCVD equipment has certain special characteristics. Once it starts production, it cannot stop. The maintenance cost of stopping and restarting is very high.
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