Do not forget the beginning of the "core", create the future, dry photo, optoelectronics, stick to the main business of the chip, unwavering

Do not forget the original core, create the future. On December 16, 2017, the "Semiconductor Development Strategy Seminar" jointly sponsored by Xiamen University's Semiconductor Photoelectric Materials and High-efficiency Conversion Device Collaborative Innovation Center and Xiamen Ganzhao Optoelectronics Co., Ltd. came to a successful conclusion! Over 200 participants from the site conducted in-depth discussions and exchanges on the theme of “not forgetting the original core and creating the future”.

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The staff attending the forum mainly included Prof. Zhang Rong and Prof. Kang Junyong from Xiamen University; Zhao Yuhai, former director of the Ministry of Science and Technology, and Cao Guoying, deputy director of the Ministry of Science and Technology; Wang Qiming, Academician Wang Lijun, Academician Liu Ming, Academician Yan Junhao, Yang Deren Academician Wu Ling, Secretary General of the National Semiconductor Lighting Engineering R&D and Industry Alliance, Qin Yuwen, Deputy Director of the Information Science Department of the National Natural Science Foundation of China; and research institutes from the Ministry of Science and Technology, Chinese Academy of Sciences, Tsinghua University, Peking University, Nanjing University, Changchun Institute of Optics and Mechanics Experts. In addition, there are also partners, customers and suppliers of Ganzhao Optoelectronics in the upstream and downstream of the semiconductor industry chain; relevant media and securities media in the semiconductor industry; leaders of the Xiamen Municipal Government, leaders of the Nanchang Municipal Government, and leaders of the Yangzhou Municipal Government also attended this time. seminar.

Jin Zhangyu, chairman of Ganzhao Optoelectronics, said: "This event is a great event for China's semiconductor industry across the fields of production, learning, research, finance, and politics. It is our pleasure to host this event!"

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Jin Zhangyu, Chairman of Ganzhao Optoelectronics

Expansion + expansion of high-end products, strive to be the world leader

Ganzhao Optoelectronics was founded in 2006. After four years of rapid development, it successfully landed on the GEM in 2010, setting a record for the fastest listing of A shares. Its main business is blue-green LED chip (Xiamen base, Nanchang base), red and yellow LED chip (Yangzhou base), GaAs solar cell (Yangzhou base).

Up to now, Ganzhao Optoelectronics has become one of the largest manufacturers of red and yellow LED epitaxial chips in China. Its packaged products can be applied to display screens, infrared security, electronic equipment indicators, traffic lights, night scene engineering, and vehicle Lighting and many other fields. At the same time, the red-yellow LED has been the main business that has been adhered to since its establishment. It has a leading position in the industry for its comprehensive performance advantages such as uniformity, consistency, reliability and luminous efficiency.

Up to now, Ganzhao Optoelectronics has more than 20 MOCVD equipments for producing red and yellow LEDs, and the annual production capacity of epitaxial wafers has reached 170,000. Jin Zhangyu proposed, "Our development strategy in Honghuangguang is to expand production and expand high-end products, and strive to be the world leader."

In April 2017, Ganzhao Optoelectronics announced that it would invest in Nanchang Kaixun Optoelectronics Co., Ltd. to expand the market share of Honghuangguang. In May 2017, Ganzhao Optoelectronics announced that it has invested 730 million in the investment of 730 million new red and yellow. Light MOCVD equipment. It is expected that capacity will be released in early 2018, and the capacity of red and yellow light will be significantly improved.

Of course, while the production capacity is improving, Ganzhao Optoelectronics will also fully introduce talents and enhance product competitiveness, thereby promoting the rapid loading of flip-chip, high-brightness and infrared products, and effectively expanding the market in the field of infrared sensing.

Jin Zhangyu revealed at the meeting, "At present, our red and yellow high-end flip-chip and infrared products have been mass-produced and supplied to the outside world, which has consolidated the leading position of Ganzhao Optoelectronics in the domestic red and yellow light."

In terms of blue-green light, Ganzhao Optoelectronics implemented a layout strategy of “full-scale expansion and scale follow-up”. In July 2017, Ganzhao Optoelectronics announced that it has started the expansion plan of the Nanchang base of the blue-green light chip. The cumulative investment in the two phases is 5 billion yuan. After the expansion, the monthly production capacity will increase by 1.2 million to 1.6 million, ensuring that the dry photo-electricity is in the blue. The green chip field has a competitive industry position.

Focus on the future and expand the laser industry

In addition to the layout of red and yellow light, blue and green light, dry photo photoelectric will also focus on the future display (MiniLED & MicroLED).

MicroLED achieves rapid commercial use, and the biggest bottleneck and opportunity comes from the red and yellow LED chip industry chain. Next, Ganzhao Optoelectronics will invest in strategic development resources and cooperate fully with the industry chain. It is expected to promote the rapid commercialization of MicroLED and seize market opportunities.

Undoubtedly, once the application of MiniLED and MicroLED is opened in the future, the existing discussion on overcapacity is a false proposition.

In the laser industry, Ganzhao Optoelectronics uses a gallium arsenide material platform to lay out laser sensing and communication chips. As we all know, the upstream link of the laser industry is the commanding height of the industry, and it has great industrial synergy with the company's existing LED business. The semiconductor laser epitaxy and chip are technically compatible with the LED epitaxial growth chip process, in terms of production line equipment and power. With a high degree of coincidence, it is the priority of the dry lighting photoelectric layout.

Seeking industrial breakthroughs in technological routes with the help of capital perspective

Nowadays, semiconductor lighting industry chain enterprises must face the competition trend of vertical integration of industrial chain. As an important supplier of LED chips, Ganzhao Optoelectronics hopes to fully embrace the upstream and downstream, achieve cooperation and win-win, and hopes to be deeply bound by upstream and downstream through capital ties.

Facts have proved that since the establishment of Jun Capital in the past year, the speed of expansion and upgrading of the company has continued to exceed expectations. Jin Zhangyu also proposed, “With the management consulting business of Hejun Capital, the dry lighting photoelectric management system has been fully upgraded in the past year, and it is hoped to become an industrial innovation incubation platform and investment platform in the semiconductor industry in the future.”

Yi Yangchun, a director of Ganzhao Optoelectronics and a senior partner of Hejun Capital, believes that the most direct gains from IPOs are capital and wealth, and of course, credibility, standardization and sunshine, and operational platforms.

"We attach great importance to the customer reputation and reputation of the company in the LED industry chain, we must be aggressive, be bigger and stronger in the LED chip industry, and strive to become the most important supplier and innovator in the world LED chip industry. At the same time, we will Along the semiconductor industry industry chain, with the perspective of capital, seek industrial breakthroughs in other application scenarios and technology routes.” Jin Zhangyu said at the end of the conference.


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