Zhaochi plans to purchase 100 MOCVD equipment, plus LED chip layout

On February 1, Zhaochi announced that the company agreed to the holding subsidiary Jiangxi Zhaochi Semiconductor Co., Ltd. and Nanchang Zhongwei Semiconductor Equipment Co., Ltd. to sign the procurement framework contract and other documents to purchase 100 AMEC Prismo A7 metal organic vapor deposition. equipment.

Zhaochi said that the successful implementation of this contract can guarantee the technological advancement of the company's LED epitaxial wafers and key equipment of the chip project and the equipment will be put into production as scheduled, which can ensure the progress of the project construction and have a positive impact on the project to achieve the expected production capacity. . It is beneficial to the company to realize the development of the whole industry chain of “chip + package + lighting application” in the LED field, to meet the rapid growth of the market, and to expand the LED business sector to enhance its competitiveness and strengthen its position in the industry. As the equipment is put into production, the production capacity will be gradually released, and it is expected to have a positive effect on the company's business operations in the coming years.

In fact, the LED chip industry in the market of Zhaochi has long been a "secret" in the industry. With the expansion of the LED packaging and lighting application business, the use of LED chips by Zhaochi has increased significantly. The chip has become an important factor restricting the further development of the company's packaging and application lighting business. In addition, the industry concentration has been continuously improved, and the industry has gradually emerged. The trend of vertical integration of chains. Under this situation, Zhaochi shares are moving up the trend and realizing vertical integration of the industrial chain.

On September 6, 2017, Zhaochi announced that in order to improve the efficiency and efficiency of the use of raised funds, it is proposed to reduce the “building a content cloud platform including video, games, medical, education, e-commerce, etc.” to raise funds100. 10 million yuan, and invested in the new project "LED epitaxial chip production project."

It is understood that the LED epitaxial chip production project is expected to have a total investment of 464.982 million yuan, of which fixed assets-equipment purchase costs are 432.07 million yuan. The calculation period of the project is 12 years, of which the construction period is 1 year (excluding the subsequent expansion period), the operation period is 11 years, and the first year of the operation period (ie September 30, 2018) is expected to reach production.

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According to Gaogong LED, as the main body of LED epitaxial chip project, Jiangxi Zhaochi Semiconductor Co., Ltd. has a total land area of ​​about 160,000 square meters and a total construction area of ​​about 280,000 square meters. The production plant is scheduled to be capped in the first quarter of 2018, and the supporting dormitory is expected to be completed by the end of the year. The production equipment is scheduled to be delivered in batches in the second quarter of 2018.

The company is expected to officially start operations in the fourth quarter of 2018 and plans to achieve the expected capacity in the first half of 2019. According to Gaogong LED, after the LED epitaxial chip project reached the expected production capacity, its product structure planning and packaging capacity ratio are similar. It is expected to produce about 400,000 pieces of 4-inch film per month. Zhaochi Co., Ltd. stated that it mainly supplied packaging projects for self-built in the early stage, supplemented by external sales.

As a listed company involved in the midstream packaging and downstream applications, Zhaochi has strong financial strength, total assets of over RMB 12 billion and annual operating income of over RMB 7 billion. At the same time, the government has given various preferential policies and implemented projects through industrial funds. Capital increase, which also provides strong financial support for its LED epitaxial chip project.

At the same time, the project implementation entity Jiangxi Zhaochi Semiconductor Co., Ltd. covers an area of ​​more than 160,000 square meters, with the largest extension of a single main plant and chip production capacity, while intensive management, can greatly improve production efficiency; in addition to purchasing advanced AMEC Prismo A7 metal organic vapor deposition equipment has the advantages of cost, efficiency and stability in equipment, and integrates with MES system for automated production, which can save labor costs and improve yield.

In addition, through the introduction of a world-class technical team, including Taiwan, South Korea, the United States and other elites, to lay a solid foundation for the company's high-end technical strength. Together with the comprehensive product portfolio of Zhaochi, coupled with the vertical integration of the industry chain, it can rapidly expand the application field of LED products.


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