MOCVD full production start Tongfang shares doubled in the first half of the year

[High-tech LED reporter Zhao Hui] " So far, we have a total of 61 MOCVD production, has been running at full capacity, 24 hours of work." Wang Lianghai, vice president of Tongfang, told the "High-tech LED" reporter, Tongfang shares passed The LED chip industry has been working hard for two years, and now it has reached the level of overseas chip giants from the technical indicators.

On August 27th, the “ G20-LED Summit Member Enterprise ” Tongfang shares released the 2013 semi-annual report. During the reporting period, the company achieved operating income of 9.451 billion yuan, which was basically the same as that of the same period of the previous year. The net profit attributable to owners of the parent company was 428 million yuan, an increase of 175.76% compared with the same period of the previous year. Among them, the semiconductor and lighting industry revenue reached 394 million yuan.

The report shows that in the field of semiconductor and lighting, Tongfang shares are gradually formed with semiconductor chips, general lighting, lighting engineering and display backlight business as the core.

In the chip business field, the fifth-generation epitaxial structure that Tongfang has begun to adopt has increased brightness by 27%.

Wang Lianghai said that after more than two years of hard work, the cost of Tongfang’s chip has been reduced by 50%. Now it is only a further pull of lack of market demand. Nowadays, several large-scale packaging factories in China can replace the Taiwanese chips with Tongfang's chips. From the same side, the chip business is expected to have a small profit in the third quarter. I hope that the price will be loose, but also depends on whether we can continue to reduce costs and improve the cost performance of our products.

In the field of lighting engineering, as one of the implementation units of Beijing Metro LED energy-saving renovation project, during the reporting period, Tongfang shares won the bid for the LED lighting renovation project of Beijing Metro Line 1, and carried out LED lighting source transformation for 8 stations.

"At present, Tongfang LED lighting is still a little more than engineering projects and commercial lighting." Liu Tong, general manager of the lighting division of Tongfang's semiconductor and lighting industry, said that Tongfang currently accounts for 10% of sales through distribution channels and e-commerce channels. %, the rest are mainly based on engineering projects.

Liu Wei told reporters that the price of indoor LED lighting products has dropped by 15%-20% in the first half of the year. With the gradual maturity of LED technology, the cost and price of lighting products have decreased, which has led to an increase in lighting demand, especially in commercial lighting. The field can best reflect the advantages of LED lighting energy saving and saving money. Therefore, commercial lighting has higher acceptance of LED than home lighting, and the prospect of commercial lighting market can be expected.

“Tongfang shares are also beginning to lay channels, but they are more cautious.” Liu Wei believes that the current LED lighting channels are still immature, and the specific conditions of each enterprise (technology, product positioning, price, channel resources, etc.) are different. In terms of aspect, you should choose the channel mode that suits you best.

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