[Source: Gaogong LED 's " LED Research Review" 2013 No. 12 (Total 48 ) Chen Hong, Deputy General Manager of Zhejiang Yifeng New Energy Technology Co., Ltd. ]
In the past five years, the fluctuations of the entire LED industry have indeed been large, including industrial turmoil and the ups and downs of upstream sapphire prices. However, since the establishment of Fufeng New Energy at the end of 2009, the company has been relying on independent research and development, innovation and industrial practice to develop steadily from the previous 35 kilograms to the current 80 kilograms and 100 kilograms.
In the past five years, with the evolution of upstream chips, the outside world has been questioning the overcapacity of sapphire, but the overcapacity of sapphire has always been a false proposition, and no one can add any new capacity with continuous supply capacity. At the national level, overcapacity seems to be serious, but by actually visiting domestic and foreign manufacturers, there is not much new capacity released in the domestic market. The production cost is higher than the market sales price, which causes the subsequent operation of the Changjing project to be weak; and the effective profitability of the real profit is quite scarce.
From 2013 to now, the domestic sapphire crystal rod prices continue to rise, it has been fully explained that in 2010-2012, more than a dozen crystal growth projects, which have been launched in succession, have not yet fully gone from the pilot to the industrialization stage. While analyzing production capacity, we need to know which production capacity is from domestic long-crystal enterprises and which are from foreign suppliers. For an industry that is clearly focused on development in the 12th Five-Year Plan, we cannot rely on foreign suppliers for the supply of raw materials. It is necessary to increase its own production capacity.
With the development of the global sapphire crystal growth industry, some changes are taking place in the upstream. In 2010, because the price of sapphire crystal rods remained at a high level of 15 US dollars / mm, the competition for upstream equipment competition was crystal quality and kilograms. Since 2011, the price of sapphire crystal rods has fallen to the bottom of 2.3 US dollars / mm, including the large-scale decline in the performance of the former large crystal companies in the international market. Therefore, under the premise of growing good quality crystals in batches, while maintaining the competitive advantages of long crystal operation costs, it has become an urgent problem in the industry. This obvious shift has also placed higher demands on equipment suppliers.
Since the operating cost is closely related to the synergy between raw materials, equipment, energy consumption and support systems, in addition to helping customers to provide more cost-effective and cost-effective equipment, Fufeng New Energy has been fully involved in the long-term customer since 2012. The crystal project will be launched to provide technical consulting services for customers in project site selection, processing equipment, support systems, infrastructure projects, etc., to help project investors reduce the uncertainty of subsequent operational costs.
But on the positive side, the price of sapphire has fallen, and on the other hand, it has brought its vast application space. Since 2012, various non-optical applications of sapphire have gradually opened. From traditional optical windows, high-end watches, to the now hot smartphone camera, HOME button, panel. In terms of demand, the demand for sapphire non-LED applications is several times higher than the application requirements on LEDs.
Opportunity for the new Changjing project. We believe that from the perspective of the supply chain pattern of the LED substrate market, due to the unexpected growth of LED into the home lighting market in 2013, the capacity of domestic and foreign manufacturers is generally over-represented (Note: most of the extension manufacturers are still importing Russia, the United States, China Taiwan) Regional ingots) Therefore, the extension plant is not willing to easily replace suppliers. Therefore, it is still the domestic traditional supply as the main supply channel; but from the new application market, due to the undetermined standards and the gradual outbreak of market demand, In the new application market, there are huge market opportunities for post-entrants. The same is true of the actual situation. Judging from customer feedback from Fufeng New Energy this year, many customers are targeting the optical market for secondary expansion.
Sapphire crystals seem to be easier on the surface. In fact, industrial mass production is not easy. At present, the world is really doing well in the United States and Russia. The sapphire crystal is a close combination of equipment and technology. The customer's craft level is based on the learning and digestion ability of its own process, and is continuously optimized and upgraded. As a professional sapphire crystal growth equipment manufacturer - Fufeng New Energy, we have been working hard to: reduce the technical threshold of customer Changjing, help customers master and improve the basic technology, help them understand the reduction of operations The main direction of cost.
From all the previous manufacturers can grow crystals, can grow crystals during the period, and can also profit, until now the overall performance of the competition equipment and the customer's comprehensive operating costs, the demand for upstream equipment is gradually maturing. Industrial investors have also become rational. For equipment manufacturers, the main equipment problems have always been energy consumption, thermal field life and equipment stability.
Fufeng New Energy has been paying attention to the changes in customer demand. At present, in the experience of high-volume order stability and equipment mass production, Fufeng maintains a certain leading position in the industry.
In the next five years, the market will be more demanding on the ability of Changjing enterprises, because the crystals will not be sold, and the company's ability to rough and finish the products according to the needs of customers. The investment in equipment for roughing and finishing is not less than that of the long crystal. The good processing level can give greater play to the cost advantage of the long crystal link. The unsatisfactory processing level will offset the dependence on equipment and process in the long crystal. The cost advantage gained.
What grows? Where does the choice grow? How to continue to grow? For the new Changjing enterprises, the strength of continuous growth comes from pre-emptive risk prevention, professional equipment supplier support, technical team research and excellent financing capabilities. (Reporter Zhou Jin is based on oral presentation)
In the past five years, the fluctuations of the entire LED industry have indeed been large, including industrial turmoil and the ups and downs of upstream sapphire prices. However, since the establishment of Fufeng New Energy at the end of 2009, the company has been relying on independent research and development, innovation and industrial practice to develop steadily from the previous 35 kilograms to the current 80 kilograms and 100 kilograms.
In the past five years, with the evolution of upstream chips, the outside world has been questioning the overcapacity of sapphire, but the overcapacity of sapphire has always been a false proposition, and no one can add any new capacity with continuous supply capacity. At the national level, overcapacity seems to be serious, but by actually visiting domestic and foreign manufacturers, there is not much new capacity released in the domestic market. The production cost is higher than the market sales price, which causes the subsequent operation of the Changjing project to be weak; and the effective profitability of the real profit is quite scarce.
From 2013 to now, the domestic sapphire crystal rod prices continue to rise, it has been fully explained that in 2010-2012, more than a dozen crystal growth projects, which have been launched in succession, have not yet fully gone from the pilot to the industrialization stage. While analyzing production capacity, we need to know which production capacity is from domestic long-crystal enterprises and which are from foreign suppliers. For an industry that is clearly focused on development in the 12th Five-Year Plan, we cannot rely on foreign suppliers for the supply of raw materials. It is necessary to increase its own production capacity.
With the development of the global sapphire crystal growth industry, some changes are taking place in the upstream. In 2010, because the price of sapphire crystal rods remained at a high level of 15 US dollars / mm, the competition for upstream equipment competition was crystal quality and kilograms. Since 2011, the price of sapphire crystal rods has fallen to the bottom of 2.3 US dollars / mm, including the large-scale decline in the performance of the former large crystal companies in the international market. Therefore, under the premise of growing good quality crystals in batches, while maintaining the competitive advantages of long crystal operation costs, it has become an urgent problem in the industry. This obvious shift has also placed higher demands on equipment suppliers.
Since the operating cost is closely related to the synergy between raw materials, equipment, energy consumption and support systems, in addition to helping customers to provide more cost-effective and cost-effective equipment, Fufeng New Energy has been fully involved in the long-term customer since 2012. The crystal project will be launched to provide technical consulting services for customers in project site selection, processing equipment, support systems, infrastructure projects, etc., to help project investors reduce the uncertainty of subsequent operational costs.
But on the positive side, the price of sapphire has fallen, and on the other hand, it has brought its vast application space. Since 2012, various non-optical applications of sapphire have gradually opened. From traditional optical windows, high-end watches, to the now hot smartphone camera, HOME button, panel. In terms of demand, the demand for sapphire non-LED applications is several times higher than the application requirements on LEDs.
Opportunity for the new Changjing project. We believe that from the perspective of the supply chain pattern of the LED substrate market, due to the unexpected growth of LED into the home lighting market in 2013, the capacity of domestic and foreign manufacturers is generally over-represented (Note: most of the extension manufacturers are still importing Russia, the United States, China Taiwan) Regional ingots) Therefore, the extension plant is not willing to easily replace suppliers. Therefore, it is still the domestic traditional supply as the main supply channel; but from the new application market, due to the undetermined standards and the gradual outbreak of market demand, In the new application market, there are huge market opportunities for post-entrants. The same is true of the actual situation. Judging from customer feedback from Fufeng New Energy this year, many customers are targeting the optical market for secondary expansion.
Sapphire crystals seem to be easier on the surface. In fact, industrial mass production is not easy. At present, the world is really doing well in the United States and Russia. The sapphire crystal is a close combination of equipment and technology. The customer's craft level is based on the learning and digestion ability of its own process, and is continuously optimized and upgraded. As a professional sapphire crystal growth equipment manufacturer - Fufeng New Energy, we have been working hard to: reduce the technical threshold of customer Changjing, help customers master and improve the basic technology, help them understand the reduction of operations The main direction of cost.
From all the previous manufacturers can grow crystals, can grow crystals during the period, and can also profit, until now the overall performance of the competition equipment and the customer's comprehensive operating costs, the demand for upstream equipment is gradually maturing. Industrial investors have also become rational. For equipment manufacturers, the main equipment problems have always been energy consumption, thermal field life and equipment stability.
Fufeng New Energy has been paying attention to the changes in customer demand. At present, in the experience of high-volume order stability and equipment mass production, Fufeng maintains a certain leading position in the industry.
In the next five years, the market will be more demanding on the ability of Changjing enterprises, because the crystals will not be sold, and the company's ability to rough and finish the products according to the needs of customers. The investment in equipment for roughing and finishing is not less than that of the long crystal. The good processing level can give greater play to the cost advantage of the long crystal link. The unsatisfactory processing level will offset the dependence on equipment and process in the long crystal. The cost advantage gained.
What grows? Where does the choice grow? How to continue to grow? For the new Changjing enterprises, the strength of continuous growth comes from pre-emptive risk prevention, professional equipment supplier support, technical team research and excellent financing capabilities. (Reporter Zhou Jin is based on oral presentation)
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