[Text / high-tech LED Yue Mengdi] After buying a 62.5% stake in Yaweilang, Guoxing Optoelectronics (002449.SZ) shot again, this time not buying a company, but buying equipment. The announcement on October 19 showed that the company purchased a number of wire bonders and high-speed die placement machines from the first domain microelectronics and ASM.
The practice of Guoxing Optoelectronics on the middle and middle reaches is self-evident. "We take synergies between the upper, middle and lower reaches, and the technicians in the middle and lower reaches of the industry chain often discuss together to achieve integrated resource linkage and integration." Dr. Li Cheng, deputy general manager of Guoxing Optoelectronics, also confirmed this view.
R&D resources + cost control
As one of the few full-industry chain layouts in the LED industry, Guoxing Optoelectronics relies on the strong capital strength of the company and the company's own research and development strength to form a complete chain of “resources-technology-manufacturing-marketâ€. Including the development of new technical directions, conventional product and process improvement, and the development of solutions for the special needs of customers, the company's research and development personnel in the middle and lower reaches are collaborative operations, and a collaborative innovation has been formed. The normal state.
"(This kind of discussion and communication method) effectively solves many practical problems. At the same time, the software and hardware resources and human resources of the industry chain can realize open and full coordination and sharing, efficient and save system cost." Dr. Li Cheng disclose.
The market situation in 2015 is not as expected in the industry at the beginning of the year. Product prices and gross profit are falling at an unexpected rate. Many companies focus on how to reduce product costs and seek greater factors due to factors such as lower gross profit and tight capital turnover. The profit, ignoring technological innovation.
It is not wrong to reduce costs, but to see how to reduce costs. It is not advisable for some companies to use unreliable raw materials to kill chickens and take eggs regardless of product quality. It is the long-term way to reduce costs by insisting on technological innovation and expanding production. It is understood that Guoxing Optoelectronics invests scientific research at no less than 4% of sales per year, and at the same time, with the expansion of production scale, it also shares the manufacturing cost while improving competitiveness.
Capital strength + market recognition
Since 2015, the capital market has become more active, and LED packaging companies have extended their olive branches to the appropriate target companies according to their own development plans. Unlike some listed companies' frequent actions in the capital market, Guoxing Optoelectronics does not do much in this regard. Some people speculate that the company behind it is too strong, but this is not the case. Dr. Wang Sen, Director and General Manager of Guoxing Optoelectronics, said: “For M&A, Guoxing Optoelectronics has always maintained an open attitude and hopes to cooperate with outstanding enterprises in the industry to seek better development opportunities. The right object."
And Yaweilang became one of the few "lucky". Yaweilang is mainly engaged in R&D and manufacturing of LED epitaxial wafers and chips, semiconductor lighting equipment and photoelectric modules; LED display system engineering, urban lighting lighting engineering construction, lighting equipment design, etc., which are unique in high-power ultraviolet chips and other fields. Technology and market segment advantages.
It is undeniable that the addition of Yaweilang will help Guoxing Optoelectronics adjust and optimize its product structure, which will have a certain improvement effect on the competitiveness of the latter upstream chips.
Achieving the performance of the main industry LED package is still not the scenery, in this year's LED lighting market overall less prosperous environment, the rising star of the National Star Optoelectronics lighting application business is also steady. The brand influence of Guoxing Optoelectronics extends from LED packaging to downstream applications.
“National lighting business is mainly based on commercial lighting, supplemented by circulating lighting products.†Xu Zhenfeng, general manager of the lighting business department, said that this year’s growth in core products such as downlights, ceiling lights and T5 bracket lights is particularly obvious. Good development trend. The advantages of products, the growing number of customer groups, and the efforts of professional teams are the direct reasons for this situation.
The layout of Guoxing Optoelectronics' complete industrial chain is becoming clearer. The strength of capital, the support of technology, the optimization of manufacturing costs, and the recognition of the market all make the puzzles of the upper, middle and lower reaches more and more seamless. The synergy effect will be A stronger competitive advantage is presented.
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