(Text / special correspondent Xiao Yuan)
On December 20th, the IPO application of Hangzhou Yuanfang Optoelectronics Co., Ltd., an LED and lighting photoelectric testing equipment company, was successfully applied.
At the same time, Chau Ming Technology (300232.SZ) and Qinshang Optoelectronics (002638.SZ) also announced that Zhouming Technology and Qinshang Optoelectronics will jointly increase the capital of Guangdong Zhongke Hongwei Semiconductor Equipment Co., Ltd. (hereinafter referred to as “Zhongke Hong†Micro"), the development of MOCVD localization projects.
In today's LED overcapacity, providing gold rushers for gold diggers has also become the best way out for domestic LED listed companies. After all, in the national “12th Five-Year†science and technology plan, the localization of MOCVD equipment has been clearly listed as a development focus.
Based on this, Zhou Ming Technology stated in the announcement that the capital increase of Zhongke Hongwei is in line with the company's long-term planning and overall development strategy. The successful implementation of the project is conducive to extending the company's industrial chain, expanding the company's business areas, improving the company's market layout, and enhancing the company's core competitiveness.
Perhaps due to the high technical requirements of MOCVD equipment and the difficulty of market expansion, Chau Ming Technology has set the payback period of this investment to 6 years.
MOCVD localization road
According to the announcement, Zhongke Hongwei's MOCVD technology originated from the Institute of Semiconductors of the Chinese Academy of Sciences. As early as the "Ninth Five-Year Plan" period, the Institute of Semiconductors of the Chinese Academy of Sciences began the development of MOCVD equipment, from the initial monolithic MOCVD equipment to multiple MOCVD. Equipment, MOCVD equipment has been developed for more than ten years, and applied for a number of national invention patents.
Interestingly, Zhongke Hongwei's basic idea of ​​developing MOCVD in the future is to use the advanced technology of foreign MOCVD through the use and maintenance of foreign equipment such as AIXTRON in Germany and VEECO in the United States, and accumulate rich experience in epitaxial growth and find out foreign countries. The equipment is used for deficiencies in epitaxial growth to find a solution. On this basis, we will deeply understand the core technology, innovate the design and manufacture of key components of MOCVD, achieve the leap-forward development of MOCVD technology, and realize the industrialized manufacturing and production application of domestic MOCVD equipment.
It is reported that in addition to the Institute of Semiconductors of the Chinese Academy of Sciences, only a small number of companies such as Qingdao Jiesheng, Guangdong Zhaoxin and Beijing Esprit Semiconductor have been developing large-scale MOCVD equipment. As early as one or two years ago, Guangdong Zhaoxin said that MOCVD prototype trials and project industrialization are underway, and it is expected to break the monopoly of foreign technology, but no news has been released yet.
It can be seen that the professional difficulty in the development of MOCVD equipment is also based on this, and the investors of the capital increase of Zhongke Hongwei project are relatively low-key. The announcement shows that the technical research results of the Chinese Academy of Sciences semiconductor research price of 30 million yuan increased capital Zhongke Hongwei, holding 22.95%; Qinshang Optoelectronics invested 20 million yuan, the shareholding ratio of 15.3%, Chau Ming Technology invested 9.9 million yuan, holding 7.574% Guangdong Guosheng Investment Co., Ltd. invested 50 million yuan and held 38.252% of the shares.
According to the scheduled plan, Zhongke Hongwei plans to use three years of equipment development, test commissioning and industrialization verification to form an annual capacity of 100 MOCVD equipment with an output value of more than 1 billion yuan. The long-term goal is to produce 500 MOCVD equipment per year with an output value of more than 5 billion yuan.
In fact, before this, Tianlong Optoelectronics (300029.SZ) also announced that it would establish a joint venture company in Changzhou with Huasheng Optoelectronics to engage in R&D and production of MOCVD equipment. Among them, Tianlong Optoelectronics invested 53.33 million yuan, accounting for 56% of the shares. In September, Tianlong Optoelectronics once again stated that the company's MOCVD equipment project is progressing smoothly. It is expected that the first prototype will be available offline in early 2012, in line with expectations.
According to the Tianlong Optoelectronics Plan, it is planned to cut into the market at the end of 2012 and sell 1-2 MOCVD equipment to verify the performance of the products and establish the brand of the products. In 2013, if only 3% of the domestic market, that is, 8 MOCVD equipment sales, the industry scale will reach 100 million yuan; by 2014, 8.5% of the market, sales will exceed 450 million yuan; by 2015, If the market share increases to 15%, the industry scale exceeds 900 million yuan.
However, Zhang Wansheng, a professor at the 13th Research Institute of China Electronics Technology Group, said that there are currently no enterprises that produce MOCVD equipment in China, and several units are under development. Some claim that MOCVD equipment has been developed, but they have not seen it. The trial effect has not been approved by any epitaxial wafer manufacturer. Therefore, there is a big gap between China and foreign countries in this respect. In a long period of time, the localization rate and online utilization rate of MOCVD equipment will remain zero, which is not optimistic.
On December 20th, the IPO application of Hangzhou Yuanfang Optoelectronics Co., Ltd., an LED and lighting photoelectric testing equipment company, was successfully applied.
At the same time, Chau Ming Technology (300232.SZ) and Qinshang Optoelectronics (002638.SZ) also announced that Zhouming Technology and Qinshang Optoelectronics will jointly increase the capital of Guangdong Zhongke Hongwei Semiconductor Equipment Co., Ltd. (hereinafter referred to as “Zhongke Hong†Micro"), the development of MOCVD localization projects.
In today's LED overcapacity, providing gold rushers for gold diggers has also become the best way out for domestic LED listed companies. After all, in the national “12th Five-Year†science and technology plan, the localization of MOCVD equipment has been clearly listed as a development focus.
Based on this, Zhou Ming Technology stated in the announcement that the capital increase of Zhongke Hongwei is in line with the company's long-term planning and overall development strategy. The successful implementation of the project is conducive to extending the company's industrial chain, expanding the company's business areas, improving the company's market layout, and enhancing the company's core competitiveness.
Perhaps due to the high technical requirements of MOCVD equipment and the difficulty of market expansion, Chau Ming Technology has set the payback period of this investment to 6 years.
MOCVD localization road
According to the announcement, Zhongke Hongwei's MOCVD technology originated from the Institute of Semiconductors of the Chinese Academy of Sciences. As early as the "Ninth Five-Year Plan" period, the Institute of Semiconductors of the Chinese Academy of Sciences began the development of MOCVD equipment, from the initial monolithic MOCVD equipment to multiple MOCVD. Equipment, MOCVD equipment has been developed for more than ten years, and applied for a number of national invention patents.
Interestingly, Zhongke Hongwei's basic idea of ​​developing MOCVD in the future is to use the advanced technology of foreign MOCVD through the use and maintenance of foreign equipment such as AIXTRON in Germany and VEECO in the United States, and accumulate rich experience in epitaxial growth and find out foreign countries. The equipment is used for deficiencies in epitaxial growth to find a solution. On this basis, we will deeply understand the core technology, innovate the design and manufacture of key components of MOCVD, achieve the leap-forward development of MOCVD technology, and realize the industrialized manufacturing and production application of domestic MOCVD equipment.
It is reported that in addition to the Institute of Semiconductors of the Chinese Academy of Sciences, only a small number of companies such as Qingdao Jiesheng, Guangdong Zhaoxin and Beijing Esprit Semiconductor have been developing large-scale MOCVD equipment. As early as one or two years ago, Guangdong Zhaoxin said that MOCVD prototype trials and project industrialization are underway, and it is expected to break the monopoly of foreign technology, but no news has been released yet.
It can be seen that the professional difficulty in the development of MOCVD equipment is also based on this, and the investors of the capital increase of Zhongke Hongwei project are relatively low-key. The announcement shows that the technical research results of the Chinese Academy of Sciences semiconductor research price of 30 million yuan increased capital Zhongke Hongwei, holding 22.95%; Qinshang Optoelectronics invested 20 million yuan, the shareholding ratio of 15.3%, Chau Ming Technology invested 9.9 million yuan, holding 7.574% Guangdong Guosheng Investment Co., Ltd. invested 50 million yuan and held 38.252% of the shares.
According to the scheduled plan, Zhongke Hongwei plans to use three years of equipment development, test commissioning and industrialization verification to form an annual capacity of 100 MOCVD equipment with an output value of more than 1 billion yuan. The long-term goal is to produce 500 MOCVD equipment per year with an output value of more than 5 billion yuan.
In fact, before this, Tianlong Optoelectronics (300029.SZ) also announced that it would establish a joint venture company in Changzhou with Huasheng Optoelectronics to engage in R&D and production of MOCVD equipment. Among them, Tianlong Optoelectronics invested 53.33 million yuan, accounting for 56% of the shares. In September, Tianlong Optoelectronics once again stated that the company's MOCVD equipment project is progressing smoothly. It is expected that the first prototype will be available offline in early 2012, in line with expectations.
According to the Tianlong Optoelectronics Plan, it is planned to cut into the market at the end of 2012 and sell 1-2 MOCVD equipment to verify the performance of the products and establish the brand of the products. In 2013, if only 3% of the domestic market, that is, 8 MOCVD equipment sales, the industry scale will reach 100 million yuan; by 2014, 8.5% of the market, sales will exceed 450 million yuan; by 2015, If the market share increases to 15%, the industry scale exceeds 900 million yuan.
However, Zhang Wansheng, a professor at the 13th Research Institute of China Electronics Technology Group, said that there are currently no enterprises that produce MOCVD equipment in China, and several units are under development. Some claim that MOCVD equipment has been developed, but they have not seen it. The trial effect has not been approved by any epitaxial wafer manufacturer. Therefore, there is a big gap between China and foreign countries in this respect. In a long period of time, the localization rate and online utilization rate of MOCVD equipment will remain zero, which is not optimistic.
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