Tsinghua Tongfang LED Yangmou
[Source: "New Industry" July issue reporter / Wu Juping]
Despite the lower-than-expected investment income of LED projects, the LED layout of Tongfang (6001100. SH, hereinafter referred to as “Tsinghua Tongfangâ€) is still accelerating.
In June, Liu Gang, executive deputy general manager of Tsinghua Tongfang Semiconductor and Lighting Division, revealed to the "New Industry" that Tsinghua Tongfang Nantong LED production base currently has 25 MOCVD equipment (LED epitaxial wafer production equipment) mass production, and by the end of June 28 MOCVD will be installed one after another, and all of the MOCVD will be mass-produced at the end of the year. At that time, Tsinghua Tongfang will have an annual production capacity of 2.4 million LED epitaxial wafers.
In the previous month, Tsinghua Tongfang had just increased capital of 142 million yuan to Nantong Tongfang Semiconductor Co., Ltd. After the capital increase was completed, the registered capital of Nantong Tongfang Semiconductor Co., Ltd. increased to 814 million yuan.
“Although the revenue contribution of LED business is still very small, it will become one of the pillar industries of Tsinghua Tongfang in the future.†Tsinghua Tongfang’s deputy general Wang Lianghai said that Tsinghua Tongfang has become the only manufacturer in the industry with LED complete industrial chain, which will fully promote LED industry. Localization of the chain.
Yu Bin, senior analyst of the High-tech LED Industry Research Institute, pointed out that if Tsinghua Tongfang Nantong production base can successfully implement 53 MOCVD productions and 6 MOCVDs in its Beijing production base, the production capacity of Tsinghua Tongfang LED chips will be the second largest by the end of this year. In the domestic LED boss Sanan Optoelectronics.
"How to give full play to the integration advantages of LED industry chain will also become the opportunity and challenge of Tsinghua Tongfang LED strategy. After all, from the current stage, the domestic LED upstream chip market is still in a state of oversupply." Yu Bin said.
Accelerated layout
"At present, six MOCVDs in the Beijing base have been fully mass-produced and run 24 hours a day. If the 53-year-old MOCVD Nantong Phase I project is fully operational, the annual production capacity of Tsinghua Tongfang LED chips will reach 3.6 billion."
Liu Gang said that while Tsinghua Tongfang is accelerating the layout of LED chip production, it has also increased the technical preparations for the technical development and industrialization of LED chips. At present, Tsinghua Tongfang has mastered nearly 100 key technologies and domestic patents for vertical structure substrate stripping, conductive and thermally conductive new substrate bonding, chip separation and surface roughening in the LED industry.
In addition, Tsinghua Tongfang has also established a company in Singapore to take advantage of international standards to overcome the technology of high-power LED chips.
"If it can achieve mass production in China, Tsinghua Tongfang will become the first manufacturer in China to produce blue-light high-power LED chips on a large scale, breaking the monopoly of the products by European and American countries." Liu Gang said.
However, for Tsinghua Tongfang, which is accelerating the expansion, how to smoothly digest the increasing production capacity of LED chips is the key to the strategic layout of Tsinghua Tongfang LED.
(unfinished)
For more information, please refer to http://
Despite the lower-than-expected investment income of LED projects, the LED layout of Tongfang (6001100. SH, hereinafter referred to as “Tsinghua Tongfangâ€) is still accelerating.
In June, Liu Gang, executive deputy general manager of Tsinghua Tongfang Semiconductor and Lighting Division, revealed to the "New Industry" that Tsinghua Tongfang Nantong LED production base currently has 25 MOCVD equipment (LED epitaxial wafer production equipment) mass production, and by the end of June 28 MOCVD will be installed one after another, and all of the MOCVD will be mass-produced at the end of the year. At that time, Tsinghua Tongfang will have an annual production capacity of 2.4 million LED epitaxial wafers.
In the previous month, Tsinghua Tongfang had just increased capital of 142 million yuan to Nantong Tongfang Semiconductor Co., Ltd. After the capital increase was completed, the registered capital of Nantong Tongfang Semiconductor Co., Ltd. increased to 814 million yuan.
“Although the revenue contribution of LED business is still very small, it will become one of the pillar industries of Tsinghua Tongfang in the future.†Tsinghua Tongfang’s deputy general Wang Lianghai said that Tsinghua Tongfang has become the only manufacturer in the industry with LED complete industrial chain, which will fully promote LED industry. Localization of the chain.
Yu Bin, senior analyst of the High-tech LED Industry Research Institute, pointed out that if Tsinghua Tongfang Nantong production base can successfully implement 53 MOCVD productions and 6 MOCVDs in its Beijing production base, the production capacity of Tsinghua Tongfang LED chips will be the second largest by the end of this year. In the domestic LED boss Sanan Optoelectronics.
"How to give full play to the integration advantages of LED industry chain will also become the opportunity and challenge of Tsinghua Tongfang LED strategy. After all, from the current stage, the domestic LED upstream chip market is still in a state of oversupply." Yu Bin said.
Accelerated layout
"At present, six MOCVDs in the Beijing base have been fully mass-produced and run 24 hours a day. If the 53-year-old MOCVD Nantong Phase I project is fully operational, the annual production capacity of Tsinghua Tongfang LED chips will reach 3.6 billion."
Liu Gang said that while Tsinghua Tongfang is accelerating the layout of LED chip production, it has also increased the technical preparations for the technical development and industrialization of LED chips. At present, Tsinghua Tongfang has mastered nearly 100 key technologies and domestic patents for vertical structure substrate stripping, conductive and thermally conductive new substrate bonding, chip separation and surface roughening in the LED industry.
In addition, Tsinghua Tongfang has also established a company in Singapore to take advantage of international standards to overcome the technology of high-power LED chips.
"If it can achieve mass production in China, Tsinghua Tongfang will become the first manufacturer in China to produce blue-light high-power LED chips on a large scale, breaking the monopoly of the products by European and American countries." Liu Gang said.
However, for Tsinghua Tongfang, which is accelerating the expansion, how to smoothly digest the increasing production capacity of LED chips is the key to the strategic layout of Tsinghua Tongfang LED.
(unfinished)
For more information, please refer to http://
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