"Xiamen Model" of Xiamen LED Industry in the Billion Industry Cluster

Xiamen, not to be called Ludao, is abbreviated as Luzhou. It is located at the southeastern end of Fujian Province, west of Zhangzhou Taiwanese Investment Zone, north of Nan'an, and southeast with large and small Jinmen and Dadan Island across the sea. It is one of the major cities in the southern part of Anhui Province, and it is also known as the Xiaquan Spring and the Weinan Golden Triangle Economic Zone. Xiamen, not to be called Ludao, is abbreviated as Luzhou. It is located at the southeastern end of Fujian Province, west of Zhangzhou Taiwanese Investment Zone, north of Nan'an, and southeast with large and small Jinmen and Dadan Island across the sea. It is one of the major cities in the southern part of Anhui Province, and it is also known as the Xiaquan Spring and the Weinan Golden Triangle Economic Zone. Xiamen is a coastal city in China. It is one of the first four special economic zones in China to implement the policy of opening to the outside world. It is one of the five comprehensive reform and reform zones for the development of open countries (namely the New Special Zone) and the three zones of the China (Fujian) Free Trade Zone. One is also a cross-strait emerging industry and modern service industry cooperation demonstration zone, a southeast international shipping center, a cross-strait regional financial service center and a cross-strait trade center. At the same time, Xiamen is also an important LED industry concentration area in China. In the industry, everyone praises the characteristics of Xiamen LED industry as the Xiamen model, which is one of the development samples of semiconductor lighting industrialization bases in 14 countries. Since the forward-looking strategic goal of cultivating the optoelectronic industry in 2003, Xiamen has experienced a leap-forward development in the optoelectronic industry with the great attention and full promotion of the Xiamen Municipal Party Committee and the Municipal Government. During the 12th Five-Year Plan period, Xiamen's LED industry grew rapidly. During the 12th Five-Year Plan period, the direct output value and total output value of the LED industry in Xiamen City showed a straight upward trend, with an average annual growth rate of nearly 35%. According to incomplete statistics, the photoelectric output value of the city reached 120 billion yuan in 2016, of which the direct output value of LED industry reached 32.3 billion yuan, accounting for 26.9% of the total output value of optoelectronics, up 20% year-on-year. It has become the fastest growing photovoltaic industry cluster in China. one. The LED industry in Xiamen covers the middle and lower reaches. In the field of epitaxy and chip, Xiamen has become the largest, most technologically and most comprehensive LED epitaxial chip production base in China for 13 consecutive years. In the field of applied products, according to the statistics provided by the customs, Among the top ten enterprises in China's LED bulb export, Xiamen has five seats, and its export volume accounts for half of the country's total. It has become one of the world's largest high-end LED bulb manufacturing and export bases. According to the data, 30 out of every 100 LED bulbs in the world are manufactured and exported by Xiamen. Here, the industry leaders such as Sanan Optoelectronics, Ganzhao Optoelectronics, Xiamen Cinda and Guangsheng Co., Ltd. have been successfully listed on the GEM, and there are also innovative backbone enterprises such as Jingjing and Lidaxin. Relevant industry experts pointed out that Xiamen LED industry has a good foundation and has the ability and conditions to build a 100 billion industrial chain (cluster). Let's briefly introduce some of the larger LED companies in Xiamen: Sanan Optoelectronics Co., Ltd. Name: Sanan Optoelectronics Co., Ltd. Securities Abbreviation: Sanan Optoelectronics Securities Code: 600703 Securities Category: Shanghai A-Share Listing Date: 1996-05- 28 Sanan Optoelectronics Co., Ltd. is mainly engaged in R&D, production and sales of full-color ultra-high brightness LED epitaxial wafers, chips, compound solar cells and III-V compound semiconductors. The product performance indicators are at the international advanced level. At present, it has a modern clean workshop of 10,000 to 100 grades, and tens of thousands of sets of internationally advanced epitaxial growth and chip manufacturing equipment. With strong enterprise strength, the company has achieved an annual production capacity of 24 million pieces of epitaxial wafers and 300 billion pieces of chips, accounting for more than 58% of the total domestic production capacity, ranking first in the country. In 2014, the company further expanded and extended the LED industry chain construction, invested in the newly established LED industry base and communication microelectronics device project in Xiamen, which enabled the company's production scale to directly enter the international top ranks and become the first large-scale production in China. , the company that develops the capabilities of compound semiconductor chips. In 2016, Sanan Optoelectronics achieved operating income of 6.273 billion yuan, a year-on-year increase of 29.11%. The average revenue growth rate of the optical optoelectronics industry was 23.72%; the net profit attributable to shareholders of listed companies was 2.167 billion yuan, an increase of 27.86%, optical optoelectronics industry. The average net profit growth rate was 39.86%. This year, Sanan Optoelectronics' first-half performance report showed that the company's revenue for the first half of the year was 4.067 billion yuan, a year-on-year increase of 46%; net profit was 1.515 billion yuan, a year-on-year increase of 57%. Thanks to the company's good profitability, Sanan Optoelectronics' market value in recent years has been leaps and bounds. In 2016, the market value of Sanan Optoelectronics has reached 51.8 billion yuan, surpassing the Xiamen Tungsten Industry, the first Xiamen stock at that time. In 2012, the market value of Sanan Optoelectronics was 20 billion. Ganzhao Optoelectronics Co., Ltd. Name: Xiamen Ganzhao Optoelectronics Co., Ltd. Securities Category: Shenzhen A-Share Securities Abbreviation: Ganzhao Optoelectronics Securities Code: 300102 Time to Market: 2010-8.12 Xiamen Dry Photoelectric Co., Ltd. was established in February 2006, total With an investment of more than 300 million yuan, it is a high-tech enterprise specializing in R&D, production and sales of red, yellow and orange quaternary LED epitaxial wafers, chips and high-performance GaAs solar cells. The company is located in the beautiful city of Xiamen, Fujian Province. It currently has several wholly-owned subsidiaries, holding or shareholding companies in Xiamen and Yangzhou, and has offices in Shenzhen and Zhongshan. The product sales network covers the whole country and Around Southeast Asia. The company is a key high-tech enterprise of the National Torch Program. It has a national post-doctoral research station, a provincial engineering technology research center, and a provincial-level enterprise technology center. It undertakes national and provincial key projects such as the National 863 Program and the National Torch Plan, and has obtained the national Strategic innovation products, national key new products and many other key technology awards and honors. In 2016, Ganzhao Optoelectronics achieved revenue of 1.149 billion yuan, an increase of 87.09% year-on-year. The net profit attributable to shareholders of listed companies was 48.382 million, a year-on-year increase of 153.63%. On July 11 this year, Ganzhao Optoelectronics released an evening announcement, expecting a net profit of 97.5 million yuan to 100 million yuan in the first half of the year, turning losses into profits. During the reporting period, benefiting from the continuous recovery of the LED industry market, the company's LED chip business revenue increased significantly year-on-year. The company's chip business capacity has further increased, and chip production has increased significantly year-on-year. Xiamen Xinda Company Name: Xiamen Xinda Co., Ltd. Securities Category: Shenzhen A-Share Securities Short Name: Xiamen Xinda Securities Code: 000701 Time to Market: 1997 Xiamen Xinda Co., Ltd. is committed to the development of information industry, information technology, information services And the manufacture of electronic components as the main business, while operating domestic and foreign trade, real estate, the company has formed an electronic information industry as the main body, foreign trade, real estate development as the two wings of the two-wing industrial structure, grew to the information industry as the core Large-scale high-tech enterprise group. The company's main industry information industry has formed an industrial structure with ultra-high brightness LED packaging, application research and development and production, electronic components, electronic label development and production, and application software development. The company invested in the establishment of Xiamen Xinda Optoelectronics Technology Co., Ltd., mainly engaged in the establishment of ultra-high brightness LED packaging, application research and development and industrialization base. The project is a high-tech industrialization project supported by the state. The semiconductor LED lighting products produced by the project are a new generation of environmentally-friendly and energy-saving lighting alternative products. The market scale is huge and the prospects are good. In 2016, Xiamen Xinda achieved revenue of 40.29 billion, an increase of 37.49% compared with 2015. The net profit attributable to shareholders of listed companies was 140 million, an increase of 27.96%. Guangxu Co., Ltd. Name: Xiamen Guangsheng Electronics Co., Ltd. Securities Category: Shenzhen A-Share Securities Abbreviation: Guangsheng Stock Code: 300632 Time to Market: 1997 Xiamen Guangsheng Electronics Co., Ltd. was established in 1994, is the earliest LED in China. One of the manufacturing companies is also a national high-tech enterprise. The company's headquarters is located in the beautiful Xiamen, one of the national semiconductor lighting industry bases. It has five wholly-owned subsidiaries, Guangxu Display Technology Co., Ltd., Aipusheng Electronic Technology Co., Ltd., Guanghao Lighting Technology Co., Ltd., Fengqi Lighting Co., Ltd. , Guangsheng (Hong Kong) Co., Ltd. and a provincial LED packaging engineering technology research and development center. The company is mainly engaged in the research and development, production, sales and application design of LED packaging and LED application products and flexible circuit boards. It continues to create differentiated value around the middle and high-end market segments in the LED industry. In terms of LED packaging, Optoelectronics has deepened the field of CHIP LED ultra-small packaging, and has overcome the ultra-small infrared packaging technology. It has been successfully applied to the iris and fingerprint identification system of mobile terminals, and the product has been successfully upgraded to the ultra-small size of interconnection and mobile terminals. The field of application of sensors. Since 2011, Guangyi has applied LED packaging and backlight core technology to LED lighting based on product synergy, and developed a new LED lighting fixture with national key new product “High Light Efficiency High Uniformity LED Panel Light” in Intelligent Lighting Control. Forward-looking development and technical reserves on the system, with more than 30 intelligent lighting and more than 10 non-visual lighting related patents, laid the foundation for the future development of intelligent lighting and non-visual lighting. The company will deepen the high-end custom manufacturing of LED, intelligent lighting, customized design and system services of LED modern lighting, integrate resources, establish a healthy and fashionable lighting ecological chain, and become a high-end intelligent enterprise. Founded in 2000, Rieter is a world-renowned company specializing in R&D, production and sales of LED light sources, lighting fixtures, smart products, IoT intelligent hardware and software, electronic energy-saving lamps and other system solutions. It has three production bases in Xiamen, Zhangzhou and Sichuan, and has branches in Shenzhen, Taiwan, Shanghai, Europe, the United States, Japan and other places, with a production plant of 500,000 square meters. The brand is registered in 52 countries and regions around the world. Its products are exported to 85 countries and regions including Japan, South Korea, ASEAN, Middle East, European Union, North American Free Trade Zone and Mediterranean Coast. The annual export volume and production capacity of LED products rank first in the country. . With 16 years of manufacturing experience and hundreds of automated production lines, it is a quality supplier and partner of IKEA, Osram, GE Lighting, British Gas, Huawei and other world-renowned brands. Rieter has won a number of heavyweight honors, including China's top three lighting industry, the top 100 national light industry, the top 500 private enterprises in China recognized by the Ministry of Commerce, and the 2015 Fujian Provincial Government Quality Award, which was recognized as the national lighting industry by the Ministry of Industry and Information Technology. The only smart manufacturing pilot demonstration company received the award of the best intelligent lighting solution award from Huawei in 2016. The company participates in the development of international standards for ZHAGA International Standardization Organization LED modules, as well as the development of standards for domestic LED lighting products, and joins the Zigbee Alliance as a promoter and becomes a member of the Alliance Board of Directors. Development Crystal Development Crystal Lighting (Xiamen) Co., Ltd. was established in April 2011. It is the core platform for China Electronics Group to build the ultra-billion LED industry chain. It is one of the leading LED industry companies confirmed by the Fujian Provincial Government. The demonstration project of cooperation and the key investment and construction projects of Fujian Province and Xiamen City have been recognized as key industrial enterprises in Xiamen since 2013. In 2014, they obtained the national high-tech enterprise qualification certification and have a provincial-level enterprise technology center. The development of crystal positioning is the overall solution provider of LED. The business scope covers all industrial chain links such as LED epitaxial wafer, chip, package module and lighting application. It has the advantages of quick response and low overall supply chain cost. With upstream and downstream collaborative development, to provide customers with the best LED overall solution capabilities. The company has a registered capital of 187.65 million US dollars, a total investment of nearly 500 million US dollars, and a scale of 100 MOCVD. The company has built dozens of domestic leading LED epitaxial chip production lines and LED packaging production lines. The first batch of 4吋 high-brightness blue epitaxial chips was mass-produced and sold in October 2012. The first batch of high-brightness COB package products were mass-produced in August 2012 and exported to the United States, and its turnover in 2016 exceeded 1 billion yuan. Development Crystal is committed to improving the quality of people's lives with leading LED light quality technologies and products, creating value for the development of social green energy, and providing a stage for the healthy growth of employees. Based on advanced epitaxial chip technology, the company develops and produces epitaxial chips from a high starting point; through the wholly-owned acquisition of the well-known American Bridgelux Company, it uses its leading LED chip and packaging technology to rapidly develop LED packages. manufacture. In the spirit of innovation, sincere cooperation, rapid response, enthusiasm and dedication, and the pursuit of excellence, we have developed a series of products that meet the market demand and have a high-tech content. The production line yield has reached the requirements of international manufacturers. Has undertaken a number of national, provincial and municipal science and technology projects, and has applied for 88 patents, of which 45 patents have been granted. The industry-leading MOCVD automation cloud system was launched, which was listed as the key technical improvement project of Xiamen City in 2013. Relevant industry experts pointed out that Xiamen LED industry has a good foundation and has the ability and conditions to build a 100 billion industrial chain (cluster). Looking into the future, Xiamen City will also strengthen the construction and support of the LED industry public service platform, industry alliance and technology incubator, take science and technology innovation as the starting point, encourage innovation and entrepreneurship, vigorously promote the development of LED applications, and promote industrial clusters from low value-added LEDs. The light source is innovatively upgraded to areas such as LED lighting fixtures and smart lighting systems with higher added value.

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