Recently, the market rumors Huacan Optoelectronics (300323) despite the new capacity, but the current LED chip capacity is still tight.
The reporter recently called Huacan Optoelectronics as an investor. The company's securities affairs representative, Dina, said that at the end of 2013, the number of MOCVD companies had increased to 71, and all of them have been put into production. However, some chip-end devices are not in place and are expected to be in full at the beginning of the second quarter of 2014. In addition, it also said that the company's current production capacity is still tight, due to the small number of MOCVD, the previous capacity constraints have always existed.
According to a recent survey by Everbright Securities, at the beginning of 2013, the company had only 27 MOCVDs, and by the end of 2013, it had reached 71. It is expected that 60 units will be expanded in 2014 and 50 units will be expanded in 2015. In the next two years, the company will become the largest LED chip company in China after Sanan Optoelectronics.
However, since the fourth quarter of 2013, the company's production capacity is in short supply, and the new capacity is still tight from the current market feedback. In this regard, Everbright Securities believes that as the company is still in the stage of capacity release and process climb in the first quarter and second quarter of 2014, it is expected that the company's performance will gradually improve in the second quarter.
In addition, Dina said that by the fourth quarter of 2013, the company's white light chip shipments accounted for an increase compared to the beginning of 2013. It is reported that white light chips are mainly used in lighting and liquid crystal backlights.
The reporter recently called Huacan Optoelectronics as an investor. The company's securities affairs representative, Dina, said that at the end of 2013, the number of MOCVD companies had increased to 71, and all of them have been put into production. However, some chip-end devices are not in place and are expected to be in full at the beginning of the second quarter of 2014. In addition, it also said that the company's current production capacity is still tight, due to the small number of MOCVD, the previous capacity constraints have always existed.
According to a recent survey by Everbright Securities, at the beginning of 2013, the company had only 27 MOCVDs, and by the end of 2013, it had reached 71. It is expected that 60 units will be expanded in 2014 and 50 units will be expanded in 2015. In the next two years, the company will become the largest LED chip company in China after Sanan Optoelectronics.
However, since the fourth quarter of 2013, the company's production capacity is in short supply, and the new capacity is still tight from the current market feedback. In this regard, Everbright Securities believes that as the company is still in the stage of capacity release and process climb in the first quarter and second quarter of 2014, it is expected that the company's performance will gradually improve in the second quarter.
In addition, Dina said that by the fourth quarter of 2013, the company's white light chip shipments accounted for an increase compared to the beginning of 2013. It is reported that white light chips are mainly used in lighting and liquid crystal backlights.
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