Black electricity company's net profit is low, turning to the LED field and speeding up the layout
Recently, TCL Group signed a joint venture contract with Harvatek (HongKong) Limited, a wholly-owned subsidiary of Hongqi Technology Co., Ltd., a Taiwan-listed company. The two parties intend to establish a Sino-foreign joint venture company in Huizhou City, Guangdong Province, to engage in light-emitting diode (LED) device packaging. Product development, manufacturing, sales and other services.
In recent years, the performance of most domestic color TV companies has continued to decline, and the industry is in a slump. According to Ovi Consulting data, in the “May 1st†holiday in 2011, the retail sales of China's color TV market was only 1.58 million units, down 4.7% from the same period of last year. This situation is the first time in the past five years. Under the pressure of profits, the black-and-light manufacturers have turned their attention to the huge LED field and accelerated the layout.
At present, in addition to TCL, domestic black power giant Skyworth, Konka, etc. have also been laid out, not only participate in the LCD panel project, but also extend the tentacles to the field of LED chip epitaxial wafers. However, in recent years, LED packaging companies have been frequently attacked by foreign companies and Taiwanese companies, or faced with a crisis of shuffling. It is still unknown whether black-light enterprises will be able to achieve results in the LED field.
Black power enterprises preemptively lay out LED to open the industrial chain
According to the relevant person in charge of TCL Group, the first year after the production capacity of the cooperation project reached 2 billion LED device packaging products, the planned output value was 1.3 billion yuan. The production date of the latter part of the project (testing and packaging) is expected to be December 2011, and the full-process production date is expected to be in late March 2012. "We and Taiwan Hongqi Technology jointly invested in LED packaging product research and development, manufacturing and sales business, which will help us to play a synergistic effect, enhance the core competitiveness in the LCD vertical industry chain, and also play a positive role in the development of the Pearl River Delta optoelectronic industry. Li Dongsheng said on his Weibo.
Recently, with the gradual disclosure of the annual report of home appliance enterprises in Shanghai and Shenzhen, the profitability of China's mainstream color TV companies also showed in front of people: TCL net profit of 433 million yuan, Changhong 671 million yuan, Konka 0.82 billion yuan, Hisense 835 million yuan; and Gree The electrical appliance is 4.276 billion yuan, but many black electric giants are not able to compete with a white electric enterprise. Under such circumstances, black-and-light manufacturers have sought to diversify their layouts, switch to the LED market, and strive to open up the industrial chain.
As early as April 2008, Skyworth has completed the participation in the LGD Guangzhou LCD module factory at a relatively low cost, and recently built an integrated production line for LCD modules. In March of this year, Skyworth realized the participation in LGD. Guangzhou's 8.5-generation LCD panel production line, in addition to Skyworth and Jingyuan, Delta Power Investment in Guangzhou Zengcheng investment of 600 million US dollars LED chip epitaxial wafer base has recently laid the foundation, plus Skyworth began in 2008 in the LED backlight module, LED applications and other fields The layout, Skyworth has basically taken the lead in the layout of the entire industry chain of LCD TVs.
Another black power giant Konka is also unwilling to lag behind. Its shareholding Ruifeng Optoelectronics was approved by the China Securities Regulatory Commission on May 26. The two parties cooperated on the research and development and industrial application of LEDs for large-size LCD TV backlights to realize LED packaging technology and Large-size LCD TV backlight applications are closely combined.
Industry insiders said that this equity investment in the LED field may bring a new profit source to Shenzhen Konka, which has a net loss of 76.86 million yuan in the first quarter of this year and has borrowed more than 1 billion yuan from the major shareholder OCT.
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