Dehao Runda is expected to double its LED lighting revenue this year


Recently, at the strategy meeting held by Orient Securities, it is also said that LED lighting domestic and foreign revenues are expected to double this year, and the company's LED lighting brand channel will gradually enter a period of rapid expansion.
Flip-chips are expected to achieve mass production in the third quarter. The company said that the company's flip-chips have already achieved small-volume shipments. It is expected that flip-chips will be mass-produced around the third quarter.
The company's low-power flip-chips can be packaged without a package, but the size is really small, and the accuracy of the placement machine has higher requirements. Flip chip can be widely used in liquid crystal backlights, high-power LED lighting products, such as street lights, car lights and so on.
According to the company, flip-chip packaging technology is currently in the midst of maturity. Under the leadership of the industry within one to two years, products using flip-chip LED chips will inevitably achieve performance and price breakthroughs.
At the strategy meeting held by Orient Securities recently, the company said that chip production is divided into Dalian and Handan companies. Among them, Dalian chip production is mainly for the production of positive-loaded chips, and Wuhu is mainly for flip-chip production. At present, the company has invested in four flip-chip MOCVD equipment, with a monthly capacity of 4k (corresponding to a 4-inch epitaxial wafer), and the rest are all in a positive-loaded chip structure.
Industry insiders have revealed to the agency that the cost of flip chip production can be reduced by about 20 compared to the packaged chip. Packaging companies have reduced the trend of LED package cost. Who can master the core technology will seize the LED cake? More share.
** It is expected to achieve mass production of 92 4-inch MOCVD equipment this year**
According to the company's interactive platform, the company is the only company in the Asia-Pacific region that uses all 4-inch wafers to produce LED epitaxial chips. It currently has 92 4-inch MOCVD devices. With the confirmation of commissioning and technical solutions, it is expected that all MOCVD equipment will achieve stable mass production in 2014.
The company's Wuhu Dehao Runda and Yangzhou Dehao Runda have received 92 MOCVD equipment (80 in Wuhu and 12 in Yangzhou), 52 of which have been commissioned and mass production, 6 sets of equipment for R&D; the remaining 34 units The device is in the process of installation and commissioning.
The company further stated that the company is also closely monitoring the release of the latest equipment and the competitive situation of the industry, and timely update or increase the company's MOCVD equipment to ensure the company's competitive advantage.
According to the company, the company's chips are about to enter the supplier system of NVC Lighting, and the company's chips will be actively sold to the public on the premise of satisfying the company's own use.
**LED lighting domestic and foreign income is expected to double this year**
The company's LED downstream lighting products are mainly for the NVC.ETI brand in China, mainly based on NVC lighting channels. According to the company, last year's revenue reached more than 300 million, and this year's revenue is expected to reach 600-700 million.
In foreign LED lighting products mainly through AEG and Whirlpool brand rental shipments, staying in Europe and the United States related supermarkets and home appliance chain, last year's revenue reached 30 million US dollars, is expected to reach 60 million US dollars this year.
A brokerage researcher believes that at the end of 2012, Dehaorun strategically acquired NVC Lighting's 20.24 shares in a private placement, becoming its largest shareholder. The company also obtained AEG, Whirlpool and other company brand licenses in overseas markets. The company has found a good point of strength in lighting channels and brand building, and sales of related lighting products are expected to increase further.
According to industry sources, 2013-2016 is the global LED lighting gold development period, and the penetration rate will increase from 20 to 45. It is a rare industry with relatively fast growth and certain certainty.
The 2013 annual report disclosed by the company shows that the annual operating income was 3.13 billion yuan, an increase of 13.5 compared with the same period of the previous year. The net profit attributable to shareholders of listed companies was 8.826 million yuan, a decrease of 94.55 compared with the same period of the previous year.

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