Zhaochi shares: epitaxial wafers and chip projects lit up at the end of this year

On April 23, Zhaochi shares said on the interactive platform that the company's epitaxial wafer and chip projects are mainly used in the field of LED lighting, and are expected to be lighted at the end of 2018.

This information reveals two main points: First, the main application areas of the self-produced chips of Zhaochi; second, the production plan of the Zhaochi chip project.

First of all, in the field of application. Zhaochi shares said that its self-produced chips are used in the field of LED lighting, which also indicates to some extent that the chips used in its backlight LEDs will still be outsourced in the short term.

Quan Jinsong, vice chairman of Zhaochi, told Gaogong LED that the company's current plan is mainly for lighting, and whether the TV backlight will follow the production performance of the chip will depend on the performance of the chip.

It is well known that LEDs for illumination and backlight LEDs have significant differences in the performance of the chip in terms of brightness and the like. The brightness of the LED backlight is high, and the brightness is not reduced for a long time. In addition, the LED backlight is softer in color, and the color of the hard screen panel can make the eyes more comfortable. Therefore, backlight LEDs are more demanding on chip performance than relative illumination.

As a newcomer to the LED chip industry, it is reasonable to start from the LED lighting field when the conditions of technology and production process are not fully mature.

Second, it is the production plan. According to the previous announcement, the production plant of the LED chip project of Zhaochi is planned to be capped in the first quarter of 2018, and the supporting dormitory is expected to be completed by the end of the year. The production equipment is scheduled to be delivered in batches in the second quarter of 2018.

The company is expected to officially start operations in the fourth quarter of 2018 and plans to achieve the expected capacity in the first half of 2019. Gaogong LED understands that after the LED epitaxial chip project reaches the expected production capacity, its product structure planning and packaging capacity ratio are similar. It is expected to produce about 400,000 pieces of 4-inch film per month.

However, Quan Jinsong once said in an interview with Gaogong LED that its LED chip was mainly supplied with independent packaging business in the early stage, supplemented by export sales.

Since signing the investment agreement with the Nanchang government in June 2017, Zhaochi has entered the field of LED chips for ten months. Judging from the information of the interactive platform, the production time of the LED chip of Zhaochi is basically consistent with the previous announcement time, which also indicates that the LED chip project plant construction and equipment procurement are all in order.

The director of Zhaochi Semiconductor, Dr. Wu Liangwen, held the “Zhaochi Stock Investor & Media Exchange” held on April 3, and said that the four advantages determine the unlimited potential of Zhaochi Semiconductor. These four advantages are: the entire industry chain, product mix, capacity scale and government support. Zhaochi Semiconductor is still in the incubation period, and the real results will have to wait until 2019, which is also a big hand for the future development of Zhaochi.

However, it is worth noting that the expansion of the LED chip industry is a foregone conclusion, especially blue-green LED chips, which are from China Micro-Semiconductor and Zhaochi Semiconductor, Ganzhao Optoelectronics, Jucan Optoelectronics, Dehao Runda, Silan Mingxin. The company has signed a total of more than 200 units of MOCVD equipment sales contract can be seen.

The expansion of production capacity will bring about an increase in potential production. If demand cannot keep up with the expansion of production, there will be a phased oversupply in supply, which will inevitably lead to a new round of price wars, which will undermine the profitability of enterprises. The impact of this, I believe that Zhaochi shares have also prepared a full response strategy.

As a listed company involved in the LED industry chain, the achievements of Zhaochi are also obvious to all. According to the financial report, in 2017, the LED products and devices of Zhaochi achieved operating income of 1.534 billion yuan, accounting for 15.00% of operating income, an increase of 59.69% over the same period of last year. Gross profit margin was 13.27%, down 1.67% from the same period last year.

In recent years, with the rapid growth of LED production scale, Zhaochi's packaging and lighting business is also climbing. Moreover, after successfully entering the high-end manufacturing of LED chips in 2017, Zhaochi has successfully strategically placed the entire industry chain platform of “chip + package + application lighting” in the LED field.

Therefore, in the view of Zhaochi, “into the LED chip field is also an important measure for the company to coordinate the development of LED industry chain.”

Semiconductor Fuse And Ferrite

Fuse refers to an electric appliance that, when the current exceeds the specified value, melts the fuse and disconnects the circuit with the heat generated by itself.When the current exceeds the specified value for a period of time, the fuse melts and disconnects the circuit with the heat generated by the fuse itself.A current protector made from this principle.The fuse is widely used in high and low voltage power distribution system and control system as well as power equipment.

Ferrite is a metal oxide with ferrous magnetism.As far as electrical properties are concerned, the resistivity of ferrite is much larger than that of single metal or alloy magnetic materials, and it has higher dielectric properties.Ferrite magnetic energy also shows high permeability at high frequencies.As a result, ferrite has become a non-metallic magnetic material widely used in the field of high frequency and weak current.Due to the low ferrite magnetic energy stored in the unit volume, saturated magnetic induction strength (Bs) and low (usually only pure iron 1/3 ~ 1/5), and thus limits its higher requirements in the low-frequency magnetic energy density in the field of high voltage and high power applications.

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