Zong Peimin, chairman of Zhejiang Huarui Investment Management Co., Ltd. told reporters: "We have invested in LED related companies such as Aidi Optoelectronics, Yuanfang Optoelectronics and Beijing Jinlixiang."
Zong Peimin believes that the five types of enterprises have the most investment value in the entire LED industry chain:
Just as auto giants need to work with superior auto parts companies, professional LED manufacturers also need high-quality supporting companies. Excellent LED supporting enterprises naturally have investment value.
"For example, in the field of LED drive power, Infineon Electronics, which has research and development advantages, and Moso Power, which has manufacturing advantages, are worth investing in." Zong Peimin told Zheshang reporter, "Drive power is the mature LED industry." In the past, due to the low power life and low energy consumption, the promotion of the LED industry has encountered bottlenecks. Infineon, which is the world's most advanced driving power technology, has become a supporting power supplier for more than 1,800 downstream LED companies, especially In the field of high-end high-power LEDs, Infineon has become an indispensable supplier."
As a world-renowned supplier of professional optical test equipment, Yuanfang Optoelectronics has become the maker of LED industry standards. Zong Peimin told reporters: "Yuanfang Optoelectronics is currently the only LED testing company in China that can compete with European and American testing companies. Because of its existence, many LED manufacturing companies have reduced testing costs."
A company with a brand advantage in the LED application market. The most investment-worthy companies in the LED application market will appear in the field of LED lighting, especially in the field of general lighting. As the largest market for LED applications, companies with high investment value are taken for granted.
At the 2008 Beijing Olympics, the world-famous Olympic scroll display system is the classic masterpiece of Jin Lixiang. In addition, Jin Lixiang also undertook the National Day 60th Anniversary Celebration "Light Cube", 2004-2009 CCTV Spring Festival Evening Light Background.
Eddie Optoelectronics is an outstanding representative of this type of enterprise. Zong Peimin told reporters: "Based on the defects in the design of global LED indoor lighting fixtures, Eddie Optoelectronics has carried out system design and innovation to solve the problem of LED lamps. Major technical obstacles have increased the service life of LED lamps from 3,000 hours to 50,000 hours."
Excellent downstream packaging company. A major feature of the development of domestic large-scale integrated circuits is that the development of enterprises in the local packaging field is better than that in the design and manufacturing fields. It is estimated that enterprises in the field of LED packaging will have good development opportunities, and may even be faster than upstream extension and midstream chip companies. development of.
Zong Peimin said: "At present, the domestic LED industry is mainly concentrated in downstream packaging enterprises, but most enterprises have low packaging levels and fierce competition. With the upgrading of the terminal market, the excellent downstream packaging enterprise brands are increasingly stable, and the technology is becoming more advanced, and it is bound to stand out. The value of the investment will also be reflected."
A company that has been successful in chip industrialization and technology tracking. There are several companies in China that have the ability to carry out chip design and blue-green epitaxial processing and have a certain scale. They are mainly concentrated in Xiamen Sanan, Dalian Lumei, Hangzhou Silan Micro and other companies. Currently, the LEDs that produce blue light are only Xiamen Sanan. .
A company with core intellectual property rights. Such enterprises are mainly concentrated in the manufacturing of epitaxial wafers. Although the top five foreign companies have formed a relatively monopoly position in this field, domestic enterprises still hope to catch up with the existing technology routes or form breakthroughs in the technical route. As long as the two major "blockers" of LED white light illumination - Blu-ray patents and white light patents have made breakthroughs, the domestic LED industry prospects are bright, and the rest is to test the industrialization capabilities of the domestic industry.
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