One is the domestic LED packaging leader, and the other is the top three LED chip giants in the country. The strategic cooperation between Huacan Optoelectronics and Mulinsen is setting off a new round of "fierce battle" in the field of LED display packaging.
On the evening of April 10, Huacan Optoelectronics (300323.SZ) announced that the company signed a strategic cooperation agreement with its main customer, Mulinsen. The brief contents of the agreement include: Mulinsen will preferentially purchase Huacan Optoelectronics products under the same conditions, and Mulinsen will be in the future. The value of LED chip products purchased from Huacan Optoelectronics during the year will be no less than RMB 1.5 billion. Huacan Optoelectronics will give priority to the supply of Mulinsen under the same conditions.
Huacan Optoelectronics said that the cooperation between the two parties has played a positive role in steadily expanding the market sales scale of Mulinsen, thereby further promoting the expansion of Huacan Optoelectronics chip capacity.
Prior to May 2014, Mulinsen had a strategic cooperation agreement with Aoyang Shunchang (002245.SZ), stipulating that both parties will conduct strategic cooperation in market information, product development, technical support and product supply. Mulinsen will continue Purchase LED chips from Huai'an Optoelectronics, the total amount within two years is not less than RMB 400 million.
According to the calculation of time, the cooperation between the two parties will end soon in May. Aoyang Shunchang's 2015 annual report shows that from May 20, 2014 to December 31, 2015, Aoyang Shunchang has sold about 175 million LED chips to Mulinsen.
According to informed sources close to both parties, the strategic cooperation between Huacan Optoelectronics and Mulinsen aimed at LED display packaging, with emphasis on small-pitch display. As stated in the announcement, “Linsen has always attached great importance to product development and technological innovation. He has achieved a series of technical achievements in LED packaging and application, and has the ability to produce high-quality small-pitch LED display packaging products. The display chip has been fully mass-produced, and its high reliability and high consistency have been recognized by the client. The strategic cooperation between the two parties will accelerate the innovation and development of LED chip packaging technology in the display field."
At present, the display market is very mature and the competition is fierce. Under the situation that the growth rate of traditional display business is declining, the continuous growth of small-pitch LED production capacity has become the biggest bright spot.
The outbreak of LED small-pitch products has greatly increased the performance of A-share listed companies such as Liad, Zhouming Technology, Alto Electronics and Lianjian Optoelectronics. Liard's 2015 annual report shows that the company's LED small-pitch performance is brilliant, LED small-pitch achieves high-speed growth (more than 70% compound growth in three years), and LED small-pitch global market share is more than 50%.
The small spacing shows that the broad market space and high gross profit margin are also important reasons for the high-profile layout of Mulinsen and Huacan Optoelectronics.
The strategic layout of Huacan Optoelectronics is not limited to this.
On April 8th, before the announcement of the strategic cooperation with Mu Linsen, Huacan Optoelectronics announced that it plans to invest no more than RMB 3 million to participate in Beixing (Beijing) Photonics Technology Co., Ltd. (hereinafter referred to as “Northern Guangziâ€). The capital increase accounted for 3.75% of the total registered capital after the capital increase.
It is understood that Beixing Photonics is currently mainly engaged in research and development and sales of radar-related software and hardware products in the field of robotics. "In order to expand the company's development space in the third-generation semiconductor applications, expand the company's new application areas." Huacan Optoelectronics said.
According to the research of Gaogong LED, Beixing Optical, a subsidiary of Beixing Photonics, provides a top-level visual light source for system integrators in the machine vision inspection industry. Customized special light sources can be customized according to requirements, except for traditional coaxial, strip, surface, and spot light. , ring light, ball integral light source and other models, also good at nano-level detection and ship railway infrared detection of the light source system.
In the words of its website, "machine vision light source is not a pair of LED combination lamps, but a precision designed optical instrument."
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