Capital influx into the LED packaging army how to more "core" replacement


"The ability of 1-2 billion output value to resist risks is far from enough. If it can become a listed company, it can not only make big brand influence, but also the company can grow bigger and stronger quickly." Li, general manager of Shenzhen Lehman Optoelectronics Technology Co., Ltd. One of the things that Man Rail has been busy with recently is to push the company onto the GEM.

At present, the LED industry has entered a period of rapid development, and various funds have poured into this green field of “low carbon, energy saving and environmental protection”. With the deepening of competition, the listing financing has become bigger and stronger and has become a small and medium LED enterprise. The urgent need for development.

It is understood that Shenzhen is currently planning no less than 10 LED companies listed on the SME board or the GEM, like Lehman Optoelectronics. Wanrun, Bangbeier, Maoshuo Power, Lianjian Optoelectronics, Ruifeng Optoelectronics, etc. In the listing plan, many other companies have completed the shareholding system transformation.

Rapid growth in output

In the interview, I learned that most of the LED leading enterprises in Shenzhen are full of orders, which are in short supply. Li Mantie told reporters: "The company's production capacity has doubled to meet the demand for existing orders. To do this, at least tens of millions of yuan must be invested in this scale." At present, Lehman's orders can meet at least one quarter of production capacity, and now the company's production line Starting 24 hours a day, still can not meet the demand for orders.

Gong Weibin, general manager of Ruifeng Optoelectronics, which is separated from Lehman Wall, said in an interview that the company's operation is entering a stage of rapid development. This year, the total output value is expected to increase by more than three times. "Our order this year is enough for a year." ."

According to a sales manager of Wanrun Technology, the company's order this year can be completed in September and October. The company started out as a package and gradually entered the application fields such as lighting. The company's sales last year reached 400 million yuan. In 2008, the proportion of LED applications accounted for 30% of its total output, which accounted for 40% in 2009 and is expected to reach 50-60% this year. This reflects the rapid growth of the LED application market from one side.

According to the data provided by the National Semiconductor Lighting Engineering R&D and Industry Alliance, the sales value of China's semiconductor lighting industry reached 60 billion yuan in 2009, a year-on-year growth of more than 30%. China has become one of the fastest growing regions in the global LED industry.

It was learned from the Shenzhen LED Industry Association that the output value of Shenzhen's LED industry exceeded 20 billion yuan in 2009, a year-on-year increase of more than 30%, far higher than the average growth rate of 5% in China's lighting equipment manufacturing industry.


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