In the packaging field in the middle of the industrial chain, the survival and competition of enterprises are the most cruel and fierce. In 20 10, many domestic packaging enterprises faced many difficulties, such as a large number of invasion by Taiwan-funded enterprises, insufficient supply of upstream chips, product structure adjustment, and upside-down sales and production capacity. Therefore, the expansion of capital market capacity, the introduction of high power and the extension of downstream applications have become hot keywords for packaging enterprises this year.
As the first LED packaging enterprise to land in the capital market this year, Foshan Guoxing Optoelectronics has set an example for more than 3,000 domestic packaging enterprises. According to the data of the first half of 20 10 released by Guoxingguang Electric, the revenue of LED device business alone has exceeded 250 million yuan. However, compared with Taiwan Province's revenue of more than 700 million yuan a quarter, it still has a long way to go as the most competitive national star in the domestic packaging industry.
Following the scenery of the 2008 Beijing Olympic Games, Li Hong Optoelectronics also made some gains in the Shanghai World Expo and the Guangzhou Asian Games. Li Guoping once revealed that the company's revenue this year will exceed 500 million yuan, an increase of more than 85%. Compared with last year's ranking, Li Hong Optoelectronics obviously has a certain gap with Guo Xin Optoelectronics in terms of production capacity and enterprise expansion speed. However, compared with traditional household appliances and display screens, Li Hong Optoelectronics has more advantages in the application of backlight, lighting, especially automobile lighting. For Li Hong Optoelectronics, which is currently in the period of listing counseling, whether it can be listed successfully in the next year will play a key role in its rapid development.
Zhongshan Mulinsen Group, which has the largest packaging equipment and the largest traditional plug-in capacity in China, has squeezed into the top three this year. Mulinsen, once known as the largest LED packaging base in Asia, has always been low-key. After the shareholding system reform, it will prepare for listing and financing. Mulinsen, who has been spying on upstream chips for a long time, established a laboratory in cooperation with Sun Yat-sen University as early as 2006. The laboratory is mainly engaged in the research and development of LED chips and materials. At present, the chip research has entered the experimental stage. From traditional direct insertion to SMD and high-power transformation, Mulinsen will be an opponent that cannot be ignored by domestic packaging and chip enterprises in the future.
From the fifth place last year to the fourth place this year, Ruifeng Optoelectronics is constantly refreshing its own record. As one of the few Ruifeng Optoelectronic companies in China that only focuses on packaging, SMD and High Power are its main businesses from the beginning. In 2009, after obtaining 80 million equity investment from Konka, it created the first packaging enterprise in China to formally supply LED backlight to TV manufacturers in batches. In 2009, the sales volume of LED devices of Ruifeng Optoelectronics exceeded 58% of the maximum output. Excellent product quality, continuous investment in technology research and development, and exclusive application of products in Blue Ocean are its core competitive advantages.
Rectangular lighting, ranked fifth, is one of the best packaging enterprises of lighting products on this list. At one time, Rectangular Lighting cooperated strategically with Taiwan Province Jingyuan Optoelectronics and made a breakthrough in the improvement of packaging technology. In 2009, Rectangular Lighting officially became a supplier of lighting products for the construction of the World Universiade venues. Since 2007, the company has doubled its performance for three consecutive years. 20 10 estimated revenue will exceed 450 million.
Taishan Jianlong Optoelectronics, which entered the list for the first time this year, contributed more than 654.38 billion yuan in revenue to the listed company Dehao Runda in the past year, and successfully turned this traditional business performance decline into profit. This is enough to make Dehao Runda, who gambles on LED, more determined. However, opportunities and risks coexist. Whether Dehao Runda can successfully achieve the target in the issuance plan in the next year will play a decisive role in the development of Stegosaurus Optoelectronics. We will wait and see.
As a chess piece in the layout of Han's photoelectric LED industry, Xingguang Optoelectronics and Lusheng Optoelectronics play a key role in connecting the preceding with the following. Among them, Guo Ye Starlight Power, which holds 565,438+0% of the shares, currently ranks first in the domestic lattice component production capacity. Guoyexing 20 10 achieved a sales income of 63 million yuan in the first half of the year, but it still suffered a slight loss, mainly because the acquisition of Dazu Optoelectronics required the adjustment and integration of the original personnel and business of Guoyexing Company. At the same time, it is also objectively affected by the shortage of upstream chips, which has squeezed the company's profits to some extent. At present, Dazu Group still focuses on equipment, but obviously, once Dazu Optoelectronics makes a breakthrough in high-end packaging equipment, there will be great room for improvement in the future packaging scale.
As a leading enterprise of small and medium-sized backlight in China, Jufei Optoelectronics' sales in 2009 were close to 250 million. Like Ruifeng Optoelectronics, Jufei Optoelectronics, which only focuses on packaging, has a sales target of 330-340 million in 20 10. Side-emitting white LEDs are still the main products, and LED application products are not made in principle. At present, the monthly production capacity of Jufei has reached about 180 KK, and it is planned to increase the production capacity to 200KK/ month by the end of the year. In addition, its new factory in Longhua, Shenzhen, will have a production capacity of 500KK when it is fully put into operation in the future.
Ningbo Shengpu Optoelectronic Co., Ltd. has more than 20 years of experience in manufacturing LED devices. It is the largest LED manufacturer for traffic lights in China and one of the leading LED packaging enterprises in East China. As a gathering place of domestic traditional lighting industry, with the gradual shift of traditional lighting to LED lighting, in the future, in Jiangsu, Zhejiang and even the Yangtze River Delta region, Ascending Spectrum Photoelectricity will definitely get the moon first.
50 million yuan venture capital, ready to go public at any time, Zhu Xiaobao, general manager of Zhongzhou Optoelectronics, was full of confidence in the future when the high-tech LED research team visited the company. Obviously, Zhongzhou Optoelectronics has made the scale of packaging industry the first echelon in China, and on this basis, seeking strategic cooperation from the upstream and extending lighting applications to the downstream has become the goal that the company must complete in the future.
Compared with the previous rankings, Guangdong still maintains an absolute advantage in the regional distribution of the top ten enterprises. However, from the perspective of production capacity, the monthly production capacity of the eight short-listed Guangdong enterprises only accounts for 60% of the total production capacity of the listed enterprises, which once again highlights the situation that there is no absolute boss in China's packaging field. Fujian and Zhejiang followed closely, and Hubei and Jiangsu each had 1 enterprises. The average annual sales of short-listed enterprises is around 300 million, from the lowest of 890 million? From 1 billion to the highest 1 billion, there is a certain imbalance among enterprises. There are many reasons for this. GLII believes that there are several factors: first, many domestic packaging enterprises are facing the transformation of product structure, from the original high-capacity and low-profit in-line to high-profit SMD and high-power upgrade; Second, at present, the homogenization of products is serious, the competition of low-end applications is fierce, and the high-end applications are not yet mature; Third, some enterprises have gradually realized the importance of technology research and development in packaging, and the investment in research and development has gradually increased. At the same time, the cost pressure of purchasing high-end production equipment has caused certain financial pressure to enterprises at present.
■ The ranking is based on the company size, capital strength, profitability, growth ability and other factors, in which the company size consists of the company's operating income and fixed assets in 2009-20 10; The capital strength takes into account the company's cash flow in 2009-20 10, financing ability in three years and new investment; Profitability: consider the company's gross profit margin, production capacity and stability and continuity of orders in 2009-20 10; The growth ability is mainly determined by the company's investment and technology research and development strength in the next 3-5 years (all the above factors are calculated by 1 full mark).
■ Ranking refers to companies limited to domestic-funded enterprises and enterprises headquartered in China (excluding foreign-invested enterprises in Taiwan Province Province and mainland China).
■ This ranking is only for enterprises that operated LED devices before September 20 10 (except enterprises that produce devices but do not sell them to the outside world and enterprises that are unwilling to disclose capacity data). The capacity figures in the table are the capacity of various LED devices in this enterprise in 20 10.
■ The data of packaging capacity, output and sales listed by ranking and enterprises will be published in the full text of "20 10 China LED Midstream Industry Research Report".
Since it was launched in 2009, the list of LED enterprises in China has been highly concerned by government leaders, LED industry, especially executives of related enterprises. Relevant data have been widely quoted by domestic and foreign media and securities investment institutions, and become one of the most authoritative and valuable industry research reports in China.