Tianfu Thermoelectric (600 509): Layout silicon carbide wafer
Tianfu Thermoelectric main business is electricity and heat production and supply of electricity in the city of Shihezi and heating to occupy a high market share.
In addition to traditional business, the company is making great efforts in recent years, the layout of new technology industries, including silicon carbide (SiC) epitaxial film projects, carbon-based materials, projects, bio-tech projects such as legal pyruvate project.
Silicon carbide (SiC) LED epitaxial wafers is to create one of the best core components. LED general lighting is the biggest market in the field, but its current application in the field less than 1%. As the LED line with the trend of low-carbon economy, vigorously push by the state industrial policy, expected in the coming years and gradually into the general lighting field, and eventually completely replace traditional lighting, the entire industry is now at the eve of the outbreak.
From the perspective of industry chain, the more upstream areas of the higher technical threshold, the higher the profit margin, LED epitaxial wafers and LED chips account for about 70% of industry profits.
Currently, the global silicon wafer production technology is mainly vested in CREE, II-VI, DowCorning represented by the hands of the few foreign companies, three companies together account for the global silicon wafer market more than 90% share of the domestic most LED manufacturers need to import from abroad wafer.
Tianfu Thermoelectric has completed the silicon carbide (SiC) epitaxial film industry distribution, 2-inch Conducting 4H/6H chip has basically matured, becoming the only one silicon wafer manufacturer, broke the monopoly of foreign enterprises, price below the international similar products, the quality reach the international advanced level, with a strong competitive advantage and import substitution space.
LED industry chain, the company holds the most upstream of the core technology, but also the concept of Xinjiang, the current share price does not significantly move up, with better security.
The company now has 33 sets of silicon carbide project crystal growth furnace, the next target in the 300.
3 An optical (600 703): the largest LED chip manufacturers
An optical three main LED epitaxial wafers and chips, development, production and sales, is the only full color to achieve mass production of high-brightness LED manufacturers, product qualification rates and technical data are better than peers.
In the Asia Pacific excluding Japan ranks fourth after China Taiwan's "crystal power", "Jehovah" and "Wide Jia." The company has domestic advanced MOCVD and related equipment 14 sets, with an annual output of 500,000 wafer chip production capacity of 16 billion.
The company has successfully completed the refinancing, Tianjin project will further enhance the company's profitability. Tianjin project wafer scale production of 850,000 / year, chip 20 billion / year, the project will exceed the company fully put into operation the existing capacity.
However, the overall optical gain larger Saman, most analysts have given its "underweight" rating. I am an expert from China Toys Suppliers, usually analyzes all kind of industries situation, such as fabric roller blinds , blackout roller shade.
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