Founded in September 2000, Shanghai Lanbao Optoelectronic Materials Co., Ltd. specializes in technology research and development and industrial production of GaN LED epitaxial growth, chip preparation and lighting applications. The company is equipped with nearly 300 sets of international advanced production equipment and supporting facilities. The annual production capacity of blue and green LEDs is over 100,000 epitaxial wafers. Implement ERP resource system management, professionally produce and sell Shenguang series GaN LED blue, green light epitaxial wafer, power high-brightness chip and common chip products, with an annual output of more than 2000KK. The self-developed LED series products are sold well in the domestic market, and for the first time, the domestic LED chips have been successfully applied to the landscape lighting of the key project “Donghai Bridge†of Shanghai Municipality, and won the honor of National Engineering Application Innovation Award and Shanghai Key New Product.
Mr. Li: Thank you very much. Everyone knows the Sapphire company. Sapphire is a chip. In fact, I still have two other companies, one is Rongyao Photoelectric Materials Co., Ltd. in Yangzhou, so the so-called subsidy policy should be said that we are the first. Another company may not know that everyone is currently doing MOCVD, and that's about it.
Reporter: At present, there are many production equipments in the company. What is the annual production capacity? There are annual sales, market share, and how much light efficiency can be achieved. Is there a gap between your company's chip price and foreign imported chip prices?
The second problem is that we know that the liquidity of upstream talents is very large. What is the talent situation of Sapphire?
The third problem is that many LED companies are doing integration. Does Sapphire have any plans for this?
Mr. Li: I answered from the back. We are also working on the project. There are two companies under Sapphire, but not a company. They are independent companies. Sapphire itself will not do vertical integration. Integration, integration on equipment. Therefore, Sapphire Optoelectronics and Glory Optoelectronics go all out to do chips.
The second is about the flow of talent. It is true that we have lost a lot of technical backbones recently. This is nothing. The LEDs in China are developed, but it is also our ultimate goal, but our company should still have some very good employees, including management, sales, and technical aspects. It should not affect the normal development of our company.
Another one about our luminous effect, we undertook Shanghai's project last year. The acceptance result was 103 lumens per watt. It was the result of November last year. This year's 863 project is the result of the 863 project organized by Director Wu. But we believe that it should be better than this, but it will not exceed 110-115 lumens. I guess it is between 103-115. Just now you mentioned how many machines there are, and every month is changing, so it is not easy to say how many units, sales are more difficult to talk about, and we do not seem to need to disclose this information.
Reporter: What is the gap between your chip prices and foreign countries?
Mr. Li: Does foreign country refer to the three sides of the strait?
Reporter: Those high-end, giants. Like Curry.
Mr. Li: We know how much the Cree chip sells. We can't catch up with Cree. Basically, we are catching up with Taiwan, but at least there is a price difference of 5% to 10%.
Reporter: Is it with Cree?
Mr. Li: Love is strong. If the price difference between me and Mr. Li Bingjie is 10%, the gross profit margin of the chip should be about 36%, which means that my gross profit margin can be up to 25% to 30%, but 3I should have a gross margin of 40%. So I also want to visit them for reference.
Reporter: It is understood that you have a company that is doing MOCVD equipment. I would like to ask you how many enterprises are currently doing MOCVD equipment. What are the difficulties in domestic production of MOCVD equipment? And what kind of support does this have for SME countries? And how long do you want to predict the localization of MOCVD in China?
Mr. Li: How many do you say? According to what I know, Zhaoxing, a semiconductor company in Dongguan, should have two so-called prototypes doing it. There should be 48 in the fifteenth period, but currently 48 did not. During the 11th Five-Year Plan period, the semiconductor office, plus a Qingdao Jason, Zhaoxing should have no national support for the time being. What I want to do, including the North One Electronics, is also reporting today. Shanghai also has Zhongwei Semiconductor, Lenovo Energy, and these companies may be on the table. There are still more estimates under the counter, and it is estimated that there are still many people who want to do it. What is your second question?
Reporter: What support does the production of MOCVD countries have?
Mr. Li: The state should have support during the fifteenth period and supported the two companies. At that time, 48 made 6 points and 11 supported five. The state believes that industrialization is not too smooth, so it is said that there is no support in the late 11th and 5th years, and the 12th Five-Year Plan should be more supportive but has not yet spoken.
Your other question is not related to subsidies, and the 10 million so-called subsidies are not subsidies from the central government. This 10 million is the behavior that the local government wants to come out and hopes you will invest. You say difficulty, this difficulty is not an hour to finish, it is difficult. If it is simple, there are many people who can do it.
Reporter: Can you analyze the biggest difficulty?
Mr. Li: The biggest difficulty requires a person who dares to take responsibility and dare to typeset. Because MOCVD is a device involving total design, styling, characterization, and electromechanical are all integrated into a large project, like a satellite. Therefore, if you are doing equipment, if you do equipment with no problem, then if you say that it is a craft, you can have a great extension. But if you listen to equipment, or if you are equipped with equipment, it is chicken. The duck said that two people can never tell a piece, so I think this is the biggest problem from management.
The second question is that if your equipment company is not difficult to make an equipment, it is much simpler to analyze the cost. But the crux of the matter is who is doing the process verification for you. This is the biggest problem. For example, many factories are willing to give me the machine and let me do the craft for him. Then I ask this question, I have spent a lot of effort to make your craft, and then you sell the machine to my competitors. What benefits can I get? So I can't make MOCVD forever, because no company is willing to supply.
But of course, if I say that Sapphire is very big, like Nichia, he is willing to do this. You help me with crafts. I will help you with equipment, but I will not sell it to you within ten years, but Sapphire is not big enough. There is no equipment factory that says that you can help me develop the process. I only sell it to you for ten years and don’t sell it to others. No.
Reporter: I just mentioned the difference in the price of Sapphire. I would like to ask where is the competitive advantage of Sapphire relative to domestic products?
Mr. Li: Sapphire, I don't want to talk about Sapphire, because I am the general manager of Sapphire. I am asking a question now. Where are the competitive advantages of all domestic chip manufacturers? I don't think so. Is there any difference between ten MOCVD and 30 MOCVD? Just say that you are more than me. But after 30 years and 50 years, MOCVD has expired, and your advantage becomes a burden. Therefore, I think that the current investment in chip manufacturers can not be invested, but it can be done for a long time without people's revenue. Therefore, we believe that all the chip manufacturers of domestic manufacturers do not have any obvious advantages. We say why our price is lower than that of crystal electricity. In fact, what we do is not worse than that of crystal electricity, but my reputation is not big, it is not that it is listed. I am not a listed company, it is a Taiwan asset. I am a medium asset.
You said TCL Skyworth made the TV 3300? No, this label bid you can see which one is not visible, my chip can not see you, why do I sell it cheaper than it? Block money, this is the brand. The same is true for lights. Philips lights are cheaper than you, but they are all made by you. So I think you ask our company where is the advantage? Should you ask us where the LED chips are all in China? Of course, I can say that if my own MOCVD can be made, then no one is my competitor, of course I have May fail.
Reporter: The chip just mentioned does not have much advantage, so now you know how to improve your chip function. And when it comes to MOCVD equipment, what do you think is the future direction of equipment development? Does Sapphire have any new research and progress in equipment manufacturers?
Mr. Li: My own personal factors of localization, I will go to see the factors of localization in the future. I think that in one to two or three years, these big companies abroad, these big companies said today, Will do the chip again. Do you see hundreds of epitaxial furnaces in large foreign companies? No, why? They didn’t see that we have a lot of demand after three years and five years? Why don’t they invest in LED equipment, no one heard about Rui bought a hundred MOCVD, why not buy such a good price so good? Because it ended up doing Chinese, so they don't do it, they are doing the brand now. That is to say, I will not do this in the future, but the user who sells the most, the light bulb that my mother bought is Cree. The light bulb that my mother bought is Osram, so I don’t think that Osram will do the light three years later. I don't do any chips. Who do? I think our Mr. Li Bingjie is the world's largest chip foundry. His goal is to set the OEM price, set the profit share, and give me a 10% gross profit margin. This is the pattern of position. What do big companies do? That is, they eat a little, so the so-called localization is good. Who are our competitors now? In fact, the competitors are ourselves. Are we the same grade as Osram?
For another example, who do all of our Iphones? All of them are made in the mainland. Do you say that the Iphones we make in mainland China compete with American apples? That is not a problem at all. One is Laozi. How do the sons compete? In theory, our chip manufacturers are ultimately the competition of domestic manufacturers. If the cost is low, you will get the OEM list. If you get the OEM, you will take it. Is it right? Who will not be in the hypermarket? There may be a thousand brands, and the ten are the most. Counting, how many brands in our country can squeeze in? So I think that is ultimately not a problem of our localization rate. The whole world is made in China, but the key to the problem is us. What is the profit you enjoy, and where to enjoy the profit is a problem. So this is what I think three years later, foreign brands do not make chips. Our Li Bingjie should be the world's largest foundry. Ok, Osram is what he does. What we can do is with domestic companies. To make chips, 100% are ours.
Reporter: The direction of LED technology development, and the entire process of Sapphire now?
Mr. Li: This should be the vice president of H1 today. He should talk about his MOCVD. I am talking about my MOCVD. This may be a conceptual complement. Nowadays foreign companies, including the US Indians, may not have gone yesterday afternoon, so I think they are competing with us with his strongest products.
I think it is equivalent to a master cooking, a master burning two dishes an hour, this is a one-time process, the world's largest outer flame is also made by Nichia, did not say that Japan and Asia put four Outer flame, there is one there, not right. So it's hard to imagine that I used to be a big dish chef. Now I have to find four big chefs to improve my efficiency. No. A dish of four people burned separately. I don't think that the taste of burning is burning more than one person. I tell a simple metaphor that they have problems now. I don't think that the fundamental problem of the epitaxial furnace is solved. I think the root of the epitaxial furnace. The problem is still design and single day capacity problems.
That is to say, how much you can produce each time, and this epitaxial furnace design must break through the current design, because this epitaxial furnace design has been developed for 30 years, and there is no future. I personally think that there is no future. This H1 is the same. Of course, H1 must hold his position. It can't be said that it is not good to bring together four machines. It turns out that I am 50 pieces, and now I have 200 pieces together. Excuse me, you use 200 people to make 200 pieces, or 50 pieces, no increase, just a number game. Then add another automatic robot to get it, maybe it will be faster, but you have additional costs. Just like I am developing today, it is equivalent to taking a takeaway. It turns out to be a bicycle. Now I have changed a BMW, but your business is still the same. You can still make a thousand dollars for one thing. You can’t say that you use an automatic one. The machine can sell 1200 yuan. No, of course, the automaton is very good, I think the Chinese can't do it. But Chinese girls are very cheap for 2000 and a few hundred dollars. Why do I spend $1.5 million to buy an automatic arm instead of our employees? Right? We can also solve the labor problem.
This is a more complicated problem. It is not clear at once. Of course, your cost is getting lower and lower, and the price is getting cheaper. If your equipment is more and more complicated, the automation will be higher and higher. It is not cost-effective, it depends on you. Because you are taking a takeaway, you buy a BMW and you will lose money forever. Of course, catching a motorcycle is definitely good.
Reporter: What is the sapphire equipment now?
Mr. Li: Today this meeting should be our first announcement. Sapphire has a department to do equipment, and this department has set up a company, and there is a piece of equipment. This equipment has already completed all the preparation work, that is Now that we have our own epitaxial furnace in the debugging process, of course, the process debugging is finished, just like flying a plane, we must fly by ourselves, can we fly off, so we hope that next year, the semiconductor lighting forum, we I can show you the epitaxial furnace of my first generation A380, that is the most important thing.
Reporter: The world lighting market has just started, but domestic companies have invested in it, setting off a hot investment. Just now you said that MOCVD has a certain market capacity at this stage. If it exceeds this capacity, it will be surplus. What do you think?
Mr. Li: It’s not overcapacity. Now it’s oversupplied. Don’t say it, or my chip won’t rise. Raw materials are rising in price, and the chip may be in short supply in a certain sense. This is not the same as doing MOCVD. The key purpose is whether your demand is growing according to your expectations. Give you an example, LED TV It is the hottest and most talked about. I would like to ask you a question, which chip manufacturer in China has used the product inside the TV set, no, including me. That means there is no market at all.
The second foreign chip, now the TV in the hypermarket, the most publicly sold TV sets? To give you an example, the US unemployment rate is 9.5%, 30% of all houses are insolvent, he will Buying an LED TV at home? Impossible, domestic real estate pressure is so fierce, everyone does not buy a house, do not buy a house, who buys a TV set? That is, rigid demand does not come up. Of course, there was a big demand in the early stage. I am sorry that it is all over the distribution. How many LEDs are there in China? Three million parts can’t run away. Now I’m back to a LED company. He’s now all employees, I’m now I can tell you that the LEDTV factory is now full of employees.
The new capacity is now due to the sale of the TV set to form a continuous and stable demand, but this is more optimistic, now the TV factory has some LEDs have been sold, so I think the penetration rate is not 30% It is a 100% problem. Because the Chinese buy a TV set and ask whether the TV is new or old, so the salesman tells you that this LED is new. Is there anything good? If you can't see it, saving electricity is the result.
But I don't want to catch that kind of fashion now, I am sorry that I just bought a TV set three months ago, not LED, because it is not LED can buy a little bigger. The 30-inch LED is very valuable, and the TV can buy 40-inch, so I think the 40-inch is better. But next year, you may not see a TV that is not LED. That is because the TV airport has no way but can only do it. Therefore, this demand will grow next year, but whether we can eat all of our increased production capacity depends on semiconductor lighting, but if semiconductor lighting does not work, then I tell you that the short supply is not an approximation, it is a positive thing.
Reporter: Domestic display companies, is the domestic MOCVD will increase, then how about Blu-ray in the display market?
Mr. Li: We don't do the display, because at present our production capacity is still relatively small. It should be said that the display market is not our market, so I can't answer your question.
Reporter: What plans does Sapphire plan for next year?
Mr. Li: I can only talk about publicity in planning. I can't speak without publicity. Sapphire does not have any major plans at present because our main investment is in glory, because the government of glory has already announced, and I am talking about the announcement. As for the progress of the installation, I also talked about our own market understanding, including our own progress on the epitaxial furnace. Therefore, there are great uncertainties. Other aspects, if they are not open, cannot be said.
Not yet Anhui investment? Anhui has no investment, Anhui website can check, it seems to do what MOCVD said, good this is equivalent to buying two MOCVD today, just listen to it, do not take it seriously.
Reporter: Online said that I invested in Chengdu last May?
Mr. Li: Chengdu should probably be mainly applied, and our chips should have passed.
Reporter: You just said your product positioning, where are the main market positioning of Sapphire products in the future? There is another question. How many pieces of mainstream equipment do you think in the next three years?
Mr. Li: Our positioning is still semiconductor lighting, because semiconductor lighting is still pursuing high efficiency and low cost. If you can do semiconductor lighting, in fact, all applications of the display can do it because it meets high efficiency, high delivery and low attenuation, and the display is high. If you lift some electronic products, the smaller the backlight, the better, so we should still be positioned in semiconductor lighting for our main market. You said a few pieces of g for the mainstream, of course, a thousand pieces of g is the best, you can ask me the first machine is a few pieces of g just fine. Our A380 is 68 pieces of g. Of course, the positioning is slightly higher than others. In fact, we are designing or planning. Anyway, there is no foreigner here. 68 pieces of g are just leading the snake out. Look at the foreigners and still move. In fact, we really push the mainstream products to the market. It is 68+. As for how much to add, it depends on how our foreign big brothers respond to our domestic machines.
Reporter: On the LED, is there any plan to go public?
Mr. Li: I have this plan, but now Huashan is on a road. Everyone is going this way. I don’t think you have a company that has an investment department in the market. We should hope that we also have a plan that can be used in one or two years. Within the capital market, it is possible to raise money. There are plans, but do it first. But it should be said that you see that my company name is not a stock company, so I have not changed the stock, there is still a period of time.
3D Printing Tungsten Part,Tungsten 3D Printer,3D Printing Tungsten,Tungsten 3D Filament
Shaanxi Xinlong Metal Electro-mechanical Co., Ltd. , https://www.cnxlalloy.com