Silan micro LED business high growth multiple technology layout future

LED business into the fast lane <br> <br> Silan LED business company mainly includes an LED chip and an LED package device. On the chip side, the company has 20 MOCVD equipments, and the epitaxial wafers produced are all self-contained. At the same time, the company will purchase some epitaxial wafers according to production needs. The company's chip customers are mainly LED screen manufacturers, mainly used in the production of LED full color screen products. The packaged device is produced by the subsidiary Meikale, which is mainly used for LED screen applications and a small part for LED lighting products.

At present, the chips and packaged devices for LED high-end display screens are still dominated by international companies such as Nichia and Cree, and the import substitution space is large. With the release of the company's LED chip and packaged device capacity, related products are expected to continue the previous high growth trend. At the same time, LED lighting power products related to LEDs in the company's semiconductor business have grown significantly. This series of products are mainly used in LED lighting. The downstream customers include Osram, Sunlight, NVC Lighting and other lighting manufacturers. With the rise of China's LED general lighting market, it is expected that the company's LED drive power products will also usher in a peak period of growth. On the whole, the company's LED-related business growth will continue to remain at a high level, and become a new performance growth point outside the company's traditional semiconductor business.

The company's semiconductor business <br> <br> steady growth of the company's semiconductor business, including integrated circuits and discrete devices, in the main business revenue accounted for nearly 80%. The company adopts IDM's business model, namely design and manufacturing integration. Although this model is more expensive than fabless, it can respond quickly to product production due to self-built fabs, and is not limited by the wafer manufacturer's production schedule. Moreover, the self-built fab enables the company to arrange trial production of the research products according to its own research and development needs, and also protects some of the company's cutting-edge technologies while improving R&D efficiency.

In terms of manufacturing, the company has one 5-inch and 6-inch lines, which can reach an annual production capacity of 180,000 pieces, and is mainly responsible for the production of the company's analog products. At the same time, an 8-inch line is under construction and is expected to be completed in the next 2-3 years. By then, the company's semiconductor manufacturing capacity will be further enhanced. The company has a wide range of products, including sensors, power drives, radio frequency and other popular products in the market. Applications range from consumer electronics to industrial control. In the context of China's industrial information technology and the replacement of integrated circuits, the company's semiconductor business. It will continue to continue the steady development before.

A variety of technical reserves layout <br> <br> industry's future in research and development company has always maintained close communication with our customers, related technologies possible future market demands involved in R & D investment, technology covers including automotive electronics, LED, networking, Hotspots such as wearable and security monitoring. The advanced technology reserves help the company to cut into the product supply chain and establish a good customer relationship when the emerging products enter the introduction period. Once the products are recognized by the market and enter the rapid growth stage, the company can rely on the technical starter. Benefits and a solid customer base are among the major suppliers of product components, sharing the lucrative benefits of the rapid growth of emerging products.

Silan Micro has adhered to IDM's development model in the semiconductor industry, using the advantages of self-built fabs to ensure the company's production and R&D efficiency, thereby enhancing the added value of the company's products through differentiated development. At the same time, with the release of the company's LED chip and packaged devices and the LED driver power demand brought by the rapid growth of the LED lighting market, the company's LED business has entered the fast track of development and will continue to maintain high growth, and become the main growth of the company's performance. One of the driving forces.

Memory FIFO

Shenzhen Kaixuanye Technology Co., Ltd. , https://www.iconlinekxys.com

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