On May 23, Aoyang Shunchang (002245.SZ) said in an investigation by the agency that the company's LED project has a total of 30 MOCVD equipment in the first phase. Now 18 equipments are in place, 15 of which are in mass production. The LED project is over halfway.
Wu Xiangyang, the representative of Aoyang Shunchang, said in March this year that only five sets of equipment were fully produced, and five other equipments were being commissioned. The company has already mass-produced 15 sets of equipment. Based on the monthly production capacity of 5,000 pieces per device (calculated by 2 inch epitaxial wafers), the company's current chip production capacity will reach 75,000 pieces per month.
Aoyang Shunchang said that the company's LED epitaxial wafers and chips are in the upstream of the LED industry, and the entry into the technology and capital threshold is relatively high in the downstream packaging applications. The overall supply and demand situation in the industry is now good, and downstream demand is optimistic.
In terms of supply, the company also began to bind customers downstream. The company announced on the evening of the 21st that the company signed a "strategic cooperation agreement" with Mulinsen Co., Ltd., the agreement will be in the market information, product development, technical support and product supply. In terms of strategic cooperation, Mulinsen will continue to purchase LED chips from Huai'an Optoelectronics, with a total amount of not less than RMB 400 million in two years.
It is worth noting that Mulinsen is a leading company in the field of LED packaging. The main domestic LED chip buyers, with the continuous delivery and commissioning of the holding subsidiary Huai'an Optoelectronics LED core equipment, LED chip production will continue to increase, and signed with Mulinsen After the agreement, it will provide a good guarantee for the future sales of Huai'an Optoelectronic LED chips.
Wu Xiangyang, the representative of Aoyang Shunchang, said in March this year that only five sets of equipment were fully produced, and five other equipments were being commissioned. The company has already mass-produced 15 sets of equipment. Based on the monthly production capacity of 5,000 pieces per device (calculated by 2 inch epitaxial wafers), the company's current chip production capacity will reach 75,000 pieces per month.
Aoyang Shunchang said that the company's LED epitaxial wafers and chips are in the upstream of the LED industry, and the entry into the technology and capital threshold is relatively high in the downstream packaging applications. The overall supply and demand situation in the industry is now good, and downstream demand is optimistic.
In terms of supply, the company also began to bind customers downstream. The company announced on the evening of the 21st that the company signed a "strategic cooperation agreement" with Mulinsen Co., Ltd., the agreement will be in the market information, product development, technical support and product supply. In terms of strategic cooperation, Mulinsen will continue to purchase LED chips from Huai'an Optoelectronics, with a total amount of not less than RMB 400 million in two years.
It is worth noting that Mulinsen is a leading company in the field of LED packaging. The main domestic LED chip buyers, with the continuous delivery and commissioning of the holding subsidiary Huai'an Optoelectronics LED core equipment, LED chip production will continue to increase, and signed with Mulinsen After the agreement, it will provide a good guarantee for the future sales of Huai'an Optoelectronic LED chips.
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