LED chips continue to improve, and it is expected to acquire MEMSIC and cut into the new market of 10 billion

LED chip industry leading industry, is expected to expand production in 100% in 2017, maintaining rapid growth.

Huacan Optoelectronics LED chip industry continues to maintain its leading position in the industry. It is expected to expand production by 100% in 2017 and reach 1.4 million pieces/month at the end of this year. Huacan Optoelectronics Display Chip is the leader in the segmentation industry.

At the end of 2016, the market share reached 50%, small-pitch chips continued to grow at a high speed, and the display chip is expected to expand 62.5% this year. The company's lighting chip products have core unique advantages, and have launched international advanced technology solutions such as high-voltage chips and filament chips. Maintaining the top three in China, this year is expected to expand production by 150%; the company continues to innovate and optimize the technology of backlight flip chip products, reaching the international first-class technology level, successfully entering the mainstream backlight supply chain, and gaining recognition from mainstream customers in the industry. 150%.

Through the acquisition of Blue Crystal Technology, the upstream sapphire substrate will be expanded, and the integration effect of the industrial chain will be highlighted.

In 2016, the company completed the acquisition of Blue Crystal Technology, opened up the upstream materials link, improved the midstream layout of the industry chain, and integrated chip-epitaxial sheet-materials to form a good synergy effect. Through the acquisition of Blue Crystal, the company can guarantee a cost advantage to lay a solid foundation for LED expansion in 17-18 years. Blue Crystal Technology promised to achieve 95 million yuan and 140 million yuan in 2016 and 2017 respectively. In the future, the price of sapphire will be basically stable. With the release of Blue Crystal's production capacity, the performance will continue to grow steadily.

It is expected to successfully acquire MEMSIC, cut into inertial sensors, and seize the tens of billions of markets.

Meixin Semiconductor is one of the world's largest suppliers of magnetic sensors and accelerometers. As of May 10, 2016, the shipment of MEMS sensors from Mesin has exceeded 1 billion. If the acquisition is successful, Huacan will become the leader of the domestic inertial sensor segmentation industry and seize the tens of billions of market space.

The acquisition is still awaiting review by the US Foreign Investment Committee. There is certain uncertainty, but we judge that because the new semiconductor company was founded and operated in China for 18 years, and the merger is a commercial activity, the possibility of passing the audit is high. .


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