Silan Micro 20 million increase in the funding of the US card continues to attack the high-end application market

【文/龙宗慧】 After five years of cultivation, Silan Mikale finally ushered in a turning point in performance in 2013. In 2013, the company achieved operating income of 65.29 million yuan, a year-on-year increase of 1.52 times, achieving net profit. - 4.39 million yuan, the loss was 41.45% lower than the same period last year.

On March 18, Silan Micro announced that it intends to acquire 26.67% of the equity of Hangzhou Meikale Optoelectronics Co., Ltd. held by Hangzhou Shilan Mingxin Technology Co., Ltd., a wholly-owned subsidiary, with an equity transfer price of 24 million yuan. . After the completion of the equity transfer, the company plans to increase the capital of Hangzhou Meikale Co., Ltd. by 20 million yuan. Upon completion of the capital increase, the company will hold a 40% stake in Hangzhou Meikale Optoelectronics Co., Ltd.

Chen Xiangdong, chairman of Silan Micro, said in an interview with Gaogong LED that although the annual production capacity of Meikale is not very large, the performance of its products is basically the same as that of Nichia Chemical, and even better than some indicators. Nichia.

Chen Xiangdong said that he is very optimistic about the development of Mikale in the next few years. In his view, Mecca is relying on the excellent performance of its products to accumulate reputation in the industry, and gradually open the market of major color screen manufacturers in Europe and the United States. The overall performance in 2013 has shown a rapid upward trend.

Jiang Zhongyong, the general manager of Mikale, said that the brand of Mikale has been positioned in the mid-to-high-end market from the beginning, and its competitors are mainly Nichia and Cree. "We see the market is not the same as everyone, although the LED display industry is a relatively mature market, the increase is not as strong as LED lighting. But Japan's annual color screen devices also have more than 2 billion revenues, than any domestic lighting The packaging factory has a lot of revenue."

At the same time, Jiang Zhongyong believes that the price competition between domestic packaging manufacturers has been fierce in the past few years, the price of single products is relatively low, and it is also difficult to do. However, the products of Meika are based on the products of Nichia, mainly participating in international competition. market. "Competing with international manufacturers, both profit margins and market space are great, but international manufacturers (customers) need to slowly recognize your products."

This requires the company to withstand the long process of market recognition of products and brands, especially the business conditions of the company are adversely affected by market volatility. Jiang Zhongyong believes that the overall price/performance ratio of Meica products is better than that of Nichia.

Currently, Silan Micro's products include display chips, devices and driver ICs. Among them, although the quality of Silan Mingxin's chips has been recognized by the industry, it has been losing money in the face of falling prices and relatively small scale, but Chen Xiangdong believes that if there is no chip of Silan Mingxin, everyone will not Recognize the quality of the card.

Jiang Zhongyong also said that the quality of foreign customers looking at the quality of the chip is also to consider the technical level of the chip. High-quality chips can help the establishment of the Mikale brand in the market. At the same time, with the establishment of the Mikale brand, it will also be countered. Come over to promote the development of Silan Mingxin.

In view of the future market layout of Meikale, Jiang Zhongyong said that the current Shilan Mingxin does have some chip production capacity for the lighting field, but the card is not going to span the general lighting device for the time being. The company's advantage is in the display field, the US card. Le will still stick to the field of display devices.

However, Jiang Zhongyong also said that a year ago, Meikale had added a number of high-end color screen devices for landscape lighting, and now there are already customer orders. If there is still a chance, they will pay attention to the field of car lights after 2-3 years, because the competition threshold in these fields is higher than that of ordinary lighting.

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