On December 22, 2010, GCL Optoelectronics Technology Holdings Co., Ltd. and Yancheng Economic Development Zone held a signing ceremony for LED epitaxial wafers and chip investment in Suzhou. It is understood that the total investment of the project is 2 billion US dollars, of which the first phase investment is 400 million US dollars and the registered capital is 120 million US dollars.
Gaogong LED reporter learned from relevant channels that during the project period in 2011, GCL will allocate more than 200 MOCVDs in Zhangjiagang, Yancheng, Wuzhong and Wujiang. If the project is cashed, then the production capacity of GCL will exceed that of Sanan Optoelectronics, and it will steal the throne of the largest LED epitaxial chip in China.
The parent company GCL Group is strong
GCL Group was founded in 1990. After 20 years of development, it has become a world-class environmental energy and new energy developer, operator, product and technology supplier, forming an environmentally friendly energy, new energy silicon material industry chain, new energy. Equipment manufacturing is a new energy enterprise that is mainly engaged in business. At present, the GCL Group owns 8 silicon material companies including Jiangsu Zhongneng, which is currently the first in Asia and the third largest in the world, and expands to the solar photovoltaic application market based on silicon material production. It has formed a related industrial structure from the manufacture of polysilicon and silicon wafers to the development and construction of solar photovoltaic power plants; it has 30 environmentally-friendly power companies with a total installed capacity of nearly 5,000 MW; it has direct real estate development enterprises, and its main business is located in Jiangsu, Shanghai and Inner Mongolia. In addition, GCL Group also has energy logistics, coal resources and other sectors to support and promote the development of the Group's main business.
In the first half of 2010, the Group's silicon materials business, including polysilicon and wafers, developed rapidly, achieving a turnover of 3.648 billion Hong Kong dollars, an increase of 188.2% from HK$1,266 million in the same period in 2009, accounting for 63.0% of the Group's total turnover; After-profits were HK$769 million, an increase of 92.3% from HK$40 million in the same period in 2009, accounting for 88.3% of the Group's total after-tax profit.
The Group currently owns a Hong Kong-listed company, Poly GCL Energy Holdings Limited ("GCL-German", stock code: 3800.HK), and was successfully selected as one of the most innovative Chinese companies in Fortune 2010. One of the 25 Chinese companies.
In 2011, the group will enter the LED manufacturing industry
At the GCL-Poly Ventilation Conference held recently, the CEO of GCL-Poly Energy Holdings Co., Ltd. revealed that GCL Group will enter real estate, LED manufacturing and energy storage batteries in 2011.
GCL Group said that it will expand its business line to a number of new industries such as real estate, LED and energy storage batteries on the basis of continuing to maintain its market position in the traditional energy and polysilicon sectors, with the intention of replicating the polysilicon industry. The global leader's success model.
GCL Group wants to form a cooperative alliance with Taiwanese manufacturers
On May 22, 2010, the power crystal semiconductor industrial park and Jingwang Optoelectronics LED chip project with a total investment of 4.2 billion US dollars started in Xuzhou. The project will build 100 MOCVD blue LED wafer production lines and 8-inch, 12-inch wafer production lines. Among them, the first phase of the project invested 1 billion US dollars, with a registered capital of 99.8 million US dollars.
Huang Chongren, chairman of Powerchip Group, said in an interview: "We hope that there will be several cooperative factories in Xuzhou, including Zhongneng, together to form a whole one of the LED projects. There should be There are quite a few opportunities.†Huang mentioned that Zhongneng is one of the holding companies of GCL Group in Xuzhou, Jiangsu Zhongneng. Prior to this, GCL and Powerchip had already cooperated in polysilicon.
On December 8, 2010, according to Taiwan's "Economic Daily" report, following the "Taiwan Jiangsu Week" in 2009, Cao Xinping, secretary of the Xuzhou Municipal Party Committee of Jiangsu Province, once again led a delegation to Taiwan. Cao Xinping's trip was invited to participate in the "2010 Taiwan-Suzhou Photovoltaic Photovoltaic Industry Cooperation Seminar", accompanied by Zhu Gongshan, chairman of GCL Group. On the one hand, Zhu’s trip was to unveil the group’s office in Taiwan. On the other hand, he met with Guo Taiming, chairman of Taiwan’s Hon Hai Group. According to relevant sources, the two sides exchanged views on LED cooperation.
Aixtron has seized more than 400 MOCVD orders in a single shot
On December 26, 2010, according to foreign media reports, a Chinese LED manufacturer has ordered 400 to 500 MOCVD equipment from Aixtron. On the same day, Aixtron's share price rose by 1.89 euros (up 7.6%). To 26.84 euros. At the same time, Aixtron's only competitor, VEECO, also rose 5% on the day.
Then Aixtron spokesperson Guido Pickert said that the company is still not fully clear about how to implement LED technology including MOCVD equipment in China, so Guido Pickert declined to comment on the matter and did not disclose the name of the Chinese company. .
According to the current Aixtron mainstream 56-piece machine price, the MOCVD value of 400 to 500 units is about 1 billion US dollars, and the investment in the latter chip processing equipment is close to the MOCVD investment amount. Therefore, the order of Aixtron is likely to come from GCL. photoelectric.
960 sapphire crystal growth furnaces are sufficient to ensure substrate supply
On September 28, 2010, the Gengxin Optoelectronics Technology Suining Sapphire Project with a total investment of 3 billion yuan was held at the Suining Economic Development Zone. According to the plan of GCL Solar Technology Suining Sapphire Project, the total investment is 3 billion yuan, of which the first phase investment is 1 billion yuan, and 500 new sapphire crystal growth furnaces are built to build an annual output of 10 million pieces of 2-4 inch LED sapphire substrate. After the completion of all investment, the annual production capacity will reach 10 million pieces.
On October 25, 2010, GCL Optoelectronics announced another land sapphire project with a total investment of more than 600 million yuan in Xuzhou. According to the reporter, the Xuzhou project will form an annual output of 4.2 million LED sapphire single crystal substrates.
According to the current production capacity of 56 mainstream Aixtron machines, the annual production capacity of the two sapphire substrate projects of GCL Optoelectronics is 24.2 million pieces, and the corresponding number of machines is about 400-500. This is compared with the previous report on MOCVD. It coincides.
Gaogong LED reporter learned from relevant channels that during the project period in 2011, GCL will allocate more than 200 MOCVDs in Zhangjiagang, Yancheng, Wuzhong and Wujiang. If the project is cashed, then the production capacity of GCL will exceed that of Sanan Optoelectronics, and it will steal the throne of the largest LED epitaxial chip in China.
The parent company GCL Group is strong
GCL Group was founded in 1990. After 20 years of development, it has become a world-class environmental energy and new energy developer, operator, product and technology supplier, forming an environmentally friendly energy, new energy silicon material industry chain, new energy. Equipment manufacturing is a new energy enterprise that is mainly engaged in business. At present, the GCL Group owns 8 silicon material companies including Jiangsu Zhongneng, which is currently the first in Asia and the third largest in the world, and expands to the solar photovoltaic application market based on silicon material production. It has formed a related industrial structure from the manufacture of polysilicon and silicon wafers to the development and construction of solar photovoltaic power plants; it has 30 environmentally-friendly power companies with a total installed capacity of nearly 5,000 MW; it has direct real estate development enterprises, and its main business is located in Jiangsu, Shanghai and Inner Mongolia. In addition, GCL Group also has energy logistics, coal resources and other sectors to support and promote the development of the Group's main business.
In the first half of 2010, the Group's silicon materials business, including polysilicon and wafers, developed rapidly, achieving a turnover of 3.648 billion Hong Kong dollars, an increase of 188.2% from HK$1,266 million in the same period in 2009, accounting for 63.0% of the Group's total turnover; After-profits were HK$769 million, an increase of 92.3% from HK$40 million in the same period in 2009, accounting for 88.3% of the Group's total after-tax profit.
The Group currently owns a Hong Kong-listed company, Poly GCL Energy Holdings Limited ("GCL-German", stock code: 3800.HK), and was successfully selected as one of the most innovative Chinese companies in Fortune 2010. One of the 25 Chinese companies.
In 2011, the group will enter the LED manufacturing industry
At the GCL-Poly Ventilation Conference held recently, the CEO of GCL-Poly Energy Holdings Co., Ltd. revealed that GCL Group will enter real estate, LED manufacturing and energy storage batteries in 2011.
GCL Group said that it will expand its business line to a number of new industries such as real estate, LED and energy storage batteries on the basis of continuing to maintain its market position in the traditional energy and polysilicon sectors, with the intention of replicating the polysilicon industry. The global leader's success model.
GCL Group wants to form a cooperative alliance with Taiwanese manufacturers
On May 22, 2010, the power crystal semiconductor industrial park and Jingwang Optoelectronics LED chip project with a total investment of 4.2 billion US dollars started in Xuzhou. The project will build 100 MOCVD blue LED wafer production lines and 8-inch, 12-inch wafer production lines. Among them, the first phase of the project invested 1 billion US dollars, with a registered capital of 99.8 million US dollars.
Huang Chongren, chairman of Powerchip Group, said in an interview: "We hope that there will be several cooperative factories in Xuzhou, including Zhongneng, together to form a whole one of the LED projects. There should be There are quite a few opportunities.†Huang mentioned that Zhongneng is one of the holding companies of GCL Group in Xuzhou, Jiangsu Zhongneng. Prior to this, GCL and Powerchip had already cooperated in polysilicon.
On December 8, 2010, according to Taiwan's "Economic Daily" report, following the "Taiwan Jiangsu Week" in 2009, Cao Xinping, secretary of the Xuzhou Municipal Party Committee of Jiangsu Province, once again led a delegation to Taiwan. Cao Xinping's trip was invited to participate in the "2010 Taiwan-Suzhou Photovoltaic Photovoltaic Industry Cooperation Seminar", accompanied by Zhu Gongshan, chairman of GCL Group. On the one hand, Zhu’s trip was to unveil the group’s office in Taiwan. On the other hand, he met with Guo Taiming, chairman of Taiwan’s Hon Hai Group. According to relevant sources, the two sides exchanged views on LED cooperation.
Aixtron has seized more than 400 MOCVD orders in a single shot
On December 26, 2010, according to foreign media reports, a Chinese LED manufacturer has ordered 400 to 500 MOCVD equipment from Aixtron. On the same day, Aixtron's share price rose by 1.89 euros (up 7.6%). To 26.84 euros. At the same time, Aixtron's only competitor, VEECO, also rose 5% on the day.
Then Aixtron spokesperson Guido Pickert said that the company is still not fully clear about how to implement LED technology including MOCVD equipment in China, so Guido Pickert declined to comment on the matter and did not disclose the name of the Chinese company. .
According to the current Aixtron mainstream 56-piece machine price, the MOCVD value of 400 to 500 units is about 1 billion US dollars, and the investment in the latter chip processing equipment is close to the MOCVD investment amount. Therefore, the order of Aixtron is likely to come from GCL. photoelectric.
960 sapphire crystal growth furnaces are sufficient to ensure substrate supply
On September 28, 2010, the Gengxin Optoelectronics Technology Suining Sapphire Project with a total investment of 3 billion yuan was held at the Suining Economic Development Zone. According to the plan of GCL Solar Technology Suining Sapphire Project, the total investment is 3 billion yuan, of which the first phase investment is 1 billion yuan, and 500 new sapphire crystal growth furnaces are built to build an annual output of 10 million pieces of 2-4 inch LED sapphire substrate. After the completion of all investment, the annual production capacity will reach 10 million pieces.
On October 25, 2010, GCL Optoelectronics announced another land sapphire project with a total investment of more than 600 million yuan in Xuzhou. According to the reporter, the Xuzhou project will form an annual output of 4.2 million LED sapphire single crystal substrates.
According to the current production capacity of 56 mainstream Aixtron machines, the annual production capacity of the two sapphire substrate projects of GCL Optoelectronics is 24.2 million pieces, and the corresponding number of machines is about 400-500. This is compared with the previous report on MOCVD. It coincides.
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