Zhou Ming Technology (300232) a paper investment announcement will "exposure" the major agreement in the suspension of the negotiation of Qinshang Optoelectronics (002638). The two companies intend to invest in Guangdong Zhongke Hongwei Semiconductor Equipment Co., Ltd. to cut into the localization project of MOCVD. However, the abstention of a director of Chau Ming Technology has caused the above investment differences to looming. We mainly produce Fridge Thermostat, namely Ranco, Sagnomiya style, Pacific style,danfoss .style.robertshaw style,ge style.TAM style,ATEA style,E style,F2000,A2000,711,TIMER,ROOM THERMOSTAT etc. Our products are mainly used in refrigerator, home air-conditioner, car air-conditioner, freezer,watering-trough, water heater and washing machine,oven, fryer etc.96% of our products export.and sell well in Europe, America, Africa ,mid-east and other places worldwide, with VDE,CE, CQC, RoHS and ISO9001 certificates. Fridge Thermostat Fridge Thermostat,Refrigerator Thermostat,Freezer Thermostat,Refrigerator Temperature Control ZHEJIANG ICE LOONG ENVIRONMENTAL SCI-TECH CO.,LTD. , https://www.ice-loong.com
Qinshang Optoelectronics announced today that the company is negotiating with customers on the signing of major agreements. Since the agreement involves a large amount of information, the content involves sensitive information, and whether there is uncertainty in the final signing, the company's stock will be suspended today. However, the announcement disclosed by Chau Ming Technology shows that the projects to be invested by the two companies are to increase the capital of Zhongke Hongwei.
Listed company increased capital Zhongke Hongwei
Zhouming Technology announced that the company intends to use its own funds of 9.9 million yuan to increase the capital of Zhongke Hongwei. The shareholding ratio proposed after the capital increase is 7.574%. In addition, four partners who participated in the capital increase were the Institute of Semiconductors of the Chinese Academy of Sciences and Qinshang Optoelectronics. Among them, the semiconductor technology research results for 30 million yuan to increase the capital of Zhongke Hongwei, intends to hold 22.95%; Qinshang Optoelectronics intends to invest 20 million yuan, the shareholding ratio of 15.3%. Before the capital increase, Guangdong Industrial Technology Research Institute held a 100% stake in Zhongke Hongwei.
This multi-party joint capital increase is aimed at the production of MOCVD. The project will aim at MOCVD to carry out independent innovation research and development of core technologies, overcome key technical issues in MOCVD system development, and develop 48-inch 2-inch GaN-based MOCVD equipment and multi-reaction chamber tandem MOCVD equipment. Industrial production applications. The near-term goal is to achieve a mass production capacity of more than 100 sets per year, partially replacing imported equipment, occupying some markets at home and abroad, and completely changing the situation that such equipment in China is completely dependent on imports.
At present, more than 90% of the MOCVD market in the world is monopolized by AIXTRON of Germany and VEECO of the United States. At present, China's production MOCVD equipment is completely dependent on imports, and it needs to invest huge amounts of money every year to purchase such equipment, and the procurement and maintenance of spare parts exist. A lot of inconvenience.
The announcement shows that the technical source of the above projects is the Semiconductor Research Institute. The Semiconductor Research Institute has started the development of MOCVD equipment since the "Ninth Five-Year Plan" period. From the initial single-chip MOCVD equipment to multiple MOCVD equipment, MOCVD equipment has been developed for more than ten years, and has applied for many National Invention Patent.
Zhou Ming Technology said that this capital increase project has strong profitability, which is conducive to extending the company's industrial chain and enhancing the company's core competitiveness. However, when Zhou Ming Technology held the board of directors to deliberate on the above-mentioned capital increase project on December 16, it passed 7 votes in favor of 1 abstention. Due to the technical advantages of MOCVD produced by this project, it is unclear how to open up the market that is currently monopolized by two foreign giants, and whether it can bring the expected benefits to the company. Director Ma Xiugei abstained from voting on this proposal.
Domestic MOCVD into another wave of investment heat
Just at the beginning of this year, Tianlong Optoelectronics ( 300029 ) announced that the domestic MOCVD equipment has once again become a hot topic in the industry. The announcement shows that the company has signed a contract with Huasheng Optoelectronics Co., Ltd. to jointly establish a Sino-foreign joint venture company with independent legal entities in Changzhou, mainly engaged in R&D, production, sales and after-sales service of MOCVD equipment and epitaxial processes.
In recent years, more than a dozen companies or institutions in China have developed several MOCVD prototypes, such as the Institute of Semiconductors of the Chinese Academy of Sciences, the cooperation between Zhaoxin Group and Huazhong University of Science and Technology, Qingdao Jiesheng Optoelectronics and Xi'an University of Electronic Science and Technology, but in the end they all fell short. It is not possible after the launch of the prototype. In January 2010, the Zhaoxin Group's MOCVD prototype went off the assembly line, but it ended up with a disappointment.
Professor Fang Zhilie from Fudan University told Gaogong LED that the production of MOCVD equipment is not so simple, or the current market will not be monopolized by only AIXTRON and Veeco.
According to the announcement, Tianlong Optoelectronics' first phase of funding is 75 million yuan, of which the company's own funds are 60 million yuan, and other financing and application government subsidies are 15 million yuan. After the company is started, it will apply for project subsidy funds to relevant government departments at all levels.
Tianlong Optoelectronics plans to cut into the market at the end of 2012 and sell 1-2 MOCVD equipment to verify the performance of the products and establish the brand of the products. In 2013, if only 3% of the domestic market, that is, 8 MOCVD equipment sales, the industry scale will reach 100 million yuan; by 2014, 8.5% of the market, sales will exceed 450 million yuan; by 2015, If the market share increases to 15%, the industry scale exceeds 900 million yuan.
However, the person in charge of the well-known epitaxial film manufacturers in China bluntly told Gaogong LED, "I am not optimistic about this project. I will only treat such news as a joke, take project funds and the like, and many people take this concept. To deceive government resources. It is very difficult to make MOCVD. It will not be possible in China for the past two years, at least until 2013."
Esprit Aipu low-key preemptive machine
On October 20th, Xiamen Ganzhao Optoelectronics Co., Ltd. (hereinafter referred to as "Guangzhao Optoelectronics") announced the announcement. The wholly-owned subsidiary Yangzhou Ganzhao Optoelectronics Co., Ltd. purchased a MOVCD from Beijing Esprit Semiconductor Equipment Co., Ltd. This equipment is the 21st MOVCD introduced by the Yangzhou subsidiary. At present, the hardware debugging has been successfully completed. After testing, the technical indicators of the device are no less than the imported MOVCD. The equipment belongs to the quaternary system equipment, and is mainly used to produce quaternary LED red yellow light and solar cells after commissioning.
According to the announcement, the equipment was the company's early 2011. General Manager Wang Xiangwu and the company's technical team were invited to participate in the design, development and accessories of Beijing Esprit Semiconductor Equipment Co., Ltd. MOCVD. Dry Photoelectricity completed the installation of exhaust gas treatment equipment, toxic gas detection and alarm; gas secondary piping; H2 and N2 primary, final purifier and other auxiliary equipment. And in June, the first MOVCD was manufactured and the localization of MOVCD was realized.
According to an exclusive interview with Gao Guang LED reporters by senior leaders of Beijing Esprit Semiconductor Equipment Co., Ltd. (hereinafter referred to as “Espritâ€), “Chinese people will soon realize large-scale industrialization once they master key technologies. I have full confidence to realize the industrialization of domestic MOCVD."
Despite this, Esprit has always maintained a low-key style for the first mass-produced domestic MOCVD developed. “It is not advisable to render too much. It is still necessary to wait for the customer to come up with detailed test data results. We are doing things in a down-to-earth manner. In order to occupy a place in China's high-end semiconductor equipment, it can make breakthroughs in the high-end semiconductor equipment industry."
When the reporter expressed curiosity about the price of domestic MOCVD equipment, the top leader admitted that “there must be a price advantage, otherwise I would not make any sense to do MOCVD equipment. Because LED lighting is popular, the price of upstream core equipment must be The most important two factors affecting the cost of this industry are the substrate and equipment. Now the price of the substrate has been reduced, including the gallium arsenide substrate I invested in, and now the price has been reduced by at least 50. More than %. For MOCVD, the ultimate goal of Esprit is to achieve $1 million/set."
"The final fight is cost-effective, as long as the cost performance exceeds the foreign counterparts, there will be a market." Esprit is confident in the domestic MOCVD equipment. 
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