[Source: "New Industry" February issue Wen Luo Ge sister] The gradual improvement of the strength of the mainland LED industry chain, further laid the leading position of the small and medium-sized LED backlight of Jufei Optoelectronics (300303.SZ).
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“The LED chips purchased by the company mainly come from Taiwan Jingyuan Optoelectronics and Keli Optoelectronics. Now the proportion of chips using Sanan Optoelectronics is increasing.†On November 20, 2012, Yin Jinghuang, the director of Jufei Optoelectronics, told New Industry. At present, the domestic LED chip technology level and product quality are accelerating, and increasing the purchase volume of mainland domestic LED chips is conducive to further improving the cost performance of the company's products.
According to statistics, at present, Jufei Optoelectronics has a market share of nearly 30% in the LED backlight devices of domestic smart phones, and has become the largest small and medium-sized LED backlight device manufacturer in the mainland.
"Since the establishment of the company in 2005, the company has made South Korea's Samsung and Taiwan-funded enterprises a competitor. The technology has always been based on Samsung. After several years of development, the company has not lost its Taiwanese manufacturers in terms of technology and new product launch speed. Some aspects even surpass Taiwanese manufacturers." Yin Jinghuang said.
“Jufei Optoelectronics' products are cost-effective and fast in delivery, which is the key to breaking the monopoly of Korean and Taiwanese manufacturers in this field.†A senior executive of LED backlight manufacturer Dekang Technology disclosed to “New Industry†that the order was placed. Delivery, Jufei Optoelectronics often only takes three days, while Korean and Taiwanese manufacturers have to deliver at least one week. "The competition in the mobile phone market is speed. This is also an important reason why Deokeng Technology chose Jufei Optoelectronics." Yin Jinghuang revealed. Benefiting from the rapid development of the domestic smart phone and tablet market, Jufei Optoelectronics is expected to continue to increase its market share in small and medium size LED backlights.
Shareholder support
In fact, Jufei Optoelectronics successfully broke through the monopoly of Korean and Taiwanese manufacturers in the small and medium-sized LED backlight field, closely related to its strong shareholder background.
After all, Jufei Optoelectronics' competitors are South Korea's Samsung, Taiwan's Yiguang and Dongbei and other international companies.
It is reported that Xing Qibin, chairman and general manager of Jufei Optoelectronics, has worked for ZTE, and several senior executives of the company have previously served in ZTE. Changfei Investment, a holding subsidiary of ZTE Corporation, is also one of the three major shareholders of Jufei Optoelectronics.
Jufei Optoelectronics data shows that since 2005, Jufei Optoelectronics has established a development strategy for providing LED backlight devices for mid- to high-end customers. The continuous growth of ZTE's mobile phone shipments has directly benefited Jufei Optoelectronics.
According to IDC data, in the second quarter of 2012, in addition to continuing to rank fourth in global mobile phone shipments, ZTE’s smartphone rankings are even higher than the third-grade, and the top five, with 8 million global shipments. Follow Samsung, Apple, Nokia and HTC.
Through ZTE, its subsidiary ZTE Kangxun was also included in the sales system of Jufei Optoelectronics. Yin Jinghuang revealed that ZTE Kangxun is the procurement platform of ZTE, and the purchase volume is very large.
"Jufei Optoelectronics mainly supplies mobile phone button lights to ZTE Kangxun. Since its cooperation with the company in 2006, the company's product quality, delivery time and after-sales service have been recognized by ZTE Kangxun." Yin Jinghuang said that ZTE Kangxun Semi-annual procurement will be conducted in the form of online public bidding. The bidding, product quality, delivery date, after-sales service and other factors need to be considered during the bidding. After the comprehensive evaluation, the winning supplier and supply quota will be determined. Participating bidders usually include perennial suppliers such as Jufei Optoelectronics and Taiwan Everlight.
It is worth noting that another large customer of Jufei Optoelectronics, Decang Technology, is also a subsidiary of ZTE Corporation. Dekang Technology is a supplier to Truly Semiconductor and BOE, and Truly Semiconductor and BOE are the main panel suppliers of domestic mobile phones.
In fact, in the past, Deokang Technology mainly purchased LED backlight devices from South Korea's Samsung. It was not until 2008 that the purchase of Jufei Optoelectronics was gradually increased.
"Decang Technology's selection of suppliers' standards is very standard. At present, the company has become the main supplier of Deokura's backlight LED devices." Yin Jinghuang pointed out that through Decang Technology, Jufei Optoelectronics has also achieved its main customer confidence and BOE certification.
"The early development of the company really benefited from the background of the major shareholder, such as the brand influence of the major shareholder, but the development has reached a more market-oriented stage. The company's main customers are close to 200." Yin Jinghuang said that Huawei, ZTE, Lenovo, Cool domestic and other well-known smart phone manufacturers are indirect customers of the company.
According to public information, the proportion of the related transaction amount of Jufei Optoelectronics has decreased from 13.87% in 2011 to 9.96% in June 2012.
Jufei Optoelectronics said that in the future, the company will further expand non-associated customers and reduce the proportion of connected transactions.
Market volume
"By benefiting from the rapid growth of domestic smart phones, the company's business operations in the first three quarters are good, and it is expected to continue to benefit from the growth of smart phones in the future. At the same time, the ultra-bright series of small-size backlight products of the company have entered the market such as tablet PCs in batches." Yin Jinghuang Say.
In the first three quarters of this year, Jufei Optoelectronics reported that the revenue of Jufei Optoelectronics was 349 million yuan, a year-on-year increase of 32.4%, and a net profit of 69.5 million yuan, an increase of 11.6%.
According to statistics from Huaqiang Electronic Industry Research Institute, China’s mobile phone industry shipped about 900 million units in 2011, including about 5 million smartphones. In 2012 and 2013, China’s smartphone shipments will exceed 200 million units. And 400 million units.
"The price/performance ratio of LED lighting products of Jufei Optoelectronics does have an advantage." A person in charge of Taiwan Everlight said.
“Because tablet PCs are relatively thin and light, the requirements for LED backlights are similar to those of smartphones.†Yin Jinghuang revealed that manufacturers of smartphones and tablet PCs have a large overlap, and companies can use the original channels to be sure in the tablet market. To the extent that it replicates the growth path of the mobile phone market.
According to statistics from Huaqiang Electronic Industry Research Institute, China’s domestic tablet shipments will exceed 40 million units in 2012, nearly double the growth of 14 million units in 2011. It is expected that by 2013, this number will increase to 65 million units.
"According to the incremental forecast of the domestic smart phone and tablet market, the company will simultaneously expand production capacity." Yin Jinghuang also said that the current LED TV penetration rate is 70%, and the market space is still very large. Jufei Optoelectronics has sent samples to Skyworth, Hisense, Tongfang and other manufacturers in small batches. It is expected that there will be a big breakthrough in 2013.
It is reported that the main suppliers of LED TV backlights in mainland China are Ruifeng Optoelectronics, Dongshan Precision and Zhaochi. 