聚燦光電(300708.SZ)擬投資35億元擴產LED芯片
格隆匯 9 月 4日丨聚燦光電(300708.SZ)公佈,宿遷經濟技術開發區管理委員會(以下簡稱"甲方")與公司,就公司在其轄區的項目投資、建設和經營等相關事宜於近日簽訂《宿遷經濟技術開發區工業項目進區投資合同書》。
公司擬投資約35億元建設聚燦光電擴產項目,主要產品為Mini/Micro LED氮化鎵、砷化鎵芯片,用地位於公司現有廠區內南部及廠區西南側新增43畝工業用地,於2020年第四季度陸續投入使用。
公司產品位於LED產業鏈上游,技術門檻和附加值均較高。公司的主要產品為GaN基高亮度藍光LED芯片及外延片,公司所生產的高亮度藍光LED芯片經下游封裝後可廣泛應用於照明及背光源等中高端應用領域。
隨着技術進步、應用領域的不斷擴大、市場規模以及行業滲透率的不斷提高,國內LED芯片行業整體呈現增長趨勢,行業集中度逐步提高,LED芯片高端新興應用的市場規模快速提高。為順應行業發展趨勢以及行業競爭環境的新態勢,公司在已有產業佈局的基礎上,亟需進一步加強新興高端應用領域的高光效LED芯片的產業佈局,鞏固並擴大市場份額,提升公司核心產品的技術水平,提高公司的市場地位,同時持續跟進產業技術發展方向,完善公司的產品結構,確保公司持續、快速、健康發展,增強公司盈利能力,提升上市公司質量,進而實現企業價值和股東利益最大化。
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