Industry insiders broke the news that this year, in addition to a few manufacturers of high-margin equipment sales, the LED equipment industry has a lot of financial problems, and other companies have experienced different levels of financial problems, and urgently need financing to tide over the difficulties.
Although the overall equipment demand is not very strong, the competition is very intense. According to the statistics of the High-tech LED Industry Research Institute (GLII), there are about 40 manufacturers of light-splitting and tape-splitting devices in the packaged back-end equipment, of which there are more than 10 enterprises on the scale, and they are involved in the packaging of the front-end equipment, solid crystal machines, and wire bonding. There are only a total of more than 10 companies in the machine. Even the small market segment of laboratory testing equipment is involved in about 10 companies.
Relatively fixed market share, the huge number of domestically produced equipment manufacturers let the industry return to the old road of price war. The selling point of domestic equipment has become a low price. For packaging equipment, no one is 30 less than ASM, and the premise of selling is to provide the same performance as ASM.
According to the 2013 interim report released by ASM, its revenue is 4.976 billion Hong Kong dollars, and the gross profit is 1.445 billion Hong Kong dollars. The gross profit margin is close to 30. If the domestic equipment is 30 less than them, it is almost equal to no gross profit. In this case, it is still annual. Guaranteed at least two technical upgrades and continuous development of new models.
Deng Suimin also said that from the current market demand, the capacity of the packaged equipment enterprises that have been invested is far greater than the market demand. Because the continuous use of equipment has a certain depreciation cycle, it can only be eliminated after new technologies and new technologies come out.
Such a financial report may be good in the equipment industry. We and ASM are not at the starting line. They have been doing it for decades, and we have only been doing it for a few years. It is really difficult to keep up with their performance. A deputy general manager of a factory in Shenzhen told reporters that most of the low prices in China rely on materials and labor, but if you want to ensure that many things can not be saved, you must buy imported, especially the core components. To save costs, we can only work hard on the module. If you buy a whole module, you may need tens of thousands of pieces. However, if you buy materials and come back to R&D, the cost may be as few as a few thousand. But these are all developed by technicians. The cost will not come to the final point and return to the technical gap.
Deng Sui-min also said that there are still some gaps in the domestic equipment of new equipment, but the gap between the old equipment has become smaller and smaller. The equipment industry is finally looking at the strength of the competition, the current LED and semiconductor situation, the beginning of the development is very slow, slowly grow to the outbreak, after 1-2 years began to shuffle, and finally stabilized, the elimination must be those without technology Just rely on plagiarized companies.
Although everyone is talking about technology, but in the industry, it seems that everyone is still fighting for the price and payment method. It is said that the price of the packaging equipment in Zhongshan has been heated up, and there are already zero-profit shipments of the factory and even payment in installments.
The above-mentioned deputy general manager of a Shenzhen equipment manufacturer hated this phenomenon. He said that the installment payment was acceptable when the package was hot in the past few years. After all, after the equipment was acquired, the packaging factory could immediately create value, and the payment was not a problem. But now the packaging industry is very sluggish, and the arrears of suppliers are very serious, and it is difficult to guarantee the payment of our equipment factory in installments. But now that market habits have been formed and it is impossible to reverse it, the equipment factory now has a big problem in the general capital chain.
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