Senior Engineer and Product Manager of Shilan Micro, Shenzhen Conference, answering product information for customers 4.2Mm Ribbon Connector,Strip Connectors,Strip Terminal,Strip Connector YUEQING WEIMAI ELECTRONICS CO.,LTD , https://www.weimaiwafer.com
On March 5th and 7th, under the leadership of Chairman Chen Xiangdong, Silan Micro (600460.SH) held LED lighting products and application program promotion conferences in Zhongshan and Shenzhen respectively, including AC-DC switching power supply and LED. Lighting power driver IC, car charger DC-DC, intelligent power module IPM and power devices.
This is the opening action of Silan Micro in 2014 to strengthen the LED driver IC business.
In an exclusive interview with Gaogong LED, Chen Xiangdong said that Silan's business philosophy is different from other manufacturers. "I think that as long as the industry is scaled up with capital, it will eventually fall into a price war. In the end, companies that have no profit will have great pressure to survive." It is precisely because Chen Xiangdong insisted that Shilan take the "technical" route, so in recent years. The development is not so smooth.
According to the company's public financial data, in 2012, Silan's operating income was 1.349 billion yuan, down 12.74% from the same period in 2011. Net profit was about -47.47 million yuan, down -137.54% from the same period in 2011. In 2013, Silan Micro's performance showed signs of improvement. Relevant data showed that Silan achieved revenue of 1.168 billion yuan and net profit of 35.252 million in the first three quarters.
Silan Micro's 2013 annual results forecast, it is estimated that the net profit attributable to shareholders of listed companies will increase by 500%-550% compared with the same period of last year, especially LED lighting power drive circuit, power module (IPM), IGBT and other power devices The launch of the company, as well as the integration of Silan and the capacity utilization of Silan Mingxin, has effectively improved profitability.
Chen Xiangdong said that the "technical route" made Shilan slightly thicker. From the device manufacturers, the production line costs are mostly in the billions of dollars, and a production line is invested at least 2 billion yuan. Especially in the context of the continued increase in the market share of semiconductor foundry in Taiwan, represented by TSMC, almost all manufacturers in the mainland have thrown away their own production lines, and only Shilanwei insisted not to give up. In Chen Xiangdong's view, the comprehensive advantages of Silan Micro's own production line have begun to appear.
Silan Micro once said to "water crocodile", the previous MOS tube shipments are large, involved in LED driver IC, the cost advantage is obvious. In particular, the production capacity of the Shilan Chengdu manufacturing plant has been further supplemented.
In Chen Xiangdong's view, if Silan Micro participates in the “price war†with current production capacity, it is difficult for other manufacturers to match it. At present, the price of a single IC product on the market ranges from 0.1 yuan to 1 yuan. The reason for this situation is that the size of the production capacity of various IC manufacturers is caused by the same quality. 
Zhang Hongbiao, director of the High-tech LED Industry Research Institute (GLII), said that according to the development speed of the LED lighting market in the next few years, the LED driver IC market will still maintain a high growth rate of two to three years. It is estimated that the sales of LED driver IC industry in mainland China will increase by about 50% in 2014, and product shipments should maintain an 80% growth rate. 
Shi Lanwei, Chairman of the Board of Directors, delivered a speech on the semiconductor road of Silan Microelectronics
Chen Xiangdong said that Silan Micro has maintained a chip design and development team of more than 300 people, and the products adhere to the high-end line. He hopes to create the concept of "IC supermarket" and combine the advantages of Silan Micro in MOS tubes and discrete devices to provide one-stop service for power supply manufacturers.
The LED driver IC solutions launched by Silan Micro include isolation and non-isolation. They are mainly aimed at the current mainstream spotlights, bulbs, fluorescent lamps and other light source products. The solution is based on low cost, with built-in MOS. Less peripheral components, simple structure, high PF. In addition, the product provides more accurate constant current control by using fixed on-time control and bottom-opening technology.
Years ago, Shilan Wei’s secret secretary Chen Yue revealed that in 2013, Silan’s micro LED power driver IC revenue was tens of millions. In 2014, it will strive to achieve a market share of 10%-15%, and the market will be 3-5 years in the future. The share is expected to reach 30%.
According to Chen Yue’s data, if a LED bulb uses a lighting driver IC, according to the previous forecast of the overall LED lighting product shipments of 1.32 billion in 2014, Silan Micro expects that the LED driver IC will be shipped in 2014. 200 million, will reach 400 million in the next 3-5 years, so it basically meets the predicted market share.
In addition to the huge opportunities in the LED driver IC market, in the strategic layout of Chen Xiangdong, packaging and chips are also two pieces to improve the company's industrial chain layout.
“Since the annual production is not very large, the production capacity of LAMP and SMD is only 30kk/month, 60kk/month, but now many product indicators are flat or even surpassing Nichia, and the reputation in the industry is gradually accumulating. Up, the market of major color screen manufacturers in Europe and the United States has been opened, and the overall performance in 2013 has shown a rapid upward trend. The development trend of the company in the next few years is very promising." Chen Xiangdong said that the quality of the chip of Silan Mingxin is also obvious to all. Without the chip of Silan Mingxin, the customer will not believe the quality of the card.
Chen Xiangdong's confidence comes from the fact that Shilan Mingxin's output is gradually rising, and will soon get rid of the loss. At present, it has intention to purchase new machines. 
Open spring to grab the LED driver IC market Silan micro-complementing industrial chain
[Text / high-tech LED reporter Long Zonghui] The trend of the mainland LED lighting driver IC market to enter the market has become more and more obvious.