Semiconductor concept I believe that we are no strangers to the manager of Cai as well as many institutional investors are very optimistic, the most optimistic is still the manager of Cai. Semiconductor in the three Ann photoelectric, in fact, is our domestic in the field of photoelectricity in the leading position, and there are a lot of people have been concerned about, the following I come to the specific study of this stock is worth investing in.
When I have not yet begun to analyze the three Ann photoelectric, I want to give you a list of leading stocks in the optical optoelectronics industry, click on the link below to be able to receive: treasure information! Optical photonics industry leading stocks a column table
A, from the company's point of view
Company Profile: Sanan Optoelectronics Co., Ltd. focuses on the research and development and application of compound semiconductor materials to gallium arsenide, gallium nitride, silicon carbide, indium phosphide, aluminum nitride, sapphire and other semiconductor New materials involved in the epitaxial wafer, chip as the core business. The company is a post-doctoral workstation and a national enterprise technology center assessed by the Ministry of Personnel of the State, the company has been awarded the first prize of the National Science and Technology Progress Award, the second prize and many other awards. The company has been recognized by the Ministry of Science and Technology and the Ministry of Information Industry as a "leading enterprise of semiconductor lighting project". The company now has MOCVD equipment capacity scale ranks first in China. After a brief introduction to the three Ann photoelectric to everyone, the following we start from the three Ann photoelectric advantages to analyze, to see if it is still worth investing in.
Highlight 1: LED chip leader, accelerate the layout of the compound semiconductor
Sanan Optoelectronics this enterprise is the world's leading LED chip enterprises, through years of efforts and development, the formation of a full category complete layout. The company has a very strong advantage in the LED industry, the revenue realized in 2020 was 8.454 billion yuan, generating a year-on-year growth of 13.32%, compared with the second place Epistar photoelectric is more than double the lead.
In 2014 the company's figure in the field of compound semiconductors, mainly third-generation semiconductors, and now successfully laid out gallium nitride, gallium arsenide, silicon nitride, and other compound semiconductors. Its compound semiconductor platform-Sanan integration revenue has grown rapidly from 25.94 million yuan in 2017 to 974 million yuan in 2020. With the company's layout of the continued, rapid, compound semiconductor is expected to make the company's performance to another level.
Highlight 2: Mini LED demand increases, the company continues to benefit
Samsung, LG, TCL, millet and other companies have launched Mini LED backlit TV, Apple launched with Mini-LED backlit iPad Pro products, Mini LED or ushered in the large-scale application. In Mini LED, the company is in the industry's leading level, has become the primary supplier of samsung and realize batch supply. In addition, Hubei Sanan Mini / Micro display chip industrialization project part of the production capacity has been put into operation, with the release of production capacity to further increase, the company will be in the scale of revenue and profitability are to achieve continuous improvement and perfection.
Because of space constraints, if you want to know more about the three Ann photoelectric depth of the report and risk alerts, I have been organized in this research report, you can immediately click to view: in-depth research report on the three Ann photoelectric review, it is recommended to collect!
Two, from the industry point of view
The 14th Five-Year Plan mentions to support artificial intelligence, quantum information, integrated circuits and other projects, no need to doubt that this is good for the company. In recent years, the United States has continued to join forces with other countries to carry out high-tech blockade of China, strict restrictions on the export of equipment and technology to China, so the domestic market in the localization of semiconductor technology demand continues to increase, but also on the other hand, to promote the development of the whole industry chain of semiconductors in the country. In addition, since 2020, the industry's demand has become increasingly strong, the industry is going through the trough ushered in a new boom cycle, at the same time, Mini LED accelerated penetration, the industry will usher in the development of the spring in the next few years, three Ann photoelectric as the first echelon of the LED chip, the rapid development.
In summary, three Ann photoelectric company is a strong company, superimposed on the rapid development of the industry, there is room for further upward movement.
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