Guangdong Dehao Runda Electric Co., Ltd. (hereinafter referred to as “Dehao Runda”), headquartered in Zhuhai, currently has three major industries, LED photoelectric, small household appliances and new energy industries, including bread machines, electric ovens and coffee machines worldwide. Market share is the first. The "bread machine king" of Feng Fengyun, who is the chairman of Dehao Runda, now leads Dehao Runda to battle LED. According to the original words of Liu Xudong, general manager of the LED lighting business unit, “Dehao Runda will follow the consistent style and do the best.”

Participation, mergers and acquisitions, integration, additional issuance, vertical and horizontal layout of the entire industrial chain, expansion of production capacity, LED storm triggered by Dehao Runda is quietly struck.


Integrated storm

In the conversation with Liu Xudong, the word “integration” appeared the most frequently, “industrial chain integration”, “vertical horizontal integration”, “resource integration”, “all-round integration” and “differentiated integration”.

“The strategic goals for 2011 are overall integration, including technical, human resources and cross-management integration,” said Liu Xudong.

It’s always hard to calm down before the storm. Let’s first take a look at the signals from Dehao Runda before the LED storm:

On October 29, 2009, Dehao Runda passed the provisional shareholder meeting and reviewed and approved the company's proposal to raise funds by 1.5 billion yuan to enter the LED industry.

In December 2009, it signed a strategic agreement with the Wuhu Municipal Government to invest RMB 6 billion to establish the Dehao Runda Wuhu LED Photoelectric Industry Base. At the same time, Wuhu Dehao Runda Optoelectronics Technology Co., Ltd. was established;

Lixin signed a strategic agreement with Yangzhou Municipal Government to invest 100 million US dollars to establish Dehao Runda Yangzhou LED Optoelectronic Industry Base. At the same time, Yangzhou Dehao Runda Optoelectronics Technology Co., Ltd. was established;

In February 2010, Dehao Runda signed a strategic cooperation agreement with South Korea's Epivalley Company to formally enter into the R&D and manufacturing of LED chips and epitaxial wafers, and has 314 patents worldwide;

In May 2010, Dehao Runda LED Research Institute was formally established;

In August 2010, it signed a strategic agreement with the Dalian Municipal Government to invest 3.5 billion yuan to establish Dehao Runda Dalian LED Optoelectronic Industry Base. At the same time, Dalian Dehao Optoelectronics Technology Co., Ltd. was established;

In December 2010, Dehao Runda announced that it plans to invest 120 million yuan to acquire a 40% stake in Shenzhen Ruitu Display Technology Co., Ltd., a holding subsidiary, to realize the complete acquisition of Shenzhen Ruituo to help its LED display field. Rapid growth.

In January 2011, the LED Photoelectric Testing and Testing Center with an investment of 80 million yuan was officially completed, and will provide products with first-class quality standards to the market.

Up to now, Dehao Runda has more than 10 wholly-owned and holding companies, including Guangdong Jianlong, Shenzhen Ruituo, Wuhu Dehao, Yangzhou Dehao, Dalian Dehao and so on. It is reported that Dehao Runda is managed by the business division. Its Optoelectronics Group is divided into four business divisions, including LED Epitaxial Chip Division, LED Packaging Division, LED Lighting Division and LED Display Division.

The integration storm began to achieve results - in 2009, Dehao Runda LED operating income has reached 370 million yuan; in 2010, Dehao Runda LED operating income was about 500 million yuan; in 2011, Dehao Runda LED operating income is expected Up to 1.5 billion yuan.

“Within three years, the entire Dehao Runda Optoelectronics Group accounted for 90% of the performance of Dehao Runda Group, and small appliances accounted for only 10%”. General Manager Liu Xudong did not hide the confidence of Dehao Runda in the LED field.

260 MOCVD layouts

At present, Dehao Runda mainly has three major industries, LED, small household appliances and new energy industry. Among them, LED industry is mainly concentrated in epitaxial wafer and chip manufacturing, backlight module, packaging, lighting, power supply and display field for LED lamps.

Dehao Runda's ambition in the LED field is not small. It has 260 MOCVDs in two phases, starting directly from the 4-inch epitaxial wafer. The first phase of investment is 130 MOCVD. It is expected that 80 of them will be formed by the end of 2011. Capacity, by then, the large-scale mass production of 4-inch high-brightness and high-power Blu-ray epitaxial wafers will help the development and maturity of the global LED lighting industry. In addition, as of March 2011, its 45 mil high-power chip can reach 115-120 lm/W, and the low-power chip of 2410 can reach 8-8.5 lm/W. The second investment is 130 MOCVD. According to this plan, after the completion of the second phase of investment, the current production capacity of Dehao Runda will be the first in the world.

"We are not on the rise. Before we entered the LED project in a big way, we did a full 24 months of prospects and investigations." For the LED industry, Chairman Wang Donglei once explained, "I will be very cautious in making a project." . At this point, the chairman of Wang Donglei, who was born in Anhui, has the stability and prudence of Huizhou merchants.

This is not difficult to explain why Dehao Runda is quite optimistic compared with the industry's concerns about overcapacity. "This worry is not necessary. We have counted the account. How many machines do you need, like the 6-inch MOCVD, replacing all the backlights and lighting equipment in the world? More than 4,000 units in the world should be enough." General Manager Liu Xudong smiled and said to Gao Gong LED reporter.

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