三安光电LED业务发展策略研究

发布时间：2018-11-13 11:03

【摘要】：LED即发光二极管产业,又称为半导体照明行业,作为国家节能减排的重要方向,是国家重点关注与支持发展的战略性新兴产业,作为未来绿色照明的解决方案被赋予很多期望。特别是LED制造的上游外延芯片制造领域,对资本及技术要求非常高,为支持其发展,国家制定了很多补贴政策。在国家以及地方大规模补贴的红利刺激下,上游在2009年至2010年呈现爆发式增长,两年内宣布投资总和达数百亿元,投资增幅达到70%以上,意图上马项目二十几个。而到2011以及2012年市场需求没有如预计般放开,芯片库存大幅增加,产能严重过剩。投资则迅速回落,形成了过山车式的行业发展曲线。三安光电股份有限公司(以下简称三安光电)于2001年成立,2003年进入LED上游外延芯片产业,2008年借壳上市,在短短几年内,迅猛发展,目前市值已达300多亿元人民币。然而三安光电追逐政府红利并通过资本运作的发展模式,受到较多质疑,盈利模式过于依赖政府补贴,未来发展存在较大风险。三安光电在某种程度上成为我国应该如何支持新兴战略产业的一个范例,其发展或将成为行业成败的一个标杆。这也是本文研究的目的之一。笔者通过查阅大量文献报道,产业知名研究机构调研报告,并亲自与三安中层、高层人员访谈,获得大量第一手资料。由外至内由宏观到微观的分析了目前我国LED市场所处的外部环境以及三安光电的竞争态势。创新的采用安迪六力模型分析了三安光电的竞争环境,其中特别分析了政府补贴对企业自主创新的影响,以及未来政府补贴以及政府采购的变化趋势。最后基于SWOT系统分析法分析了三安光电的发展策略。给出建议:三安光电应该坚持总成本领先战略,在业务层面的策略实施上要意识到未来的风险,强化纵向一体化,着力建设产品以及渠道的核心竞争力,并提出三安应寻求单纯制造到服务型制造的过渡的创新观点。
[Abstract]:As an important direction of national energy saving and emission reduction, LED is a strategic emerging industry focused on and supported by our country. As a solution to green lighting in the future, LED is expected to be a great deal. Especially in the field of upstream epitaxial chip manufacturing of LED, the capital and technology requirements are very high. In order to support its development, the state has formulated a lot of subsidy policies. Spurred by massive state and local subsidies, upstream has seen explosive growth from 2009 to 2010, announcing a combined investment of tens of billions of yuan in two years, an increase of more than 70 percent, with the intention of launching more than two dozen projects. Demand did not open as expected by 2011 and 2012, with a surge in chip inventories and significant overcapacity. Investment fell back quickly, forming a roller coaster-style industry development curve. Sanan Optoelectronic Co., Ltd. was established in 2001 and entered the LED upstream extension chip industry in 2003. In 2008, it was listed on the backdoor. In a few years, it has developed rapidly, and the market value has reached more than RMB 30 billion at present. However, the development model of Sanan optoelectronics chasing the government dividend and operating through capital is questioned, and the profit model is too dependent on government subsidies, and there are great risks in the future development. To a certain extent, Sanan Optoelectronics has become an example of how to support the new strategic industry in China, and its development may become a benchmark for the success or failure of the industry. This is one of the purposes of this study. Through consulting a large number of literature reports, research reports of well-known industry research institutions, and personal interviews with middle and senior officials in San'an, a large number of first-hand data were obtained. From outside to inside, the paper analyzes the external environment of LED market and the competition situation of three A Optoelectronic. This paper analyzes the competitive environment of Sanan Optoelectronics by using the Andy six Force Model, especially analyzes the influence of government subsidies on independent innovation of enterprises, and the trend of government subsidies and government procurement in the future. Finally, based on the SWOT system analysis, the development strategy of three A photoelectric is analyzed. It is suggested that Sanan Optronics should adhere to the overall cost leading strategy, realize the future risks in the implementation of the strategy at the business level, strengthen vertical integration, and focus on building the core competitiveness of the products and channels. It also puts forward the innovative viewpoint that San'an should seek the transition from pure manufacturing to service manufacturing.
【学位授予单位】：上海交通大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：F426.6

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