Suzhou Changguang Huaxin Optoelectronic Technology Co., Ltd., a VCSEL laser chip manufacturer, has recently accepted investor research. In the survey, Changguang Huaxin revealed that the company is leading in the domestic VCSEL laser chip field, which is more dependent on the performance advantages of the products, advanced manufacturing processes and greater productivity advantages. In addition, the company's core process equipment is self manufactured, which is not only self controllable, but also has considerable technical barriers.
Through ten years of efforts, the company has succeeded in IDM. High power semiconductor lasers can be imported and replaced. Once this capability is established, according to the market demand of downstream customers, the iteration speed is very fast, and foreign competitors cannot keep up.
For the future business development, the core of Changguang Huaxin is the chip. It adheres to the strategy of "one platform, one fulcrum, horizontal expansion and vertical extension". The "one fulcrum" is the high power chip, and the horizontal expansion includes VCSEL chip, optical communication chip, infrared laser chip, visible laser chip, etc. At the same time, we will continue to do devices and modules. On the one hand, in order to improve the market share of chips, on the other hand, we will expand high-end devices and module businesses with high gross margins. In the future, the proportion of chips will continue to exceed 50%.
Changguang Huaxin stressed that the company will not compete with customers for business, but will only extend where customers cannot reach, and is committed to solving problems that need to be solved in the industry and providing value. For example, in the production process, the company will produce some chips whose wavelengths do not conform to the pumping applications of fiber lasers and solid state lasers. These chips are good products, but they are wasted. In order to improve the utilization rate, these chips are directly used in the semiconductor laser system, which improves the utilization rate of the chips. The application direction of direct semiconductor lasers is complementary to customers.
Changguang Huaxin released its report on the third quarter of 2022 yesterday evening. The report showed that the revenue in this quarter was 67.08 million yuan, down 47.53% year on year; The net profit was 35.7 million yuan, up 19.39% year on year. The net loss after deducting non profits was 6.45 million yuan, down 129.03%.
In the first three quarters of this year, Changguang Huaxin achieved revenue of 317 million yuan, down 0.35% year on year; The net profit was 94.88 million yuan, up 22.66% year on year; Non net profit was 33.38 million yuan, down 38.36% year on year. In addition, the R&D investment of Changguang Huaxin in the first three quarters reached 80.15 million yuan.
Source: C114 communication network
