Starting from the "core", the "light" shines on the future--Research and analysis of Zhaochi semicon

1. Case overview
During his inspection in Jiangxi, General Secretary Xi Jinping placed deep expectations and put forward clear requirements for efforts to build a modern industrial system that demonstrates Jiangxi's characteristics and advantages. Zhaochi Semiconductor Co., Ltd.(hereinafter referred to as Zhaochi Semiconductor) actively responded to the call and thoroughly implemented the spirit of General Secretary Xi Jinping's important speech during his inspection of Jiangxi. Based on the existing industrial foundation, the company focuses on advantageous products, concentrates advantageous resources, fully promotes the deep integration of innovation chain, industrial chain, capital chain, and talent chain, accelerates the cultivation and development of new productive forces, and is determined to become a new industry leader in the field of LED chips.
兆驰半导体作为深圳市兆驰股份有限公司的全资子公司，于 2017 年正式成立，坐落于江西省南昌市高新技术产业开发区天祥北大道 1717 号。Since its establishment, the company has regarded technological innovation as its core driving force and is committed to building a major research and development and production center for LED epitaxial wafers and chips. After continuous technological innovation, the company's monthly production capacity has steadily increased from zero to 1.1 million chips. Now it has the world's largest single factory and has achieved the world's first production and sales in the field of LED chips.
作为国家级高新技术企业，兆驰半导体专注于 LED 外延片和芯片的研发、设计、制造与销售，产品线广泛覆盖高光效照明、高端照明、电视背光、Mini RGB 直显等多个领域。The company is not only equipped with advanced production equipment and a professional technical team, but also establishes close cooperative relationships with well-known scientific research institutions at home and abroad to ensure that technology is always at the forefront level and products are innovative. Zhaochi Semiconductor adheres to the corporate culture of innovation-led and deep-rooted technology, and has applied for more than 1200 patents around the entire LED chip industry chain, of which invention patents and utility model patents account for a high proportion. The company also introduces high-precision MOCVD equipment, as well as advanced equipment such as AGV (automatic guided) smart cars and robotic arms, and uses the intelligent manufacturing platform to provide solid and powerful support for intelligent production and management. In terms of market expansion, Zhaochi Semiconductor actively explores domestic and foreign markets, and its products sell well in more than 30 countries and regions including the European Union, North America, South America, and Asia. In addition, the company attaches great importance to the integration and collaboration of upstream and downstream of the industrial chain, and establishes long-term and stable cooperative relationships with raw material suppliers and product sellers. With its excellent technical strength and excellent market performance, Zhaochi Semiconductor has won many honors and certifications. The company was selected as a national specialized and innovative small giant enterprise, a national high-tech enterprise, a national green factory, and a national intellectual property superior enterprise. It was rated as the province's first three-star enterprise with digital transformation maturity, and was awarded the title of Provincial Enterprise Technology Center in Jiangxi Province in 2023. It also won the nomination award of the 4th Nanchang City Mayor Quality Award, fully demonstrating its leading position and extensive influence in the LED industry. At the same time, the company has received government funding and awards many times. For example, the key technology research and industrialization project of Mini RGB display chips received financial support of 1 million yuan from the Central Guidance Fund, providing strong support for the company's sustainable development and technological innovation. Looking to the future, the company will continue to uphold the entrepreneurial spirit of innovation, collaboration, and responsibility, adhere to the two-wheel drive development strategy of technological innovation and market expansion, and contribute greater strength to the development of the global LED industry.

2. Case analysis
(1) Technological innovation: Continue to make breakthroughs and lead the development of the industry
Technological innovation is the core engine for the development of Zhaochi Semiconductor.
技术创新是兆驰半导体发展的核心引擎。The company attaches great importance to technological research and development and innovation, and continues to invest a large amount of resources to improve its technical strength.​

1. Integrate the entire industry chain technology: Zhaochi Semiconductor achieves technological iteration and breakthroughs by integrating upstream core entire industry chain technologies such as LED semiconductor chip manufacturing. The company has successfully mastered key technologies such as sapphire substrate processing technology, nano-patterned substrate manufacturing technology, gallium nitride and gallium arsenide high-quality compound semiconductor material growth technology, breaking the foreign technology blockade and greatly enhancing the independent innovation capabilities of my country's LED industry.​

2. Focus on emerging areas: The company closely follows market trends, focuses on emerging areas such as Mini/Micro LEDs, and continues to overcome technical problems and achieve industrialization. At present, the company has successfully developed a variety of high-performance Mini/Micro LED chip products, providing solid technical support for high-end product fields such as TV backlights, car lighting, and RGB display.​

3. Apply for a large number of patents: Zhaochi Semiconductor focuses on intellectual property protection and has applied for more than 1200 patents in total, of which invention patents account for more than 60%. These patents not only enhance the company's technical strength, but also lay a solid foundation for market expansion and brand building.​

Intelligent manufacturing is a key means for Zhaochi Semiconductor to improve production efficiency and optimize production processes.
智能制造是兆驰半导体提升生产效率、优化生产流程的关键手段。The company has introduced a series of advanced intelligent manufacturing equipment and technologies to realize the automation, intelligence and digitalization of the production process. The company's production workshop is equipped with high-precision MOCVD equipment, and a large number of AGV (automatic guided) smart cars and robotic arms are used to realize unmanned transportation of production materials and greatly improve production efficiency. On average, 35,000 epitaxial wafers are shipped out of the warehouse every day. The introduction of advanced equipment not only improves production efficiency, but also reduces production costs. The company has built an intelligent manufacturing platform to achieve precise control of equipment movements and real-time data collection and analysis. With this platform, the company can monitor the operating status of production equipment and production progress in real time, adjust production plans in a timely manner, and ensure that the production process is stable and efficient. At the same time, the company actively promotes digital transformation, introduces new generation information technologies such as the Internet of Things, big data, and artificial intelligence, and digitally transforms product research and development, manufacturing and other aspects. Through digital transformation, the company achieves visualization and intelligent management of the production process, effectively improving production efficiency and product quality.
Market expansion is an important guarantee for Zhaochi Semiconductor to achieve sustainable development.
市场拓展是兆驰半导体实现可持续发展的重要保障。In terms of global layout, the company actively explores the international market, and its products are exported to more than 30 countries and regions such as the European Union, North America, South America, and Asia. Through global layout, the company not only expands market share, but also enhances brand awareness and influence. In terms of establishing cooperative relationships, the company has established close cooperation with well-known domestic and foreign companies and scientific research institutions to jointly carry out technology research and development and market expansion. The establishment of these cooperative relationships has greatly enhanced the company's technical strength and market competitiveness and provided strong support for sustainable development. In terms of customer service, the company focuses on providing customers with high-quality products and services. With professional technical support and complete after-sales service, the company has won the trust and praise of customers.
Talent training is a key factor for Zhaochi Semiconductor to achieve continuous innovation and development.
人才培养是兆驰半导体实现持续创新与发展的关键要素。The company actively introduces outstanding talents from home and abroad to inject strong impetus into technological innovation and market expansion. By introducing outstanding talents, the company's technical strength and market competitiveness have been significantly improved, adding new vitality to development. The company also attaches great importance to employee training and learning, and regularly organizes internal and external training to improve employees 'professional quality and skills. After systematic training and learning, employees not only master the latest technologies and market trends, but also improve their overall quality and competitiveness. In addition, the company has established a sound incentive mechanism to fully stimulate employee enthusiasm and creativity through equity incentives, bonus incentives and other measures, providing a solid guarantee for the company's development.
Corporate culture is an important support for Zhaochi Semiconductor to achieve continuous innovation and development.
企业文化是兆驰半导体实现持续创新发展的重要支撑。The company pays attention to the construction of corporate culture and strives to create a good corporate cultural atmosphere. The company advocates the spirit of innovation, encourages employees to have the courage to try and innovate, effectively stimulates employees 'enthusiasm for innovation, and effectively promotes the company's technological innovation and market expansion. The company attaches great importance to teamwork and encourages employees to learn from each other and help each other. It not only improves work efficiency and product quality, but also enhances employees 'cohesion and sense of belonging. In addition, the company strengthens its awareness of social responsibility, actively participates in social welfare undertakings, and contributes to society. This measure not only enhances the company's brand image and social reputation, but also enhances employees 'sense of responsibility and mission.
In the development process of the LED industry, Zhaochi Semiconductor relies on its excellent technical strength and unremitting innovative spirit to illuminate the way forward for industrial development, especially in overcoming key technologies of Mini LED, writing a wonderful chapter.
在 LED 产业发展进程中，兆驰半导体凭借卓越技术实力和不懈创新精神，为产业发展照亮前行道路，尤其在攻克 Mini LED 关键技术方面，书写了一段精彩篇章。In the R & D journey, challenges and opportunities follow closely. With the rapid development of technology, Mini LED, as an emerging field in the LED industry, has quickly become a new favorite in the market with its advantages such as high brightness, high contrast, and high color saturation. However, the R & D and production of Mini LED technology face many difficulties, such as small chip size, difficulty in manufacturing, and low yield. These problems have once become bottlenecks restricting the development of the Mini LED industry. Zhaochi Semiconductor knows that only by overcoming these key technologies can it gain a foothold in the Mini LED field. As a result, the company quickly established a research and development team composed of top experts in the industry to start a journey of Mini LED technology research.
在 Mini LED 技术攻关过程中，兆驰半导体研发团队遭遇前所未有的挑战。Due to the small size of the Mini LED chip and extremely high requirements on the production process, any slight errors may lead to a decrease in product yield. At the same time, Mini LED packaging technology is also a major problem. Traditional packaging methods are difficult to meet the high density and high integration needs of Mini LEDs. Faced with these problems, the R & D team did not flinch and faced them. They worked day and night in the laboratory, repeatedly optimizing and improving every process link. After countless trials and failures, they finally found a solution. In terms of chip manufacturing, the R & D team successfully improved the yield and consistency of Mini LED chips by improving epitaxial growth processes and cutting techniques; in terms of packaging technology, it innovatively used advanced packaging materials and processes to achieve high density and high integration of Mini LEDs. Package.​