Revenue distribution by sectors:

• Optoelectronics: approx. 60%
• Semiconductors: approx. 25%
• Other technologies: approx. 15%

TOP 3 markets:

1. China: approx. 55%
2. USA: approx. 20%
3. Europe: approx. 15%

Sanan Optoelectronics Co., Ltd generates the majority of its revenue from the optoelectronics sector, which accounts for about 60% of total income. The semiconductor sector also significantly contributes to revenue, with approximately 25%, while other technologies cover the remaining 15%.

Geographically, China is the largest market for Sanan Optoelectronics, followed by the USA and Europe. These markets offer significant growth opportunities due to their technological demand and investments in optoelectronic solutions.

Production Sites: Xiamen, Tianjin, Wuhu

Sanan Optoelectronics Co., Ltd is a leading company in the manufacturing of LED chips and other optoelectronic products. The company's main production facilities are located in Xiamen, Tianjin, and Wuhu in China. These locations are strategically chosen to serve both domestic demand and exports.

The production capacities in these cities enable Sanan Optoelectronics to efficiently manufacture a wide range of products while optimizing the supply chain. The company continuously invests in expanding and modernizing its production facilities to cope with technological advancements and increasing demand.

Revenue Growth: Estimated at 10-12% annually (based on industry trends and company reports until 2023)

Focus on Research and Development: Sanan Optoelectronics is heavily investing in research and development to expand its product range and drive technological innovations. This includes LED technology and optoelectronic components in particular.

Expansion of Production Capacities: The company plans to expand its production capacities to meet the increasing demand. This involves investments in new production facilities and the modernization of existing plants.

International Expansion: Sanan Optoelectronics aims to strengthen its presence in international markets. This will be achieved through strategic partnerships and expanding the distribution network.

Sustainability and Energy Efficiency: Another focus is on developing energy-efficient products to meet the growing demands for sustainability and environmental compatibility.

These strategies are intended to help Sanan Optoelectronics solidify its market position and ensure long-term growth.

Main raw materials: Gallium, Indium, Sapphire substrates

Main supplying countries: China, Japan, USA

Sanan Optoelectronics Co., Ltd is a leading manufacturer in the LED and semiconductor industry. The main raw materials imported by the company are Gallium and Indium, which are essential for the production of LED chips and other optoelectronic components. These materials are mainly sourced from China and the USA.

In addition, the company imports Sapphire substrates, which are needed for the production of LEDs. These are often imported from Japan, as the country is known for its high-quality Sapphire products.

The dependence on these raw materials makes the company vulnerable to price fluctuations and trade restrictions, requiring a careful procurement strategy.

Market Share in the LED Industry: Approximately 20% (2024)
R&D Expenses: 8% of revenue (2024)
Gross Margin: 35% (2024)

Sanan Optoelectronics Co., Ltd has established itself as one of the leading providers in the LED industry, with an estimated market share of about 20% in 2024. This gives the company a significant competitive advantage, especially in Asia, where the demand for LED products is growing strongly.

The company continuously invests in research and development, spending around 8% of its revenue in this area. These investments enable Sanan to develop innovative products and differentiate itself from competitors.

The 35% gross margin indicates that Sanan is able to manufacture its products at competitive costs while maintaining a healthy profitability. This is an indicator of efficient production processes and a strong negotiating position with suppliers.

In summary, Sanan Optoelectronics has a clear competitive advantage in the LED industry through its market position, continuous innovation, and efficient cost structure.

Institutional Investor Share: Estimated at around 30% (2025)

Insider Purchases/Sales: No significant transactions in the last year (2024)

The institutional investor share in Sanan Optoelectronics Co., Ltd is estimated to be around 30%. This indicates a moderate interest from institutional investors, which may suggest confidence in the company's long-term performance.

In 2024, there were no significant insider purchases or sales, indicating that the management and other insiders currently do not have strong expectations regarding short-term price movements. This can be interpreted as a sign of stability or a neutral assessment of the current company valuation.

Market share of Sanan Optoelectronics: 12% (2025, estimated)
Major competitors and their market shares:

1. Nichia Corporation: 18%
2. Osram Opto Semiconductors: 15%
3. Cree, Inc.: 14%
4. Lumileds: 10%
5. Seoul Semiconductor: 9%

Sanan Optoelectronics Co., Ltd. is a significant player in the LED and optoelectronics industry. With an estimated market share of 12%, the company is among the leading providers worldwide. The market share of Sanan Optoelectronics indicates that the company holds a strong position in the market, although it is not the market leader.

The moat of Sanan Optoelectronics lies in its vertically integrated production structure and its ability to produce cost-effectively. This enables the company to offer competitive prices while ensuring quality. Additionally, Sanan continuously invests in research and development to drive technological innovations.

Compared to its competitors, especially Nichia and Osram, which also have strong research and development departments, the moat of Sanan is less pronounced. These companies often have a technological edge and stronger brand recognition. Cree, Inc. and Lumileds also provide strong competition with their established technologies and global distribution networks.

In summary, Sanan Optoelectronics has a solid but not insurmountable moat. The competition may have a stronger advantage in some areas, particularly in brand recognition and technological leadership.

Revenue Growth: 10% (2024) Research and Development Expenses: 15% of revenue (2024) Market Share in the LED Segment: 20% (2024)

Sanan Optoelectronics Co., Ltd recorded a revenue growth of 10% in 2024, driven by strong demand in the LED and optoelectronic products sectors. The company continues to invest significantly in research and development, with 15% of revenue allocated to this area. This indicates a strategic focus on innovation and technological leadership.

The 20% market share in the LED segment demonstrates Sanan Optoelectronics' strong position in this area. This market position could help the company capitalize on future growth opportunities, especially in emerging markets and applications for energy-efficient lighting.

Overall, the financial and strategic indicators suggest that Sanan Optoelectronics is well positioned to benefit from long-term trends in the optoelectronics industry. Investors may view this as a positive sign for potential investment, provided that the company maintains its innovation capabilities and market position.

Dividend Yield: 2.8% (estimated for 2025)

Sanan Optoelectronics Co., Ltd has regularly distributed dividends in recent years. The company's dividend policy shows a certain reliability as it aims to provide shareholders with a continuous return.

The estimated dividend yield of 2.8% for the year 2025 is based on historical payouts and the company's financial stability. Sanan Optoelectronics has demonstrated solid financial performance in the past, indicating a continuation of dividend payments.

However, it is important to monitor the overall market conditions and specific company developments as these factors can influence future dividend policy.