LED circle weekly news summary

There are five acquisition cases in LED circle this week. Other exciting events include repurchase shares, fund-raising expansion, and split business to set up subsidiaries. Big coffee companies at home and abroad are competing repeatedly, and competition is fierce in all fields. However, patent infringement cases appear frequently in recent circles. In addition, the performance of enterprises is also a major point of view.

[big coffee show]

The cost of the San an photoelectric first repurchase company is about 35 million 90 thousand yuan.

A few days ago, the San an photoelectric announced the ninth meeting of the board of directors in September 17, 2018 and the first provisional shareholders meeting held in October 8, 2018. It decided that the fund should be no less than 200 million yuan and not more than RMB 800 million yuan, not exceeding the price of 18 yuan / share of the people's Republic of China, and repurchase the company's Department of. Share shares.

* Hua can not raise more than 2 billion 100 million of the fund, for Mini/Micro LED development and other projects.

On the 14 day, Hua can optoelectronic announcement issued. In order to meet the financial needs of business development and enhance capital strength and profitability, the company intends to issue a public stock and raise no more than 2 billion 99 million 889 thousand yuan for "white LED, Mini/Micro LED development and production line expansion project", "MEMS inertial sensor development and industrialization project". "And" vertical cavity surface emitting laser chip (VCSEL) development and industrialization project "and replenish liquidity.

The company has invested about 127 million of its investment.

On the 15 day, Ruifeng photoelectric announced that, based on the company's future development strategy and the overseas lighting market, the company intends to invest 24 million 500 thousand yuan in Guangdong star Polytron Technologies Inc, and will have a shareholding of 49% after the completion of the investment.

At the same time, Ruifeng photoelectric also announced that the company intends to invest 102 million yuan to be transfered to Zhuhai poly smart technology partnership (limited partnership) transfer of Zhuhai only 51% of the Limited by Share Ltd lights, after the completion of the transaction, the company will control only the headlights. This transaction is aimed at giving full play to the advantages of the company's LED industry chain and speeding up the strategic layout of the company's LED headlights so as to further enhance the overall competitiveness of the company.

Next year, we will split up Mini LED business and set up a wholly-owned subsidiary in January.

Jing electric entered the first year of Mini LED this year, but the overall revenue share is not obvious. It is expected that demand will rise in the first half of next year. The second half is expected to have a more significant growth. Next year, the overall Mini LED accounts for 5 to 10% of the crystalline blue light production, and in order to provide customer module solutions, it will split the Mini LED module business in January next year, and will become a wholly owned subsidiary. Si Yuanfeng new technology, layout system factory customer market opportunities.

Price is finalized. Overclocking three is about 170 million acquisition of 49% equity of Jiong Da energy.

15, CF three announced that the company intends to invest in Huang Haiyan, Chen Shujie, and win sea to issue shares to buy 49% of its holdings of Jiong Da energy (underlying assets). According to the Asia super assets assessment, the Beijing Asian super Commentary (2018) A124 asset appraisal report, with the December 31, 2017 as the base of assessment, the assessment value of Jiong Da energy 100% stake is 354 million 961 thousand and 400 yuan. With the consent of all parties involved in the negotiations, all the rights and interests of the shareholders of Jiong Da energy were priced at 350 million yuan, and the transaction price of the 49% stake of Jiong Da energy in the transaction was 171 million 500 thousand yuan.

China Star Investment 29 million, purchase equipment to implement display device project expansion

On the 17 day, Guoxing op. announced that with the development of LED display toward high density, LED shows that the application penetration field is increasing, and the market demand scale is expected to continue to maintain rapid growth. According to the market prospect and development plan, combined with the demand of customer orders, the company plans to invest RMB 29 million yuan to purchase equipment for the expansion of the company's display device project.

The Swedish lighting company will acquire Italy construction lighting company.

Recently, according to foreign media reports, Sweden lighting company Fagerhult will acquire Italy's leading building lighting company iGuzzini. It is reported that Fagerhult and iGuzzini shareholders signed a letter of intent to acquire 100% of the company's shares.

Lumenpulse acquisition of us outdoor lighting company

Lumenpulse, a leading Canadian manufacturer of high performance and specification LED lighting, has announced that it has acquired a stake in Sternberg Lighting 80%.

It is reported that Lumenpulse was founded in 2006 to design, develop, manufacture and sell various high-performance and sustainable LED lighting solutions for commercial, institutional and urban environments. Sternberg Lighting is a manufacturer of outdoor lighting and urban LED lighting solutions in Illinois. After the acquisition, another 20% stake will remain in the hands of employees.

Panasonic mercury lamp will be shut down to promote conversion of LED lighting products.

On the 17 day, Panasonic issued a press release announcing that in order to respond to the Minamata Convention on mercury (mercury), the production of 31 mercury lamps will be completed by the end of June 2020, and the product lineup of LED lighting will be strengthened in the future to be converted to LED lighting.

[Technology Show & Patent]

New bird repellent Technology: LED screen shows big eyes to frighten birds away.

Scientists did find a new technology suitable for airport bird repellent -- using LED screen to show a pair of black circles. It is reported that two concentric black circles on white background can create a "imminent" effect, which makes birds mistakenly believe that a collision is coming. Now, the technology can be used not only in airports, but also in wind farms, so as to prevent birds from colliding with turbine blades.

Second billion light to sue for infringement of the patent infringement war.

On the 28 day of September 2017, Yi Guang filed a patent infringement lawsuit against the Shenzhen intermediate people's court, accusing Shenzhen Sun Asia Chemical Co., Ltd. and its dealer Heng Heng Yuan from infringing flip-chip patent technology and asked the court to issue an injunction against the infringing product and damages. The Patent Reexamination Board of China has confirmed that the patent is effective and disclaims the patent invalid request of Japan.

Japan and three enterprises have red phosphor LED technology in the United States to obtain patent rights.

On the 16 day, Nichia Corp, Japan's LED plant, said that the nitrides, which are common in CITIZEN electronics, MITSUBISHI chemistry, and Japan's national research and Development Corporation (NIMS), have been granted patent rights in the United States recently.

[performance show]

* the first three quarters of the 12 companies' forecasts of huaxan, Qianzhao and Ruifeng

Recently, a number of enterprises have disclosed the first three quarters of 2018 earnings forecasts. They are Qian Zhao Guang, Guang Pu stock, Lian Jian photoelectric, Jiawei shares, overclocking three, Chau Ming technology, Ying Fei, snow lett, Chang Fang Group, huaxan photoelectric, Ruifeng photoelectric and FSL. Among them, apart from snow lett forecast loss, 5 enterprises net profit increased, 6 enterprises net profit reduced.

* snow lett three quarterly report, net profit loss and a sharp drop of 353.67% over the same period

On the 18 day, snow lett announced the third quarter report in 2018. The company achieved 181154465.66 yuan in the third quarter, down 27.85% from the same period last year. The net profit loss attributable to shareholders of listed companies was 38960332.06 yuan, down 353.67% from a year earlier. In addition, snowet expects 2018 annual performance loss of 70 million yuan to 90 million yuan.

CREE 2019 fiscal year Q1 performance report released, revenue of over 2 billion 800 million

On the 16 day, the LED lighting giant CREE disclosed its first quarter results for the 2019 fiscal year ended September 23, 2018. In the first quarter of fiscal year 2019, revenue of 408 million US dollars (equivalent to RMB 2 billion 819 million yuan) was achieved, which was 13% higher than that in the first quarter of fiscal 2018.

In September, LED plant generally declined in revenue, and Q4 operation entered the traditional off-season.

Taiwan LED factory in September generally decline in revenue, only crystalline electricity, Hongqi, Dongbei, Rong Chong revenue growth, the fourth quarter gradually entered the traditional off-season, coupled with the reduction of working days, with the Sino US trade war uncertain factors, the fourth quarter of operation has seasonal effects.

Mini LED has been officially shipped, crystal cars and infrared needs to see the heat.

Crystal electric has officially shipped Mini LED in the third quarter of this year, but its overall revenue share is not obvious. It is expected that demand will rise in the first half of next year. The second half is expected to grow more significantly. Next year, the overall Mini LED will account for 5% to 10% of crystalline blue power. Coupled with the prospect of high grade products such as vehicle and infrared next year, the market legal person is optimistic about the company's operation next year.

(Q4) adjust the product mix, and make profits or get better.

Since the beginning of this year, the company has been involved in the loss making business. It includes the mobile phone industry portable video business unit (CCM) and its portable office parts department. The legal person estimates that after the loss of the business, with the continuous improvement of the product mix, it is expected that the profits will turn better in the fourth quarter. The net profit per share is expected to exceed that of last year and the challenge is nearly 3 yuan per year. (NT) level.

Samsung and Tokyo Olympic Games assist in this year's revenue.

LED drive IC plant accumulation benefit from Samsung LED cinema and Tokyo Olympic Games to pull goods tide benefit, the legal circle has spread, accumulates this year the overall shipment volume is expected to increase by 20% annually, accumulates this year's battalion to be able to hit the annual new high.

* the performance in the peak season is not as good as expected, and the Q4 revenue estimate continues to cool down.

LED chip factory Guang Lei this year, 8 and September revenue continued to decline, the overall third quarter revenue came to 1 billion 404 million yuan (NT $, the same below), quarter increased 1.18%, an annual increase of 0.96%, the cumulative three quarter revenue of about 41 billion yuan, an annual reduction of 5.7%, the peak season performance is not as good as expected. Looking forward to the fourth quarter, although demand for sensing components and infrared products is relatively stable, due to the fact that time series has entered the traditional off-season of light emitting components, it is expected that the fourth quarter revenue will still cool down. As for the gross profit margin in the second half of this year, there will be an opportunity to outperform the first half of the year after the change of the product mix.

[recommended reading]

2018 the seminar on new display industry has been successfully concluded. Bioraytron provides high illumination UVC LED module to speed up the market of water sterilization.

(text: LEDinside Janice finishing)

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