This week's LED circle is dynamically aggregated: acquisitions, transformation, sun performance.

[big event]

In the first week after the national day, the LED circle is very lively. Many enterprises at home and abroad have done their best. Some have joined the alliance, some have been buying and increasing capital, and there have been transformation sales companies, so that people in the industry can see their layout in different fields. In addition, there are still some wonderful events this week, such as the 2018 Hurun rich list. Lin Xiucheng and his son again won the richest in the LED industry. For more details, please look with Mr. online.

Ying Fei gave up the acquisition of 100% stake in China Hong Kong electric power and ended 200 million yuan trading.

8, according to the announcement of Ying Fei, the company decided to terminate the cash acquisition of Nanjing micro core investment management partnership (limited partnership), Beijing Guotai Jia Ze Venture Investment Center (limited partnership), Suzhou Qingyan auto industry venture capital enterprise (limited partnership), China Baoan Group Asset Management Co., Ltd. and 14 others. The shareholder (transferor) owns 100% of the Nanjing Sino Hong Kong power Limited by Share Ltd (China Hong Kong Electric Power). The transaction price is 200 million yuan.

OSRAM joined the ISELED alliance to develop intelligent RGB LED technology in the car.

A few days ago, OSRAM photoelectric semiconductor joined the ISELED alliance. ISELED alliance, founded in 2016, is an open alliance designed to provide intelligent RGB LED technology for automotive interior lighting.

[D] the lighting of the state lighting company was successful, and the LED commercial lighting was added.

Recently, de Bang lighting announced the completion of the acquisition and capital increase of Guangdong's excellent lighting technology Co., Ltd., the state owned lighting company finally held 68% of the company's shares and became its largest shareholder. It is reported that lighting is a newly rising brand lighting enterprise focusing on commercial lighting.

VueReal exceeds 56 million, and will further develop Micro LED technology.

Recently, Canada's new VueReal Inc. announced its funding of $8 million 500 thousand (about 58 million 620 thousand yuan) from the Canadian sustainable development technology foundation (SDTC) to support a project with a total investment of more than US $26 million (about 179 million yuan). VueReal will use this fund to further develop innovative Micro LED technology, expand its team in Voight Lu, and launch the advanced nanotechnology center.

Acuity Brands wants to transform and sell Spanish lighting company Carandini

Recently, LED and Acuity Brands, a lighting expert in Atlanta, has quietly sold its $23 million Spanish lighting company Carandini. According to foreign media, LEDS C4, a Spanish lighting leader, acquired Carandini through Acuity.

Zhao Qian plans to buy Zhejiang's blue 650 million and expand the layout of LED upstream.

On the 10 day, according to the announcement issued by photoelectricity, the company intends to issue shares to Xu Liang and other 19 trading parties and pay cash to buy 100% stake of Zhejiang blue. The 100% stake in Zhejiang's blue price is initially priced at 650 million yuan. The main business of Zhejiang blue is the development, production and sale of patterned sapphire substrate. Sapphire crystal rods are used as raw materials, sapphire substrates are made by cutting, polishing and polishing, and then patterned sapphire substrate products are exposed, developed and etched, and sold abroad.

2018 Hurun rich list: San an Lin Xiucheng and his son are the richest in LED industry.

On the 10 day, the Hurun Research Institute joined hands with LEXUS Lexus to jointly launch the 2018 LEXUS Lexus Hurun rich list.

Among the 1893 entrepreneurs list, there are still 8 entrepreneurs in LED and lighting related industries. They are: San an photoelectric Lin Xiucheng, Lin Zhiqiang and his son (79), wooden forest Sun Qinghuan (276), Riad Li Jun (427), ocean king Zhou Mingjie, Xu Su couple (1087), master Hui Cheng Zongyu (1324), wheat. The number of Qiao Xin and Chen Yamei couples (1627), the golden lette Jiang Xiaorong family (1700), Hongli photoelectric Ma Cheng Zhang (1775). San an photoelectric Lin Xiucheng, Lin Zhiqiang and his son with 33 billion yuan wealth row again won the LED industry's richest man.

Refresh the world's highest record! Perovskite LED has an external quantum efficiency of over 20%.

Recently, Professor Wei Zhan, Professor of Huaqiao University, Professor Xiong Qihua from Nanyang Technology University in Singapore and Professor Edward H. Sargent of University of Toronto in Canada have made significant breakthroughs in the research of perovskite light emitting diodes. The external quantum efficiency (EQE) of perovskite LED is over 20%, refreshing the world's highest record of perovskite light emitting diodes, and at the same time, its stability has been greatly improved, far exceeding that of international counterparts.

The white light patent is invalid, and billion won the final victory.

The Supreme Court of the United States made the final judgment in October 1, 2018, dismissed the appeal request of Japan Asia, and reaffirms that all rights claimed by the US Patent No. US 5998925 and US 7531960 of the LED are invalid. The case is three approved, and billion won the final victory.

The British highway is equipped with intelligent LED spike to help drivers keep in the right lane.

According to foreign media reports, Highways England has installed 175 airport runway LED spike (road stud) to help draw a driveway in one of the busiest Expressway intersections in England, and there are more than 90000 cars passing through the intersection every day. "England" In addition, the intelligent LED spike will be opened when traffic lights turn green, helping drivers keep in the right lane. This is the first time to introduce intelligent traffic lights at the intersection of main highways.

[performance show]

At the time of October, many enterprises began to disclose performance or performance forecasts. This week, 7 LED land companies announced Q3 performance and the first three quarter earnings announcement, while the Taiwan LED plant also announced September and the first three quarters of revenue.

The first three quarters of seven companies, including Riad, Hongli, poly Fei, etc.

This week, a total of 7 LED related enterprises announced the first three quarter earnings announcements, including Riad, hung lee Chi Hui, abyson, poly solar, three dragon, Aurora, Tai Lung lighting and Lehman shares. Five enterprises have increased their performance, of which ABI Sen expects to grow by more than 2 times. And three male aurora and Lehman shares are expected to decline in the same period.

Acuity Brands Q4 and annual earnings report, sales exceed 25 billion

A few days ago, the US lighting company Acuity Brands announced the fourth quarter of fiscal year 2018 and its annual earnings report. In the fourth quarter of fiscal year 2018, net sales amounted to US $1 billion 60 million (about 7 billion 280 million yuan), an increase of 11% over the same period last year. Operating profit was 142 million US dollars (about 975 million yuan), compared with 153 million US dollars last year (about 1 billion 50 million yuan). Net income was US $108 million (about 742 million yuan), an increase of about 20% over the same period last year. Diluted earnings per share (EPS) was $2.70 (about 18.6 yuan), an increase of about 26% compared with the same period last year.

Before the start of the three quarter, the revenue in the first quarter of the three quarter was the highest.

Jing electric announced its revenue in September last week, continuing to write a record high this year, reaching 1 billion 930 million yuan (NT $22%), but only 22% yuan a year, accumulative total of 5 billion 648 million yuan in the third quarter, a record high in the last three quarters. Although the performance is relatively stable, Jing electric pointed out that some customers were queuing up under the impact of Sino US trade war. The order mentality has become conservative. At present, only the ultra high brightness Blu ray LED is loaded.

The first three quarters of Longda's revenue declined year by year, and will continue to adjust product mix.

Longda also announced its revenue in September last week, reaching 980 million yuan (NT $, the same below), down 9% from August, and accumulating 8 billion 640 million yuan in the first three quarters, down 7.5% from the same period last year. Lighting products were shipped ahead of schedule in the second, third quarter, resulting in a decline in revenue in September. The company continued to adjust its product mix and accelerate the development of new product technologies.

* light treasure branch revenue increased slightly in September, vehicle lighting delivery smoothly.

The technology of light treasure announced September revenue of 19 billion 298 million yuan (NT $, the same below), a monthly increase of 3.8% and an annual decrease of 2.8%. Accumulative total revenue in September this year was 156 billion 620 million yuan, or 2.35% per year. Among them, the photoelectric sector revenue in September accounted for 14% of the total. Among them, the market demand for the invisible light LED continued to grow and the market share of LED components was enlarged. With the smooth delivery of LED vehicle lighting, the revenue of optoelectronic sector increased by nearly 10%.

Small spacing and Mini LED shipping ramming, accumulating September revenue is high.

LED drives IC to accumulate small spacing and Mini LED drive IC shipment ramming, September revenue of 305 million yuan (NT $, the same below), hit a single month's new high, third quarter revenue 818 million yuan, an annual increase of 11.99%, slightly lower than the previous quarter figures; the first nine months of revenue in 2 billion 343 million yuan, an annual increase of 17.16%. Due to the gradual expansion of Mini LED application area, mainland China brand mobile phones and Korean movie theaters have adopted Mini LED display. Legal persons predict that Mini LED will enter a high growth period in 2019, and the accumulation will be a priority.

The first three quarters of Li Qing's revenue increased year by year, about 41 million 400 thousand of Shanghai's capital.

Li Qing's consolidated revenue in September was 362 million yuan (NTD, the same below), a monthly increase of 0.88% and an annual decrease of 4.54%; the third quarter consolidated revenue of 1 billion 79 million yuan, increased by 5.15% over the quarter, and increased by 16.58% per year; the cumulative revenue in September was 3 billion 163 million yuan, increasing by 17.07% per year.

In addition, on the 11 day, Li Qing announced that it would increase the amount of Li Qing Automotive Technology (Shanghai) Limited with a maximum of not more than US $6000000 (equivalent to RMB 41 million 400 thousand yuan).

LED price decline + street light sign reduction, Bai Hung's August revenue decreased year by year.

Taiwan LED packaging plant Bai hung has been affected by street signs reduction, LED price decline and market competition since the end of the year. The revenue in the first 8 months has been reduced by 15%. Expected in the Sino US trade war variables interference, the second half of the year's performance is mediocre. However, although the industry has lost money in the first half of the year, it still keeps a small profit in spite of the income from outside rents and dividends. It is estimated that there will still be a small profit margin after tax this year.

[recommended reading]

From the Boston matrix to see the LED Demand Dilemma LED lighting or impoverished growth curse, how to break? LED commercial lighting has four advantages. The future prospects are favored by LED, the market share of small spacing and Chinese manufacturers account for 8. How will "big cake" be carved up in the future? LEDinside 2019 global LED display market outlook -Mini LED and Micro LED are still the focus of the market.

(text: LEDinside Janice finishing)

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