[LED] a weekly review of competition: Dachang announced the results of the acquisition, Change,

It has until the end of April, the major domestic and foreign LED enterprises gradually drying out the first quarter results, although most of the good performance, but there are also some enterprises performance suffered "Waterloo" performance assessment every time is like a drama, a lot of things. In addition, this week the dynamic Dachang has also attracted great attention of the industry, such as GE lighting officially entered the auction process; LG is the acquisition of the world's top three automotive lighting industry of ZKW lighting; PHILPS intends to close the Faure Leaf factory; NVC acquired LED lighting business, constantly exciting, so without further ado below. Take a look at the big event this week.

[dynamic] big coffee

GE lighting officially entered the auction process

According to LEDinside, GE lighting sale is about to enter the bidding process. The deal, will have the opportunity to put the general lighting business GE, CURRENT systems and intelligent lighting solutions company sale package. Part of the financial institutions to assess the value of its assets may fall in about 6~8 million. Of course, still need to the trademark license period, and GE brand coverage to determine the final value.

* LG acquisition of the world's top three automotive lighting company is one of the sights of vehicle market

Korean media reported Pulse, Investor, LG electronic international spent nearly two years negotiating with ZKW, now finally entered the final stage of negotiation. It is understood that LG invested 1 trillion and 600 billion won (about 9 billion 376 million yuan) to buy ZKW; another argument for 1 trillion and 300 billion won (about 7 billion 618 million yuan), whether it is 1 trillion and 600 billion or 1 trillion and 300 billion won, a record of the history of the highest LG acquisition amount.

It is committed to the transformation, PHILPS intends to close Faure Leaf Lighting Factory

According to foreign media reports Herald News, Philip lighting on Friday (20 days) will be announced in the third quarter of this year Faure Leaf located off the southeastern Massachusetts (Fall River) Airport Road No. 631 factory, then, 160 employees will lose their jobs, the production will be transferred to Mexico Monterey Pu Philips Lighting (Monterey). Factory, research and development will be transferred to Canada Bos Brown (Boisbriand), the transfer of all work will be completed by the end of the first quarter of 2019.

* Nichia published business plan, the biggest 2020 revenue increased to 29 billion yuan

According to the news reports, the Japanese LED maker Nichia (Nichia Corporation) in 23 issued a business plan that will improve the electric vehicle (EV) with lithium ion battery materials sales, expand the thunder shot with LED / China diode European car city accounted for, plus the use of projector in light source (LD, Laser, Diode) sales growth The target, will be merged in 2020 revenue to increase to 500 billion yen (about 29 billion RMB) scale.

More optimistic about the Micro LED large size applications, LG Display has started research and development

Recently, LG Display said in an interview that the company has begun development of Micro LED, the technology will be more suitable for the commercial scene. This year, Micro LED has become one of the key words to the future display technology. In this regard, LG Display institute director Yin Zhurong told reporters that the company has started research in this technology, but the technology cost is huge, the cutting technology requirements are very high.

You enter the Linsen automotive LED lighting field, the first half of 2019 shipments

LED to enter the automotive LED lighting manufacturers Rawlinson, from Chinese Taiwan began promoting, it is understood that Taiwan will cooperate with the Department of Taiwan Linsen lamp factory, mainly in the early stage of starting the rear light and direction light after market, upstream suppliers have the opportunity to benefit from the electric crystal.

This micro signed a strategic cooperation agreement with Nanchang, and won many enterprises MOCVD procurement contract

On the afternoon of 22, micro semiconductor equipment Nanchang City Vice Mayor Yang Wenbin and (Shanghai) Co. Ltd. (hereinafter referred to as "micro") chairman Yin Zhiyao on behalf of the Nanchang Municipal People's government and micro company in Nanchang, the former Lake Yingbin Hotel signed a strategic cooperation framework agreement, to join hands for common development.

In the micro company and Siu Chi semiconductor, changelight, poly, etc., can photoelectricity Elec-Tech Silan azure enterprise signed a contract for the sale of a total of more than two hundred sets of MOCVD equipment.

NVC intends to acquire 900 million LED lighting business, accelerate the transformation and business development

25, NVC announced that the company in April 25, 2018 with the Jadestone China High-technology Industry Investment Fund LP entered into a legally binding agreement program, the company intends to acquire Yi Xun to Jadestone to 900 million yuan (Hongkong) Photoelectric Technology Co., Ltd. 100% stake. It is reported that Yi Xun was founded in May 31, 2010, the main business involves LED lighting product design, manufacturing and sales to the North American market.

* to expand market share, OPPLE lighting standards lighting products price cut

2017: OPPLE Home Furnishing income structure lighting lighting income accounted for about 40%; commercial lighting products accounted for over 20%; electrical products accounted for over 20% of light products accounted for less than 20%; 1Q18 company to take down the standard (such as standard ceiling lamps, commercial lighting tube lamp etc.) prices led to the decline in gross margin. The main purpose is to expand market share, to combat cross-border competition. The company has strong production capacity, the future will also reduce the cost of the end.

* crystal electric spell niche products, August exhibition series Mini / Micro LED products

25, for the first time in crystal electric lighting exhibition, exhibition of power components Gan process, crystal electric will display the full range of Mini LED, Micro LED Touch Taiwan products in August, related products have a very clear Road Map, especially Mini LED in addition to mobile phone, small spacing display maximum and minimum size in addition, ruler "Such as flat, NB and supervision

As for anchaoxiongyong, apple, Samsung and other brands have already entered the design phase, expected to replace OLED with Mini LED.

* Taiwan car factory R & D OLED articles ITRI taillights, grab a niche market

Taiwan Institute in the "Taiwan International Lighting Technology Exhibition" in 2018 on display at the new application of a number of OLED lighting, one of the most striking is the OLED taillights, Taiwan has established ITRI model line in the hospital, to encourage manufacturers to invest in production, actively grab niche market for lighting off.

[performance]

CREE 2018 fiscal year third quarter results released

24, American LED giant Cree, Inc. (NASDAQ: CREE) the disclosure of the deadline to March 25, 2018 2018 fiscal year third quarter results. The company's fiscal 2018 third quarter revenue of $356 million (about 2 billion 244 million yuan), compared with fiscal 2017 third quarter revenue of $342 million, up 4%.

PHILPS lighting 1Q18 revenue of about 11 billion 500 million, representing a decline

26, the global leader of PHILPS lighting lighting announced 2018 first quarter results. PHILPS lighting in the first quarter revenues of 1 billion 500 million euros (about 11 billion 544 million yuan), down 3.5%, business profitability is 7%. Among them, lighting revenues of 370 million euros; LED revenues of 444 million euros; professional lighting revenues of 593 million euros; 92 million euros Home Furnishing lighting.

Net profit jumped 191%! Ace released 1Q18 performance

26, the world's leading semiconductor industry strong deposition equipment supplier Ace (AIXTRON) announced the first quarter of 2018 (2018 1-3) performance report.

During the reporting period, AIXTRON revenues of 62 million 400 thousand euros (about 481 million yuan), compared with the same period last year to 53 million 600 thousand euros (about 413 million yuan) an increase of 16%; net profit of 12 million 300 thousand euros (about 94 million 818 thousand and 200 yuan), compared to -1350 million euros in the same period last year increased 191%.

The performance of 1Q18 * 45 LED Enterprises: net profit growth of up to 385.12%

LEDinside, according to incomplete statistics, as of 28, the mainland has 45 LED companies released 2018 first quarter report, more than 60% enterprises to achieve earnings growth, of which 5 net profit growth rate of over 100%, up to 385.12%; but there are 3 companies net profit plummeted more than 100%, the maximum amplitude of -465.01%.

By the second quarter performance at Ronda, new plant capacity is expected to be the season of trial production

Ronda in the first quarter of this year consolidated revenues of 2 billion 648 million yuan (NT, the same below), the annual reduction of 15.6%. Although the decline in revenue last year, but the gross margin growth significantly, the second quarter performance can increase.

In new technology, Mini LED of the Lunda products is expected to send samples to the second half of the year, the fastest investment revenue next year.

LED components and automotive lighting power, Q2 operating at increasing Lite

27, the first quarter of this year held Lite "and announced first quarter earnings, sales gross margin and net operating rates were 11.1% and 1.6%, lower than the previous quarter of 13.28% and 4.2%, also lower than the same period last year 13.03% and 4%; net income was 1 billion 40 million yuan (NT, the same below), quarter by 54.7% years. 47.5%, net profit of 0.45 yuan per share.

In the second quarter, Lite said in cloud computing, LED components and automotive lighting, AI Home Furnishing and wisdom gaming products and market demand continued warming, the overall operating performance is expected to continue to increase over the previous quarter.

* commercial lighting and professional lighting for the main ledlink trading this year is expected to stabilize

The two optical lens / semi ledlink optical module factory in recent years focus on niche application lighting market and continuous adjustment of product portfolio and the development of lamp products, although by customers pull goods and mainland demand than expected impact on revenue is mediocre, but because of depreciation reduction, cost improvement, gross margin is still. Two years of continued ascension, last year's gross margin stood at 43.7%, a record high of nearly 5 years. At the beginning of this year should be steady operation.

[recommended]

The expansion of competition will be a foregone conclusion, the LED chip industry in 2019? The performance of the meeting, Mu Linsen, etc., dry according Ruifeng say what? LEDinside:2025 using Micro LED AR micro investment products accounted for 18%LEDinside:2022 years UV LED market output value will reach $1 billion 224 million in 2018, the global LED market indoor commercial lighting for 15 billion 870 million dollars, accounting for the global LED lighting output 42%

(text: LEDinside Janice)

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