This week LED circle big coffee show Shopola

This week, we bid farewell to October and usher in November. The international factories have been pressing this time to show their financial results. In addition, business dynamics are also very exciting. Some merge subsidiaries, some set up subsidiaries, and other subsidiary companies. Please chat with Mr. Jun online to review the selected events.

[big coffee show]

Mini LED re innovation, Longda new module can realize dynamic picture of car lights.

Taiwan LED vertical integration plant Longda electronics is optimistic about the development trend of Mini LED. After publishing a series of products in August, yesterday (31) released the latest application module of "I-Mini Square", which is not only more suitable for vehicle lights than OLED technology, but also can realize RGB full color and high brightness dynamic screen display, and it is another breakthrough for Mini LED application.

Expand the layout of Vietnam and the Middle East, and add 680 million subsidiaries to the company.

Recently, Guang Bao announced that expanding the production base outside the mainland of China and strengthening the layout of Asia, started to increase cash in Vietnam and the Middle East Jordan subsidiary, and the total sum of the two cases was about 680 million yuan.

In order to bring the group into full play, crystal electric intends to merge 4 wholly owned subsidiaries.

Yesterday, (1) the resolution made four Epistar 100% JV Holding (BVI) Co., Ltd., UEC Investment Ltd., HUGA Holding (Ltd.) and HUGA, a simple merger.

Joint construction of optical and capital subsidiary Company Limited

On the 29 day, the joint construction optoelectronic announcement said that in order to realize the integration and resource optimization of the company's digital display equipment business sector, combined with the company's development plan and actual operation needs, the company intends to wholly share the 100% stake of Huizhou Jianhe photoelectric Co., Ltd. and the 100% stake of Shanghai LIAN Jianhe Photoelectric Technology Co., Ltd. Zi Zi Shenzhen city joint construction photoelectric Co., Ltd. to increase capital. After the capital increase is completed, joint construction Limited will hold 100% stake in Huizhou Jianhe and Shanghai LIAN.

Shanghai Yongjie Lighting Co., Ltd.

On the 29 day, according to the announcement, the company's controlling subsidiary, Zhejiang Yong Qi Lighting Engineering Co., Ltd., in accordance with the needs of business development, intends to set up Shanghai branch of Zhejiang Yong Qi Lighting Engineering Co., Ltd. in Shanghai, responsible for lighting engineering business and product sales and marketing in Shanghai area.

Apple's new automotive lighting system: using lights to provide more information

In October 30th, U.S. Patent and Trademark Office authorized a new Apple patent, called "external lighting and warning system". The patent explains a way to provide information to other road users, not only to provide more lights, but Apple thinks it is possible to install reflective panels around vehicles, and set up a row of LED lights on the reflector panels. The rear part of the car is also equipped with light-emitting parts to provide more information.

Latest: WOFI, a German subsidiary, has withdrawn its appeal, and the decision has been confirmed.

On the 30 day, Nichia Corp. issued a press release, pointing out that the WOFI Leuchten Wortmann & Filz GmbH has withdrawn its appeal, so the decision of the German court of duesai doff has been confirmed, and the 12 white light LED products of WOFI have been infringed on the patent of Japan Asia YAG white light.

Japan Nitride has set up a subsidiary to develop high efficiency Micro UV-LED chips.

On the 1 day, Japanese UV LED manufacturer Nitride Semiconductors announced that it invested 100 million yen (equivalent to about 6 million 140 thousand yuan) to set up a wholly owned subsidiary Micro Nitride. The subsidiary will focus on R & D, manufacturing and marketing of Micro UV LED chips for Micro LED display, and will start operation in November 1, 2018.

In addition, the company uses the UV-LED +RGB phosphor to produce the UV-LED chip with N and P superlinear structure (SLS), and the luminous efficiency is doubled.

[performance show]

3Q18 sales exceeded 12 billion yuan, and LED products accounted for 70%.

In October 26th, Signify, the global lighting leader, announced its third quarter 2018 earnings report. During the reporting period, Xin Nuo achieved sales of about 1 billion 600 million euros (equivalent to about 12 billion 656 million yuan), down 5.3% from the same period last year. Net income of 93 million euros (equivalent to about 736 million yuan) was 15.1% down compared to the same period last year. Among them, sales of LED products accounted for 70% of total sales, and increased by 0.1% compared with the same period last year.

Performance exceeds expected target. Seoul semiconductor's third quarter revenue is more than 1 billion 900 million yuan.

On the 29 day, Seoul Semiconductor Corporation (Seoul Semiconductor) announced its performance in the third quarter of 2018. In the third quarter of 2018, the combined income of the company was 320 billion won (about 1 billion 953 million yuan), exceeding the expected target (3000-3200 billion won), operating income of 28 billion won (about 170 million yuan), profit before tax and depreciation and amortization (EBITDA) 55 billion won (about RMB 335 million yuan).

MOCVD demand for production of ROY LED continues, Ace strong Q3 report good results

On the 30 day, Ace strong (AIXTRON) announced its performance report for the first nine and third quarters of 2018. The company's revenue in the first nine months of 2018 increased by 3% to 180 million 900 thousand euros (about 1 billion 429 million yuan). Revenue in the third quarter increased to 63 million 400 thousand euros (about 500 million yuan). In addition, gross profit margin and gross profit margin increased by 78 million 200 thousand euros (about 618 million yuan) and 43% respectively in the first nine months of 2018.

LED lighting, display and other market power, Veeco3Q18 revenue 877 million

On the 1 day, Veeco Instruments Inc., MOCVD equipment factory, released its third quarter results in 2018. In the third quarter, the company achieved a revenue of 126 million 800 thousand US dollars (about 877 million yuan), compared with 129 million 300 thousand US dollars (about 895 million yuan) in the same period last year.

+Mini LED is gradually expanding, and next year's battalion will see an increase of 2 to 3.

LED Dachang crystal power transformation this year, the annual revenue may decline compared with last year, but the business interests are positive. The company expects that the company will improve its investment industry next year with its crystalline semiconductor and Yuanfeng new technology and so on. With the launch of the three arrows, there will be an opportunity to push forward the total revenue of Jingjing, which will return to more than 25 billion yuan (NT $five) next year. The challenge is nearly five years high, with an annual growth rate of two to 30%.

LED components and outdoor lighting need to grow, and Q3's gross margin will rise.

30, Guang Bao announced its third quarter results. Revenue 53 billion 400 million yuan, quarter decrease 2%, year decrease 5%, if do not contain transfer of mobile phone camera module business, then increase 17%, increase year by year 5%. Guang Bao pointed out that the third quarter was mainly benefited from cloud computing, LED components and outdoor lighting, storage devices and AI smart home devices and other market demand growth; internal factors were supply chain management, product mix optimization and operational efficiency improvement, gross margin and profit rate were 15.8% and 6.2%, respectively, increasing by 3.5% and 3% respectively.

[recommended reading]

2018 Hongkong Autumn Lantern Festival hit: intelligent lighting and healthy lighting as the main axis TrendForce:2019 years Mini LED backlight product is expected to mass production LEDinside:8K era - MicroLED TV market outlook and technological challenges

(text: LEDinside Janice finishing)

For more LED related information, please click LED net or pay attention to WeChat public account (cnledw2013).