LED circle weekly inventory: domestic and foreign big factories are active, niche market heats up again

The review time of the week has arrived again. Last week, I just said that the circle is quiet, and I guess that the big coffees are ready to go, and this week, domestic and foreign manufacturers are very active, and mainly concentrated in the niche market, including Mini/Micro LED. , car lighting, etc. Especially in the automotive lighting market, the recent three acquisition cooperation cases are particularly exciting. And Ximen’s week-long review time has disappeared for a while. Last week, I just said that the circle is quiet and small. I guess the big coffees are ready to go, and this week, domestic and foreign big factories are very active, and mainly concentrated in the niche market. , including Mini/Micro LED, automotive lighting, etc. Especially in the automotive lighting market, the recent three acquisition cooperation cases are particularly exciting. Siemens, which has disappeared for a while, has recently returned to the field of lighting, and it is a simple event listed this week through the Internet of Things. Please review it together. ★ Nichia's Mini LED is ready for mass production. Micro LED is in the process of preparing for the second division of China-Japan Chemicals. The company's Mini LED is now ready for mass production and has signed a contract with a specific customer. Cooperation, in order to let customers take the lead in launching Mini LED products around the world, it is inconvenient to disclose any details at this stage. It only means that the Mini LED developed by Nichia is defined as a "true Mini LED" with a size of 100m. Will move towards the consumer electronics market. As for the Micro LED part, Sakamoto said that it is okay to complete the experimental product, but it is expected to be at least 4 years as a mass production product before it is expected to enter the commercialization stage. As the world's number one LED manufacturer, Nichia has a long history of natural development. It not only develops its own Micro LED chips, but also develops its own transfer technology and related equipment. ★ Osram and Continental joint ventures are put into operation, and automotive lighting is on a new level It is reported that OSRAM Continental GmbH, a joint venture between the technology company Continental and the OSRAM Group, is officially put into operation. After successfully completing all negotiations and obtaining approval for merger control, the joint venture was formally established in the second half of 2018 as originally planned. ★ Siemens returned to the lighting circle, but this time through the Internet of Things. In October last year, Siemens sold its stake in Osram. Since then, in addition to IoT-related activities, Siemens has little to do with the field of lighting. However, in May of this year, Siemens acquired the American sensor company Enlighted and returned to the field of lighting. This time, Siemens has released an open operating system for the Internet of Things (IoT), further integrated into the Internet of Things and part of the lighting field. ★ Jingdian and Panel Shuanghu and other strong attack Mini LED, next year's commercialization and volume. The industry is rumored that Apple's future iPhone display will gradually shift from LCD and OLED to Micro LED. In the face of this wave of new technology trends, panel, LED and equipment manufacturers all have ducks and waters, and they are eager to seize the opportunity. Panel factory AUO, Innolux and LED factory Jingdian, it is expected that the first Mini LED will be commercialized this year, 2019, and will be the Micro LED warm-up after 2020. ★ Wang Donglei: Promoting the return of NVC to A shares and building a lighting industry chain. Dehao Runda recently announced that the company is planning a merger and acquisition of NVC lighting control in China and related companies, which constitutes a major asset restructuring. . According to the data, the target of this asset restructuring is NVC, the core asset of NVC Lighting Holdings. The transaction is expected to cost 4 billion. It is reported that the company wants to promote the return of NVC to A shares, while also retaining the status of NVC in Hong Kong. Dehao Runda is doing upstream and midstream, and NVC Lighting is doing downstream. This is the existing plan for DHL Runda to participate in NVC in 2012. According to Wang Donglei's plan, in the context of LED transformation, the two companies can better complement each other's advantages and bring about industrial synergies. ★ Recruitment of the Changfang Group: Investment in the project company, cancellation of the education subsidiary, the recent Changfang Group, and the move, on the one hand, announced the proposed establishment of a 5000KK package production project; on the other hand, announced the cancellation of the full-fledged development of the education business the company. According to the announcement, the company intends to fund its own packaging equipment, and the Industrial Control Fund of the Airport Management Committee intends to invest in cash, and jointly invest in the establishment of Nanchang Airport Project to develop smart lighting and healthy lighting. In addition, the company said that based on the consideration of reducing the company's management costs, improving operational efficiency, and fully integrating resources, the company decided to liquidate and cancel its wholly-owned subsidiary Shenzhen Qianhai Changfang Education Technology Co., Ltd. ★ Jufei Optoelectronics welcomes the new real-time controller, 24-year-old Shaodong takes over the father's business According to the announcement of Jufei Optoelectronics on the evening of July 4, the original distribution share of the company's original controlling shareholder Xing Qibin was released. Xing Meizheng, the son of Xing Qibin, will inherit all of his heritage. This heritage is 143 million shares of Jufei Optoelectronics, and its current market value is nearly 400 million yuan. It is worth mentioning that Xing Meizheng is only 24 years old and previously worked for another listed company, Sunlord Electronics. ★ Auto parts giant Magna 1.78 billion acquisition of OLSA to expand automotive lighting business Recently, Canadian auto parts supplier Magna International Inc announced the signing of an agreement to acquire Italy with nearly 230 million euros (1.78 billion yuan) OLSA SpA expands its automotive lighting business to design and manufacture vehicle headlights, taillights and other lighting products in key regions of the world. ★ Hella and Audi jointly develop headlight technology and new lighting concept in the car According to foreign media reports, German automotive lighting manufacturer HELLA and AUDI work together to develop a unique lighting technology for the new AUDI A7 Sportback, which can be applied to LEDs, matrix Different types of headlights such as LED lights and laser beam high brightness matrix LEDs. The system uses a new control unit that can be applied to all lighting functions, and both parties work together to develop new lighting concepts in the car. ★ Varroc Lighting acquires Turkish auto company to expand global lighting business On the 2nd, Varroc Lighting Systems, the world's leading provider of innovative exterior lighting systems, announced the acquisition of Sa-ba Automotive, a privately held company based in Istanbul, Turkey. Through the acquisition of Sa-ba Automotive, Varroc Lighting Systems' global operations have expanded to 17 countries on five continents. ★ Net income of 480 million! US lighting company Acuity Brands Sun 3Q18 performance on the 4th, US lighting company Acuity Brands announced the third quarter financial report for the 2018 fiscal year, during the reporting period, the company achieved net sales of 944 million US dollars (about 6.25 billion yuan) ), an increase of 5.9% over the same period last year of $891.6 million (about 5.9 billion yuan). Operating profit was $105.9 million (approximately $700 million), a decrease of $25.6 million, or 19.5%, from the same period last year. Net income was $73 million (approximately $480 million), a decrease of $9.2 million, or 11.2%, compared to the same period last year. ★ Guoxing Optoelectronics' semi-annual performance report, total revenue of 1.784 billion on the 5th, Guoxing Optoelectronics announced the semi-annual performance report. In the first half of 2018, Guoxing Optoelectronics achieved a total operating income of 1.784 billion yuan, an increase of 11.72% over the same period of the previous year of 1.597 billion yuan; the net profit attributable to shareholders of listed companies was 226 million yuan, an increase of 46.84% over the same period of the previous year of 154 million yuan. . ★ Accumulated in June, the revenue dropped slightly. Q3 operation is expected to benefit from the small-pitch market accumulation. In June, due to the adjustment of customer inventory water level, the revenue will be lower than that in May. The gross profit margin is also expected to maintain the first-season water level, and the profit is expected to be excellent. In the same period last year. Looking forward to the whole year, the legal person believes that due to the higher base period in the second quarter, the third quarter will first see the second season water level, and the accumulation of small-span LED driver ICs will continue to be based on the continuous layout and technological advantages. There is double-digit growth space, but the gross profit margin in the second half of the year is still one of the key points of continuous observation, and profitability is better than last year. ★ Longda's revenue in the first half of the year decreased by 8.82%, and Mini LED's small shipments in the second half of the year reached a consolidated revenue of NT$909 million (NTT, the same below) in June. The monthly decrease was 15.8%, and the annual decrease was 10.7%. In the second quarter, the combined revenue was 2.98 billion yuan, a quarterly increase of 12.6%, and an annual decrease of 1.7%; the accumulated revenue for the first six months was 5.63 billion yuan, an annual decrease of 8.82%. Ronda said that the second quarter of the backlight business is actively sprinting Mini LED technology, currently in the sample delivery, it is expected to start small shipments in the second half. ★ Orders for LED sensing components continued to increase, Dingyuan Q2 profit-making single-season new high Dingyuan achieved revenue of 279 million yuan in June (NTD, the same below), monthly reduction of 3.79%, annual increase of 1.14%; cumulative second The quarterly revenue reached 844 million yuan, a quarterly increase of 4.71% and an annual increase of 2.93%. The accumulated revenue for the first half of this year was 1.65 billion yuan, an increase of 7.35%. In the second quarter, the net profit after tax was 402 million yuan, and the quarter increased nearly 40 times. The net profit per share was 1.32 yuan, a new high in the single quarter. The net profit per share in the first half was 1.35 yuan. In addition, Ding Yuan said that the current proportion of sensor component shipments has reached about 50%, and continues to improve. At present, among the major customers, there is a US system factory, accounting for 20% of revenue. Due to the continuous increase in customer orders, and the influx of orders, Dingyuan’s action expansion has responded.

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