Hot spots of the week: setting up joint venture companies, drying performance, and talking about Youngting

[big coffee trends]

This week, big factories at home and abroad are making moves. For example, in the field of Micro LED, LG released the world's largest Micro LED TV and insisted on "die hard" with Samsung, while Sanan photoelectric will build the first Micro LED production line in the first quarter of next year, and Magna electronics also set up a joint venture with a US company to produce ultra-thin Micro LED. In addition, there are many other developments in the other areas, such as manufacturers or selling subsidiaries, or terminating major asset restructuring, or investing in projects.

LG 175 inch micro LED TV on IFA 2018

TheInvestor has reported in mid August that LG will bring 175 inch Micro LED TV on IFA 2018, which is now confirmed. The exhibition ((IFA 2018)), in addition to 88 inch 8K OLED TV, LG synchronized display of 175 inch micro LED TV, to "the world's largest" posture, it is necessary to fight Samsung modular TV The Wall TV.

Samsung: it is expected to be the first to launch the QLED TV. The price is the biggest problem.

Investor and Aju Business Daily reported that Samsung QLED is currently between the traditional liquid crystal (LCD) panels and LED backlight modules plus the quantum dot film layer. However, the quantum dot LCD panel is only a short-term strategy. In the future, it will turn to the self luminous QLED panel.

Han Jong-hee, President of Samsung Electronics visual display division, said at the Consumer Electronics Show (IFA) in Berlin, Germany that Samsung will be the first to issue self luminous QLED. The biggest problem now is price, not technology, and the price should not be too high.

Micro will build the first LED production line.

According to insiders, Sunan will build the first Micro LED epitaxial wafer and chip production line in the first quarter of 2019. According to the news, San an has developed a diameter of 20 micron Micro LED products, at the same time, San an will also produce 4 micron LED and 10 micron LED flip chip.

* magna and Rohinni set up a joint venture to produce ultra-thin MicroLED.

According to foreign media reports, Magna Electronics (Magna Electronics) and the United States Rohinni company set up a joint venture Magna Rohinni Automotive to produce ultra-thin Micro LED lighting solutions. The joint venture will be controlled by magna, integrating Magna's powerful electronics manufacturing and Rohinni's lighting technology in the mobile industry. The company will be based in Holly, Michigan.

Seoul semiconductor accuses Fry's Electronics of infringing 15 LED patents.

On the 4 day, Seoul semiconductor said in a statement that it had filed a patent infringement lawsuit against a variety of LED TV products sold in the Eastern Federal Court of Texas, and Fry's Electronics, a handful of household appliance sellers in the United States. Seoul semiconductor claims in its complaint that Fry's Electronics's LED TV product is suspected of infringing 15 patents related to the core process of Seoul semiconductor manufacturing LED backlight.

Can't we get rid of the failure of the semiconductor lighting business?

On the 4 day, Qin Shang shares announcement, the company and Mr. Huang Zhiyong signed the "termination agreement on asset transfer agreement", the two sides decided to terminate the company's holding Au Optronics Co, Guangdong Qin Shang semiconductor lighting technology Engineering Co., Ltd., Jiangxi Qin Shang photoelectric Limited company, Ordos City, Raffles Optoelectronics. Technology Co., Ltd., Anhui Province Qin Shang Photoelectric Technology Co., Ltd., Anhui Bang Da Qin Photoelectric Technology Co., Ltd., Fujian province national strategy Photoelectric Technology Development Co., Ltd., Jiangsu Shang Ming photoelectric Co., Ltd., Guangdong Hui Yu letter with Cci Capital Ltd, Guangdong Zhongke Hong micro semi conductor equipment Co., Ltd. equity. Therefore, the company's main business includes education and training and semiconductor lighting. Semiconductor lighting business will be mainly implemented by Au Optronics Co, a subsidiary of the company.

The company will sell a 100% stake in its wholly owned subsidiary, and the transaction price will be determined.

5, Guoxing photoelectric announced that the company agreed to sell a wholly owned subsidiary of Xinye County Guoxing Semiconductor Lighting Co., Ltd. 100% stake. Xinye Guoxing's business scope includes production and sales of LED devices, display panels, LED traffic lights, semiconductor lighting, semiconductor integrated circuits, photoelectric modules, electronic tuners, electronic components and components; photoelectric products processing; undertake LED display, lighting, illuminate engineering.

* overclocking three to spend about 300 million yuan to build LED environmental protection and energy saving smart city project.

6, overclocking three issued a notice, in order to meet the needs of rapid development of the company's business, through friendly consultation between the two sides, the company intends to sign the investment contract of LED environmental protection and energy saving smart city project with the Jingmen Municipal People's Government of Hubei Province, and invest in the construction of LED environmental protection and energy saving smart city project in Dugao District, Jingmen high tech Zone. It's 300 million yuan.

[plant factory]

6600 square meters plant plant has been put into operation in Chongqing, with a total investment of about 8 million.

Recently, the reporter learned from the district agricultural investment group that the first plant factory in Chongqing, which started construction in November 2017, has been fully built and put into operation in Tongnan national agricultural science and technology park.

The Asahi plant factory is jointly constructed by Shaanxi Xu Tian company and Chongqing Tongnan National Science and technology agricultural park. The total area is about 6600 square meters, with a total investment of about 8 million yuan and a building area of 1000 square meters, including cultivation rooms, nursery rooms, operating rooms, equipment rooms and visiting corridors.

There is also such operation: can LED vertical lighting farm be built in tunnels?

According to reports, an old tunnel in South Korea has been transformed into a vertical farm, using LED growth lights to grow vegetables and fruits to solve the problems caused by extreme weather, agricultural land and labor shortage. This is the world's first indoor vertical farm built in tunnels, and the largest vertical farm in South Korea, covering an area of 2300 square meters. The vertical farm began supplying vegetables to a food retailer and a chain bakery by the end of August.

[Taiwan plant operation]

Recently, some factories announced the August earnings report, and the overall performance has been improving. At the same time, Ji Ji and Yi Guang also expressed their views on future operation.

Accumulate and attack large audio-visual market, feast on Mini LED business opportunities

Mini LED business opportunities will be expected to erupt next year. Taiwan's LED drive IC big factory has accumulated the previous layout of Mini LED Kanban drive IC has been developed to the third generation, so that Mini LED Kanban contrast greatly improved. It is expected that the first quarter of next year will be able to enter large audio-visual manufacturers, and the performance will grow significantly.

Billion light revenue and profit or decrease this year, increase the proportion of niche products.

Billion light has achieved a 5 year low of last year's profit. This year, it has been affected by factors such as the continuous decline in the price of LED large package and the decline in shipments. Although the company expects to increase its momentum in the second half of the year in terms of product mix improvement and accelerated growth of new products such as vehicle, it is expected that revenues and profits may still decline compared with last year.

In recent years, foreign capital has seen the operation performance of light billion light this year to the following three years. In addition to the interpretation of the legal person, it has also revealed that the former general manager Liu Bangyan has returned to the management team. Last year, the monthly capacity of the company was about 5 billion 500 million, which is now up to 6 billion. It is now increasing to the capacity of vehicle and invisible light. The monthly production capacity of the causeway factory is expected to reach the end of the year. It can reach 200 million at the bottom. Billion light reduces the proportion of profit margins such as backlighting, lighting and other consumer areas to increase niche applications.

In August, Longda battalion gains growth, and automotive lighting products are expected to boost operation.

The combined revenue of Longda electronics in August was 1 billion 80 million yuan (NTD, the same below), a monthly increase of 13.8%, an annual increase of 1.32%, a cumulative 1 to August combined revenue of 7 billion 656 million yuan, an annual reduction of 8.35%. Longda said that in August, due to backlighting and lighting module customers continue to pull goods, leading to a rise in revenue.

Crystal electricity revenue in August has hit a new high this year. The visibility of orders is October.

On the 7 day, Jing electric announced its revenue in August. Due to the traditional peak season's deferral, crystalline electric revenue in August has climbed to a record high this year, reaching 1 billion 904 million yuan (NT $4.97%), but showing an annual decrease of 18.37%. The four yuan LED and Blu ray LED have improved because of the peak season. The current order visibility can be seen in October.

In August, the revenue of light treasure increased, and the shipment of vehicle lighting was smooth.

In August, the combined revenue of light treasure technology increased by 18 billion 593 million yuan, an increase of about 20% in the month and 0.15% in the year. The total revenue in the first eight months of this year was 137 billion 321 million yuan, with an annual reduction of 2.3%. Among them, the photoelectric sector accounted for 15% of revenue in August, of which, the market demand for the invisible LED continued to grow and the market share of LED components was expanded. Thanks to the smooth delivery of LED vehicle lighting, the revenue of optoelectronic sector increased by more than 10%.

The revenue of Hongqi Q3 has been cut down year by year, and the new products of Mini LED have been sent to be certified.

Taiwan LED packaging plant Hongqi in the first quarter of this year due to the screen entry mat high base period, the second quarter performance was flat. At present, the order visibility is about 1-2 months. Initial estimates of 8 and September revenue may be similar to July. The overall third quarter performance is near last quarter, but may be lower than the same period last year. As for the backlight, the new Mini LED product has been sent to the mobile phone, TV, electric car and vehicle market for the first time, and has yet to be certified by customers.

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(text: LEDinside Janice finishing)

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