LED circle a week's hot spot: hot industry in the industry is not less heat, platform factory announced May performance...

The week's broadcast time came again. This week's LED circle was "cool", which seemed to respond to the weather in Guangdong, which was the relief of high temperatures after a storm. Although big caffeine is not very dynamic, the hot areas in the industry remain hot, including landscape lighting, car lighting and other high Maori applications. Of course, the focus is Micro LED, after a period of layout, some big factories have announced progress and new layout. In addition, in June, the LED plant of the Taiwan Department disclosed the performance of the May, and published a view of the future operation. Talk less and more details, please look down with the online monarch.

[big caffeine]

Two agreements to promote different LED landscape lighting projects

On the 13 day, the company announced the progress of the company's PPP project and signed a cooperation agreement. The company said that the "cooperation agreement" signed by the company is to promote this cooperation. The project is the PPP project of the landscape lighting optimization and upgrading project of the city administration of the west coast of Qingdao. The total investment amount is estimated at RMB 343 million 610 thousand yuan.

On the 15 day, the company's wholly owned subsidiary, Lu'an famous foreign Electronics Co., Ltd. signed the "Four Party regulatory agreement on raised funds" and has set up a special account with a total of 200 million yuan in the collection bank, which is only used for the research and development base of LED landscape art lamps and lanterns. The construction project of the experience Exhibition Center.

Lighting and semiconductor components, lighting and semiconductor components

On the 14 day, dry photo announcement, based on the company's strategic planning and business development needs, the company invested in Xiamen city of Fujian province and Nanchang city of Jiangxi province to set up a wholly owned subsidiary, Xiamen Zhen Yufeng science and Technology Co., Ltd. and Jiangxi Qian Zhao Lighting Co., Ltd. The main business of the two companies is related to lighting, semiconductor lighting and other different fields.

Continuous development of high-order LED display applications to speed up the layout of car lighting

Chen Qikai, the general manager, pointed out at the shareholders' meeting that this year, it continued to move towards the high level LED display development application, increase the value-added function of the product, and develop product optimization and upgrading and more cost-effective products. Based on the super small space LED display module development plan, the Micro LED display is developed. In addition, the development of outdoor building lighting and white light DC-DC, AC-DC constant current and switched drive IC are the main axis. Car parts will speed up the layout of the car with OE lighting technology and products.

[Micro LED show]

Many parties to help the Hon sea sprint Micro LED, will compete with Samsung?

Hon Hai Group sprint Micro LED, group creation, Rong Chuang, fan Xuan three road hit. The group creates the panel technology advantage assists, the glory creates the key role, not only takes on the Micro LED technology development, also participates in the important transfer investment layout; the newly joined sail Xuan, then has the European team to seek the door voluntarily, the cooperation develops the key large quantity transfer technology.

Hon Hai is intended to take off iPhone's future panel orders and synchronize with Samsung to store energy in large size applications such as television.

Micro LED, platform factory / crystal electricity, etc.

All the people and horses in the Micro LED market, the first exhibition of the world's highest resolution full color active Micro LED display technology, proclaimed the production time of the period. The research institute assists crystal electricity, Xin Xing and accumulation, and develops a "super small space Micro LED indoor display screen" module, which is to attack the 110 inch indoor display market.

Samsung hand in hand with Danish enterprises, developing Micro LED TV The Wall upgrade version

Recently, Samsung has announced that it will cooperate with the Danish top audio company Steinway Lyngdorf to jointly develop the next generation of The Wall TV. It is reported that the next generation The Wall TV is named The Wall Profession, the commercial version of The Wall TV. By co operating with Steinway Lyngdorf, The Wall Profession TV will be equipped with the manufactured speakers.

[station operation]

Second half of the second half of the operation heating up

There is still a surplus in the global LED market, but manufacturers in the Taiwan region have turned to niche markets in the last two years, with a smaller revenue scale, but a better profit. In the grain plant, the crystal electricity increases the red light specific gravity of four yuan, and strengthens the development of Mini LED and VCSEL (vertical resonant cavity laser type laser). The peak season of the second half of the year is coming, and the camp movement can be enhanced.

Crystal electricity in May revenue of 1 billion 814 million yuan (NTD, the same below), the monthly increase of 9%, the annual decrease of 18%, set this year's high. But the second quarter performance kinetic energy is not strong, may barely reach the loss, the main kinetic energy is still in the red product.

In order to recover the temperature of the May battalion in May

In the face of the increase of new production capacity and supply in mainland China, the LED population in Taiwan region has been adjusted for several consecutive seasons.

LED packaging plant billion light in backlighting, lighting inventory back driven, revenue in May increased by 2.4%, but because of price competition, continued to decline 16%, the first 5 months of the first 5 months of revenue is still reduced by 1.

Good performance in May, three sets of car lights, announced the expansion of production

Benefited from the double integral system of the mainland car factory, the company's car zero component light weight and energy saving group in May performance music. In May, Li and Qing merged revenue of 302 million yuan (NTD, the same below), and increased by 30% annually. The cumulative revenue of the former May was 1 billion 709 million yuan and an annual increase of 11%, creating a new high in the same period.

In addition, Li Qing pointed out that the company successfully entered the three car lights, and achieved the brand car factory certification, expected to produce operational benefits in the fourth quarter, and for the needs of Wuhan's small customer orders, and has also started the related expansion plan.

3D sensing and car demand strong demand, Ding Yuan to expand production, operating temperature

New applications, such as car use, 3D sensing and automation equipment, have strong demand for sensing elements. The operation of the Ding Yuan is rapidly increasing. The company is also actively expanding its capacity. The new plant is expected to be completed in June. The production capacity of the sensor will increase by 50%, and the proportion of sensing components will also be increased from 50% to 60%. Yuan Maori and profit, in the strong growth of sensing components, let Ding Yuan this year's performance is good.

Aldi May camp recovery temperature, will continue to force high-order commercial illumination and car lighting

LED packaging plant Edward faded out of low profit PLCC last year and actively adjusted its product portfolio, extended module products and vehicle lighting applications, with a mild improvement in operation. In May this year, the revenue station was 252 million yuan (NTD, the same), the monthly increase of 23%, the annual increase of 30.7%, a new high of nearly 14 months. In the first 5 months of the year, revenue increased by 1.56%. The second quarter revenue is likely to increase slightly in the first quarter, and the industry has a chance to continue to make a profit. Full year after tax return to profit.

[recommended reading]

The 5 highlights of the 2018 light sub exhibition are worth paying attention to the global LED bulb prices in May! The rise in the United States is obviously InfoComm 2018 direct - display target toward HDR development, reflective optical sensing pursuit of higher precision, infrared optical components demand growth - LEDinside

(LEDinside Janice collation)

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