LED circle one week inventory: international big factory exposure performance, patent infringement...

This week, farewell to July, also ushered in August. LED circle, the international big factory performance is active, mainly in the second quarter and the first half of the performance sheet, including GE, OSRAM, Xin Nuo fly, Seoul semiconductor, Veeco and Ace strong. OSRAM and Xin nufei still have other movements, Xin Nuo has repurchased shares, and OSRAM has been in the transition recently. In addition to the acquisition of a number of enterprises, this week also announced the sale of lamps and lanterns. Please look back together.

[big Cafe]

OSRAM sales of lamps and lanterns will continue to focus on the high growth market

The board of directors of the OSRAM group recently made a decision to sell its lamps and lanterns. Olaf Berlien, chief executive of OSRAM group, said: "because of a number of measures taken, the financial revenue of the OSRAM professional lighting system department has tended to stabilize. This also enables us to start the business process in an orderly manner, so as to ensure that OSRAM has always focused on a high growth potential in the field of application at the strategic level.

Current hand in hand with JFC to build one of the world's largest vertical farms

A few days ago, GE's Current and Jones Food Co., Ltd. (JFC) is building one of the world's largest vertical indoor farms. The plant nursery is located in North Lincolnshire, England, and will be the largest indoor farm in Europe. Up to 5120 square meters of planting area, up to 420 tons of green leafy vegetables will be produced every year. The planting area is arranged on a shelf up to 11 meters high. In order to maximize production in vertical farms, Current is installing a new Arize * LED horticultural lighting solution.

The value exceeds 1 billion 800 million, Xin Nuo Fei has begun to buy back 9 million 900 thousand shares

On the 30 day, Signify announced the start of the stock repurchase program and repurchased its own shares of up to 230 million euros (about $1 billion 837 million) to reduce the company's capital. The plan will be implemented in July 30, 2018 and is expected to be completed by the end of 2018. According to the current stock price calculation, the repo plan total about 9 million 900 thousand shares, accounting for 7.2% of the company's issued equity. Xin nofly intends to write off the repo stock.

"Wan run science and technology subsidiary" 263 million yuan landscape lighting project

On the 1 day, Wan run science and technology announcements, the company holding subsidiary company in Guangdong building Tian You aesthetic Lighting Co., Ltd. and its wholly owned subsidiary, Guangdong Zhao Rui Guang Lighting Design Co., Ltd. received the tender letter from the tenderer, Guizhou Shuanglong Airport Construction Investment Co., Ltd. in July 31, 2018. The project invested 263 million 404 thousand and 900 yuan for the winner of the general contract for the project design and construction of the project of Guizhou Shuanglong Airport Economic Zone (phase I).

Q3 demand back temperature, Mini LED competitive products or Q4

The third quarter LED demand is more hotter than the second quarter, the capacity full and continuous increase, the demand of the backlight of the mobile phone is also back to temperature; the Mini LED competitive application has been found in succession in the fourth quarter, and the demand for kinetic energy is available and the mobile phone application part. We still have to look at the customer's product and market planning.

The price of LED lighting is afraid of pressure.

According to reports, Ye Yinfu, chairman of the billion ray, 30, said the U. S. - China trade frictions have continued to burn in the near future. At present, it seems that the LED related zero components produced in mainland China or mainland will have a impact on the loss of the United States, and the future is likely to have a negative impact on the price of LED lighting.

At present, the proportion of billion light lighting has been down to 5-6%, Ye Yinfu said, it is not possible to predict what the market will change at present, but it will be "red letter receipt, black word shipment", that is, to take orders below the price of competition, and then reduce costs through manufacturing and other links.

[technology, patent infringement case]

Improvement of sleep and mood in Alzheimer's patients by LED technique

A lighting experiment was conducted at the Rensselaer Polytechnic Institute (Rensselaer Polytechnic Institute) lighting research center, pointing out that Alzheimer's patients in a nursing home have a chance to improve sleep and emotional problems under the light of natural light. The head of the research team says it is easier to control the color of light and light under the LED technology. Through the light, the inhibition ratio of melatonin on the light source is increased during the day, and the night is reduced, allowing the patient to have regular day and night activities.

With the use of liquid quantum dots to suppress the matrix effect, the LED luminescence efficiency is greatly enhanced

The University College of Cork (Ko? University) research team in the city of Istanbul, Turkey, developed an efficient LED. The researchers placed the quantum dots in the liquid directly in the LED device, and the luminous efficiency was 50% higher than that at the solid quantum dot.

And patent litigation of Boston University, crystal electricity second trial

On the 27 day, crystal electricity announced the patent infringement lawsuit of the company and the Boston University, by the Federal Circuit of appeals of the United States as the two trial decision, judging the Boston University patent right invalid, crystal power.

It says the lawsuit has been over many years, the Boston University foundation in October 12, 2012 in Massachusetts local court in the United States to crystal electricity and customers to the Boston University US patent infringement litigation, at that time the claim of more than $568.

"End and Hongqi" YAG patent infringement dispute in Germany, Japan Asia won the compensation

On the 2 day, Japan issued a press release announcing the compensation and termination of the infringement of YAG patents in Germany with the Hongqi technology in Germany. It is reported that in October 2010, Japan and Asia to Taiwan factory Hongqi technology in Germany to bring patent infringement litigation. The infringed products are four white LED, such as "HT-V116TW", "HT-U158TW", "HT-T169TW" and "HT-P178TWU-PQPS-DG", which are owned by Hongqi technology.

[performance show]

MOCVD demand is exuberant, and Ace has increased a number of performance indicators in the first half of the year

On the 26 day, Ace, a supplier of deposition equipment, announced the performance report. In the first half of 2018, revenue increased by 3% to 117 million 600 thousand euros (about 932 million yuan). In the second quarter of 2018, revenue fell to 55 million 200 thousand euros (about $437 million), as a result of the arrangement with customers.

The first copy of the report card after the rename, Xin Nuo fly in the first half of the year's sales of over 24 billion 100 million

On the 27 day, Xin Nuo disclosed the performance, 2Q18, the company realized sales of 1 billion 537 million euros (RMB about 12 billion 195 million yuan), 9.5% lower than the 2Q17; net income of 29 million euros (RMB about 230 million yuan), down 60% from 2Q17. In the first half of 2018, the company achieved a total of 3 billion 38 million euros (RMB 24 billion 104 million yuan), a year-on-year reduction of 10.4%, and a net income of 49 million euros (about RMB 389 million yuan), and a year-on-year decline of 63.2%.

Seoul semiconductor 2Q18 performance, the strong growth of automobile lighting business

On the 27 day, Seoul semiconductor disclosed its performance. 2Q18, the company realized the combined income of 290 billion won (RMB 1 billion 721 million yuan), which was in line with the expected target (2800-3000 billion won), and achieved the operating income of 18 billion won (RMB 107 million yuan, tax interest depreciation and amortized profit (EBITDA) 45 billion won (about 267 million yuan). It is reported that the car lighting sales in all areas of Seoul semiconductors have shown strong growth.

GE second quarter results, lighting revenue of only 1.43%

A few days ago, GE revealed 2018 results. According to the GAAP, GE achieved $58 billion 764 million in revenue in the first half of this year, up 5% from a year earlier, with revenue of $30 billion 104 million in the second quarter, up 3% from the same year.

Among them, the half year of the lighting business contributed $887 million in revenue, and Q2 contributed $431 million to revenue, down 9% from the same period in the previous year, accounting for only 1.43% of the second quarter revenue of the GE.

OSRAM's third quarter revenue remained stable, up to 1 billion 20 million euros

On the 1 day, OSRAM announced the third quarter earnings, and the third quarter revenue was flat with the same period of last year, reaching 1 billion 20 million euro. After the special project, the profit (EBITDA) of interest tax depreciation and amortization (EBITDA) was lower than the same period last year, to 133 million euro. After the adjustment, the profit rate of EBITDA reached 13.1%. Exchange rate changes, as well as the increase in the cost of developing and upgrading production capacity, affected more than forty million euros after the adjustment of the third quarter in the third quarter.

MOCVD equipment factory Veeco 2Q18 performance, revenue 1 billion 79 million

On the 2 day, Veeco Instruments Inc., the MOCVD equipment factory, announced the second quarter results of 2018. 2Q18, the company achieved $157 million 800 thousand in revenue (RMB 1 billion 79 million yuan), up 40.64% from the same period ($112 million 200 thousand) in the same period of last year.

400 million yuan in the first half of 2018

On the 2 day, the SFA sound announced that the company's net profit attribution to the company's owner in the first half of 2018 was about 400 million yuan, while the same period of last year was 113 million yuan.

[recommended reading]

In the first half of the year, OSRAM and other 19 companies bought and acquired LEDinside: the number of heads of head up display LED is expected to reach 300 million in 2023

(LEDinside Janice collation)

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