LED circle one week news broadcast: Mini LED is the focus.

[Mini LED]

Mini LED, as a transitional product of Micro LED, has always been in the spotlight. Especially this year, some manufacturers have shown relevant products. Nearly half of 2018 has passed, so many LED factories and some panel makers are speeding up the process of Mini LED. At present, it is widely used in mobile phones, such as Mini, LED and so on. And friends revealed that the Q4 launched the Mini LED game display panel.

Although the potential of Mini LED is unlimited, it is expected to contribute some revenue to manufacturers, but it is also facing some difficulties.

Mini LED has completed the sample delivery certification. Dongbei intends to make 256 million capital increase.

Taiwan's LED packaging plant Dongbei held a shareholders' meeting last week. In addition to the annual financial statements and the deficit Appropriation Bill, the company also decided to increase capital in NT $1 billion 200 million (equivalent to RMB 256 million yuan). It plans to introduce important strategic partners to improve the company's financial situation and enhance product competition. Force and profitability, Dongbei said, Mini LED has completed sample delivery certification, the second half of this year will become the key to profitability growth.

* billion light vehicle products have entered the European and American markets, Mini LED Q4 mass production.

A few days ago, Ye Yinfu, chairman of the company, said that the operation in the second half of the year will be better than that in the first half of the year. The vehicle products have already entered the first class car factories in Europe and the United States, and will start shipping from the third quarter. The estimated revenue will exceed 10% this year. In addition, billion light Mini LED products are being delivered. It is expected that the fourth quarter will start mass production and will be applied to vehicle and cellphone related products.

Macro: Mini LED is used for authentication in mobile phones.

Hongqi said recently that the Mini LED part, the 4 Mini LED developed by Hongqi, is combined into a Mini COB packaging product, which can be applied to the LED screen of the cinema. At present, the delivery has been started, and the Mini LED is used in the authentication.

You will sell the Mini LED game display panel at Q4.

According to AU Optronics (AUO) CEO Cai Guoxin (Michael Tsai), the company has begun to provide customers with Mini LED backlight LCD panel display for game display, which is verified by customers. The commercial shipment of such panels may start in the fourth quarter of 2018.

Group creation: Mini LED unlimited potential, OLED will exit.

Ding Jinglong, general manager of group creation photoelectric executive vice president, said that because the OLED panel does not conform to the optical principle, it may exit within 10 years, especially if OLED TV uses such large size OLED panels. OLED TV panels are too expensive to be replaced by Mini LED panels with lower cost and better picture quality. Mini LED panel is the opportunity of Taiwan factory.

Mini LED and other new technology balance overcapacity, but this year's revenue contribution is not large.

Li Bingjie, chairman of crystal electric, pointed out that after the expansion of production capacity in mainland China in the fourth quarter of last year, the problem of new excess capacity affected the balance of LED market. It is expected that demand is expected to return in the third quarter of this year. The company will balance the impact of overcapacity with new technologies such as Mini LED mobile phone products or laser applications.

However, due to the chip size reduction, mass production is still facing the learning curve. Zhou Mingjun, general manager of crystalline electric, said that Mini LED has already contacted all kinds of customers. But at present, Mini LED is faced with good rate, repair and cost problems. Its progress is slower than expected.

[highlights]

In addition to Mini LED, niche market is also very lively this week: technology breakthrough, big coffee layout and so on.

Korea KAIST research and development of low cost Micro LED production method

Recently, according to foreign media reports, the KAIST research team developed a low cost production method for flexible vertical blue film Micro LED (f-VLED), which is a one-time transfer method for manufacturing thousands of blue gallium nitride (GaN) Micro LED (<2 <2 m) arrays on plastic.

Compared with transverse Micro LED, blue Gan f-VLED can achieve a threefold optical power density (~30 mW/mm2). At the same time, the team can also reduce the generation of heat, thereby prolonging the service life of the projection device for about 100000 hours.

Who is GE lighting? Pass the final bidding in September & result of negotiation

According to reports, according to the e-mail sent to partners by GE lighting in May, the sale of the company has entered the bidding process, including the sale of GE lighting (consumer lighting business) and Current. GE lighting has received some first round of non binding tenders (the deadline for submission is April 30th). On the basis of the first round of bidding, the bidder entered the second round. It is expected that the second round of binding bids will end in about June 30th, and then the final negotiations will be held before the final signing. After all, who will be the GE lighting? Let's see the final bidding and negotiation results in September.

LG Innotek launched UV LED brand InnoUV

Recently, LG Innotek announced plans to launch the brand InnoUV. InnoUV combines the "innovation" and "ultraviolet" plans to be applied to the 40 UV LED packages and modules of its existing R & D. It is reported that InnoUV embodies the goal of LG Innotek to enhance UV LED sterilization capability. It is estimated that the UV-C LED of 100mW (released last November) can eliminate 99.9% Salmonella within 3.4 seconds (Salmonella is a cause of food poisoning).

BOLB company announces major breakthroughs in deep ultraviolet light emitting diodes

BOLB announced that the external quantum efficiency (EQE) of 12.2% can be achieved on the fully transparent UVC LED. This key breakthrough will pave the way for UVC LED to achieve near visible LED efficiency in the next few years, and will further expand the application of UVC LED sterilization technology in people's daily life.

LED continued to grow.

In recent years, the demand for global sensing has been growing rapidly. In the LED plant, Guang Lei, Ding Yuan and so on have all locked in the active transformation of the sensing market. Among them, Guang Lei's sensing element production line has been fully loaded, which was planned for expansion last year. It is estimated that the production capacity is expected to increase by 20% before the end of this year to the next year.

Crystal power: LED penetration continues to increase. VCSEL is used for sensing products this year.

Zhou Mingjun, general manager of crystal electric, said that the VCSEL (vertical cavity surface emitting laser) foundry business has begun to launch the VCSEL products applied to sensing this year. Looking forward to 2018, Zhou Mingjun pointed out that there are still potential development opportunities in the LED market, for example, the demand for LED efficient lamps and filament LED bulbs has grown significantly year by year, and the penetration of LED in lighting and automotive applications has continued to increase.

OSRAM cooperate with Paradox Engineering to promote smart lighting in Switzerland

OSRAM launched a smart lighting project with Paraox Engineering SA, a wireless sensor network technology company in St Gallen, northeastern Switzerland. It is expected to install LED lighting devices and remote remote control systems in the city.

Current provides LED gardening lighting system for large farms in the UK.

A few days ago, GE announced a new LED lighting vertical farm project in the UK. Its Current company provides a linear Arize gardening lighting device for the farm. According to reports, the new farm will produce green leafy vegetables all year round, and LED light can minimize the growth cycle. Current did not disclose details of the spectrum, but the red light was said to have been enhanced.

Explore the Jingdong's proprietary plant factory, whose business mode or global replication?

Recently, Jingdong announced that the agricultural business mode of Jingdong fresh running chicken, swimming duck, flying pigeon and plant factory, lotus flower village and so on will be mature and will be copied in the future. In particular, the farm products of plant factories have been sold in the Jingdong mall, and have been positively reacted by users.

[performance assessment]

The summer solstice has passed, indicating that the semi annual notice will also be opened. This week, the company and Riad took the lead in disclosing performance forecasts. Both companies were drying out a more satisfactory performance notice.

Net profit increased by 1.5 times.

On the 20 day, the famous exchange rate issued a notice to announce the first half of 2018. The company expects to achieve net profit of 171 million yuan to 190 million 500 thousand and 600 yuan attributable to shareholders of Listed Companies in June 30th January 1, 2018, an increase of 155.83% -185.00% from 66 million 842 thousand and 300 yuan a year earlier than June 30th.

The half yearly performance of Riad increased by a net profit of over 500 million.

On the 20 day, after the name Jia Hui, Riad also disclosed the semi annual performance notice. The company expects to achieve a net profit of 537 million 815 thousand and 400 yuan to 593 million 451 thousand and 500 yuan attributable to shareholders of Listed Companies in June 30th January 1, 2018, an increase of 45% to 60% from 370 million 907 thousand and 200 yuan a year earlier than June 30th.

[recommended reading]

Micro & Mini LED business opportunities broke out. Output value in 2022 was nearly US $1 billion 400 million. In LEDinside:2021, the output value of China's LED packaging market will reach 76 billion 800 million 2 thousand and 18 years. China's 500 most valuable brands will be released, and 3 major lighting brands will be selected.

(text: LEDinside Janice finishing)

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