LED circle weekly inventory: international big factory sun performance, patent infringement.

This week, we bid farewell to July and usher in August. In the LED circle, the international big factory is active, mainly in the second quarter and the first half of the year, including GE, OSRAM, Xin Nuo Fei, Seoul semiconductor, Veeco and Ace strong. Among them, OSRAM and Xin Nuo also have another action, Xin Nuo fly back shares, and OSRAM has been in transition recently, in addition to the acquisition of a number of enterprises, this week also announced that it will sell the lighting business, in addition, technology, patent infringement cases are also very good, have you eaten all these melons? Please look back together.

[big coffee show]

OSRAM will continue to focus on the high growth market when it sells lamps and lanterns business.

The board of directors of OSRAM group recently decided to sell its lamps and lanterns business. Olaf Berlien, chief executive of OSRAM group, said: "because of the many measures taken, OSRAM's professional lighting solutions business unit's financial income has stabilized. This also allows us to start the process of selling the business in an orderly way, so as to ensure that OSRAM always focuses on the application areas with high growth potential at the strategic level.

Current join hands with JFC to build one of the largest vertical farms in the world.

Recently, GE's Current and Jones Foods Co., Ltd. (JFC) are building one of the largest vertical indoor farms in the world. This plant nursery is located in North Lincoln, England, and will be the largest indoor farm in Europe. As far as 5120 square meters of planting area is concerned, 420 tons of green leafy vegetables will be produced annually. The planting area is arranged on a rack of up to 11 meters. To help maximize the production of vertical farms, Current is installing a new Arize * LED gardening lighting solution.

The value is over 1 billion 800 million. Xin Fei Fei has begun to buy 9 million 900 thousand shares.

On the 30 day, Signify announced the launch of a share buyback plan to buy up its own share of up to 230 million euros (about 1 billion 837 million yuan) to reduce the company's capital. The plan will begin in July 30, 2018 and is expected to be completed by the end of 2018. According to the current stock price, the total repurchase scheme amounts to about 9 million 900 thousand shares, accounting for 7.2% of the issued share capital of the company. Xin Nuo Fei intends to cancel stock repurchase.

Wan Wan technology subsidiary wins 263 million yuan landscape lighting project

On the 1 day, Wan run technology announces that the company's holding subsidiary, Guangdong Zhong Tian Tian Mei Lighting Co., Ltd. and its wholly owned subsidiary, Guangdong Zhong Zhao Rui Guang Lighting Design Co., Ltd. received the "Notice of bid" issued by tenderer Guizhou Shuanglong Airport Construction Investment Co., Ltd. in July 31, 2018, and the notice confirmed that it was "Providence". And Zhong Guang Rui Guang is the successful bidder of the design and construction of the Guizhou Shuanglong Airport Economic Zone Project (phase I), with a total investment of 263 million 404 thousand and 900 yuan.

(Q3) demand for crystal power will be back to temperature. Mini LED competition products or Q4 will come out.

Crystalline electricity third quarter LED demand is more intense than the second quarter, full capacity and continuous increase in capacity, mobile phone backlight demand is also back to temperature; Mini LED competition applications have found a solution, is expected to appear in the fourth quarter, and the demand kinetic energy can be expected. It still depends on customer's product and market planning.

The price of LED lighting is under pressure.

According to reports, Ye Yinfu, chairman of the 30 billion light industry, said on the following day that the trade friction between the United States and China continued to burn up recently. Now it seems that it will impact the mainland's brand or LED related components exported from mainland China, and it will have a negative impact on the price of LED lighting in the future.

At present, the proportion of billion light lighting has been reduced to 5-6%. Ye Yinfu said that at present there is no way to predict what changes will take place in the market. However, billion light will respond to the "red letter order" and "black word shipment", that is, the price is lower than the competing price, and then the cost will be reduced through manufacturing and other links.

[technology, patent infringement case]

With LED technology dimming, sleep and mood of Alzheimer's patients have been improved.

An illuminating experiment was conducted at the Rensselaer Polytechnic Institute lighting research center in New York, USA. It was pointed out that patients with Alzheimer's disease in the sanatorium had the opportunity to improve sleep and emotional problems under the illumination of natural light sources. The head of the research team said that under the advancement of LED technology, it is easier to control the color of light and light. Through light sources, the ratio of inhibition of melatonin to light sources increases during the day, and decreases at night, so that patients can regular day and night rest and rest.

The use of liquid quantum dots suppresses the matrix effect, and the LED luminescence efficiency is greatly improved.

Ko (University) research team in Istanbul, Turkey, has developed a high-performance LED. The researchers placed the quantum dots in the liquid directly in the LED device. The luminous efficiency is 50% higher than that in the solid state quantum dots.

The patent litigation case of Boston University is successful.

On the 27 day, Jing electric announced the patent infringement lawsuit of Boston University and the United States. It was decided by the United States circuit court of appeal for two adjudication and decided that the patent right of Boston University was invalid.

Jing Electric said that the lawsuit has been used for many years. It was a tort lawsuit filed by the Boston University foundation in October 12, 2012 in the Massachusetts District Court of the United States of America to bring forward patent infringement to Boston University and its customers in the United States. At that time, it claimed more than 568 million dollars.

Ending with Hongqi's dispute over the infringement of German YAG patent, Japan is awarded compensation.

On the 2 day, Japan issued a press release announcing compensation and ending the infringement dispute with YAG in Germany. It is reported that in October 2010, Riya filed a patent infringement suit against Germany's Hongqi technology in Germany. The infringing products are four white HT-V116TW LED, including "HT-U158TW", "HT-T169TW" and "HT-P178TWU-PQPS-DG", which are owned by Hongqi technology.

[performance show]

MOCVD strong demand, Ace strong first half performance indicators increased

On the 26 day, Ace, a deposition equipment supplier, released its performance report. In the first half of 2018, revenue grew by 3% over the previous year, reaching 117 million 600 thousand euros (about 932 million yuan). The revenue in the second quarter of 2018 fell to 55 million 200 thousand euros (about 437 million yuan) due to agreed shipment arrangements with customers.

After renaming, the first transcript was released. Xin Fei flew over 24 billion 100 million in the first half of the year.

On the 27 day, 2Q18 announced that the company achieved sales of 1 billion 537 million euros (about 12 billion 195 million yuan), down 9.5% compared with 2Q17, and realized net income of 29 million euros (about 230 million yuan), down 60% compared with 2Q17. In the first half of 2018, the company achieved a total sales of 3 billion 38 million euros (about 24 billion 104 million yuan), a decrease of 10.4% compared to the same period last year, and realized a net income of 49 million euros (about 389 million yuan), a decrease of 63.2% over the same period last year.

Seoul semiconductor 2Q18's performance, automobile lighting business strong growth

On the 27 day, Seoul semiconductor disclosed its performance. 2Q18, the company realized a combined income of 290 billion won (about 1 billion 721 million yuan), in line with the expected target (2800-3000 billion won), and realized operating income of 18 billion won (about RMB 107 million yuan, profit before tax and depreciation and amortization (EBITDA) 45 billion won (about RMB 267 million yuan). It is reported that sales of automotive lighting in all parts of Seoul semiconductor industry showed strong growth.

GE second quarter results, lighting revenue accounted for only 1.43%

Recently, GE disclosed 2018 of its performance. According to the US general accounting standards (GAAP), GE achieved a revenue of 58 billion 764 million US dollars in the first half of this year, an increase of 5% over the same period last year, including 30 billion 104 million US dollars in the second quarter, an increase of 3% over the same period last year.

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

OSRAM's third quarter revenue remained stable, reaching 1 billion 20 million euros.

On the 1 day, OSRAM announced its third quarter earnings. The third quarter revenue was flat with 1 billion 20 million euros in the same period last year. Interest rate depreciation and amortization profit (EBITDA) after the adjustment of the special project is lower than the same period last year, which is 133 million euros. Adjusted EBITDA profit margin reached 13.1%. The change in exchange rate, as well as the cost increase for R & D and upgrading of production capacity, will affect more than forty million euros after the adjustment of the third quarter EBITDA.

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

On the 2 day, MOCVD equipment factory Veeco Instruments Inc. announced its second quarter 2018 results. 2Q18, the company achieved a revenue of 157 million 800 thousand US dollars (equivalent to RMB 1 billion 79 million yuan), an increase of 40.64% over the same period last year ($112 million 200 thousand).

The first half of the first half of 2018 was 400 million yuan.

On the 2 day, the company announced that the net profit attributable to the owners of the company in the first half of 2018 was estimated to be around 400 million yuan, compared with a profit of 113 million yuan in the same period last year.

[recommended reading]

In the first half of this year, OSRAM and other 19 enterprises acquisition and acquisition case inventory LEDinside: head up display LED use number is expected to reach 300 million in 2023.

(text: LEDinside Janice finishing)

For more LED related information, please click LED net or pay attention to WeChat public account (cnledw2013).