This week's inventory: performance list is released, Taiwan factory moves more frequently.

This week's point: 41 LED related enterprises semi annual report list, revenue net profit PK; Wenzhou to spend 600 million to build the world's largest mountain light show; Apple was sent a secret visit to friends and crystal electric; NVC intends to purchase 890 million Yida (Hongkong) optoelectronics, enter the North American market; time Touch Taiwan 2018, Taiwan factory crazy show Mini LED Technology Billion light to adjust the direction of operation, Longda implementation of the new strategy; crystal LED filament lamp patent litigation reached Wage.

[half year press performance show]

August has come to an end. Recently, some LED related enterprises caught up with the last bus and announced their earnings. According to LEDinside's incomplete statistics, as of August 31st, a total of 41 LED related enterprises have disclosed their performance, about 90% of the enterprises' profits, and about 68% of the net profit of enterprises has been growing positively.

[select news]

Invest 600 million! Wenzhou builds the world's largest mountain lighting show

The night tour of the core section of Oujiang River is a key project for development and construction along the Oujiang River this year. The project will invest nearly 600 million yuan, will deduce a single Wenzhou intention, full of Ou Yue details of the lighting show. At present, the project has completed about 80%, of which the most beautiful Jianshan wins the layout waterfall, and will become the largest mountain show in the world.

A major lighting factory in the United States announced price increases, covering most of its products.

According to foreign media reports, a letter from the Eaton Lighting of the US lighting company has given notice to its dealers and agents that the company has not announced the price increase of 6%, due to the impact of rising prices of raw materials and increasing tariffs.

According to its announcement, the price of most lighting and lighting control products has increased by an average of 6%, coming into effect on October 1, 2018. Orders placed on or before September 30, 2018 will be invoiced at current prices. The quoted price is valid until September 30, 2018. The quotations received after October 1, 2018 will be subject to the new price.

Promote smart home landing, HUAWEI released 3 new intelligent lighting products.

On the 28 day, HUAWEI terminal held a new conference on smart products in Shenzhen, and launched the first intelligent lighting product of HUAWEI intelligent selection brand. As the world's leading provider of ICT (information and communication) infrastructure and intelligent terminal, HUAWEI has increased its investment in smart home in recent years, and launched its own intelligent hardware brand "HUAWEI intelligent selection", unified APP entry to ensure product quality and experience consistency.

Jie Wei shares to cancel LED new lighting subsidiary Fujian Jiawei

On the 30 day, Chia Wei shares issued a notice. The thirtieth session of the third board of directors, which was held in August 29, 2018, considered and passed the motion on the cancellation of holding subsidiaries. The company intends to cancel Fujian Jiawei optoelectronics Co., Ltd., a subsidiary holding company of R & D, production and sale of LED new lighting products, and Licensing companies management shall handle related liquidation and cancellation issues according to law.

Apple will visit the original supply chain of its faceplate.

In the industry, apple recently sent members to Taiwan to make a secret visit to the company and crystal electric, to prepare for the new display technology installed next generation iPhone. If Apple or apple can enjoy Apple's favor, apple Mini LED or Micro LED will break the current apple panel supply chain, dominated by Korean, Japanese and other industries. At the time of the latest technology, the big factories are concerned about the progress of their opponents, and the venue is also coming out. Apple takes part in this exhibition to see Taiwan, in addition to seeing the exhibition, it also pays special attention to friends and crystal.

NVC intends to purchase 890 million Yida (Hongkong) optoelectronics to enter the North American market.

On the 30 day, NVC announced that the company entered into a formal stock purchase agreement with Jadestone in August 30, 2018, and acquired a 100% stake in Jadestone (Hongkong) Optoelectronics Technology Co., Ltd. (hereinafter referred to as Target Corp) at the cost of RMB 890 million yuan, or it will be adjusted according to the formal share purchase agreement. After the transaction is completed, Target Corp will become a wholly owned Affiliated Companies of NVC.

[Taiwan factory dynamics]

Micro/Mini LED holdings, Taiwan plant is expected to achieve overturn in the display industry.

We have pioneered the development of full-color active 8 inch Micro LED display this year. The two tigers in the fourth quarter are also expected to produce Mini LED related displays. We can see that the factory's next generation display technology continues to break through the technical bottlenecks. In the future, Taiwan will have the opportunity to counter AMOLED displays with new technologies such as Micro and LED.

We will actively adjust our business direction and focus on high margin products in the future.

On the 24 day, LED packaging Dachang billion light said that in recent years, although the LED industry continued to oversupply, but the company actively adjust the direction of operation, its vehicle products today (2018) has received orders from the international auto factory, it is expected that in the second half of the year, the shipments of vehicle products are still expected to maintain growth trend; while in the Mini LED, billion light has launched a series of back. Light products are expected to start shipping in the fourth quarter, and the company plans to expand the production capacity of invisible and automotive products this year.

* Longda published Micro LED grains below 20 m and implemented production centralization strategy.

Prior to the launch of Touch Taiwan 2018, Longda released the latest miniaturized Micro LED grain with a grain size of up to 20 microns (below m). In addition, Longda also released two latest technologies, namely R / G / B Micro LED grain and color conversion Color Color, and two grains. The plan is applied to display.

In addition, Longda electronics implemented the "production concentration" strategy. Chairman and CEO Su Fengzheng said that most of the production was relocated to the Chuzhou plant in mainland China to minimize the time to move. It is estimated that the production capacity will be all in place from the end of the third quarter to the beginning of the fourth quarter of this year. Next year, it is hoped that production concentration will bring benefits.

Crystal electric announces reconciliation with V-TAC on LED filament lamp patent litigation

On the 24 day, Jing electric announced its agreement with V-TAC USA Corp. to settle the patent lawsuit between the two sides in the Central District Court of California.

In the US time 2018/5/7, Jing electric filed a patent infringement lawsuit against V-TAC in the Federal District Court of central California. In its complaint, Jing electric pointed out that V-TAC products infringed seven patents on crystal power, and applied for an injunction issued by the court to prohibit V-TAC from continuing to sell infringing products.

Crystal power pull high tech holdings; Q3 Blu LED full capacity.

The LED plant is actively preparing for Mini LED, and Taiwan Technology Co., Ltd., in order to expand the production of Mini LED related products, Taiwan's Department of technology, to handle 11 thousand private placement stocks, and to participate in the subscription of crystal electric power, and to raise the stock to 43.77%. We already have the three seats of the board of directors.

In addition, the operation of the Taiwan Department is weak. However, as the industry enters the peak season and the backlight and display orders return obviously, the blue light LED capacity of the third quarter of the crystal power is fully loaded, and the transportation capacity is growing month by month. The endurance of the Blu ray full load is expected to extend to October.

Touch Taiwan 2018 launched today, Taiwan factory crazy show Mini LED Technology

On the 29 day, the Touch Taiwan 2018 intelligent display and touch exhibition was unveiled at the Taipei Nangang Exhibition Hall. For the first time this year, the theme exhibition area of "Micro LED/Mini LED products and solutions" was added to attract the relevant industry chain manufacturers to gather and compete for the display of new technologies. Among them, the two tigers, LED and Longda electronics show many kinds of products related to Mini LED.

Target of Taiwan LED plant: reduce Mini/Micro LED cost

Mini LED and Micro LED are the most popular technology topics in the recent LED industry. They are also regarded as the possible new blue sea in the future. The research center of the LED Research Center (LEDinside), said that Mini LED can make the panel quality better. However, the cost is increasing. Follow the footsteps, mainly attacking high-order products and differentiated markets in the early days, and how to effectively reduce the cost of Mini LED in the future should be the direction for Taiwan factory's follow-up efforts.

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(text: LEDinside Janice finishing)

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