This week's wonderful news inventory.

A week's news gathering time came online again. Recently, the LED circle was relatively quiet. Especially domestic manufacturers, compared with international manufacturers, the international manufacturers seemed to be slightly more active. However, a United States announcement of a 10% tariff increase of $200 billion worth of Chinese products appeared to have broken the peace. The impact of the LED industry is quite large. For this reason, LEDinside has made an objective analysis of this. "200 billion tariff levy, and the impact of the LED industry chain? " In addition, the online gentleman listed some wonderful developments this week and reviewed them with readers.

[highlights]

Toshiba intends to close a lighting factory, will the Japanese LED lighting market touch the top?

On the 14 day, the press release of Toshiba Lighting & Technology, a subsidiary of Toshiba's lighting products, announced that in order to improve production efficiency, the Numazu factory for producing LED lighting will be closed by the end of March 2019, and the production will be concentrated in the deer marsh factory. The deer marsh plant is expected to expand its production in order to produce the items currently produced in Numazu factories. Production space.

* dry light optoelectronic acquisition of blot semiconductor, the transaction price has not yet been disclosed.

On the 16 day, according to the announcement issued by the photoelectricity company, the company is planning to buy the controlling rights of the Zhejiang blue semiconductor Polytron Technologies Inc, which deals with issuing shares and paying cash, and will raise matching funds. At present, Qian Zhao photoelectric has not disclosed the share price and price of the proposed acquisition.

Jiawei shares will be renamed Jiawei Xin energy, and intends to spend 1 billion 800 million to buy Huayuan new energy.

A few days ago, Shenzhen Jiawei photovoltaic lighting Limited by Share Ltd announced that due to the expansion of business scale and the adjustment of business projects, the original enterprise name could not reflect the development direction of the industry and company. Therefore, the name of the enterprise was changed to "Jiawei new energy Limited by Share Ltd". Jiawei Xin Nen.

On the 19 day, the company issued a notice that the company intends to purchase related assets (Huayuan new energy stock) through the issuance of shares and cash. Among them, the 75% stake of Huayuan new energy held by Zhen FA energy is 1 billion 350 million yuan, and Hao Xuan investment holds 25% stake in Huayuan new energy, and the transaction price is 450 million yuan.

(3) optoelectronic 200 million to 800 million yuan to buy back shares.

On the 17 day, the San an photoelectric announcement issued, the company intends to buy back shares, repurchase no less than 200 million yuan (inclusive) and not more than 800 million yuan (inclusive). Under the condition that the price of the repurchase stock does not exceed 18 yuan / share, the amount of the repurchase stock is estimated to be no less than 44 million 450 thousand shares, which accounts for about 1.0899% of the total share capital issued by the company. According to the lower limit of the repurchase amount, the number of the repurchase stock is estimated to be no less than 11 million 120 thousand shares, accounting for about the total share capital issued by the company. 0.2727%, the number of specific repurchase shares shall be based on the number of shares actually repurchased at the end of the buyback period. The period of repurchase shall be within 2 months from the date when the shareholders' meeting deliberated and adopted the repurchase scheme.

In addition to intelligent lighting technology, OSRAM will also focus on these areas.

On the 18 day, OSRAM CEO Olaf Berlien said on the "OSRAM photoelectric semiconductor market and technology day" held in Munich, OSRAM has been promoting the fast growing high-tech market. In addition to intelligent lighting technology, the future development will focus on visualization, sensing and processing. OSRAM is launching its product portfolio in this direction to enhance its image as a high-tech supplier. At present, LED products account for about 70% of combined sales.

Plessey order Ace strong MOCVD reactor, help MicroLED production

On the 19 day, press releases Plessey announced that the company has purchased Ace strong (AIXTRON) AIX G5+ C organic metal chemical vapor deposition (MOCVD) reactor. The reactor will enhance its manufacturing capability of silicon based gallium nitride epitaxial wafers. The company intends to install the reactor in its manufacturing plant (270 thousand square meters) in Plymouth, England (Plymouth) in the first quarter of 2019, and put it into operation.

Shunchang, Australia: 400 thousand new LED chips will be reached by the end of the year.

On the 19 day, Shunchang ocean Australia, in accepting institutional research, said that the company is currently focusing on the largest lighting market in the field of LED chips, and has become one of the top three suppliers of the LED chip industry. The company's original LED chip has a capacity of around 1 million units per month, and another 400 thousand are being planned according to schedule. Since August, the capacity has been slowly released. It is estimated that 2/3 of the capacity will be reached by the end of September, and the rest will be reached before the end of this year.

NARLabs joined hands with Belgium Imec to develop MicroLED testing instruments.

On the 20 day, NARLabs signed a memorandum with Belgian Microelectronics Research Center to help Taiwan plant fight Korea in the Micro LED field. The two sides signed a memorandum of cooperation. In the future, hyperspectral technology will be used to jointly develop Micro LED detection equipment to help Taiwan factories detect related products and ensure the quality of products.

Seoul semiconductor has won the US patent infringement case, involving LED lighting products.

On the 20 day, Seoul semiconductor (KOSDAQ 046890) announced that it had won the United States federal court's successful judgment in the patent infringement lawsuit against Philcor TV & Electronic Leasing, Inc. (hereinafter referred to as "Philcor"), a distributor of LED lighting products in the United States.

[recommended reading]

Detection of micro-LED surface brightness based on microscopic imaging system. The general lighting market has been reduced in interest rates. The three major international factories have withdrawn large size televisions and high-order IT products, and MiniLED has the chance to compete with OLED.

(text: LEDinside Janice finishing)

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