Week in review: Micro LED "screen", watch more cooperation, mergers and acquisitions

[Micro LED]

In March 19th, an apple is developed by Micro LED screen of the news, once again the Micro LED pushed to the spotlight, a few days later, the Micro LED dynamic continuously, the industry once again set off a Micro LED hot, whether Apple dig these years on the layout of LED Micro still, analysis of potential and resistance of Micro LED, are quite wonderful.

This apple developed Micro LED screen, or will replace the Samsung OLED screen

According to Bloomberg News quoted informed sources, the Apple Corp will be the first independent design and production of the display equipment, using the California headquarters near the secret facility producing small screen for test purposes.

Informed sources said that this screen production is much higher than the currently used OLED display, the company abandoned almost this project in about a year ago, but engineers later made progress, this technology has entered the late stage, but consumers may need to wait a few years to see results.

* Foxconn intends to launch large-scale fund-raising plan, intends to help out of apple Micro LED?

19, Bloomberg quoted sources reported that message, Hon Hai will limit the issuance of NT $9 billion bond financing, is expected this Friday. Mark, although the message has not been confirmed in Foxconn, apple intends to push into the Micro LED, Hon Hai outgoing intends to launch large fund-raising plan, let the market Lenovo related to Apple Micro LED development alliance.

* giants competing ahead of apple, for 34 Micro-LED patents in Korea

According to foreign media news, Apple has filed more than 30 Micro-LED patented technology in Korea, that Apple's R & D show great determination of the panel, which will also contain some two giants formed south korea.

In addition, in the past ten years, Samsung Electronics Applied for a total of 24 Micro-LED patents, Samsung display company applied for 24 patents, LG electronics company applied for 29 patents, the number of LG display company apply for 35.

[event]

Micro LED signs all makes the industry further affirmed its potential and promising prospect, changelight is the first publicly disclosed the new progress of Micro/Mini LED layout. Although Micro LED recently become a subject of king, but dynamic and big events this week Daka are also quite aspect. Nichia and OSRAM announced that it will further expand cooperation on intellectual property, NVC's acquisition of Hongkong blue light core trade limited company to continue to overweight LED lighting business, the British developed all-optical Jijiban

* Nichia and OSRAM announced will expand cooperation on intellectual property

The day before, during the Light + Building exhibition in Frankfurt in Germany, and OSRAM stressed Nichia intellectual property (IP) in its importance in the field of business, announced that it will expand the authorized cooperation.

It is reported that the two companies in 2002 and 2010 have concluded a patent cross licensing agreement, both parties will authorize the patent application in the respective nitride semiconductor products, such as blue, green and white LED and laser components.

OSRAM acquisition of BAG electronics lighting enterprise transformation, and further

The day before, OSRAM acquisition of Trilux group under the Baxter Electronics Co. Ltd. (BAG Electronics), to strengthen its leading position in the field of electronic components. At the same time, the two sides reached consensus and signed with the lowest sales provisions of the strategic supply contract for 5 years. The contract provided by OSRAM lamps in the use of components to Trilux.

NVC intends to 315 million acquisition of Hongkong blue light core

19, NVC announced that the company in March 16, 2018 with the Hongkong Huangyan International Limited entered into a purchase agreement, whereby the company will acquire Hongkong blue core light trading Co., Ltd. 40% of the equity value of 315 million yuan. And indirectly holds a total of 44% stake in Wuhu nvc.

The acquisition of Germany. NEC LED display system provider Squadrat, expanding the product portfolio

The day before, NEC Display Solutions announced the acquisition of Germany's leading LED solutions provider Squadrat display technology to expand its product portfolio, which includes for indoor and outdoor (small spacing) solution of a complete LED service system. Allegedly, Squadrat advanced LED display system with high safety operation and pioneering function, the complete design in Germany, with high-quality components and innovative design.

* Samsung in Switzerland installed the world's first 3D LED movie screen

Samsung launched the first LED movie screen in July 2017. Since then, the company has these screens installed in Seoul, Busan, Shanghai and other places in the cinema. So far, Samsung has only 2D version of the LED screen film. But Samsung ISE (Integrated Systems Europe) 2018 officially launched the LED 3D version of the movie screen, this screen has officially been installed into the theater.

* Sanan Optoelectronics (two) project this year of production

The day before, the two stage equipment Co. Ltd. Xiamen Sanan optoelectronics completed installation and commissioning. Xiamen Sanan optoelectronics officially settled in torch hi tech Zone in April 2014, a total investment of 10 billion yuan, the existing staff of 3000 people. The first phase of the project has been put into trial operation in 2015, is now in full production. The main building of the two phase of the project of LED blue and green wafer, chip production line put into operation in December 2017 this year, is expected to reach.

* the British developed all-optical diode, or on the photon communication system has great influence

According to the 16 physicist organizational networks reported that Britain's National Physical Laboratory (NPL) researchers have developed a new all-optical diode, the diode can be used for micro photonic circuits, light emitting diode is expected to provide a cheap and efficient micro nano photonic chip, which has an important effect on the photonic chip and photonic communications and other fields.

By Japanese companies together in the corporate push Japan LED Huali cultivation technology

LED Japan plant factory startup MIRAI and Chinese cooperative enterprises are striving to promote this technology in china.

India will be a substantial increase in import tariffs, LED and other industries

In February 1st this year, India's finance minister Arun Jaitley has submitted the fiscal year 2018-2019 budget proposal to parliament. In the proposal, plans to raise tariffs on auto parts, mobile phone, lithium batteries, watches, toys and other products, but also the social welfare surcharge charged in the basic tariff based on 10% (Social Welfare Surcharge), intended to promote the development of manufacturing industry, to create more jobs for the country." The new deal from April 1st onwards.

[performance]

In addition, this week has many companies drying out transcripts, including the 2017 annual performance report and the first quarter of 2018 results notice, the company performance has a different degree of change.

* with friends in 2017 profit increased by more than 9 times

Last week, the same Yohyo announced 2017 annual results, achieved revenue of about 666 million yuan, an increase of about 8.9%; year profit of 120 million yuan, an increase of 9.26 times; earnings per share of 5.72 points, no dividend. The 2017 year recorded a net profit of 120 million 500 thousand yuan.

NVC 2017 sales revenue of over 4 billion, net profit doubled

22, NVC disclosed the 2017 annual report, the company achieved sales revenue of 4 billion 63 million yuan, an increase of 6.7%; sales gross profit 1 billion 173 million yuan, an increase of 14.9%; realize the parent company profit attributable to owners of 314 million yuan, an increase of 108.2%.

* Alto electronics nationstar yejiyuzeng and 1Q18

* Taiwan factory performance report, operating temperature

The first half of last year crystal electric blue LED in the price cycle, the price pressure is reduced, EPISTAR first 3 quarters of last year, the smooth transfer of surplus, the last quarter while continuing to profit, but single quarter net income fell to 396 million yuan (NT, the same below), showing profit cut, single quarter EPS dropped to 0.37 yuan, the fourth quarter profit was lower than expected gross margin, interest rate, the camp was reduced to 21.92%, 7.04%, 5 first quarter since the recession, the cumulative annual after tax net income of 1 billion 650 million yuan, 1.55 yuan EPS, successfully get rid of losses for 2 consecutive years.

On the fourth quarter of last year, with revenues of 54 billion 160 million yuan, the cumulative 2017 consolidated revenues of 214 billion 564 million yuan, the annual gross margin and operating profit rate were 12.9% and 3.9%, earning 2 billion 629 million yuan, annual earnings per share for 1.13 yuan. In February this year, with revenues of 13 billion 37 million yuan, the annual reduction of 18.64%, a total of 1 to February consolidated revenues of 29 billion 541 million yuan, the annual reduction of 8.37%.

Light hung revenue of 123 billion 400 million yuan last year, gross profit 327 million yuan, gross margin of 26.56%, operating income 93 million 620 thousand yuan, profit rate of camp 7.58%, pre tax earnings of more than 7401 yuan, the annual net income of more than 6271 yuan, the annual growth rate of 779.74%, annual net income per share (EPS) $0.62, also significantly better than the previous one the year 0.07 yuan, is the best performance in recent three years.

This year 1, Baihong February cumulative revenue of about 252 million yuan, the annual reduction of 9.66%, forecast March revenue rise, but the first quarter of the overall revenue may be slightly higher than the same period last year decline. However, from aviation lighting and sweeping robot infrared sensing module, the application of product orders is expected to grow, there is still support for the overall performance this year is still in stable profit.

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(text: LEDinside Janice)

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