Weekly news inventory: semi annual reports have been released, and big factories are moving.

Time flies so fast that August will soon come to an end. Therefore, this week, the semi annual report has entered a period of intensive disclosure, almost every day, there are performance records signed. Although some people are happy and worried, the overall trend is good. In addition to this great point of view, there have also been exciting events in various fields this week. It is said that LG may launch a bigger Micro LED TV than Samsung The Wall. It is said that the New Area - marine lighting is beginning to show business opportunities. I heard that Volkswagen or the recall of 700 thousand SUV / more highlights were revealed below because of possible short circuit hazards in LED lamps.

[performance assessment]

Annual report of 17 enterprises, such as San an, Mu Lin Sen, OPPLE lighting, etc.

A total of 17 LED companies were drying out their transcripts this week (incomplete statistics). Among them, 14 enterprises have achieved double profit in net revenue, overall performance is good, and net profit has increased by nearly 2 times. In addition, two companies have not only reduced profits but also lost money.

The growth of niche products such as vehicle, sensing and so on is expected to be back in the second half of the year.

Taiwan LED packaging Dachang billion light profit last year hit a 5 year low, the first half of this year continued to slump. In the first half of the year, the earnings per share were about 0.79 yuan (NT $49%), or an annual decrease of 49%. It is expected that in the second half of the year, with the growth of the traditional peak season and the growth of orders for vehicle, sensing and niche applications, there should be an opportunity to return to the temperature. However, because the profit level has dropped in the first half of this year, it is estimated that this year's profit will still decline by two digits from last year.

Zeng qi transformation benefits continue to show, Q3 shipments increase temperature

Taiwan LED packaging plant continues to show the benefits of macro and qi transformation. The company continued to warm up this year after operating its best performance in recent years. The company said that the new joint venture factories in mainland China have been investing in the industry last year, and the third quarter will be better than the second quarter in terms of consumer electronics and display orders.

[highlights]

Yes, it's bigger than Samsung's "The Wall", and LG will push 175 inches of Micro LED TV?

According to TheInvestor, LG will bring the first and largest Micro LED TV in the world at the end of this month's IFA, reaching 175 inches. At the same time, LG's TV will be thinner than Samsung's 80mm.

For the rumor, LG spokesperson did not confirm it, but just stated that LG is indeed developing and researching Micro LED technology.

LG Innotek push "sanitary lighting LED" not only for lighting but also for sterilization.

On the 20 day, LG Innotek (LG LG) announced that the functional light source, "sanitary lighting LED", which had the effect of sunlight disinfection, has been available. This kind of LED lighting can not only illuminate all the indoor space, but also has bactericidal effect.

Mini LED is shipping in the second half of the year. The factory expects business opportunities to start next year.

Mini LED officially started shipping in the second half of this year, which seems to bring another dawn to the future operation of Taiwan LED plant. However, due to the short shipment time, the impact on the performance of this year is still not large. However, Taiwan LED plant is expected to start market opportunities next year, and it is expected that market penetration will increase significantly in the next year and next year. Crystal electric confirmed the second half of the shipment of mobile phones and display screens using Mini LED; Longda and Dongbei lock the electronic competition display and electric pen Mini LED, and Yat light is focused on the vehicle market.

Focus on subdivision, starlight officially set up a non visual light business division.

A few days ago, the board of directors of Guoxing optoelectronics passed the "motion on the establishment of a non visual light source division", which marks the establishment of Guoxing photoelectric non visual light source business unit. In addition to the previous RGB device division, white light device division, CHIP LED division, component business unit, lighting business division, the 6 major businesses of National Star Telecom are not responsible for the R & D, production and sales of related businesses, and the business territory is clear and perfect.

Japanese market organization: the global LED substrate market will break 2 trillion yen in 2025.

Japanese market research and development agency Fuji research 17 released the LED base plate and its materials and related application market survey report: large scale production of Chinese manufacturers, although the price of LED substrate has declined, but driven by the increasing demand for white LED substrates for lighting, the scale of the whole LED substrate market will be increased to a slight increase. It is estimated that the scale of global LED substrate market will be exceeded by 2 trillion yen in 2025 and 2 trillion 77 billion 400 million yen in 2025, which will be 8.7% higher than that in 2017.

The opportunity for marine lighting is that the Royal Navy ordered more than 100 thousand LED tubes.

Foreign media reported that the Royal Navy ordered 100783 LED lamps at a price of 1 million pounds (8 million 750 thousand yuan), which is considered to be an endorsement of the technology. The order was obtained by Ledison Lighting, the LED Lighting Department of Voltacon group, which is one of the largest orders in the history of the company.

LED lights are short circuit hidden dangers, Volkswagen issued a recall order.

According to industryweek website, Volkswagen said in August 20th that it would recall 700 thousand SUV worldwide. The company warned that if the lights installed on these SUV skylights are wet, there may be a short circuit. The heat generated by the short circuit will damage the roof and cause fires in extreme cases.

[LEDinside viewpoint]

Comprehensive analysis: how many global tariffs on the LED industry will be affected by the US tariff collection, and whether the price of the LED lighting will go down? Will the manufacturers rearrange the market?

(text: LEDinside Janice finishing)

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