[hot news] a big wave hit earnings

The hot this week, the most dazzling than the LED industry have been drying out of the first quarter earnings report "". In addition, CREE and three joint venture is caused by the market shock, a lot of things, as in the following.

[core] event

Heavy?! CREE and LED joint venture company established in three power

CREE, Inc. issued a press release on the evening of April 25th, announced a joint venture with Sanan optoelectronics. The joint venture will operate with high performance and power in the lighting level LED packaging products, expanding north and South America, Europe and Japan to provide services, and in the non exclusive basis for Chinese and other parts of the world to provide services. This news caused LED market shock, which in addition to represent Cree because the power LED lost a lot of market share to follow up the small and medium power LED trend, also means that the global five manufacturers LED patent licensing network change new situation, affects the development of Asian LED supply chain market, industry is worth attention.

? NVC invested $30 million in China yuan jointly set up growth fund

NVC announced on April 21, 2017, the company and the general partner of Guoyuan Asset Management (Asia) Limited entered into a subscription agreement and limited partnership agreement. Accordingly, the company has to the yuan Chinese growth investment fund limited partnership subscription commitment to partnership interests, capital investment amounting to $30 million. The general partner or its affiliates will be before the initial date of delivery to the limited partnership to make a total of not less than $10 thousand equivalent amount of capital commitments.

Good? China automotive lighting market, Hella - Hainachuan to build a new factory in Tianjin

The April 20, 2017 Shanghai auto show: automotive lighting and electronics expert Haylar, with the subsidiary of Beiqi group Beijing Hainachuan Automotive Parts Co, a joint venture of Haylar Hainachuan Lighting Co. Ltd. in Tianjin (Wuqing, Wuqing, near the city of Tianjin) to establish a new factory to further expand production capacity. The new plant is scheduled to begin production in October 2017. Provide service for the joint venture company mainly Beiqi group customers, including Beijing, Beijing Benz cars, car manufacturers and other Chinese.

? changelight vice chairman Wang Weiyong to resign

24 days, Xiamen dry according to Au Optronics Co announced that the board of directors recently received Mr. Wang Weiyong, vice chairman of the resignation. Mr. Wang Weiyong for personal reasons for the vice chairman, board of directors resigned from the company, resigned after the company ceased to any position.

[results]

PHILPS lighting? 2017 first quarter earnings report released, LED revenue growth of 19%

In April 21st, PHILPS lighting announced 2017 first quarter earnings, revenues of 1 billion 690 million euros in 2017 1-3 months, compared with 1 billion 702 million in the first quarter of 2016 the euro fell 0.7%; adjusted EBITDA of 142 million euros, 121 million euros for the same period last year. The overall LED sales growth of 19%, accounting for 61% of all sales.

Q1? Crystal electric revenue of more than 1 billion 300 million, the gross margin is better than last season

Effect of Taiwan LED chip manufacturers EPISTAR in the first quarter of four yuan LED order stable, blue LED into the off-season under the single quarter revenue quarter by approximately 9%, an annual reduction of about 5%. Despite the impact of foreign exchange losses, but because the product portfolio is better, it is better than the last quarter, gross margin single quarter earnings per share of about 0.2 yuan (NT, the same below) near the level of better than expected.

? $342 million in revenue, Cree announced the 2017 fiscal year Q3 performance

Cree announced the 2017 fiscal year Q3 (Jie Zhisan check the end of the month) revenue of $342 million, compared with the same period last year fell 7%. Cree quarter net loss of $99 million per share, or equivalent to a loss of $1.02, than the same period last year net profit of $152 thousand, or $0.01 earnings per share (EPS). If you exclude the very state of the project, from $17 million last year net profit shrank to $749 thousand, EPS fell from $0.17 to $0.01, far lower than analysts' estimates of $0.07.

? a quarterly Saman, Huacan, Linsen and other 33 companies have released LED

A quarterly 33 LED throughout the LEDinside statistics of Listed Companies in 2017, good overall performance, operating income to achieve an increase of 30, attributable to shareholders of listed companies net profit growth of 28. It is worth noting that the rectangular group, Wang Zhaoming, Lehman's shares in the ocean and the emergence of the "income does not increase profits" phenomenon. The rise in net profit growth in the enterprise, more significant is changelight, HC semitek, Mason technologies and Alto electronics, the enterprise 1Q17 net profit year-on-year growth of more than 200%.

The niche market []

Samsung? Is the development of the seventh generation OLED screen, 4K screen PPI reached 800?

According to foreign media to the latest news that Samsung will be from the second quarter of next year to begin production of their seventh generation AMOLED display. Foreign media said that Samsung display technology sector will continue to study in many aspects, including surface folding screen, OLED chip-on-plastic and 800ppi OLED screen pixel density of super resolution OLED display.

IPhone? 8 as determined by the OLED screen, Samsung intends to supply 72 million dollars this year

According to South Korean media reported that Apple has been given, with Samsung on practical cooperation, the exclusive supply iPhone 8 to OLED (OLED screen screen assembly will start in May), the screen display is better. South Korean media that Samsung plans to supply 72 million pieces of flexible OLED screen apple.

The Taiwan panel industry by clip?