[one week's news review] patent war attracts attention, performance continues to be announced...

[great event]

This week, although the industry in the industry is not much dynamic, but the news about the patent of the light filament lamp has broken calm. It was first to authorize the development of the patent for the use of LED filament lamp, and again in the United States to accuse a company of infringement of a business, all caused a lot of attention and hot discussion. Japan has also announced the end of the patent war this week. In addition, the two big companies announced recent progress on MiniLED and MicroLED products.

A crystal electric joint development crystal, ready to open the LED filament lamp patent war

A few days ago, crystal announced the agreement on LED filament related patent and the development of crystal lighting (Xiamen) Co., Ltd., authorizing the development of crystal and its subsidiaries (including PRI, intmin light energy (Hongkong) and Shenzhen electric crystals, etc.) with the use of crystal electricity innovation patents in a number of LED filament lamps products. It has a key patent portfolio related to LED filament and filament lamp technology. The patent portfolio covers the LED filament lighting products besides the LED filament structure.

Safeguard LED filament lamp patent, crystal electricity in the United States accusation of V-TAC infringement

In the United States time 2018/5/7, a patent infringement lawsuit against V-TACUSACorp. ("V-TAC") was put forward by the federal local court in the Central District of California, United States. In the complaint, the V-TAC pointed out that seven patents were infringed on by the product, and the court issued a prohibition order to prohibit V-TAC from continuing to sell the infringed products.

Japan Asia, the end of the Takizumi patent war, the accused admits infringement

In May 8th, Japan Asia Chemical Industry Co., Ltd. issued a press release before the Tokyo local court of Tokyo for the manufacturing and trafficking of lighting equipment in 2016 (TAKIZUMIELECTRICINDUSTRIESCO., LTD.) of 2016 (28 years) patent infringement litigation, because the company has recognized the owner of Japan Asia. Zhang (that is, the claims of the company's lawsuit), ended smoothly in April 13, 2018.

Longda MiniLED packaging products start small volume shipment

10, LED vertical integration plant Longda held a corporate description, the company Mini LED including technology and project progress is in line with expectations, the second to third season this year will start a small quantity of Mini LED packaging products, used in high-order display and notebook computers, customers including global and mainland Chinese brands; to 15.6 inches note type For example, Mini LED needs about 2000.

Micro LED engineering is expected to be released in the second half of next year

Mini LED display products are expected to come out in the second half of this year, and Mini LED will be introduced to mobile phone and TV backlighting products, and the Mini LED display and phone backlighting will start to have revenue contribution from the first half of 2019. As for the Micro LED part, it is expected that the display product will come out in the second half of 2019, and Micro LED will have to wait until 2020 to contribute to the accumulation of revenue.

[performance show]

This week's remarkable results still have performance, of which, MOCVD equipment factory Veeco achieved revenue of over 1 billion. In addition to disclosure of the performance of the first quarter, several enterprises also first announced the performance of April, each has a decline, the future operation is better.

MOCVD equipment company Veeco 1Q18 performance, revenue increased by 67.83% year on year

On the 7 day, Veeco Instruments Inc. (Instruments Inc.), a major plant of organic metal chemical vapor deposition (MOCVD) equipment, announced the first quarter earnings of 2018. The company realized revenue of $158 million 600 thousand (RMB 1 billion 11 million yuan), up 67.83% over the same period of the previous year.

Affected by the off-season, the first quarter of the crystal low interest rate, Longda first saw a loss

It announced the first quarter earnings last week, the first quarter revenue of 5 billion 147 million yuan (NTD, the same below), the annual decrease of 10%, the gross profit rate, the profit rate of 17.22%, 2.47%, the profit of only 127 million yuan, the interest rate is the new record of the 7 season, after tax pure benefit 400 million yuan, after tax pure profit of only 0.37 yuan per share.

Longda was hit by a sink loss, and Longda said the first quarter was on the back of the traditional off-season, the number of working days, plus the dollar exchange rate, with a slight decline in revenue and profit, the first quarter combined revenue of 2 billion 648 million yuan, the quarterly decrease of 1.8%, the gross profit rate 12.2%, the quarterly reduction of 2.6 percentage points, and net loss of 38 million 420 thousand yuan after tax, and 38 million 420 thousand yuan after tax, and net loss of 38 million 420 thousand yuan after tax, each The net loss of 0.08 yuan after tax is the first loss in the last 5 quarters.

Revenue rose in April, increasing by 7.86% months

In the first quarter of this year, the revenue was reduced by 13.9% in the first quarter of this year, and the new low in the same period in the last 7 years. The main reason is that the customer order demand is weaker, but the company's products focus on the niche application, the price is limited by the blue light LED, and the second quarter is expected to rise gently with the traditional peak season. In April, the revenue came to 106 million yuan (NTD, the same), the monthly increase of 7.86%, and the annual decrease of 15.05%. The total revenue of the first 4 months was 376 million yuan, and the annual decrease was 14.26%.

The performance of the Li Qing and the light Treasure Department in April was increased by one and a decrease from the same year.

Li Qing, due to the renaming of the large customer in Shanghai, accounts for the deferred account of the accounts. In April, the combined revenue was 347 million yuan (NTD, the same below). The annual increase was 18%. The cumulative revenue in April was 1 billion 406 million yuan, and the annual increase was 7%.

In April, the company announced that the revenue of the combined parent and subsidiary company of the world was 16 billion 568 million yuan, the annual decrease of 1% and the monthly decrease of 13%. Due to the stable demand for the terminal market in the core business, the combined revenue of 65 billion 94 million yuan in April this year was 4.5%, compared with the same period last year.

[recommended reading]

LEDinside:2018 TV and competitive display technology trend Mini LED technology change and supply chain distribution trend Mini LED, will threaten OLED status? The top 10 Micro LED development dynamic capacity expansion in the first half of the year, the three major LED chip giants continued to increase the performance of the seven LED packaging manufacturers, such as magnon and other reasons

(LEDinside Janice)

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