[week news review] patent war cited concern, continue to publish performance......

[event]

This week, although the industry giant dynamic is not much, but a crystal electric filament lamp patent news broke the calm, the first is authorized the development of crystal using LED filament lamp patent, then in the United States accused a corporate infringement, all caused a lot of concern and hot. But Nichia announced this week that the patent war to end smoothly. In addition, two Taiwan enterprises recently announced progress on the MiniLED and MicroLED products ---

The joint development of crystal crystal electric, ready to start LED filament lamp patent war

The day before, EPISTAR announced LED filament related patents and development of crystal lighting (Xiamen) Co. the company reached an agreement, authorized the development of crystal and its subsidiaries (including Puri, Intel Ming light (Hongkong) and Shenzhen electric crystal and etc.) the use of crystal electric innovation patent in a number of LED filament lamp products. With LED crystal electric filament lamp filament and the key technology related patent portfolio, the portfolio of patents except LED filament and LED filament covers equipped with lighting products.

The defending LED filament lamp patent, crystal electric in the United States suing V-TAC

Crystal electric in the United States time 2018/5/7 in the United States District Court for the Central District of California federal V-TACUSACorp. ("V-TAC") filed a patent infringement lawsuit. EPISTAR pointed out in the complaint V-TAC products infringe seven crystal electric patents, and apply to the court issued an injunction to prohibit the sale of infringing products to V-TAC.

The Nichia and Takizumi patent war ended, the prosecution acknowledged the infringement

In May 8th, Nichia Corporation issued a press release, the company before the district court in Tokyo for the production and sale of lighting appliance long live Motor Industry Co. Ltd. (TAKIZUMIELECTRICINDUSTRIESCO., LTD.) 2016 (Heisei 28 years) filed the patent infringement litigation No. 42908th, due to long live the company has accepted the main Arias Zhang (i.e. that company of litigation request), and in April 13, 2018 the successful end.

The Lunda MiniLED packaging products began a small ship

10, LED vertical integration factory held conference calls Lunda company Mini LED, including the technology and the progress of the project are in line with expectations, this year the 2 season to the 3 season will start a small ship Mini LED packaging products, used in high order display and notebook computer, and Chinese, customers include global brands; to 15.6 inches notebook Computer as an example, Mini LED takes about 2000.

The accumulation of the second half of next year is expected to launch Micro LED engineering products

Taiwan LED driver chip maker is expected to display products accumulated during the second half of this year there will be Mini LED come out, there will be Mini LED backlighting mobile phone and TV customized products come into, and the Mini LED display and mobile phone backlight, since the first half of 2019 will begin to have a revenue contribution. As for Micro LED, the second half of 2019 is expected there will be a display of products, Micro and LED have the revenue contribution to the accumulation, I'm afraid I have to wait until 2020.

[results] show

This week there is still a wonderful surprise performance, among them, Veeco MOCVD achieved revenues of over 1 billion equipment manufacturers. In addition to the disclosure of the first quarter performance, several Taiwan enterprises also announced the April results, the growth of future operations for the better.

The MOCVD equipment maker Veeco 1Q18 in performance, revenue up by 67.83%

7, metal organic chemical vapor deposition system (MOCVD) equipment maker Viiko Precision Instrument Co Ltd (Veeco Instruments Inc.) announced the 2018 first quarter earnings, the company achieved revenue of $158 million 600 thousand (about 1 billion 11 million yuan), growth of 67.83% over the same period last year.

The affected by season and so on, the interest rate on the first quarter EPISTAR low, Lunda first loss

EPISTAR announced first quarter earnings last week, the first quarter revenues of 5 billion 147 million yuan (NT, the same below), the annual reduction of 10%, gross margin, camp interest rates were 17.22%, 2.47%, the industry profit is only 127 million yuan, the interest rate is the 7 quarter to a record low of 400 million yuan per share after tax net income, net income of only 0.37 yuan.

The exchange loss lextar impact on operating quarter turn, Ronda said, the first quarter coincides with the traditional off-season, reduction in the number of days, and the dollar exchange rate to depreciate on revenue and profit fell slightly, the first quarter consolidated revenue of 2 billion 648 million yuan, quarter by 1.8%; gross margin of 12.2%, quarter by 2.6 percentage points; net loss 38 million 420 thousand yuan each. Shares after tax net loss of 0.08 yuan, is the first since the recent 5 quarter losses.

The light hung in April revenue rise, the monthly increase of 7.86%

Light hung technology in the first quarter of this year revenue reduction from 13.9% over the same period, dropping nearly 7 year low. The main reason is the customer order demand is weak, but the company's products more focused niche applications and prices by the blue LED Co., is expected in the second quarter is expected to moderate rebound with the traditional peak season. In April revenue to 106 million yuan (NT, the same below), the monthly increase of 7.86%, 15.05% years, 4 months before the cumulative revenue of 376 million yuan, the annual reduction of 14.26%.

The Qing Li Lite, April results released, an additional reduction

Li Qing because of major customers of Shanghai Koito account name, deferred recognition, April consolidated revenue rushed 347 million yuan (NT, the same below) high over the same period, the annual increase of 18%, total consolidated revenue of 1 billion 406 million yuan before April, the annual increase of 7%, monthly and cumulative revenues were a record high earlier.

On April announced the global merger of parent company's revenue was 16 billion 568 million yuan, year and month minus 13% minus 1%. Benefit from the core business of the terminal market demand is stable, the total before this year April consolidated revenues of 65 billion 94 million yuan, but compared with the same period last year is still 4.5% years.

[recommended]

LEDinside:2018 television and gaming monitor technology trend of Mini LED brings technological change and supply chain distribution situation of Mini LED OLED to catch up, will threaten the status? This year, the rapid expansion of the first half of the top 10 global dynamic capacity of the new Micro LED development, dig into the seven MLS LED packaging manufacturers causes the growth of the three major changes in performance LED chip giant performance

(text: LEDinside Janice)

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