[weeks] see the inventory of the first week of November event

Accidentally, by November, which means that once a year the double eleven is also coming, LED circle which will be wonderful? Eat melon masses have been in place, you wait to watch online. But this is the next week, this week the international companies such as SIEMENS, the action is not small, the day before the "yiyanbuge" will sell its holdings of OSRAM shares Huibie lighting business, but also will be massive layoffs, so it seems that SIEMENS "downsizing" transformation of the vision soon realized. There are PHILPS, Veeco and other large enterprises, Tim ally, busy acquisitions... Now... Come look at the past few days, what things.

[dynamic] big coffee

SIEMENS accelerated "downsizing" transformation, "lighting business

Old German industrial giant SIEMENS is through continuous downsizing to achieve its vision 2020". The day before, SIEMENS announced the sale of its holdings of 17.34% stake in OSRAM for 1 billion 200 million euros. This means that the relationship between the two sides over the years has finally come to an end.

Subsequently, SIEMENS layoffs also came. In October 24th, Bloomberg quoted sources as saying that SIEMENS is about to start at least two years the largest layoffs may be up to thousands of people.

* Hongli Newell and crystal electric chip purchase agreement signed 500 million yuan

In October 27th, Li Newell announced the company and the wafer Au Optronics Co signed a "strategic cooperation agreement, both sides agreed that from November 2017 to October 2021, the company or the company's subsidiaries to purchase car regulatory EPISTAR chip LED, the total amount of about 500 million yuan.

* rongchuang: Mini LED is expected to lower cost, the fastest next year Q3 backlight products

The panel factory, LED factory vigorously promote Mini LED become a backlight, Taiwan factory rongchuang 27 to participate in the "that Micro LED is the threshold and the technical barrier is relatively high, but the possibility of Mini LED next year import TV backlight is very high, the cost is expected to decline next year, rongchuang expected third quarter. The slowest in the fourth quarter bottom launched Mini LED backlight products.

PHILPS lighting adds "allied", reached a strategic cooperation with Beijing Telecom

In November 1st, PHILPS reached a strategic cooperation with the China Telecom of Beijing lighting company. PHILPS lighting will use its intelligent lighting products, technology, networking and China Telecom a new generation of objects (narrowband networking, NB-IoT) technology and Tianyi cloud services combined, to promote the construction of smart city Chinese.

Veeco: welcome to SGL Double Happiness won a preliminary injunction, in cooperation with ALLOS

In November 2nd, the United States Viiko MOCVD equipment maker (Veeco) announced that the United States District Court for the Eastern District of New York agreed to Veeco company for SGL Carbon LLC (SGL), a preliminary injunction request, the company is in the micro Semiconductor Equipment Co. Ltd. (AMEC) wafer carrier provider. No base metal organic chemical gas of the ban on sale for SGL Veeco uses patented technology phase deposition system (MOCVD) wafer carrier used for wafer carrier, including the design of AMEC MOCVD system.

In addition, the company announced in November 1st Veeco and ALLOS Semiconductors (ALLOS) reached a strategic move, showing the 200mm Gan silicon wafer with blue / green micro-LED production. Viiko and ALLOS cooperation will be the exclusive extension of technology transfer to Propel single wafer MOCVD system, so as to realize the production of micro-LED in the existing silicon production line.

* Chau Ming Technology intends to 253 million yuan acquisition of Tsinghua Conley, to speed up the layout of landscape lighting

In November 3rd, the state of science and Technology issued a notice to further deepen the company in the field of landscape lighting layout, in November 2, 2017, the company and the Wulian arts King rhyme Information Technology Center (limited partnership), Ceng Guangjun, Zeng Chuan (hereinafter referred to as "Transferor") signed the "equity on the Shandong city lighting research and Design Institute of Tsinghua Conley limited transfer agreement". The company intends to own funds and bank loans to 253 million yuan transferee of the transferor holds a total of Shandong City Tsinghua Conley lighting research and Design Institute Co. Ltd. (hereinafter referred to as the "Tsinghua Conley") 100% stake. After the completion of the equity transfer, the company will hold 100% stake in Tsinghua Qinghua Conley, Conley will become a wholly-owned subsidiary of the company.

[performance]

* 38 LED three quarter earnings list, and see the outcome

Autumn is getting stronger, the three quarterly disclosure to a close, 38 LED enterprises third quarter results are as follows. Who wins away.

* Lite Q3 quarter by 6%, is expected to continue to enhance the overall operation

In October 30th, Taiwan factory Lite, announced Q3 earnings, because last season that one-time goodwill and loss of equipment, resulting in the single season EPS -1.47 yuan (NT, the same below), a total of 0.14 yuan before the three season EPS. Lite on quarter revenue 56 billion yuan, quarter by 6%. Optimistic about the outlook for the fourth quarter, applied to the stable development of cloud computing and AI smart home equipment, visible light LED and outdoor lighting and other core business, is expected to continue to improve the overall operational efficiency.

* crystal electric Q3 Maori better than expected Q2, optimistic about the operation in 2018

LED chip crystal power plant third quarter revenue hit 12 quarter highs after the third quarter corporate estimates crystal electric gross margin is expected to reach 24%, a single quarter EPS in more than 0.7 yuan. In addition, due to the "UN Minamata Convention" into effect, energy saving bulbs could completely replace Mini, LED lighting LED restart New Year TV backlight, plus input crystal electric hot 3D sensing, legal persons and companies are optimistic optimistic about 2018 operation.

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