In the first half of 2018, the LED industry appeared to be plain and undercurrent. From the perspective of the international market, including the Sino-US trade friction and the 337 survey of US LED companies in China, there is no small discussion in the industry; at the enterprise level, the changes of the actual controllers of many listed companies (or proposed changes) ), let the industry have more speculation about the future of the LED industry In the first half of 2018, the LED industry seems to be plain and undercurrent. From the perspective of the international market, including the Sino-US trade friction and the 337 survey of US LED companies in China, there is no small discussion in the industry; at the enterprise level, the changes of the actual controllers of many listed companies (or proposed changes) ), let the industry have more speculation about the future of the LED industry; from the perspective of development strategy, including the expansion of production, strong alliances and the release of new products, the practitioners have a little more expectation. In any case, in the first half of 2018, traditional lighting has experienced bottlenecks in growth. Chips, packaging, and applications all suffer from price cuts, while rising labor costs and rising raw material prices have made companies linger. However, the surge in emerging markets has given the industry several opportunities. Through the event in the first half of this year, Gaogong LED sorted out the top 10 hot spots in the LED industry in the first half of the year, and then gave more inspiration to the operators from some development ideas of listed companies. Epistar's Optoelectronics Semiconductor Foundry Business (Epistar) Board of Directors passed a resolution on June 25 to split the new subsidiary, which has a business value of NT$1 billion to 100% of the company's shareholding. The company has exchanged NT$10 per share for one share of the newly issued ordinary shares of Jingcheng Semiconductor, in exchange for 100 million shares of Jingcheng Semiconductor's common stock. The main purpose of establishing Jingcheng Semiconductor Company is to implement professional division of labor and more effective use of resources. Dr. Zhou Mingjun will focus on VCSEL and GaN on Si power electronic components based on the company's unique core technology such as epitaxial and grain processing. The development of the semiconductor foundry business to enhance the combined revenue, profitability and return on equity (ROE) of the Jingdian Group to create maximum value for shareholders, customers, suppliers and employees. US$50 billion tariff list landing On June 15th, US time, the US Trade Representative Office announced a tax collection list that would impose a 25% tariff on imports of about US$50 billion from China. The White House said that the embargo measures will not be ruled out. Judging from this tax collection list, the products that levy punitive tariffs mainly involve industrial machinery, aerospace industrial components and communication technologies, etc., especially avoiding products purchased by the American public such as smart phones, toys and clothing. . In addition, televisions and medicines are also removed from the original tax collection list. Gaogong LED understands that in the early tax collection list, LEDs, PCBs, passive components, discrete devices and semiconductor devices are included in the taxation list. Guoxing Optoelectronics released the new Mini LED on the afternoon of June 8th. During the Infocomm Audiovisual Exhibition and the Guangzhou International Lighting Exhibition, the world premiere of the National Star Mini LED was held in Shangri-La Hotel, Guangzhou, and at the Infocomm Audiovisual Exhibition in the United States. First public display. As a popular technology in the display field, MiniLED and MicroLED have attracted more and more enterprises to exert their strength and layout. As the first research result since the establishment of the National Star MicroMini LED Research Center, the release of the first Mini LED of Guoxing Optoelectronics marks the official entry of the LED display industry into the P0.X era. Mulinsen's other semiconductor packaging production project started On June 4, Mulinsen issued a friendly cooperation agreement with the Jinggangshan Economic and Technological Development Zone Management Committee and signed the "Framework Agreement for the Fourth Phase of Mulinsen High-tech Industrial Park Project". Mulinsen invested in the Jinggangshan Economic and Technological Development Zone. The first, second and third phases of the project have basically reached the schedule; the fourth phase of the semiconductor packaging production project is launched: the project is mainly engaged in semiconductor packaging, research and development, production and sales; The total investment of the project is 5 billion yuan (including equipment, land and plant investment). Hongli Zhihui and Sunshine Lighting Deep Cooperation On April 9, 2018, Jiangxi Hongli signed a joint venture agreement with Xiamen Sunshine, Zhejiang Sunshine and Yingtan Sunshine. The Quartet intends to jointly invest RMB 100 million to establish Jiangxi Hongli Zhida Co., Ltd., in which Jiangxi Hongli subscribes for RMB 55 million, accounting for 55% of the registered capital; Xiamen Sunshine subscribes for RMB 25 million, accounting for 25% of the registered capital. Zhejiang Sunshine subscribed for 10 million yuan, accounting for 10% of the registered capital; Yingtan Sunshine subscribed for 10 million yuan, accounting for 10% of the registered capital. The project mainly produces LED filament and SMD device products. The total investment is planned to be about 198 million yuan. It is expected to produce about 600 million filaments and some SMD packaged devices with annual production capacity, and overcome technical expertise through technical investment and research and development. Gaogong LED noticed that Hongli Zhihui and Sunshine Lighting cooperated to produce LED filaments, which also shows that Hongli Zhihui and Sunshine Lighting will strengthen cooperation in the field of filament lamps, both in technology and in production capacity. Both will jointly promote the development of LED filament lamps. Zhaochi Energy released the global strategy of TV backlight based on the accurate research and development of the TV market. At the same time, combined with the global development trend of TV backlight, Zhaochi Energy released the global TV backlight strategy in 2018, and comprehensively laid out the technology and patents to seize the market. First opportunity. As a leading LED TV backlight manufacturer in China, Zhaochi Energy has a profound technology precipitation in TV backlighting. Its products, manufacturing, process, quality and patents are in line with international standards, and always focus on the strategy of large customers and concentrate resources on strategic customers. With pragmatic and rigorous attitude, we are committed to providing customers with high quality products and better service. US companies launch 337 investigations on 11 Chinese LED companies On March 27th, U.S. Ultravision Technologies filed an application with the US International Trade Commission under Section 337 of the US Tariff Act of 1930, accusing Abbyson and Alto Electronics. The Chinese LED lamps and their components (CertainLightEnginesandComponentsThereof), which are exported to the United States, imported or sold in the United States, infringe on their patents and request the US International Trade Commission to issue general exclusion orders and prohibitions. U.S. Ultravision Technologies was founded in 2010. The two patents owned by the company have waterproofing as the main point of appeal and have no substantial protective effect. The patent does not have any substantial restrictions or damage on the export of Chinese LED display companies to the United States. For the respondent company, there is no excessive dependence on the US market in terms of performance. The 337 investigation of the US company's application will not have a significant impact on the performance of the respondent company. Moreover, in terms of patents, Chinese companies have a strong sense of patent protection. In particular, the strength of enterprises exporting to the United States is relatively stronger. Most enterprises have independent intellectual property rights and have established corresponding patent protection systems. Change of the real controller of the Changfang Group On March 27, the controlling shareholder of the Changfang Group, the actual controllers Deng Zichang, Deng Ziquan, Deng Zihua, Deng Zixian and Nanchang Guanggu, Nanchang Xinwang Capital signed the "Share Transfer Agreement" respectively, the Deng Brothers Transfer of 78,478,085 shares of the company's unrestricted shares in circulation to Nanchang Optics Valley and transfer of 59,258,158 unrestricted shares to Xinwang Capital through the transfer of the agreement, and transfer the unrestricted shares outstanding 137, 736, 243 Shares, accounting for 17.43% of the company's total share capital. At the same time, the Tang brothers agreed to irrevocably delegate the voting rights of 99,217,377 shares (12.56% of the company's total share capital) to Nanchang Optical Valley. Xinwang Capital agreed to 59,258,158 (accounting for 7.50% of the company's total share capital) The voting rights and nomination and proposal rights corresponding to the shares are irrevocably and entrusted to Nanchang Optics Valley. After the completion of the transfer of the agreement, the Tang brothers held 190,854,965 shares of the company, accounting for 24.16% of the company's total share capital. After the completion of the transfer, the company's controlling shareholder will be changed from Deng's brother to Nanchang Optics Valley, and the actual controller will be changed to Wang Min. Philips Lighting announced that the company will change its name to Signify. Philips Lighting announced on March 17 that it plans to change the company name (Philips Lighting) to Signify. The new company name is derived from a new definition of lighting: light has become a smart language that connects and communicates information. According to the Royal Philips licensing agreement, the company's products will continue to use Philips, the world's most trusted lighting brand. Philips Lighting has always led the lighting industry innovation, and has developed to cover the traditional lighting, LED lighting and smart connected lighting fields, and built the world's largest intelligent connected lighting network. Therefore, as an important step in the transformation journey, the name change of Philips Lighting is of great significance. Huacan Optoelectronics invested 10.8 billion to build a semiconductor device project. In February, Huacan Optoelectronics announced that the company has signed an investment framework for the advanced semiconductor and device project in the investment and construction of advanced semiconductor and device projects in Yiwu Information Optoelectronics High-tech Industrial Park. protocol". The project plans a total investment of RMB 10.8 billion.
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