Expansion, investment, new company... LED companies are busy
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Taiwan's LED factory Longda's expansion of the new plant in Chenzhou City, Anhui Province entered the stage of construction. The company announced that it will spend RMB 250 million to build the plant. The production schedule is aimed at 2019, except for the existing markets such as lighting and backlight. In addition, we are also focusing on emerging applications such as LED automotive lighting, UV (ultraviolet light), and IR (infrared). More than half in November, investing in factories, expanding production capacity, setting up new companies, joint development, and patenting LED companies are still busy. Ronda invested 250 million yuan to build a new LED plant in Longzhou, Anhui Province. The company announced that it will invest RMB 250 million in the construction of the plant. The production schedule is aimed at 2019. Lighting, backlighting, etc. are not only in the market, but also in emerging applications such as LED automotive lighting, UV (ultraviolet light), and IR (infrared). In April this year, Ronda announced that it has signed an investment agreement with the Ganzhou Municipal Government of Anhui Province. It will carry out an LED one-stop investment project in Susie Modern Industrial Park. It is expected to mass production in 2019, and now officially enters the stage of construction. Longda announced yesterday. The capital expenditure budget for the construction of the plant is RMB 250 million. Ronda will convene the board of directors today to pass the capital expenditure budget. In addition, according to Ronda statistics, revenue in October reached 940 million yuan (NTD, the same below), net profit after tax in October was 26 million yuan, a decline of 31% compared with the same period last year, but one month profit is equivalent to the second 53% of the season, the net profit after tax is 0.05 yuan. It is understood that Ronda has not yet announced its third-quarter earnings report. In the first half of this year, it earned a profit of 49 million yuan and a net profit of 0.09 yuan per share. The company has recently released the infrared IR and modules needed for face recognition. In the sample certification, there is still no revenue contribution this year, but as Apple iPhone X introduces face recognition into high-end smart phones and becomes the biggest selling point, the face recognition theme has an imaginary space. Plus car lighting, Ruifeng Optoelectronics plans to set up a subsidiary of 10 million on the evening of the 10th, Shenzhen Ruifeng Optoelectronics Co., Ltd. (hereinafter referred to as the company or Ruifeng Optoelectronics) plans to invest 10 million yuan to set up a wholly-owned subsidiary Shanghai Ruifeng Automotive Lighting System Co., Ltd. (hereinafter referred to as Shanghai subsidiary or Ruifeng Automotive Lighting). According to the announcement, the funds for this investment are all funded by Ruifeng Optoelectronics' own funds, and Ruifeng Optoelectronics holds 100% of the Shanghai subsidiary. The business scope of the Shanghai subsidiary covers the manufacture and processing of adhesive LEDs, semiconductor lighting fixtures, research and development, manufacturing, processing, wholesale, retail of electronic products, import and export of self-operated or agent goods and technologies. Ruifeng Optoelectronics said that with the company's advantages in packaging technology in the LED field, the company actively lays out the segmentation of automotive lighting business. Shanghai Ruifeng Automotive Lighting Systems Co., Ltd. is mainly set up to match the company's future automotive lighting development plan and accelerate the integration of the company's products and resources. It has positive significance for improving the company's profitability. Yan Wei shares invested 100 million to establish a new joint-stock company Recently, Wei Wei shares officially released a report, considering that entering a new field will be conducive to the diversification of the company, investing 100 million to establish a new joint-stock company. According to specific news, there are four other companies in addition to Yan Wei, including Shanghai Guozhijie Investment Development Co., Ltd., Huayuan Hengdao (Shanghai) Investment Management Co., Ltd., Guangzhou Dongxin Investment Management Co., Ltd., and Guangzhou Xintai. Business Management Partnership (Limited Partnership). The registered capital of the participating company is RMB 535 million, of which the company has invested RMB 100 million in cash, accounting for 18.69% of the shares of the participating company. It is understood that the name of the company was established by Guangdong Guangheng Financial Holding Group Co., Ltd. (tentatively, subject to the approval of the Trade and Industry Bureau). The main business scope of the participating companies includes: investment by the company's own funds; asset management (excluding licensing projects), investment consulting services, and investment management services. Aoyang Shunchang: LED chip monthly production capacity will exceed 900,000 pieces. Aoyang Shunchang (002245) recently said that after receiving institutional research, the company's LED production capacity has increased continuously this year. In the first half of the year, the LED business net profit contribution exceeded metal logistics for the first time. Business, the first source of net profit for the company. From July to September, LED single-quarter net profit has exceeded 50% of total net profit. It is estimated that by the end of this year, the monthly production capacity of LED chips will exceed 900,000 pieces, and there will be new capacity investment next year. First, we must reach the target of 1.4 million pieces/month of expansion plan. In addition, the company's sapphire substrate project is under construction. Three companies join hands to develop Micro LED panels to push samples in the first half of next year According to industry sources, the Institute of Electronics and Optoelectronic Subsystem Research (EOSRL) under the Institute of Industrial Technology (ITRI) is working with PlayNitride, LED driver IC design company Macroblock and PCB. Manufacturer Unimicron Technology has teamed up to develop ultra-small pitch Micro LED panels. According to Macroblock sources, in the first half of 2018, a large indoor commercial display wall sample consisting of ultra-small-pitch panels will be launched, and trial production will begin in the second half of the year. Among them, Mcroblock is responsible for developing driver ICs for Micro LED displays, PlayNitride is responsible for developing Micro LED wafers without sapphire substrates, and EOSRL is responsible for developing related technologies for transferring a large number of Micro LED chips to PCBs developed by Unimicron. PlayNitride has completed the development of a RGB (red, green, blue) color Micro LED wafer, and is expected to complete the development of Micro LED wafers with two RGB colors by the end of 2017. At present, there are still some problems including the huge transfer of Micro LED chips, chip uniformity and PCBs absorption chips. Accumulation Technology has developed the driver IC MB15359, which is dedicated to the Micro LED display module, with a fine pixel pitch of 0.9375mm. According to the company, the MB15395 can control 512 pixels and achieve a minimum average drive current of 15A (microamperes) and 16-bit grayscale at low power. In addition, the MB15395 can also detect Micro LED chips that have or will fail during a massive transfer, helping early repairs and improving the display quality of Micro LED panels. Overclocking three v. Three companies infringement on the evening of the 10th, Shenzhen Overclocking Technology Co., Ltd. (hereinafter referred to as overclocking three or company) issued an announcement, the company in Shenzhen Intermediate People's Court against Shenzhen Anhui Lighting Technology Co., Ltd. (hereinafter referred to as Shenzhen Ann and Hui), Dongguan Anhehui Lighting Technology Co., Ltd. (hereinafter referred to as Dongguan Anhehui), Shenzhen Jingricheng Lighting Technology Co., Ltd. (referred to as Jing Richeng) filed a lawsuit against the company's intellectual property rights. Overclocking III believes that Shenzhen Anhehui, Dongguan Anhehui production and sales of plastic-coated aluminum floodlights, ultra-thin floodlights and other products use overclocking three owned invention patent LED lamps (patent number: ZL201410214558.X) Utility model patent LED lamp (patent number: ZL201220526723.1), design patent spotlight (TG3) (patent number: ZL201530266624.3), utility model patent spotlight and its fastener (patent number: ZL201520878797.5 The technical solutions of the four patents are infringing goods that infringe the above patent rights of the company. In addition, Shenzhen Anhehui, Jing Richeng production and sales of profile floodlights, fins floodlights, plastic-coated aluminum floodlights and ultra-thin floodlights and other products use the overclocking three owned utility model patent LED Lamp (patent number: ZL201220526723.1), invention patent LED lamp (patent number: ZL201210016292.9), invention patent LED lamp (patent number: ZL201410214558.X), utility model patent lamp and lamp housing (patent number: ZL201320845014.4 ), design patented projectile lamp (TG3) (patent number: ZL201530266624.3), utility model patent spotlight and its fastener (patent number: ZL201520878797.5) six patents, infringing the plaintiff's patent Right infringing goods. At present, the Shenzhen Intermediate People's Court has officially filed the above-mentioned lawsuits, but has not yet entered the trial and other procedures. The overclocking three request ordered the defendant to immediately stop production, sell infringing products and destroy infringing products, and immediately recover and destroy all infringing products and destroy special molds for producing infringing products. In addition, it also requested to order the defendants to eliminate the impact. The property rights newspaper and the China Youth Daily issued a legal statement and compensated for economic losses and the costs of litigation.