July LED industry hot news reviews

Looking back at July, there are many new and old terms such as running, expansion, and corruption. The following are the reviews and comments of the hot news in July:

Sanan Optoelectronics receives 50 million financial subsidies

Sanan Optoelectronics issued an announcement saying that on June 28, 2013, the company received Anxi County Finance Bureau “Anxi County Finance Bureau's Notice on Disbursement of Financial Subsidy for Sapphire Substrate Project of Sanan Optoelectronics Co., Ltd.” An Caiqi [2013] No. 237 file. The main contents of the document are: In order to implement the country's call for vigorous development of energy-saving and environmental protection industries and the construction of a conservation-minded society, and in accordance with the requirements of the county government to accelerate the development of high-tech emerging industrial clusters, the development of the LED optoelectronic industrial chain in Anxi County shall be promoted. The sapphire substrate project allocates 50 million yuan of "three scientific and technological subsidies" for financial subsidies. At present, the money has been received. According to the relevant provisions of the Accounting Standards for Business Enterprises, this amount is recognized as current income upon receipt. This matter will have an impact on Sanan Optoelectronic's 2013 interim results.

Comments: The subsidy Sanan has half a billion, it is really a slut, no way, who told you not to call "Sanan" it! Statistics show that Sanan accumulated 1.6 billion yuan from 2009 to 4 years of 2012, accounting for more than 68% of net profit for the same period. Over the past three years, Sanan Optoelectronics has received numerous subsidies, up to 24 in 2012. Among them, equipment subsidies are big. Regardless of what you say from the outside world, money is loaded into my pocket anyway, and my stock has risen. It seems that this subsidy effect is indeed quite large. However, the recent movement of Sanan has continued, on the one hand expanding production and reducing costs, while taking advantage of the subsidy policy has not withdrawn from the purchase of equipment to get subsidies; on the one hand to actively carry out mergers and acquisitions in order to obtain technology and markets. However, this series of investment actions can be effective, of course, the benevolent see wise men see wisdom. Do not look at the three scenes of infinite scenery. Stocks are a sword that hangs over the top of San'an. If the subsidy policy is withdrawn, Sanan will face the confusion of how to switch from "policy engine" to "market engine"? It's really what everyone has to say.

Hongli Optoelectronics: The company's online store sales are gradually starting

Hongli Optoelectronics said on the interactive platform of the panorama network on Monday that regarding the operation of the company’s online store, the company has formulated a detailed plan and is now advancing on schedule. Since the online store started on the 8th of June, the sales of products have gradually increased. . The main business of Hongli Optoelectronics is the R&D, production and sales of LED devices and their application products. The company has opened an online flagship store at Taobao's Lynx Mall.

Comments: Whether seen or pretend to be invisible, e-commerce has really swept the world, if not doing business with the e-commerce, it appears to be some "out". Since the beginning of 2012, LED has started to enter a large number of e-commerce companies, and has performed well in the promotional storm of the Singles Festival. In Shenzhen International LED Exhibition Jingdong Mall open investment LED. The pace of e-commerce is moving faster and faster. Some people say that in today's lack of growth in traditional channels, e-commerce, a new type of sales channel, has become one of the powerful means to help LED companies to open up the market. Marriage e-commerce, to achieve online and offline interaction, creating "three-dimensional marketing", will inevitably become the future trend of LED lighting business development. Although it is a trend, but for the beginning of the LED lighting, the need to be cautious, how to balance the distribution of profits online and offline, how to solve the logistics and transportation and other issues, of course, on the matter, Hongli Optoelectronics to package the main business, so Its consumer groups are not as broad as LED lighting, and ordinary consumers will not buy a device to play. Although catching up with trends, it is more important to adapt to trends.

AUO Shunchang: Supplementary Announcement of LED Epi Wafer and Chip Industrialization Project (Phase 1)
On June 4, 2013, Jiangsu Aoyang Shunchang Co., Ltd. (hereinafter referred to as "the company") disclosed the relevant announcements for non-public issuance of stocks such as the 2013 Non-Public Issuance of Stock Preplans, including LED epitaxial wafers and chip industrialization. The project (phase 1) plans to raise 400 million yuan of funds. On July 2, 2013, some of the questions raised by some investors on LED epitaxial wafers and chip industrialization projects (phase 1) were supplemented with the following explanations: In March 2011, the company’s first extraordinary shareholders’ meeting in 2011 passed the review. "LED epitaxial wafer and chip industrialization project", the project plans to invest 30 MOCVD epitaxial furnaces for LED epitaxial wafers and chip development and manufacturing. After the company's demonstration, the final project was implemented in Huai'an City, Jiangsu Province, and Huai'an Aoyang Shunchang Optoelectronics Technology Co., Ltd., which is a wholly-owned company, was implemented. In 2012, it obtained a state-owned land transfer contract and officially started the project in July of the same year. Construction. After one year of formal construction, the current civil construction has been completed, and five MOCVD equipment have been purchased, of which two MOCVD equipment have been mass-produced. The company's epitaxial wafers and chip production lines are fully connected, and the performance and quality of the products meet the design requirements. The other three MOCVD equipments are still in the installation and commissioning phase and are expected to be gradually put into operation in July 2013. Up to now, the entire project has invested about 200 million yuan, and achieved product sales in the second quarter of 2013.

Comments: There is a saying in the Besieged City that the city wants to go outside and outside the city wants to come in. This is the industry. Even though the collapse, integration, and running all occur year after year, it is impossible to control the real warriors. One day they face the dripping blood and the painful price when they think they are warriors. The epitaxial and chip domestic and foreign companies that came to China, as well as our Taiwan, are three-legged, and the competition is fierce. Even the interest rates of some companies are appallingly low. A large number of MOCVD producers have stopped production since last year. To a large number of merger transformation. Although some of the chip companies in this year are fully loaded and running, there are only a few companies that make money. We like to talk about weather, geography, and people. According to this, it is not a good time for Australian companies to come.

LED lighting technology has achieved a major breakthrough

According to Xinhuanet.com, from the Institute of Applied Chemistry of the Chinese Academy of Sciences, Chinese researchers have developed a new type of rare earth LED luminous material that effectively solves the problem of exchange LED lighting that has not been able to break through internationally, making China the only one in the world to master this technology. s country. LED lighting is another revolution in incandescent and fluorescent lighting sources. It is recognized as the most promising and efficient lighting industry in the world. The existing LED lighting sources use DC power as a driver, and must be switched between AC and DC power during operation, which has large energy consumption, poor heat dissipation, and high cost. However, the problem of flashing in AC LED lighting equipment has not been defeated internationally. Changchun Yinghua Research Institute cooperated with Sichuan Xinli Light Source Co., Ltd. in 2006 to develop a new type of exchange LED lighting technology research and development. After more than six years of unremitting exploration and development, a new rare earth LED light material was developed and recently passed by the Chinese Academy of Sciences. Identification of results.

Comments: This news is very long-term for the industry, our country solves international problems by itself, contributes to the perfect development of LED lighting, and at the same time it is not led by the nose on technical patents. This shows that we have The ability to develop and innovate new technologies, LED industry is currently impetuous, but some companies are silently fighting for new technologies, which is worthy of our pride. For this new technology research and development expert group believes that this technology solves the bottleneck problem of AC LED strobe from the source and several technical problems existed in DC and AC driving. At the same time, compared with the existing LED, the product has the advantages of low heat generation, high energy conversion rate, and small size, which can increase the service life by more than 2 times, and reduce energy consumption and cost by 15% and 20% respectively.

OSRAM splits listing or strengthens China LED market channel expansion
On July 8th, Siemens formally dismantled its subsidiary OSRAM (OSRAM) in Germany. OSRAM, one of the global lighting giants, was originally a wholly owned subsidiary of Siemens. In November 2012, Siemens plans to spin off OSRAM's 80.5% stake in its shareholders and then let OSRAM go public. According to the spin-off plan, one share of OSRAM shares will be obtained for every 10 shares in the hands of existing Siemens shareholders. After the spin-off, Siemens will still hold 17% of the equity of Osram and Siemens Pension Trust will hold 2.5% of the shares. In January 2013, Siemens AG’s annual shareholder meeting passed the OSRAM spin-off listing program at a rate of 98%. Siemens estimates that by 2016, LED lighting will account for 45% of the global lighting market share, with revenue of approximately 99 billion euros; the share before 2020 will increase to 66%, and the scale of revenue will be approximately 113 billion euros.

Comments: OSRAM is listed on its own, obviously, with money and sufficient funds, and the company's organizational structure is single and flexible. As a result, OSRAM will be more focused in the wave of global LED lighting. Of course, as the second LED lighting manufacturer in the world, it will invest more in the field of LED lighting, and will undoubtedly accelerate the localization strategy of OSRAM in the huge Chinese market. Its LED packaging plant in Wuxi is scheduled to start production in October this year; an LED R&D center is also set up in Shenzhen; the output of LED lighting terminal products in the Foshan plant is also coming up. The annihilation battle of several big international giants listed by OSRAM will be intensified in China, and the pressure on domestic companies will increase again.

Deep Sunda A and Philips establish LED joint venture company

Recently, the thirteenth extraordinary meeting of Shenda A's sixth session of the Board of Directors reviewed and approved the proposal for setting up a joint venture company for foreign investment. The Board of Directors agreed that the company and Philips Electronics China BV jointly funded the establishment of Shenzhen Zhongdian Sangfei Intelligent Lighting Technology Co., Ltd. ( The tentative name shall be finalized based on the name approved by the business license. The registered capital of the joint venture company is RMB 100 million, of which the company invests RMB 70 million in cash with its own funds and owns 70% of the joint venture company. Philips invests RMB 30 million in cash from legal sources outside China and owns a joint venture company. 30 % of equity. According to the agreement, the joint venture company will provide sales and system integration of lighting products and its control systems related to intelligent lighting; provide research and development, production, sales and system integration of smart low-carbon urban application system solutions and related products; undertake smart low-carbon Urban Application System Engineering Construction and Operation Services.

Comments: Through the agreement can be seen that the joint venture company to provide intelligent lighting and control systems, Sunda in the streetlights have deep technical and resource advantages, and Philips not only in the field of lighting more prominent in LED lighting control solutions. This time, the two joint ventures are powerful alliances. The goal of establishing a new company is obviously aiming at the national strategy of energy saving and emission reduction, promotion of green lighting, and development of a smart, low-carbon city strategy, and seize the government to promote LED lighting. Opportunity. I think the main task of the new company is to undertake construction of the project.

Tianlong Optoelectronics MOCVD Evaluation Through the Promising Sales <br><br><br><br><br><br> Tianlong Optoelectronics announced on the evening of July 11 that the company's controlling Sun Corp. Zhonghao Optoelectronics (Shanghai) Co., Ltd.'s first large-scale production of LED MOCVD equipment ProMaxy was in 2013 6 In January, Jiangsu Hanlai Technology Co., Ltd. passed the production evaluation and acceptance. The company said that this major progress shows that LED Zhongxin's LED MOCVD equipment already has the industrialization basis, and it is expected that it will begin to achieve a small amount of sales in 2013. According to the announcement, among the key performance indicators, the acceptance report shows that the device has a single cavity with a capacity of 2 inches and 66 pieces, a system capacity of 264 wafers; the uniformity of the wavelength within the Blu-ray plate is less than 1.5nm, and the inter-chip uniformity in the furnace is less than 2.5nm. Inter-furnace wavelength repetition uniformity <2 nm; non-doped GaN mobility 607 cm2/Vs. All performances have met or exceeded the verification and evaluation indicators and reached the international advanced level.

Comments: Domestic MOCVD is a good thing, indicating that we have our own technical strength, but domestic MOCVD has been calling for years. When it is really developed, it is estimated that there will be no market. According to the current situation of the market MOCVD, market saturation is not yet discussed, but Some chip makers' MOCVD is in a state of sleepiness or sales. Coupled with the psychological factors of consumers, always feel that the foreign moon is a circle, which is bound to cause unnecessary trouble to domestic MOCVD. In addition, from the perspective of current technology development, MOCVD has grown from 2 inches to 4 inches or even 6 inches. Therefore, the marketization of domestic MOCVD is still a question.

Furi Electronics developed by acquisitions Mai Rui photoelectric <br> <br> Furi Electronics evening of March 14 announcement said the board had considered the company intends to include the major shareholders, including not more than 10 specific investors through a public offering of A shares , The number does not exceed 50 million shares, mainly used for the acquisition of Shenzhen Mai Rui Optoelectronics Co., Ltd. The chairman of the company, Mr. Ruan Zhihang, expressed his expectation that the merger and acquisition measures implemented through this refinancing will help promote the company's LED industry assets integration and business restructuring, and make LED one of the company's core industries, and enhance the company's LED products. Market competitiveness. According to the announcement, the price of non-public issuance of shares by Furi Electronics is not lower than 90% of the average price of the company's stock trading on the 20 trading days prior to the pricing base date, ie 6.41 yuan/share, and all parties will then use cash for subscription. Among them, the major shareholder of Furi Electronics Electronic Information Group will subscribe for not less than 38.76% of the number of shares issued this time; the company's non-public offering of funds raised by 70% will be used to acquire Mai Rui Optoelectronics, and the rest will repay the company's borrowings To improve the financial situation.

Comments: mergers and acquisitions is a major trend in the development of the current industry, Furi Electronics took advantage of the capital to buy screen-based Mai Rui Optoelectronics, apparently want to become bigger and stronger, in fact, Furi Electronics has been the main business has been sluggish in recent years Last year, Fukuri conducted internal business integration and split the original LED business into two. Among them, Furi Lighting is responsible for LED lighting business, Furi photoelectric main attack LED large screen. Up to now, the performance of its LED large-screen business market has been unsatisfactory. If it takes time for itself to develop, it may miss the best opportunity. Therefore, the acquisition of Marui Optoelectronics at Fukuri is expanding its display business.

TCL, Ruifeng joint subsidiary of Formosa denounced 200 million joint venture company <br> <br> Ruifeng power LED (300241.SZ) said the announcement, TCL Group (000100.SZ), Ruifeng power and Taiwan "Formosa Epitaxy" The wholly-owned subsidiary “Yuxing Enterprise” will jointly invest 200 million yuan to establish a joint venture LED company in Zhongkai High-tech Development Zone of Huizhou City, Guangdong Province. The new company is called "Huaru Optoelectronics Technology (Huizhou) Co., Ltd.". Located in the Zhongkai High-tech Development Zone of Huizhou City, the capital of the company is RMB 200 million. Among them, the leading company is the TCL Group, holding 51% of the shares and investing approximately RMB 102 million (approximately NT$ 495 million); Ruifeng Optoelectronics It is an equity participation of 25% and a capital contribution of RMB 50 million; Yuanyuan's Yuxing Company accounts for 24% of the total investment of RMB 48 million. Luanyuan Optoelectronics is one of the largest LED chip manufacturers in Taiwan. Ruifeng Optoelectronics is a well-known LED packaging company in China. Color TV giant TCL holds downstream channels and product resources. According to the announcement, the main business of Huarui Optoelectronics is: R&D, manufacturing, and sales of LED packages, backlight modules, lighting modules and related products; investment in LED chips, packaging, application modules, and application products, and other related industries.

Comments: The "marriage" of these three companies fully reflects the willingness to share resources and win-win cooperation. TCL's holdings also interpret the dominant advantages of “get the channel to get the world”. This cooperation has completely integrated the upper, middle and downstream industrial chains and can achieve the sharing of mutually advantageous resources. It should be said that it is an ideal joint venture model. However, whether the new company can achieve significant growth depends on whether the internal cultural integration is going well. How to integrate the three corporate cultures with different corporate backgrounds and cultures is a real challenge.

LED companies in Europe face new challenges in upgrading energy efficiency standards <br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br><br> On September 1, the latest energy efficiency requirements for LED lighting products will be formally implemented in Europe. By then, export of LED lighting products to Europe will need to meet new energy efficiency standards. It is understood that the new regulations will be implemented in three phases: the first phase will start on September 1, 2013, the second phase will be September 1, 2014, and the third phase will be September 1, 2016. The EU is the region with the highest import requirements for LED products. LED products entering the EU market must comply with the safety requirements of the Low Voltage Directive, electromagnetic compatibility requirements in the electromagnetic compatibility directives, restrictions on the use of certain hazardous substances directives (RoHS) and WEEE in electrical and electronic equipment. China's environmental protection requirements and energy efficiency requirements in the Energy Product Ecodesign Directive (ErP). In addition, LED products also need to comply with the conformity assessment procedures stipulated in the corresponding regulations. Only in this way can the CE mark be affixed to enter the EU market smoothly.

Comments: CE, this has caused many Chinese LED companies that have dreamed of the EU market to suffer. For that paper certification, many companies are not only hard-working but also include the 18 routines including fraud. No way, who let people be God? The standard is the right to speak. In the domestic LED companies are still at a loss as to the future of the national standard, the international LED access standards are already numerous, built a market firewall, but also to the Chinese companies more and more closed doors. . Fortunately, China's LED companies are in trouble for a long time and can stand it. Only companies that stand the test of adversity will survive in the market. Therefore, if this round of new challenges can accelerate the purification of the domestic LED industry, it is not a bad thing.

Guzhen Lighting Factory Hung Kee boss on foot <br> <br> overdue wages of nearly one million, also owed more than 25 million yuan loan. The outsiders claimed that the operators of Xiong Ke Lighting were Xie Yingxiong and Xie Weitang brothers. The police then chased the two men. Xiongji Lighting Factory is located at No. 13, Luyongyu, Caoyi Industrial Zone, Guzhen Town, with a registered capital of 5 million. The legal representative of the company is Xie Yingxiong. Outsiders say that Xie Yingxiong and his younger brother, Xie Wei, are responsible for the business. . The company is a production and processing enterprise focusing on lighting fixture lighting. The main products are LED lamps. On July 2nd, Xie Yingxiong suddenly “evaporated” and dozens of suppliers of Xiongji Lighting Factory came to the door, saying that Xie Yingxiong defrauded them of tens of millions of yuan in the form of bad cheating fraud. It is understood that these empty cheques all come from the Heyuan Xinshi Branch of the China Construction Bank. Some cheques are issued in the coming months. For example, a cheque with a ticketing date of August 28 of this year was issued by Xie Yingxiong in early June to pay for goods in April and May. In addition, Xie Yingxiong also owes the wages of more than 300 employees in the factory, totaling nearly one million yuan.

Comments: It is also "running!" When the word has become the norm and enters the eyes of the public, it is already somewhat numb. Fraud in the form of promissory notes and the act of arrears of employees' wages have once again tore tears into the bloody reality of the good message that "entrepreneurs should be guilty of moral blood." Despising the black sheep of these industries, we are also telling those black-hearted bosses who have this thought to dare to dare to do it, and behind the scenes, how can we run away! If you have the courage to run, it would be better to do a good job of doing the aftermath, and perhaps you will make a comeback.

Everlight calls for Philips to fight LED light bulb price war in Taiwan <br><br><br><br> Global lighting leader Philips announces that the new LED light bulb price this year is at least 20% lower than last year, setting off a price war for LED light bulbs in Taiwan! Egobuk, who has made a strong presence in Taiwan’s first brand image, immediately took action this week. The LED bulb yesterday announced a new promotional package of NT$999 (the same below), and the unit price was equivalent to a price reduction of 33%. Chairman Ye Xifu pointed out that the global layout of LED lighting this year is to follow the price war to kill it, and Yiguang does not have a stop loss point. After three times of traditional lighting knockout, LED lighting has to start the first wave. Everlight has prepared for this year's price war. Therefore, there is no stoppage point for bargaining this year, and this will not affect the growth trend of Yiguang this year.

Comments: No matter what kind of price, price cuts are a good thing for consumers and LED promotion. To win market price may be the key point, but product quality and brand service are always a magic weapon. This time, Philips announced price cuts, and Everlight was not to be outdone. Lima accepts not only price cuts but also no stoppage points. The price war between branded companies appears to have been sounded. Thinking about it, people may reduce the price of Philips is really a drop in the cost, price reduction is only to follow the market and technical laws only, do not rule out to obtain more market share. Of course, our price reduction by Yiguang does not rule out similar reasons to Philips. However, we can not be evasive, and we should not go beyond the point of view. Perhaps people do not turn a blind eye and want to obtain more markets. Perhaps we should not only want people to learn to cut prices.

Guangdong science and technology director was investigated or caused major earthquake in the LED industry <br><br> The 55-year-old Li Xinghua is a five-Chinese in Meizhou, Guangdong. Since April 2007, he has served as the director of Guangdong Provincial Department of Science and Technology. Before he lost his job, Guangdong Province just held the eighth provincial conference of the Provincial Science and Technology Association on July 23. Li Xinghua was also elected Vice Chairman of the Eighth Committee of the Provincial Association for Science and Technology at this conference. The official website of the Guangdong Provincial Science and Technology Department shows that as party secretary and director, Li Xinghua presided over the office of the party and government work, in charge of the Personnel Department and the Conditional Finance Department, and was responsible for contacting the Provincial Productivity Promotion Center. It is reported that when Li Xinghua was responsible for the affairs of Guangdong Provincial Department of Science and Technology, he had vigorously developed and promoted the LED industry and enabled the industry to develop rapidly.

Comments: This news does not seem to have much to do with the LED industry, but in fact it has a significant impact on the LED industry that accounts for half of China's economy. The Guangdong Province Science and Technology Agency's funding and policy support for LED projects to a certain extent promote the Guangdong LED industry. Development has played a certain role, especially during Li Xinghua's administration of science and technology during the LED industry. Because of the special nature of the LED industry, it is inevitable that corruption will occur during the implementation process, and it will be a backdoor phenomenon. For some companies that lack government operations and public relations capabilities, it is unfair. The incident reflects the chaos of the LED industry. In the future, there may be more individuals or organizations involved in the industry. In addition, the “waste regulations” in Shenzhen are associated with the persistence of policies that make people worry about fears of LED policies. Because of personal reasons, Li Xinghua's dismissal will have a certain negative impact on the development direction of the LED industry in Guangdong.

Technical standards across Europe were killed LED lamps export difficulties <br> <br> In recent months, the European Union, the United States imported products to improve standards for the LED lighting industry Adds haze, the Guangdong Provincial Bureau of Quality Supervision WTO / TBT Center recently informed that, Countries such as the European Union, the United States, Chile, and Uganda set a higher threshold for directional lights and LED lighting products in the countries of entry. For the directional lamps and LED luminaire products of the country of entry, higher and more stringent requirements for energy-saving and environmental protection, eco-design, energy-efficiency labeling, test and inspection, performance, safety, size, weight, and shape are proposed. For example, the European Union has proposed high-efficiency requirements for directional lamps and LED lamps.

Comments: Europe and the United States once again raise the threshold, which will be a heavy blow to China's export-oriented LED companies, these companies will face the situation of internal and external difficulties, outside the high threshold, there is a lack of demand, a few embarrassing situation. Of course, this is also a double-edged sword, lighting quality requirements have always attached importance to two aspects, one is product performance, one is safety and reliability, with the development of LED lighting or more emphasis on product performance. Export companies should use this as an opportunity to strive to do a good job in R&D and production. At the same time, strengthen inspections and ensure product quality. We must measure ourselves higher than international standards and link standards development with international standards so that we will not be subject to standard issues. Rejected.

Heng Teng Technology Division acquired a 51% stake in the field of interventional LED terminal <br> <br> Keheng shares July 30 evening announcement said the company in order to further improve the layout of the LED industry chain, to quickly enter the field of LED products terminal The company decided to acquire 51% of the shares of Shenzhen LianTeng Technology Co., Ltd. ("LianTeng Technology") with its own capital of RMB 10.95 million, and was responsible for raising liquidity of up to RMB 20 million from LianTeng Technology. The transferor promises that after the audited net profit of Lian Teng Technology in August-December, 2014 and 2015 in 2013 will be no less than 2 million yuan, 4 million yuan, and 6 million yuan respectively. If it is insufficient, it will make up for the difference.

Comments: See also the case of acquisition. There has always been news, happiness or worries. Keheng acquisition of Lian Teng, for Lian Teng, can be described as giving in the snow. Since 2012, Lian Teng has repeatedly been reported to have unfavorable operating rumors, and it is no longer a case of lofty ambitions. Keheng's timely acquisition, on the one hand, can replenish Liantan's financial strength, on the other hand, it also enhances Liantan's confidence, especially for bad rumors. In other words, why Ke Heng purchased Liantan, which also saw Lian Teng really excel, no company is willing to do a loss of sales, Ke Heng naturally have their own plans. Although the acquisition has become a reality, the blending between the two has only just begun, and the fate of Liantan will go even further.

Samsung wants to acquire German OLED manufacturer Novaled 200 million U.S. dollars

According to reports, Samsung will acquire Novaled, an OLED manufacturer in Germany, and expects the transaction amount will exceed 200 million U.S. dollars. According to media sources, Samsung and Novaled are about to reach an agreement, and Novad’s chief marketing officer Gerd Guenther confirmed that both sides are currently negotiating. It is understood that Novaled is mainly engaged in the research and development of organic light-emitting diode technology (OLED). As early as September 2011, Novaled received an equity investment from a Samsung investment institution. Later, the company also submitted an IPO application to the United States. Nothing below.

Comments: The purpose of the acquisition is based on the "benefits" above, Samsung's expansion of the empire from endlessly, the desire to acquire German OLED manufacturers, even if it is prudent for deep thought, since 2011 Samsung and LG The OLED patent dispute never stopped. In March this year, LG once accused Samsung of violating its OLED patents. One of the purposes of acquiring Novaled at this time was to resolve the patent issue. It was nothing more than to increase the stakes for LG's disputes. Of course, Does not rule out Samsung's intention to expand the OLED industry chain.

The price war heating up, fueled <br> <br> Philips brands in the July 15 announced the launch of a new generation of LED bulb series in Taiwan, its 7-watt LED bulb Philips last year compared to 6-watt LED bulb price full price 2 percent "Mulinsen" hand in hand with Guizhou Yulong Lighting, LED product sales: 2W bulb price 5.5 yuan price 5 yuan / only, 3W sharp bubble, pull tail bubble original price 9 yuan price 8 yuan / only, T5 integration 16W 25 yuan / Branch, T8 integration 16W 30 yuan / support; Taobao led shop 5439, Tmall 1358. 3w ceiling light 8 yuan, 30 days sales 30,000 sets, bulb 3w7.5 yuan, actually still shipping, ceiling lamp 8w 19 dollars, 30 days sales 20,000 sets.

Comments: This price is more and more can not read, before because of high prices and can not promote the LED market, it now appears that this is not a problem, and most brand companies have also taken the route of price cuts, especially e-commerce LED products are scary, there is no minimum Only lower is the current development trend of LED prices, the difference is not seen within 20 yuan, not seen outside the 20 yuan, is also a true portrayal of the current LED market. It's amazing how low this price was made? Do manufacturers still earn money? Of course, some people say that casually looking for some light sources in the low-end market, driving and other pieces together is an LED light. Isn't this a grave? Although cheap, consumers prefer Wumart.

Strange current revenue growth decline in profits on July 12th, Lehman Optoelectronics released the performance forecast for the first half of the year, and it is expected that the net profit attributable to the shareholders of the listed company will be 14.086 million yuan to 16.009 million yuan, which is more than 2011.51 million yuan in the same period of last year. Declined by 20%~30%. Lehman Optoelectronics is not alone, and many companies, including Mosco Power, Hongli Optoelectronics, released the 2013 first-half performance forecast. The forecast shows that although operating income has increased by a certain margin, profits are still falling.

Comments: Recently, some LED listed companies have issued half-year performance notices in advance. If you read carefully, you will find a common phenomenon. Each performance has risen, but profits have increased in reverse proportion. For the industry’s declared “100 billion” market space, listed companies in the industry appear to be able to re-divide their own profit margins and reposition their own control. In particular, the control over the civilian market cannot be overestimated. It is just like the ancient town “LED fever”. The demonstrated, profit-making effect has stimulated more and more capital to enter this field. With the low-cost and low-price occupation of low-end consumer LED lighting market, the competition in the low-end market has become fierce when the listed companies have not yet rapidly adapted to market transformation. Will have a significant impact on the profitability of listed companies.

EU warns of Chinese-made PHILIPS LED bulbs
Recently, the European Commission's non-food quick warning system issued a consumer warning to Philips-made LED bulbs made in China. The product being warned contains 2 different LED bulbs in a single carton; the model/model is MASTER LED BULB D12-60W (E27 2700K A60 and B22 2700KA60, batches 2K, 2L and 2M), the bar code is 872790093448900 and 872790093450200, the economic cooperation and The OECD Portal Category is 78000000 (electrical appliances). Due to the problem of insulation of the product, the metal body of the LED bulb that has been warned by the European Union may leak electricity. When the user is installing, there is a danger of electric shock and does not comply with the EU Low Voltage Directive. At present, there have been 2 accident reports. And distributors have taken measures to withdraw from the market for this product.

Comments: The EU has always been strict on this aspect of detection, for the Philips problem light bulbs clearly pointed out that made in China, it is inevitable that some people feel a little orange Health Huainan is orange, was born in Huaibei is ambiguous feeling, perhaps a delusion. In any case, the EU is in line with the attitude of being responsible to consumers, which also hit a fresh agent for China's LED export enterprises. "As long as your products are not qualified, do not meet the standards, then I am sorry, no matter who is Philips or Can be rejected."

Senji Optoelectronics 2.5 Billion LED Industrial Park was originally a beautiful lie In September 2011, Lee was introduced by friends and came to Hanjiang District of Wuhu City and promised to the local government to invest 2.5 billion yuan in Wuhu Hi-tech Industrial Development Zone to create LEDs. Cluster Industrial Park. In order to enjoy the government's preferential policies for attracting foreign investment, Lee established the Anhui Senji Semiconductor Optoelectronics Technology Co., Ltd. (abbreviated as Senji Optoelectronics) through an agent for business registration. On December 13, 2011, Senji Optoelectronics and Wuhu High-tech Industrial Development Zone officially signed a contract. Subsequently, the relevant departments approved the project land for “Senji Optoelectronics”. However, almost two years have passed, the high-tech equipment has never been seen on the project site, and the investment funds promised by Lee have not been honored. In July this year, the Minjiang Economic Investigation Brigade of Wuhu Public Security Bureau received an alarm that Lee, the legal representative of "Senji Optoelectronics", had disappeared after falsifying facts and defrauding more than RMB 1 million of contract guarantee money.

Comments: I don't know how everyone sees this news reflecting how the so-called fly is not a seamless egg. I think it is not an exaggeration to use it here. It took about two years from the beginning until it was discovered. Well, now it's a scam. Why didn't you notice it before? It was because the local government was so excited and blind that it was caused by investment. I think if the relevant government continues to do so, it is estimated that people like Li will continue to emerge in an endless stream.

Guangdong's strong support for LED lighting companies' market acumen <br><br><br><br><br><br><br><br><br> Guangdong Province has introduced the implementation of LED lighting products to implement the program, fully open the curtain of LED lighting applications. Many cities such as Foshan, Dongguan and Zhongshan have also actively responded to the provincial government's policies, introduced subsidy programs, and vigorously promoted the application of LED lighting products. Among them, Foshan Chancheng 15 million subsidy LED lighting products, Dongguan single project up to 10 million subsidies, Zhongshan LED to save electricity subsidies. Zhao Jinsong, Development Planning Office of the Guangdong Provincial Science and Technology Department, said in an interview that Guangdong’s general practice in stimulating the LED industry is “promulgated by the provincial lighting demonstration project to encourage and guide local governments at all levels to conduct public domain construction. Spend financial funds and promote LED projects through the EMC model."

Comments: When you see this news, you think of Li Xinghua, the head of Guangdong Science and Technology Department who just fell to his horse. During his leadership, he vigorously developed and supported the development of the LED industry. It is precisely because of this that the LED industry has brought severe pressure on the production capacity in Guangdong Province. Under Li Xinghua, we still don't know if this preferential policy can be sustained. Even if it can continue, this kind of subsidy will weaken the aggressiveness and lead to an increase in the market's unfavorable competition.