his week, bid farewell to July, also ushered in August. In the LED circle, international companies are active, mainly in the second quarter and first half of the performance list, including GE, Osram, Yanuofei, Seoul Semiconductor, Veeco and Ai Siqiang. Among them, Osram and Yanuofei have another action, and the company has been repurchasing shares. Osram has been in the process of transformation recently. In addition to the acquisition of a number of companies, this week also announced that it will sell the lighting business.... Technology and patent infringement cases are also quite worth seeing. Have you eaten these melons? Please come back together.

★ OSRAM sells its lighting business and will continue to focus on high growth markets

The OSRAM Group Board of Directors recently decided to sell its luminaire business. Olaf Berlien, CEO of OSRAM Group, said: “Because of a number of measures, the financial income of the OSRAM Professional Lighting Solutions Division has stabilized. This also allows us to initiate the sale of the business in an orderly manner, thus ensuring At the strategic level, OSRAM has always focused on applications with high growth potential.

★ Current joins JFC to create one of the largest vertical farms in the world

Recently, GE's Current and Jones Foods Co., Ltd. (JFC) is building one of the largest vertical indoor farms in the world. Located in North Lincolnshire, England, this plant nursery will be the largest indoor farm in Europe. On the 5120 square meters of planted area, up to 420 tons of green leafy vegetables will be produced each year. The planting area is arranged on a rack of up to 11 meters. To help maximize production on vertical farms, Current is installing a new Arize* LED gardening lighting solution.

★ With a value of over 1.8 billion, Yannuofei has begun to repurchase 9.9 million shares.

On the 30th, Signify announced the launch of a stock repurchase program to repurchase its own shares of up to 230 million euros (about 1.837 billion yuan) to reduce the company's capital. The plan will be implemented on July 30, 2018 and is expected to be completed by the end of 2018. Based on current share prices, the repurchase program totals approximately 9.9 million shares, representing 7.2% of the company's issued share capital. Yannuo intends to cancel the repurchased shares.

★ Wanrun Technology Subsidiary won the bid of 263 million yuan landscape lighting project

On the 1st, Wanrun Technology announced that the company's holding subsidiary, Guangdong Zhongzhu Tianyou Aesthetics Lighting Co., Ltd. and its wholly-owned subsidiary Guangdong Zhongzhao Ruiguang Lighting Design Co., Ltd. received the tenderer Shuanglong Airport in July 30, 2018. The “Bid-winning Notice” issued by Construction Investment Co., Ltd. confirms that Zhongzhu Tianyou and Zhongzhao Ruiguang are the winning bidders for the design and construction of the project of the Shuanglong Airport Economic Zone in Guizhou Province. The project investment is 263,404,900 yuan. .

★ Crystal Q3 needs to warm up, Mini LED e-sports products or Q4 come out

In the third quarter of the crystal power industry, the demand for quaternary LEDs is more hot than that of the second quarter. The production capacity is full and continues to increase, and the demand for mobile phone backlights is also warming up. The Mini LED esports application has found solutions in succession, and is expected to be available in the fourth quarter. The kinetic energy can be used, and the mobile phone application part. At present, the solution proposed by Jingdian is affirmed by the customer, but the shipping schedule still depends on the customer's product and market planning.

★ LED lighting prices may be under pressure, Yiguang plans to respond with “eight characters”

According to reports, Yiguang Chairman Ye Haofu said on the 30th that the US-China trade friction has continued to burn in the recent past. At present, it seems that the LED-related components manufactured by mainland brands or mainland China will have an impact on the United States. In the future, the price of LED lighting will be negative. influences.

At present, the proportion of Yiguang Lighting has been reduced to 5-6%. Ye Yufu said that it is impossible to predict what will happen in the market at present, but Yiguang will respond with “red letter ordering and black word shipping”, which is lower than competition. The price is received, and then the cost is reduced through manufacturing and other aspects.

[Technology, Patent Infringement Case]

★ Dimming with LED technology, Alzheimer's disease improves sleep and mood

The Lighting Research Center at the Rensselaer Polytechnic Institute in New York, USA, conducted an illumination experiment in which Alzheimer's patients in nursing homes had the opportunity to improve sleep and mood problems under natural light sources. The head of the research team said that with the advancement of LED technology, it is easier to control the color of light and light. Through the light source, the proportion of melatonin suppressed by the light source is increased during the daytime, and the night is lowered, so that the patient can regularly work day and night.

★ Using liquid quantum dots to suppress matrix effect, LED luminous efficiency is greatly improved

A research team at Ko? University in Istanbul, Turkey, developed a high-performance LED. The researchers placed the quantum dots in the liquid directly into the LED device, and the luminous efficiency was 50% higher than that of the solid quantum dots.

★ With the Boston University patent lawsuit, Jingdian second trial won

On the 27th, Jingdian announced that the company and Boston University's patent infringement lawsuit, the US Federal Circuit Court of Appeals made a second-instance judgment, determined that Boston University's patent rights were invalid, and Jingdian won the case.

Jingdian said that the lawsuit has been in the law for many years. It was the infringement lawsuit filed by Boston University Foundation on October 12, 2012 in the US District Court of Massachusetts for the US patent of Boston University. More than 5.68 million US dollars.

★ Ending and Hongqi’s infringement dispute over German YAG patent, Nichia was compensated

On the 2nd, Nichia issued a press release announcing compensation and ending the infringement dispute with Hongqi Technology in Germany on YAG patents. It is reported that in October 2010, Nichia filed a patent infringement lawsuit against Taiwan-based Hongqi Technology in Germany. The infringing products are four white LEDs such as "HT-V116TW", "HT-U158TW", "HT-T169TW" and "HT-P178TWU-PQPS-DG" owned by Hongqi Technology.

[performance show]

★ MOCVD demand is strong, Ai Siqiang's performance indicators have increased in the first half of the year

On the 26th, deposition equipment supplier Ai Siqiang announced its performance report. In the first half of 2018, revenue increased by 3% year-on-year to reach 117.6 million euros (about 932 million yuan). Due to the agreed shipping arrangements with customers, revenue in the second quarter of 2018 fell to 55.2 million euros (about 437 million yuan).

★ The first transcript was released after the name change, and the sales of 昕诺飞 exceeded 24.1 billion in the first half of the year.

On the 27th, Yannuofei disclosed its results. In 2Q18, the company achieved sales of 1.537 billion euros (about RMB 12.195 billion), a decrease of 9.5% from 2Q17; net income of 29 million euros (about RMB 230 million), compared with 2Q17. It fell by 60%. In the first half of 2018, the company achieved sales of 3.038 billion euros (about RMB 24.104 billion), a year-on-year decrease of 10.4%; net income of 49 million euros (about 389 million yuan), down 63.2% year-on-year.

★ Seoul Semiconductor 2Q18 results released, automotive lighting business grew strongly

On the 27th, Seoul Semiconductor disclosed its results. In 2Q18, the company realized a consolidated income of 290 billion won (approximately RMB 1.721 billion), in line with the expected target (280-300 billion won); realized operating income of 18 billion won (approximately RMB 107 million, before tax depreciation and amortization) Earnings (EBITDA) of 45 billion won (approximately RMB 267 million). It is reported that sales of automotive lighting in all areas of Seoul Semiconductor have shown strong growth.

★ GE's second quarter results released, lighting revenue only accounted for 1.43%

A few days ago, GE disclosed 2018 results. According to the US General Accounting Standards (GAAP), GE achieved revenue of 58.764 billion U.S. dollars in the first half of this year, a year-on-year increase of 5%. In the second quarter, revenue reached 30.104 billion U.S. dollars, up 3% year-on-year.

Among them, the lighting business contributed 887 million US dollars in the first half of the year, Q2 contributed 431 million US dollars, down 9% from the same period of last year, accounting for only 1.43% of GE's second quarter revenue.

★ OSRAM's third quarter revenue remained stable at 1.02 billion euros

On the 1st, Osram announced its third-quarter earnings report, and its third-quarter revenue was flat with the same period last year, reaching 1.02 billion euros. The adjusted EBITDA for special projects was lower than the same period last year, at 133 million euros. The adjusted EBITDA margin was 13.1%. Exchange rate changes, as well as increased costs for R&D and capacity enhancement, have affected the adjusted EBITDA for the third quarter by more than 40 million Euros.

★ MOCVD equipment manufacturer Veeco's 2Q18 performance, revenue of 1.079 billion

On the 2nd, MOCVD equipment manufacturer Veeco Instruments Inc. announced its second quarter results for 2018. In 2Q18, the company achieved revenue of 157.8 million US dollars (equivalent to RMB 1.079 billion), an increase of 40.64% over the same period of the previous year ($112.2 million).

★ Feile Audio has a loss of 400 million yuan in the first half of 2018

On the 2nd, Feile Audio announced that the company’s net profit attributable to the company’s owner in the first half of 2018 is expected to be about RMB 400 million, compared with a profit of RMB 113 million in the same period last year.