Dry Photoelectric / Op Lighting / Liard / Samsung Trends

Recently, companies such as Ganzhao Optoelectronics, Op Lighting, Liard and Samsung have successively sent good things: Dry Photo introduced Aisiqiang MOCVD system, Op Lighting intends to obtain 3.03% stake in Xinchao Media, and Liard subsidiary won 424 million yuan Project, Samsung will be a shareholder.

Dry photo will add Ai Siqiang MOCVD system to expand red and yellow orange LED production capacity

AIXTRON announced today that it has received orders from China's optoelectronics manufacturer Xiamen Ganzhao Optoelectronics Co., Ltd. to order multiple sets of AIX 2800G4-TM MOCVD cluster system equipment to expand its gallium arsenide (GaAs) red. Yellow Orange Light (ROY) LED production capacity.

Each product cluster consists of two multi-wafer AIX 2800G4-TM reactors with a 15 x 4 inch substrate base and an automated module to support the mass production of both reactors. The AIX 2800G4-TM delivers the highest throughput, the industry's highest yield and chemical efficiency, benefiting customers and setting the industry benchmark for the lowest cost per wafer.

“Because of the increasing acceptance of many lighting and display applications such as smart lighting, urban lighting, and small-pitch display technology, the demand for red, yellow and orange LEDs has increased, so manufacturers also need to constantly Expansion of production capacity. We are very satisfied with AIXTRON's reliable AIX 2800G4-TM platform and years of quality service, so we decided to add new systems to our existing production capacity.” Deputy General Manager of Xiamen Dry Photoelectric Co., Ltd. Prosperity said.

Dr. Bernd Schulte, President of AIXTRON, said: "AIXTRON's AIX 2800G4-TM platform has established a reputation in the industry for the production of GaAs-based red-orange orange LEDs, VCSELs and thin-film solar cells. Equipment, I believe we will be able to provide the best and effective support for the expansion plan of Xiamen Ganzhao Optoelectronics. We look forward to continuing to cooperate with Xiamen Ganzhao Optoelectronics for long-term mutual trust."

Summary: The major chip factories in China are expanding their production capacity. In this context, MOCVD equipment is enjoying major benefits. As a major international manufacturer of MOCVD equipment, Ai Siqiang has established a good reputation in the industry, and its equipment has been verified in most chip factories. Through the cooperation with Ai Siqiang, Ganzhao further enhances its production capacity and enhances its competitiveness.

Op Lighting intends to invest 150 million to acquire 3.03% equity of Xinchao Media

Op Lighting Co., Ltd. (hereinafter referred to as "Ou Pu Lighting") announced on November 30 that the company intends to invest 150 million yuan in its own funds to invest in Chengdu Xinchao Media Group Co., Ltd. (hereinafter referred to as "Xinchao Media"), of which 225.1502 Ten thousand yuan was included in the registered capital of Xinchao Media, and the remaining 147,784,498 yuan was included in the capital reserve.

Through the unanimous agreement of all the shareholders, Xinchao Media intends to increase the registered capital from 675.45.89 million yuan to 742.299 million yuan. It agrees that Optel Lighting, Wang Yaohai and other three parties will be the investors to obtain 9.09% equity of Xinchao Media for a total of RMB 450 million. A total of 675.4506 million shares. After negotiating with the shareholders of Xinchao Media, Op Lighting intends to invest RMB 150 million in Xinchao Media, of which RMB 2,251,502,000 is included in the registered capital of Xinchao Media, and the remaining RMB 147,748,498 is included in the capital reserve. After the completion of this investment, Op Lighting held a 3.03% stake in Xinchao Media.

According to the announcement, Xinchao Media was established in 2007. It is an elevator TV traffic platform focusing on the consumption upgrade of the middle-class community. Xinchao Media has created a new scene of TV media in the community elevator. The business has covered Beijing, Shanghai, Shenzhen, Hangzhou and Chengdu. Chongqing, and other core cities.

According to the announcement, as of December 31, 2016, the total assets of Xinhui Media's consolidated statements were RMB 158,805,900, net assets were RMB 5,566,900, total operating income was RMB 71,240,400, and net profit was RMB -7,765,700. As of June 30, 2017, the total assets of Xinhui Media (unaudited) consolidated statements were RMB 264,471,100, net assets were RMB -228,700,000, total operating income was RMB 69,734,900, and net profit was RMB -57,956,200.

Op Lighting said that the company's capital increase this time to participate in the new wave media is based on the prospects for the future development of the new wave media. The advertising platform built by Xinchao Media is one of the important brand promotion platforms of many well-known enterprises. There is broad and in-depth cooperation prospects between the two parties. In the future, the company will strengthen its business cooperation with Xinchao Media in the field of brand promotion with investment as a link. Through future possible business cooperation and interaction effects, the company will further strengthen the company's brand influence and core competitiveness, and effectively improve the company's return on assets. Rate and shareholder value.

Summary: Brands are critical to the long-term growth and profitability of a company. As a well-known brand in the domestic lighting industry, Op Lighting is second to none in the industry. Through the participation in the trendy media, Op Lighting will be able to further expand its brand awareness with its brand promotion platform.

Liard subsidiary won the bid of 424 million yuan

Another wholly-owned subsidiary of Liard, Shenzhen Jinda Lighting Co., Ltd. (hereinafter referred to as “Jinda Lighting”) received the “Notice of Winning Bid” issued by Shangrao City Administration Bureau on November 29, 2017. However, no formal contract has been signed with the tenderer.

The notice confirms that Jinda Lighting is the winning bidder of the project “Some of the roads in the downtown area of ​​Shangrao City and the design and construction of the night scene lighting renovation project on both sides of the river”. The contract price is RMB 424 million (the specific amount is the final contract) Subject to time), duration: 180 calendar days.

The main body of this project is the supporting project for the cultural tourism, focusing on creating a “night tour letter river” to enhance the local tourism environment. Following the Leshan Sanjiang Environmental Remediation Project, the company's “Cultural Science and Technology + Finance” strategy has been upgraded to another masterpiece of the lighting sector after the “Happy City”.

The project price is about RMB 424 million, accounting for 65.13% of Jinda Lighting's audited operating income of RMB 65,092.25 million in 2016; it is expected to have a positive impact on the company's 2017-2018 operating results.

Summary: The promotion of night travel economy and policy has led to landscape lighting entering an explosive growth phase. Based on the super strength of the lighting engineering field, Jinda Lighting has won several landmark lighting projects. In 2018, landscape lighting is expected to enter a period of rapid growth, and Jinda Lighting is expected to achieve stronger growth.

Samsung will be a shareholder, Micro LED research and development will be strong alliance?

The prospect of Micro LED is shining. Samsung came to Taiwan to find allies, and it was close to the investment of 4.5 billion yuan (NT). The company's major shareholder, Jingdian, is also actively researching and developing Micro LED technology. The strong alliance effect after Samsung's shareholding will not only help Crystal Power, but also develop high-end display capabilities in Taiwan in the new generation. The highly competitive relationship with Taiwanese factories has turned into cooperation.

For Samsung's stake in the company, Li Yunli, the chairman of the company, said yesterday (29) that the company that wants to invest money is much more than expected, and it has not yet been determined.

Li Yunli emphasized that the opportunities for the success of Micro LED are getting higher and higher. Since the company can provide integrated development solutions for Micro LED technology, many international manufacturers hope to cooperate with Yuchuang through shareholding or strategic alliance. It is estimated that in the middle of 2018, the products of the partners will be seen in the market.


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