[Text|High-tech LED Yue Mengdi] 1. After the announcement of the Sanan chip by the company, will the crystal power company jointly establish a factory in Mulinsen overseas? (click to read the original)
Comments: I have to say that the news that Taiwan Enterprise Yiguang first adopted the mainland factory chip has caused a lot of interpretation in the industry. In Xiaodi's view, this is a market economy phenomenon.
Yiguang has a rich product line, and it is reasonable to use different suppliers in the middle, high and low end. Moreover, Sanan’s chip price has advantages and quality is not bad, and it can meet the demand of billion light. Reduce the cost, why not the latter?
Maybe this is just the beginning?
Not long after the interval, there was a report from the media that Crystal Power will join forces with Mulinsen to set up a factory in India (click to read the details). From the perspective of the newspaper, Jingdian is like a "little daughter-in-law" who has been wronged and wants to retaliate. According to Xiaodi, Crystal's customers are all over the world, and many downstream customers will specify chips for crystal power. In the middle and high-end applications, domestic export products, crystal power has occupied an absolute advantage. It is still too early to say how much pressure Sanan has given to Jingdian.
Xiaodi also contacted insiders of Jingdian and Mulinsen, and said that there is no plan to jointly set up a factory in India. Jointly set up a factory or a permit/meeting, but it is said that it is a bit exaggerated because Yiguang invested in Sanan.
2, the country star power white LED patent Toyoda Gosei won authorization <br> <br> Comment: listed companies have a little better, anything else the announcement, Hongli, the country star's announcement will appear from time to time in xx obtain patent announcement. The Toyota Synthetic Patent License obtained this time will help Guoxing to work in the international market.
How useful is the patent in use?
A while ago, Mu Linsen invested in the development of crystal (WeChat September 11th, second article), patent is also one of its most valued factors, and then Jinshajiang Venture Capital acquired Philips Lumileds, is also a patented component.
As domestic companies increasingly move to the international market, patents play a more "shield" role. In the past, international giants liked to use patents to limit Taiwanese enterprises. Now, the war has already burned to the domestic market, and the advance layout is definitely a proper move.
3, Jingdian shares in the Malaysian packaging plant Dominant (click to read the details)
Comments: Will crystal power will not be known to Mulinsen to set up a factory in India, but it is true that it has a cooperative relationship with Mulinsen. The 512 million shares held by Dominant are also true.
Malaysia's Dominant is an important supplier in the LED automotive lighting market, and automotive lighting has an alternative to smart lighting as another hot trend (click to view the details of the business). Too many companies are eager to enter, but they are not allowed to get started.
In fact, it is not necessary to stare at the headlights. This is very difficult for domestic LED companies. It is advisable to start with some auxiliary lights such as indicator lights and warning lights to find out the market demand and development rules and slowly infiltrate. .
After all, the big factories in Europe have a long history of car lighting. For us, the threshold is not only technical, but also market. Therefore, Xiaodi advises everyone to start with the secondary agent.
4, LED backlight market demand slowdown (click to read the details)
Comments: Samsung and LG have already started the application of OLED, but Samsung is more in mobile applications, and TV has been won by LG.
OLED is said to have a very obvious advantage. It is stronger than LCD and LED in terms of power consumption, performance, and picture effects. However, due to high cost and high technical threshold, the price is naturally higher. What about the profit? There are profits from buying and selling.
The domestic market for OLEDs has not yet opened, and the current mainstream LED backlight market is affected by the global shipments of large-size TVs and high-end smart phones, and the market demand for LED backlights has also slowed down.
According to the data of the High-Technology Research Institute LED Research Institute (GGII), the global backlight market in 2014 was almost 32.761 billion yuan. In 2015, this figure is expected to be 34.24 billion yuan, a year-on-year increase of 4.5%. In 2016, the global backlight market was only 338. 100 million yuan; China's backlight market capacity increased from 3.21 billion in 2014 to 25.9 billion in 2015.
The backlight market has also entered the mortal world from high gross profit, and price wars are inevitable. I don't name it today, but some companies have to be careful.
5. GE sets up new energy company Current (click to read details)
Comments: Current, Chinese means popular, trend, there are trends, the meaning of current.
Reuters said that Current will become a new company covering the new energy business. The heat of new energy has been going on for a long time, and the establishment of Current also shows GE's determination to develop new energy.
GE was founded more than 100 years ago by Edison Electric Company, which was founded by Edison and merged with an electric company. At present, lighting is no longer a core business of GE. Since the main business will focus on industrial services, it is not a small probability event that the lighting business is stripped and sold.
When Philips and Osram split the lighting and channel business, Xiao Di thought about it. The next estimate is GE and Cree. When this day is really coming, domestic LED companies will set off new enthusiasm for buying. Although it is a fragrant scent that everyone wants to eat, it is not known if it is good or not. If it is not good, it will burn itself.
Comments: I have to say that the news that Taiwan Enterprise Yiguang first adopted the mainland factory chip has caused a lot of interpretation in the industry. In Xiaodi's view, this is a market economy phenomenon.
Yiguang has a rich product line, and it is reasonable to use different suppliers in the middle, high and low end. Moreover, Sanan’s chip price has advantages and quality is not bad, and it can meet the demand of billion light. Reduce the cost, why not the latter?
Maybe this is just the beginning?
Not long after the interval, there was a report from the media that Crystal Power will join forces with Mulinsen to set up a factory in India (click to read the details). From the perspective of the newspaper, Jingdian is like a "little daughter-in-law" who has been wronged and wants to retaliate. According to Xiaodi, Crystal's customers are all over the world, and many downstream customers will specify chips for crystal power. In the middle and high-end applications, domestic export products, crystal power has occupied an absolute advantage. It is still too early to say how much pressure Sanan has given to Jingdian.
Xiaodi also contacted insiders of Jingdian and Mulinsen, and said that there is no plan to jointly set up a factory in India. Jointly set up a factory or a permit/meeting, but it is said that it is a bit exaggerated because Yiguang invested in Sanan.
2, the country star power white LED patent Toyoda Gosei won authorization <br> <br> Comment: listed companies have a little better, anything else the announcement, Hongli, the country star's announcement will appear from time to time in xx obtain patent announcement. The Toyota Synthetic Patent License obtained this time will help Guoxing to work in the international market.
How useful is the patent in use?
A while ago, Mu Linsen invested in the development of crystal (WeChat September 11th, second article), patent is also one of its most valued factors, and then Jinshajiang Venture Capital acquired Philips Lumileds, is also a patented component.
As domestic companies increasingly move to the international market, patents play a more "shield" role. In the past, international giants liked to use patents to limit Taiwanese enterprises. Now, the war has already burned to the domestic market, and the advance layout is definitely a proper move.
3, Jingdian shares in the Malaysian packaging plant Dominant (click to read the details)
Comments: Will crystal power will not be known to Mulinsen to set up a factory in India, but it is true that it has a cooperative relationship with Mulinsen. The 512 million shares held by Dominant are also true.
Malaysia's Dominant is an important supplier in the LED automotive lighting market, and automotive lighting has an alternative to smart lighting as another hot trend (click to view the details of the business). Too many companies are eager to enter, but they are not allowed to get started.
In fact, it is not necessary to stare at the headlights. This is very difficult for domestic LED companies. It is advisable to start with some auxiliary lights such as indicator lights and warning lights to find out the market demand and development rules and slowly infiltrate. .
After all, the big factories in Europe have a long history of car lighting. For us, the threshold is not only technical, but also market. Therefore, Xiaodi advises everyone to start with the secondary agent.
4, LED backlight market demand slowdown (click to read the details)
Comments: Samsung and LG have already started the application of OLED, but Samsung is more in mobile applications, and TV has been won by LG.
OLED is said to have a very obvious advantage. It is stronger than LCD and LED in terms of power consumption, performance, and picture effects. However, due to high cost and high technical threshold, the price is naturally higher. What about the profit? There are profits from buying and selling.
The domestic market for OLEDs has not yet opened, and the current mainstream LED backlight market is affected by the global shipments of large-size TVs and high-end smart phones, and the market demand for LED backlights has also slowed down.
According to the data of the High-Technology Research Institute LED Research Institute (GGII), the global backlight market in 2014 was almost 32.761 billion yuan. In 2015, this figure is expected to be 34.24 billion yuan, a year-on-year increase of 4.5%. In 2016, the global backlight market was only 338. 100 million yuan; China's backlight market capacity increased from 3.21 billion in 2014 to 25.9 billion in 2015.
The backlight market has also entered the mortal world from high gross profit, and price wars are inevitable. I don't name it today, but some companies have to be careful.
5. GE sets up new energy company Current (click to read details)
Comments: Current, Chinese means popular, trend, there are trends, the meaning of current.
Reuters said that Current will become a new company covering the new energy business. The heat of new energy has been going on for a long time, and the establishment of Current also shows GE's determination to develop new energy.
GE was founded more than 100 years ago by Edison Electric Company, which was founded by Edison and merged with an electric company. At present, lighting is no longer a core business of GE. Since the main business will focus on industrial services, it is not a small probability event that the lighting business is stripped and sold.
When Philips and Osram split the lighting and channel business, Xiao Di thought about it. The next estimate is GE and Cree. When this day is really coming, domestic LED companies will set off new enthusiasm for buying. Although it is a fragrant scent that everyone wants to eat, it is not known if it is good or not. If it is not good, it will burn itself.
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