"See the micro-knowledge of" is also a remarkable insight, this article involves five industry news, can let us peek into one aspect of the development trend. China's LED enterprises, in order to copy a rapid development of shortcuts, in recent years, more than overseas acquisitions, but not every day from the people willing, defeated "national security", Chinese enterprises to acquire Philips subsidiary Lumileds is an example, the acquisition I think strong is also called the "re-take another example"; to create a smart city, now seems quite a bit "thunder and rain", we all know that this is the direction, but the total can not be anxious, the international giants Philips Lighting to point out that the current 300 million sets of lights in the world, only 2% of the intelligent interconnection, it seems a huge space, "money way" unlimited; attack in the mainland manufacturers under the Taiwanese manufacturers have already breathe again and again, how to break out Out of a broad road? They act to express an idea: into the four-dollar LED is relatively odds; although the rapid development of domestic LED industry, the patent issue has been a Hom, in addition to buy buy, compensation, cross-authorization may well be an expedient measure, But it is not a long-term plan ... ...
US agencies said the national security involved in the acquisition to stop the love of thinking strong
Aisi Jiang announced in the evening of November 19, responsible for foreign investment review of the United States Foreign Investment Committee told Aisi Jiang and the proposed acquisition of China Fujian Hongcun Fund, the acquisition of security concerns still exist, requiring AIXTRON to abandon the transaction. German media reported that the US side to stop the acquisition of love thinking strong, because Ai Sijiang is the largest US rival Veeco. Has caused a huge controversy in the acquisition of German semiconductor equipment manufacturer Ai Siqiang (Aixtron), recently fermented again. Following the intelligence agencies to pressure Germany, the United States again shot, the United States Foreign Investment Committee (CFIUS) said the acquisition involves the United States security, requiring AIXTRON to give up the transaction, also suggested that US President Barack Obama do not turn on the acquisition case. Up to now, Ai Siqiang and Fujian macro core fund to the United States authorities to give up the proposal to refuse, and expressed the hope to find a solution to complete the acquisition. Aisiqiang said it would continue with the Fujian macro core fund in the negotiations to find ways to dispel the security concerns of the United States. bsm25gd120d2
The Chinese bid to buy German semiconductor equipment maker Ai Siqiang (Aixtron), but the United States has repeatedly obstructed. US Foreign Investment Committee will decide the right to President Obama, while Obama does not recommend the approval of the investment. The outgoing president has 15 days to make a decision. At the end of July this year, Fujian macro core fund to Aisi Jiang issued a huge acquisition of 676 million euros offer. The offer is supported by AIXTRON's management. In early September, the German Ministry of Economic Affairs approved the acquisition. As agreed in the acquisition agreement, the principal executives of AIXTRON are continuing their existing staff, and the Fujian Hongxin Fund continues to support the development of new technologies and products. All technologies and related intellectual property rights are still owned by AIXTRON. Will receive four of the six board seats. In late October of this year, the German Ministry of Economic Affairs has withdrawn the approval of the acquisition of Aisi Jiang said that the acquisition will re-examine the case, which is behind Washington's acquisition of Western concerns about the security interests of the West. The German Ministry of Economic Affairs admitted that the intelligence agencies involved in the United States, said Ai Siqiang products can also have military use, the only acquisition of this case lit red.
The world has 300 million sets of street lights, only 2% of intelligent interconnection
At the Smart City Expo in Barcelona on November 15th, Philips Lighting, an international manufacturer, has created an interactive virtual reality experience that portrays the Smart Connected Urban Road, Interactive Public Space, Sustainable Urban Agriculture and More in the Smart Cities of 2030 Personalized lifestyle four scenes. The same day, Philips Lighting also announced that Jakarta will upgrade the city's road lighting system, the 90,000 sets of traditional street lamps to upgrade to energy-saving LED lights, and connected to the Philips intelligent Internet lighting management system. The project is scheduled to be completed in seven months, during the implementation of the day will be about 430 lighting points access to the system, so far the world's fastest deployment of energy-saving lamps and remote management access project. According to reports, the current 300 million sets of lights in the world, only 2% of the intelligent interconnection. Jakarta's visionary Smart Cities Program sets a positive example for other Southeast Asian cities. 135d117x0075k2
In addition, Philips Lighting, also announced the day of Madrid, the latest intelligent lighting project, the Madrid landmark Tower Tower of Europe Tower (TorreEuropa) transformed into a high security, high-connected, future-oriented intelligent office building. Philips Lighting and building large shareholder GrupoInfinorsa cooperation, the building installed 5400 sets of intelligent Internet lighting, located in the 32 layer of the 14-storey building, covering 19,600 square meters of office space. The new intelligent interconnect lighting system uses Ethernet power supply, the lighting access to the building's IT network. Through the system acquisition, storage, sharing and sending lamps built-in sensors to capture the anonymous data. It is said that by 2020, 70% of new commercial buildings will be installed intelligent interconnection lighting system. With data analysis capabilities of the intelligent interconnection lighting system is also gradually emerging.
LED chip factory to transform the road, Taiwan enterprises focus on four yuan LED
November 21 news that there are indications, LED chip factory into the road of transformation, four-dollar LED revenue climbed an all-time high, not only the proportion of diluted blue LED, but also has international visibility, help manufacturers to raise prices Protection capacity. According to statistics, in which the crystal power has been lifted to 25 ~ 30% quarter, if the quarter to maintain high visibility Quaternary LED, do not rule out continued to move up. Light 鋐 50% to four yuan; China is all turned into four yuan LED. Taiwan LED plant analysis pointed out that Japan and South Korea in the field of four yuan LED almost no manufacturer, the mainland has a small amount of three-photoelectric machine, but the four-LED industry does not take the characteristics of large, standardized specifications, plus phosphorus, arsenic, etc. Chemical substances involved in environmental issues, the mainland will tend to strictly audit, the logic will not be state-backed projects, so Taiwan manufacturers into four yuan LED is relatively more chance of winning.
Industry sources, when the terminal needs of mobile phones with iris identification, night vision, Internet of things and no one automatically when driving, the four LED in the price, light angle are better than laser light; the long term, MicroLED although still Development stage, but the future is also driving the red LED one of the kinetic energy. Quaternary LED crystal power is the main source of profit, the proportion of products should help to stabilize the overall rise of crystal power ASP. Light LED statistics, the current blue LED accounts for about 10%, and did not enter the backlight field, accounting for 50% of the four LED, and the remaining 40% of green, purple and other products, the next 2 to 3 years wavelength 400nm below UVLED is the focus project. China, all turned into four yuan LED. 18 MOCVD current rate of about 40 to 50%, but to create four yuan LED-based, four yuan high-brightness LED, accounting for 31.4% revenue share, ultra-high brightness four yuan revenue share of 68.2%, while the IRLED Accounting for about 0.4%.
Make up for lack of innovation, LED cross-licensing trend
Recently, LED maker Celeron issued a lawsuit filed within one week against the patent infringement. Career this time sued the California LED manufacturer MaxBrite, to the federal court patent and trademark litigation. LED patent litigation behind, is undoubtedly the LED industry interests of the game. With the development of LED lighting into the golden period, the global LED large enterprises are stepping up the use of this weapon to master the patent market dominance, patent warfare will also show a normal trend. With the constant globalization of China's LED business expansion, more and more prominent patent issues. Historically, the core patents on the LED midstream are mainly concentrated in the hands of international giants such as Philips, Osram, Nichia, Toyota, and Career, and have been using intellectual property as a weapon to exclude competitors from the market through the tightly- In order to obtain monopoly profits, this mutually beneficial patent cross-style has become a common method of many industry giants.
In 2015 July, Japan's Toyota synthesis has white LED patent license to China's two LED packaging manufacturers, poly fly photoelectric and easy US core light, reached a supply chain strategic cooperation. Access to patented Toyota synthesis means that access to the global white LED patent network, thus opening up the international market growth space for their downstream customers with a white LED patent protection. In addition, the Dongbei Optoelectronics Obtained Osram White LED patent license; Sui crystal photoelectric, easy to US-core, poly photoelectric, Ruifeng photoelectric, off Pro and Xin appliances, Lingtao optoelectronics and other mainland enterprises to obtain Toyota white LED patent license; And the signing of the global cross-chip LED chip patent cross-licensing agreement. Can be seen that many domestic enterprises have recognized the importance of patents, patent giants with the international cross-licensing to form an "umbrella." With patent protection, can promote enterprise innovation and promote LED lighting market to grow further, so that enterprises better serve the rapidly changing lighting customers.
Supplier expansion, iPhone is expected to earlier OLED screen transition
According to reports, last year, Apple has begun to rumors for the entire iPhone product line from the LCD to OLED screen migration to prepare. The news that, considering its huge shipments demand, OLED display to have sufficient capacity, at least until 2018 or even after 2019, otherwise it is difficult to supply to all models. The next generation of early iPhone OLED display panel by the Samsung Display and LG Display basic shared supply. The two companies OLED panel materials are provided by the United States Universal Display (Universal Display), the company had a large-scale iPhone next year, the Samsung OLED screen to do a confirmation.
Allegedly, Apple and Samsung signed OLED display panel supply agreement lasted three years. Samsung is a large display customers, indicating that Universal Display's technology to the OLED iPhone, and Apple has made a long-term investment. According to Universal Display Corporation, JapanDisplay is negotiating financing, the goal is to create a shift from LCD to OLED production line. The company said that OLED technology will not only in the field of smart phones as large, will also spread to the Tablet PC, TV and a variety of lighting applications. Therefore, the relevant reports that OLED major suppliers in the radical complement under the iPhone will be possible to complete earlier from the LCD to OLED display screen transition.
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