Learn about the hot events in the LED industry in the first half of the year!


Time flies, and 2020 has been "turned over" halfway in a blink of an eye. Too much has happened in the past 6 months, and so has the LED field. The editor has sorted out the important events in the LED field in the first half of the year, now let us review it together!

At the beginning of the first half of the year, all parts of the world were caught in the "crit" of the new crown pneumonia epidemic. Economic activities seemed to have been pressed the "pause button" in an instant, and the LED industry was also greatly affected. With the gradual control of the epidemic and the "restart" of economic activities, the LED industry has also begun to slowly "recover", especially in the past two to three months, major manufacturers in the LED industry have made frequent moves: Apple invested $334 million in "low-key" Taiwan The establishment of the factory, the 16 billion yuan of Sanan Optoelectronics and the addition of the compound semiconductor field, the "integrated" of Jingdian Lunda to attack the Mini/Micro LED market... all demonstrate the ambitions of major manufacturers and the strong confidence in the LED industry, which is also powerful Promoted the progress of LED technology and the development of the industry.

★ The market value of Bull Group exceeds 100 billion, and the heads of the Nguyen Brothers top the list of the richest people in the LED industry

On January 3 this year, the Bull Group received the IPO approval and was listed on the Shanghai Stock Exchange on February 6. As of February 17, the market value of Bull Group has exceeded 100 billion yuan, and it has become the first domestic enterprise in the field of lighting electrical application products with a market value of more than 100 billion yuan.

Bull Group mainly develops, produces and sells civil electrical products with converters and wall switch sockets as the core, including converters, wall switch sockets, LED lighting, digital accessories and other power connection and power extension products.

In 2014, the Bull Group began to enter the LED lighting field relying on its channel and brand advantages, and developed rapidly in the lighting field. In the future, Bull Group will vigorously expand its smart home and Internet of Things business.

With the successful listing of the company and the continued rise in stock prices, the wealth of the Nguyen Brothers, the head of the Bull Group, has also increased significantly. According to the "2020 Shimao Shenzhen-Hong Kong International Center Hurun Global Rich List" released by the Hurun Research Institute on February 26, the Bull Group Ruan Liping and Ruan Xueping brothers have a fortune of 7 billion U.S. dollars, ranking No. 1 in the LED and lighting related industries. One, 1.8 billion US dollars more than the industry's second-ranked Sanan Optoelectronics Lin Xiucheng, Lin Zhiqiang and his son.

★ National Star Optoelectronics invests 1 to 2 billion yuan in projects such as packaging devices

On March 31, National Star Optoelectronics announced that it has reached a preliminary cooperation intention with Chancheng District, Foshan City, and plans to invest RMB 1 to 2 billion (the specific amount is subject to actual approval) to build a production line of packaged devices and application products. And supporting facilities.

National Star Optoelectronics stated that the company's planned investment and construction project in this land is aimed at continuing to expand the company's existing superior packaging devices and application product production capacity, and increase the layout and development of emerging areas such as MiniLED, and enhance the company's core products in the high-end market. Market competitiveness and market share.

★ Huacan plans to raise 1.5 billion yuan to build Mini/Micro LED and GaN power device projects

On April 2, HC Semitek issued an announcement announcing that the total amount of funds raised by the proposed non-public offering of shares will not exceed 1.5 billion yuan. It will invest in the R&D and manufacturing projects of Mini/Micro LED and the R&D and manufacturing projects of GaN-based power electronic devices for in-depth layout. Next-generation display technology further improves the company's compound semiconductor strategic layout.

Among them, the total investment in Mini/Micro LED R&D and manufacturing projects is 1,392,672,200 yuan, of which 1,200,000 yuan is planned to be invested. The project is expected to help the company achieve an average annual profit of 252.82 million yuan, and the overall internal rate of return (after tax) of the project is 17.64%; the R&D and manufacturing project of GaN-based power electronic devices is a medium and low-voltage series silicon-based enhanced p-gate GaN High Electron Mobility Transistor (HEMT), the construction period of the project is three years, and the total planned investment is 316,415,800 yuan, of which 300.00 million yuan will be invested. The project is expected to help the company achieve an average annual profit of 42.47 million yuan.

★ Many experiments have confirmed that ultraviolet rays can quickly and effectively kill the new coronavirus

A message on April 2 this year showed that the research team of Seoul Viosys and Korea University used the Violeds compound semiconductor technology in mass production to test and successfully killed 99.9 in 30 seconds. % Of the new coronavirus.

After this, more news confirmed this discovery. German UV technology developer Dr. Hönle carried out relevant research at the Institute of Virology at Frankfurt University School of Medicine. The results show that its UV unit can kill the coronavirus within a few seconds, with a sterilization rate of 99.99%. Researchers used different UV technologies during the test, and the research proved that this result is applicable whether it is a UVC gas discharge lamp or a UV LED. Japan’s Miyazaki University has cooperated with Nikkiso to study the sterilization effect of UVC LEDs. Researchers used Nikkiso’s UVC LEDs to irradiate liquid containing the new coronavirus for 30 seconds. Three days later, they found that the infectivity of the new coronavirus was reduced by more than 99.9%. .

In addition, the latest research has also arrived at the dose required to inactivate the new coronavirus. Signify conducted a joint study with the National Laboratory of Emerging Infectious Diseases (NEIDL) at Boston University. The research team used a radiation dose of 5mJ/cm² for 6 seconds to successfully inactivate 99% of the new coronavirus. Based on this data, if a radiation dose of 22mJ/cm² is used for 25 seconds, 99.9999% of the new coronavirus can be inactivated.

★ Ledman Optoelectronics raised 380 million yuan to build a COB ultra-fine-pitch LED display panel project

On April 23, Lehman Optoelectronics announced that it intends to raise 380 million yuan in non-public A shares to invest in COB ultra-fine-pitch LED display panel projects and supplement liquidity.

Lehman Optoelectronics intends to increase the proportion of production and sales of high-end high-margin products in the company's product structure through this fundraising, and further optimize the product structure. The main body of the project is Huizhou Lehman Optoelectronics Technology Co., Ltd., a wholly-owned subsidiary of Lehman Optoelectronics, and the construction site of the project is in Lehman Optoelectronics Industrial Park, Dongjiang Science and Technology Park, Huizhou City.

★ Mulinsen established a deep ultraviolet project company with 666 million yuan to focus on the ultraviolet sterilization industry

In early April, Mulinsen issued an announcement announcing the signing of the "Deep Ultraviolet Semiconductor Intelligent Sterilization Project Cooperation Agreement" with Supreme Semiconductor and Shenzhen Supreme. All parties will carry out a full range of strategic cooperation, production and promotion in the field of deep ultraviolet semiconductor sterilization and disinfection industry. Deep ultraviolet intelligent sterilization products. On April 30, Mulinsen issued an announcement stating that the company intends to invest RMB 666 million with self-raised funds to establish a wholly-owned project company.

Mu Linsen said that the project company will focus on the deep ultraviolet industry to expand, product formation includes full-spectrum ultraviolet engine, robot platform cooperation, bacterial flora sterilization database, real-time online monitoring of sterilization, self-learning machine intelligent sterilization platform, and use Cloud big data provides all-intelligent terminals for sterilization and disinfection. It has a safer sterilization mode such as complete separation of humans and machines, automatic detection of living organisms, environmental protection and no residues, and is widely used in hospitals, schools, airports, stations, carriages and various daily life Work and rest place. The company will have advanced in-depth detection technologies such as bacteria detection, ultraviolet detection, detection technology research and development, on-site detection, detection before and after disinfection, and data analysis.

★ Apple invested to build a factory in Taiwan to focus on Mini/Micro LED technology

In May of this year, it was reported that Apple is expanding investment in Taiwan, investing US$334 million to build a new plant in Zhukelongtan Park, and cooperating with Taiwan’s Jingdian and AUO to jointly develop new display technologies such as Micro LED and MiniLED to apply For related products such as iPhone.

In addition, according to the latest news, a 12.9-inch iPad Pro equipped with a MiniLED display has entered the trial production stage, and a 14-inch MacBook Pro is expected to be released next year, and it is estimated that it will also be equipped with a MiniLED display.

★ Ruifeng Optoelectronics and Jucan Optoelectronics invested 1 billion each to increase the Mini/Micro LED project

In mid-May, Ruifeng Optoelectronics announced its intention to invest in full-color surface mount LED (full-color LED) packaging expansion project, MiniLED backlight packaging production project, Micro LED technology research and development center project and other related investments in Yiwu, Zhejiang, to expand production capacity. Enhance profitability.

The total investment of the project is 1 billion yuan, the fixed assets investment is 600 million yuan, and the construction period is 12 months. Among them, the full-color LED packaging expansion project has reached an annual production scale of 10,105 million full-color LED packaging products, and the MiniLED backlight packaging production project has all reached an annual production scale of 6.63 million Mini LED backlight packaging products.

In the same month, Jucan Optoelectronics also issued an announcement, announcing that it intends to raise 1 billion yuan of non-public shares to invest in high-efficiency LED chip expansion and upgrading projects and supplement liquidity, and to develop Mini/Micro LEDs, automotive flip chips, and high-power High-end areas such as LED. The non-public issuance of stocks intends to raise 700 million yuan to invest in the expansion and upgrade project of high luminous efficiency LED chips, and 300 million yuan to supplement working capital.

★ The nearly 130-year-old GE lighting business is sold!

On May 27th, GE (General Electric) announced the sale of its nearly 130-year-old lighting business (home lighting) to the American smart home system developer Savant Systems. Savant Systems was founded in 2005 and is located in Massachusetts (Massachusetts), dedicated to the development of smart home control and automation.

The sale of the lighting business marks GE's further transformation into a more focused industrial company. GE Lighting's headquarters will still be located in Cleveland, Ohio, USA, and its product portfolio covers home lighting and innovative smart home solutions. After the transaction is completed, more than 700 employees of GE Lighting will join Savant Systems. GE Lighting will continue to use the GE brand.

On July 1, Savant Systems, Inc. announced that it has completed the acquisition of GE's lighting business. The new company name is GE Lighting, a Savant company.

★ Sanan and TCL Huaxing set up a joint laboratory to focus on Micro LED

On June 7, Sanan Optoelectronics announced that its subsidiary Sanan Semiconductor and TCL Huaxing have signed the "Joint Development Agreement" and the "Shareholder Agreement". The two parties will establish a joint laboratory to work together on LED technology and display panel technology. The research and development of materials, devices, and processes, especially the end-to-end technology research and development of market-competitive Micro LED display devices and the realization of large-scale mass production processes, and the formation of their own materials, processes, equipment, and production line programs. Independent intellectual property rights.

The research and development capital of the joint laboratory is 300 million yuan, with TCL Huaxing and Sanan Semiconductor investing 55% and 45% respectively.

★ Sanan Optoelectronics will add 16 billion yuan to the field of compound semiconductors

On June 16, Sanan Optoelectronics issued an announcement announcing the signing of the "Project Investment and Construction Contract" with the Changsha High-tech Industrial Development Zone Management Committee, and decided to establish a subsidiary in the Changsha High-tech Industrial Development Zone Management Committee Park, with an investment of 16 billion yuan in construction including But it is not limited to the R&D and industrialization projects of third-generation semiconductors such as silicon carbide and other compounds, including crystal growth-substrate production-epitaxial growth-chip preparation-packaging industry chain.

The main body of the project is the proposed Changsha holding subsidiary, which will develop, produce and sell 6-inch SiC conductive substrate, 4-inch semi-insulating substrate, SiC diode epitaxy, SiC MOSFET epitaxy, SiC diode epitaxy chip, SiC MOSFET chip, carbonization Silicon device packaged diode, silicon carbide device packaged MOSFET.

★ Epistar Longda "combined" to attack the Mini/Micro LED market

On June 17, Jingdian and Longda both announced the temporary suspension of trading. The next day, the two companies held a press conference to announce that they would jointly establish a holding company through share swaps. The share swap ratio was 0.5 shares of the original Jingdian for 0.5 shares, and 0.275 shares of the original Longda for the new company. The company is expected to exchange shares on October 20 this year. After the new company went public, Jingdian and Longda were delisted and became subsidiaries of the new company.

In the future, Jingdian and Longda will continue to operate independently, and the employees and customers of the two companies will not be affected. The two parties will integrate resources. Epistar will focus on the upstream and midstream of LEDs, while Longda will focus on the downstream, accelerating the market development of Micro LED and Mini LED through the division of labor.