Huacan Optoelectronics acquired the new semiconductor company, the industry position is further stable? Mu Linsen's 2017 annual revenue exceeds 8 billion. Can 20 billion breakthroughs be achieved in 2018? Apple was sued by a domestic material supplier, and the sapphire glass road has added new bumps? Dehao Runda changed the acquisition target, can it get out of the current dilemma? We will explain for you one by one!
Huacan Optoelectronics acquired Meixin Semiconductor
On the evening of January 24, the official website of the China Securities Regulatory Commission disclosed that Huacan Optoelectronics (300323) acquired Harmony Optoelectronics, which indirectly held the MEMSIC transaction.
Comments: Huacan Optoelectronics is preparing for the acquisition of Meixin Semiconductor for more than a year, and has also announced the suspension. Nowadays, if you wish to "catch the beauty," it is a popular expectation.
As the second largest industrial giant in the domestic LED chip industry, Huacan Optoelectronics has developed rapidly in recent years. A few days ago, Huacan expects 2017 net profit to increase by 70%-100% year-on-year, and the performance is very strong. However, although the LED industry is still growing steadily, the demand for chips is steadily increasing. However, with the release of the capacity of several major chip manufacturers, the future LED chips do not rule out the possibility of significant price cuts.
After the successful acquisition of Meixin Semiconductor, Huacan Optoelectronics will cut into the field of MEMS sensors; at the same time, it will also realize the diversified and extended layout of enterprises. In recent years, the production cost of LED chip products has been declining. Huacan Optoelectronics' quality control experience in the field of LED chips is conducive to optimizing the production and operation of Meixin Semiconductor.
Mulinsen's 2017 annual revenue exceeds 8 billion
On January 24, Mulinsen (002745) released the 2017 annual performance report. The report shows that Mulinsen achieved a total operating income of 8.2 billion yuan in 2017, an increase of 48.54% over the same period of last year; the net profit attributable to listed companies was 650 million yuan, compared with the previous year. The growth rate was 37.57% over the same period.
Comments: As the first 2017 annual performance report of the LED industry, Mulinsen's performance is enough to surprise. However, this transcript is expected, as a packaging giant with a monthly consumption of 64 billion chips, has already ranked the leader in the domestic packaging industry in terms of scale.
Not only that, through cooperation with upstream chip companies, as well as holding development of crystal, acquisition of Landwells, etc., Mulinsen not only achieves the entire industrial chain layout, but also improves the construction and consolidation of overseas channels. With the continued expansion of production and the release of capacity, Mulinsen is expected to achieve a breakthrough of 10 billion in 2018.
Apple was sued by a domestic material supplier
According to AppleInsider Beijing time on January 23, local time Monday, Apple was sued by Hebei Hengbo New Materials Technology Co., Ltd. (hereinafter referred to as "Hebei Hengbo") for breach of contract.
Comments: It is understood that Hebei Hengbo requested to cancel the current contract with Apple, seeking Apple to compensate for the economic losses caused by breach of contract terms. If the court does not support its claim, Hebei Hengbo requires Apple to execute the original contract.
The lawsuit highlights the rough pace of Apple's use of sapphire glass in its mobile products. As early as 2013, Apple and sapphire glass manufacturer GT Advanced Technologies reached a $758 million agreement to build a large sapphire glass manufacturing plant in Arizona, but the failure of the plan was announced due to the bankruptcy of GT Advanced Technologies.
This time, Apple was sued by domestic sapphire material suppliers, marking the new bumps in Apple's sapphire glass road.
Dehao Runda changes the acquisition target
Dehao Runda announced on January 25 that after further research and demonstration, the company believes that the LED lighting manufacturing business is more in line with the overall layout of the company's future industrial development, so it decided to start the merger of a certain LED lighting manufacturing assets and terminate the planning. Mergers and acquisitions of LED lighting distribution companies major equity acquisitions.
Comments: Since the fixed increase of 2 billion yuan last year, Dehao Runda has accelerated its LED business layout. However, since the cross-border LED industry in 2009, after the diversified layout of “LED+ small appliancesâ€, the performance has not been satisfactory.
In the first three quarters of 2017, Dehao Runda lost a total of 99.96 million yuan, and estimated net profit for the year was 100 million yuan to 150 million yuan, down 415.26% to 572.89%. The weak performance also caused the stock market in the secondary market to suffer setbacks.
With the gradual stabilization of the LED industry, the situation is increasingly clear, and the overall performance of Dehao Runda in the LED industry chain is gradually dimmed. From the 1.5 billion yuan plus code LED flip chip project, 500 million yuan into the LED chip-level packaging project, to the purchase of 13.7% stake in Sanken Semiconductor, and the launch of the acquisition of a certain LED lighting manufacturing assets, fully reflects the Dehao Runda is expanding its LED industry and eagerly seeking competitiveness.
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