The Changfang Group intends to transfer part of its equity, and where does its LED main business and education industry go? India intends to raise the import tariffs on some LED products. Is it hurting itself? Acquisition of Baxter, Osram's high-tech transformation is further? Apple applied for 34 Micro-LED patents in Korea to get rid of Samsung's dependence on Samsung? ... we will explain for you one by one!
Changfang intends to transfer part of the equity, the actual controller may change
The Changfang Group announced on March 21 that the company's controlling shareholder, real controllers Deng Zichang, Deng Ziquan, Deng Zihua and Deng Zixian decided to introduce partners that are in line with the company's development strategy, and proposed to sell no more than 30% of the shares to the new strategic partners. If the negotiation is successful, the controlling shareholder and actual controller of the company may change.
Comments: Previously, due to fierce competition in the LED packaging industry, 2016 Senior Group announced that the LED industry will cross the border into the education industry. However, after planning a series of restructuring of the education industry, the results are not satisfactory. In the 2017 annual report, the Changfang Group has been hiding from the transformation of the education industry.
In fact, through the purchase of Kang Mingsheng, force off-network lighting; and then to a new round of personnel adjustment, Li Dichu as general manager, presided over the company's daily affairs. It can be seen that the Changfang Group has begun to refocus on the LED main business, and its 2017 has also begun to turn losses into profit. It can be seen that the LED industry of the Changfang Group is slowly recovering.
At this time, the controlling shareholder and real controller of the Changfang Group decided to sell most of the shares to the new strategic partners. The valuation is far beyond the market value of the Changfang Group, which is a gamble for the takers. The change of the real controller will not know how to change the strategy of the Changfang Group. How will the LED industry and the education industry develop, and everything is still unknown.
India will raise import tariffs on some LED products
According to the news, the Indian government will substantially increase import tariffs, and some of the LCD/LED/OLED panels and TV components will increase the tax rate from 7.5%-10% to 15%.
Comments: India's heavy dependence on Chinese products, coupled with a huge trade deficit with China, India wants to increase tariffs on imported goods, promote manufacturing in India, protect domestic companies, and force some manufacturers to set up factories in India. Reduce tariff costs.
In addition, with the stimulation of the relevant policies of the Indian government, India's domestic LED lighting market space continues to increase. However, most of India's LED chips and LED packaging products rely on imports, and even many finished products are assembled in China after importing semi-finished products.
Therefore, the Indian government has raised the import tax rate of some LCD/LED/OLED panels, which will constrain the supply of related products in the domestic market in the short term. The tilt of supply and demand may cause huge fluctuations in product prices. At the same time, some domestic manufacturing companies will also There is a certain blow, and import tariffs are raised, which may lead to further shortage of corresponding raw materials.
Acquisition of Baxter, Osram's high-tech transformation takes another step
Recently, Osram acquired BAG Electronics, a subsidiary of Trilux Group, to strengthen its leading position in the field of electronic components. At the same time, the two parties reached an agreement and signed a strategic five-year supply contract with minimum sales regulations. The contract stipulates that Osram will supply Trilux with the components used in the luminaire.
Comments: Osram has been in the process of transforming high technology for a long time. After the sale of Universal Lighting Roundmans, OSRAM is step by step on the high-tech road. Moreover, on the road to transformation and constantly looking for quality resources.
The acquisition of Baxter is another step in the implementation of Osram's transformation of high-tech companies. The acquisition of Baxter Electronics Co., Ltd. has expanded the product portfolio of OSRAM Digital Lighting Systems (Digital Systems) to better provide innovative lighting solutions to the market.
Apple applied for 34 Micro-LED patents in Korea
According to the Korean government, in the past ten years, Apple has applied for 11 patents related to MicroLED, and LuxVue has applied for 23 patents. This means that Apple has a total of 34 MicroLED patents.
Comments: With the current fiery degree of MicroLED, for Apple, which is eager to get rid of the excessive dependence on Samsung OLED screen, this is undoubtedly not a good technical way out.
Some patents applied by Apple are not necessarily used in a certain product or technology. Apple's purpose is to pre-position competitors and contain them in the future, and to occupy a dominant position in future technological competition.
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