Comments of the week | Dehao Runda plans to buy 300 million shares of the company, leveraging the flip chip technology "curve overtaking"?

Will Philips Lighting cut R&D staff and focus on smart lighting and the Internet of Things? Dehao Runda, your 300 million purchase of the company's equity, in the LED flip chip technology to achieve corner overtaking? Electrolytic capacitor manufacturers initiated the "first rise" in 2018, will the power industry reshuffle accelerate? LED smart factory technology won the second prize of national science and technology, plant lighting is hot? ... we will explain for you one by one!

Philips Lighting will cut the number of R&D departments

According to foreign media reports, Philips Lighting said on Wednesday that it will lay off 118 people from 350 employees in the research and development department of Eindhoven, the Netherlands. This dismissal plan is part of the R&D department's plan to increase efficiency and focus on concentration. Telegraaf reports that the company hopes to gradually focus on smart lighting and IoT applications.

Comments: When the Internet of Things and sensor technology matured, intelligent lighting became the next market segment for many enterprise layouts. Previously, Philips Lighting has done a lot of work in smart connected lighting, and through cooperation with China Mobile, Jingdong, Baidu, China Telecom and other companies, looking for a new way out for LED lighting extension applications.

However, the key to product transformation lies in technology research and development, and the focus of research and development is on talent. Philips Lighting achieves the fundamental purpose of transformation from the source by reducing R&D personnel with a small focus.

Dehao Runda plans to buy 300 million shares of subsidiaries

Dehao Runda announced on January 11 that it intends to acquire a 13.7% stake in 蚌埠三颐 Semiconductor held by 蚌埠华辰 in cash, and the price of the equity acquisition is RMB 30,000.

Comments:蚌埠三颐 Semiconductor is the main body of the implementation of the Dehao Runda LED flip chip project. By purchasing a 13.7% stake, it will further enhance the control of 蚌埠三颐 semiconductor, which is more conducive to the business development of the LED flip chip project.

At present, the competition in the market for mounted chips has fallen into the "Red Sea." In the positive-loading chip market, the technology and capacity advantages of chip manufacturers such as Sanan and Huacan have been formed. Previously, Dehao Runda used the raised funds of 1,476,824,884.53 yuan to increase the capital of Sanken Semiconductor, plus the LED flip chip project. Dehao Runda will invest heavily in LED flip chip technology, hoping to leverage the new technology to achieve cornering overtaking.

Electrolytic capacitor manufacturers launched the "first rise" in 2018

On January 10, Nichicon Electronic Trading (Shanghai) Co., Ltd. (hereinafter referred to as "Nijikang") announced the price increase announcement for aluminum electrolytic capacitors. According to the announcement, global demand for electronic components has resumed since 2017. As raw material suppliers, including aluminum, have announced price increases, Nikicon has been unable to digest all price increases despite many measures.

Comments: At the end of 2017, environmental storms and demand-side growth across the country have led to a serious shortage of raw materials and insufficient production capacity at the manufacturing end.

In 2018, resistors and capacitors have been increasing in price, which has brought a lot of cost pressure to power companies. However, in view of the current competitive situation in the power industry, the possibility of price increases for power products is not large. The large price increase of raw materials has further reduced the gross profit of power companies, which is not good news. In the case of low gross profit, the price increase of PCBs, resistors, capacitors and other electronic components will also accelerate the reshuffle of the power industry.

LED Intelligent Plant Factory Technology Awards

On the morning of January 8, the National Science and Technology Awards Conference was held in Beijing. Among them, Yang Qichang, Wei Lingling and other teams completed the project - "high-efficiency low-energy LED intelligent plant factory key technology and system integration" won the second prize of the National Science and Technology Progress Award.

Comments: The National Science and Technology Award, as the highest award in the Chinese scientific and technological community, has always been the dream of technology companies and individuals. The award of LED Intelligent Plant Factory technology reflects the current fiery heat of the plant factory and plant lighting market; it also reflects its technical difficulties.

The plant factory is a combination of agricultural science and LED and other technologies. The lighting industry needs to be properly positioned in this system. In this system, the lighting person should overcome the common problem of “heavy LED, light creature”, and cooperate with other professionals to create a favorable light environment for plant growth from the perspective of light and light source, starting from the comprehensive needs of plant growth.


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