Focus on 2014 LED industry events

2014 will end, too many big dipper and people do not split the storm happened in this year LED industry. Li Jiacheng investment LED lighting fire, crystal electric canyuan "marriage", Wang Donglei and Wu Changjiang break up, GTAT went bankrupt, the blue LED was awarded the Nobel prize for physics, the separation of the PHILPS, Samsung from the global LED lighting market, giant bright photoelectric boss run away......

LED is not easy to do, and line and cherish. Small series on the order of time, to sort out this year, the major events in the LED industry.

Cross border investment: Li Jiacheng, Lei Jun have optimistic about LED lighting

March 16, 2014, Li Jiacheng phase of a Nanoleaf nano LED bulbs. This LED lamp energy saving effect is obvious, only 12W can provide 1600 lumens brightness, equivalent to 100W traditional incandescent lamp, known as the history of the province's strongest electric light". After the news, the Hong Kong stock market more than LED lighting stocks soared. November 21st, Nanoleaf bulbs officially on sale in Hongkong.

Coincidentally, millet also played the idea of lighting. As early as January 2014, the network will be widely distributed millet smart home, and even independent development of intelligent lighting products. Until October, millet released four smart new products, including smart bulb Yeelight. This lamp is manufactured by Qingdao Yeelink company, can be achieved by Wifi remote control, with 16 million colors, according to the scene to transform the color and brightness.

Investment projects have been used in the way is really good, you can quickly cut into the ring. One is never lost investment Daren, one is the man who became the boss of the domestic mobile phone in just 4 years time. Although LED cross industry enterprises to join Li Jiacheng and innumerable, but Lei Jun undoubtedly LED circle to inject more stimulants, but too much is not afraid of what a good little fish, small shrimp can be careful.

The knot: the convertible, can the overall crystal Electric subsidiary company

In June 30th, EPISTAR and canyuan photoelectric board meeting, the decision will be 3.448 shares 1 shares issued canyuan crystal electric, canyuan to become a wholly owned subsidiary of crystal electric. This news came out, the industry sensation. This case is directed at foreign win-win, crystal electricity canyuan compensate for the current capacity gaps, while leveraging canyuan crystal electric turnaround.

Not only the crystal power, canyuan has become the focus of the market, Sanan optoelectronics also attracts much attention. Because before this, Sanan optoelectronics Zhangdi canyuan shares and 19.77% of the shares to become the largest shareholder of canyuan. Some industry analysts believe that three canyuan was put out a crystal electric move is undoubtedly a blow to the pursuer. Of course, there are also brokers that move to three favorable, if the transfer to three crystal electric shares, after Taiwan's policy to open up the company may become the first major shareholders holdings.

Today, canyuan has been incorporated into the crystal electric flag, canyuan shares held by all the Sanan into 3.1% crystal electric stock. Three and the electric "enemies" therefore have common interests. What kind of cooperation they will take in the future is worth looking forward to.

"Brother": Wang Donglei Wu Changjiang decorum.

The evening of August 8th, NVC announcement awakened LED, recall Wu Changjiang CEO duties, Wang Donglei was appointed as the new CEO. Subsequently, a series of farce staged turns staged. Wang Donglei and Wu Changjiang clashes broke out, Wu and Wang taking the war of words, shutdown the relocation of the headquarters of the three deadly sins, Wu Beibao suspected criminal...... The final success of Wang Donglei took NVC CEO, and Wu Changjiang confirmed on December 16th was detained, alleged embezzlement case.

It seems suddenly, in fact, there are traces to follow. In early July 14th, NVC suddenly issued a notice, Wu Department of NVC's cronies completely withdraw from the 11 board of directors of the Affiliated Companies, and Wu Changjiang himself only served as executive director of nvc. At that time, the outside world is a lot of speculation has been a normal handover hit back. But now want to come, this is perhaps the mobilization of personnel for the subsequent removal of foreshadowing.

Although NVC has been quiet, but the storm caused huge losses, factory production in March, I need more time to make up for.

Complement: CREE injection of Ronda, 13% stake

In August 27th, Taiwan announced the acquisition of U.S. companies CREE factory lextar inject $83 million, will hold 13% stake in luanda. Through the capital injection, authorized patents Lunda will get LED chip and CREE device, and the CREE will get lextar to provide long-term low power blue LED chip. In October 14th, Lunda held the temporary shareholders' meeting, through the case of CREE shares. At that time, the stock price fell by CREE but Luanda, is still a premium of 7.52% behind the determination that the cooperation between the two sides of the Ronda.

LEDinside, chief analyst at stores, said the LED industry, the price competition is quite intense, the cost of LED plants in Europe and the United States compared to the Asian LED plant, it is difficult to obtain a competitive advantage, and therefore have to seek cooperation in the LED generation plant. The CREE invested $83 million investment in Ronda is a good example.

Chain effect: Apple's new machine abandoned sapphire, GTAT bankruptcy protection

September 10th, Apple Corp officially released in the United States iPhone6, iPhone6 plus and Apple Watch. Then make fruit powder surprise, had the highest voice of sapphire screen does not appear in the iPhone new machine, but only Apple Watch sapphire protective screen. After the conference, apple sapphire supplier GTAT fell 13%. Since then, the various assumptions about Apple abandoned sapphire constantly, mostly unfavorable to GTAT.

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