Is it wise for Philips to reduce its 12% stake in Philips Lighting? Chenfeng Technology has landed in the capital market and won a major development boost. Delta's layout of smart lighting paves the way for IoT and smart cities? BOE vigorously expand production, do you have any chance to grab Apple OLED orders? ... we will explain for you one by one!

Philips further reduced its 12% stake in Philips Lighting

On November 29th, Philips said it had sold 12% of its shares in Philips Lighting and cashed in 547 million euros. Philips sold approximately 17.1 million shares of Philips Lighting to institutional investors through an accelerated bookbuild offering at a price of 32 euros per share.

Comment: Although, this move is part of Philips' previously announced plans to sell all of Philips Lighting's shares in the next few years. However, Philips' lighting business continued to grow in profitability. Although cautious about global economic uncertainty, the company is still confident that comparable sales will grow in 2017. Under this circumstance, Philips will not understand the sale of Philips Lighting's equity.

However, in recent years, due to the rapid rise of Chinese manufacturers and the fierce competition in the international lighting market, lighting giants including Philips, Osram, GE, etc. have been constantly adjusting the lighting business. At present, the concentration of China's LED industry is getting higher and higher, and the impact of Chinese companies on overseas markets is growing. As China's lighting companies “sail to sail”, Philips Lighting faces increasing competition risks in the future.

At this stage, Philips Lighting's profitability is in good condition and the transaction value is high. Philips chooses to sell its equity at this time to maximize the transaction value. If the profitability declines in the future, the transaction value will be greatly reduced.

Guangdong Ganhua's sale of Deli Optoelectronics is somewhat embarrassing, and the sale price has been lowered despite repeated downward adjustments. At this stage, Philips' focus is on medical equipment and other health care products, and it seems reasonable to sell the lighting business while still in good condition.

The capital market will add another tiger! Chenfeng Technology is listed

On November 27, with the sound of a bell, Zhejiang Chenfeng Technology Co., Ltd. was officially listed on the main board of the Shanghai Stock Exchange. The stock is referred to as Chenfeng Technology, stock code 603685. The company issued a total of 25 million shares, the issue price is 21.04 yuan, and the total share capital after the issuance is 100 million shares.

Comments: Chenfeng Technology's main products are LED bulb series, lamp holder series, lamp holder series and lighting accessories series, which are widely used in LED lighting and traditional lighting. Listing has brought several advantages to Chenfeng Technology: 1. Expanding the production scale of LED lighting components by means of capital; 2. Further strengthening R&D strength; 3. Standardizing corporate operations; 4. Enhancing the brand influence of enterprises in the industry; Use capital power to integrate LED industry chain resources.

Based on the current LED industry situation, the progress of the listing has increased significantly. This is indeed a big plus for many IPO queuing companies, which can shorten the time to market. Chenfeng Technology will land in the capital market and will have more advantages to compete with the big manufacturers.

Delta's layout of smart lighting spreads good news, paving the way for IoT and smart cities

Delta's layout of smart lighting has recently announced the first high-efficiency intelligent LED street light integration solution, combined with the telecom business IoT service, to introduce the three industrial zones, Cubs Industrial Zone, Pingzhen Industrial Zone and Lieutenant in Taiwan. industrial area. Delta Electronics stressed that it will sprint market share with intelligent LED street lamp integration solutions, and expand its overseas markets for Australia and Southeast Asia.

Comments: It is worth mentioning that smart city construction is currently taking place worldwide. In the future smart city and smart building architecture, multiple sensors, controllers and terminal devices need to be connected to the network to improve the energy efficiency of urban or building operations through cloud services, big data analysis and intelligent control.

For many years, Delta has devoted itself to environmental protection and energy conservation. From the fields of construction, transportation, and energy infrastructure, it has gradually developed LED industrial lighting and LED smart street lamps. At present, LED street lamps have installed 300,000 baht in New Taipei City, Taoyuan, Kaohsiung, Taiwan. In places like Wuhu, paving the way for the Internet of Things and smart cities in Taiwan.

Delta's smart street lights began to cut into the IoT applications of smart cities. Light poles can also be used as carriers for other IoT hardware. In the future, Delta can expand to more products and services that need to be connected to Delta, such as electric vehicle charging. , environmental monitoring and energy management.

BOE vigorously expand production and actively grab Apple OLED orders

Korean media etnews reported on the 28th that many industry insiders said that it is understood that BOE's B11 and B12 plants will become Apple's exclusive OLED production line.

Comments: The world's major smartphone brands, represented by Apple, have adopted OLED screens as a consensus, and OLED screen demand will increase in volume. South Korean panel makers such as Samsung and LG have significantly reduced the production capacity of small and medium-sized LCD panels, shifting their focus to the OLED field, and the OLED supply gap will continue.

Currently, Samsung is the only company that offers flexible OLEDs to Apple. However, LG display is likely to become Apple's second flexible OLED supplier, and LG display is also fighting for this opportunity.

In China, panel makers such as BOE, Huaxing Optoelectronics, Shenzhen Tianma, Guoxian Optoelectronics, and Huiguang are also actively deploying corresponding OLED production lines. Although, in terms of quality and output, BOE technology still lags behind the Korean factory, but BOE is chasing money.


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