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1, friend Tatsu next year panel supply and demand for a smooth new capacity of the mainland is constrained;
Mainland Panel Factory Beijing East 2018 will open the world's first 10.5-generation factory new capacity, coupled with 8.5 generation and 8.6 generation of factory new capacity will also be issued, so that the market worries about 2018-year panel supply and demand situation. Peng, chairman of the group, said because 10.5 generation is the world's first tallest generation panel factory, and the new 8.5 generation or 8.6 generation factory Some is the industry novice, estimates the competitor's learning curve to be long, the actual effective capacity impact channel will be restrained, the friend reaches the forecast 2018 year the panel supply and demand is still in the steady state. Peng said the new capacity to market conditions will certainly cause pressure, but this also depends on the new capacity will be open? How many contributions? How fast is the ascension? Even the new plant's product mix can achieve higher-order technology and specifications, which will continue to be observed, because these factors can affect the output of effective capacity. Friend Tatsu general manager Cai said, in the demand, the 3rd season for the end of the year, the brand for the consumption season, promotions tend to be positive, the terminal demand gradually return to temperature, with the festival and the end of sales promotion, large-scale trend continued, the demand for all types of application stability, estimated 2017 year Supply side, because the panel capacity increase is limited, the year is slightly lower than demand, so 2017 the overall market supply and demand stable. Looking ahead to 2018, in terms of demand, the trend of large-scale television and specification upgrade will continue, all kinds of application demand is relatively stable, because now the transmission of information to the Panel as the central medium, including consumer and commercial markets are stable growth, coupled with the 2018 sports events to help, it will further stimulate demand growth. A preliminary estimate of the 2018 panel supply will increase the 5~7%, as well as demand will increase 5~7%, so the 2018 panel is expected to be relatively stable supply and demand. But in the 4th quarter of 2017, the sales results will affect the 2018-year panel supply and demand, so in addition to the new production can be out of the situation, also need to observe the terminal sales results. Fidelity has focused on high-value products in recent years, gross margin performance is better, Peng said, the factory depreciation downward, to contribute to gross margin performance, in addition, the friend Tatsu also constantly accumulate results in the product portfolio, so that each unit of the price and gross Profit margin optimization, in order to block the new production capacity of competitors continue to open the impact. Cai said that the increase in the value of Tatsu products, including commercial, medical, industrial, automotive, outdoor commercial display panels, and so on, the current value-added products accounted for more than 50% of the total revenue contribution to the future will continue to grow. In the consumer product aspect, by the Yu Youda Continuous technology enhancement and the breakthrough, continue to accumulate technical value in the field of higher-order products, in addition to this, the company also carry out consumer and commercial market value chain integration, such as add touch or hardware and software solutions, in addition to the future market demand, but also increase the sales and profitability of the friends. In the case of Friends of Kunshan, Cai said, Kunshan plant using LTPS technology, suitable for applications in mobile devices, such as smartphones and higher-order notebook computers (NB) panel, the 4th quarter of the company's production capacity is located in the high-end, the current smooth operation, but also accelerated the development of 2018 years of new machine species, including 18 : 9 Mobile phone screen, 18:9 profiled cutting products, as well as higher-order LTPs NB panel, and so on, friends Tatsu will adjust the Kunshan plant cell phone and NB capacity ratio, in order to pull up the operating performance of Kunshan plant. Digitimes
2, small and medium-sized panel sales good, sharp camp profit 512 times times;
The sharp-Sea investment in the 27th after the Japanese stock release of the last quarter (2017 7-September) results: show that the final profit of the combined pure benefit since the same period last year, the loss of 17.9 billion yen into a surplus of 20.2 billion yen, the 4th consecutive season to make money; The combined profits of industry showed a 8 times-fold increase over the same period last year (836%) To 23.4 billion yen, making money for the 5th consecutive quarter; Combined revenue increased by 22.7% to 608.7 billion yen over a year earlier.
In the case of the department, last quarter Sharp ' advanced Display system (Advance display Systems) ' department (including Sharp's own brand TV, Large-size LCD panel and Small and medium-sized LCD panel) revenue increased by 43% to 271.9 billion yen over a year earlier, with a profit of 9.6 billion yen ( The battalion lost 7.8 billion yen over the same period last year.
' IoT Electronic components (IoT Electronics Devices) ' Department (including camera module business and electronic components) revenue grew 7% to 109 billion yen, operating at 1.8 billion yen (2 billion yen in the same period last year).
The ' Smart homes ' sector (which includes energy solutions (solar cell), IoT Communications, health/environmental systems, has grown 16% to 160.4 billion yen, with a profit decline of 13% to 10.5 billion yen.
' Smart Business Solutions (Smart Business Solutions) ' department revenue grew from 10% to 90.5 billion yen, benefiting 12% to 5.8 billion yen.
Sharp pointed out that in the first half of 2017 (2017 4-September) results, because of small and medium-sized LCD panel, LCD TV sales increased, boosted the combined revenue than the same period last year, a large increase of 21.3% to 1 trillion 1,151.6.5 billion yen, combined with camp benefit 512 times times (growth 51,244) To 40.562 billion yen, the combined net loss of 45.4 billion yen has shifted to a surplus of 34.739 billion yen over the same period last year.
Sharp said that because of Better-than-expected performance during April-September, the benefits were much higher than the original forecast of 37 billion yen, 25 billion yen, so 2017 (April 2017-March 2018) merger of the profit target from the original estimate of 90 billion yen to 93 billion yen (increase 48.9) %), combined with a pure benefit from 59 billion yen to 69 billion yen (net loss of 24.8 billion yen in the previous year), combined revenues were maintained in the original forecast of 2.51 trillion yen (22.4%), due to uncertainties in economic trends. Unchanged.
According to the system price, sharp 27th close 3.6%, received 3,595 yen, this year has risen to 33.15%. Technews
3, Micro led open New Horizons! AR/VR Display application of series industry chain attack in Engineering Institute;
Next-generation display technology micro-light-emitting two-polar body (Micro LED) for the industry point of light since the dawn, across the field of industry chain is speeding up, but also in the big manufacturers to accelerate the application of the layout, especially to the TV wall large-scale indoor display, AR/VR display devices and other applications most potential Now Micro led shows the application of what new progress, and the market so-called transition technology can help shorten the Micro LED development time, become the focus of the current public attention.
Micro LED Two major applications, TV wall display took the lead in mass production
SONY at the beginning of this year launched a large-scale splicing display ' Cledis ' (Crystal led integrated Structure), for the Micro LED display application to create a new pattern, coupled with wide application field, attracting a lot of developers to put into development, Taiwan factory also do not fall behind. Dr. Fang Yanxiang, deputy head of research and Development at Institute of Electro-Optic intelligence applications, said TV wall (video wall) is the first Micro led imports of products, the current LED-driven IC factory accumulation of science and technology, PCB factory Xin Xing Electronics and semiconductor factory neptunium technology, has been set up in the Institute of testing production line, The Quartet cooperates with the development of Micro LED splicing type TV wall display applications without sapphire substrates.
However, Micro LED each process is a challenge, so it is very difficult to do. Fang Yanxiang said that the focus of Micro LED grain is to make the wafer is very uniform, but the technology is very difficult, the current high uniformity wafer by the implementation of Neptunium, has completed a single color test, is expected to complete the other two colors before the end of November this year. Micro led in the sapphire-free substrate thickness of only about 3μm to 5μm, can not use the traditional one-by-one bonding, so the Institute is responsible for the huge transfer of technology will be Micro LED grain to xinxing PCB board, but also because of traditional PCB roughness (roughness) larger, The adjustment of the process by the plate factory to solve, the difficulty is quite high; Accumulation is responsible for the development of Micro LED suitable for the current range of the driver IC, other materials including material, testing and other details have technical obstacles to be excluded.
' When we make the RGB full color board, it's going to be the world. In addition to SONY, the second with no sapphire substrate Micro LED made of splicing-type display products, ' Fang Yanxiang explained that the work of the Institute and the three factories jointly developed by the TV wall display, LED grain size than the SONY cledis slightly larger, About 50μm to 100μm, spacing (pitch) is smaller than Cledis, about below 800μm; The module size is ten cm x cm inside, the main lock 130 inches above the indoor application, the visual demand free splicing. It is understood that at present, there are foreign customers under a single, is expected to import trial production success in June 2018, it can be formally put into production.
Bullish AR/VR Display application potential, Micro LED will become mainstream display light source
In addition to large TV wall displays, another key application of the Micro LED by the Institute is Augmented Reality (AR) and virtual reality (VR) display applications. Micro LED with high brightness, high efficiency low-power, ultra-high resolution and color saturation, long life and so on, in the AR/VR area will be more than OLED, LCD and other display technology to play an advantage, is expected to replace both become the future display light source mainstream technology. Facebook's Oculus and China's new optronics have been accelerating the AR/VR sector by acquiring Micro LED display technology companies last year.
' AR/VR display application will be the future of AI artificial wisdom of the media, will also be more thin, Micro LED panel can integrate a variety of sensors, to achieve multiple effects, ' Fang Yanxiang again mentioned Micro LED Integrated sensor micro-assembly (Micro Assembly) Technical characteristics, coupled with high resolution, high brightness and other advantages, OLED and LCD is very difficult to match. In addition, the Market Forecast 2020 AR/VR value of 120 billion dollars on the scale, do not have development values.
He pointed out that the AR/VR display device will reach 8k4k resolution in the future, to Micro LED monochrome, the number of grains will be more than 30 million, if the RGB color calculation of nearly 100 million. However, Fang Yanxiang believes that a monochrome Micro LED coupled with a quantum dot (QD) color conversion material, to relatively improve the probability of success. The main reason in addition to RGB three-color itself, as well as other problems after the transfer, Micro LED uniformity is difficult to control, prone to leakage and affect the color rendering, coupled with the current nonlinearity, driving conditions are difficult to control the color and brightness, so less recommended RGB three-color Micro LED , the yield of color conversion with a single color combined with quantum material will be higher.
However, suitable color conversion materials are not readily available, because the market more mature color conversion materials containing cadmium, the efficiency is also higher, but the material containing cadmium under the EU control, China and other countries may also implement control, so the need for the development of cadmium-free materials, but the current efficiency is poor, color conversion efficiency is good or continue to test development. At present, the Micro led monochrome resolution can reach qHD ($number x 540) level, led size can be minimized to 5μm.
Fang Yanxiang revealed that the institute is currently in series of domestic and foreign manufacturers to build industrial chain development AR/VR Display application and testing, is expected to reach the end of 2018 4k2k, the density of 1, $number PPI, 2019 to reach 8k4k, painting the density of about 2, the PPI, all using monochrome Micro LED Match the quantum material to achieve color conversion. Just Micro LED to achieve AR/VR display application commercial volume production, there are also many technical bottlenecks to break, not only the display technology itself, but also including transmission technology, VR dizziness and other problems, the fastest I'm afraid it will take 5 years to get into production.
Mini LED for transition technology? Real and Micro LED is very different
Despite the promising potential of Micro LED display technology, its technical threshold is still unable to achieve a major production of the key, so nearly half a year, the market began to appear ' sub-millimeter light-emitting bipolar ' (Mini LED) technology, is expected to do as a Micro LED transition technology, the introduction of large-scale display, car display , mobile phone backlight and other applications. However, the Mini LED products can be faster to launch, mainly because the use is still the traditional led process, in the cutting on the small size of diligence, the smallest about 5 x 6 mil equivalent to $number x 152μm around, almost fast to reach the limit to include sapphire substrate LED, and then cut small will be split The crack problem affects the yield.
Fang Yanxiang that the purpose of the Mini led and Micro led completely different, the former mainly as a backlight application, because the substrate is the relative limit of the LED size, unless the size can continue to shrink, the density of the painting can be improved, the resolution can be higher, but the traditional process said not easy to break the limit; The latter is to subvert the traditional led process, also do not need sapphire substrate, LED size is relatively independent of the above restrictions, to achieve high resolution is still not Micro LED. More importantly, Micro LED technology can integrate a variety of sensors, more widely used, which is not only the traditional led can not achieve the spirit, with the spontaneous light display OLED technology is also difficult to surmount.
In the middle of last October, the institute established the Micro Assembly Alliance ' CIMS ' (Consortium for the intelligent Micro Assembly System), and established a communication platform across the field series industry chain. After a year, Micro LED technology has a new progress, the application of the field also has a different development opportunities, November 3 this year, the first time to AR/VR as Micro LED forum spindle, inviting speakers from the Canadian system Integrator Vuereal, the United States glass substrate factory Corning (Corning), Color conversion Technology Business verlase, Japan Nano materials business NS Materials, wafer testing Equipment Factory Dongli project (Toray Engineering), etc., to explore the Micro LED in the field of AR/VR display technology development and layout, In this innovative eco-chain, we look forward to Micro LED technology to create a new bureau. Technews
4, Guangzhou layout IAB industry as a good national science and Technology Industry Innovation Center ' tap ';
Southern Network (reporter Yang Zhiming) recently, Guangzhou issued the "Guangzhou Construction ' China 2025 ' pilot Demonstration City Implementation Plan" ("program"), Guangzhou will be built around the ' China made 2025 ' pilot city, focusing on IAB (new generation of information technology, artificial intelligence, biomedicine) Key industry action plan, around eight key areas to accelerate the implementation of eight key projects, focus on building high-end High-tech modern industrial system and open economy new system, when the national science and Technology Industry Innovation Center ' tap '.
Build a new generation of display technology research and development system and industry chain to create ' World show Capital '
By the end of 2019, the further improvement of the industrial system, the total output value of 700 billion yuan, speed up the construction of high generation panel and new display as the core of the next generation of display technology research and development system and industrial chain, to create ' World show capital '.
Efforts to accelerate the LG 8.5-generation LCD panel, Foxconn 10.5-generation display of the entire eco-industrial park project, the introduction of upstream semiconductors, integrated circuits, downstream mobile terminals, LCD TV manufacturers, to promote the construction of ' key new materials research and development and engineering ' national major projects, to promote Guangdong province printing and flexible display innovation Guangdong Poly-Hua Printing display technology Co., Ltd. to create a National Manufacturing Innovation Center, Breakthrough printing Display key materials, printing display technology, OLED (organic light-emitting Diode) panel printing technology and industrialization, to create Chi flat display industry cluster.
Building bio-medicine and health industry cluster with Guangzhou International Biological Island as its core
By the end of 2019, to strive for the bio-pharmaceutical industry output value of 130 billion yuan, attracting 1-3 of the world's 500 pharmaceutical enterprises to spike development, 3-5 domestic leading enterprises in Guangzhou to set up research and development center or production base, to cultivate 3-5 annual sales of more than 1 billion yuan of major varieties, innovation and development of 5-10 new Research and development of 20-30 three categories of medical device products.
To Guangzhou International Biological Island as the core, to create bio-medicine and health industry cluster. Guangzhou International Biological Island in the field of biomedical research and product development-oriented, focus on building national biomedical research and development base.
Building Intelligent equipment and robotics industry cluster with HUANGPU District as axis
Give full play to the basic advantages of Guangzhou intelligent equipment, docking intelligent manufacturing development and upgrading the needs of traditional industry intelligent upgrading, to build intelligent equipment and robotics industry cluster. By the end of 2019, the output of smart equipment and robotics industry reached 100 billion yuan.
With Huangpu District as the axis, to increase urban areas, South Sandy area, Fanyu District, Baiyun District and central city as a basis, to build intelligent equipment and robotics industry cluster. Among them, Huangpu District focus on the construction of Yun Pu industrial zone, Huangpu Machinery Valley Intelligent Industrial Park, accelerate the development of Guangzhou CNC and Industrial robot industrial park, such as industrialization base. Relying on the advantages of scientific research resources, the central city accelerates the development of industrial robots with core independent intellectual property rights, fosters the development of service-oriented robots such as clean, educational and recreational, medical and health, and explores the development of new intelligent robot.
Focus on IAB industry to cultivate ' value Innovation Park '
Cultivate ' value Innovation Park '. Focus on the IAB industry, focus on building Foxconn, Cisco, General Medical, hundred-chi Shenzhou, Guangzhou Auto Intelligent Network Industrial Park, Pazhou internet innovation Cluster area, such as 10 of value Innovation Park, the accumulation of scientific research, production, life, ecology and other high-end elements, improve urban services, transportation, education, environment and other ancillary construction, Linkage surrounding industrial belts and community groups, the formation of a ' production and city ' relatively complete industrial ecological community.
Promote inefficient industrial park to enhance quality and efficiency. Launched the implementation of "Guangzhou Industrial park quality and efficiency three-year plan of Action", actively encourage the industrial park and the surrounding areas to improve, through the ' Industrial transformation ' and ' urban renewal ' to enhance land use efficiency, the introduction of research and development institutions to strengthen the industrialization of innovative strength, to promote the ' angel investment ' and other fund capital ' to help enterprises ', speed up high-quality small micro-enterprises Iterative upgrade ', to guide the support of a group of industrial parks to the ' Industrial Park + Industrial Innovation Center + Industrial Fund + Industrial Alliance + Industrial Service Platform + industrial Community ' business model change.
5, Glory to create a mini LED Q3 next year;
Panel factory, led factory vigorously promote the mini led to become a backlight, Rong (3437) yesterday to participate in the law said that the meeting, Micro led has a relatively high threshold and technical barriers, but the mini led next year to import TV backlight is very high, next year's cost is expected to fall again, Rong Chong is expected to be the fastest third quarter, The slowest fourth season at the end of the launch of mini LED backlight products.
Rong Chong yesterday (27) Japan should be invited to participate in the law, the corporate focus Micro LED, Mini led and major shareholder of the Japanese-Asian speech directors sell shares, Rong Chong one by one response. Rong first set the mini led for micro led before the excessive product, and has been with the customer in the direction of the mini LED backlight to develop, to 4k8k TV to calculate, the consumption of the mini LED 100 million Take-off, even if the consumption of 65 inches of TV is at least million Take-off, This is also the glory of the current backlight accounted for as much as 90% of the revenue, will continue to plough back the light source market.
Rong since the listing, operating in recent years tends to weak, last year EPS more recession to 0.41 yuan, set a record low since the market, backlight related revenue from the market share of the 80%, jumped to 90%, Rong said last year's decline was mainly caused by LCD TV last year weak sales, led to the demand for backlight source contraction, The company is doing a budget, the strength of 2018 has a better operating results. Business Times