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1, BOE flexible production volume harvest 5 years after the opportunity to become a great business;
(BOE) from 'nothing' to 'supply', 'ten years of sword', is gradually becoming a legend in the field of display. A Beijing Oriental production screen, the world every five smart phones have a use of BOE screen, BOE in the field of TFT-LCD industry has been the first echelon.
Beijing Dongfang Chengdu 6th generation flexible AMOLED production line is China's first full flexible AMOLED production line, is also the world's second production volume of the sixth generation of flexible AMOLED production line.The successful production of the production line to break the prelude to the monopoly of the industry, but also indicates that China Panel makers have opened up new developments in the era of flexible display.
Break the monopoly, open the flexibility to show the new situation
Has been the flexibility of AMOLED production capacity by the Korean panel manufacturers monopoly by the upstream materials, equipment and technical constraints, the domestic panel manufacturers are difficult to quickly break the industry pattern, while the BOE after technological innovation to achieve the 6th generation of flexible AMOLED production line production, breaking the industry Monopoly, greatly narrowing the gap with the Korean panel manufacturers.
Beijing Dongfang 6-generation flexible AMOLED production line using the world's advanced evaporation process, and the use of flexible packaging technology, can achieve the display screen bending and folding, the display from lighting to production less than 6 months.
In fact, BOE flexible AMOLED display from the domestic first to light to achieve mass production, used in mobile terminal products and new wearable smart devices and other areas of display products, which is consistent with the BOE's ongoing innovation and development. Long Wang Dongsheng has said that regardless of profit and loss every year to ensure that about 7% of revenue into research and development, when many people say that we 'crazy', but we do not think R & D innovation is 'crazy'.
Data show that in 2016 BOE R & D investment of 4.14 billion yuan, an increase of 24.74%, the number of R & D personnel increased 24.78% over the previous year, the number of new patent applications 7570, the cumulative number of patents can be used more than 50,000. According to the 2016 US patent Authoritative statistics report shows that BOE and Huawei to become the only two finalists in the world's top 50 Chinese mainland enterprises.
"BOE (BOE) will always adhere to innovation, to provide customers with more competitive products and solutions." BOE (BOE) will always adhere to innovation, to provide customers with more competitive products and solutions for the development of the Beijing-based flexible AMOLED display in order to walk in the forefront of the industry. . Chengdu 6th generation flexible AMOLED production line smooth production, will significantly enhance BOE (BOE) in high-performance mobile phones, mobile display products such as the comprehensive competitiveness of the market to meet the growing demand for small and medium size high-performance display products, OLED industry and the global flexible display industry to accelerate the development of epoch - making significance.
Comprehensive 'harvest' domestic machine flexible screen, next-generation iPhone or in the column
As we all know, the current smart phone market demand for flexible AMOLED display is increasing dramatically, especially because the flexible base can support the phone according to a variety of design for production, to create a lighter, thinner mobile phone body, and AMOLED self-luminous can be better To meet the full design of the narrow frame and profiled cutting.
At the same time in the iPhone X blessing, the use of AMOLED screen will become a competitive high-end mobile phone market, but flexible AMOLED screen in short supply, including Samsung's AMOLED production capacity can not meet the needs of the iPhone X. However, with the Beijing AMOLED production , Will give the end customers a choice, to some extent alleviate the problem of insufficient capacity at this stage.IHS Markit predicts that 2017 AMOLED panel market shipments will soar 63%. Apple iPhone X in the use of AMOLED screen, As well as China's smart phone manufacturers to AMOLED panel new applications, is expected to make the AMOLED display market continues to benefit.
It is understood that BOE Chengdu 6th generation flexible AMOLED production line design capacity of 48,000 per month glass substrate (glass substrate size 1850mm × 1500mm), located in the high-end mobile phone display and emerging mobile display and other products. Objects include Huawei, OPPO, vivo, millet, ZTE, Nubia and so on more than ten mobile terminal customers, the basic 'harvest' of the domestic mainstream mobile phone manufacturers.
It is noteworthy that the current BOE has Apple supply LCD panel for the new Apple notebook and iPad.On the flexible AMOLED panel, according to analysts, Apple is also testing the BOE display device, is likely from 2018 Since the next generation of iPhone on the use of its supply of OLED panels.The industry believes that the current Samsung OLED panel in the monopoly, and Apple chose to support the BOE is also a wise move, which will bring a win-win situation for both sides.
In addition to the AMOLED production line, BOE in addition to the mass production of Chengdu 6th generation of flexible AMOLED production line, the BOE Mianyang 6th generation flexible AMOLED production line, will also be completed and put into operation in 2019 to further complement production capacity needs.
5 years after entering the leader stage, have the opportunity to become a great business
With the BOE Chengdu 6th generation of flexible AMOLED production line production and delivery, which makes the BOE began with the industry leaders have a higher courage and strength, which also let the BOE began to enter a new stage of development.
When BOE entered the liquid crystal display industry early, Chairman Wang Dongsheng developed the five-stage development strategy of "entrant-catcher-challenger-leader-leader" and developed the concept and values of innovation This time, based on the 6th generation of flexible AMOLED production line production, BOE will begin to enter the Challenger stage, BOE is expected to enter the leader stage after 5 years.
In the beginning of the entry stage, BOE implementation of the 'rooting strategy', BOE from scratch, mergers and acquisitions, digestion, absorption, innovation, the root of the technology in China, this stage of their own technology, manufacturing, marketing, supply chain And professional management system established.
In the pursuit of the stage, the BOE implementation of the 'steel sword' strategy, the stage of the implementation of the 'iron sword' strategy from the 2013 'iron sword' strategy, the average annual growth rate of more than 20%.
With the BOE flexible AMOLED production line and delivery, BOE began to enter the stage of the development of challengers.Wang Dongsheng said that from next year to 2022, we will implement the 'Wood Sword' strategy to further enhance the display of technology competitiveness, continue to maintain the global leader, At the same time to speed up the display and sensor devices, intelligent systems and health services, the rapid development of leading edge to complete the integration of hard and soft, application integration and service development and transformation, to achieve sustained and stable growth in revenue growth.
Wang Dongsheng said, and then through the 2023 to 2027 'no sword' strategy to further strengthen the basic strength and innovation, consolidate and enhance the global leading position, we have the opportunity to achieve great respect for the great business.
And for the future to lay a global leading position, and want to become a great business, its business will and strategic planning, will change?
Wang Dongsheng said that our business positioning will be 'for the information exchange and human health to provide intelligent port products and professional services of the Internet Corporation.' Previously we only do the display, and later the touch function integrated into the display inside, not only can display, You can also enter, and now do is touch display integrated products.We are still developing the fingerprint function into the display technology, the future will consider the camera may be more things into the screen.
Today, BOE in the field of semiconductor display has gradually formed a deep accumulation, and through cross-border innovation, in the Internet of Things market and health care field also has considerable technical accumulation and related business.Wang Dongsheng to BOE developed three career framework, (DBG), Intelligent Systems Business (SBG), Health Services (HBG), DSH business strategy, including medical health, painting, electronic price tag and other things in the field of continuous development.
BOE said that in 2017 we continued to implement the DSH business strategy, rapid layout of new business areas, with the transformation and upgrading of the advance, the core innovation ability to enhance the traditional products continue to maintain a high market share, new application segment market expansion results early As Wang Dongsheng said, BOE to display, sensing, artificial intelligence, large data as the core technology base, will be a for information exchange and human health, providing intelligent port products and professional services of the Internet of Things, in the realization of the leader stage , We have the opportunity to achieve great respect for the great business. We will wait and see.
2, BOE into OLED screen warfare to ease the domestic mobile phone screen hunger;
'OLED screen in 5 years are far from competition, we see who can produce a little more, there is an order to produce.' October 26, BOE Technology Group Vice President Zhang Yu on the "China Times "The reporter said.
On the same day, BOE Chengdu 6th generation flexible AMOLED production line announced ahead of mass production. This is the world's second production volume has been the sixth generation of flexible AMOLED production line.
To BOE as the representative of the domestic panel manufacturers in the OLED panel production line has been invested heavily, a large number of production capacity will also be released in the next two to three years, but small and medium size OLED screen in short supply situation will continue for several years, and Samsung in the small Size OLED panel market monopoly position is also difficult to shake a short time.
Chengdu 6 generation line production
Chengdu 6-generation line is the first mass production of flexible AMOLED production line.
According to the "China Times" reporter learned that evaporation is the technical difficulties of flexible OLED panels. BOE did not disclose the current yield of Chengdu flexible OLED panel production line, but Zhang Yu told reporters that the yield of Chengdu 6 on behalf of the line and Samsung production flexibility OLED panel when the yield is similar, even higher.
Chengdu 6-generation line in May 2015 to start construction, in May 2017 put into operation, with a total investment of 46.5 billion yuan. Its design capacity of 48,000 per month glass substrate (glass substrate size 1850mm × 1500mm), located in the mobile Terminal products and new wearable intelligent equipment, etc. Huawei, OPPO, vivo, millet, ZTE, Nubian and other domestic mobile phone manufacturers, as well as Lenovo, HP, ASUS and other PC companies to become the first batch of Beijing Oriental Chengdu 6 line.
Zhang Yu, "China Times" reporter revealed that if the Chengdu 6-generation line full, to meet the 70 million mobile phones.But Chengdu 6-generation line production capacity is still in the climbing stage. BOE related staff on the "China Times" reporter said, At present, the production capacity of Chengdu 6-generation line is 6000 glass substrates per month.
Chengdu 6-generation line is only one of the BOE's OLED panel production line, and the three OLED panel production line of the total investment has reached 115 billion yuan.
BOE's first hard AMOLED panel production line is a total investment of 22 billion yuan Ordos 5.5 on behalf of the line. Its design capacity of 54,000 glass substrates / month, in November 2013 lit production, in May 2015 full production. Another 6-generation flexible OLED production line was in December 2016 in Mianyang, Sichuan started its design capacity and total investment are the same with the Chengdu 6-generation line, is expected to be mass production in 2019
In the generous investment in OLED panels at the same time, BOE's share price and performance is also rising.
On Oct. 24, BOE's results show that its first-quarter revenue was $ 69.908 billion, up 51.41% from the same period last year, while the total profit of $ 8,808 million was 2827.06% higher than the same period last year. The net profit of shareholders of listed companies, also increased by 4503.45%.
And BOE's share price is also at a high point in several years, while BOE's share price has been hovering over the $ 2-3 range, with the last break at $ 5 or May 2015. Oct. 26, BOE A (000725). SZ) closing price of 5.76 yuan.But the current price still did not reach the highest point of the stock price of BOE.
OLED is in short supply
In the domestic panel makers, BOE in the field of OLED investment, but it is not the only one by the "China Times" reporter rough statistics, BOE outside the domestic panel manufacturers only in the OLED 6 on behalf of the total investment has been more than 130 billion yuan, but the mass production of mass production time is concentrated in 2018 years later.
Among them, the production is expected to produce the earliest days in Wuhan invested 12 billion yuan to build the LTPS-AMOLED 6 on behalf of the line. It has been lit in April this year, is expected to achieve mass production during the year. Its capacity planning for processing 30,000 per month Glass base board.
Plans to achieve mass production in 2019 OLED panel line, and the electroplating in Shanghai to build the LTPS-AMOLED 6 on behalf of the line, a total investment of more than 27 billion yuan, plans to achieve the end of 2018 lit, the second quarter of 2019 production, Capacity design is also a monthly 30,000 glass substrate.In addition, Kunshan State was invested 30 billion yuan in Hebei Gu'an construction AMOLED 6 generation line is also expected in 2019 production.
Huaxing Optoelectronics invested 35 billion yuan in Wuhan to build the 6th generation LTPS-AMOLED panel production line, is expected to achieve mass production in the first half of 2020, is expected to reach full production after the production of 45,000 glass substrate, and the letter in July this year announced in Sichuan Renshou County invested 27.9 billion to build the 6th generation of flexible AMOLED production line is expected to achieve in 2020 lit, 2021 began mass production.
A large number of OLED panel plant is still under construction at the same time, mobile phone manufacturers on the OLED screen demand has been intensified.Apple this year, the new machine uses the OLED panel, had caused the outside of the OLED panel production capacity of the concerns of Huawei, millet and other domestic mobile phone Manufacturers in the Apple have already launched their own OLED phone.Zhang Yu also believes that OLED panel at least 10 years will be based on mobile-based.
In fact, Tianma, Guo Xian, Vincent and other manufacturers of OLED panels have been small quantities of shipments. IHS previous statistics show that the third quarter of 2016, domestic panel enterprises OLED panel shipments of more than 1.4 million. IHS It is also expected that by 2022, the proportion of Korean panel makers in global OLED production will drop from 93% in 2011 to 71%. The market share of mainland panel makers will increase from 5% in 2017 to 2022 Year of 26%.
But in the short term, Samsung in the field of OLED monopoly is also difficult to shake.Zhang Yu also on the "China Times" reporter said that now the BOE in the OLED share is still small, but Chengdu 6 generation line production to the domestic mobile phone business a new select.
CCID Consulting Semiconductor Industry Research Center senior analyst Guo Jian also "China Times" reporter said that domestic panel makers in the OLED yield is not very good at present.He believes that OLED panel manufacturing difficulties are more able to buy To the upstream equipment and materials and use it.He expected, OLED within 5 years will still be in short supply stage.He also believes that the flexible screen on the hard screen is not a substitute, but a new incremental market. Times
3, can not afford to drop! IPhone X screen warranty maintenance up to 2888 yuan;
Apple released three new iPhone this year, the classic return to the classic glass panel design, compared to the current mobile phone is more common metal after the shell, the glass material in the feel and the value of a natural advantage, to play more comfortable and smooth The
Among them, yesterday began to buy the iPhone X for the first time using a full screen design thanks to a comprehensive screen design, iPhone X to do the 5.8-inch size than the 4.7-inch iPhone 8 big circle of holding effect.
So, for those who snapped up to iPhone X friends, smooth glass panel and a comprehensive screen is naturally exciting, but its maintenance price is heartbreaking.
Apple recently updated its iPhone screen repair page, display iPhone X screen replacement price up to 2288 yuan.
As Apple's first full-screen mobile phone, iPhone X maintenance costs to be a little higher can understand, but up to 2888 yuan price is not 'close to the people.' Therefore, the purchase of iPhone X friends, it is best to give their love machine Insurance - with a protective cover