Set micro-network launched integrated circuit WeChat common number: 'every day IC', major news instantly released, every day IC, every day set micro-network, plot micro into! Scan the end of the two-dimensional code to add attention.
1, a plus 5T or will use Samsung to create the AMOLED display;
A plus 5 is already sold out, thus, many analysts predict that this phone upgrade version of a plus 5T will be released.Not only that, the company's executives have several times that the rumors of the authenticity, It seems that a plus is really ready to launch a new generation of flagship machine.
As to why the new machine will be called a plus 5T, this is because in the same period last year, a plus has launched a called 'a plus 3T' mobile phone to replace a plus 3 position, of course, the fact that we will wait and see The
Pete Lau, founder and chief executive officer, recently made new developments in social media, adding that OLED panels helped build thinner devices and provide a better display experience for Optic AMOLED, while Samsung has the best technology at present.
Although Liu Zuotu did not mention the details of the new mobile phone in detail, but many people in the industry that he hinted that a plus 5T will be used on Samsung to create the OLED display Samsung's AMOLED panel has been widely used in the production of smart phones , These phones will include a plus the previous equipment as well as the Apple iPhone X. I believe we will soon know the truth of the answer.
2, iPhone X sells a substantial push up TPK Chen Hong shipping unit price;
TPK Chen Hong will be held on November 2, 2017 law said that due to the third quarter of the company's revenue growth exceeded legal expectations, corporate estimates, TPK third quarter earnings per share (EPS) challenge more than 3 yuan, For five consecutive quarters of profit, the fourth quarter in the AMOLED version of mobile phone products began a large number of shipments, revenue and profit is expected to grow significantly.
TPK in September 2017 consolidated revenue of 10.679 billion yuan, an increase of 4.2%, wrote since November 2015, 22 months new high, an increase of 22.7%; third quarter consolidated revenue of 30.513 billion yuan, quarter by 36.2% In the legal forecast of the quarter by 25% to 30%, the company expects the third quarter of a single quarter EPS on the 3 yuan, TPK second quarter EPS of 0.95 yuan.
TPK 2017 consolidated revenue in the third quarter increased by 16.6%; accumulated before the September combined revenue of 74.335 billion yuan, up 15.26%; due to large customers AMOLED version of the mobile phone sales strong, and the use of AMOLED 3D Touch process complex L average price of more than 50% increase in orders, is expected to lead the third quarter of TPK revenue and profit the Great Leap Forward.
TPK said, 2017 optimistic growth in the second half of the operation, revenue is expected to maintain quarterly growth, is expected to make money every quarter of 2017, 2017 is expected to turn throughout the year.
As for the car touch panel, TPK in the past, the main shipping Tesla and GM two major US depot, 2017 into the German luxury depot, is expected to ship in the second half of 2017, due to vehicle touch panel shipments Unit price and gross margin, much higher than consumer electronics products, followed by car touch revenue accounted for not high, but can significantly enhance the company's profit performance.
3, IPS panel share is expected to increase next year 5% share, more economic benefits;
According to Taiwan Business Times reported that IHS Markit is expected, notebook computers in the IPS wide viewing angle of the penetration rate continues to rise, is expected this year accounted for 37%, 10 percentage points higher than last year, Next year is expected to upgrade to 42% .As the production of IPS panels can bring higher sales prices and greater capacity utilization, for the panel plant more economic benefits.
Trolley shipments in 2017 are expected to increase by 5% from last year to 177 million, and this year's notebook shipments are expected to remain flat, due to concerns that higher inventories will drag down next year's shipments, Production capacity to high-end NB panel, such as the use of IPS wide angle technology and low power consumption of the panel.IHS expects wide viewing angle and high resolution IPS panel will account for 2017 notebook panel total shipments of 37%, higher than 2016 Year of 27% in 2018 this ratio will continue to grow to 42%.
IHS Markit chief analyst Jason Hsu said that the production of IPS panels can bring economic benefits for the panel factory, such as higher sales prices and greater capacity utilization. Economical IPS panel prices are about the same size than the TN panel 30%, and the price of high-end IPS panels can even be doubled or even higher. In addition, IPS panels need more aura, resulting in more time on the production line, the production of an economical IPS panel than the production of a TN panel More cost more than 20% of the production capacity.
Lenovo is the largest IPS panel buyer, expected to buy more than 12 million IPS panels in 2017. Dell has been the main mid-high-end market, compared with its competitors in the product to adopt more proportion of IPS panel.HP is also expanding IPS Panel application range, contribute to the 2018 IPS panel shipments to further increase.
Panel manufacturers on the other hand also put more resources in the low-power panel.With the thin pen has become a design trend, compact shell led to limited battery capacity, so the need for low-power panel.With Oxide TFT and LTPS and other advanced substrates Technology, LCD panel power consumption can be controlled at a low level.IHS Markit expects Oxide TFT and LTPS panel applications in the notebook is expected to grow from 3% in 2016 to 10% in 2017, 2018 to further increase To 13%. In the past these Oxide TFT and LTPS panel technology is mainly used for UHD, WQHD ultra-high resolution panel, the future will be extended to the HD panel, thus promoting market demand.
The average selling price of the pen panel is expected to increase from $ 42.15 in 2016 to $ 46.68 in 2017 and $ 47.96 in 2018. Despite the possible decline in shipments next year, panel makers still have the opportunity to achieve revenue growth The
4, 2020 global car display CTP carrying rate will reach 46%;
In 2017, the global car display CTP carrying rate of about 21%, up 75% .According to Sigmification (Sigmaintell) is expected by 2017, the global car display CTP carrying rate of about 21%, an increase of 75%. Of the key control to the development of the current touch control, and touch control there are RTP (resistance touch screen) to develop a higher sensitivity of the CTP (capacitive touch screen), in the vehicle within the human-computer interaction will follow the development trend, The newly developed models are also more likely to adopt the CTP program, while Sigmaintell expects the CTP will be up to 46% by 2020.
With the increase in CTP display applications, the market for CTP requirements are also more demanding, such as customization, flexibility, lightweight, and one of the most important two points is the safety and sensitivity, for each panel factory also (G + (glass + glass), PG (plastic + glass), incell and other different CTP program, the way of bonding is gradually from air bonding (air bonding) to optical bonding (optical bonding).
In this environment, the panel factory, especially in the field of car display good development of AUO, LG, Tianma, in addition to maintaining the existing module shipments share, but also actively develop touch-integrated display Products and establish their own touch paste production line in order to better recommend their own touch integration program to Tier1. Business Times