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1. More than 18: 9, flexible AMOLED, with a more comprehensive understanding of the development of the 2018 display industry;
Set micro-network Shanghai reported text / Mao Mao
The development of the semiconductor industry has led to the upgrading of the application terminal experience. In addition to the upgrading of the relevant components, the panel is also an essential component for most application terminals. Therefore, the technical specifications of the panel and the supply and demand are also affected by the majority of the application terminal manufacturers China's panel industry will continue to contribute to the output of China's science and technology output.Meanwhile, he from the five key trends, sharing the 2018 years of the display industry development (Figure), China's panel industry, situation.
Large size panel sufficient capacity, 2018 second half of the oversupply situation will be improved
It can be said that the large size of the panel in 2017 what is missing, is not lack of production.Qiu Yubin said that 2017 large-scale surface capacity expansion is very positive, a total of three new production line + 2 production line expansion.2018, Production capacity is still very adequate, and will add 10 million BOE and CLP Group 8.6 and 8.6 + three production lines.
For the supply and demand situation of large-size panels, Qiu Yubin said that the 2018 annual oversupply ratio of 8.5%, an increase of 2.5% over 2017. It is noteworthy that, in the case of no reduction in production, 2018 Q1 supply and demand ratio of up to 14.9% , The supply and demand imbalance is relatively serious, the main reason is that Q1 is the traditional industry off-season, and Q2 supply and demand will be relatively slow, but still up to 9.5%. Qiu Yubin that the fastest to 2018 Q2 and Q3, Demand will pick up, so the second half of 2018 large-size panel supply and demand will be relatively balanced.
By 2020, the world at least 4-5 10.5 generation line
According to Qiu Yubin introduction, the current planning of the 10.5 production line is very much, 2018 Q1, Hefei Jingdong will be out of China's first 10.5 production lines, which is the world's first 10.5 production lines, so much attention. Then, in 2019, the domestic Huaxing and South Korea's LG will start the first 10.5-generation production line; In addition, Hon Hai and Sharp's production line in Guangzhou will also enter 10.5 in 2019.
At the same time, BOE will announce the second 10.5-generation production line in Wuhan in November, and it is expected to join the market supply by 2020. In other words, by 2020, BOE has at least two 10.5-generation lines, The world at least 4-5 10.5 generation line.It is noteworthy that the 10.5-generation panel size is 8.5 times 1.8 times, how to digest the production capacity is the future industry must solve the problem.
In terms of production capacity, Qiu Yubin said that in 2017, more than 10 generations of production capacity accounted for very small, only 3%, the main capacity contribution from 8.x, mainly 8.5 generation, production accounted for 58% 2018 10.5 generations continue to join the market, it is estimated that by 2020, the global 10.5 generation capacity will probably reach 14% of the proportion of fear of 6 generations and 7.x generation of living space.
In the regional panel production capacity accounted for the market, Qiu Yubin said that in 2017, the largest proportion of production capacity is South Korea, the second is Taiwan, the third is mainland China is expected to 2018, the Chinese mainland manufacturers will account for 32.5% Won the world's second largest production capacity of the panel area.In addition, with the BOE, Huaxing 10.5 generation line out, is expected to 2019, China will be 37.4% share of the global large size panel won the championship.
Qiu Yubin introduction, 10.5 generation mainly has two key products, one is 8 to take the 65-inch, the other is 6 to take 75. Relative to the 75-inch, 65-inch products closer to us. 2015, Taiwan Manufacturers rely on the advantages of the 6-generation line to occupy the entire 65-inch market technology, but then the Korean manufacturers to 8.5-generation mixed way (65 inch +32 inch) to master the 65-inch panel of the initiative.
At present, the Chinese mainland manufacturers have not cut a striking figure, but after the 10.5 generation to join, it is estimated that by 2020, the entire 65-inch supply will be a big change, first of all, the BOE on a vendor's supply will reach 24%, plus Huaxing 8%, the Chinese mainland manufacturers will occupy one-third of the 65-inch process market, so not only the leading capacity, the Chinese mainland manufacturers in large size, large generation of supply role will become increasingly important.
At present in high-end television, OLED is more popular than quantum dots
In 2017, OLED TV shipments reached 1.5 million units, next year in the LGD continued expansion under the premise of shipping point of view 2.4 million units, the penetration rate is expected to exceed 1% for the first time.However, the quantum point of the TV shipments may Only 125-130 million units, in other words, in the high-end television competition, the quantum dot compared to the OLED defeated.
Qiao Yubin said, in fact, the role of leader is always the most important. Quantum point leader is Samsung, but Samsung 2017 in the second half of the strategy has a very big change, Samsung gave up the so-called high-end but There is no amount of products, but the focus of the shipment into the middle but the amount of products from the product.Therefore, Samsung's resources in the quantum point reduction, and naturally reduce the entire quantum point, including domestic TCL, Hisense in the quantum point of concern The
So, the future of quantum dots and the competitive situation between the OLED is what? Qiu Yubin that, in the short term, especially in 2018, OLED because of the scarcity of high-end television market is still to maintain a certain competitiveness.However, we must emphasize , OLED in the TV market is facing three very important challenges: First, the current OLED in the world only a supplier of LGD, which makes a lot of customers dare not to start the OLED TV program; Second, LCD TV price is limited with the panel The price can not be separated from the relationship.Therefore, OLED next year if you want to maintain 2.4 million -250 million shipments, the price must be made at the end of the sacrifice, but the pressure will be the most direct feedback to the LGD who, because customers will ask them OLED panel to do a price cut; the third challenge is the biggest problem, a year 1.5 million units shipped in the world accounted for only 0.7%, on behalf of this is still only a very small niche market, niche market concept Indicating that he is likely to be excluded from the industry.
What is the opposite of the quantum point of the TV, is not because the Samsung strategy conversion is completely hopeless? Qiu Yubin that is actually not so pessimistic, the second generation of quantum dots TV (QDCF), that is, QD quantum dots with the current LCD screen Of the color film to do the combination, help to reduce the cost of the entire quantum dots, the fastest in the second half of 2018 will be heavy in the panel, and then the production of products may need to wait until the second half of 2019.
AMOLED in the smart machine market continues to erode, flexible AMOLED will replace the hard AMOLED
OLED investment in small size is very positive.Qiu Yubin said that small-scale OLED production capacity of the expansion of heat continued to sustain, is expected to 2018 annual production capacity will increase by 2017 55.3% .2015 to 2020, small size AMOLED production capacity of the year The composite growth rate of up to 37.2%. Small size OLED production capacity expansion, in addition to Samsung Display continued positive response, LGD also because the main customers Apple to change the wind direction and become positive .. Mainland contains BOE, Tianma, Down will also play a key role in pushing up production capacity.In addition, consider the capital and market competition, Japan and Taiwan manufacturers in the OLED investment is very conservative.
At the same time, Qiu Yubin said that this year in the iPhone X launched under the incentive, equipped with AMOLED panel iPhone proportion of 20%. With the AMOLED panel supply increased, Apple is expected to be the fastest in 2020 all iPhone to AMOLED camp.
It is reported that samsung Display this year exclusive iPhone AMOLED panel supply. LGD actively invest in flexible AMOLED production capacity is expected to begin in the year 2018 to Apple supply.As technology and production unmatched global, Qiu Yubin estimated that even by 2020, Samsung Display of the proportion of supply Or more than half.
Qiu Yubin that open up AMOLED panel suppliers will continue to be an important issue for Apple in the next few years, in addition to Korean manufacturers, the Japanese and even manufacturers may join the ranks of AMOLED iPhone supply.Apple will choose who will do the next flexible OLED suppliers? Qiu Yubin put forward four indicators for everyone to refer to, respectively, is trying to heart, adequate funds, the acquisition of key equipment (world-class evaporation equipment), the existing business cooperation.
In addition, Qiu Yubin said, AMOLED in the smart machine market continued to erode, 2017 penetration rate of 28%, is expected to rise to 43% by 2020. Consider the direction of production capacity and the unique specifications, flexible AMOLED will be the next few years Push the main, the proportion will increase from 28% this year to 61% in 2020, hard AMOLED is likely to be eliminated.
The first quarter of 1817 18: 9 panel tilted out, and will maintain high growth
2017 years can be said to be the first year of the full screen, but the first year will usually appear a lot of the situation.Qiu Yubin said that this year's biggest situation is a comprehensive screen of the mobile phone screen supply should be concentrated in 2017 Q4. Two problems, Q3 manufacturers have launched a comprehensive panel, which for the higher unit price in the market to achieve higher profits, but once into the Q4, the main panel factory 18: 9 panel out of the nest, so that into the standardization Of the reincarnation, then 18: 9 and 16: 9 panel price competition will become increasingly fierce.
Finally, Qiu Yubin said that with the panel supply restrictions gradually lifted, 1818 18: 9 penetration point of view 36%, the future 18: 9 panel will maintain the trend of high-speed growth, estimated to 2021 accounted for more than 8 percent. Will be able to stimulate the already saturated smart phone market.
2.LGD is expected to be allowed to go to China to set up OLED factory;
According to Reuters, Beijing and Seoul agreed to fix the relationship as soon as possible after a year of confrontation with the "Sade" dispute.
South Korea's Foreign Ministry said in a statement that China and South Korea agreed to strengthen cooperation and exchange in line with the interests of both sides, will accelerate the guidance of the two countries back to normal development track. Asia-Pacific Economic Cooperation Conference (APEC) November 10, 11 will be held in Vietnam , President of the Republic of Korea in the Yin will be held with the Chinese President Xi Jinping leadership leaders.
China's foreign ministry still reiterated its opposition to Sade's stance, but it would not be able to appreciate that the Sad anti-missile system would not target third countries and would not hurt China's strategic interests. South Korea stand and believe that South Korea can handle it properly.
According to businesskorea reported that South Korea panel factory LG Display (LGD) to China set up OLED factory case, South Korea's industrial and commercial resources under the jurisdiction of the Commission held a third review on Monday.According to informed sources, LGD under great effort to explain how to prevent the outflow of technology and Maintain the leading gap, so that the case passed the opportunity rate increased.
3. capacitive touch: a variety of touch panel approach;
Capacitive touch solutions meet the needs of most devices with touch screen paths such as PCB, capacitive and monolithic indium tin oxide (ITO), but decide which solution is the most intelligent for a particular use case , The most secure, size and power consumption and other factors are also critical ...
From the industrial, automotive, medical devices to smart phones and flat-panel and other consumer electronics applications such as the application of various technologies, can be found in the capacitive sensing technology (capacitive sensing) traces of the technology can quickly spread the main reason, Is that it can easily enhance the user experience of the device, so that manufacturers from the traditional switch to more attractive touch function.
The capacitive sensing technique also helps to reduce the number of mechanical components of the device, thereby extending the service life and size of the device.The combination of these features allows for a product with capacitive sensing as long as the design, calibration and control are appropriate Multiply.
Capacitive sensing technology is also widely used in touch keys and slider functions, especially in consumer, commercial and industrial applications, but the most common target applications are touchpad and touch screen. With low cost, responsive and energy-efficient sensors, and in a multi-noise environment can be stable operation, is the conventional requirements of today's market, but for most engineers is indeed quite challenging.
These challenges are particularly evident for the rapid progress of the Internet of Things (IoT) and wearable technology over the next few years, and consumers expect that these devices will not be able to provide a better experience than the existing Internet of Things devices, Many methods and designs are very different in ideal use situations, so engineers need to consider which capacitive sensing method is best for its application.
touchpad
For the user interface, the most basic touch sensing application is familiar with the Projected Capacitive Touch (PCT) touchpad. These designs are made up of the rows of conductive material layers between the glass plates . The application of a voltage in this grid produces an electric field that can be measured at each intersection, and when a conductive object, such as a human finger approaches and contacts the PCT panel, changes the electric field of the contact point and produces The capacitance is poor.
Engineers can implement PCT technology in two ways: self-capacitance touchpad and mutual capacitive touchpad.
The self-capacitance design is on a printed circuit board (PCB) and is surrounded by a ground pattern. Each sensor on the PCB forms a parasitic capacitance with the surrounding ground copper foil and the electric field lines at the top of the sensor. When the finger is close to the introduction of additional capacitance, resulting in electric field distortion. The main drawback of this design is that only one touch can be detected at a time, so it is a very cost-effective model, but only applies to the rear of the screen space Limited device.
However, the mutual capacitance sensing (mutual capacitance sensing) refers to the presence of two objects with charge between the capacitance) to achieve multi-touch detection, is ideal for large-scale display with a complex device design.When the finger touch The mutual capacitance between the two objects is reduced, and the touch controller recognizes the presence of the finger by detecting the change, and most importantly, each cross has a unique mutual capacitance that can be tracked independently.
In the case of a capacitive touchpad, the presence of a finger can cause a decrease in capacitance. Conversely, the extra capacitance applied by the finger from the capacitive touchpad increases the overall capacitance measured by the sensor.
Touch screen
Multiple capacitive touch panels can be combined to form a touch screen or touch panel for detecting the location of one or more fingers on a single glass plate. This technology has been widely used in mobile phones, tablet PCs and higher Wearable devices and other space-limited devices, and can be divided into PCB, capacitive and single-layer indium tin oxide (Indium Tin Oxide; ITO) touch panel and other three categories of applications.
PCB touch panel: low cost, low power consumption, but the manufacturing is difficult
The PCB touch panel is basically two or more PCB self-capacitive touch panels placed near the monitor. For prototyping and commercial equipment without space constraints, it is ideal if you can use a popular low-cost standard PCB process The size is usually a key parameter when designing the touch buttons of a PCB touch panel, but the shape and the distance between the pad pitch and the distance between the buttons should also be taken into account to minimize error detection.
Capacitive touch panel: more flexible, but the use of cases less
The capacitive touch panel has two layers of vertically stacked, highly conductive material, the ITO conductive layer, one for the column and one for the row. The key feature of the design is that each intersection has its own unique mutual capacitance, Touch controller independent tracking.
Capacitive touch panels are ideal for many applications due to their ability to provide multi-touch and easy to configure support for two or more touch panels. In addition, their ultra-thin module design is ideal for larger screen size applications select.
However, these designs are not without defects - the two layers of ITO required for the conductive layer are very expensive. Moreover, the capacitive touch panel power consumption is also very high, the controller's high sleep current leads to high power demand, not suitable Used to pursue a streamlined wearable product.
Single-layer ITO touch panel: low cost, low power and easy to construct
The single-layer ITO touch panel approach offers a number of advantages of capacitive touch panels at a lower cost, with the main difference being that the number of touch panels is pre-defined and therefore can not be flexibly changed like a capacitive touch panel Predefined features are very useful for size and arrangement of controller computing resources, which are very similar to capacitive touch panels from a manufacturing perspective, but capacitive touch panels use only a single ITO layer.
In determining the best fit for your application, engineers need to weigh all design advantages and disadvantages.As a whole, capacitive touch solutions can meet the design and functional requirements of most devices in a simple way, but to decide which The other factors that are the smartest and most secure for a particular use case, such as size and power consumption, are also critical.
eettaiwan
4. Taiwan panel output growth slowed down to wait for new technology to increase kinetic energy;
As the 2017 panel boom continued to rise, coupled with the relatively low base period in 2016, making Taiwan's large and small size panel output have significant growth, especially in smart phones as the main application of small size panel, the growth rate of more than 20%. IEKCQM It is estimated that the industrial output value of the panel industry in 2017 is NT $ 898 billion, an increase of 10.6% over 2016. However, in 2018, the panel outlook in Taiwan will slow down, and the industry must actively develop high-level technology for the next wave of growth Strength.
According to Lin Zemin's analysis, the panel industry boom will move from peak to smooth, because of the emergence of new technologies such as 18: 9 full screen and profiled cutting, panel makers need to transfer production energy to new technology Development .Therefore, the Taiwan panel industry in 2018 will be slowed down by the peak.
Lin Zemin pointed out that although the Taiwan panel industry in 2018 will be relatively slow in 2017, but if compared with 2016, will still have good results in 2018 Taiwan panel industry output value of about -1.7% to 1.0% Mainly benefited from the stability of Europe and the United States, the terminal consumer market warming, favorable growth continues panel industry trends.
In addition, China's demand pick up with 11 holiday ready to start tide, is expected to continue to increase export orders; coupled with the Taiwan industry toward the public display, automotive panels, gaming panels and other niche products or high-end technology development, product structure adjustment Profit will have positive help.
It is noteworthy that the new capacity of the Chinese panel began in 2017, such as the BOE 10.5 line is about to begin heavy volume .2018 years after the overall oversupply pressure will gradually enlarge; large size panel prices began to loose, coupled with the mainland China's high generation capacity Lin Zemin believes that from the past experience, the Chinese production line to be able to affect the Taiwanese products also need to observe the two seasons, it may be to 2019 to see the impact of the new electronic
5. Vincent sharing of OLED intellectual property experience;
On October 31, under the guidance of the Ministry of Electronics and Information Technology of the Ministry of Industry and Information Technology and the Protection and Coordination Division of the State Intellectual Property Office, the 'Intellectual Property Intellectual Property Classroom' (hereinafter referred to as 'Big Classroom') was held in Wuhan. The conference focuses on the intellectual property protection strategy of the organic light-emitting diode (OLED) industry. The government, the judiciary, industry experts and business experts jointly analyze the new opportunities and new adjustments of the OLED industry in the protection and distribution of intellectual property rights in China. Intellectual property protection and the use of a reasonable reference.In the big classroom, Vincent shared the experience in the field of OLED intellectual property.
OLED market outbreak soon
'Intellectual property' into the industry for the high ground
According to the latest report released by the relevant consulting firm is expected, the global OLED industry revenue is expected to reach 23.2 billion US dollars in 2017, 2018 and then increased by 50% to 34.9 billion US dollars to 2022 to reach 62.8 billion US dollars.
The report predicts that by 2019 global OLED smart phone panel shipments will reach 1.37 billion units, and in 2020 more than liquid crystal display (LCD) panel shipments.In addition to the smart phone market, OLED panel in smart watches, tablet PCs And the field of television penetration will rise, is expected in 2017 OLED TV panel shipments may reach 1.5 million units, by 2018 will be further increased to 2.4 million units.
With the bursting trend of the OLED market, the protection and development of the intellectual property rights of the OLED industry is becoming more and more important.With the continuous upgrading of the flexible OLED technology, the development process of the intellectual property rights of the flexible display technology has become the whole industry concern Of the focus.With the continuous development of flexible technology industry, as well as large-scale new products to ask the market, OLED industry, intellectual property protection and development is imminent.
In this regard, the industry believes that OLED technology is a promising future for the future of display technology for China's electronic information industry has important strategic significance.It is foreseeable that, OLED will become the mainstream display technology. Enterprises need to OLED patent layout and planning to do long-term plans to seize the industry development initiative.
Respond to national intellectual property layout
Weixin promise to establish the role of industry benchmark
Vigorously promote the steady development of intellectual property rights, the construction of 'intellectual property power' has been the focus of the national strategy layout in the State Council issued the "deep implementation of the national IP strategy action plan (2014-2020)" pointed out that intellectual property rights become increasingly national Development of strategic resources and the core elements of international competitiveness.Implementation of intellectual property strategy is a comprehensive deepening reform of the important support and protection, is to promote economic structure optimization and upgrading of the important initiatives.The "plan" further stressed that for industrial clusters, Industry and enterprises, the implementation of patent pilot pilot projects, to carry out patent layout, in the field of key technology to form a number of patent portfolio, to build support industry development and enhance the competitiveness of enterprises patent reserves.
OLED industry as a knowledge-intensive industries, is in the industrialization of the import period and the growth of technology, industrial investment accelerated, rapid growth in market capacity, China's OLED technology and industrialization level is gradually moving to the forefront of the world.
'Weixinuo focus on OLED industry for 21 years, participated in the development of China's OLED industry, the whole process, the current OLED industry in China's sales revenue ranked first in the global small size OLED market share of the first.' Weixin promise.
In response to the call of the national strategy to help the 'intellectual property power' to build a dream, Victoria letter Connaught always adhere to the technological innovation as one of the core competitiveness of enterprises, and continue to break through key technologies, master independent intellectual property rights, The application of intellectual property in the product, and gradually promote and implement.
Up to now, Vincent has already applied for 2,800 patents, and has undertaken four OLED international standards, five OLED national standards and three OLED industry standard development work, including the development of two flexible display of international standards.
OLED industry, intellectual property development needs to be improved
Weixin first to develop international standards
China's OLED technology is booming, patent applications are gradually increasing, but OLED is a number of countries of the strategic industry, the patent is also particularly important, so that our enterprises realize that OLED technology in order to improve international competitiveness, we must accelerate the OLED intellectual property Development, it is worth mentioning that, since the founding of the letter from the beginning of intellectual property in a very important position, attention to innovation at the same time, attention to the protection of innovative results, through years of efforts, the number of patent applications in China Ranking the forefront, which for the development of China's OLED industry can provide a reference for the road.
In the process of intellectual property rights in China's OLED industry, the occupation of the international high ground has become a new path for the development of OLED industry.In this regard, Weixin Connaught has taken the lead in the development of international standards for China's OLED industry, the internationalization of intellectual property rights to provide a guarantee.
In 2002, Vincent Connaught on behalf of China to participate in the development of international standards for OLED work; in 2009, by the Vincent led the development of 'IEC 62341-6-1 organic light-emitting diode display optics and optoelectronic parameters test method' international standard officially released , Which is China's leading development of the completion of the first flat panel display international standards.
2010, IEC start flexible display device corresponding to the international standard-setting work began, Victoria Connaught has been actively involved in the current two leading flexible display of international standards to develop work in order to accelerate industrial collaboration, help flexible display technology to the product Application of the pace of progress to improve China's OLED industry in the international competitiveness of the Vincent led by the development of the 'IEC 62715-6-2 flexible display device environmental test method' international standards will be unified manufacturing and terminal system development awareness, Thereby facilitating the standardization of flexible display products, accelerating and expanding the speed and scope of its market penetration.
The future, Weixin Connaught will further increase the OLED industry, patent layout, another international 'Chinese standards'.
6. 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.