Set micro-grid launch WeChat IC: "Every day IC", big news immediately released, every day IC, every day set micro-network, micro-into a! Scan the end of the two-dimensional code to add attention.
1, BOE bounded Hon Hai to grab JDI stake;
Set micro-grid comprehensive report, the LCD panel leader BOE issued a statement, intends to invest in ongoing business reconstruction of the Japanese Display Company (JDI), formal and Hon Hai share SHARP competing investment JDI.
JDI is the leader in small and medium-sized panels in Japan, with Apple accounting for more than half of JDI's revenue and is also its largest customer. JDI supplies low-temperature polysilicon (LTPS) panels for the iPhone 7 and 7 Plus, but mismanagement and financial distress.
According to JDI's plan, the company will finalize its operation and reconstruction plan by cooperating with a number of enterprises by the end of March 2018. BOE, a state-owned enterprise, has become the world's leading LCD panel plant under the auspices of a government backed by Hit 1.6 trillion yen is building a new OLED factory in Chengdu.Once BOE is also interested in the shares JDI, then if there are many companies expressed interest in shares, the final may be decided by the tender, the Hon Hai Group will be competing with BOE JDI Of the dominance, but also will be the first cross-Strait panel industry shares in the case of wrestling.
Hon Hai is the largest Apple assembly plant, JDI is Apple's largest customer, Hon Hai has the advantage of being able to draw JDI through the apple. As BOE has two major advantages of capital and capacity, if combined with JDI technology, will become a full range of panels plant.
Sharp president Dai Zhengwu has publicly stated his intention to invest JDI, and shouted that if led by Sharp, he is confident that JDI turn for the better, and promised to maintain the employment of employees, technology will not be outflow .He also mentioned, Under the Japanese antitrust rules and restrictions, although Sharp can not participate in the JDI, but there are many ways to cooperate, and panel equipment and materials suppliers should be included in the panel industry Japan Union.
Hon Hai Group Chairman Terry Gou panel will be considered as an important strategic material, the industry believes that Sharp successful injection of JDI or even obtain the right to operate, will give Hon Hai Group homeopathy for a long time for the long-awaited iPhone panel orders. BOE announced investment in JDI at this time, the industry interpretation For the two major groups across the Taiwan Strait to fight into the chain of Apple's fight.
In addition BOE just mass production of OLED, technology and yield is not yet in place, Apple also requested BOE shipped OLED screen in 2018 to the iPhone, BOE is currently only lack of OLED technology, JDI technology through investment will become the South Korea After the factory, the second can supply OLED screen to Apple's panel factory, BOE will become a full range of panel makers with various technologies, Hong Xia and BOE will be more difficult.
Hon Hai Group in recent years, frequent international mergers and acquisitions and injection of capital case, the initial homeopathic Sharp, but in the fight for Toshiba Semiconductor case is not smooth, by the US private equity firm Bain Capital represented Japan and South Korea camp to 2 trillion yen "Road blocking." The JDI case again facing the BOE competition, much attention.
Wang Dongsheng, chairman of BOE, attended the Nikkei World Executive Meeting in Japan and delivered a keynote speech titled "From Display Devices to Smartwatch - The Way to Winning the Age of Things" In response to BOE's intention to invest in JDI, Wang Dongsheng said something about the Internet of Things Times challenges alone, it is difficult to succeed alone, have the opportunity to unite.Japan TV TOKYO reported that Wang Dongsheng said in an interview, intends to provide assistance for the operation and reconstruction of JDI.
2, Hon Hai spy cell phone lens Sharp Nakagawa Chi as a subsidiary;
Dali Liguang careful.Hahai Sharp actively investing mobile phone lens layout.Japanese media reported that Sharp intends to transfer investment Condor Chi shares increased by more than 50% into the consolidated subsidiary, is expected to be completed early next year homework.
The Nikkei Asian Review reports that Sharp intends to include Kantatsu, a mobile handset lender, into its consolidated subsidiary and is expected to complete the work by early next year to strengthen its position in the Apple supply chain.
The report pointed out that Sharp intends to hold the current 44% stake in Hong Tat Chi, convertible bonds by way of more than 50%.
According to the report, Hon Hai Group, through its investment in Sharp, incorporated Tatung into its subsidiaries to consolidate the production of mobile phone camera lenses and enhance the strength of Sharp LCD panels.
Hong Tat Chi is located in Tochigi Prefecture, Japan, and is actively expanding its smart phone camera lens in mainland China. Tatsu Tatsu is located in Lianyungang, China, Xinpu Economic Development Zone, the stronghold of the top 200 Apple supply chain included. Japanese media previously reported Kang Tat Chi in Jiangsu A plant near the establishment of a new plant, may be in Lianyungang, Jiangsu Province factory area, planning to start production capacity next summer.
Sharp actively invests in Sharp's mobile phone camera module layout.Japanese in Mie Prefecture, Japan Kameyama plant gradually set up camera module production line, the entire plant employees from 1 to 4000 to 4,000; in Vietnam co-production capacity of the manufacturer, the main camera model group.
Japanese media reported earlier that the camera lens manufactured by Hongda's new factory will be supplied to Apple's new iPhone by Sharpe, invested by Hon Hai. It is speculated that Hon Hai may actively cut into the next generation by investing in Sharp and Sharp's lens factory Conda, iPhone camera lens field.
Japan Daily News Quoted in mid-November, Sharp executives reported that Sharp's share of actual capital contributions to KT Corporation, including preference shares, rose from 18% in December last year to 44% by mid-January this year.
Sharp shares of about Tathagata around 44% before 2015, but after Sharp into crisis, unable to subscribe to Kangda Chi for the replenishment of the issuance of preferred stock, making Sharp's decline in the proportion of Kang Da Zhi actually funded last August Hon Hai formally after the acquisition of Sharp As the financial structure improved, Sharp further raised its contribution to Kangdazhi
3, Wing Wing TDDI shipments up to 10 million this season, but also layout of automotive applications;
Beijing time on November 08, China Touchscreen Network News, TDY to expand Unicom shipments into the field of AI vehicles. IC manufacturers drive Wing (3034) third quarter gross margin rose to 29%, single-season EPS 2.55 Yuan, Outlook In the fourth quarter, due to a slight decrease in SoC demand, revenue in the fourth quarter was about RMB11.16-120bn, gross profit margin slightly declined and TDDI shipments in the quarter could reach 10mn. Looking to next year, TDDI products Shipments up to the level of multiplication, and Lian Wing also layout of automotive applications, including automotive drive IC and vehicle vision with artificial intelligence, optimistic about the development in the automotive field.
In the third quarter of Synventive products structure, driver IC accounted for 65%, SoC accounted for 36%.
Unicom third quarter revenue of 12.4 billion yuan, quarter growth of 5%, gross profit margin rose to 29% in the third quarter quarterly earnings per share of 2.55 yuan. The third quarter mainly benefited from SoC revenue growth and weight Increase, increase revenue and gross margins upward Looking fourth quarter, UNIROOM pointed out that the demand for SoC will decline from the previous quarter, a seasonal factor, the driver IC's revenue is expected to maintain the same level with the previous quarter, But because of high gross margin SoC recession, it will also affect the gross margin performance.Union fourth quarter revenue in the 116-120 billion level, gross margin was estimated at 27.5-29%, the profit rate is about 11-13 %s level.
In the market concerned about TDDI integrated touch driver IC part, though Chai Yong backward but positive layout, the fourth quarter shipments have reached the level of 10 million next year there will be more than 10 million performance, Production is expected to double next year; while in the OLED part, mass production is expected next year, but still depends on the panel plant yield conditions.
On the other hand, the United Wing also layout of automotive applications, part of the car panel driver IC, UMC has entered the Tesla and Mercedes-Benz supply chain; In addition, UMC also introduced vehicle vision with artificial intelligence for the self-driving car Related concepts, you can detect whether the driver driving fatigue, the development of automotive AI field.
4, Ovid cloud assessment The global OLED TV retail volume in 2017 exceeded 1.7 million units;
With the maturing of OLED technology, the industry camp has been gradually expanded, the number of products has increased, and the mainstream channels have also accelerated marketing. Consumers' awareness of OLED TV has also been on the rise. The OLED TV market in China ushers in a rapid development period. By the year of 2017 Monthly retail sales of OLED TVs will maintain a rapid growth each month with 5 monthly double-digit growth rates. It is estimated that the retail sales of OLED in China will exceed 100,000 sets in 2017, with an annual growth rate of over 100%.
According to AVC Total Access Pushdown data, the 55-inch mainstream TV market occupies 74.0% of the size of OLED TVs in the first eight months of 2017, followed by 25.9% of 65-inch models. Structure, UHD occupy the mainstream market, accounting for 92.9%, FHD about 7.1%. Large size, UHD accounted for much higher than the market average.
According to Orville cloud big data shows that OLED TV worldwide shipments will reach 1.7 million units in 2017, an annual growth rate of 90% with the OLED panel technology continues to mature, new product categories continue to enrich the production of OLED TV machine More and more manufacturers, more profits continue to show the OLED unprecedented vitality, OLED TV has begun to achieve full mainstream.
According to Aowei Cloud Total Access Push data, the average price of 55-inch FHD products was RMB 9,481 in the first eight months of 2017, down 14.7% from the same period of last year. The average price of 55-inch UHD products 13,262 yuan, down 8.6% over the same period last year.Universal 65-inch UHD average price of 29,155 yuan, although a slight increase over the same period, but also experiencing a 2-year cut-off price.Product prices gradually close to the people, will increase consumer Product acceptance, is conducive to the popularity of OLED TVs.
Global OLED TV panel shipments were 400K in 2015 and there is only one supplier to LGD In 2016 LGD OLED yield improved and the global OLED TV panel shipments to 900K, accounting for the total global TV panel total Shipments of 0.4%. At present LGD's OLED TV panel production line yield has been significantly improved, shipments have reached 100K per month, can be doubled in 2017, to achieve 1750K shipments in the future with the production of good The gradual increase of the rate, the continuous operation of the panel factories and the influx of new entrants will gradually release the production capacity of OLED TV panels. It is estimated that the production capacity of OLED TV panels will increase to 2800K by 2018 and the production capacity in 2019-2020 will enter a period of rapid development. Business Times
5, the ultimate state? From the iPhone X to see the evolution of the display screen panel;
iPhone X amazing very, once launched detonated the market attention.This is not only because the iPhone comes with IP properties, but also because of the effect of a full screen is really interesting.However, you know the full screen experienced what stage it? Display devices Screen shape has undergone what changes? Today let us breakdown those years full screen of evolutionary history!
That is why the full screen LCD TV did not form a hot spot? This is mainly due to the larger screen size of the LCD TV screen does not dominate the visual effects accounted for. No longer so obvious.Especially in the market appeared more than 50 inches LCD TV, the edge of the issue becomes even more weak.
Black border and the frame is tasteless? There is reasonable!
Sharp is the first to launch a full-screen LCD TV label, and even it has also introduced 28 full-screen mobile phones, but due to Sharp in the face of the highly competitive Chinese market, has twice withdrawn, re-enter the market, its influence has been less prominent , So it is difficult to make people think directly to the deeper product features, just leave the brand's reputation.
Do not drill horns! OLED into a full screen breakthrough direction
It can be said that if the display of products still die LCD, it is in any case also can not make a 100% screen ratio of full screen products, not to mention but also to the headphone, camera, microphone, fingerprints and other parts of the hole, That is why mobile handset makers who want to pursue a full screen look to OLEDs.
Three fatal weakness, OLED go from here?
We want to pursue a full screen we have come to the OLED stage, but the OLED technology itself is also a flaw in three areas, first of all because of its self-luminous characteristics, so that its life expectancy is less than half the liquid crystal products, serious performance degradation The final screen of the OLED screen will blur into a ball.
The last is the brightness of the problem. Due to the self-luminous OLED self-luminous features, making it too bright at night when such brightness in the light off the use of the case will be more dazzling, part of the light on the phone to play the habit of users will be unacceptable. Even in the case of reducing the screen brightness, still can not adapt to the human eye under black light viewing.
What is the meaning of a full screen?
Full screen itself is not a technical product, but as a product description of the appearance of the characteristics of the market by the concern that such a concept can remain in the market is still in doubt. After all, we have to make a number of experience in order to pursue a full screen Compromise, such as millet in order to reduce the handset digging hole, and the application of bone conduction technology, resulting in the user listening to the call volume is too low.For another example, iPhone X abandoned the more convenient fingerprint recognition and choose to use three-dimensional facial recognition, pole Easily lead to recognition in the dark environment can not be achieved.
Editors' conclusion: When it comes to displaying products, you have to mention the screen. The visual effect of the full screen really shocks, but also the strong sense of technology without rendering can make people intuitively feel how far this concept can go. But we are convinced that the development of display technology will not stop, the screen experience will be more advanced.I believe in the near future, similar to the concept of laser TV 'no screen' will become a hot spot, Technology will make life better! Zhongguancun Online
6, former 'upstart' have frustrated Internet TV collective 'winter';
The annual 'double 11' approaching, the battlefield filled with smoke, but it is difficult to see the figure of the Internet TV brand .In two years ago, a high-profile Internet brand into the television circle, now no longer scenery, the market share dropped significantly. The impact of price hikes in raw materials, many brands are caught in the 'can not afford to burn' situation, dilemma .InternetTV 'upstart' is now collectively winter, some financial strength of the small brands at any time facing the outgoing.
The old favorites have been frustrated
In the first two years, all parties and forces got together into the field of Internet TV and became a 'fan favorite' in the television circle for some time. However, the good news is not long. Some of these former nobles experienced some twists and turns, while others were experiencing a ' '.
Recently, the Internet TV brand 'Shang Shang' was exposed layoffs, arrears of supplier arrears and other issues.Reporter to 'see still' verify, a staff member confirmed that the company is ongoing staff optimization and restructuring, and explain the reasons Said panel costs rose, the industry experienced the cold, the company business restructuring. '' Look still 'is expected to be announced next month, the adjustment results in the case of not completed the restructuring of the temporary no new products listed at the same time, 'Acknowledged the postponement of the settlement project but said that they were both postponed with the consensus of both parties.
As the industry's 'head brand', the setback suffered by LeTV is almost fatal.Last year, influenced by the crisis of LeTV system, the industry expects LeTV to sell no more than 2 million units this year, only last year's sales of 6 million units One third of this year, as early as this year, LeTV has promised to "save 7 million and fight 8 million units." It seems so far out of reach.
Music in the crisis TV has recently been 'sold themselves' rumors ridden.' Music TV is licking the wound, can continue to live remains to be seen. '' Orville cloud display devices and systems division Cui Jilong, deputy director of the study that Le TV as the two Year accumulated a large number of users, in fact, continue to expand the operation of the opportunity, but music as recently often been involved in a variety of media whirlpool, leading to unpredictable prospects for the world more pessimistic.
A bit of business model does not turn
Behind the scenes of the two Internet TV brands, LeTV and 'Shang Shang,' is the silence of the whole industry. Unlike the traditional TV brands that are dedicated to hardware and quality, the Internet TV was selected at the beginning of a different track - Cheap hardware, staking their money to acquire and operate users, making money by content. Since 2015, more than 10 emerging Internet TV brands have been killed. Almost all brands follow this 'faultless' business logic, backed by capital Rob user.
Data show that in the middle of last year, Internet TV market share was as high as 20%, but the latest statistics show that the market share is only 12% .Le music as the crash, falling storm stock prices, so that Internet TV's business model Questioned.
Since the end of last year, the prices of TV panels have continued to rise, while the panels have accounted for more than 60% of the total cost of TV sets, which has led to a sharp increase in the cost pressure of Internet TV brands. "Many Internet brands suddenly found it hard to burn. Said that traditional brand TV due to have a complete industrial chain, the impact of price increases by the panel is relatively small.Hong Shibin appliance industry experts also believe that after all, the television can not do without the hardware, traditional TV brands turned the Internet, the Internet TV squeeze It is obvious.
In addition, the scale of acquisition of Internet TV users significantly lower than expected, but also gradually lose the patience of the capital. 'TV industry itself is not high concentration, competition is fierce, so many Internet brands broke in, access to users harder.' Cui Jilong Said.
According to the data provided by him, the current number of users, LeTV as the largest number of users, about 10 million, ranked second millet TV is expected this year's annual sales of 200 million units, the cumulative number of users may have more than 400 However, other such as micro-whales, PPTV, Storm, the number of TV sales generally less than 1 million units, the number of users is only a few hundred thousand, which is obviously far from expected.
Who can survive the winter?
Internet TV selling a loss of almost a well-known.Feng Feng Group CEO Feng Xin has revealed that each sold last year, a storm TV, will be a loss of 300 to 400. Rely on content subsidies hardware, although it looks beautiful, but can not escape the loss Reality. Internet TV did not lead to sustained changes in the industry, on the contrary, fell into a survival crisis.
Cost increases, resulting in a loss for each will now have more .If the direct price increases, the lack of brand appeal of Internet TV can not sell out.Cui Jilong analysis, dilemma, basically all brands are going down, try their best to survive To see if there is a turnaround next year.
The industry generally believe that some small brands of Internet TV funds could not hold up, down is not surprising that individual Internet brands now rarely see new products, but also almost no sense of existence.
In contrast, traditional television has launched its own sub-brands in the game with Internet TV, such as Skyworth Cool, Konka KKTV, Hisense VIDAA, TCL Thunderbird, etc., and the gap with Internet TV content has been very weak.