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1, IHS: Hisense TV average shipping size first in the world;
Weixu News, recently, the world's leading market research firm IHS released the global color TV market statistics for the first half of 2017. Hisense LCD TV in the first half of Western Europe, North America and Japan and other developed markets outstanding performance, the average size in 2017 second Quarter reached 47.9 inches, more than Samsung, Sony ranked first in the world.
IHS statistics show that in the first half of 2017, Hisense TV sales accounted for 6.2% of the world, of which 4K TV shipments worldwide accounted for 7.8%, ranking third in the world.In the second quarter of 2017, the global LCD TV The average shipping size was 42.2 inches, while Hisense TV's average shipping size reached 47.9 inches, surpassing Samsung and Sony, ranking first in the world.In terms of shipping prices, Hisense LCD TV in the second quarter the average shipping price reached 437 US dollars, much higher than the average global LCD TV 386.2 US dollars.At the same time, Hisense TV in Japan, North America and Western Europe and other developed regions, shipments and sales, both a substantial increase over the previous year, on the big screen, 4K and smart The advantages of high-end market is more and more obvious.
In recent years, the global color TV industry, the market weakness, Hisense TV has been showing a trend of overseas contrarian growth.Hisense TV overseas high-end market, the main brand, with the pull of the brand pulling continued high growth in the international market, and with sports Marketing and sponsorship of the top European Cup and World Cup events. This has greatly shortened the time for overseas consumers to get to know Hisense, and their global reputation has rapidly risen.
2, TCL: Huaxing good order of full screen photoelectric products can be produced in the fourth quarter;
TCL Group (000100) ushered in institutional research November 8. In the semiconductor display business, the company revealed that its Huaxing power production capacity to enhance and continue to maintain full sales, orders in good condition in the fourth quarter.Current Huaxing power production has 2 Article 8.5 and a generation of 6 on behalf of the line, and is building a 11 generation line and the second 6th generation line .2 8.5 generation line and a 11 generation line in Shenzhen, the main production of TV panels. Wuhan, which mainly produces small size panels such as mobile phones, etc. In terms of overall screen, the research and development of Wuhan Huaxing Full Screen Products is underway and mass production is expected in the fourth quarter.
3, research: AMOLED panel costs may be lower than the LCD;
Research institute IHS pointed out that, considering the cost of the construction of the line, active OLED (OLED) manufacturing cost is higher than the liquid crystal display panel (LCD), but the material cost of AMOLED may be lower than the LCD panel.
IHS explained that the LCD panel requires a backlight module, but the AMOLED does not need a backlight module, and the material cost of the component is naturally reduced by a small amount. However, as the manufacturing cost of the AMOLED panel drops drastically, LCD manufacturers try to use the cheaper traditional amorphous Silicon panels reduce the use of low-temperature polysilicon panels (LTPS) of better quality and higher price to maintain cost competitiveness.
The latest cost analysis report from IHS shows a 30% cost gap between AMOLED and LCD panels for a 5.5 "high resolution full HD smart phone display.
IHS said that most AMOLED panels are currently manufactured at 5.5-generation fabs and LTPS LCDs are manufactured at 6-fabs. If AMOLED is manufactured at 6-generation fabs, the cost reduction will be Bigger
4, BOE and Hon Hai grab JDI, experts: not so simple;
Mainland panel factory BOE really intend and Hon Hai to grab the pro, Japan monitor company (JDI) it? Research institutions IHS senior research director Xie Qinyi bluntly, BOE requires JDI technology, do not need JDI capacity, the problem is not so simple.
In an interview with the Central News Agency, Xie Qinyi said that the statement that BOE wants to compete with Hon Hai for the right to operate JDI is not necessarily objective. In fact, when the BOE director gave a speech on a certain occasion in Japan, he was asked whether it is possible to acquire JDI or not. JDI busy, passive answer 'will consider'.
His analysis, JDI main small and medium-sized low-temperature polysilicon (LTPS) panel, Apple iPhone handset panel is one of the major suppliers, BOE in the phone-based small and medium size panel, then the future trend, the main organic light emitting diode (OLED) Panel, even though the low-temperature polysilicon panel is suitable for the back panel of the OLED panel, BOE does not need JDI's huge low-temperature polysilicon panel capacity, only JDI technology is needed.
If BOE shares JDI, Xie Qin Yi believes that just like Japan and Japan NEC, made OLED panel technology, but BOE only JDI's low temperature polysilicon panel technology, whether it is necessary to spend a lot of money to eat under the JDI's huge panel production capacity is still debatable.
Xie Qinyi said that if BOE shares or shares JDI, the biggest benefit is to learn as a JDI Apple suppliers know-how, after all, JDI is certified Apple suppliers, even if there is no urgently BOE OLED panel production capacity at this stage, but can still provide BOE Become an Apple supplier opportunities.
However, he said frankly, BOE and JDI have one thing in common between the two panel makers: there is government funding behind them and BOE has government support. JDI has 70% stake in the Japanese government-led Industrial Innovation Agency (INCJ) Guarantee, JDI borrowed a lot of money from the bank, the Japanese government can allow the government funds behind the BOI stake in JDI is a doubt.
At the same time, BOE can sum up to withstand the huge debt of JDI, and even after the entry, the face of technology is good, bad JDI, if there is a need to layoffs, whether the Japanese government support, are major issues.
From another perspective, Xie Qinyi believes JDI has faced the worst phase despite its operating pressure. In particular, while Apple introduced the mobile phone with OLED panel, it also confirmed that it will continue to introduce mobile phones using liquid crystal panels (LCDs), low temperature polysilicon LCD panel manufacturing process still have room to play
5, Apple owed, JDI annual profit first loss;
Global small and medium size LCD panel giant Japan Display Inc (JDI) announced after the Japanese stock market retreated in the last quarter (July-September 2017) on the 8th after the demand for high-end LCD panels in the Chinese market slowed down and the price between the Chinese panel makers The fierce competition and the increase in the use of OLED panels by smart phone factories dragged consolidated revenue by 5.8% to 185.268 billion yen from the same period of previous year. The consolidated profit showing the profitability of the Company turned from a surplus of 1.235 billion yen for the same period of last year to a loss of 123.64 YoY; the consolidated net loss of final profit was 365.77 billion yen, with the loss soared more than 6 times (up 642%) over the 4.929 billion yen of the same period of last year. The surge was mainly due to the cost of 13.8 billion yen structural reform.
Last quarter, JDI's mobile segment (including panel products for smartphones, tablets and mobile phones) reported a 6.6% decline in revenue to 1,480.26 billion yen from a year earlier, accounting for 79.9% of total revenue. The automotive / non-mobile device segment Revenue fell 2.2% to 37.241 billion yen in panels of consumer machinery such as machine / digital cameras / game consoles, panels for industrial machinery such as medical displays, and patent revenues.
JDI did not release 2017 (April 2017 to March 2018) financial estimates, but said that due to the estimated market share of smart phones with OLED panels will expand market share, coupled with competition, the new LTPS LCD panel The factory started to import production, leading to intensified competition. Therefore, it is estimated that the fiscal year 2017 will be reduced by about 15% to 25%.
Nikkei Shimbun, JDI Chief Financial Officer (CFO) Takashima Oshima held the earnings conference on the 8th, said the situation can not explain more for specific customers, but 'from North American customer orders as a whole is in a critical situation' .
The report pointed out that for JDI, 10-12 in previous years can be said that the 'Apple harvest', but this year, 'Apple' fear of closing income, and from JDI 2017 estimated revenue decline (15% 25%), 2017 JDI's consolidated operating profit showing the profitability of the Company is likely to surrender its debut 'loss report card' since its listing in 2014 (for the first time, the combined profit will fall into a loss for the IPO).
In contrast, the iPhone X with LCD panels has been sluggish, while the demand for iPhone X with OLED panels has been strong, and Apple even claims that the demand for the iPhone X is broken. "The iPhone 8 is generally regarded as playing the role of enhancing the innovation of the iPhone X."
Reuters reported that on the cooperation with external companies to assist JDI to carry out the operation of the restructuring, Oshima Long declared on the 8th, 'is currently negotiating with a number of enterprises' .Oshima Long declared the list of three cooperative enterprises conditions: 1. Can highly evaluate the technology owned by JDI; 2. Can pay the corresponding price of JDI; 3. Can build a win-win relationship.
JDI rose 0.42% on the 8th and closed 241 yen, down 27.63% so far this year.
6, Taiwan panel industry next year, flat-based products look good to play a large space;
Looking forward to the display industry situation in 2018, IEK predicts that the annual growth rate of Taiwan's panel industry output will be between -1.7% and 1.0%, with the overall performance roughly equal. Positive factors affecting the panel industry include: Europe and the United States in 2017-2018 Stable, end-consumer market warming, favorable continuation of panel industry growth trend.Secondly, the recovery in demand in mainland China with the 11 holiday stocking needs, export orders continued to increase in Taiwan.Individuals of ITRI suggested that the public display, car panel , Gaming panels and other niche products or high-end technology development, and product structure adjustment, in order to generate profits to help.
Looking back on 2015-2016, due to the sluggish global demand for electronic terminal products, global panel prices continued to plummet, affecting the output value of Taiwan's panel industry. In particular, the output value of major products such as large-sized panels declined for three consecutive years. However, in the second half of 2016, Market demand in Mainland China and the United States rose again. The rebound of export orders from Taiwan to mainland China has all the positive growth in the sales value of the entire panel industry, the export value, and the revenue growth rate of major manufacturers.
Summary The output value of Taiwan's panel in 2016 was RMB812.1 billion, a slight decrease of 0.3% as compared with 2015. The economy in 2017 continued to rise, and in the comparison of 2016 low base period, the output value of large-size and small-sized panels in our country all increased. In particular, The growth of small size panels mainly for smartphones has grown by more than 20%. ITRI estimates that Taiwan's panel output in 2017 will be 89.8 billion yuan, up 10.6% from 2016.
In addition, LED components in 2017, LED product output in Taiwan is expected to decline by 5% over the same period in 2016, the third quarter for the electronics industry's traditional peak season, so the terminal market demand gradually warmed, making the third quarter of Taiwan LED output value reached 240 billion Taiwan's currency, 5.2% growth over the second quarter. ITRI IEK pointed out that due to the LED backlight module market is saturated, so the overall output growth is still facing challenges .New Electronics