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 new panel production line but from the South Korea OLED monopoly is far worse;
Sina Technology Yang Zhongqi At the end of last month, BOE announced the official launch of the 6th generation flexible OLED panel production line in Chengdu. This is the first 6-generation flexible OLED panel line in China that is the second in volume production in China, OLED panel market monopoly pattern.Beijing A shares also with the news once soared, the company's market capitalization once exceeded 200 billion mark.
With the launch of the iPhone X, more and more mobile phone, tablet, TV and other manufacturers began to switch from the traditional LCD screen into the arms of the OLED panel.According to research firm IHS Market predicts that this year, 36% of smart phones equipped with flexible OLED screen While the proportion will rise to 53% by 2020. Another Ubiresearch research report shows that in 2016 AMOLED panel sales increased by about 38%, while in 2020, this figure will rise to 49%, reaching 717 Hundreds of millions of dollars in sales.
Zhang Yu, vice president of BOE, revealed to the media that a total investment of 465 billion yuan will be put into mass production on the 6th generation of OLED chips of Chengdu Chengdu on October 26 with a planned production capacity of 48,000 pieces per month (1850mmX1500mm). However, public data shows that only Huawei, OPPO, Vivo monthly flagship shipments to more than 1 million units, due to limited production capacity, OLED display device market as a whole was in short supply situation.
Although the industry generally believes that driven by the demand of downstream terminals, OLED panels will show explosive growth in the next few years. In addition to the BOE, Huaxing, Tianma, and Hui Optoelectronics, Flextronics and Visionox have successively announced AMOLED production line started, but the Chinese forces in the field of OLED and did not expect optimism.
Foreign companies master the core technology
If the panel industry companies classified, then it can be divided into three categories: upstream, midstream and downstream.Among them, the upstream industry as the core material, key equipment, glass substrate, midstream enterprise panel manufacturing, module assembly, the downstream enterprise for mobile phones, Wearable, TV and other terminal manufacturers.
BOE, Huaxing Optoelectronics and other enterprises, belong to the midstream OLED business, although increased the layout of related industries, but the key equipment, core materials, components mainly in Japan, South Korea and other upstream companies hands.
When it comes to OLEDs, I have to say that there are two major Korean companies, Samsung and LG.
OLED display technology and the traditional LCD display in different ways, without backlight, using a very thin coating of organic materials and glass substrates, when the current through these organic materials will be glowing. And the OLED display can be lighter and more Thinner, more visual angle, and can significantly save power.
South Korea's Samsung Electronics started making OLEDs in about 2000 and flexible OLEDs in 2005. With more than 10 years of manufacturing experience, Samsung Electronics occupies more than 90% market share in small-size OLED displays and occupies the dominant position.
OLED screen can actually be seen as the innumerable tiny red and green light bulb polymer, through the three color ratio changes in order to achieve different colors show.But the red, green and blue three kinds of organic materials have different life expectancy, red , Blue sub-pixel life is much lower than the green sub-pixel, which resulted in the screen after a period of use, the overall picture was significantly green.
In order to solve this problem, Samsung has created a PenTile sub-pixel arrangement. In simple terms, the traditional RGB pixel arrangement requires that all sub-pixels have exactly the same area, shape and arrangement, except for the color (but the arrangement is also obvious) , All the sub-pixels look like each other copy.
However, the screens under the PenTile arrangement are easy to distinguish due to the arrangement. The most common situation is that the three colors of sub-pixels not only have different areas among each other, but also have different shapes and arrangement positions. Therefore, It looks like the entire pixel unit consists of RGB sub-pixels. In some special arrangements, the sub-pixels of a certain color may be circular, while the other two sub-pixels are large and narrow.
Although reducing the sub-pixel, sacrificing the accuracy of the display at the cost, but with the further increase in mobile phone resolution, PPI upgrade to make up for the accuracy of the problem, then in exchange for the screen life, power consumption advantages.
However, this theory is overwhelmed by the large size of the OLED screen, and the pure RGB OLED has to face the problem of high power consumption, low yield and the accuracy of the image, especially the problem of image precision. At present, the industry resolution is 4K and the display panel The size is getting bigger and bigger, subpixel loss will result in a significant decline in the display screen.
Large-size OLED screen has become the world of LG Display, by adding white pixels in the sub-pixel, to ensure the accuracy of the screen while also improving the overall picture brightness and contrast.
The WRGB approach has many advantages in achieving high color gamut and high resolution, such as the ability to compensate for blue through color-boosting techniques for high color gamut. Color-boosting also enables smaller pixels to be produced in large size And ultra-high-definition panel manufacturing process to demonstrate the advantages and can make the product in any viewing angle can show the same color.
In addition, LG Display's WRGB technology uses oxide-based TFTs rather than traditional LTPS TFT backplanes, since LG Display can partially convert existing LCD production lines for the production of oxide backplanes , The choice of oxide backplane also optimizes the OLED panel function in terms of light transmittance and color reproduction, etc. Finally, the overall cost of the screen is reduced and the yield is improved.
China's capital layout OLED long way to go
Zhang Yu, vice president of BOE, believes that the competitive landscape of the global panel industry will evolve into the 'two strong (China and South Korea) hegemony' contest from the current 'Three Kingdoms' (Korea, Japan, Mainland China, and Taiwan). Analyst Song Yu also said that the new global OLED display competition began to dominate the Chinese mainland gradually tilt.
Japanese companies first developed OLED, but decided to withdraw altogether. Now Japan Display (JDI), Sharp acquired after the acquisition by Foxconn resurfaced generation 6 OLED panel production line; while China Taiwan has been tracking OLED, but so far no bulk supply.
IHS predicts that in the ensuing years, South Korea will still be the country with the highest market share and the absolute leading market share, but China will have the fastest growth and investment. By 2020, China's OLED production capacity will occupy the global production capacity 28% or so, becoming the second pole of the global OLED supply.
However, Yu Yuanwen Guoyuan Securities believes that the active participation of domestic manufacturers, but still in its infancy.China's major manufacturers of intermediates and monomers supply crude, sold to the patented enterprises.
At present, enterprises in mainland China need to focus on solving the embarrassment of the upstream core equipment and materials in the long run, especially in the evaporation equipment, in addition to rapidly crossing the two basic stages of capacity ramp-up and yield improvement. Materials, to a certain extent, restrict the development of the mainland OLED industry.
In addition, in the short term, because of the accession of Apple, points of thinning resources, and China's new supplier of production ramp up there is a process, so the global flexible OLED screen will be in short supply in recent years.
Li Yaqin, deputy general manager of Qunzhi Intelligence Group, said in an interview with the media that with the active layout of the 6th generation of OLED lines in mainland China, the long-term demand for small and medium-sized OLEDs will not be ruled out.
2, the world's first ultra-wide 2500mm polarizer production line settled in Kunshan, to fill the gap;
November 9, Kumashan, the United States opened the world of materials Technology Co., Ltd. and the world's first 2500mm ultra-wide-format high-speed polarizer production line was held at the ceremony.Kunshan Municipal Committee, mayor Du Xiaogang said that this production line will fill the mainland high-end large size polarizer blank.
Polaroid is the liquid crystal panel upstream of the raw materials for the liquid crystal display panel has an important effect, the screen without the polarizer absorption, reflection, scattering effect, the picture can not be displayed.
The rapid development of the domestic panel industry, the size of more than 65-inch large and growing demand, large-size polarizer and therefore a huge market space.
In February 2014, the board of Chi Mei Group of Taiwan decided to invest Kunshan's Chi Mei Materials Technology Co., Ltd. in Kunshan Optoelectronics Industrial Park to produce optoelectronic materials products that mainly include polarizer films. The settlement of the company fills the gap in the field of high-end polarizer films in mainland China .
In May 2017, the company completed the construction of a 1490mm wide polarizer production line with an annual output value of about RMB960 million. After that, based on the good market prospect of the polarizer and the strong technical strength of the company, the company occupied a relatively high share of the domestic polarizer market , The company decided to expand the second-phase project to build a 2500mm ultra-wide-format high-speed polarizer production line based on the existing one production line, which is reportedly increased by 170 million U.S. dollars.
"After the completion of the second production line," Kunshan's Chi Mei "overall annual production capacity will reach 40 million square meters, and the product yield rate of 90% or more, to better meet the mainland market demand for large-size panels." Kunshan The Chi Mei Materials Technology Co., Ltd. Vice Chairman Huang Yuan said.
He Zhaoyang, chairman of Taiwan's Chi Mei Group, said the project is also working with the world's most advanced polarizer manufacturer Nitto Denko to solve the large-size polarizer production technology bottlenecks.
"The second production line of Kunshan's Chi Mei will lead the international standard for large-sized polarizer: high cutting rate, larger output, lighter refreshing degree and higher degree of polarization at the same time. Downstream business investment Kunshan. "He Zhaoyang said. China News
3, Sunny Optical shares rose sharply optimistic about the Bank of Shunyi technology performance;
China Securities Journal rose 5.59% on the day following the previous, Sunny Optical Technology (02382.HK) continued strong upward on the 9th. The stock closed at 139.5 Hong Kong dollars that day, turnover of 2.394 billion Hong Kong dollars, the latest total market capitalization of 153 billion Hong Kong dollars.
Recently AMS (Austrian Microelectronics) announced that it has entered into a strategic cooperation with Sunny Optical, a subsidiary of Sunny Optical Technologies, to jointly develop and market 3D-sensing lens solutions for mobile phone equipment and vehicles for use in foundries in China and around the world Production. "AMS notes that the combination of both parties' strengths in optical sensing and imaging space provides a compelling solution for growing OEMs in handset OEMs and system suppliers, as well as enabling competitive performance in high-performance AMS is the world's leading designer and manufacturer of high-performance analog integrated circuits that develop and manufacture industry-leading semiconductor products such as custom and standard analog semiconductor products, including custom integrated circuits and high-end Performance standard product solutions.
Several large firms released another study on the 9th, expressing optimism about Sunny Optical's market outlook. Morgan Stanley said the Sunny Optical target price raised from HK $ 130 to HK $ 155 and "overweight" rating. Term growth rate from 16% to 17.5%, Sunny Optical continue to expand the production capacity of mobile phones to meet the demand, while in the Mainland, the dual-lens manufacturers can maintain the market leading position.Car lens growth remained stable, next year is expected to related income year after year Rose 40%.
Bank of America Merrill Lynch issued a research report, said the bank's positive view of Sunny and AMS cooperation, the two sides can combine their strengths to provide a full range of 3D-sensing lens solutions to increase market utilization.The bank expects Sunny to become 3D The major beneficiaries of the trend of sensor upgrade are that the business will contribute 22% of the company's revenue by 2020, maintaining Buy rating and a target price of HK $ 150.
4, King extension OLED manufacturing equipment to open up the industry chain;
With the popularization of personal terminals, the future will be the era of 'terminal win' .In order to comply with the development of the times, and comprehensively enhance the value of enterprises, brands and core competitiveness, Jin Tuo shares recently held a new vision of the new photoelectric display equipment release Will 'mainly introduce the special equipment in the field of photoelectric display, including OLED packaging technology solutions, 3D curved glass laminating machine, full-screen COP bonding, ultrasonic fingerprint module bonding automatic line, automatic external compensation equipment, all Automatic laminating machine, spraying machine, exposure machine, such as developing machine.
China's own brand OLED market opened
Jin Tak shares general manager Mr. Xu Deyong said at the meeting, Jin extension shares have always insisted on independent innovation, and strive to provide customers with satisfactory service .In many years to serve the international brands in the process, Jin extension shares professional and lean management , Sound intellectual property and so on, so Jintao shares in the field of photovoltaic display has a strong productivity and delivery capacity to be.
China Optics and Optoelectronics Industry Association LCD branch executive vice chairman and secretary general Liang Xinqing also said at the meeting that China's semiconductor technology to start much later than the advanced western countries, panel display technology is also the same, technically lag behind Japan, Taiwan And South Korea.But with the domestic panel factory these years to catch up, the speed of building the panel has exceeded the foreigners forecasted.After more than 10 years of breakthrough development, China's display panel has caused the world Concern, especially in the large size of China has occupied a great capacity advantage.
Mr. Liang Xinqing, once a director, executive director, executive vice president and party secretary of BOE Technology Group Co., Ltd., is very familiar with the development process of China's display panel and is also very alert to the many industry dilemmas facing China's panel.Liang Xinqing pointed out: Many technologies of the display panel are derived from the semiconductor technology. However, China lacks the accumulation of related industries. In particular, it faces many new challenges in the AMOLED small panel market. However, Chinese manufacturers have already made active investment in AMOLED. Strive for the future but also in technology and capacity, to meet the needs of localization.
Mr. Liang Xinqing affirmed Japan, South Korea, Taiwan enterprises in the semiconductor industry had a huge investment, in particular South Korea's Samsung in the field of AMOLED very early layout, forming a very strong closed industrial chain, occupies a very high market share in the smart phone display The status, with AMOLED manufacturing the core competitiveness.
Mr. Liang Xinqing said that because AMOLED is a single-layer display structure, the technological innovation of smart phones is of great significance, the market demand and capacity gap is very large. AMOLED panel industry in China to do a good job, not only invest a lot of capacity can be solved, but also Considering the conversion rate of production capacity, for example, the equipment needs to ensure the cutting rate, operating rate and yield, at present, it is difficult for domestic and even the world to reach 80% yield.
Mr. Liang Xinqing also pointed out that last week, BOE flexible production line has been put into use, follow-up Chinese panel makers will have more capacity to put into operation one after another, flexible display market demand for the future is very large. Jintroop timely introduction of new products OLED market grasp, Is expected to promote the transformation of the entire industry to a higher level of technology upgrades and breakthroughs which due to AMOLED high precision than the LCD, the production process requires frequent testing procedures, equipment R & D investment in this area is very large.Liang Xinqing hope that the entire industry at the key Process equipment together, only equipment manufacturers to panel manufacturers and manufacturers work together to research and development, and jointly promote technological progress in order to make China's new display industry bigger and stronger.
Open the back of the OLED manufacturing technology and technology
JinTuo shares of this release of equipment, focused on solving the front panel of smart phones OLED module manufacturing technology and manufacturing process, in a sense, Jin Extension shares should be in addition to South Korea, Japan, manufacturers rarely rare Possession of OLED after the module processing module of a full set of equipment manufacturers and JinTuo shares these devices successfully released, and in the client's validation trial, fully able to achieve the industry's first-class level of production, but also for the OLED industry in China opened up the future The smooth release of production capacity.
Among them, related business divisions released protective cover processing equipment such as spraying machines, washing machines, exposing machines and developing machines, DEMURA display effect detection and external automatic compensation equipment; and the flat panel project department released OLED packaging technology solutions, 3D Surface glass laminating machine, full screen COF & COP bonding, ultrasonic fingerprint module bonding automatic line OLED module packaging and processing equipment; packaging project department is releasing a new type of automatic camera fitting equipment.
New equipment from the OLED module assembly hard screen COF process, the beginning of the COP process of flexible OLED, OLED display to the quality of detection and external compensation DEMURA, to OLED and protective cover all fit, and supporting the plane and double Surface protection cover decorative glazing film laminating, four-surface protective cover decorative coating spraying / exposure / developing production line, supporting the OLED screen optical / ultrasonic fingerprint module packaging production line, supporting the new fully automatic camera fitting equipment, For the new smart phone to better meet the future OLED full display technical requirements, providing high quality, high efficiency OLED display module complete solution.
Many of these new devices are industry-leading or completely innovative in their implementation, such as the OLED module assembly line that improves the platform stability by improving the processing accuracy of the device, improves the bonding pressure, and the temperature control pressure range and manner Bonding quality, which can achieve the production beats, work accuracy and other indicators in the client validation trial, the production efficiency and quality, have reached the industry-leading level.
Such as the OLED display detection and DEMURA external compensation equipment, Jin Tuo shares taken a flexible configuration, the hardware design options to enhance the problems that plague the industry productivity.Functional modules support independent off-line use or take the automated production line module Modular software features: can support customer algorithms (to be customized, non-free items), and to ensure that the formation of automatic production line, the production line can be free maintenance and replacement of equipment and so on.
JinTuo shares the display module fully meet the equipment, can meet the 3D curved glass cover and explosion-proof membrane, Deco-film, Sensor Film, protective film processes such as the whole fit, the principle is mainly through visual positioning In the vacuum state of heating and pressing for bonding, the use of advanced automatic alignment system. Independent control of the double-bit operation, production efficiency to achieve industry-leading.
In order to adapt to the decorative coating spraying / exposure / developing production line of the four-surface protective cover application in the smart phone industry, the spraying equipment can be processed for spray proofing oil, UV curing hard oil, ink and the like. The thickness of the spraying can be from 1-40μm adjustment (refer to the technical specifications of the solvent particle size), the XYZ axis linear module all adopt the completely closed form to prevent the ink pollution.The exposure / display device has the advantages of high visual positioning accuracy, the equipment adopts the hanging robot to load / unload, Saving space, steady acceleration and deceleration, adaptive speed of continuous motion trajectory, vibration suppression.Using two CCD positioning devices, the device correlates with fine positioning device to accurately calculate the compensation value and visual positioning accuracy.Using UV LED parallel light, parallel Half-angle adjustable docking docking device, the final exposure curing process.
In order to solve the problem of full-screen fingerprint recognition technology, Jintroop's OLED screen optical / ultrasonic fingerprint module packaging production line, from automated substrate handling, calibration, EC wiping and plasma, ACF attachment, FPC preloading, AOI testing, the whole process, only one person to carry out operations, pressing precision: +/- 15um, bonding efficiency: 4-4.5s / pcs, high degree of automation equipment, process unmanned contact, significantly improve the yield, And save a lot of manpower.
The new automatic camera fitting device is suitable for the module within 25mm * 18mm, the device consists of automatic loading and unloading machine and the host two parts.Double-head synchronization dispensing, at the same point point of vinyl and silver plastic process, can significantly increase production Efficiency; glue plastic software to identify the plastic shape, can cut off the plastic, lack of glue and other defects to determine and prompts to ensure the quality of dispensing. Fitted with Z axis linear motor, the pressure can be as small as 1 cow, to ensure product uniformity and Stability; fit and take the material simultaneously, without disturbing each other, to ensure the fit efficiency; PostBond testing after bonding, the software automatically identifies the accuracy of the fit, the formation of curve fit and display the accuracy of the data to provide pre-fit location Function, to ensure the fit accuracy and process stability; bottom camera fool-proof function, effectively prevent mixing, wrong material, anti-material, to ensure product quality; DD rotating motor, to ensure consistency of feeding, providing three material cache Bit, improve efficiency; clip TRAY CVM lifting components, each clip 5 cache material within the magazine to reduce the number of operator loading, improve efficiency.
With advanced design concepts and industry-leading technology, breakthrough in the latter part of the OLED processing technology and process barriers Jin Extension shares of these new products is to meet the smart phone industry for flexible OLED display panel production needs, based panel manufacturers and display module manufacturers The actual application scenarios, combined with JinTuo shares more than 10 years in the SMT automated processing industry in the accumulation of experience, as well as intelligent machine vision inspection products such as AOI, 3D-SPI and other visual fields of technology precipitation, and then absorbed into the semiconductor industry equipment Manufacturing advanced design concept, developed a world-class post-OLED manufacturing equipment, highlighting the growing strength of China's own-brand equipment companies catch up with international counterparts and previous in this area, whether it is technology or equipment, is almost complete Monopolized by foreign manufacturers.
Only in the above OLED display test and DEMURA external compensation equipment, in terms of automated production line set up, in addition to meet the OLED production and processing, to meet the industry's highest requirements of the production beats, but also to ensure that the entire line of non-stop line equipment Maintenance and replacement, previously in the industry is unprecedented, proof of this extension Jintao equipment not only the technical stability of the industry reached the top level, and its advanced design concept also led its production efficiency substantially ahead of peers, indicating that China's equipment manufacturers have from the past Technology to follow is leap to technological innovation.
Not to mention its super high efficiency and yield of the all-fit equipment, the same substantial solution to the OLED industry module capacity growth rate of the problem; and the first OLED screen optical / ultrasonic fingerprint module package production line, let OLED products to achieve a comprehensive display technology, there is no fingerprint identification how to produce the assembly technology and process concerns; new full-automatic camera fitting device is a full screen OLED display module with ultra-small front camera module, and configure the rear multi-camera Module to solve the problem of processing yield and production efficiency.
At the press conference, well-known enterprises such as Ophelia, Bern and BlueScene, as well as end users such as Vivo, Meizu and OPPO, were invited to attend and relevant customers paid great attention to the newly developed equipment of JinTuo Co. In fact, Some of them are also involved in the verification and improvement of key processes of equipment. Through the demonstration of on-site viewing equipment and the technical explanation of JinTu shares professional and technical personnel, many of them gather many resources for JinTuo shares and overcome many OLED manufacturing The process of technology and technological difficulties expressed admiration, but also for China's new display industry enterprises, finally able to have world-class independent brand equipment available feel pleased.
According to the industry situation of mobile newspaper online, in the next five years, the demand for COF / COP devices for OLED modules in the smartphone industry will be about 2,000 units / set, and that for OLED testing and DEMURA external compensation devices will be about 20,000 units / sets , OLED all-fit equipment is about one thousand / sets, the corresponding market capacity of 20 - 3.0 billion, 200 - 250 billion yuan, 10 - 1500 million yuan, which does not include the basis for the matching of these devices Facilities, fixtures and other ancillary equipment expenses.Jin shares in the extension from the equipment level through the OLED after the module processing technology and process barriers, not only to help China OLED industry has made significant contributions, but also for the future development of Jin Tuo shares Performance growth, opened up a huge market space. Mobile newspaper online