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1. BOE 10.5 on line next month will be put into operation in Hefei, the core technology up to the industry-leading level;
Set micro-mesh news, November 14, BOE Global Innovation Partners Conference 2017, BOE Chairman Wang Dongsheng said that originally scheduled for production in 2018 Hefei 10.5 line will be put into operation early this year in December this year.
It is understood that 10.5 on behalf of the line is mainly based on ultra-high definition (8K) and large size of the display market demand. BOE Hefei 10.5 on behalf of the line in 2015 investment in construction, was the world's first 10.5 generation screen production line, is currently the highest generation, The largest size of the LCD project, the project was originally expected to put into operation in 2018. In addition, the BOE also announced in August this year to build a second 10.5 in Wuhan line.
In fact, June 26 this year, the BOE Hefei 10.5th generation TFT-LCD production line officially started the process equipment, which was 35 days earlier than originally planned.Then the project will be the installation of process equipment commissioning and production line trial and Advance into the production phase.
This total investment of 40 billion yuan BOE Hefei 10.5 generation TFT-LCD production line, mainly the early production of 65/75 inch 8K ultra-high resolution LCD-based design capacity of 120,000 per month glass substrate (3370mm × 2940mm ). The automation and intelligent level of the overall equipment of the production line and the core technology adopted by the industry have reached the advanced level in the industry. Its construction and operation will open a new milestone in the global display field.
10.5 generation line (glass substrate size 2940mmx3370mm) compared to 8.5 generations of lines, large-size television cutting obvious advantages, such as cutting 65-inch, 8.5 on behalf of the line can only cut 3, and 10.5 on behalf of the line can cut 8, and cutting efficiency Up to 95%. 70 inches or 75 inches, 10.5 generations can be cut to 6 lines.
According to the CINNO Research Quarterly Global LCD Panel Shipments Statistics Analysis Report, the sales volume of 55-inch and above products continues to grow rapidly. In the first quarter of 2017, global LCD TV panels sales volume increased by 58%, 65 inches and 55% The above is more significant, shipments growth rate of up to 93%.
However, the 65-inch and above large-size TV screen market is almost monopolized by Sharp, Samsung and LG, and the supply share of domestic panel makers is less than 1% .But the BOE 10.5 on behalf of the official production line, the domestic panel companies will be large-size TV screen area To achieve a 1% global market share breakthrough.
In addition, the HD panel Wang Dongsheng also share the BOE vision, Wang Dongsheng hope to achieve 'promotion 8K, universal 4K, alternative 2K, application 5G', because the resolution of 8K universal access to high-speed network bandwidth, only when high-speed network bandwidth (Such as 5G network) popularization, 8K screen will come in handy.
2.AR / VR needs to take off Micro-LED into display preferred;
As the augmented reality / virtual reality (AR / VR) application takes off, the associated display needs considerable attention as AR / VR uses a head-mounted device screen that is very close to the eye and displays the best pixel density Will look at 2,000ppi, far beyond the current LCD, OLED display can reach the level, but Micro LED has the opportunity to achieve this goal.So, Micro LED will have a great chance to become AR / VR headset selected display technology.
ITRI Institute of Electronics and Optoelectronics Systems Wu Zhiyi analysis, AR / VR headset display has two main display quality requirements: response speed and pixel density. LCD's own material properties can not meet the AR / VR required speed threshold , So its display delay may cause some users dizzy; OLED response speed is fast, but the pixel density of about 1,000ppi will reach the limit, it is difficult to reach the AR / VR required 2,000ppi. However, the above two requirements are Micro LED is able to meet, therefore, AR / VR applications will become an important battlefield Micro LED display, but also an important goal of ITRI in the next few years.
In addition, Micro LEDs can be placed on almost any substrate of different materials, including glass substrates, PCB substrates or flexible substrates, making Micro LED technology a viable future for flexible panels.
Wu Zhiyi further mentioned that although Micro LED has unique advantages in the field of AR / VR, the largest market will always be consumer products such as mobile phones and TVs, and LCDs and OLEDs have been quite mature in this field. If Micro LED Join the competition, we must wait until the cost down to the LCD and OLED close to the point where universal access, but because of Taiwan's Micro LED supply chain is very complete, whether it is process technology, transfer, IC design and other professional are in Taiwan Technology.Will be further integration of materials, systems and other domestic and foreign manufacturers in the future, Micro LED still have the opportunity to become the mainstream of the next generation display technology.
Wu Zhiyi believes that Micro LED TV will have a chance to appear on the market around 2020. However, if it is to become a mainstream display technology, the fastest will be after 2022. The new electronic
3. BOE CEO: the turnover of every three years in the next five years doubled to 300 billion;
Netease Technology News November 14, BOE (BOE) Global Innovation Partners Conference? 2017 today opened at the meeting, the BOE Chief Executive Chen Yan Shun revealed the next 3-5 years, the BOE development goals, to achieve turnover doubling every 3 years From 68.9 billion yuan in 2016 to nearly 300 billion yuan in scale.
Prior to Chen Yanshun, BOE Chairman Wang Dongsheng repositioned BOE: BOE is an Internet of Things company that provides smart port products and professional services for information exchange and human health.
Around this positioning, Chen Yanshun said BOE will continue to make breakthroughs in the four core technologies of display, sensing, artificial intelligence and big data. On the dimensions of smart port and professional services, BOE will continue to cultivate new application markets and upgrade products Competitiveness and other means to achieve the absolute superiority of market segments.
Chen Yanshun said that next year is the first year of BOJ 'Mujian' strategic period.In order to speed up the business transformation, BOE made clear the overall strategy of '1433' for the next five years from 2022 to 2022. On the target, it is necessary to maintain its own turnover The doubling every three years has grown from 68.9 billion yuan in 2016 to nearly 300 billion yuan.
In addition, Chen Yanshun also disclosed that BOE will open a digital hospital in Wuhan in 2018 and build six digital hospitals in Chongqing, Chengdu, Hefei and Suzhou in the next five years. (Cui Yuxian)
4.IHS: 2018 flexible AMOLED panel production capacity will be 44% higher than demand;
Global AMOLED panel to expand the tide, especially the flexible AMOLED panel, IHS Markit's latest survey pointed out that the flexible AMOLED panel factory construction faster than global demand is expected in 2018 flexible AMOLED panel production capacity than the global area Demand is 44% higher.
According to IHS Markit statistics, the net area capacity of flexible AMOLED panels is expected to reach 4.4 million sq.m. in 2018, an increase of 100% over 2017. However, the demand for flexible AMOLED panels will grow slower than the supplier's expectations and will be 240% in 2018 Million square meters, an increase of 69.9%.
Jerry Kang, principal analyst at IHS Markit Display Research, said panel makers expect flexible AMOLED panels to penetrate the smart phone market more quickly, but by 2017-2018 most smart phone brands are more focused on screen length Instead of a flexible AMOLED panel, LCDs with 18: 9 aspect ratios or rigid AMOLED panels are mainly due to the still higher price of flexible AMOLED panel modules and the need to improve the panel's quality and reliability. For example, using the same 6th generation AMOLED production line, the cost of producing a flexible AMOLED panel can be more than 1.5 times greater than the cost of producing a rigid AMOLED panel.
Jerry Kang believes that in the next few years, ultra-widescreen or full-screen smart phones will remain competitive over curved smartphones, and because of the higher cost, smartphones are only available at their highest-end cellphone flagship The use of flexible or flexible AMOLED panels in the models makes it even more difficult for new or smaller flexible AMOLED panel suppliers to fully meet production and quality requirements and reliability requirements. Leading to new or smaller flexible AMOLED panel suppliers plant utilization is low, the face of the learning curve and the rate of application of the ramp up the process will drag longer, and because of this, in 2018 Flexible AMOLED panel production capacity will be 44% higher than the demand. Business Times
5. Hon Hai Road, bamboo 6 generation LTPS equipment will be sold to a group;
Xiao Zhihong, Group General Manager and Chief Operating Officer of Quantum Photonics, today (14) held a press conference on the Stock Exchange. In order to expand the LTPS technology layout, the Group announced that it purchased devices from Hong Zhu Bamboo LTPS Plant in a total amount of approximately NT $ 31.4 billion .
With the mobile phone full screen 18: 9 screen into mass production, capacity consumption increased significantly in the second half of the cell phone is approaching the peak season, the terminal stocking turned positive, a-Si panel supply and demand will also tend to loose from the tension, the third quarter Small and medium size area grew 27.7% over the previous quarter, the fourth quarter there is still a warming trend.
On November 20, 2014, Hon Hai Group invested in LTPS Plant and settled in Kaohsiung Road Bamboo B Plant. In addition to boosting the R & D strength of both parties for the manufacture of high-end small and medium size panels and related products in the world, But also rely on group of TFT panel technology elite.Honghai and group into their respective advantages of technology and resources, operation and technology complement each other the best strategic alliance.
In order to create a group of small and medium-sized panels more revenue growth and technological development, a group buy Luzhu LTPS plant, Xiao Zhihong pointed out that there are three major meanings: First, increase revenue for small and medium size, so that the size of the product line more balanced, balanced TV products Of the proportion.Secondly, the group limited only one G3.5 LTPS production capacity.Luzhugu G6 LTPS production line is added, the global area share is expected to increase from 2% to 8%. In addition, LTPS is OLED, miniLED , uLED technology an important basis for improving LTPS production capacity will help create a group of high-end handset product technology.
Xiao Zhihong said that this year group to be "going forward - to do the whole machine; up - to rejuvenate the technology; to go out - to the world as the center of the sea." The unified management of road bamboo LTPS plant will accelerate upward - Technology revitalization of the pace, for the development of high-end small and medium-sized panel products and technology to lay an important foundation.
6.2018 There are two OLED screens iPhone GIS outlook is better
According to foreign reports, in 2018, the iPhone will have two models using an active organic light-emitting diode (AM OLED) screen, which will not only lead to a sharp increase in shipments of touch panels such as the GIS industry, The unit price will be raised again, which can be said that the price will keep rising and will continue to boost GIS's profitability in 2018.
2017 iPhone X because of the first use of OLED panels, resulting in the bonding process increased to 15, with the first adoption of Face ID, making the transition becomes very difficult, but also makes iPhone X posted shipping unit price, compared with the iPhone 8 50% higher than the previous year, driving up the record high of profits made by GIS2017 in Q3.
Foreign media reports that there will be three iPhones in 2018, including the 5.85-inch and 6.46-inch OLED versions of the iPhone, and the 6.05-inch LCD version of the iPhone. As can be seen, OLED version of the iPhone in 2018 will add another paragraph, making the volume Will continue to improve.
In addition, the current 5.85-inch full-screen OLED, laminating process too much, already engage in supply chain people turn horseback, the 2018 6.46-inch OLED, will be more complex paste, which greatly enhance the shipping unit price of GIS and 2018 won Lee, there will be very big help