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1. Q3 global smart machine panel shipments of 530 million pieces;
Season 3 is the traditional peak season for the panel market, but the full-screen conversion of mobile phones this year has delayed the listing of new brands of many brands. Demand for the panel in the third quarter has therefore been affected to a certain extent.
According to statistics from Sigmaintell, total smart phone panel shipments in the third quarter of 2017 were approximately 530 million pieces, a slight increase of 1.0% over the same period of last year.
Although the third degree of Chinese brands adjust AMOLED pick-up rhythm, but Samsung Display (SDC)
Benefit from the new machine iphone X Apple's pull materials, led the Samsung display panel shipments of about 106 million, an increase of 6% over the same period last year.
China's third quarter AMOLED smartphone handsets total shipments of about 2.5 million, an increase of about 120% over the same period last year, of which Kunshan VISA is driven by the brand-end pull cargo shipments in the quarter exceeded 1 million.
As the Taiwan-based panel makers are still amorphous silicon (a-Si) panel as the main force, with the development of mobile phone panel technology and the rise of China's panel makers, especially in the full-screen trend of development, Taiwan panel makers will face even greater challenge.
Overall, Qunzhi Consulting said that the smart phone market is already a relatively mature and saturated market. In the future, market development needs more innovative products to stimulate. In this process, the competition will become more intense and the global competitive landscape will further Remodeling.
BOE also benefited from shipments of overseas brands. In the third quarter, BOE shipped 83 million smart phone panels, up 6.4% over the same period of last year. Shipment volume of smart phone LCD panels ranked first in the world , While BOE actively accelerate AMOLED development progress, the Chengdu 6-generation soft AMOLED announced mass production in October, is China's first 6th generation of soft AMOLED production line, so BOE phone products more comprehensive.
TIANMA's smartphone shipments in the third quarter reached nearly 55 million units, an increase of 48% over the same period of last year. Shipment volume of LTPS LCD panels reached more than 33 million units, an increase of 180% over the same period of last year. Under the market environment, since the 6th generation line of Xiamen Tianma has been mass-produced since the second half of 2016, it has been achieving full production and full sales with stable and excellent yield. Under the full-screen mobile phone development trend, the Company actively seized the development opportunity and continuously upgraded Product Value and Stable Customer Relationship.
Japanese monitor (JDI) Under the dual competition between Samsung AMOLED and China-based LTPS LCD panel, the demand for JDI brand dropped. In the third quarter, the shipment volume of smart phone panels was about 37 million, down 26% from the same period of last year. Based customer structure to face a severe test.
With the rapid growth of panel makers in China, Qunzhi Consulting said that the competitive edge of overseas panel makers' LCD panels is gradually declining. In the third quarter, LGD's smart phone panels shipped about 33 million units, Down 27.9%.
In order to upgrade the mobile phone technology, LGD actively layout AMOLED, Gumi 6 generations of soft AMOLED E5 production line began mass production Q3, the soft AMOLED smart mobile phone panel shipments of about 1.2 million overall.Apple Daily
2. Mobile phone panel pull goods delay Q4 not diminished;
Q3 is the traditional demand peak for the panel market this year, however, this year because of the 18: 9 full-screen panel conversion makes many brands of new machines delayed time to market, affecting the third quarter panel demand.GM consulting (Sigmaintell) pointed out that 2017 The third quarter of the global total smart phone panel shipments of about 530 million units, a slight increase of 1.0% over the same period last year, the fourth quarter of new products pulling goods unabated.
Shipments from the performance of individual panel makers, although the Samsung monitor due to the third quarter of domestic brands adjusted rigid AMOLED shipments, but benefit from Apple's new machine iPhone X began to pull cargo, Samsung panel shipments of about 106 million, Compared with the same period last year increased by 6%.
BOE benefited from shipments of overseas brands and Oppo and Vivo brands. In the third quarter, the Group shipped 83 million smart phone panels, up 6.4% over the same period of previous year. Shipments were the highest in the world for smart phone LCD panels BOE is actively accelerating the development of AMOLED, Chengdu 6-generation flexible AMOLED announced mass production in October, is the mainland's first 6-generation flexible AMOLED production line, the mobile phone panel is more comprehensive and comprehensive.
In the third quarter of 2006, Pegasus shipped nearly 55 million smart phone panels with an annual growth of 48%, of which LTPS panels shipped 33 million units, up 180% year-on-year. In the context of LTPS panel oversupply, Tianma Xiamen The 6th generation line has been fully marketable at a steady yield since production was completed in the second half of 2016. With the full-screen mobile phone trend, we continuously improve product value and strengthen customer relationships.
Japanese monitor (JDI) orders are mostly concentrated in the Apple iPhone, a small part of the supply of mobile phone brands in China Samsung Samsung AMOLED panel and dual competition in the mainland LTPS panel, JDI brand customer orders lost the third quarter of smart phone panel shipments about 37 million, down 26% from a year earlier.
LGD's panel makers in the rapid growth of the mainland, the competitive advantage weakened in the third quarter LGD smart phone panel shipments of about 33 million, a decrease of 27.9%. LGD active layout AMOLED, Goto 6 generations of flexible AMOLED E5 production line Mass production begins in the third quarter, with an overall shipment of about 1.2 million flexible AMOLED panels.
Mainland AMOLED panel catch up, Q3 AMOLED panel shipments of about 2.5 million, an annual growth of 120% of which Kunshan WISINO brand pull goods driven, single-season shipments exceeded 1 million.
(Business Times)
3. 'Flexibility' is not everywhere but the industry is already worried about just how much;
'Flexibility' is not everywhere but the industry is already worried about just how much
First Financial App paragraph Qianqian
In 2014, Flextronics developed a flexible panel (0.01mm) and is well known. Prior to the mass production of flexible panels, Flextronics introduced the 'non-panel' wearable portable portable theater; at this year's fair, the soft Yu Technology once again demonstrated the new product - a gray-blue sofa. Sofas by the sofa technology and the co-production around the sofa, soft-technology responsible for providing flexible sensing technology support.This sofa looks like ordinary sofa and no To, but consumers can use the hand side of the sofa slide to adjust the backrest tilt.
A recent survey by IHS Markit, a market research firm, pointed out that flexible AMOLED panel factories are building faster than global demand and that the production capacity of flexible AMOLED panels is expected to be 44% above demand in 2018, while the demand for flexible AMOLED panels will grow slower than that for The expectations of the merchant.
Will the flexible panel be oversupplied?
In the second half of 2017, the news of the mass production of flexible panel by domestic manufacturers continued to come in. In September, Visionox announced the successful launch of the flexible AMOLED full-screen product and officially started the supply to the downstream smart phone industry chain. In November, BOE 6th generation flexible AMOLED production line in Chengdu, the official mass production; Soft-technology founder Liu Zihong also said in an interview in November, Soft-technology 6-generation full flexible display will be put into operation around the 2018 Spring Festival.
There is no doubt that 2018 will be the peak of mass production delivery delivered by domestic flexible panel makers.
On November 17, Liu Zihong, the founder of SOFTU Technology, told CBI reporter that there is no sign that there is oversupply in the flexible panel industry. 'The traditional panels in the future may be oversupplied, but the innovative flexible panels have been consumed by consumers Electronics and other terminal enterprises sought after, the market demand is very strong, has been in short supply, will not be overcapacity situation.
Appliance industry watcher Liu Buchen also pointed out that the current AMOLED market has not yet started, the LCD panel is still the main market once AMOLED market heavy volume growth, the demand will be geometric magnification, AMOLED panel supply is not excess, but far Not enough.
Today, the soft-cut technology frequently cut into the panel is not related to the business. In this regard, Liu Zihong said the soft-technology products seem a lot, but all around the business are 'flexible +' to achieve, soft technology to provide flexible electronic standardization solutions , For the needs of traditional businesses.
Liu Zihong said that when developing the thinnest flexible panel in 2014, Softtech also made breakthroughs in flexible sensors. At that time, it was developed to make a complete mobile phone with a flexible display screen, but later found that the flexible sensor could be taken out separately Put in many areas of application.
At present, Yu-technology flexible sensing system can be used in consumer electronics, smart home, sports fashion, intelligent transportation, building decoration, robots and other fields.
4. BOE DNA mutations: Internet access for three years to double the income;
A company doing display business running art trading, medical services and smart retail? Yes! This is a big idea to open up, from BOE Technology Group founder and chairman Wang Dongsheng, he is turning these into reality.
In 2017 BOE Global Innovation Partners Conference, Wang Dongsheng proposed that artificial intelligence and gene technology will detonate the fourth industrial revolution and make mankind into a smart society. The 15 years from 2016 to 2030 are the 1.0 era of Internet of things.
In order to seize this opportunity, BOE will apply its technologies of display, sensor, artificial intelligence and big data to various segments so as to rapidly expand its two new business segments, namely, wisdom system and medical health, so as to double its revenue in the next three years .
At present, there are 20 billion IoT ports and will reach 1 trillion in 2035. Everyone will have over 100 smart ports in areas such as education, transportation and communications. The Internet of Things (IoT) will provide communications, retail, medical and education industries with more than 100 smart ports For example, electronic payments will reduce the waiting time for 88% of customers, and smart treatment will reduce the cost of treating 50% of patients with chronic diseases.
BOE repositions itself to transform IoT companies that provide smart port products and professional services to information exchange and human health, hoping to double operating revenue over the next three years and achieve stable profit growth. In the first three quarters of this year, BOE's operating income reached 694 100 million yuan, mainly from the LCD screen, accounting for less than 15% of service revenue; plan 2022 operating income reached nearly 300 billion yuan, the proportion of service revenue increased to 40%.
2018 is the first year of BOE restructuring, the company will inevitably accelerate the integration of software and hardware, application integration.
Show business groups to enhance smart phones, tablet PCs, notebooks, monitors, TV panel market share in the five major markets at the same time, will actively car, wear, white electricity, electronic signage, electronic signage, VR and AR and other fields to accelerate in The layout of the Internet of Things. There are three major priorities for the future, first of all, to build a 8K ultra-high definition display of ecology, and devices, software, 整机, operators together to promote; followed by layout of flexible OLED display applications to meet the mobile products, wear, automotive, medical Such as the demand for flexible display; the third sensor subversive innovation in gene sequencing, molecular antennas, photoelectric sensors, security sensors, multi-sign sensing to speed up the development.
Intelligent system business group, including Chi service, smart retail, smart car, smart energy business 4. BOE has Hezhi, Suzhou set up a Chi factory, and build a service maker's iMaker cloud platform; smart retail, through 'Painting screen' set up art exhibition and enjoy the cloud platform, set up a digital retail platform through the electronic tag; Wisdom Car Union, car display cut, the development of the entire car electronic systems; smart energy, involving photovoltaic power plants, smart lighting.
Health Care Business Group provides five life-cycle services ranging from prevention, diagnosis and treatment, rehabilitation to the provision of nursing care, including mobile health, digital hospital, health park, regenerative medicine and life insurance plans within five years in Hefei, Chengdu, Wuhan and Suzhou To build six hospitals and other places, the total bed over 10,000, a considerable strength of medical groups.
To achieve this ambitious blueprint, we must open up the cooperation. BOE's strategy for the Internet of things is to speed up the opening of the application side, the technology side, the realization of semiconductor chips, displays, various devices and software integration, that 'open both ends, with' .
Taking smart retail as an example, BOE cooperated with Alibaba and France SES to apply the electronic price tag system to Hangzhou Intime New Retail Experience Store and Box Ma Xian Sheng Supermarket to establish a seamless online-offline platform. At the same time, BOE cooperated with SAP , Together to provide smart retail solutions.
The global internet of things market is expected to grow from $ 1.1 trillion in 2017 to $ 27.6 trillion by 2030. BOE is changing its DNA from the display area to the medical and retail industries and beyond in the next five years Expand more than 100 market segments and provide 6 billion smart windows
5. Domestic TV market in advance of the third quarter retail sales down 12.9%
Contributing writer Mao Zhongnan reporter Liu Yuanyuan Shanghai reported
Affected by the broad-based upstream panel prices, the first three quarters of 2017 were in a gloomy mood in China's color TV market. According to the "Summary report on the third quarter of 2017 in China's color TV market" released by AVC recently, the color TV market suffered the worst in history In the third quarter, the retail volume of the color TV market in the third quarter was 10.41 million units, down 12.9% from the same period of last year; and the sales area was 6.89 million square meters, down 7.3% from the same period of last year.
Although the market size has declined, but "China Business" reporter learned in the interview process, color TV market product structure upgrade is still the main theme .55 inches and above has become a big selling color TV category, 4K HDTV is the consumer The main target of the purchase of television.
The industry generally believes that as the panel prices and Internet divide receded, the first three quarters of this year's overall color TV industry shipments showed a substantial decline over the same period last year.
In response, millet TV, Philips TV and Sharp responsible person in response to the "China Business" reporter said the company will be launched in the fourth quarter sprint, and other promotional nodes in the 'Twelve 12' increase discounts, while continuing to develop high-end , Intelligent new products to meet consumer upgrades and increase market share.
The domestic market shrinks
From the first quarter of this year, the color TV market continued to slump, the retail volume is also shrinking.China Video Industry Association Peng Jianfeng, deputy secretary-general pointed out that from January to September 2017, the retail volume of color TV market decreased by 9.2% Cloud Network Report shows that in the first three quarters of this year, including music, Storm Internet brands, including the same decline in the size of the same period last year dropped by 11%, accounting for 12%.
Orville cloud network analysis that this year is the color TV market suffered the worst in the history of the third quarter, the average price increase is the main factor affecting the decline in the market since 2017, the panel prices remain high, leading to the whole machine In the first three quarters of 2017, the average size of retail sales of color TV sets kept above RMB70. In September, the average retail price of color TV rose by 16.3% over the same period of previous year.
Home appliance industry observers Liu Buchen pointed out in an interview with reporters this year, the overall situation of the color TV industry is more severe, with the exception of the profitability of some domestic old brands is relatively good, most other Internet brands less profitable. 'I think there are two main reasons, First, over the past few years the market digest, there is not much room; the second is the panel prices last year, rising costs, leading to loss of the traditional color TV powerful, but also not through large-scale sales to increase sales.
It is noteworthy that, as of press time, domestic major color TV manufacturers have announced three quarterly reports from the earnings report, Skyworth figures (000810.SZ), Sichuan Changhong (3.910, -0.09 , -2.25%) (600839.SH), TCL Multimedia (01070.HK), Konka A (6.460, -0.14, -2.12%) (000016.SZ), Hisense Electric (16.130, -0.19, -1.16%) (600060.SH) operating income have achieved varying degrees of growth.Among them, Skyworth figures in the first three quarters to achieve revenue of 5.144 billion yuan, an increase of 20.98%; Sichuan Changhong revenue of 54.448 billion yuan, an increase of 12.27%; TCL Multimedia Realization Revenue was HK $ 28.25 billion, up 19.3% YoY. Konka Group's revenue was 20.164 billion yuan, up 37.94% over the same period of last year. Hisense's revenue was up 7.57% from the same period of last year to 23.75 billion yuan.
Compared with the traditional TV brands, Internet TV brands, in addition to millet TV is on the rise, the other brands are not good days. LeTV (15.330, 0.00, 0.00%) to produce semi-annual report shows that the first half of this year, New revenue 46.53 billion yuan, down 37.64%, net profit loss of 282 million yuan; media reports, storm TV shipments in 2016 exceeded 1 million units, micro whales TV shipments of 800,000 units, and this year As of now, Storm TV shipments are 500,000 units, only 40 million units of micro whales TV shipments.
Storm Group (20.200, 0.00, 0.00%) CFO Jiang Hao said in an interview that Storm TV sales in the first half to 55 million units, an increase of about 30%. But frankly, Storm TV is still in an expansion loss.
Foreign brand adjustment strategy rose against the trend
Interestingly, in the third quarter of the overall downturn in color TV market, foreign brands rose against the trend.According to Orville cloud (AVC) omni-channel push total data show that foreign brands in the third quarter, the market share of 21% Over the same period an increase of 7%, of which Sharp, Sony's performance is particularly prominent.
Data show that Sharp since August last year after the official acquisition by Foxconn, the strategic layout, marketing tools have undergone fundamental changes.October 28, Sharp announced from April to September this year, the financial data, the reporting period, the company net profit Up 34.7 billion yen to reverse the decline of 45.4 billion yen a year ago.According to the report, the key to its revenue growth is the revenue growth of the panel business, while the substantial increase of its panel business revenue mainly comes from the Chinese market Contributions.
According to WitsView, the global shipments of Sharp's second quarter 2017 show a multiple of growth from the first quarter of 2017, ranking fourth from the ninth to the first half of the year. The shipments in the first half of the year reached 380 Million units, an increase of 70%.
According to the latest data, Sony in the second quarter of fiscal 2017 achieved sales revenue of 2.06 trillion yen, an increase of 22.12%; to achieve a profit of 130.852 billion yen, an increase of 2602.44%, of which Sony TV with high-end products to quickly seize The world is opening a new round of consumer high-end, branded market.In the second quarter of this year, Sony TV global sales reached 3.2 million units, a net increase of 100,000 units.
Recently, the reporter came to Tianning Road in Shanghai, Suning Tesco store, according to sales staff, although the current Japanese brands only Sharp and Sony in the sale, but sales of about 40%, while the number of domestic brands, sales sum only accounted for 60%.
'In the overall downturn in color TV, there are still brands to stand out.Japper relies mainly on the overall strategy of the Chinese market adjustment, localization of brand awareness, in-depth channel integration and cost-effective products in many areas to achieve high growth; Sony focus on the high-end market , Driving the overall brand growth, especially after the release of OLED products, the overall brand image and sales have greatly improved. 'Orville cloud Black Black Division, deputy director of research Jie Mei Juan told reporters that in the face of adversity, Enterprises need to give full play to their own advantages, around a force point to get the chance.
Appears in Liu Buchen, Sharp this year has taken a series of low-cost sales strategy to drive price-driven consumer purchases, expanding market share in the implementation of low-cost strategy, Sharp TV quality did not fall Down, so in the color TV industry as a whole sluggish circumstances, Sharp's sales volume to achieve a buck against the market.
Market forcing companies to fight 'high-end card'
Although the color TV industry in China this year, the performance of the scale is not satisfactory, but the big screen, high-end performance commendable, the industry believes that with the escalation of consumption, the future of high-end or will be the turning point in the industry opportunities .
In the Yikang data show that 55-inch and 65-inch color TV with 3.67% and 2.80% growth respectively, the fastest annual increase in size, so the industry will usher in the second half of the W-shaped signs of the end of the war.
Orville cloud network monitoring data show that in the first half of 2017, color TV product line average price rose 15.3%, the price increase led to offline color TV sales fell 19.5%, but the overall trend is different from the offline market Sales of high-end color TVs, which sold over RMB10,000, contrarian, up 2.1% year-on-year. The average selling price of the 65-inch products, which occupy nearly 60% of the offline RMB10,000 market, increased by 3.4% over the previous year while the sales volume still increased by 10.4% .
It is not difficult to see that in the current situation, the color TV industry only aimed at the big screen, to the high-end market power in order to meet the challenges of the environment.Reporters also found during the visit, at home appliances stores, 4K TV is the standard , Highlight the main focus on the curved screen and OLED TV.
Jie Mei Juan said: 'As the consumer upgrade, the entire consumer electronics field will face the trend of high-end products, big screen, the high-end color TV will focus on display technology, industrial design, intelligent application of three directions, the new product Rapid iteration, will also help stimulate the release of market demand.
Yang Lin, general manager of public relations at Sharp disclosed to reporters that Sharp is currently selling mainly 40-inch TVs, and all sizes have increased sales of products in the future the company will continue to develop a wide range of new products.At the same time, from October onwards, Sharp started selling 8K TVs worldwide and aggressively invested in cutting-edge technologies.
Chi Chi-chung, director of Philips TV product management, said that in the future Philips will continue its efforts to enhance intelligence in order to voice-based. 'For example, when I came home, say "Langya Bang" can wake Philips and start to see TV.
Looking into the fourth quarter, many industry insiders are optimistic when interviewed by reporters.Jie Meijuan pointed out that since entering the fourth quarter, the profitability pressure and cost pressure of color TV enterprises have gradually been eased, ', New Year's Day and other promotional peak season, the fourth quarter of 2017 is expected to market size is expected to rebound.
Lu Renbo, deputy secretary general of China Electronic Chamber of Commerce also said panel prices finally began to loosen in the second half, so that color TV manufacturers to ease the cost pressures.For color TV companies, 'double eleven' and other nodes is a good time to promote, Have the opportunity to make color TV enterprises to make up for the first half did not reach the shipping target.
International panel analysis and statistics agency IHS recently released in October 2017 the latest panel prices, the data show that in October the panel prices are in a downward trend, especially the 40-inch and 43-inch panels, the highest decline of 7% with the panel prices down, Relevant person in charge of millet television told reporters that millet 32-inch smart TV has cut prices to 999 yuan, which is the first time intelligent television into the hundred machine era.The company predicted that millet TV sales in the fourth quarter is expected to grow 204%.
Facts have proved that 'double eleven' really let the color TV market ushered in the long-awaited eruption, Orville cloud latest data show that 'double eleven' day TV sales reached 2.057 million units, an increase of 21.7%, with sales of 6.35 billion yuan, an increase of 32.6%, 1 to 11 consecutive 11 days sales of 3.28 million units for the 2017 'double eleven' to pay a satisfactory answer for brand impulse provided the conditions.
However, Liu Buchen believes that the Spring Festival, New Year's Day, including 'two dozen' and other promotional activities will certainly play a positive role in the market, but these are only phased market stimulus, the overall market situation is still difficult to change the big.