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1. Yu Shun Electronics gorgeous Shuofu 100% stake in the public transfer, the lowest is 8.5 million yuan;
Set micro-mesh news, due to mobile phone touch screen display and glass cover orders fell, capacity utilization is not enough, Yu-shun Electronics estimated 2017 net profit of -1.60 billion yuan to -1.2 billion yuan, down 635.92% to 501.94% In order to further integrate resources and optimize asset structure, YuShun Electronics is publicly listing and transferring 100% equity of Shenzhen Huaruo Shuofeng Technology Co., Ltd. (Hereinafter referred to as 'Huaruo Shuofeng'), a wholly owned subsidiary.
According to Yu Shun Electronics recently released "on the publicly listed transfer of 100% stake in a wholly owned subsidiary of the announcement," disclosed that the company from November 21, 2017 until December 11, 2017 in Shenzhen United Assets and Equity Exchange publicly listed transfer Gorgeous Shuofeng assets for the first time listed for the November 21, 2017 to November 27, 2017, the initial listing price is determined to be 2,122.16 million; if the initial listing of the transfer failed to deal, the company will adjust the listing price, the listing price down to 14,147,700 yuan, once again listed five days, listing for the second time from November 28, 2017 to December 4, 2017; If the second listing failed to deal, the company will be the third listing price down to 8.5 million yuan for the period from December 5, 2017 to December 11, 2017.
After the aforesaid three public listing expiration, if the intention transferee fails to be solicited or fails to complete the transaction, the deadline will not be renewed, and the public announcement of the information will expire on its own due date. The board of YuShun Electronics will separately look for suitable counterparties and, Not less than the third listing price to form the final transaction program.
Public information shows that Yu Shun Electronics is set research and development, design, production, sales and service as one, for the entire smart phone manufacturers to provide all-round touch display integrated solutions, professional development and manufacture Sensor Sensor, capacitive touch screen GFF / OGS / GG), small and medium sized LCD (TN / HTN / STN / CSTN / TFT) and corresponding modules, glass cover products.Utsun Electronics's major customers include ZTE, Lenovo, the products are widely used in communications terminals, Household appliances, automotive electronics, digital products and other industries, exported to Europe and the United States, Japan and South Korea, Singapore and other countries.
Gorgeous Shuofeng publicly listed transfer, its business scope to capacitive touch screen optical glass, is specialized in producing mobile phone nano-glass lenses and plexiglass window glass manufacturers, the product of nano-lenses with high strength, not easy to scratch; product base material PC , PM surface hardening using nano-technology, with high light transmittance, high temperature corrosion-resistant Colorless change and other advantages.
In fact, the transfer of 100% equity of the subsidiary for sale is not the first time for YuShun Electronics, and YuShun Electronics completed the sale of 100% of the shares of Altech Technology Co., Ltd. in December 2016. With the development of domestic handset manufacturers Due to the decrease in the number of new aircraft released, the smart phone market becoming more saturated and the slowdown in sales growth, the revenue of Yu-shun Electronics is plunging. In addition, due to the impact of high-end In-cell solutions and full-screen high-end OLED panels, Shun is not the case of individual current situation, but the domestic capacitive touch screen manufacturers face the plight of the face of the new changes in the consumer electronics industry, if you can not enhance research and development to open up new markets, or more capacitive touch screen manufacturers in the negative situation.
2. AUO MicroLED products debut next year as soon as possible;
MicroLED is the red-hot topic in optoelectronics industry this year, AUO chairman Peng Shuanglang said that Taiwan has a good opportunity in the MicroLED industry, AUO invested very early in the industry is the leading group.But MicroLED industry are still in technology development The stage, the short term can not be achieved mass production, but the next year should be able to see the sample MicroLED do.
Peng Shuanglang said that MicroLED is a good opportunity for Taiwan's optoelectronics industry, combining both panels and LEDs with both existing capacity and technology, and if developed well, will have an advantage over Taiwan's future display industry. However, MicroLED is involved To the industry consolidation is very large, including precision machinery, semiconductor manufacturing process, testing, overhauling, these are not the original field of optoelectronics, so we have to do very much in the short term to be able to immediately mass production can not see, I believe tomorrow Everyone should see the samples of Micro LED one after another.
AUO has invested heavily in MicroLED and should be a leading group in the industry.Peng Shuanglang pointed out that it may take some time for commercialization because either technological development or mass transfer of the process is involved in the detection of maintenance , Many of which are new technologies, most of these two years are still in the stage of technology development, but also need to integrate a lot of industries together to invest in order to achieve greater breakthroughs. The next step is to develop the process of mass production, As for how long it takes to look at how fast the industry is consolidating, AUO does not yet have a definitive product development schedule, but the company is continuing to invest in R & D.
For MicroLED's market positioning, Peng dual waves that, MicroLED both LCD and OLED advantages, but the cost of the LCD panel has become very competitive, how to find new technologies now is a big challenge.MicroLED to enter the television is relatively small , The development of small and medium size priority. AR, VR high resolution, faster response, OLED resolution limitations, LCD speed of response may be MicroLED good application, but still have to wait for the sample came out To see what extent can be done.
MiniLED is a different market, used in the panel backlight to improve color and contrast to NB panel, a panel to use 6,000 ~ 7,000 LED, although lighter, but the cost is greatly increased in the short term to be used in the mainstream product opportunities do not Large, gaming, professional applications more opportunities, is expected to see the product next year.
(Business Times)
3. Next year, the proportion of a-Si panel decreased, LTPS panel proportion increased;
AUO Chairman and CEO Peng Shuanglang said yesterday (23) that the panel industry was in good condition with AUO maintaining full capacity utilization in the first quarter of next year and "a swallow symbolizing the good weather will definitely come." He is especially optimistic about the small-sized mobile phone panels Strong cargo capacity, large-size TV panel prices are down, but the overall market recovery is very good.
Yesterday, Peng Shuanglang attended the presentation ceremony of the "Taiwan Enterprise Sustainable Award 2017" organized by the Taiwan Sustainable Energy Research Foundation. After the meeting, he put forward his views on the outlook of the panel market and AUO's operation.
Peng Shuanglang said the first quarter of next year, the panel boom visibility, although the new generation of 10.5 generation capacity in mainland China out, but from AUO's perspective, next year is still very busy, many new products in preparation, even if the end of the year to early Taipower annual annual repair, AUO's capacity remains at full load.
He stressed that not every panel factory has full capacity. AUO do value-added products, high-end products, creating high-value products for customers, customers in the end of October and November to talk about the supply of the following year, the demand is very Strong.
He analyzed that if the panel makers only focus on the production of a large number of aircraft models panel, the situation is hard to say next year, mainly due to 2018 new panel production capacity, are aimed at the standard market.
Peng Shuanglang particularly optimistic about the small size panel, bluntly, "small size pull cargo kinetic energy." As for the demand for small-size panels next year, he believes that the traditional proportion of a-Si panel will decline, low-temperature polysilicon (LTPS) panel weight increase, OLED Also showed growth trend.
When it comes to expansion of Phase II of AUO Kunshan LTPS Plant, Peng Shuanglang said that the production volume of Kunshan Plant is just around the corner. At present, the production capacity of 25,000 units in Phase I is already full. The second phase is still under evaluation and the loading is still pending.
In terms of market conditions for large-size TV panels, he said that TV panel prices have been falling since the beginning of this year. Television sales in the Double 11 Shopping Festival have dropped. However, the overall size and specifications have been boosted. This is a positive news for the TV panel The price is still slightly lower trend, the overall market conditions are still quite good.
He assessed that the year-end sales of this performance will not be too bad, in particular, the highest cost panel prices adjusted in the second half, year-end sales have more promotional space.
AUO received the "Corporate Sustainability Awards - Top 10 Model Enterprises", the "Corporate Sustainability Outstanding People Award" and the "Top 50 Corporate Sustainability Report" at the "Tenth Taiwan Enterprise Sustainability Awards 2017" in a single breath Five other awards
4 yuan too science and technology: replace paper is the main goal
Paper, the product exists in the world for more than 2,200 years, and its origins are very oriental, especially after the improvement of the Eastern Han Dynasty Cai Lun, the paper has become an unprecedented existence, all, all places, have it, an unparalleled product .
Because it is paper, writing and recording are its main uses; and because paper is its size, it has its own merits in any size and range. Books, magazines, notebooks, printed matters, note paper, wallpaper and photo paper, its silhouette Can be said to be everywhere.
Figure 1: Yuan Tai Technology Division senior director Zhang Zhiming product integration
"It is our main goal to replace paper," said Zhang Zhiming, senior director of product division of the company, breaking the myth of e-paper applications.
People will have such stereotypes in fact extenuating, to blame can only blame the Amazon Kindle too successful, so that the market for the understanding of e-paper only connected to boxy e-book reader, and one can not access And watching the board of the movie. So, nothing else.
Jump off e-book framework into multiple applications
To tell the truth, this is actually a crime of non-war. In the context of time and space (about 2000), not only were the technological capabilities of the semiconductor industry limited, but the materials and industrial design skills were still inadequate. Even the best ideas and ideas, Are very difficult to practice.Therefore, e-paper technology has long been with the e-book reader together with the load.
Until 2009, YTD, a subsidiary of the Yung Fung Yu Group, acquired the then E Ink Company for 215 million U.S. dollars. The landmark project, which was born at the MIT Media Lab in the United States, has finally begun With new opportunities for development.
Such a combination, when some people may feel puzzled, but now it is a natural fit, after all, Yuen Foong Yu is to start a paper, and only it really understand the paper, the ability to e-paper appropriately to play out, and even Beyond the imagination of most people.
"It's like a kind of belief. We believe that paper must have its market space, and it will not easily be replaced by other products. After all, it has existed for more than a thousand years," said Zhang Zhiming.
After all, E-paper is not a real paper after all. Although it has the visual effect of paper, its core principle is still very "electronic." Therefore, to make a "good" electronic paper, the electronic behind it Control technology must not be underestimated.
Zhang Zhiming pointed out that when there are many manufacturers of electronic paper technology competition, but the real mass production and launch of the only one of our products and now E Ink's e-paper technology is no longer the same, through advanced semiconductor control IC and materials Process technology, E Ink electronic ink particle control has been very precise and subtle, and even introduced a colorful and four-color version of the e-paper products, so that the application of electronic paper more widely.
Figure 2: Director Zhang Zhiming loves to use his own technology, with a handwritten tablet of electronic paper, watches (this is not a branch, this is a new generation of Sony FES Watch U), and the use of electronic paper smart credit card.
In particular, Cheung has engaged in the development of reflective LCD products to better understand the delightful display quality of E Ink e-paper. "Currently no one in the reflective display field should exceed the quality of E Ink. He said with confidence.
In combination with excellent production technology and deep understanding of paper applications, E-Tech's e-paper products are beginning to emerge from the framework of e-book readers and gradually extend their footprint to all "paper" products used, including electronic labels, Handwriting boards, billboards, identification cards, financial cards, interior design and architectural applications, transformed into the most forward-looking display technology.
Figure 3: Yuan too visitor identification card also uses electronic paper, not only reusable, and very representative.
In addition to giving full play to the characteristics of the paper, E Ink electronic paper also began to cross-cutting combination, not only for display and record, but also to the fashion and medical industries.
Stationary reflective display applications to expand the full-color market
At this year's Touch Taiwan, Metso has applied its "Prism" color-changeable electronic paper to clothing and high heels to provide fashion designers with a completely new design concept. In the wearable category, Too much cooperation to launch a new generation of FES Watch U electronic paper watch, this is a subversion of the traditional creative watch, consumers can define their own watch appearance.
In the healthcare industry, we also partnered with Lohmann-Therapie Systeme AG, a manufacturer and supplier of percutaneous therapeutic systems, to launch "Smart Patch" which enables the use of electronic paper Real-time display is accurately pasted on the skin, but also shows the time of the next dose of medication to remind medical staff to patch removal and replacement.
Zhang Zhiming said several of the most important features of E Ink electronic paper are: reflective display, wide viewing angle, thin, flexible, will not be broken, ultra-low power consumption, no heat, and can be arbitrarily cut, used in a variety of Size and size, especially its low power consumption and non-heat characteristics, ideal for public space furnishings.
Figure 4: Advanced Color ePaper (ACeP) is a new meta-new weapon, is a high quality total reflection of the color electronic paper display.
Recently, the National Palace Museum in Taiwan has also partnered with Taiyuan to launch the e-paper display area entitled "The Formation of the National Treasure - Painting and Calligraphy Exhibition". The reason behind this is that it has taken a fancy to the electronic paper reflective display and the non-heat-generating features. Fully meet the needs of its display.
Although Metso is currently the only e-paper market, its development trend is full-color display. The Advanced Color ePaper (ACeP) is the Their new weapon. ACeP is a high-quality, all-reflective, color electronic paper display containing yellow, blue and red ink particles in four colors. Through the meticulous TFT backplane electronic voltage control, eight The full color gamut of the primary colors shows the effect, but ACeP is able to present a very delicate and rich color through this CMYK-printed technology.
Zhang Zhiming pointed out that ACeP technology does not require color filters, so can have better visibility, and regardless of the viewing angle and power consumption, are far better than the LCD display. And this product is expected Will be launched next year.
However, Cheung Chih-ming still stressed that the introduction of full-color products is not to compete with the LCD display is still focused on the "paper" -based application, that is, through the introduction of high-quality full-color products, bringing customers closer Printing effect of the product, expanding customer application space.
"E-paper is not competitive with LCD, but complementary and cooperative, and each other can be used together. Our positioning is clear and reflective display," said Cheung Chih-Ming. CTIMES