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1. The third quarter of BOE large-size panel first LG in the world;
Set the micro-mesh news, IHS Markit data released on the 27th show, LG Diplay third quarter market share in the large-size panel fell to 19.3%, the first time since the fourth quarter of 2009, the throne lost the first place, overwhelming To give the Chinese panel makers BOE, BOE market share of 21.7%.
Yonhap reported that the second quarter of LG Display and BOE have staged a melee combat, share of 20.7% and 20%. Large size panel refers to the panel more than 9 inches, these panels can be used for TVs, laptops and tablet computers. Other competitors Including Taiwan's Innolux, AU Optronics and Samsung Electronics, respectively, share of 16.1%, 15.8% and 8.9%.
Industry watchers said South Korea's government had been reluctant to approve LGD's plan to set up a new OLED panel plant in China, with Seoul expressing doubts about technology outflows and BOE's OLED production line in advance ahead of market expectations.
Analysis pointed out that when the BOE 8.5 five full scale production plant, it and LG in the large-size panel will continue to widen the gap between the two.
2.LCD shaped cut 18: 9 panel heavy volume;
Set micro-messenger news, the recent high-profile iPhone X officially launched, of which, face ID face detection system with a shaped cutting AMOLED panel is one of the most eye-catching focus.DIGITIMESResearch analysis, the world's first use of shaped cutting panel Instead of the iPhone X, the phones are the Japanese-made Sharp's Aquos S2 (sold only in Greater China) and the Aquos R Compact (sold only in Japan), all featuring IGZO TFT LCD panels instead of AMOLED.
As high aspect ratio full-screen mobile phones continue to be welcomed by consumers, coupled with the 6th generation of LTPS TFT LCD production line in Greater China and 6 ~ 8.6 generations of IGZO TFT LCD production lines successively introduced into mass production, the TFT LCD camp is expected to accelerate the development of profiled cutting Panel, in order to compete with the Samsung Display in the AMOLED camp.
As AMOLED players competing for Apple orders with Samsung Display, such as LG Display, Japan Display (JDI) and Sharp's production volume are not as expected, AMOLED panels for the iPhone are expected to be exclusively offered by Samsung Display, at least for the first three quarters of 2018.
Although Apple once announced its AMOLED panel was specially designed to reduce the panel burn-in phenomenon that self-luminous displays can not avoid, this problem persists even after the market. Therefore, after the TFT LCD camp improves the curved display characteristics of the shaped cutting panel, the short-term Within the expected high-end smartphone panel is expected to maintain market share.
3 global OLED panel growth of 12.3% this year, a substantial increase of 2.6 times in 2020;
Set micro-grid news, the Japanese private research firm Yano Research Institute announced on the 24th survey report pointed out that due to Apple on November 3, 2017 on the iPhone X began to use OLED panels to boost the overall global market for OLED panels in 2017 (Including uses for smartphones, TVs and smart watches) grew 12.3% YoY to 473.88 million units. As Apple expects to expand the use of OLED panels in the future, Chinese manufacturers are expected to follow Apple's footsteps, so the estimated The global OLED panel market will show rapid growth in 2018, with an estimated increase of 34.1% to 635.5 million.
Yano pointed out that due to optimistic about the demand for OLED panels to attract Sharp, Japan Display Inc (JDI), BOE, China Star Optoelectronics, Tianma microelectronics and other panel makers actively investing in equipment, estimated that the above manufacturers will begin formal production of OLED 2019-2020 Panel, coupled with the demand for television OLED panels in addition to the demand from smartphones, the global OLED panel market is expected to expand to 1,536.6 million by 2022, (422 million) surged 2.6-fold (+ 264%).
Yano said that on the smart phone market with OLED, the global smartphone market growth in 2017 though passivation, but thanks to iPhone X blessing, OLED panel market grew 10.8% to 441 million, of which the number of iPhone X with OLED panel Estimated at about 60 million due to 2018 on sale of 3 new iPhone machines, it is estimated there will be 2 models will carry OLED panels, boosting the 2018 iPhone with the OLED panel market is expected to significantly expand to more than 100 million s level.
Recently, Gui Ming-kai, a well-known Apple analyst at KGI, pointed out that the 2018 version of the iPhone will have 3 models, of which 2 will carry OLED panels with dimensions of 5.8 inches and 6.5 inches respectively, and a 1-inch LCD panel with a size of 6.1 inches.
IHS Markit released a forecast report on October 24 that the global OLED panel production capacity in 2022 is expected to increase to 50.01 million square meters, which will reach 4.2 times that of 2017.
In addition to the use of the other view, in addition to the supply of OLED panels to Apple's Samsung Display, BOE, China Star Optoelectronics and other Chinese manufacturers will also expand production capacity, driven by 2022 mainly used in smart phones, "RGB" OLED panel production forecast Will increase to 19.1 million square meters to 3.6 times that of 2017. The production capacity of "white" OLED panels for television will increase to 18.2 million square meters and reach 6.1 times that of 2017.
4. BoE performance explosive growth reminder stock price two major shareholders tumbled plans;
The unexpected growth of operating performance and the 6th generation of flexible AMOLED production line in Chengdu ahead of the mass production and break the monopoly situation in South Korea's good news for the BOE A shares rose recently, but after the sharp rise, BOE A second, third Shareholders are going to rallies reduction to November 24 BOE A closing price calculation, the company second and third largest shareholder if the top grid to complete the reduction plan, the total reduction of more than 4 billion yuan.
The second and third largest shareholders want to reduce holdings
On November 25, BOE A disclosed "Notice on Pre-disclosure of Shares Decreased by Over 5% of Shareholdings", which indicated that Chongqing Yuzuo Optoelectronic Industry Investment Co., Ltd. (hereinafter referred to as 'Chongqing Yuzai'), the second largest shareholder of BOE A, In the next 3 months by way of a centralized bidding holdings of not more than 347 million shares of BOE A, that is, holdings of not more than 1% of the total capital of BOE A. It is reported that as of November 24, Chongqing Yu owned BOE A shares 30 million shares, accounting for 8.62% of the total shares of the company for the purpose of reduction of shares, Chongqing Yuzi announced in the announcement is 'out of business plan needs'.
It is noteworthy that, on November 22, BOE A had disclosed a third largest shareholder of Hefei Jianxiang Investment Co., Ltd. (hereinafter referred to as 'Hefei Jianxiang') shares of the company to reduce the pre-announcement, according to the announcement at the time, Hefei Jianxiang also plans to reduce by no more than 347 million BOE A shares in a centralized bidding within the next three months, ie less than 1% of BOE A's total share capital. As of November 21, Jianxiang Hefei holds BOE A shares a total of about 2.857 billion shares, accounting for 8.21% of the total number of shares of the company for the reasons for the reduction, Hefei Jianxiang said 'funding needs'.
To BOE A November 24 closing price of 5.78 yuan / share basis, Chongqing Yuzhong and Hefei Jianxiang if the top grid to complete the reduction, the total reduction of up to about 4.011 billion yuan.
Chongqing Yuzhang and Hefei Jianxiang became the majority shareholders of the Company by participating in BOE A fixed-increase project in 2014. On July 25, 2013, BOE A disclosed a plan to increase its fixed-capitalization by 9.5bn-2.2bn shares , The net proceeds of not more than 460 billion yuan.Finally, to 2.1 yuan / share fixed increase prices, Hefei Jianxiang spend about 6 billion yuan to obtain about 2.857 billion shares of BOE A, Chongqing Yu capital is to spend 6.3 billion Get 3 billion BOE A
Performance explosive growth reminder stock price
In fact, BOE A, the second and third largest shareholder of the company shares held by the April 10 this year, has been lifted for a period of 36 months of restricted, however, after lifting the ban in Hefei Jian Xiang and Chongqing Yu capital were not in the A time to disclose plans to reduce.In a Beijing-based private investors who do not want to be named, it seems that after six months later, Hefei Jianxiang and Chongqing Yuzhong suddenly thrown reduction plan, or with the recent BOE A share price soared.
Trading market shows that BOE A has opened a wave of strong rally since Sep. 26. BOE A cumulative increase of 44.86% between Sept. 26-Nov. 24. The continuous rise of share price made BOE A's total market value has soared all the way, as of November 24 closing, BOE A total market value of about 2011 billion.
In the view of the famous economist Song Qinghui, explosive growth in performance is the direct incentive for BOE A shares to rise in the near future.According to BOE A's three quarterly disclosure on October 31, the company achieved operating income of about 694 A billion yuan, an increase of 51.41%, net profit attributable to the realization of about 6.48 billion yuan, up 4503.51% over the same period.
The BOE A share price soared, then let the company's second largest shareholder and the third largest shareholder to quite good.By BOE A November 24 closing price of 5.78 yuan / share, Chongqing Yu and Hefei Jianxiang market value Respectively, have reached as high as about 17.34 billion yuan and 16.514 billion yuan, without regard to dividend distribution, the initial investment cost than the original floating surplus more than 10 billion yuan.
'For investors in stocks that have risen too much in the short term, we need to be extra cautious, especially after major shareholders have thrown out their plans to reduce their share prices,' said Song Qinghui.
Chengdu production line in advance sought after
'In addition to the favorable rebound in the panel market, the OLED production line of BOE A in Chengdu is ahead of market expectations. "According to the above-mentioned private sources, BOE's OLED production line in Chengdu has drawn much attention as it has broken the Korean monopoly situation.
October 26, BOE official website disclosed a 'China's first 6th generation flexible AMOLED production line' 'message.This means that in May this year successfully lit the first flexible AMOLED high-resolution display, when It is reported that BOE (BOE) Chengdu 6th generation flexible AMOLED production line is China's first all-flexible AMOLED production line, is also the world's second mass production Of the sixth generation of flexible AMOLED production line. The production line uses the world's most advanced evaporation process, and flexible packaging technology enables screen bending and folding, and BOE (BOE) Chengdu 6th generation flexible AMOLED production line is mainly used in mobile End products and new wearable smart devices and other fields of display products.
According to the incomplete statistics of Beijing Commercial Daily reporter, in the past two months, the agencies published more than 30 research reports related to BOE A, most of which focused on the mass production of the 6th generation flexible AMOLED production line.For example, In a research report on BOE A released by CICC on October 30, in the AMOLED field, the company's Chengdu 6th generation line became the world's second flexible AMOLED line with mass production capacity following Samsung, Advantage.
According to an insider, flexible OLED has always been in the monopoly situation of Samsung Display, including the domestic smart phone and other areas of the entire industrial chain development is very unfavorable, the domestic mobile phone manufacturers was faced with the 'one-screen hard to find' situation.
According to Qunzhi Consulting survey data, the global LCD TV panel shipments reached 124 million tablets in the first half of 2016. According to the shipments, the top three vendors in the first half of the year were LG, BOE and Samsung. Global smartphone panel shipments in the top three are: Samsung, BOE, JDI.
Beijing Commercial Daily reporter Dong Liang / Wang Wenfei / watchmaking
5. High-end TV market is difficult to shake the status of OLED, 8K TV or QLED Breakthrough key;
OLED TVs compete with QLEDs for many years. According to the latest research by TrendForce Optoelectronics Research (WitsView), as more and more TV brands join the OLED TV market in 2018, along with the increase of display production yields, The television market is still expected to maintain its dazzling performance. The whole shipment has the opportunity to surpass the 1,500,000 units in 2017 and reach a record high of 2.5 million units.
WitsView said OLED TV shipments have outperformed this year thanks to Sony and other international brand responses. On the other hand, QLED TV operators such as Samsung, TCL and Hisense have encountered major hurdles in the promotion of high-end markets due to pricing issues Although organic materials in OLEDs have color fades, residual image may appear after prolonged use, which has been criticized for a long time, but the extent of current LCD panel specifications has been very limited. OLEDs, however, The overall thickness of the machine is continuously optimized so it is attractive to international brands.
Although the QLED camp constantly emphasizes that color saturation is superior to OLEDs and there is no problem of service life, QLEDs are not commercialized at this stage due to their poor external quantum efficiency and long-term inability to emit light, so the real self-luminous QD displays are still difficult to reach commercial levels. QLED camp will continue to QD backlight products to fight, that is, the backlight is covered with a layer of quantum dots covered film, commonly known as QDEF, through the LED light to stimulate the quantum dots in order to achieve high saturation effect.However, due to Backlight is an essential component that increases the overall thickness of a machine and is therefore more disadvantageous than OLED TVs, so a new generation of QLED TVs may use glass light guide solutions to reduce the thickness.
In addition, price positioning is also QLED TV this year, a big problem to 55-inch 4K TV, for example, OLED TV and QLED TV, the retail price of only about 100 US dollars, but in recent years in LG Electronics and SONY and other major manufacturers fueled Under the OLED TV in the minds of consumers has become synonymous with high-end television, so QLED TV pricing too high but will affect the purchase intention.
WitsView pointed out that QLED camp looking forward to the next generation technology such as QD CF or QD self-luminous displays, there are still technical bottlenecks to be overcome, the fastest production time also falls after 2020. However, at this stage OLED due to Technology limitations, the highest resolution can only reach 4K; the contrary, QD backlight is currently no resolution limit, so for the QLED camp, the development of the 8K television may have the opportunity to allow QLED in the high-end TV market to regain competitiveness. technews
6.JDI want to use car with custom panel to regain its banner
Japanese panel maker Japan Display, which wants to revive its business with a car panel, will boost its sales of automotive panels by 60% in the next three years to reach 1.32 billion U.S. dollars, aiming to target markets in China, Japan, the United States and Europe.
According to the Nikkei Asian Review, demand for automotive dashboards and central information panels has grown significantly. In particular, the demand for panel sizes of central information displays has increased from 7 to 8 inches and is now over 10 inches. Demand for touch-enabled panels is also growing among the best-selling models, and panel makers are now also adding to the production of car heads-up displays.
In August this year, Japan Display began volume production of automotive panels using LTPS technology, the LTPS panel is better suited to meet the market demand for high-definition, better-designed panels and energy-saving features required for electric vehicles. Demand and prices are less volatile than demand for mobile devices and prices because once the specs are set, the car panel ships in a long-term supply pattern.
Due to fierce competition in the mobile market, more and more LCD panel makers are entering the automotive panel market. To this, Japan Display said: "In the past few years, as price competition intensified but customers attach more importance to quality and long-term record, there is still some barrier to entry . "
There are currently two types of automotive panels, general panels and custom panels on the market, a large number of general panels sold, but the price has stabilized, Japan Display to attack the custom panel.China government vigorously promote electric vehicles, so China Panel Factory But also actively invest in automotive panels, but Japan Display believes that the mass production mode of Chinese panel plants is not efficient at producing customized automotive panels.
Japan Display is also developing OLED panels and expects to ship samples in 2019 and mass production in 2021. OLEDs are expected to become the mainstream trend.Although the OLED is designed to be flexible, the LTPS panel can add other functions such as embedded touch Advantage, Japan Display will take both products to seize the car market opportunities.
As the estimated cost of investing OLED 200 billion yen in funds, the market rumors Japan Display will find partners to jointly produce OLED, and the Chinese panel makers BOE came forward to provide assistance, BOE has built an OLED factory in Chengdu, the next 2 to 3 years may be Began to have an impact on market supply and demand.
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