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Samsung mobile phone OLED panel up to 98.5% share;
Set micro-grid news, according to Korea Business Daily reported that in the past the third quarter, Samsung's panel accounted for 42.7% of the total smart machine sales of 50.3 billion US dollars.
According to IHS Markit, Samsung actually took the lead from Q1 this year, but its share was 27.2% and its revenue was 3.5 billion U.S. dollars.
Ranked second is the JDI, share of 12.5%, revenue of 1.47 billion US dollars, the third is LG Display, share of 7.7%.
One in the field of OLED, Samsung's market share as high as 98.5%.
2. China later into the world's largest panel manufacturing base;
Data show that in the third quarter of this year, well-known display panel maker BOE beyond LG Display as the world's largest manufacturer of large-size panels.At the same time, China's display industry technology integration and breakthroughs are accelerating, China shows that manufacturing is on the global stage Attracted more and more attention.
Size of 'double line' force
Recently, market research firm IHS Markit released data showing that the market share of LG Display, the world's largest panel maker, dropped 19.3% to 19.3% and BOE's market share reached 21.7% in Q3, which means that BOE surpasses LG to become the world's largest manufacturer of large-size panels.
This is another breakthrough made by BOE this year, but before that, BOE has successfully attracted global attention in the manufacture of small-size panels.
Recently, BOE announced that the 6th generation flexible small size OLED screen production line in Chengdu was put into mass production in advance, which is the first 6th generation flexible small size OLED screen production line in China and the second 6th generation flexible small size OLED screen production line.The application of the world's most advanced vapor deposition process, and the use of flexible packaging technology can be displayed screen bending and folding.This year is considered to be high-end mobile phone screen in South Korea Samsung exclusive monopoly broke into the first year of self-sufficiency .
In addition to BOE, Huaxing, another panel manufacturer in China, has made a number of breakthroughs this year. Recently, TCL Group revealed that its Huaxing Power production capacity has been rising and continues to be over-sold. In Q4, orders are in good condition. Production R & D is in progress and mass production is expected in the fourth quarter.
It is reported that at present, China Star Optoelectronics has two 8.5-generation line and a 11-generation line in Shenzhen, the main production of television panels; two 6-generation line in Wuhan, the main production of small-size panels such as mobile phones.
The transcripts from BOE and Huaxing are merely microcosms of the sudden emergence of panel makers in China in recent years, with Korean companies Samsung Display and LG Display making the world's leading manufacturer of size panels, but now the situation is happening Change.With BOE, Huaxing Power, Pegasus technology as the representative of the Chinese panel manufacturers, is gradually strengthening its own strength, want to compete with the Korean companies for the world panel manufacturing 'brother' throne.
Display industry under construction and planning investment of 800 billion yuan
Just as BOEK became the largest panel maker in the world in the same period, on the 28th in Guangzhou, poly conglomerate revealed the completion of a public platform, which is the first public open platform for R & D in China's display industry.
This reporter learned that the public platform brings together Huaxing Power, Pegasus Technology, Panda and other display industry leading enterprises and South China University of Technology, Huazhong University of Science and Technology, Fuzhou University, Institute of Chinese Academy of Sciences and many other institutions of higher learning institutions, will display Industrial enterprises to provide technical solutions, including OLED, QLED and other display technologies will become the future focus of the platform research.
According to insiders, China has been actively exploring the global display industry, and in the key special projects of the "13th Five-year National Key Research and Development Program" and the "Made in China 2025" key technology route, the development of the industry has been put in an important position. The new display is the cornerstone of the electronic information industry, has broad prospects for development, is from the display of materials, devices, equipment, manufacturing technology to display the entire industry chain, an industrial technology revolution.Public technology platform for the sound development of the industry to provide support, For the benign interaction of leading enterprises also has an important role.
China Video Association and China Optics and Optoelectronics Industry Association LCD Branch latest data show that China is under construction and has announced plans to flat panel display production line investment has reached 800 billion yuan, of which LCD panel investment over 500 billion yuan is expected in 2019 So far, our country will become the world's largest flat panel display production base.
According to statistics, in 2016, China's operating revenue in the industry was over 200 billion yuan. In the first half of this year, our country showed that Panel shipments of about 57 million square meters, accounting for about 1/3 of the global shipments, second only to South Korea ranks second in the world.
Force high-end display market
In fact, in addition to a breakthrough in the production line, this year, driven by good news, China's panel companies have also handed over a good report card in the A-share market. The first three quarters of this year, BOE's total revenue of 69.408 billion yuan, up An increase of 51.41%; net profit of 6.48 billion yuan, an increase of 4503.45%; basic earnings per share of 0.185 yuan, an increase of 4525%; and Huaxing Power's revenue and profits also maintained strong growth, a strong driving TCL Group ' Rise '.
For the development of China's display industry trend, well-known household appliance industry analyst Liu Buchen told reporters that in recent years, the rapid development of China's panel makers, at present, in the display technology, ordinary LCD has long been no technical problems, the next OLED, QLED other future Display technology will be the focus of development.
It is understood that OLED display technology has become the trend of the mainstream display technology in the future, with its own self-luminous, flexible folding, etc. Currently, in the global scope, Samsung Display and LG Display respectively in the small-size OLED display technology and large-size OLED display Technically living in a more leading position.Apple and other mobile phone manufacturers is Samsung OLED screen, LG Display and domestic Skyworth and many other companies to launch various types of OLED large-screen display products.
'General LCD production capacity has been more adequate, then the domestic enterprises will be in the production of display products to make structural adjustments, and China to overcome more display technology problems, hair OLED and other future display market, will be a large Trend. 'Liu Buchen said.
As Liu Buchen said, BOE's products are now getting more and more mature in small-size OLED displays. Next, it plans to develop flexible and foldable OLED small-size panels. In large-size OLED displays, including BOE and Huaxing Optoelectronics and other enterprises are interested in cooperation through research and development of Chinese and foreign enterprises in the form of breakthroughs in key technologies, wrestling the future market.
3. 镎 hit a small company to master the key technologies Micro LED;
Samsung has always been highly competitive with Taiwanese manufacturers. Even Zhang Zhongmou, the chairman of Taiwan Semiconductor Manufacturing Holding Co., Ltd., who holds tens of thousands of elite employees, and Terry Gou, Chairman of Hon Hai, regard Samsung as the biggest rival, while Chuangchuang takes the attitude of a small company of only a few dozen employees , It will be Samsung shares will be heard, but also add Chuang Chuang mystery.
Chi Chong a very low profile foreign, the company registered in the Cayman Islands, foreign recruitment data show that the capital of only 170 million yuan of NT However, Chuang Chuang high for technology promotion and research quite hot in the past six months Major domestic Micro LED Forum, Chong Li Li, chairman of the founding guests, but also to create a Micro LED as a synonym for.
Chong Technology was established in 2014, when mainland China vigorously support the LED industry, the other side of the LED plant frequently resorted to attractive conditions, Taiwan's LED talent digging roots, Chong is a bunch of reluctant to work in mainland China LED Technical staff for the company at the end of the team, Li Yunli used to be the technology of the new century photoelectric, under the terms of the ban, because in the country can not develop LED, and thus early into the laser LED and Micro LED field.
After the founding of the establishment of the first fund-raising investment, Epidemic participation in investment, Epoxy Epitaxy was later merged, making Epoch become a major shareholder, a holding 20%, including UMC, AUO and other investment Chi Chong, 镎Although only 800 million yuan was raised in Taiwan, major shareholders all made great achievements.
It is noteworthy that, although the founding team as much as the LED technology background, but not a LED factory Chong Chi, LED epitaxial it does not have capacity, but has Micro LED technology development and design capabilities, can provide a complete solution will only Let the panel makers, cell phone makers rush, at any cost to get the Micro LED admission tickets.
4. Skyworth dilemma: tied to the raw material panel net profit fell 123% year-on-year;
Skyworth dilemma: subject to the sharp decline in net profit of raw materials panel
Xu Yong Hong reporter Zhao Yi Guangzhou reported
In terms of performance, Skyworth Group's two major home appliances listed platform suffered a serious setback.
Recently, Skyworth Digital released its FY18 / 18 interim report with revenue up by 5.9% YoY, but its net loss was HK $ 192 million, down 123% YoY. In addition, Skyworth figures (8.830, -0.19, -2.11% ) January-September 2017 net profit of only 48.91 million Hong Kong dollars, a year-on-year decline of nearly 90%.
In fact, Skyworth Digital's color TV sales were less than satisfactory. During the period, turnover dropped 6.5% YoY to HK $ 8,764 million; total sales volume was 7.335 million units, a decrease of 11% over the same period in 2016, Reached 21%.
Interview with industry insiders pointed out that the concentration of color TV brands is not high, the difference between the top few market share is not large, in order to seize the market, the panel prices may trigger the company launched a 'price war'.
In response to the question of how to improve profitability and improve color TV sales, a reporter of China Business newspaper recently wrote a letter to Skyworth Group, but as of press time, no reply was received.
Net profit dropped significantly
Skyworth digital net profit decline is still expanding.Fiscal year 2016/17 report shows Skyworth net profit of 13.1 billion Hong Kong dollars, down 40%; and recently disclosed mid-2017/18 (2017 4 ~ 9 Month) results report shows that although the operating income during the period increased by 5.9% over the same period in 2016, but the net profit loss of 192 million Hong Kong dollars, compared with the profit of 836 million Hong Kong dollar in the same period in 2016, a decline of 123%.
In addition to Skyworth Digital, Skyworth Group, another publicly traded company under Skyworth Group, also fell into the category of "increasing revenues and increasing profits." For the first nine months of 2017, its operating revenue increased 21% YoY to HKD 5.144 billion, but its net profit 48.91 million Hong Kong dollars, down 87%.
As Skyworth Group's dual-platform strategic members, Skyworth digital TV business-based, and Skyworth Digital Skyworth since 2014, successfully spin-off digital spin-off after listing, set-top box business is the focus of its development.Reporter combing the relevant announcement found that the two net The sharp drop in profits is mainly due to the high cost of raw materials procurement.
Earlier in the performance notice, Skyworth Digital pointed out that the purchase of raw materials, including panels and major electronic devices, supply shortages and higher prices led to lower gross profit margin, and the intense competition in China's television market and rising production costs, resulting in an increase in average selling prices so that customers Decreased demand.
Skyworth figures also said that the main reason for the drop in gross profit margin and net profit in the first three quarters of 2017 as compared with the same period of last year was the increase in purchasing costs due to the increase in the prices of memory chips DDR3, EMMC Flash and NOR Flash in the procurement of raw materials.
Appliance industry watcher Liu Buchen told the "China Business" reporter said that overall, the decline in earnings of domestic color TV enterprises in 2017 is more common, including the past earnings of Hisense Electric (15.120, 0.15, 1.00%) also appeared in the net Profit dropped significantly.
As for the reasons, Liu Buchen analysis: 'the first half of 2016 panel prices rose sharply, is the history of the Chinese panel the most special one, the price increases, the cycle of the long, unprecedented, resulting in a substantial increase in the cost of color TV raw materials; the other In terms of the price of color TV in China can not go up, and the direct reason is that low-cost Internet brand competition has affected the color TV pricing model, the market price is very low.In addition, relative to other home appliances, the color TV profit rate has been Lower
In addition, Liu Buchen also pointed out that color TV enterprises difficult to get out of the shackles of raw materials, because most color TV companies do not layout the relevant industries, but also in the market, there is no right to speak of the brand, the price of color TV is difficult to increase.
As for how to improve profitability, Skyworth Digital said in a related announcement that high raw material prices and costs have put heavy pressure on gross profit margin. Apart from continuously optimizing the product structure, the company also introduced a series of stringent cost control measures and expedited its promotion Product technology and quality, strengthen the promotion of new products and speed up the switching speed of high-end products.
Skyworth Digital announced that it will continue to reform the company's supply chain system to cope with the supply of key raw materials and price changes during the peak season. In the future, the estimated unit price of the orders will be raised in advance, and the product market transformation will be conducted ahead of schedule to respond to the market demand. R & D and adjustment of products and layout High-margin integrated products; the implementation of foreign exchange risk aversion strategy.
'In the long run, the prospects for set-top boxes are not good. In the future, the functions of set-top boxes will be integrated into TVs and the market opportunities for independently set-top boxes will become smaller and smaller.'
TV decline is still hard to break the game
It is noteworthy that, as one of Skyworth Group's flagship businesses, the performance of color TV is not optimistic.Medial performance report shows that the turnover of Skyworth digital color TV products from 9,376,000,000 Hong Kong dollars in the same period in 2016 dropped to 8,764,000,000 Hong Kong dollars, down year on year 6.5%, and TV sets sold 7,354,000 sets, down 11% from 8,219,000 sets in the same period of 2016.
Specifically, Skyworth digital TV sales in the mainland China market was 349.9 million units, down 21%; overseas market sales of 3.855 million units, up slightly by 1%, turnover of 5.82 billion Hong Kong dollars, an increase of 29%, and the proportion of total overseas sales reached 76.7%.
'In the first three quarters of 2017 domestic TV market sales fell 10%, several major domestic brands, Skyworth digital decline is relatively large.' Zhong Yi Kang Black Power Research Center General Manager Peng Xian Dong told this reporter, in addition to the market situation Impact, Skyworth Digital in the 2017 internal structure and development strategy in the adjustment phase.
It should be noted that while the sales in overseas markets rose, it also brought an impact on the gross margin of Skyworth Digital during the period, while Skyworth's overall gross profit margin was only 15.8%, down 4.8ppts from the same period of 2016. Skyworth Digital in the report pointed out that the overseas market turnover accounted for an increase of 4.4 percentage points over the same period last year, due to the lower gross margin of overseas markets, its sales share of a direct impact on the overall gross profit margin.
In response, Liu Buchen pointed out that the gross profit margin of Chinese color TV enterprises in overseas markets is generally low. The main purpose of these enterprises to enter overseas markets is to occupy the market, so the price of color TV products is not high.
Overall, the sales of domestic color TV sets have not been satisfactory since 2017. According to AVC Omnidirectional Push Data, the retail volume of China's color TV market in the third quarter of 2017 was 10.41 million units, down YoY 12.9%. Orville cloud network is expected in 2017 full-year color TV market, the retail volume of 47.78 million units, down 6.1%.
Orvite Cloud Network pointed out that the size of the domestic color TV market changes and the average price was a significant negative correlation, while the panel prices and the average TV prices rise, is the main factor in declining color TV market size.
It is worth mentioning that the current panel prices in the downlink channel.China Times Electronics recently reported that the latest panel quotes in late November showed large-size TV panel offer lower than expected, 50-inch, 55-inch panel prices fell 2.5 % And 1.1%.
As the largest cost of color TV raw materials, panel prices will undoubtedly bring a lot of good for the development of color TV enterprises. Skyworth Group said that in the fourth quarter of 2017, large-size panel prices are declining, LCD TV panel prices are conducive to Skyworth and other brands Color TV profit recovery.Liu Tongzhuang, chief executive of Skyworth Group believes that the entire color TV industry will enter a more healthy and benign track, 2018 will have greater ease and improve the situation.
'TV brand concentration is not high, the difference between the top few brand market share is not large, the cost down, the TV companies will adopt price-cutting strategies to seize the market.' Peng also pointed out that other color TV raw materials prices are still rising. Management network
Can not afford to afford a full screen mobile screen for a large price survey
Full-screen mobile phones are increasingly recognized and loved by all because of the high screen ratio, the stunning display and the fresh experience of a gaming machine. The term 'full screen' can be said to be the hottest in the mobile phone industry in 2017 But everything has a two-sided, full screen mobile phone, though beautiful, good looking, but I believe that for so many years of use of smart phones are well aware of everyone, that is, the larger the screen, the greater the chance of smashing .
A few days ago I was an old classmate gave me a WeChat, that the phone could not buy a month fell, the screen is broken, because there is no purchase of the official broken screen insurance, to the after-sales asked, change a screen of money can Buy a midrange, although also asked the third-party screen change service is relatively cheap, but taking into account or rest assured that more important, so biting teeth in the official after-sales for the screen. Since then, my friend not only abandoned For many years, "streaking" machine habits.
Full screen mobile phones have become more and more popular, especially by the next year, the market more than 90% of mobile phones should be used full screen, and full screen and relative intolerance. Based on this, I have summarized several of the mainstream market comprehensive Screen mobile phone repair costs, including the screen, battery, motherboard, rear cover and other components, and some also support the popular third-party models, I also collected for your reference price, we can compare reference.
Friendship tips: friends need to repair the phone, we recommend the preferred official after-sale, so you can protect replacement to more reliable components, the overall life of the phone is also good, as the saying goes, a small loss of potatoes, there is a certain truth Product: iPhone X (full Netcom) Apple phone 2 full screen mobile phone repair screen how much money?
iPhone has always given the impression that you are selling expensive, more expensive to maintain, and even jokingly describe it like iPhone with luxury cars, you may be able to afford, but can not afford repair.So, as Apple's first full screen mobile phone iPhone X Since even the selling price soared to 8388 yuan, how much money to repair the screen?
Can be seen from the chart, iPhone X official repair screen price of 2278 yuan, a full release over the same period more than double the iPhone 8 Plus almost double.But the official should take into account this issue, so if the user with the phone to buy AppleCare + service, then only 188 yuan is enough.
Huawei Mate 10 is the flagship newcomer just listed recently, but it not only has a higher price / performance ratio than the iPhone X. The repair price is more real. The official Mate 10 broken screen set the repair price of 790 yuan, but this is the screen components The cost price, but also need to add 80 yuan labor costs, so the total price of 870 yuan.
Samsung Note 8 due to the use of a special full-color surface screen and Super AMOLED material, so the broken screen repair price should be slightly higher, the material cost of a single screen reached 1632 yuan, and if the engineer found in the repair process need to add some Accessories, then the need to add an additional 47 yuan price, therefore, in the official after-sales maintenance Samsung Note 8 screen you may have to pay 1679 yuan.
In contrast, the millet MIX 2 repair screen price is slightly closer to the people, the screen material price of 750 yuan, plus 40 yuan to the engineer's little brother labor costs, a total of 790 yuan.
Used OPPO and vivo mobile phone friends believe they have feelings, that is the perfect after-sales service of these two, so you can not pick a problem, sincerely customers are God's feeling. Now it seems indeed Well-deserved reputation, OPPO R11s and vivo X20 is the flagship of the two latest models, their official screen replacement price is only 620 yuan, and seemingly does not require additional labor costs, which is worth the praise!
Hammer technology as a very user-oriented brand, its intentions not only in terms of products and systems, and even repair the price is very kind.Ham latest full screen mobile phone Nut Pro 2 official repair screen price of 566 yuan, of which the screen Material costs 506 yuan, maintenance labor costs 60 yuan.
The above is a list of several popular full screen mobile phone for everyone to repair the screen price, let us through a table to more intuitively understand if you do not care about the phone, break it, you will need to make the wallet ' How much?
12 full screen mobile phone repair screen price reference
As can be seen from the table, the 12 full screen mobile phone, iPhone X is not only the most expensive to sell, the price is also the most expensive repair screen, people can not afford to hurt a feeling. Andrews, Samsung Note 8 because Using Super AMOLED screen and full-screen surface design, high technology complexity, and thus the most expensive repair; glory Play 7X because it is a thousand dollars upstart market, workmanship is not as flagship as complex, so repair it Also relatively cheap.
Camera, battery and other damage, repair the price of geometry?
Although the smart phone is the most easily damaged screen, but does not rule out the camera, battery, motherboard, the back cover of these parts may be damaged, let us through the next two tables together to understand the above parts if the bad How much money we need to prepare for repair.
12 full screen mobile phone rear camera and battery repair price reference
12 full screen mobile phone motherboard and back cover repair price reference
To see that the motherboard repair smart phone prices are generally higher, because the motherboard if something goes wrong, basically on behalf of the entire cell phone was destroyed, repair quite strenuous, with the remodeling almost the same, for example, from the chart We can see that the official Mate 10 Pro Huawei motherboard repair price of 2,099 yuan, 2,152 yuan for the Nuts Pro 2, which is almost equal to half the price of the new machine.
Do not put on a set of ugly, the key moment can save a cell phone life
Do not know if everyone is like me, after reading the maintenance of these full screen mobile phone inexplicable variety of pain and fear of feeling, especially the flagship model, change a screen or repair a motherboard almost can buy a brand new In the midrange, in this case, do not know how many users will choose to cross the heart to repair the old phone, rather than choose to buy a new one.
Therefore, as I said in the article title, in order to avoid this series of unnecessary expenses, we should all cherish the mobile phone more. If it is not a special friend who likes to streak, or wear it well, After all, a good quality phone sets and then expensive but also hundred and eighty dollars, the screen broke can go far beyond the price of the.
And then to the vulgar aspects to think about it, rather than because of carelessness and need to come up with one or two thousand repair cell phone, why do not we have the money to eat delicious, or do something more meaningful?