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1. Mainland crazy built 10-generation line, large-size LCD panel miserable to 2020?
Set micro-grid news, land factory dispute the 10th generation of panel production line, it is estimated that there are seven 10-generation line will be on-line factory, research institutes estimate, liquid crystal (LCD) panel oversupply situation, by 2020 will not be improved.
Korean media BusinessKorea reported on the 8th, IHS Markit reported that the BOE 10th generation line plant opened in the first half of next year, after Huaxing photoelectric; CLP Panda, Hon Hai's 10-generation line will also be on-line, it is estimated from 2018 to 2020 will be more A seven generation 10 line factory.
IHS Markit estimates that global LCD panel supply will grow by an average of 59% annually over the next five years. The proportion of 10-generation panels will rise from 4% this year to 26% by 2020. Over-production of LCD panels started in late 2015, at least Lasts five years and will not improve by 2020.
According to WitsView data, the price of 55-inch LCD panels in 2015 surpassed US $ 228 and dropped to US $ 200 in 2016, continuing to plunge to US $ 180 in December 2017. The TV market was headed toward 65-inch mainstream and panel makers competed for 10 and 10.5 On behalf of the factory, such factories are more suitable for the production of 65-inch and 75-inch panels. The current mainstream 8 generations of plants and 8.6 generations of plants for the production of 55-inch, 58-inch panels, the benefits of manufacturing larger panels less.
BOE has kicked off LG Display, grabbed the world's large-size panel overlord.
According to figures released by IHS Markit, BOEQ beat South Korea's Leader in Q3 2017 (July-September) in 2017 for the 9-inch and above large-size panels for TVs, monitors, PCs and tablets. Out of 40.12 million panels, the market share of 21.7%, better than 19.3% of LGD (sales of 35.68 million).
Since 2004, large-size panel market has been vying for the leading position by Samsung and LGD. After defeating Samsung in Q4 2009, LGD has been the first place for 8 consecutive years, this time for the first time in South Korean panel factory in 13 years Lost the leading throne.
2. Full screen evolution, Samsung, LG flagship 2018 will be no border design;
Set micro-grid December 8 reported
Perhaps this year's full screen war only opened the curtain of a screen war, followed by shaped screen, borderless screen, and even the front full screen and folding screen will be listed.
According to South Korean media reports, high-end mobile phones such as the Samsung Galaxy S9 and LG G7, which will be launched in 2018, are expected to exceed 90% of the total screen area and even achieve a borderless design with a border near zero.
From the current flagship machine, the so-called full screen screen share is still at 80% of the camp.As introduced in the first half of the Galaxy S8 83.3%, Galaxy S8 Plus was 83.9%, G6 82%, Galaxy Note 8 in the second half and The V30 was 83.2% and 83% respectively. In addition, even the Apple iPhone X with the special shaped screen has only 82% of the screen weight, and the major mobile phone operators still can not break the 90% line.
Overall, next year with the leading manufacturers, more than 90% share of the screen is the industry trend.In this trend-driven, borderless screen will also become the mainstream.From the screen manufacturers, the folding screen will also be more and more Near and future mobile phone form will also have greater changes.
Back to the Chinese mobile phone manufacturers to see, no border and folding screen phones are already in development.
Borderless areas, Nubian introduced the borderless Z9 as early as two years ago, so far the technology of the Nubian Z17S is quite mature, but also launched two generations of max products last year and this year. Already very small.
Nubian borderless screen phone
Millet MAX2 phone
In the field of folding screen mobile phones, the earliest product exposure of the real foldable phone from OPPO, the screen achieved a fold.Moreover, the message shows that Huawei is also developing a folding phone (prototype has come out), but they want to pursue more perfect Program.
OPPO folding screen phone real machine
With the new screen technology, Samsung is the earliest possible mass production of folding screen mobile phone manufacturers.According to the news, Samsung may launch in 2018 a folding phone, named Galaxy X. Some industry experts predict that by 2020 Year when the folded smart phone shipments will come to 15 million level.
Before 5G, the smart phone industry is difficult to have a big technological breakthrough, but because of the appearance of the phone screen appearance changes is the biggest surprise.
3. Offei Technology, Hon Hai competing into the optical industry Yujing Optoelectronics: not enough considerations;
Set micro-mesh news, iPhone X's Face ID much market recognition, driving a new wave of smart phone optical applications, industry chain manufacturers are competing inputs, including Ofeito, Hon Hai and Qiu Titanium technology is speeding into the intent to compete Industry dominance, but in the apple supplier Yu Jing photoelectric view, not enough.
On Dec. 7, Yujing Optoelectronics Co., Ltd. held an online legal person's briefing session. For Optics, Hon Hai and other competing inputs, Chen Tianqing, chairman of Yujing Optoelectronics, responded that both Hon Hai's optical mold factory Jan Optoelectronics, or the acquisition of Sony's UFIDA factory in mainland China, and Qiu Titanium Technology officially entered the new branch, etc. In summary, the review of coating, assembly, lens, etc. are interlocking, and this is and Not like some industries, inputs will be able to produce products out of the optical industry, high barriers to entry, little impact on optical crystal jade.
Jade crystal photoelectric as a leading supplier of iPhone X front lens module, driven by the iPhone X. Shipments have also steadily increased.Lastly, the lens mold factory in Yang photoelectric and Hon Hai strategic investment, will give jade Crystal off the impact of electricity, triggering concern in the industry.
In this regard, Chen Tianqing analysis, 3D lens mold development of the main technology within the company, when the case of insufficient mold capacity, or mold outsourcing will be outsourced to outside firms (Hon Hai) .Competition and strategic cooperation between the market is the natural law of the market And mechanism, jade crystal light little effect, the current jade crystal internal team is also carefully assess their own mold capacity, does not rule out the possibility of increasing equipment.
In fact, a 3D lens to be completed, it is not easy to do.Chen Tianqing said that this should be from the optical design, body design, mold injection, parameter stability, coating, assembly, the final lens review capabilities and other considerations Is indispensable, the industry chain industry can not storm the ability of a single process, the lens can be done well, this is the reason why the lens factory technology threshold mat, the main production process is too long, every process technology Needs to be done well before it is possible to produce a good shot.
However, after the market rumors iPhone X delayed production is mainly affected by the front lens yield, Chen Tianqing responded that Yu Jinguang continued to improve the yield rate at the present stage, but also deepen the layout of the compound lens, already have some technical ability.
Looking to next year, 3D camera industry chain manufacturers are actively pulling efficiency and yield, improve the yield, upward trend in 2018. Obviously, China's mobile phone makers OPPO, millet, etc. will also follow the rhythm of the iPhone X, using 3D camera, will give Oufei technology, Hon Hai and other manufacturers to bring opportunities.
At present Oufei technology in order to overall layout of consumer electronics, smart car business opportunities, the implementation of two-way development strategy, based on deep consumer electronics war situation, orfe technology's product line has covered optical imaging products, sensor products, touch module Products and so on.
The Hon Hai Group's optical mold factory in Yang photoelectric, the main business covers high-precision optical mold research and development, manufacturing and sales, the manufacture of mobile phone foundry. In Yang photoelectric optical mold with independent research and development, production and marketing, lens injection molding capabilities , Can provide customers with high precision and stability of the mold, help to improve the success rate of subsequent products.
However, Chen Tian-Qing believes that the optical industry is very special and very high degree of customization, supply chain adjustment capability must be strong.Because the product portfolio, technology, yield, factory production, equipment, further improved, the corresponding needs of different brands customers , Jade Crystal Light has the ability to develop, taking into account the future development of the industry, the current customers have not yet fully determined.
4.LG response for iPhone X supply OLED screen: not finalized;
Phoenix Technology According to "South Korea Herald" Beijing December 8 reported that the industry speculated that the LG display will be Apple's iPhone X supply OLED panel issue, LG responded that the supply agreement has not yet been finalized.
LG said in a regulatory filing: "As for the agreement to supply OLED panels for the iPhone X, everything has not yet been finalized, and when the details are confirmed, we will announce it or announce it within a month."
LG clarified industry speculation at the request of South Korean regulators South Korean media reported LG has signed a supply agreement with Apple to supply OLED panels for iPhone X. Informed sources said LG is in the Paju E6 plant is iPhone X installed production equipment.After the installation, production from about June, Apple supplies 60 million OLED panels.
Apple sells about 200 million smartphones a year, and Samsung Display is currently Apple's sole supplier of OLED screens, claiming it has signed an agreement to supply 67 million OLED panels for the iPhone X.
For the past 10 years, LG has been a reliable partner for Apple to provide LCD panels for Apple, but for the iPhone X, Apple signed the first OLED panel supply agreement with Samsung.
For LG, the partnership with Apple, which has accelerated its investment in OLED panels for smartphones in the near term last month, announced that it will invest in OLED panels for TVs and mobile devices in the next three years 15 trillion won (about 13.7 billion US dollars), and for the production of intelligent machine OLED panel set aside 10 trillion won.
Last month, LG CFO Kim Sang-don said during a conference call that the company expects to double its OLED panel sales for TVs and mobile devices next year.
According to the report of IHS Markit, a market research firm, the worldwide market for smart OLED OLED panels has been growing at an average annual rate of 23.5% in the past five years, and next year the size of the smart OLED panel market is expected to double to US $ 28.4 billion, Xiao Yu)
5. The next generation iPhone or keep the LCD screen
Apple is expected to be the first of three smartphones on sale in the second half of 2018. With the view that all new models will have organic EL panels on the screen, Production system is not yet complete, Apple believes that the use of organic EL panel at the supply level there is a risk. Good at producing LCD panels are expected to receive orders for Japanese companies.
iPhoneX out of stock
Relevant sources disclosed the above news.All the new iPhone launched in 2017 using a glass backplane, but the 2018 LCD models plan to use metal backplane.
Organic EL panels are colorful and easy to process, such as bending. The first of the three iPhone models released in the fall of 2017, the most advanced model, "iPhoneX", uses an organic EL panel and the remaining two adopt the same LCD panel. Retained LCD models, Japan Display (JDI) and South Korea's LG display is expected to continue to receive orders.
In the production of organic EL panel technology, South Korea's Samsung Electronics advantage, "iPhoneX" organic EL panel supplied exclusively by Samsung.If all models in 2018 using organic EL panel, the dominant single-star Samsung will be more and more Obviously, it is likely to hit Japanese panel companies hit hard.
In addition to the organic EL panel, "iPhoneX" is the first to unlock the face recognition function, but because of the technical difficulty, the supplier's yield is not high, the production once in trouble, resulting in the release of the sale time and sales out of stock situation.
Nikkei News Network