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1.WitsView: Large-size panel BOE 2020 nearly 40% of the share;
Set micro-grid news, three new plants will be put into operation in mainland China in 2018, much market attention.WitsView research manager Hu Jia Rong said BOE 10.5 on behalf of the factory first product lock 65-inch panel, CLP Group 2 8.6 generation plant is Targeting 50-inch, 58-inch, will lead to large-size TV panel shipments climb.It is expected that in 2020, BOE 65-inch, 75-inch panel is expected to win nearly 40% of the market share.
Only a panel plant in mainland China will have its new plant in operation in 2018, with most of the other expanding their production slightly. WitsView estimates that the overall TV panel shipments will only slightly increase by about 5% in 2018, with CLP Group having 8.6 generations in Xianyang and Chengdu 8.6 generation Plus two new plant put into operation, shipments up to 58.6% annual growth rate; Hui Ke is because of 8.6 generation plant expansion, improve production yield, shipments estimated growth of 118.2%; BOE except 10.5 on behalf of the plant, There are 8.5 generation plant expansion, the annual growth rate of about 4.7%.
WitsView estimates that in 2018, the share of TV panel shipments in mainland panel plants will be about 38.64%, surpassing that of South Korea by 32.28% and that of Taiwan panel double-breasted tigers by 25.54%.
In addition to catching up with shipments, mainland panel makers are also starting to lock in new capacity for larger size TV panels, resulting in a shift in overall TV panel size distribution.
Hu Jia Rong said that 50-inch or more large-size panels because of the large size, easy to go production capacity, but most with 4K technology, high turnover, good profit, to attract panel makers compete.Anticipate 2018 50 inch TV panel out The proportion of goods rose to 17%, accounting for more than 60-inch TV panels also accounted for 7.2% .40 ~ 45-inch panel is because Samsung cut capacity, accounting for 20.2% decline to the 32-inch panel because of emerging market demand in Southeast Asia Support, shipping share remained at 30.7% level.
BOE 10.5 on behalf of the factory locked in 65-inch and 75-inch large-size TV panels, Taiwan and South Korea panel makers have earlier this year layout to enhance this year's 65-inch shipments to 11 million, 75-inch shipments reached 1.6 million, annual growth Up to 123.6%.
BOE will start volume production of 65-inch panels next year, estimated heavy volume in 2019, share increased to 21%, 2020 will further climb to 37%.
75-inch panel is the layout of the Korean panel factory earlier, 2017 Samsung, LGD total share of up to 73%, 75-inch panel in the 10.5 generation and 6 cut, but also economic cutting size, by 2020, the BOE 75-inch share of up to 42% , Far ahead of South Korea's 27%.
2. Xinlun technology 'marriage' Akron, the acquisition of 45% stake in joint-stock company simultaneously promoted;
Set micro-mesh news, Xin-lun technology from 2013 to the field of new materials transition, has launched a 'Consumer Electronics Functional Film Materials Project', 'lithium-ion batteries with high-performance packaging materials project', ' Functional optical film materials project ', in order to speed up the business transformation, in recent years, through mergers and acquisitions, joint ventures, technology licensing and other means, and actively expand cooperation with leading companies in the field of new materials in the field, and now Xin Lun technology is working with Akron 'Marriage', intends to $ 9.9 million acquisition of Akron's 45% stake in a joint venture with Akron to acquire patented technology to enhance their technical strength and status of the OLED industry.
Xin Lun Technology to be 9.9 million US dollars acquisition of Akron 45% stake, CFIUS or 'blocking'
On the evening of December 11, Xin Lun Technology announced that in order to further enhance the R & D and innovation capability of the Company in the photoelectric display industry chain, the next-generation flexible display materials market will be laid out through resource integration. The wholly-owned subsidiary of the Company, Hong Kong Xin Lun, intends to acquire Karen company 45% stake, the purchase price of 9.9 million US dollars.
American Akron PolymerSystems, Inc. (Chinese: Akron polymer system, referred to as 'Akron company') was established in 2002, the product started with LCD optical compensation film, in the field of display and other new polymer materials Development, product innovation and commercialization.
At present, the board of Xin-lun technology reviewed and passed the "Proposal on Acquisition of 45% Equity in American Akron Polymer Systems Co., Ltd." and authorized the company's management board and Hong Kong's Xin Lun to handle the acquisition of equity business including but not limited to Negotiation of the terms of the agreement, legal documents relating to the acquisition of the business and the change of business information upon completion of the acquisition.
Xin Lun Technology announced that after the acquisition, the company became Akron's major shareholders, will enjoy the priority of its intellectual property rights, on the one hand the company can play in the development of polymer materials such as polyimide Advantages, the layout of the future flexible display of the future demand for materials to promote the company's products in the country to commercialize; the other hand, the company can introduce a strong R & D team to jointly develop for domestic customers, manufacturing functional materials in the field of optical display , To promote national product upgrades and foster independent intellectual property rights is of great significance.
However, this acquisition of shares may face the risks of technology digestion and absorption and management integration. More importantly, due to the involvement of Akron in a small number of U.S. military materials projects, the acquisition of this equity stake still needs to be approved by the U.S. Foreign Investment Review Board (CFIUS ) CFIUS will be the largest barrier in the acquisition process.
The simultaneous establishment of a joint venture company, Akron patented technology shares accounted for 30%
Of course, even if the CFIUS review fails, the new technology is still otherwise prepared, the two sides 'marriage' seems determined to win the same day (December 11), the new technology, another announcement Bulletin said the company and Akron companies intend to Shenzhen Nanshan (Shenzhen) Co., Ltd. (hereinafter referred to as "JV"), the company intends to invest RMB 35 million in cash, accounting for 70% of the registered capital; Akron Corporation intends to use its proprietary technology The price of 15 million yuan contribution, accounting for 30% of the registered capital of the joint venture company's total investment of 125 million yuan.
Among the joint ventures, the proprietary technology package Akron intends to invest is' Negative Birefringent Polyaryletherimide Thin Film Technology for Liquid Crystal Displays (Including but not limited to related patents, raw material ratios required for production, Manufacturing processes and product components, etc.) The business scope of the joint venture company is the research and development of materials and related technologies including polymer materials, high performance composite materials and their products, optical films, functional coating materials, polymer functional films, Display industry with its derivatives and other products.
The current world shows that the industrial center is shifting its business to China and the domestic market has huge space. Under the strong support of national policies, the domestic industry shows a rapid development. In 2016, the domestic cumulative production of mobile phones was 2.26 billion, with 290 million computers and 170 million sets of television sets , Showing the industry's sales revenue of 201.3 billion yuan (ranking third in the world). Panel production capacity has risen to the second place in the world. It is estimated that production capacity will rank the first in the world after 2018, and the investment in LCD and OLED production lines will exceed 5,000 billion yuan.
However, with the display industry supporting key optical materials, self-sufficiency rate is still low, especially the various types of high-end optical film is mainly dependent on imports.Sex Technology said that in order to meet the domestic display industry on the domestic demand for optical film, the company has been started in 2017 Changzhou Functional Materials Industrial Park, investment and construction of 'display with functional optical film materials project' at the same time with the Akron co-investment in the establishment of joint ventures, combined with the company in the market, Akron company's technical advantages for the domestic Showing the problems facing the industry, the joint upstream and downstream industry chain and well-known R & D institutions at home and abroad to achieve high-end domestic optical film material support, innovation and win-win cooperation will promote the cooperative enterprises and the rapid development of the domestic industry.
3. BOE signed an investment framework agreement with Suzhou Wujiang District Government to build three major projects;
Set micro-mesh news, December 11 evening, BOE announced that the company and Suzhou City, Wujiang District People's Government signed the "BOE (Suzhou) Industrial Park project investment framework agreement" (hereinafter referred to as 'agreement'), the two sides intended to cooperate in The project of BOE (Suzhou) Industrial Park jointly constructed by Suzhou Wujiang Economic and Technological Development Zone includes the project of intellectual service service industrial park, life technology health industry park and semiconductor display industry.
Among them, the intellectual property service industrial park project a total investment of about 40 billion yuan in the first phase; life science and technology health industry park BOE direct investment of not less than 3 billion yuan; In addition, BOE and its associated funds will be timely in the industrial park to start the semiconductor display industry Project construction.
According to the disclosure, in the intellectual service industrial park project, both parties agreed that the wholly-owned subsidiary of BOE will be wholly-owned and relocated its existing site to Wujiang Economic and Technological Development Zone in Suzhou City for upgrading and expansion. The project, Based on the original product capacity, the project will expand TV, monitor capacity and expand IoT smart terminal products. The total investment for the first phase of the project is about 4 billion yuan, with a total land area of 469 mu and a project construction area of about 350,000 square meters. And by the highly creative company in the implementation of the project key node schedule, the new base construction strive to March 31, 2018 start construction, March 31, 2019 completion of the construction of the new base construction acceptance; high record of relocation efforts in The overall transfer and formal operation will be completed by December 31, 2019.
In addition, both parties intend to invest in the construction of a life sciences and technology health park in the Wujiang Economic and Technological Development Zone in Suzhou at a timely manner. The BOE's direct investment in the project should not be less than 3 billion yuan. The specific contents and preferential policies shall be separately In addition, the semiconductor display industry and other projects will be BOE and its related funds in Suzhou Wujiang Economic and Technological Development Zone to start construction.
According to the agreement, both parties jointly build the BOE (Suzhou) Industrial Park project in Suzhou Wujiang Economic and Technological Development Zone, which will give full play to BOE's resource integration capability, intelligent manufacturing industry advantages, professional park development and operation management advantages, and Wujiang District People's Government Industrial environment and policy advantages to further strengthen BOE's industrial layout in Wujiang, Suzhou, promote regional economic and social development and industrial innovation and development.At the same time, Suzhou Wujiang District People's Government will support the introduction of land supporting conditions, energy supply and supporting facilities, personnel introduction And other aspects of the project to provide policy support.
4.LG display aimed at the first organic EL lighting market throne;
On December 8, South Korea's LG Display Company announced that it will enter the automotive market in the field of next-generation lighting using organic EL. As a first measure, LG Display signed a supply contract with Daimler of Germany, which has increased the lighting production capacity to this 30 times before, and strive to supply the Japanese auto giant.Analysis that the lights will become the core of organic EL lighting market, including Japanese companies, including competition will be fully launched.
The advantage of organic EL lighting is its ability to bend
Organic EL lighting is based on the principle of laminating an organic layer over a plastic substrate and making the entire surface shine with a thin, flexible surface. Allegedly, orders received from Daimler by LG Display are organic EL-illuminated taillights.
If the organic EL lighting for the taillights and headlights, easy to achieve the shape of complex fashion design.Previously, the design of excellence BMW and Audi from the German lighting giant Osram procurement of organic EL lighting, only part of the sports car and special models car Adopt.
LG monitors and Daimler's deal will be used as a weapon to promote the use of BMW and Audi in luxury cars. In Japanese companies will also be supplied by the Japanese manufacturer of light-emitting lamp headlight strives to be cultivated within 3 years as Annual sales of 200 billion won business.
On the same day, LG Display revealed that it has launched a "5th generation (1.1m × 1.25m)" substrate with an annual capacity of 15,000 organic EL lighting production lines in Gumi area in central Korea, putting in about 150 billion won. The production line seems to be transformed from the TV production line, lighting production capacity has increased to 30. LG Display Park Park Soo stressed that "the global launch of flexible organic EL lighting production line is only LG."
LG monitors hold more than 90% of the world market share in the TV and organic EL panel market. Cooperation with LG Electronics under the same consortium will accelerate the consolidation of the first place in the lighting market after television.
5. Sharp off for Samsung Samsung LGD panel to begin this month
LGD will begin shipping Samsung's 65-inch and 75-inch LCD TV panels this month, showing plans for a more stable panel supply from Sharp after Sharp discontinued its supply. LG and Samsung may also be in the TV and panel markets Buy each other's products.
South Korea's Etnews quoted industry sources as saying that LG Display will offer 65-inch, 75-inch and 32-inch LCD TV panels this month to Samsung Electronics' Video Display Division (VD).
LG Display said: "We have decided to supply the 65-inch and 75-inch LCD TV panels to Samsung starting from the end of this month and we are also discussing the supply of these models. We are negotiating supply stability in the medium to long term and This cross-purchase program has not been considered as a short-term goal. "
After Hon Hai's Sharp Sharp late last year told Samsung to stop supplying the TV panels, Samsung faced a shortage of panel supplies for months. The Samsung VD division has been thinking about ways to stabilize supply and demand of very large panels.
Although SAMSUNG monitors are also suppliers of Samsung's VD division, SAMSUNG does not have a clear solution since Samsung monitors have moved the 7th-generation LCD line (L7-1) to small and medium-sized OLED panels. To make the supply network Stable, Samsung has negotiated with many panel makers, including LGD.
Samsung appears to have come up with a plan to take the lead in the market for TVs larger than 70 inches, which will launch high-end products ranging from 70- to 80-inch QLEDs, compared with the current 55- and 65-inch Mainstream OLED TV competition, but also plans to increase 8K resolution in large TV models of technology, make every effort to attack the large TV market.