Set micro-grid launch micro-channel IC WeChat public number: 'Daily IC', real-time release of major news, every day IC, every day set of micro-network, micro-into a!
1. "Made in China" flexible screen 2020 will account for 25% market share;
The 2017 China Display Industry Development White Paper released by China Smart Display Innovation Conference held in Wuhan shows that by 2020, the global AMOLED screen panel market, which has been firmly occupied by Samsung Korea, will undergo a significant change. The "Made in China" flexible screen Will occupy 25% market share.
Flexible screen, also known as OLED, is currently the most high-end smart phone products, compared with the traditional LCD screen, flexible screen with low power consumption, high brightness, color rich, thinner, can be curved and so on. , The mainstream product of the gross profit margin decline, indicating that the product must be transformed and upgraded, and flexibility is the future of the mainstream.In the field of flexible screen production, Samsung in South Korea in recent years, a dominance: in 2016 Samsung accounted for almost the global AMOLED screen panel shipments of 99% Although China produces 90% of the world's mobile phones, 80% of the calculators and 70% of the TVs, the market space left for China is small in this future-oriented display industry.
5G communications will achieve large-scale commercial use in 2020. The intelligent display industry has become an important support and foundation for carrying the technological revolution such as smart hardware, Internet of Things and virtual reality.High-end display industry giant in China is being laid out in Wuhan. In April this year, Pegasus was in Wuhan The flexible screen production line will light up and mass production is expected by 2018. The Wuhan Huaxing t4 project is the first 6th generation flexible LTPS-AMOLED display panel production line in China focusing on the folding display screen. It is estimated that the main plant will be capped in advance by the end of the year. To achieve mass production; BOE layout in Wuhan 10.5 on behalf of the line and related supporting projects to fill the gap in the field of large-size panels in Wuhan.Data show that the third quarter of this year BOE large-size panel production in the world. "2017 China Display Industry Development White Paper It is expected that with the launch of new AMOLED lines such as Huaxing Power, BOE and Pegasus, the "Made in China" flexible screen will exceed 25% by the market space of less than 1% by 2020. Hong Kong Wenhui Net
2. Overcapacity! 40-inch TV panel or 25% price cut half a year;
According to the statistics of international panels, the prices of 40-inch and 43-inch TV panels have dropped in November this year. Among them, the price of 40-inch TV panels dropped the most and dropped 25% in the past six months. Investigate the reasons In addition to the main panel production South Korean companies to increase production, the mainland also accelerated their panel production from 2012 to 2016 mainland panel shipments have grown 212%, jumped to the world's second largest panel production base now panel overcapacity , The overall price decline, to meet the supply and demand changes 65-inch large-size TV will be the main sales, the other high-resolution 4K technology as well as smart TV panel makers also become the focus of the next active development.
Salesmen hard-selling, home appliances stores in the TV hit price cuts were lacking in human interest.TV salesman pointed out that in July to sell 33 units last July, light sold more than 50 units; from the second half of last year, I feel like buying Gas down.
TV not only bought in the physical stores deserted, even the network stores also bleak.
Yang Dongsheng, general manager of sales of Jingdong appliance take 32-inch example, during 618 may average about 1,100 yuan each, but in this double eleven is almost dropped out of 1,000 yuan, most of the mainstream is 900 Multiple.
About NT $ 4,000 can buy a TV, still can not attract consumers desire to buy the market is expected in 2017 TV sales in the year will be reduced by 5% over the previous year, but relative to the next two years panel production capacity will peak, including China, South Korea panel makers have production plans.
LG Display Trading Company General Manager Kim Ying-hoon proposed 8.5-generation line-based panel production capacity per month is 180K (1000) or more. Shenzhen Huaxing photoelectric vice president of Chenshan Shu said that at present have exceeded the design capacity of 60 %, In the same this production line, production capacity will have to grow by about 10% next year.
For the mainland, panel shipments increased 212% from 2012 to 2016, making it the world's second-largest panel production site and accelerating panel capacity growth. However, the decline in demand for television sets in the market led to a drop in panel prices.
In November of this year, the price of 40-inch and 43-inch TV panels dropped sharply, with the 40-inch TV panel cutting prices by more than 25% in the past six months. Facing changes in supply and demand, panel makers turned to technology upgrades.
'OLED TV product sales this year increased over last year, the level of increase is now estimated at 100%.' LG Display Marketing General Manager Kim Young-Hoon, said the Shenzhen Huaxing Photoelectric Technology Co., Ltd., vice president of Chew Han Shu pointed out that the new quantum dot technology Saturation is more saturated in the consumer's visual experience.
OLED and 4K high-resolution television will become the trend, and large-size TV has risen to the main products. TCL Group Chairman Li Dongsheng analysis Now 55-inch TV sales volume has become the number of the first of any size, 65-inch Is the fastest growing a size.
In addition to producing large TVs and enhancing visual effects, television is no longer as simple as displaying video images. Smart TV is also a major focus for mainland manufacturers to actively develop.
No remote control, talking to the TV can start a variety of home appliances, as well as face recognition feature is also used, enter a movie star screen, Smart TV automatically lists all the relevant information to enhance the added value of television, the mainland More grab the large-size panel production, by 2018 65-inch and 75-inch large-size TV will face fierce market competition, in order to break the sales figures, master the high-end technology has become the key to survival of the panel industry.
3. BOE ten years counter-attack: from burning machines to the global 'screen king';
Over the past two decades, the global LCD panel industry experienced a wave of magnificent industrial relocation, while the BOE LCD panel represented by domestic enterprises, is one of the protagonists.
The rise of BOE today is an unsustainable 'technology bubble' or a far-reaching scene in the epoch-making 'industrial revolution'?
On the morning of November 14, 2017, at the opening forum of 'BOE (BOE) Global Innovation Partner Conference' in Wuhan, Wang Dongsheng, 60-year-old chairman of BOE Technology Group (000725.SZ), portrayed the audience as a sci-fi movie 'The Fourth Industrial Revolution' scene.
Not long ago, BOE redefined itself as "an Internet of Things company that provides smart port products and professional services for information exchange and human health," and its basic business semiconductor display device (LCD panel) has just stepped onto the global market. 'S throne: the first three quarters of panel shipments in the world, while in smart phones, tablet PCs, laptop displays and other market share remains the world's fifth every five mobile phones worldwide, or every four flat-panel Computer, there is a BOE display.
More surprising than the market share, this giant manufacturer with a total assets of up to 238.9 billion yuan and now owns 11 semiconductor display production lines has shown an innovative momentum over the past few years: the global patent applications are expected to exceed 8500 in 2017 In 2016, with 7500 patent applications and more than 50,000 patent applications available, Huawei became the only two mainland Chinese companies with Huawei in the top 50 patent licenses in the world in 2016, and the only one in the world whose patent growth rate exceeded 200% of the company.
Within less than two months, the global LCD giant's stock rose nearly 70%, while its share price nearly doubled from a year ago.
According to the 2017 Third Quarterly Bulletin, BOE revenue of 69.4 billion yuan in the first three quarters of 2017, an increase of 52% over the same period of last year, while net profit surged 45 times over the same period of last year to reach 6.5 billion yuan.
Boosted by continuous rising prices, BOE's total market capitalization rose from less than RMB100 billion a year ago to over RMB200 billion today and has become the 'Super White Horse' held by more than 200 funds Shigekura. Only in October Attracted hundreds of investment institutions get together to investigate.
In the 20 years after BOE chose to enter the LCD panel industry, the questions from the market have never stopped. From 2003, which stunned the industry in multinational mergers and acquisitions, to be questioned in 2013, the amount of 46 billion yuan in misappropriation of fixed-capital financing, LCD panel industry's unique Global industry competition model, and long-term industrial investment financing losses, has brought unbearable pressure on BOE.
Over the past two decades, the global LCD panel industry experienced a surge of industrial relocation, while the LCD panel represented by the BOE is one of the protagonists. The rise of BOE is an unsustainable 'technology Bubble 'or epoch-making' Industrial Revolution 'in the far-reaching scene?
Reverse cycle 'gamble'
On August 12, 2013, BOE announced the largest financing in the history of the LCD panel industry: a further 46.0 billion yuan will be offered to all parties in the market, including the original shareholders and institutional investors. The size of this financing will also set a refinancing amount for the A-share market Record.
Just in the first three quarters of the year, BOE set a 'profitable record' with a net profit of 1.36 billion. After entering the LCD panel industry in 2003, BOE has suffered a loss of more than 1 billion yuan for many years and a non-net profit of -38 million in 2011 Yuan's 'loss record'.
Just less than two years of profitability, such a huge financing solution was introduced. It is not hard to imagine that it will lead to questioning and even abusiveness in the A-share market where 'miscellaneous money games' run rampant.
BOE announced financing options, 46 billion yuan invested heavily in the distribution throughout the country several high-generation LCD panel production line construction.In the previous few years, BOE LCD panel production line in the investment has reached 100 billion scale.
According to media statistics, prior to the financial crisis in 2008 until refinancing in 2013, BOE has invested in six high-generation production lines in Chengdu, Hefei, Beijing and Erdos, accumulating a total investment of more than 130 billion yuan.
In addition to the loan support from local governments and banks, the major source of financing for these projects is the issuance of additional financing in the A-share market. In addition to the record-breaking 46 billion in financing, BOE has accumulatively raised over 70 billion yuan in the A-share market .
In 2011, the international liquid crystal panel market shrank for the first time and many high-generation domestic production lines have been put into operation one after another contrast, but also for the domestic industry triggered a round of 'overcapacity' controversy and questioned. Industry observers worried that in the face of overcapacity And technology to replace the dual threat of the domestic LCD panel industry, may become the 'next photovoltaic bubble'.
BOI explains that the field of LCD panels is a globalized industry with a special competitive model. The large-scale production line construction and investment in research and development of new technologies, as well as the long investment return cycle determined by the liquid crystal industry, The law of competition.
At the end of 2013, when interviewed by the media, Wang Dongsheng said that the "counter-cyclical competition" strategy of large-scale industrial investment in the trough was not the original creation of BOE. At that time, the industry leaders Samsung and LG experienced more than a decade of catch-up and loss After that, taking advantage of the industrial downturn brought about by the Asian financial turmoil in 1997, the industrial scale was rapidly expanded and surpassed the previous Japanese enterprises that have led the way for nearly 20 years.
His semiconductor display industry law of survival that was proposed in 2010 was widely recognized as "Wang's Law" in the industry: the standard display price will drop by 50% every 36 months. If the price remains unchanged, the performance of the product must be more than doubled.
It is based on a profound understanding of the LCD panel industry, a special industry competition law. When BOE entered the liquid crystal display industry at the beginning, it formulated the five phases of "Entrepreneur-Chaser-Challenger-Leader-Leader" Development strategy, and the martial arts romance of martial arts in Jin Yong martial arts advanced name, chaussure louboutin pas cher, which chase the leaders of the four industrial strategy stage, respectively, named "steel sword" iron sword "wooden sword" and "no Sword '.
After ten years of industry take-off and technological catching-up, 2013 is the start-up phase of the "Iron Sword Strategy" transformation of BOE from 'chaser' to 'challenger.' Since the beginning of this year, BOE has accumulated R & D and innovation capabilities, with a series of high-generation production line investment in the full outbreak, and South Korea, Japan and Taiwan, China and other panel companies launched a "three kingdoms" of industrial innovation battle.
After the construction of more than 8.5-generation lines such as Suzhou, Hefei and Chongqing with the investment scale exceeding 100 billion yuan in 2013, the global panel price dropped in 2015, BOE invested another 70 billion yuan to build Fuzhou 8.5-generation line and Hefei 10.5 on behalf of the line, which became the world's second-generation ultra-high-generation production line after Sharp.
With the maturity of the flexible display OLED technology, BOE has launched a generous investment layout in this new display area: In 2016, the sixth generation AMOLED line with an investment of 46.5 billion yuan landed in Chengdu, making BOE the second largest in the world after Samsung Large flexible OLED suppliers; the end of the year, BOE signed an investment agreement with the Mianyang government once again invested 465 billion yuan to build a second OLED production line.
Within just five years, BOE invested more than RMB170 billion in the construction of high-generation LCD panels and flexible OLED production lines, setting up 11 panel production lines with a total investment of more than 300 billion yuan nationwide.
Before 2010, China did not have a production line for LCD panels of more than 6 generations. In that year, China imported LCD panels up to 47 billion U.S. dollars, second only to ICs, petroleum and iron ore. In 2016, when the layout of BOE was completed, Panel production capacity has accounted for 32% of the world, is expected by 2020 to 54% of the proportion of the world's first.
In the meantime, relying on the R & D platform of its next-generation production line, BOE has once again achieved the "overall upgrade" from profitability to innovation capability. In 2013, the company filed more than 3,500 patent applications, ranking the second in the world. Since then, the patent application and authorization The number continues to rise, with more than 200% patent growth rate by 2016, becoming the 'King of Innovation' in the global semiconductor industry.
Along with a large number of innovative 'first' products, BOE has laid the industry's leading position at the same time, but also brought huge profits for the enterprise, as the 'Wang's Law' shows, occupy a dominant position in research and innovation BOE has maintained its gross margin higher than its peers since 2013.
The rapidly expanding market share and growing operating profit support the investment in BOE follow-up production lines as well as a visible return on investment for marketized shareholders: In 2014, the Company launched its "Shareholders' Return Plan for the Next Three Years", announcing that each year Will allocate not less than 30% of distributable profits for shareholders 'dividends, and dividend will be 1.7 billion yuan in 2015 and 2016 respectively. It is estimated that the full-year 2017 profit will exceed 10 billion and the shareholders' dividends will exceed 3 billion yuan.
Ten years of hard fighting
Over the past decade or so, BOE has been like a 'dancer on a wire' between the 'capital logic' for short-term return on investment and the industrial investment model with ultra-long cycle and large-scale investment, and it is difficult to maintain the relationship between the two Balance.
As China's earliest CRT (CRT) Sino-foreign joint venture, BOE validated the drawback of the 'market-for-technology' joint venture model: since Matsushita joint venture in 1987, Beijing Matsushita out of the historical arena in 20 years, China's CPT industry still did not grasp the core technology of CRT manufacturing.
In 1993, under the inspiration of international management theory, Wang Dongsheng launched the 'Enterprise Reengineering Project' for the comprehensive restructuring of the BOE. At the same time, with the joint venture with Matsushita to produce color picture tubes, Wang Dongsheng at one stroke managed to accumulate the technology and human resources accumulated by the old state-owned enterprise , In just one year to get rid of the hat for seven consecutive losses, become one of the leaders in the domestic CPT market.
In the Chinese market, consumer upgrades bring color TV and CPT sales become increasingly popular on the occasion of the cooperation with Matsushita for many years BOE management has been aware of the display market is facing the overall 'upgrade' technology trends, and in 1997 the establishment of TFT (color LCD Display devices) project team for the enterprise planning the future into the LCD panel industry development model.
At this time BOE once again faced a difficult strategic choice: is to continue the early joint venture model with Japanese-funded enterprises, or as the then home appliance business, from the downstream industry chain manufacturing and sales began to enter the market?
However, both of these industrial paths are facing a common challenge. They are unable to grasp the core technologies in the upstream of the industrial chain and are inevitably "controlled by others" in the all-round market competition in the future.
Wang Dongsheng and BOE finally chose another tougher industrial strategy: that is, through a multinational mergers and acquisitions to introduce a full set of technology systems, on the basis of independent technology research and development and industrial system .2003 BOE to 380 million US dollars acquisition of South Korea Modern 3.5-generation LCD business.
When interviewed after many years, Wang Dongsheng once said frankly about the background of military enterprises in the early years of the BOE. What left him with the most precious fortune was the historic sense of mission and responsibility.
Their concerns about China's LCD panel industry, "controlled by others," soon became a reality: With the mass-scale industrialization of liquid crystal display technology after 2000, the domestic appliance enterprises, once gaining an advantage in the color television market, were forced to monopolize the industry chain The international giants came to a "surprise."
Like Samsung, LG, such as the whole industry chain support for color TV business, but also 'take-all': one through the rising prices of LCD panels, the domestic color TV companies into their 'cheap migrant workers'; the other is with a high generation Display monopoly advantage, firmly occupy the high-end color TV market, exclusive rich profit cheese.
The BOE, which builds its own R & D and industrialization system through cross-border acquisitions, was caught in a crisis of capital-chain rupture because of the overseas listing program. It was reluctant to close the Korean production line and sell a large amount of non-core assets to raise funds The company is still facing a huge funding gap, which is one of the most difficult experiences Wang Dongsheng remembered.
Finally, with the joint support of CDB and Beijing Municipal Government, BOE was able to weather the crisis and mass-produced the 5th generation line independently researched and developed in May 2005. However, sales volume of LCD TVs nationwide increased by 452% over the same period of last year % Of the case, the international liquid crystal giant in the large-size LCD panel joint large price cuts, so that the once-profit BOE plunged into huge losses again.
The BOE, which was overwhelmed by huge losses and liabilities, had to apply to the Beijing municipal government to issue government loans in the form of 'debt-to-equity' by way of non-public issuance of A-shares and to divest and sell a series of Non-core assets to maintain the company's operating cash flow.
The reason why the Beijing municipal government is willing to contribute billions of dollars to become BOE shareholders, on the one hand out of the LCD panel industry as China's emerging industry system, a key element of understanding, but also from the BOE behind the huge 'LCD panel industry chain' Expectation: BOE's two production lines put into operation in Beijing have attracted Corning, TPV and many other Fortune 500 companies with a total investment of 70 billion yuan, forming an annual production value of nearly 100 billion, more than 40 tax payments Hundred million of large industrial system.
This "syndicated loan + government investment" and cooperation with enterprises to build and operate a new model of industrial investment and financing opened a new path of capacity expansion for the BOE. At the end of 2007, the BOE invested 4.5 billion in the Chengdu project again 100 million yuan of incremental financing by Beijing Economic and Technological Investment and Development Corporation, Chengdu Industrial Investment Group and Chengdu High-tech Investment Group, three investors in full subscription.
'Burn machine'
In the next few years, BOE's productivity upgrade and expansion rate made the industry dumbfounded: In the background of global industry downturn and shrinking of production capacity, the Company invested over 100 billion in just five years to build six high-generation production lines Achieved 'chaser' stage 'steel sword' strategy.
However, in the meantime, the BOE, which has caused a huge amount of construction and equipment depreciation caused by intensive production line investment, has kept its real production capacity and market competitiveness continuously rising, facing doubts and worries from the capital market. For the A-share market For investors, the BOE after the financial crisis is like a 'money-burning machine': on the one hand, it has been losing money year by year; on the other hand, it has been investing heavily in new production lines with huge additional issuance.
The "burn-money model," which is hard for market investors to understand, has repeatedly frustrated BOE's financing plan in the capital market. From the sharp drop in the scale of project financing to the daily limit of large-scale "fled" investors after the restricted shares were lifted , Market investors again and again to the BOE industrial ideal cast 'no confidence vote'.
In the meantime, the prosperous production and sales of the pre-production line and the huge industry chain pulling effect have caused local governments that cooperate with them to increasingly trust BOE's industrial capabilities and to become the 'new shareholders' of their follow-up investment projects. As for questioning by observers, the BOE has used "huge project investment" to "kidnap" local governments.
In the face of heavy doubts, Wang Dongsheng repeatedly expressed his envy of the 'Industry Investment Fund' model in South Korea. In 1981, the World Bank and the South Korean government jointly established the KTB Industrial Investment Fund, which has held a 15-year long stake in Samsung and finally After helping Korean panel companies lose more than 10 years, they surpassed Japanese companies to become global hegemony in one fell swoop.
After the BOE entered the LCD panel industry, due to the lack of support for long-term capital and related investment and financing systems, it had to establish a global competitive landscape with almost one-handedness through the 'short and long investment' model in local governments and capital markets Under this 'super industrial system'.
In reviewing this struggling development process, Chen Yanshun, the BOE CEO, admits that in the face of the global industry competition driven by one trillion yuan of capital, BOE must rely on strong government investment and diversified market financing channels to play this' expensive Industrial warfare '.
BOE's ten years of bitter experience in the LCD panel industry has also brought new changes to the development of another 'super industry' in China. That is, following the paneling, imports rely on semiconductor chips that have surpassed oil for many years.
According to the Customs data, China's chip imports have reached as much as 207.2 billion US dollars in the first 10 months of 2017 and the chip production in mainland China is only about 10% of the world's total. According to the 'Made in China 2025' plan issued by the Chinese government, the self- 40% by 2020 and 70% by 2025.
In 2014, State-owned shareholders such as finance and social security put into establishing a national integrated circuit industry fund of 100 billion yuan (referred to as the 'big fund'). With a total investment period of 15 years, the key links and leading positions in the chip industry chain Enterprises to increase investment.
In the meantime, BOE, which is moving from 'Challenger' to 'Leader' in the global LCD panel market, has also started another transformation.
At the inaugural Global Innovation Partner Conference in 2016, BOE Chairman Wang Dongsheng for the first time provided a complete overview of the "industrial logic" behind the strategic transformation of the company.He believes that after three industrial revolutions represented by steam engine, power and communications computing technologies, Human society is entering an era of 'the fourth industrial revolution' driven by the Internet of Things, artificial intelligence and big data.
The IoT system, which bears the platform for the emerging industry system in the future, is the 'Inclusiveness' supported by the three core capabilities of computing power (core), human-computer interaction capability (screen) and massive data collection and processing capabilities Industrial Ecosystem '.
Based on this vision of the future 'industrial ecosystem', BOE conducted a comprehensive 'Restructuring of Ability' for its world-leading display technology and industrial system.
In the meantime, in order to meet the new round of 'revolution in life science and technology' to be held in the coming days, BOE will also deploy healthcare in areas such as mobile healthcare, regenerative medicine and digital hospital, etc. Southern Weekend
4. Terry Gou smash big investment Micro LED, Samsung anti-tyrants against households;
Recently, Samsung increased its cooperation with the Taiwan Micro LED supply chain to give Hon Hai Group a high degree of attention. In the meantime, Apple has been rumored to be launching pilot products with American Semiconductor, and a new wave of panel war is just about to begin ...
Less than a month left! South Korea's Samsung Electronics is racing against time to prepare for a showcase of Micro LED TVs at CES on January 7, 2018, and if successful, Apple restrained Samsung's weapon and turned it into the next profit-making tool, and more specifically, this time to assist Samsung's supply chain of related products, in part from Taiwan.
In the past year, South Korean manufacturers frequently visited the Micro LED supply chain in Taiwan, and one industry observer observed at Taiwan's Taiwan Science and Technology Park. "This month, South Korean engineers are present here almost every day."
Wu Zhiyi, director of Electro-Optical Institute of ITRI, pointed out that the Micro LED Forum sponsored by ITRI this year, many listeners are mostly from Samsung, LG experts, and frequently asked questions.Xing Mingjun, general manager of Jingdi also said: " If next year, Samsung introduced Micro LED TV is not too surprising. "
Taiwan factory new technology by Samsung executives attention
Why South Korea's Samsung is so concerned about the technological development in Taiwan? Because Samsung found the supply chain in Taiwan, has independently produced an independent resolution of up to 300 DPI full color display information independent of the new display, as long as the replacement of the soft substrate, it is possible Make a flexible display screen, or a transparent new display, grab the market with Samsung.
In Taiwan, there are quite a few companies that are developing Micro LED technology. Everlasting Electronics Co., Ltd., a subsidiary of Acer Inc., and Helianthem, a GLO company invested by Google in May this year, turned on a color Micro LED screen. In November, Technology introduced the first drive chip designed specifically for the Micro LED; As for the investment in Epistar Technology, this year also end Micro LED full color screen samples.Another by the Chi Mei Electronics TV panel division former general manager Chen Liyi Mikro Mesa, also said they made a breakthrough in the Micro LED technology.If coupled with AU Optronics, Quantum, Crystal, Hon Hai and other manufacturers, Taiwan Micro LED team and not many research.Although Taiwan in the global panel market in Defensive, but there are a considerable number of teams into this innovative technology research and development.
Only this technology really glowing, light display technology is not enough, but also need to tailor the display driver IC, parts, circuits in order to show the greatest effect. Without these support, a very innovative energy display technology Market value.
However, these resources, Samsung has all, "Samsung has invested in the Micro LED 3 years, hundreds of engineers in the R & D", the industry observed.In other words, when Apple set up a secret R & D base in Longtan, Taiwan, build Micro LED supply Chain, South Korea's Samsung also secretly trained in-house.
In the past year, Samsung also created a Micro LED supply chain in Taiwan. The industry believes that Samsung should make the first attempt to make Micro LED TVs and has now entered the final stage.
Two months ago, the industry came out by Jong-Hee Han, president of Samsung Display, to invite relevant Taiwanese suppliers to South Korea to discuss the possibility of further cooperation.
Han Zhongxi high position within Samsung, directly to the chief executive of Jin Xuan Shi report.It is understood that, as long as he met, before he entered the conference room, all the following executives, vice president, all should be arranged in two rows at the door to greet. He is also responsible for Samsung Electronics related programs, is very interested in Taiwan's Micro LED technology, not only hope that the Taiwan factory to provide samples, but also the other proposed long-term cooperation plan.
Samsung action Guo Dong actively follow up
Samsung to find information on the Taiwan factory cooperation, and then spread to Hon Hai chairman Terry Gou.In his early December, he met in Tucheng headquarters to discuss the issue of Taiwan Micro LED supply chain strategy.This day is Saturday, but the chief financial officer Huang Qiulian, Hon Hai Group Vice President and Sharp President Dai Zhengwu and other high-level executives are all in place, Guo Dong order, the Hon Hai Group's top display technology experts, through the global switchboard, have from Guangzhou, Japan online meeting.
"You know how much Samsung spent in the first three quarters of this year? 3 trillion Taiwan dollars! (Note: Samsung Electronics net profit of 11.19 trillion won in the first three quarters of this year, 2.4 times the same period in 2016.") Gou said Samsung Samsung this year Display technology makes a lot of money, but now also dig Taiwan Micro LED supply chain, Gou can no longer sit back and watch.
Currently, Gou's new investment in micro LED company eLux is working with Hon Hai, a subsidiary of Hon Hai, but with the cooperation of Taiwan's supply chain and Samsung overweight, Hon Hai also decided to consider using the same terms with Samsung to follow up. Sharp will also study whether Micro LED technology can be combined with Sharp's IGZO (thin-film transistor) technology to make high-end display panels. "Financial News" survey, the current Hon Hai subsidiary, also Their own use of their own capital investment, such as Automotive Division, and actively want to use this technology in the automotive industry.
However, one of the most crucial role, or Apple.At the end of this year, Apple's Longtan plant came downs, whether the enthusiasm for Micro LED technology is recession, or even extinguished?
"Choi News" to verify a number of key industry players, "Longtan factory has not downsizing, but the task to adjust." An industry source, said Longtan original Apple Display Technology was the supply chain integration center, because OLED and Micro LED All belong to self-luminous technology, so Apple came to Taiwan OLED technology team, while evaluating these two technologies. "Now, they were asked to focus on the OLED, because OLED technology are now in the hands of Samsung, Apple must Grasp the technology in order to know how to adjust the future, how to design. "" Fortune "investigation, Apple's Longtan plant is being announced and Da-Yun, Dammam to discuss whether the use of Taiwan's OLED materials and equipment production screen to replace the Samsung Mastered the relevant supply chain, Longtan factory equipment, can be used to verify Taiwan factory technology.
Apple aimed at small and medium size panel
In other words, Longtan plant is busy dismantling Samsung OLED technology, at the same time, Samsung also came to Taiwan to dodge Apple's concern Micro LED supply chain.
"Apple's enthusiasm for Micro LEDs has not diminished," observed one industry expert, "Apple is not the same as Samsung." He analyzed that Apple is more interested in small and medium-size panels, which are harder to do than large-size panels , "Apple needs more breakthroughs." "Choi News"
5. UAV favorable automotive display with AMOLED;
The research consultancy group pointed out that once the unmanned vehicles on the road, consumers will speed up the quality requirements for automotive displays, high-end products are active organic light-emitting diode (AMOLED) panel, have the opportunity to enter the car display market .
Qunzhi Consulting estimates that in 2016 the amorphous silicon liquid crystal display panel in the global car display, the market share is still 100%; but from 2019 AMOLED will be gradually adopted by the car display, 2020 global AMOLED car display market The share will reach 1.5%.
Wisdom Consulting that the vehicle market for intelligent requirements to promote the car networking, or even the development of driverless technology, especially the commercialization of 5G, the wisdom of the automotive industry development as a catalyst role, because the 5G Low latency can support fully driverless and accelerate the pace of smarter cars.
In the above environment, the car display panel standards, will be closer to consumer electronics products, the pursuit of higher resolution, higher resolution and faster response speed, compared to traditional amorphous silicon panel technology, AMOLED apparently will have More advantages
6. Samsung to abandon the curved TV, full development QLED quantum dot display and large-size products
Currently Samsung, the world's absolute OLED screen leader, want to continue in the future to stay ahead of, you have to speed up the technology update.In the past, Samsung, once pushing the curved TV maker, has now decided to give up the development of curved TV , Turned to more advanced QLED quantum dot display technology has developed.
According to South Korean media reports, the focus of development of Samsung TV has been QLED QDED quantum dot screen from the curved surface research and development.Compared with Samsung's curved surface of the TV, according to Samsung's 2018 business plan, and actively promote QLED quantum dot display technology and Large size products, will be the main focus of development.
It is mentioned in the report that Samsung is well aware that the next generation of television is not competing in form, such as curved surface, and is always in technological development. Although curved televisions are expensive, they have not fundamentally changed in technology and can only be said Is a phased product.In this direction, Samsung believes that QLED quantum dot display technology is the next major display technology, the main competitive trend.
At present, the biggest advantage of QLED quantum dot technology is that self-emission technology does not require additional light sources, the picture detail is better than OLED, and in most cases, the backlight is turned on in bright or dark scenes, So that the color of the picture can be more vivid, and without being limited by the shadow of the back light, and continuously maintain a good viewing environment.
Large-size panel product development part of the South Korean media also pointed out that Samsung, Sharp out of stock, the end of 2017 to LG's LCD panel was originally based on 40-inch, but optimistic about the 2018 65-inch large-size TV market development will be Therefore, Samsung is preparing to develop large-size products, LG will provide Samsung 65-inch to 75-inch large-size TV LCD panels to Samsung, in order to meet the needs of Samsung's large-size TV development.