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1. The apple glass supplier Bern Optical officially started IPO, or listed in 2018;
According to overseas media reports, Apple's largest cell phone glass supplier Bern Optical, Chuan is preparing for the initial public offering of shares in Hong Kong (IPO), is expected to raise 1.5 billion US dollars of funds.
In fact, as early as the beginning of 2016, there were rumors that Berne Optics has been listed on the market and plans to raise 2 billion U.S. dollars by the end of 2016. However, as for A shares or Hong Kong stocks, it has not been formally established yet.
According to people familiar with the situation, according to sources familiar with the matter, Byrne Optics has officially started the IPO preparation plan and will be listed as soon as the first half of 2018, including Citic CLSA and JP Morgan Chase.
This year marks the 10th anniversary of the iPhone. Apple released a total of three new models of the iPhone 8, iPhone 8 Plus and iPhone X. One of the most prominent features is the fact that the material of the chassis is changed from a traditional aluminum alloy into a glass. One of the suppliers is Bern Optical.
It is understood that the total area of Bourne Optics in Huizhou, Shenzhen is more than 1.2 million square meters and the total number of employees in the two places is more than 100,000. Orders from international brands such as Apple, Samsung, HTC and Sony account for 90% of the company's output, In the mainland market, it has provided glass screens for Xiaomi and Huawei, accounting for about 10% of the company's output value.
Public information shows that Byrne Optical was established in 1986 as a privately owned Hong Kong enterprises, formerly Fuji Optical Co., Ltd. and Bern Optical Co., Ltd., 2010, the formal integration of the Behn Optics Co., Ltd., is currently the world's largest glass panel Manufacturers, the global market accounted for more than 60%, Shenzhen and Huizhou two major production bases in the total output value of more than 30 billion yuan.
2. Blue Si technology and the country plans to build a joint venture to strengthen the precision ceramic business;
Set micro-mesh news, the appearance of ceramic parts is becoming a major application of mobile phone back cover, recently announced the Sanhuan Group in ceramic materials to solve the strength, cost, mass production and other ceramic back cover in the mobile phone application of the key issues today Blue Si Technology also announced the entry into the field of ceramic back cover.
December 18, BlueScope Technology announced that BlueScope International (Hong Kong) Limited ("BlueSky International"), a wholly-owned subsidiary of the Company, and Shandong Guoce Functional Materials Co., Ltd. (hereinafter referred to as' ') In Shenzhen signed a "cooperation agreement", intends to jointly invest in the establishment of a joint venture in Changsha Blue Sisuo porcelain New Materials Co., Ltd. (tentative name, the final business registration shall prevail, hereinafter referred to as "Blue Siguo porcelain"), aimed at Promote the promotion and application of special precision ceramic materials in the field of intelligent wearable devices.
According to reports, Lan Si Guo porcelain registered capital of 10,000,000 yuan, of which Blue Thought international cash contribution of 49 million yuan, accounting for 49% of the total investment; Guoce material cash by way of investment 51 million yuan, accounting for the total amount of investment 51% The company will be put into production in Hunan Liuyang Biomedical Park, the main dry pressing of zirconia ceramic powder products, injection molding of zirconia ceramic feeding products and alumina powder precision ceramic materials such as R & D, production and sales.
Compared with sapphire, glass and other materials, precision ceramics have the excellent properties of high surface hardness, impact resistance, electromagnetic signal penetration and bright gloss, which are very suitable for high-end consumer electronic products. Material has four aspects of the characteristics, first, at 5G high-frequency occasions, it is lower than the dielectric loss of glass nearly 20 times lower high-frequency loss, the signal received more clearly; the second is to drill crystal zirconium material and the human body Third, diamond crystal zirconium can be processed into any shape, including glass unibody shape difficult to achieve; Fourth, the strength of the ceramic back cover, the hardness is 2 times the glass, not easy to be scratched At the same time can be better with the application of mobile wireless charging technology, a huge market space.
As we all know, as the world's consumer electronics industry chain of glass suppliers, the core customer is Apple, and has entered the domestic first-line mobile phone manufacturers brand camp.This time, the national materials together, will be able to further develop advanced New applications of special ceramic materials to make up for their own short board at the same time, the development of smart terminals and wearable smart ceramic products, and with the national ceramic materials in the advanced ceramic materials technology research and development, large-scale production and other advantages, combined with Blue thinking The advantages of technology in precision manufacturing, intelligent manufacturing and customer resources have brought more possibilities for both parties.
Market analysts believe that through this alliance, the two sides can better play their cooperation in the advanced ceramic powder materials, molding processes, special hard non-metallic materials, precision manufacturing, large-scale production, quality and customer resources, etc. First advantage, more conducive to promoting industrial upgrading and further expand the market space.
3. Panel price drop and demand back to temperature, 2018 TV brand shipments are expected to pick up to 218 million units;
According to the latest research report of WitsView, the global LCD TV shipments in 2017 reached 210 million units, down 4.1% year-on-year. Looking ahead to 2018, the panel will see significant price cuts and demand back Driven by factors such as temperature, WitsView predicts global LCD TV brand shipments will plunge back to 218 million units, an increase of 3.9%.
WitsView vice president Yang Qingxiang pointed out that the panel prices began to reverse the second quarter of this year down, so far has an average of more than 17% decline, coupled with China's Double 11 festive sales and black Friday stocking in Europe and the United States lead, the TV brand shipments Strength continues to strengthen, the brand also hopes that this momentum can continue into the Spring Festival next year, while next year's Winter Olympics, North America's Super Bowl and the World Cup and other major sports events, is expected to heat the TV market will continue to heat up.
Samsung next year, shipments minus 1% is still the highest crown, TCL benefited from vertical integration shipments increase
Samsung Electronics will continue its profit-oriented strategy in 2017. In addition to QLED TVs that push high prices in the high-end market by 2018, both 49-inch models and 4K high-resolution products will both exceed 50% of shipments. Despite the poor margins, the small size of the following products seeks to optimize cost by increasing the outsourcing weight, although its strategy of pursuing gross margins could sank 1% of Samsung's shipments next year.
OLED TV performance this year, dazzling, shipments increased by 72% year to 1.5 million units.OLCO's main brands LG Electronics and Sony will continue to OLED next year to storm the high-end TV market, the two brands in 2018 overall TV Shipments are expected to maintain modest growth.
TCL Group's strategies for CSOT, TCL and TCL achieved significant results this year with shipments forecast to reach 14.3 million units, ranking third in volume. Shipments next year Will continue to grow, the annual growth rate is expected to reach 6.7% or more.Vertical integration mode not only to ensure the stability of the panel supply, the brand configuration of the machine is also more flexible, can be used as a reference for the development of other brands in the future.
Foxconn Group, integrated upstream and downstream synergies appear, Sharp TV shipments increased 97.5%
Hisense, the other of the top five shipping companies, is at a competitive disadvantage due to the lack of upstream panel resources in the group and actively exploring overseas markets will be the key strategy for Hisense to maintain its growth. Hisense Announces the Worldwide Purchase of Toshiba for 40 Years Right, that is, an important layout to expand to the sea.
On the contrary, Foxconn Group originally had Sharp panel resources and a complete foundry supply chain, this year even more into the same group with the panel plus the whole machine through-train mode of production, led this year's Sharp brand TV shipments grew to 9.4 million units in the year The growth rate as high as 97.5% Sharp shipments next year, more opportunities to more than 12 million units ahead goal, although still unable to squeeze into the world's top five, but lack of panel resources, Hisense, Skyworth and other Chinese brands, will Continued to pose a threat.
Recall that in 2017, the top three brands shipped by TCL and the strong return of Sharp brand show that the vertical integration mode of future panels, OEMs and brands will be the key layout for the brand to continue its steady growth. In 2018, in addition to product specifications such as large size, high resolution and OLED TVs, which are still playing an important role in upgrading major consumer sports events in the next year, WitsView predicts that in 2018, the global LCD TV Brand shipments will grow to 218 million units, an increase of 3.9%.
4. Year-end summary: 2018 LED industry analysis of the new trend;
Routine technology to study more, only for the future more choices, select the cloud Yun Shu days, but also choose a niche market .2018, do not read the past, fear of the future. Unconsciously is the end of 2017, time to us Some products have not been developed yet, and some of the results have not yet reached the standard, so 2017. But looking back at 2017, LED industry quietly grew a lot of new 'buds' in the expansion ... ...
01 / Micro LED is beautiful, but Mini LED is more real
2016 LED ring is the hottest Micro LED, but the long-rumored 2017 Apple Watch did not use the Micro LED screen, so I have been looking forward to the author really lost a hand, but fortunately Mini LED.
From Micro LED to Mini LED strategy, the entire LED industry, has always felt that a long time to mass production technology to take a step forward.Maybe many people see is Micro LED away from us, because everyone is Mini LED to do, but I saw the LED further.
Although the Mini LED is considered a transitional product of Micro LED, but I think Mini LED should be treated as a new product form.First of all not to say that Micro LED in the end can not mass production, say the current LCD and LED display, At least LED demand is still the largest display market, even if the OLED caused a great impact, but at least for the present and the next 3-5 years, LCD display is still a place, especially in China's large-size LCD line Continued investment in the case, the backlight market is still a great demand.
In addition, there are LED displays are accelerating toward smaller size, and Mini LED is out of the small space between the Micro LED, so if the small spacing continue to go down, Mini LED still has a strong market demand support.
So regardless of whether the production of Micro LED, LED industry, Mini LED is also a huge opportunity.
02 / small pitch into the cinema, the next step is TV
For LED displays, in addition to cell phones, monitors and TV screens, as well as movie screens, Samsung introduced the world's first LED movie screen in 2017 and installed it in the Lotte World of Cinema, Korea, and in 2018 Samsung will launch the first Micro LED TV at CES 2018 in Las Vegas in January of this year, with a maximum size of 150 inches and mass production to be released in 2018.
According to my understanding, Samsung's screen is a 455-inch screen diagonal, 1,024 cm wide and 540 cm high screen is actually p2.5, 1010 package of small pitch display.But Samsung's participation, for the The future development of small pitch is of great importance, while Samsung plans to launch LED TV in 2018, which will also open new opportunities for the future of small-pitch LEDs.
03 / iPhone X to promote 3D sensing, VCSEL high-speed blue ocean
2017 is the tenth anniversary of Apple, so iPhone has done a lot of revision, one of which is Apple's iPhone X Face ID iPhone X Face ID and face recognition of the general mobile phone is not the same, the Face ID , iPhone can also detect whether the user's eye is watching the iPhone's display, while iPhone X also has 3D sensing capabilities.
There's a structured optical receiver module consisting of six components, one of which is the VCSEL, which is predicting the rapid growth of VCSEL because the iPhone has been the benchmark for the mobile phone industry.
More to the point, near the end of 2017, Apple again announced plans to invest $ 390 million in its VCSEL array vendor Finisar, which is being used on the TrueDepth camera on the iPhone X. But shortly after, Finisar released The company said it had no debt or equity investments in Finisar and Apple said the amount it represents represents the company's future business for some time to come, according to the news that there was a problem with Apple's announcement that Finisar should pay 390 million U.S. dollars.
Regardless of whether it is invested or not, Finisar's VCSEL business will see new growth as VCSEL supports some of the key features of the iPhone X, such as Face ID, Animoji and portrait mode self-portraits, and the near-responsiveness of AirPods, X sales continue to break through the future more products will be applied to this design.
It is reported that Apple has newly developed a high-end 2018 iPad, will use many of the design elements of the modified iPhone X, including built-in Face ID support.
If in accordance with the previous Apple's supporting industrial chain demand for development, the future VCSEL bound to become a new growth momentum LED industry.
04 / LGD Launches World's Largest Production Line, OLED Lighting Usher in New Changes
OLED lighting has long been considered as unattainable, too expensive, can not enter the home, can only be located in some high-end design, the market is not large, but in 2017 LGD announced the launch of the world's largest OLED lighting production line , While the introduction of OLED lighting brand 'Luflex'.
The fifth generation of OLED lighting production line (1,100mm x 1,250mm) at LGD's Gumi P5 plant, which is fully put into mass production, is the largest in the world with the production of the second generation production line (370mm x 470mm) of 4,000 pieces per month Than the production of about 30 times more than the amount of LGD plans to 15,000 for the initial production, and then gradually expand production, mass production, is expected to improve the quality, while ensuring price competitiveness, and accelerate the expansion of market share.
As a veteran LED industry, I have always believed that the new technology has its own, not credible attitude.I believe LED people have experienced a T8 LED lamp 300 or even higher price of the time, but to today only a few Ten's price.
OLED lighting in the end will not impact the LED, will always expensive? In fact, from the current investment in China for OLED point of view, the future is the largest OLED manufacturing center. LED there is much room for price cuts, is not OLED no chance to cut into I want to ask a question mark.
Also worth mentioning is that in the 2016 Guangya show, I found that OLED products have boarded the stage, of course, there are many deficiencies, but does have his advantages. 2018 is considered the first year of China OLED display, There will be many 6 generations of AMOLED production line after another release, production capacity will be substantially increased by 2020, which will have a new impact on LED lighting, I think as a LED industry people, or need to understand changes in competitive technology before it can be stable Take your own fishing boat.
05 / COB display into the lobby, the small pitch market usher in a new adjustment
COB small spacing display is not really a concept, but why in the LED industry in 2017 to mention it? Because 2017 Lehman publicly launched their COB display products.
LED display a lot of listed companies, why Lehman introduced will write it? In fact, this has nothing to do with Lehman, but because the previous COB display are some second and third tier brands in the push, while the mainstream listed companies are that the problem A lot, it is difficult to mass production promotion.
In 2017, Lehman Optoelectronics introduced the third generation of COB small pitch LED display panel, announced the first half of 2018 in volume production shipments .This COB display products, it is representative.For the future COB display, The author believes that with the small spacing has reached a certain bottleneck, the advantages of COB may be more prominent.
(Text / LEDinside skavy)
5.OLED TV shipped next year to see 2.5 million units;
OLEDTV and QLED (Quantum Dot) TVs are fiercely competitive. Market research firm WitsView pointed out that as more and more TV brands join the OLED TV market in 2018, coupled with the increase in monitor production yield, OLED TV is still expected to remain high-end TV market Brilliant performance, machine shipments have the opportunity to surpass the 1.5 million in 2017, came to a record high of 2.5 million units.
WitsView said OLED TV shipments have outperformed this year thanks to international brand responses such as Sony, while QLED TV camps such as Samsung, TCL and Hisense have encountered some hurdles in the promotion of high-end markets due to pricing issues Although organic materials in OLEDs have the problem of color fades, image sticking may appear after prolonged use, which has been criticized for a long time. However, the current LCD panel has been limited in terms of specifications. However, OLEDs, regardless of color saturation, , And even the thickness of the machine can continue to optimize, so the international brand is still very attractive.
Although the QLED camp continues to emphasize that it has better color-saturation over OLEDs and no life-span issues, the truly self-emitting QD displays are still far from commercial at this stage due to the poor external quantum efficiency and the inability to sustain long-term glow .
Therefore QLED camp in the short term will still QD backlight products to fight, that is, a layer of backlit shop covered with quantum dots film, commonly known as QDEF, through the LED light to stimulate the quantum dots in order to achieve high color saturation effect. Since backlighting is an essential component that increases overall thickness, it is still a disadvantage compared to OLED TVs, so a new generation of QLED TVs may use glass light guide solutions to reduce the thickness.
In addition, price positioning is also QLED TV this year, a big problem to 55-inch 4K TV, OLED TV and QLED TV retail price of only about 100 US dollars.But in recent years in LG Electronics and Sony and other manufacturers vigorously Propaganda, OLED TV has become synonymous with high-end television in the minds of consumers, so QLED TV pricing too high affect the purchase intentions.
(Business Times)
6. Yu soft evaluation of Universal Display PHOLED material
According to foreign media reports, the United States panel materials and technology developer Universal Display (UDC) announced on the 15th of this month, with the Yu-technology (Royole) signed an OLED evaluation agreement. UDC will cooperate with the soft Yu, and its display applications Provides proprietary Universal PHOLED phosphorescent OLED materials and technologies.
UDC did not disclose further details or the financial terms of the agreement.Ruyu is currently building a 5.5-generation flexible OLED plant in Shenzhen, scheduled to be put into operation in 2018 and capable of producing 45,000 substrates per month.
In addition to the development and production of flexible OLEDs, SoftU also conducts research and development of VR headsets.In 2016, the company launched its first product, the Royole Moon Collapsible VR Headphones, with OLED microdisplay to achieve over 3000ppi In September 2017, Softbank raised 800 million U.S. dollars from the fourth round of financing such as Bank of China, Industrial and Commercial Bank of China and Citibank, of which 560 million U.S. dollars was debt and the rest equity.
A few days ago it was reported that Rouyu will launch an OLED tablet Royole RoWrite. Rouyu indeed released the device, but did not use OLED screen, in fact, its use of non-screen design, equipped with soft-flexible sensors own, Support writing pen input, the user can put a plain A5 paper to write above. RoWrite will be the first listing in the country this week, priced at about 120 US dollars.
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