Set micro-grid launch micro-channel IC WeChat public number: 'Daily IC', real-time release of major news, every day IC, every day micro-grid, micro-micro!
1.JDI: seeking capital injection from Apple and Huawei speculation;
Set a Wechat news, Japanese monitors retorted on Thursday the company is seeking Apple and Huawei technology investment reports, saying the report was pure speculation and declined to comment further.
Japan's Kyodo News reported that JDI, a Japanese maker of panel makers, said JDI is seeking about 500 billion yen and has contacted the two major clients, Apple and China. Reuters JDI's latest statement said JDI Official rebuttal of the report as speculation, and no comment on this.
According to Reuters, the panel maker, formerly Apple's screen supplier, has been losing money in the past three years due to poor business practices, and said it hopes to start mass production of OLED panels to compete with South Korean rival Samsung Electronics However, this part requires external funding.
According to Kyodo News, JDI is eager to seek funding and is currently discussing with more than 200 billion Japanese yen (about 1.76 billion U.S. dollars) with three Chinese panel makers, including BOE Technology Group, and two of these vendors, Apple and Huawei, JDI also announced on the 21st that it would refuse to seek investment from Apple and Huawei, and JDI declined to disclose any details of the negotiations so far with investments in three Chinese panel makers such as BOE Technology Group.
Yesterday morning, Japanese media reported that Japan's display company (JDI), which is under capital spending, is discussing an investment in the company of more than 200 billion yen (about 1.8 billion U.S. dollars) by three Chinese panel makers, including BOE. Before the end of March next year to reach an agreement.Another two Chinese companies Shen Tian Ma and Shenzhen Huaxing Optoelectronics Technology Co.,
In fact, as early as October, it has been reported that BOE intends to inject JDI, and even when BOE Chairman Wang Dongsheng interviewed, he made it clear that he intends to provide assistance to Japan Display Inc (JDI) for redevelopment.
It is reported that, JDI was first announced in August this year, by 2017, including the introduction of external capital will be included, including the basic management of reconstruction measures.This year in October began overseas competitors to screen cooperative enterprises.
For this financing purpose, JDI plans to make improvements to the existing 'evaporation method', as early as 2019 to produce small organic EL panels for smartphones instead of using JOLED's own 'printing method', and JOLED will use Large and medium-sized panels used in industrial equipment and televisions, etc. JDI is hoping to meet a wide range of needs by having both types of production within the group.
Information shows that JDI is mainly composed of two major business segments. In 2016, the mobile sector (including smart phones, tablet computers and mobile phone panel products) accounted for more than 80% of the revenue while revenue dropped significantly by 13.1% to 728.641 billion yen. Revenues grew by 3.2% to 155.798 billion yen, for the automotive / non-mobile device segment (including panels for consumer devices such as automotive / digital cameras / game consoles, industrial machinery panels for medical displays, and patent revenues).
Previously, JDI has been a loss for three consecutive years.The latest third-quarter results show that the loss increased more than 6 times over the same period last year.
2. China and South Korea panel war hit the striker BOE;
The world's third quarter of the five panel makers large-size market share
In the global panel market, South Korea remains the dominant powerhouse of LG and Samsung in 2016. However, as the BOE pays huge sums of money to expand its operations and start a counter-attack, the gap between China and South Korea is gradually narrowing, especially in the Large-size panel competition, the BOE came out on top, in the first three quarters of this year the market share has jumped the world in the future the future of China and South Korea's panel war, Jingdong is bound to become China's leader, playing the role of the mainstay.
According to the statistics of OFweek, according to the statistics, in the third quarter of this year, BOE won the first place in the global market for large size (larger than 9 inches) with 21.7% market share, followed by LG Display, , AU Optronics and Samsung Electronics, this change highlights the tremendous changes in the ongoing shift of the global panel.
According to the analysis, in recent years, mainland China's LCD panel industry chain continued to improve, production capacity began to release.In the large size, the BOE finally ushered in the counter-attack.In the third quarter of 2017, BOE by virtue of 21.7% market share, gain large size Panel market first. The main reasons include: First, notebook computers, television and other fields for the demand for large-size display increases, and second, Fuzhou 8.5 generation line and a number of high-generation line full production full sales, and third, Capacity release strong and stable large-scale production capacity.
According to industry estimates, the global area of large-size panel shipments will grow by about 3.8% annually in 2017. Meanwhile, due to the production capacity of Samsung's 7.5-line and LG Display's partial production lines will turn into OLED, the global large-size panel will be in short supply in 2017 trend.
In fact, the tight global production situation of large-size panels in the second quarter of 2017 has emerged. Compared to previous years, the second quarter was originally the off-season, but this year, 40 to 45 size range of panels due to pre-price increases too fast and capacity Decline in the impact of related products into a loss state, but the emergence of a sudden emergence of 65-inch panel, there is a very rare high-speed growth, on the whole, the second quarter instead of the off-season is not pale.
(Wang newspaper)
3. BOE 3 quarters in the first large-size panel took the first in the world;
Set micro-grid news, in the global panel market, South Korea's LG and Samsung are still dominated by the two generations in 2016. However, with the BOJ smashing huge amounts of money to expand the plant, launched a counter-attack action, the gap between China and South Korea panel is gradually narrowing Especially in the large-size panel competition, the BOE started to dominate and the market share in the first three quarters of this year has already surpassed the number one in the world.In the future, China and South Korea's panel war, Jingdong will surely become the leader of China and play the role of the mainstay.
4. To create a new retail, BOE acquisition of SES will trigger a full tender offer obligations;
Set micro-grid news, December 21, BOE announced the acquisition of shares of SES-imagotag the latest progress, BOE through subsidiary companies and SES has set up a joint venture company SPV, and by way of bulk trading not more than 30 euros per share price Acquired over 50.01% of SES shares and realized the consolidated financial statements of SES.
At present, SPV holds shares in SES, including the shares acquired through the aforesaid block trades and the SES shares invested by SES management. The total number of shares held by SES is 7,156,696 shares, accounting for 54.40% of the outstanding shares on the SES Closing Date Block trading will trigger a full tender offer obligations, BOE and the parties are actively promoting the relevant work.
BOE said that in recent years, the Internet-based digital, intelligent management and online and offline integration around the user experience has become a new development trend in the retail industry, which also drives the development of online and offline system solutions. Labeling (ESL) to reduce labor costs, the implementation of paperless management, to help store online and offline sales to complete the synchronization, real-time price changes, to achieve diversified marketing strategy. Retail application of electronic shelf labels has become a global trend, the industry potential Big.
The SES company's product range is rich, support for color electronic paper, segment code LCD, TFT-LCD multiple display, covering multiple communication protocols such as ESL multi-frequency protocol, Wi-Fi, BLE and NFC around the electronic shelf label, SES company integrated E-paper supply chain resources and downstream software platforms, image recognition and big data analytics resources to create a complete suite of retail solutions.
BOE said the company uses its rich sales network and localization resources to build a user intelligence analysis system, shelf management system and other smart retail solutions on the basis of electronic shelf labels by virtue of SES's good brand value and a large number of international customer resources Program.
At present, BOE actively transforms the technology, products and service providers of the Internet of Things while tightening the panel business. In particular, the smart system has made major breakthroughs at this stage. Among them, the smart retail business focusing on 'new retail' The field of art, general consumer areas, energy solutions, building the Internet of Things platform for the retail industry.Jingdong Fang believes that the transaction, it is the company by means of investment and mergers and acquisitions, seize the development opportunities at home and abroad 'new retail', to achieve strategic transformation , Landing the new retail business an important strategic opportunity.
5. Japanese OLED TV take off! November shipments soared 4 into a record high
According to statistics released by Japan's Electronic Information Technology Industry Association (JEITA) on the 20th, the shipments of thin-screen TVs in Japan in November 2017 dropped 22.2% from the same month of last year to 332,000 units, marking the fifth consecutive month of decline.
Among them, Japan 4K TV shipments in November was 146,000 units, up 2.3% from the same month last year, the sixth consecutive month showed an increase of 43.9% of total thin-film TV shipments; Japan 4K TV shipments that month 25 billion yen, accounting for 72.6% of the total thin-type television (34.4 billion yen).
Accumulated January-November 2017, thin-film TV shipments in Japan contracted by 8.8% from the same period of last year to 3,747,000 units, of which 4K TV shipments surged 27.5% to 1,267,000 units.
Japan's OLED TV shipments in November was 10,000 units or more, compared with the previous month (October, shipments of 7,000 units) increased by about 4 percent, and monthly shipments exceeded 10,000 units for the first time, setting a single month history Japan's OLED TV shipments in November amounted to 4.2 billion yen, up 56% from the previous month (2.7 billion yen).
Nikkei news reports, Japan's OLED TV shipments hit a new high, mainly due to the various TV shops, home appliance stores selling advertising promotions to boost consumer awareness of OLED television significantly increased.Japanese IT-related research firm BCN Pointed out that in the past 4 months Japan's OLED TV prices plunged 18.3%.
JEITA has released monthly OLED TV shipments since October 2017, which does not include OLED TVs.
According to the data released by JEITA, Japan's OLED TV shipments totaled 31,000 units from the start of shipment of a manufacturer (LG) until June 2017 (Sony snatched into the Japanese OLED TV market in the same month); in July 2017, Japan OLED TV shipments of 8,000 units in August to 5 million units in September to 6 million units.
This year (2017) is known as the first year of Japanese OLED TV, Sony, Panasonic, Toshiba (Toshiba) have launched new OLED TV products.Japan retail survey company GfK Japan recently pointed out that the H1 H1 (January-June) period Japan Sales of OLED TVs accounted for less than 1% of overall thin-film TVs, but sales soared to nine times the level of the same period last year (that is, an 8-fold surge over the same period of last year).