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1.MicroLED for the display industry to bring about destructive innovation;
Due to the small grain size of MicroLED, the future will be able to build all kinds of sensor components on the substrate at the same time, which will bring devastating innovation to the panel industry. In terms of technology development, there will be more time and space for creative applications. On the other hand, MicroLED also break free from the traditional panel industry requires a lot of capital investment into the threshold, so that SMEs also have a chance to take a slice in this area.
Liu Chung-ming, director of the Institute of Technology, said that in the past, Taiwanese operators were better at foundry manufacturing, but in the future Taiwan must shift from manufacturing to system solutions to become a long-term business model. A display technology that can be considered disruptive and innovative will bring disruptive innovations to Taiwan's industrial chain.
Liu Zhongming shows that MicroLED technology is a 10 micron LED array to be a display, and 10 microns smaller than a pixel size, so there will be a lot of space on the panel to build sensors and other components.This possibility will be with the band With the previous panel design and manufacture of completely different thinking, MicroLED will become a new platform, many of the creative display of the monitor, the technological progress will therefore have more possibilities.
On the other hand, due to the limited manufacturing process of glass substrates, the current business model of the panel industry needs to invest a large amount of capital in the initial stage and to gradually balance its revenue after many years of operation. Such a business model, in the face of the huge capital threat of Chinese operators , Taiwan's small and medium enterprises have less room for development.However, until MicroLED technology matures, the required production line size will be much smaller than the glass substrate, can break this difficult business model.Liu Zhongming said that at present As for the supply chain of MicroLED, Taiwanese operators and American manufacturers also stand in the leading position and 2018 will see the launch of the first wave of MiniLED capacity.
The recently launched ITRI Innovation Park is looking forward to a more co-operative model of Co-Creation, a more effective link with ITRI, industry, schools and the international community to form a unique innovation settlement and ecosystem. To enhance the competitiveness of the industry, which led to more innovation as MicroLED technology.
Liu Zhongming further said that Innovation Park is the ITRI's hub to promote cross-cutting innovation. With the concept of openness as the most important feature of its design, it hopes to use this physical space to rapidly link innovative partners and attract top talents and resources to station, develop and innovate R & D settlement, and thus lead to greater industrial value and social benefits
2. Financial News: OLED peripheral components is the largest business opportunity in Taiwan;
iPhone X (OLED screen) and iPhone 8 Plus (LCD screen) comparison, showing a larger, lighter weight of 28 grams, even if the price is NT $ 7 thousand, consumers would rather queue to buy, iPhone X hot Further squeezed into the sales of competing brands, OLED's light and thin form factor is completely appearing in appearance and has a fatal appeal to consumers.
Although Taiwan is significantly behind the OLED panel, but Liu is not pessimistic, "Taiwan's biggest problem is the lack of money, but still non-Samsung components from the supply chain into the non-Samsung." IEK analyst Lin Zemin also pointed out that the OLED peripheral components Taiwan is the biggest business opportunity. Taiwan's IC drive, Wonder King and IC packaging and testing technology are all good. But because Samsung monopolizes the supply chain, it can only target LGD, Sharp and Chinese operators such as BOE, Pegasus and China Star. .
According to the British survey company HIS Markit forecast report, the active expansion of China, Japan and South Korea's industry, smart phones with OLED, production capacity in 1992 will increase to 31.9 million square meters, 3.6 times in seven years, bringing components Business opportunities, most of the layout of Taiwanese LCD components from business transformation, aimed at non-Samsung panel industry.
For example, AUO Group's up to Yun, the original operation of the entire assembly and backlight module, into the FMM R & D for several years, the current monthly production capacity of about 5 to 1 thousand laboratories, has initially passed customer certification, investment 2.5 billion this year Yuan set production line, is expected to volume production in Q3 next year, although revenue contribution may not be 10%, but this is the technical threshold of high supplies, strong explosive growth, profits are high, whether the smooth production, by the outside world The importance of.
In terms of materials, AUO and Changxing joint venture of Darling materials, production of various types of special optoelectronic materials, but also involved in OLED luminescent materials and PI (polyimide) soft plastic substrate. Damei PI worked hard for a long time, complete product line , From the OLED substrate, the application of graphite heat sink Jie Wu Chang-chang, chairman of the media interview said the company's long-term goal is to cooperate with the Japanese manufacturers, and actively become a global PI film materials a brother.
Recently identified as 3D due to the red, the United States marketed spectacle, early November sales of China's Langzhong Technology 15% stake to the BOE, Langzhong is Bang state subsidiaries, Bang state now holds 85% stake in the business for the chip IC packaging and testing and convex The industry is rumored that BOE is the next step is to buy from the state Bangzhong 3 to 4 into the equity stake in the way to bind, as LCD, OLED orders based on cooperation, the state said it "can not comment."
BOE has been the leader in China's panel industry and has invested more than 10 billion U.S. dollars (NT $ 300 billion) into OLEDs and set up factories in Sichuan, including flexible and collapsible designs, with the target customers targeting Apple. Personages observed that at present, China and South Korea are still technically still far away, but due to the monopolistic interests of Samsung too much, everyone desperately invests in order to reverse the situation in short supply; of course, once China successfully mass production, OLED may fall into bargain storms, supply chain interests Redistribution.
From a technical point of view, OLED evaporation is the key to panel color balance, because it is difficult to do a good job, this shortcoming must be adjusted through the driver IC, so the technology is also very important driver IC, LCD panel in the past outstanding performance Wing, LGD has been in the flexible OLED cooperation, although Apple also actively support, but the quality of LGD cell phone OLED has not meet the requirements of Apple, Samsung led the situation alone, looking forward to 18, LGD was also rated as technology industry The closest industry to Samsung, the performance of the United Wing also worth the wait
3. South Korea approved LG Display in China to build OLED panel plant;
NEW YORK, Nov 26 (Reuters) - South Korea's Ministry of Trade said on Tuesday that a subcommittee had approved LG Display's plan to build an OLED panel plant in China.
LG Display announced in July this year that it will invest in the production of large-size OLED panels in Guangzhou to meet the rapid growth of such TV screens in overseas markets.
South Korea's Ministry of Trade said that as a condition of this approval, LG Display has promised to use more Korean materials and equipment to carry out follow-up investment in Korea and to strengthen the safety inspection process.
4. Biography Denso plans to invest 440 million US dollars, JOLED fight expansion to 10 times;
Japanese media Sankei Biz reported on the 26th that auto component giant Denso considered investing 50 billion yen in Japan Display Inc (JDI) group company and Japan OLED panel developer JOLED in the hope of accelerating the development of next generation car panel using OLED technology .
In order to raise funds for mass production of OLED panels, JOLED plans to raise about 100 billion yen in funding from third-party quotas. JOLED shareholders Sony, Panasonic have confirmed that JOLED will be funded and Sumitomo Chemical holds a positive attitude towards Screen Holdings It is estimated that the above four companies will jointly invest JOLED 20,000-400 billion yen, so if Denso funding finalized, but also allows JOLED almost to ensure that the required mass production of OLED panels.
According to the report, two-thirds of JOLED's approximately 100 billion yen of funds raised will be invested in JDI's Nomi factory to expand the production of medium-size OLED panels 10 times the current size JOLED is currently shipping medium size The OLED panels are used in medical displays and are also planned to expand their use to the demand-driven auto panel market.
JOLED is an OLED panel company integrating Sony, Panasonic OLED panel business and Japan's Citizens' Fund for Industrial Innovation (INCJ) and JDI on January 15, 2015. Currently, INCJ holds a 75% stake in JOLED and JDI , Sony, Panasonic holds 15%, 5%, 5% stake respectively.
Japan News Agency reported on the 7th, JOLED has been competing peer Sharp (Sharp) requested funding.But due to the current Japanese panel makers leaving only JDI Group and Sharp camp, so if Sharp and JOLED capital cooperation, fear must go through the exclusive prohibition of law Review, so Sharp to JOLED high investment threshold.
On the possibility of investing in JOLED (JOLED), Sharp President Dai Zhengwu said on December 7 that he hopes to first probe Japan's policy intentions. After hearing the Japanese government's intention of developing the OLED panel industry Dai Zhengwu pointed out that 'Japan OLED Alliance should be established, and plans to discuss with Japan's Ministry of Economy, Trade and Industry and INCJ on this point.'
JOLED announced on December 5 that the world's first 4K OLED panel product using the 'printed (precision coating of liquid luminescent materials like a printer on a substrate') technology has already begun shipping. The product is manufactured on a trial production line, measuring 21.6 inches and has been adopted by Sony medical monitors.
Currently in the OLED panel market, South Korea's Samsung and LG are leading, but with the Samsung and other 'vapor deposition (in the vacuum state, the red, green, blue and other luminescent materials vapor deposited on the substrate) technology In contrast, JOLED printing technology, the initial investment in small, less material loss, manufacturing costs are expected to be 2-3% lower than the evaporation type.
5. Small and medium size panel into the off-season panel prices slowed in December
According to a survey conducted by Sigmaintell, after the 11 October, the demand for stocking in China's domestic market started to slow down and the supply of a-Si mobile phone panels tended to slacken, driving the overall market price to start to decline. : 9 products, 18: 9 panel because the supply is limited, the price temporarily can be maintained basically stable.
The LTPS panel has been in oversupply, although prices have been strategically stable for some time due to the shift in demand to the 18: 9 full-screen panel, but as the 18: 9 panel supply increases, the 18: 9 panel is under pressure to cut prices , 16: 9 panels also appear to adjust the price downward signs.
In terms of the panel computer panel, although the demand for flat-panel computer terminals continued to be sluggish, the upstream industry started to control the pace of shipping. At present, the price decline narrowed and the market mainly showed a trend of "steady moderation." Business Times