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1. Insiders: Samsung next year to push the phone is unlikely to fold;
Sina Technology News Beijing December 27 evening news, there are many reports that Samsung will be available next year foldable screen phone Galaxy X, but insiders pointed out that due to many technical challenges facing the possibility of Samsung next year, the launch of Galaxy X is not Big.
Tech USA today announced the latest Galaxy X concept video that shows Galaxy X has a 5-inch screen in collapsed mode, but when expanded it becomes an 8-inch tablet.
This is just one of the recent media releases about the Galaxy X concept pictures and videos that seem to indicate that Samsung is going to release the collapsible phone Galaxy X soon.
Moreover, Koh Dong-jin, president of Samsung's mobile division, said in September that Samsung plans to launch a smart phone with a foldable display in 2018, but some of the problems remain unmanaged.
Nonetheless, some in the industry think it is questionable that Samsung will introduce a foldable handset next year, according to one person familiar with the matter: 'It is impossible for foldable phones to mass-produce next year because there are still some technical issues that have not yet been resolved.'
Another insider said that collapsible handsets are also subject to durability issues such as how to ensure that the foldable handset folds over and over, and how to keep the device thin and light at a low cost.
Prior to this, Kim Tae-woong, chief engineer of Samsung Display panel maker Samsung Display, also said that folding screen phones may not be available until 2019 due to the popularity of curved screen phones and some technical challenges. (Li Ming)
2. Samsung will no longer produce NB panel next year, BOE and other panel makers welcome transfer orders;
Samsung strategically fade out of the IT panel market, then shut down a 5th generation plant in the fourth quarter of this year, NB panel will no longer be produced in 2018. Samsung NB panel this year there are still 4.6 million the number of panel makers robbed NB panel. LGD, Sharp , BOE benefits from Apple's orders, shipments have double-digit growth in 2018, the panel is a non-Tiger Twin Tiger NB orders, shipments have more than 6% growth rate.
Samsung focuses on the high-end smartphone handsets and high-end TV panel markets. On the one hand, Samsung continues to expand AMOLED panel production capacity and expand the market for smart cell phone panels, while the QLED panel is the dominant TV panel.
Samsung strategically fade out less profitable IT panels. In the past three years, Samsung has closed two 5-generation plants and reduced the supply of NB and flat-panel panels year by year. In the fourth quarter of 2017, it then closed a 5-generation plant. There were no 5 Factory production, starting in 2018, is no longer producing NB, flat panel.
According to market research firm WitsView statistics, Samsung 2017 NB panel shipments of about 4.6 million, tablet panel shipments also have 4 million.
Although NB and Tablet PC market growth is no longer, but Samsung stop for other panel makers welcome transfer orders.
In the past, major suppliers of Apple MacBook panels were LGD and Samsung, but because Samsung faded out of the NB panel market in 2017, Apple's MacBook's IGZO panel orders switched to LGD and Sharp.
BOE strategic grab NB panel market this year also made MacBook panel orders for the first time. WitsView pointed out that by 2018 in the MacBook panel orders under the note, LGD NB panel shipments will have 23. 1% of the high growth is expected BOE 15.3% growth, the overall NB panel shipments amounted to 5, 8000000, ranking the NB panel market leader.Sharp due to the lower shipping base, 2018 shipments is 48. 1% of the high growth.
AUO, a group to Hewlett-Packard, Dell and other non-Apple-based customers this year, NB panel shipments in the scale of 40 million up and down. 2018 shipments are expected to have 6% to 7% growth in the overall NB Panel market also maintained a 22% to 23% market share.
Tablet PC market is declining performance in recent years, WitsView research manager Hu Jialong said tablet and smart phones share production capacity, 2018 smart phones in the 18: 9 full-screen design topic driven by shipping will have a larger Growth, panel panel production capacity squeezed out, the overall shipment is expected to decline slightly. Samsung stopped production in 2018, LGD shipments also decreased, only AUO, Quantum, CPT, BOE shipments also have single-digit growth.
3. Friends of the world's top three companies leapt to full-screen mobile phone panel suppliers;
Q: 18: 9 Q4: Full-screen panel capacity is on the upside, with Sigmaintell estimating that worldwide 2017 smartphone shipments of 18: 9 full-screen panels will reach 230 million tablets Samsung on the iPhone X and Samsung flagship Selling up to 137 million tablets, AU Optronics is the fourth quarter of mass production shipments, a-Si panel and LTPS panel double arrow Qi Fa, single-quarter shipments reached 17 million, ranking the market Three.
Driven by the iPhone X, the 18: 9 full-screen panel has become an important development direction for smart phone screens in 2017. Almost every flagship new model in the second half of the year is the flagship 18: 9 full-screen panel. According to the latest survey from Qunzhi Consulting Data show that in 2017 the global 18: 9 full-screen panel smart phone panel shipments of about 230 million, while the production of new products are concentrated in the second half, the second half of the market supply of nearly 200 million.
Judging from the panel makers, Samsung monitors are driven by orders from Apple's iPhone X, Samsung's Galasy S8 and Note 8 handsets, and shipments of 18: 9 full-screen panels have reached about 137 million units, accounting for 60% of market share. Supplier.
Other LCD panel makers are also gradually developing and mass production of 18: 9 full-screen panels, and gradually increase production capacity, including Pegasus, AUO, BOE's 18: 9 full-screen panel shipments also exceeded the level of 10 million .Toma 18: 9 full-screen panel shipments of about 24 million units, accounting for 10% market share, ranked No. 2. AUO 18: 9 full-screen panel is a-Si panel and LTPS panel dual-track parallel, the fourth Shipments of heavy volume quarter, shipments washed up to 17 million, accounting for about 7%. BOE shipments of about 12 million, the market share of 5%.
Caijing is the first panel factory in Taiwan to mass-produce a 18: 9 full-screen panel. Its product line is locked in the market of HD entry models, with about 9 million units shipped in 2017, accounting for 4% of the market. CTC, LGD, Dragon and other panel makers, shipments were 8 million, 7 million, 6 million.
Panel makers pointed out that the new case of mobile phone panels in 2018 almost all 18: 9 full-screen panel design is expected 18: 9 full-screen panel phones will gradually become the industry standard, more low-end phones will be equipped with 18: 9 full-screen panel, In the overall smart phone panel market penetration will exceed 50%.
(Business Times)
4.OLED will welcome the outbreak of the market experts suggest that Wuhan make up the 'future television' industrial chain;
Hubei Daily News (reporter Cheng Fuxing, correspondent Zhang Shan) December 27, the first OLED Future TV Wuhan Summit held in Wuhan.Expert experts predict that the next three years OLED TV will usher in a market explosion, the current in Wuhan OLED The field has accumulated a certain amount of technology research and development and production advantages, the urgent need to seize the outlet in the sales field, the formation of R & D, production and sales of a complete high-end display industry chain.
OLED full name 'organic light-emitting diode', is recognized as the industry's next generation display technology.Compared to the current popular LED, OLED without backlight, just a layer of light-emitting layer can be their own light, it has a thin body, High contrast, rich colors, fast response and bendable characteristics.At present, domestic and foreign TV giants have invested heavily in building OLED TV production line, the introduction of a variety of 'future television' .A survey data show that from January to October 2017 While domestic OLED TV sales reached 52,000 units, representing an increase of 133.3% as compared with the same period in 2016. It is estimated that by 2019 this sales volume will increase to 350,000 units.
Experts at the meeting mentioned that at present, Wuhan City has relied on Wuhan Optoelectronics Industrial Research Institute to cultivate a batch of OLED technology research and development enterprises in research and development, and many of the technologies have ranked first in the world. In the production process, Wuhan attracted Huaxing Optoelectronics, Tianma Microelectronics, BOE and other investment in the construction of the world's most advanced OLED production line. The next step should be made in the sales force, guide the electrical retail enterprises to actively introduce, promote and sell OLED TVs, to seize the market outlet.
It is reported that the current domestic color TV market, more than 50% of the OLED TVs are sold by the Suning channel.Sunning Tesco Hubei Yuanjing, general manager, said Suning Hubei is using its own store advantages for the upstream OLED TV suppliers to provide O2O integrated sales Platform, 'has been in Wuhan Suning Jiefang Avenue store to create OLED Innovative Technology Experience Hall, so that consumers feel the fantastic OLED visual experience, the next step will be more than 100 copies.
5. Asia Cheung integrated successful tender flexible display panel production line project clean B package
China Securities Net News (Reporter Confucius Yuan) Yaxiang integrated on the 27th night notice, the company won the bid Wuhan Wuhan Star Opto Semiconductors Display Technology Co., Ltd. 6th generation flexible LTPS-AMOLED display panel production line project clean B package, the successful bidder amount: 233,000,000.00 yuan. The estimated completion date is October 30, 2019.