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1, Sharp, JDI will compete for Apple OLED screen orders Samsung monopoly challenge;
SAN FRANCISCO, January 12 Beijing time January 12, according to supply chain sources, Foxconn's Sharp and Japanese display panel maker Japan Display (JDI) are preparing to compete for Apple's OLED display panel orders. Coupled with the previous LG, At least three vendors have now prepared to challenge Samsung's monopoly on OLED panels.
Currently, Samsung is the only supplier of OLED display panels to Apple because at present only one Samsung company can meet the satisfaction of Apple.However, after the news that another South Korean technology giant LG will become Apple's second OLED panel supplier .
However, other display panel makers are also expected to receive orders from Apple as Apple expects to launch two different OLED devices this year.
Recently there is news that Sharp is building OLED panel production line, and the earliest is expected to begin production in the second quarter of this year.Dimeitimes foreign media reports, under the Foxconn Electronics now under the Sharp company is likely to begin in the second quarter of 2018 to produce OLED screen, which Compete with Samsung.
In addition, Sharp may also own own smart phone products equipped with its own production of OLED screen.
JDI, which suffered from a lack of OLED capacity last month, received a total of $ 636 million in grants from the Japanese government, and JDI will start building OLED panel production lines and begin competing with Apple orders (Line cloud)
2, Japan and South Korea market dominated the global OLED panel into the Warring States Period;
Photovoltaic Technology Industry Association pointed out that the global small and medium size organic light-emitting diode (OLED) panel is about to enter the Warring States Period, in addition to South Korea, Japan Panel Factory, China panel makers are also actively involved.
Photovoltaic Association said that the Apple iPhone X smartphone source of organic light-emitting diode (OLED) panel, in addition to South Korea's Samsung monitor, the other Korean factory LG display may also be 2018 new iPhone's second panel supplier.
In addition, the Japanese side is likely to supply OLED panel makers also recently exposure, Sharp made the first fragrance, beyond the Japanese monitor (JDI) progress, this year have the opportunity to start supplying Apple cell phone OLED panel.
In addition to the South Korean and Japanese panel plants, the CPPCC emphasizes that the panel makers in Mainland China are not overwhelming, according to Zeng Zhang, chief technology officer of China Tianma Group, and IDW'17 International Exhibition Seminar in Sendai, Japan, in December 2017 The size of the small and medium-sized OLED panel factory in mainland China's production schedule.
Photoelectric Association shows that at present, China's old and new small and medium size OLED panel plant a total of 13, of which 6 on behalf of 11. According to Zeng Zhang and said that if all OLED panel production line, the production capacity will reach 350,000 or more But the actual demand is only about 180000. Coupled with South Korea, Japan OLED panel line production capacity.In other words, small and medium size OLED panel oversupply.
3, Chi Mei set up a subsidiary in Xi'an hit 1 billion yuan in land expansion;
In response to the mainstream of large-format TVs, the polarizing plate maker Chi Mei Materials (4960) has decided to invest RMB1 billion (approximately NT $ 4.6 billion) in its board of directors to set up a subsidiary in Xi'an to support the expansion of its third 2.5-meter wide format Production, grab the market with new products, 挹 note operating.
Chi Mei material in the mainland market layout combined with polarizer leader Nitto Denko is expected within five years into three super wide and 2.5 meters production line, I hope overtake overtaking, large-size television business opportunities in China, to seize 20% market share, promotion A Class of Polaroid Factory.
At the end of last year, Chi Mei Materials announced that it was authorized by Nitto Technology Co., Ltd. to import the world's first 2.5-meter width production line at Kunshan Plant and is expected to put into operation as early as the second quarter of 2019. In response to the demand from BOE of China Panel Factory in Hefei, Wuhan and Chengdu Branch Such as the formation of panel settlements, the third 2.5 meters production line finally settled in Xi'an, near the supply of 10.5 near the panel needs.
Chi Mei estimates, three 2.5-meter-wide production line all out, the annual production capacity will reach 100 million square meters, accounting for about 20% of China's market share, the anti-LG.
Chimei material in December last year, revenue of 1.05 billion yuan, 2.86% monthly reduction; total last year full year revenue 11.393 billion yuan, an increase of 9.5%. Chi Mei sprint cell phones and automotive niche market, small and medium-sized end of the relevant application camp On the other hand, the 58-inch TV polarizer has passed the certification and successfully shipped, pushing up its revenue in December last year to maintain relatively high-end sales.
Chi Mei Board of Directors and through Kunshan Chi Mei in November last year, an additional capital of 146 million US dollars, the original shareholder Hangzhou Jinjiang Group intends to transfer the existing 46% stake in Xi'an Hengchun Investment Management Partnership (Xi'an Fund), Jinjiang Group and Zhejiang Renyuan Import and Export Co., Ltd. is no longer replenishment, 146 million US dollars by the Xi'an Fund and Taiwan Chi Mei 50% of the capital increase.