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Last year, China panel makers OLED shipments of about 9.8 million, and glow first;
Set micro-grid news, Qun-Chi Consulting pointed out that the main application of the mainland OLED panel factory is still small and medium size, of which the smart phone still occupy the vast majority of. Benefit from the substantial increase in OLED display technology, terminal plant began mass production of OLED Panel, mass production shipments increased significantly.
Among them, Huawei enjoy Chang 6, ZTE Nanya M2, Hisense A2, Asus Zenfone series and other products, have adopted OLED panel.
First of all, from the shipping area point of view, according to Qunzhi consulting data show that China panel makers to use smart phones OLED panel shipments area of about 78,000 square meters in 2017, a substantial increase over the same period last year, of which Kunshan WISCO promised The cargo area of over 30,000 square meters, with 38.9% market share of the market ranked first.
From the perspective of shipments, according to Qunzhi consulting data show that in 2017 China OLED panel has reached nearly 10 million, the overall shipments of about 9.8 million, of which Hui Hui and rely on Huawei, Hisense and other overseas customers set
Single, with 39.0% market share ranked first.
Kunshan Visionox significantly improved in 2017, located in Kunshan OLED production capacity has also been successfully expanded, OLED production capacity has been greatly improved, has successfully made ZTE Nubia, Xiaomi and other new projects orders, the market improved steadily. 2018 will continue to maintain a strong trend of development.
In 2017, Shanghai and Hui Optoelectronics market performance is also very eye-catching due to the orders from Huawei, Hisense and overseas customers, and the shipment of smart phone panels ranked first in the industry. Due to the small 5-inch capacity of small size panels, Shipment area is slightly worse than Kunshan Vigor.
In 2017, BOE will focus more on the production of soft OLED in Chengdu. Currently, the rigid OLED production line focuses on mass production testing and wearable products. With the successful production line in Chengdu in 2018, Production, BOE shipments will also be substantial growth.
After the production line and personnel adjustment in the first half of 2017, Pegasus entered into orders for large customers such as Asustek in the second half of 2017, and shipments of products also started to increase steadily.
With the expansion of Shanghai's OLED back-end production line, the shipments of Tianma OLED panels will increase significantly in 2018.
2. Negotiations with Chinese enterprises trap deadlock, JDI capital cooperation negotiation delay;
Set a micro-channel news, Japan's Nikkei News reported on the 3rd, is undergoing operational reconstruction of JDI capital cooperation negotiations lag, fear into the long-term, JDI originally planned to sign the final contract by the end of March, but JDI has to the largest shareholder of industrial innovation institutions INCJ) and major bankers to inform that the subscription time may be delayed until April. In addition to BOE, Huaxing Optoelectronics, and Vigno Display Technologies, JDI has continued to hold individual consultations with Hon Hai and has also agreed with Honichi as a customer's smart phone factory As well as parts suppliers and other trading partners.
The report pointed out that the JDI capital cooperation negotiations into the long-term mainly because of consultations with Chinese enterprises such as stalemate.It is reported that JDI proposed contribution conditions of "hundreds of billions of yen" scale, in addition to shares JDI, also requested to pay Whitehead Factory OLED panel production investment, but Chinese companies are cautious on whether to "huge investment" in JDI.
On the other hand, as JDI ushered in unexpected downwind signs of improvement in orders, JDI revised details of the funding conditions and continued negotiations, with JDI's largest customer, Apple, reportedly sluggish sales due to its OLED model "iPhone X" , JDI's orders are expected to increase as new models are expected to be launched in 2018, which will increase the order quantity of LCD panels and other smart phone makers are afraid to shift their OLED from liquid crystal to OLED. Panel equipment de-processing, but due to the increase in demand, so the reduction is expected to be reduced by tens of billions of yen.
Nikkei News believes that although the current order is expected to improve, but in the long term, to enhance capital to promote financial soundness indispensable JDI plans to produce organic EL panel in 2019, the need to raise hundreds of billions of yen from the outside Investment Funds Since the main capital counterparty Chinese enterprises are cautious about the investment, the capital cooperation negotiations are expected to experience twists and turns.
3. Mainland panel makers jumped to the leading TV panel market last year;
In 2018, CIMC Xianyang and Chengdu will have a production volume of 8.6 on behalf of the production line. The BOE world's first 10.5-generation production line will be completed. In addition, new and expanded production capacity will be fully operational in 2017. Sigmaintell predicts that 2018 The global TV panel production capacity increased by 10.5% year-on-year. In particular, the supply of oversize panels such as 50-inch, 65-inch and 75-inch panels increased significantly.
In 2018, due to the drop in panel prices and the demand for television sets, Quiet Consulting expects the global demand for TV panels to reach 263 million units, up 0.4% year-on-year while the 65-inch and other large-size panels will increase in supply capacity and price adjustment Which will boost shipments sharply. It is estimated that the average size of global TV panels will increase by 1.4 inches in 2018 and the demand area will increase by 7.2%.
According to the "Supply and Demand Model" of Qunzhi Consulting, the first quarter was the global off-season of the stocking, with weak demand, excess supply and demand in the global TV panel market and continued decline in panel prices. However, although the production capacity increased by a large margin in the first quarter, Slope and the impact of new product investment, will bring productivity loss.While the demand side is expected to gradually restore the demand for large-size panels, driving demand area increased significantly, is expected in 2018 global TV panel supply and demand ratio of 5.6%, the overall balance between supply and demand.
With the growth of mainland manufacturers and Japan's exit in the field of large-size panels, the global display panel industry has undergone major changes. For a long period of time, competition around the continent, South Korea and Taiwan will become even more "tripartite." White hot.
In 2017, the number of TV panel shipments in mainland panel plants reached 94.7 million, accounting for 36.1% of the global total, surpassing that of South Korea and ranking the first in the world. In 2018, the new production lines are basically concentrated in mainland China and the mainland manufacturers are expected to ship TV panel quantities Breaking 100 million units, accounting for nearly 40%. With the mass production of the 10.5-generation line, the mainland manufacturers will enter the 65-inch and above large-size market and further enhance their competitiveness in the global television panel market.
Although the market share of Korean panel makers has dropped, they continue to aggressively promote the optimization of their product mix and technology upgrades, leading the way in large-size high-end TV panels. LGD is actively moving toward large-size and high-definition products in the TV panel market, No border and other high-end products to maintain the lead.At the same time, AMOLED TV panels through the process and the yield increase, is expected to reach the breakeven in the second half of 2018, is expected after 2018 LGD will accelerate the AMOLED production line investment. Samsung product strategy equally focused High-end large size, positive layout 65-inch and above large size products, focusing on QD quantum dot technology, and actively planning to invest in QD panel production line.
The rapid growth of production capacity in mainland China poses a severe challenge for panel makers in Taiwan. Since 2015, the market share of TV panels in the world has fallen below 30%. Although Hon Hai successfully acquired Sharp in 2016 and incorporated Sharp into Taiwan, The rate is still within 30%. Business Times
4.G8.6 on behalf of the LCD panel production line product line Chengdu to build electronic information industry cluster
On January 28, 2018, the lighting ceremony of the 8.6-generation LCD panel production line of China Electronics Chengdu Panda was held in Xichang Port Economic Development Zone, Shuangliu District, Chengdu. It is estimated that by the first half of 2019, the new type of Chengdu GALAXY Panda G8.6 LCD panel Green wisdom plant a full production.
In recent years, the global flat panel display industry continues to maintain steady growth, the growing size of terminal products has become a new impetus to the development of the industry.Display industry, Chengdu continue to force, accelerate the layout of the relevant key enterprises and projects - On January 28, 2018, China Electronics Chengdu Panda 8.6 generation LCD panel production line project (referred to as: Chengdu CLP Panda G8.6 LCD panel project) lit ceremony was held in Xishuangang Economic Development Zone, Shuangliu District, Chengdu.
It is estimated that by the first half of 2019, the new green smart factory of the Chengdu Panda G8.6 liquid crystal panel will reach full capacity, bringing the annual output value of the new display and its surrounding supporting industries in Chengdu estimated to reach 20 billion yuan, realizing the output value of the upstream and downstream industries 500 billion yuan or more.
The current TV into the 4K era, is already an obvious trend: TV prices getting lower and lower, more and more 4K content, coupled with the growing size of the TV, and other factors have let 4K TV has been popular and explosive Edge. So many suppliers are bound to prepare for the next major event. For now, the TV manufacturers focus on 8K technology.
Chengdu Panda G8.6 LCD panel project is based on big data analysis technology to build intelligent, digital workshop, is the first fully autonomous construction and operation of 8.6 generations of metal oxide (IGZO) LCD panel production line, but also for more than 8K Ultra-high resolution television market LCD panel production line.
Electronic information industry is the strategic, basic and leading pillar industry of national economy in our country, and the photoelectric display is also the industry direction of Sichuan Province and Chengdu Municipality.Currently, Chengdu Shuangliu District fostered the development of intelligent terminal manufacturing, integrated circuit, New display, information security, Internet of things, cloud computing and big data in areas such as emerging emerging electronic information industry cluster.
Every press by Zhang Qiang