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1. Affected by the crisis of Jinli Capital Chain, Shenzhen Tianma provided 186 million yuan of bad debts;
Set micro-network news, following the orfei technology broke out due to the crisis of the Jin capital chain accrued bad debts 300 million yuan, Shen Tian Ma yesterday issued "on the provision for impairment of assets impairment notice," said the provision of about 186 million yuan of assets impairment Prepared to affect 2017 annual net profit of 186 million yuan.
Shen Tian Ma stated in the announcement that the Company provided about 176 million (unaudited) bad debt provisions for individually significant amounts and performing impairment tests separately, mainly because individual customers failed to fulfill payment obligations in accordance with the payment date agreed with the Company. In time, the Bank actively adopted countermeasures such as asset preservation through legal compliance measures.
The individual customer industry that is Jinli .Lin Li, chairman of the board, said in an interview with the media, Shen Tianma has been applied for gold to take asset preservation measures to apply for the preservation of assets of about 175000000 yuan.Contrast, deep Pegasus single 186000000 Yuan bad debt mainly due to the crisis of gold capital chain.
It is reported that Shen Tian Ma is one of the important suppliers of mobile phone displays. At the end of 2017, Jin Li launched eight full screen mobile phones covering the full range of high, medium and low-end products. Jinli publicly stated that its products mainly come from Samsung and Shen Tian Ma.
According to Announcement on the Provision for Impairment of Assets by Shenzhen Tianma A, as at January 1, 2017, the book balance of accounts receivable of the Company was about 2 billion yuan (audited) and the amount of bad debt provision was 420.568 million yuan Audit.) As of December 31, 2017, the Company's book balance of accounts receivable was RMB 3.558 billion (unaudited) with provision for bad debts amounting to RMB 228 million (unaudited).
Shen Tian Ma also said that this provision for impairment of assets is the amount of the company's financial sector preliminary estimates of the results, the final amount withdrawn and the impact on the company's profit and loss will be the results of the annual audit confirmed, still need to be submitted to the Board of Directors for consideration , Will not have a significant impact on the normal production and operation of the company.
2. South Korean researchers to develop the next generation of tungsten and selenium 2-dimensional nano-film photodiode components;
Set micro-grid news, South Korea Institute of Science and Technology recently announced that the hospital optoelectronic materials research team will be two-dimensional nano-film of tungsten and zinc 1-dimensional zinc oxide nanowire dual combination to develop from the ultraviolet to near-infrared light to the next generation of photodiode Components of the research results in the international academic journal "Advanced Functional Materials" (IF) published.
The light-emitting diode (LED) device is an important part of the cellphone camera and the digital camera's pixel. The image sensor used in the camera can sense the light through the light-emitting diode (LED) element and then convert it into an electronic signal and then process the signal through the chip. The main development direction of semiconductor materials.
It is reported that the research group used tungsten selenide 2-dimensional nano-film is a chalcogen, is a flexible display, sensors, soft electronic components using 2-dimensional laminated crystalline nano-P-type semiconductor material with long-lasting , High accuracy, while the one-dimensional zinc oxide (ZnO) nanowire is an n-type semiconductor material that can be applied to high performance electronic chips and has excellent electron mobility characteristics. The research team used chemical vapor deposition The synthesized 1D zinc oxide nanowire and 2-dimensional nanofilm were mixed to form a (PN) -type photodiode device, which was applied to the image sensor pixel.
The research team leader said the new components developed will further promote the commercialization of next-generation image sensor components based on nano-semiconductor pixels.
3. TV brand hopes to upgrade the profitability upgrade, 8K penetration rate exceeded 5% in 2022;
According to the latest report of WitsView, the global TV brand shipments in 2017 were 211 million units, down 4.1% YoY, the lowest level since 2014, indicating that the television industry has Into a bottleneck in growth Looking to 2018, the development strategy of the TV brand will focus on large size, enhanced resolution and high-end product layout such as QLED / OLED, hoping to drive sales volume and profit recovery with the upgrade of specifications.
4K large-size products have been popular, 8K is still in its infancy stage
According to the product size planning of major global TV brands, international brands such as Samsung, LG and Sony will speed up the product mix of 65-inch and 75-inch models. The proportion of products with 65-inch and above will increase from 5.5% in 2017 to 7 % BOE G10.5 With the world's largest LCD glass substrate, the economically-cut 65-inch and 75-inch FPGAs will be available in the market after the first quarter of this year and are expected to help brands reduce the cost of purchasing large-size panels.
In terms of resolution upgrade, the market share of 4K high resolution products and above is expected to increase from 37.1% in 2017 to 42.8%, of which more than 95% of the products above 55 inches are in 4K resolution. In 4K large size However, due to the imperfect development of software and hardware supply chains such as image processing chips, signal interfaces, 8K signal sources and content, WitsView predicts 2018 to upgrade to 8K resolution. 8K products in the global TV shipments in the penetration rate of only 0.2 to 0.3%, driven by the Tokyo Olympics in 2020 is expected to increase to 1.5%, 2022 will have the opportunity to exceed 5%.
QLED / OLED lead the high-end market, the brand is committed to differentiation
In the high-end product layout, OLED and QLED are still two camps clear barrier, QLED camp leveraging the strong pull of Samsung Electronics, the overall market share is still higher than the OLED, OLED TV in the LGD capacity supply increase blessing, 2018 The annual market share is expected to grow to 1.1%, gradually narrowing the gap with QLED.
Looking to the future The key to the development of these two high-end products is that QDED's new QD Pixel technology is expected to improve QLED's high cost, but it is currently undergoing a slow development and is not expected to bear fruit until 2019. OLEDs Camp in addition to continuing to face the LCD camp 10.5 generations of economic cut and 8K specifications attack, LGD 2019 investment in Guangzhou will once again increase depreciation costs.
With the increasingly fierce competition in the television market, the high homogeneity of goods and increasingly thin profits, promoting product upgrades has become the key to driving consumer replacement and brand profitability. Therefore, the generational generation brought by China's generation of more than 10.5 generations The huge capacity will play an important role in driving the brand to accelerate the size expansion and resolution upgrade.In addition, QLED and OLED will also create differentiation in the high-end products, these specifications upgrades will make the 2018 television market continued to be full of topics.
4. iPhone X sales than expected small size OLED fear of over-supply
Set the micro-mesh news, Apple iPhone X use OLED panel, all manufacturers are scrambling to invest in small-size OLED panel.However, iPhone X sales situation is not as expected, but also rumors about to be discontinued in 2018. If the manufacturers in mainland China Continued heavy volume with the LG joined the battle situation, the 2018 small-size OLED panel may be oversupplied.
Lin Zemin, manager of the Taiwan Industrial Technology Research Center said that at present, iPhone X is still the largest user of small-size OLED screen, however, sales of iPhone X are well below the industry expectation, from the fourth quarter of 2017, we can see the relevant supply Manufacturers continue to under-repair output estimates.Currently you can see that manufacturers are at least estimated production value will be reduced by more than 25%.
Samsung has almost completely monopolized the market supply of small-size OLED panels in 2017, accounting for 92% of production capacity. However, the largest user iPhone X is not as expected hot sales, the output disclosed by the relevant suppliers can be seen that production is significantly lower Repair, and even came out as soon as the second quarter of 2018. Therefore, in 2018, Samsung's small size OLED panel may be facing the oversupply.
On the other hand, as China's BOE and LG (LG) into the small size OLED market, even if not immediately grab a certain market share, but for Samsung's price control will still be very good enough. Small-size OLED market accounted for Compared with the price, will probably be completely different from the 2017 forecast.