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1. Pass Apple OLED order Q2 and then cut half this season has cut half;
Set a micro-channel news, South Korean media etnews recently quoted industry sources as saying earlier Apple may suspend production of iPhone X mid-year news, the authenticity is increasing because iPhone X exclusive OLED panel supplier Samsung monitors, came January Has notified its own component suppliers in the first half to reduce procurement.
If converted into the number of Apple's OLED panel purchases from Samsung monitors, Apple's purchases of Samsung monitors this quarter may be cut from 40 million to 20 million, and the second quarter may be halved.
Not only that, the second half of Apple may no longer purchase the iPhone X OLED panel to Samsung monitors.
However, the report did not mention when Apple will start sourcing the new iPhone's OLED panel from Samsung this year.
Kwok Kei investment consultant Guo Mingfu that in early January this year, iPhone X in the quarter and next quarter's shipments forecast, respectively, down to 18 million and 13 million, lower than the consensus of the industry circle of 2000 to 30 million Branch, and 1500 ~ 20 million.
He also expects iPhone X to close production around mid-2018 with about 62 million life-cycle shipments, down from 80 million previously expected.
Earlier micro-grid has been reported, due to OLED prices are too high, leading to the enthusiasm of Chinese mobile phone manufacturers is not high, and recently Apple iPhone X cut orders and the next mid-stop news, according to the panel maker Samsung Display Samsung was forced to slash production capacity , Is looking for new buyers for hard OLED panels.
2. Foxconn development robot OEM's group will create a photoelectric 10000 people;
According to "Nikkei Asia Review," Foxconn's panel division, Innolux, plans to cut more than 10,000 positions this year as part of its aggressive efforts to increase manufacturing automation applications .
At a news conference Tuesday, Duan Xingjian, Chairman of Quantum Optoelectronics, said: 'By the end of 2017, the total number of our workforce will be reduced to below 50,000. According to the statistics at the end of 2017, there will be about 60 million.
It is reported that a group of Optoelectronics is mainly iPhone assembly company Hon Hai Precision Industry (Foxconn Technology Group), a liquid crystal display manufacturer Duan Xing Jian Foxconn, Sharp and a group of photoelectric technology consultant.
Duan Xingjian said up to 75% of the production will be fully automated by the end of 2018, while most of Innolux's plants are in Taiwan. Recently, Foxconn chairman Terry Gou said the company will spend 342 million U.S. dollars to reform its manufacturing process with artificial intelligence.
3. Chuan Huaxing first flexible OLED panel mass production next year;
Set micro-grid news, South Korean media ETnews quoted industry sources reported that the Huaxing sixth-generation OLED soft board factory code T4, Huaxing Power has ordered a single order equipment, Samsung Display will be used with a similar system before the equipment from Japan, Equipment supplier Canon Tokki provided.
On the morning of June 13, 2017, Wuhan Hua Xing Optoelectronic 6th Generation Flexible LTPS-AMOLED Production Line (Huaxing Photoelectric t4 Project) with a total investment of 35 billion yuan was started in Optics Valley Intelligent Manufacturing Industrial Park.
This is the first display panel production line that focuses on foldable displays in China. After its annual production, the annual sales will exceed 10 billion yuan, which will further enhance the global competitiveness of China's semiconductor display industry.
T4 plant in accordance with the plan in the second half of this year will be placed machine is expected to start mass production in 2019. Although Huaxing PV did not have any previous experience in mass production of OLED panels, investment started to lag behind other peers, but Huaxing photoelectric strive to make breakthroughs in technology, T4 plant It is expected that after the first arrival, becoming the first production plant with folding OLED panel.
According to IHS forecast by market research agency, the share of production capacity of RGB OLED panel of Huaxing Power will reach 5% in 2020, which will be the fifth largest in the world, led by 52% of Samsung Display, 15% of BOE Display Display, 11% of LG Display, 6%.
4. Innovations in the first quarter of a panel panel shipments volume prices down;
Set micro-grid news, a few days ago a group of optical expectations, the company's panel shipments in the first quarter of this year may show the volume and volume down trend.Zhisheng Xiaohong, general manager of group said that the first quarter of large-size panel shipments may be a quarter-quarter reduction of -9% %, ASP estimated quarter by 5%, small and medium size panel shipments in the first quarter is estimated to be 17% -19% quarter-on-quarter decline in ASP estimates by 1% -4%.
In addition, the Group's capital expenditure this year is expected to reach 55 billion yuan, up from last year (about 30 billion yuan), mainly including last year to 300 million yuan to buy Hon Hai LTPS line. The line is still mainly To help Hon Hai OEM, has been incorporated into the revenue, and accounting for about 5% -6% of revenue share. As for the estimated depreciation expense will reach 35 billion yuan to 36 billion yuan this year, also higher than last year (about 30 billion yuan) .
Xiao Zhihong also pointed out that this year's global panel will be the main challenge from changes in supply, supply and demand may be flat, but a slight oversupply, this year's panel supply may be an annual increase of 8% -10%, demand may increase by 5% -8%.
Machine assembly business, the group at the end of mass production started to mass production of assembly products, is expected to further heavy volume this year, the peak of this year may have two shipments of equipment, the first file in March, the next The schedule will fall in the second half of the peak season, the second half is expected to reach the monthly shipment of 500,000 units of the target.
Group in January this year, large-size panel shipments of about 10.1 million, down 4.6%. Small and medium size panel shipments 24.24 million, down 6.4%.
Shipments, the group shipped last year, the overall shipping area of 28.47 million square meters, an increase of 5.4%. Small and medium size panels in 2017 total 271 million units shipped, an increase of 20.4% .Among them, the fourth quarter of the area of ?? shipments 7.72 million square meters, an increase of 10.6% over the previous quarter, the LCD panel price of 341 US dollars per square meter. Small and medium size revenue quarter increased 1.6%; small and medium sized consolidated shipments area of 676600 square meters, down 0.5% .
Last year, the share of mobile phones and commercial products was about 28%, that of portable computers was about 16%, that of desktop monitors was about 11%, and that of TVs was 45%. In terms of product size, the size of the product ranged from 24% , 19% for 10 to 20 inches, 13% for 20 to 30 inches and 41% for 40 inches or more.
5. Japan's OLED TV prices off 3 into sales rush!
Nikkei News reported on the 8th, is expected to show the popularity of Japan's OLED TV prices continued to decline in Japanese home appliance stores, Japan's main TV station 55-inch product prices have dropped 30% from the initial sale, and because in June at Russia will have a World Cup kick-off, it is estimated that follow-up will further set off replacement needs.
Sony, Panasonic, which entered the OLED TV market in June 2017, also announced that all four Japanese TV brands (excluding Sharp) are involved in the field. According to Yodobashi Camera, a major home appliance retailer, Yodobashi Camera's overall OLED TV sales soared to 2.4 times the current price of 55-inch OLED TVs, which had a asking price of about 550,000 yen at a discount of about 400,000 yen per month.
According to BCN, a Japanese IT-related research firm, the average unit price of OLED TVs in Japanese home appliance hypermarkets / internet stores in December 2017 was 344800 yen (excluding tax, the same below), 20% lower than that in June 2017 .
BCN analyst Yamaguchi said that 'the current OLED TV accounted for only about 2% of the total sales of thin-film TVs in Japan, but with the price drop, the product lineup is complete, the subsequent sales share is likely to rise. "
According to BCN, in 2017 Japan's OLED TV market is the leading manufacturer of Sony.
Japan's Electronic Information Technology Industry Association (JEITA) January 25 released statistics show that in December 2017 Japan's OLED TV shipments of 15,000 units, compared with the previous month (November, shipments of 10,000) increased 5 Into the monthly volume of even 2 months exceeded 1 million units, setting a record single-month record highs.
Nikkei News November 15, 2017 South Korean panel maker LG Display (LGD) plans to increase its production of TV panels for OLED panels by up to 60% from its 2017 forecast in 2018. LGD's 2017 TV Panel Production Volume Estimated to be 1.7 million units in 2018, plans to expand to 2.5 million -2.8 million units.
Currently, LGD supplies 13 sets of OLED panels for TVs to Sony, Panasonic and other companies. LGD has 100% market share in TV OLED panels, and LGD plans to increase its output by 60%. It also represents the global market for OLED TVs The growth of OLED TVs is expected to reach 1% of global TV demand by 2018, and will reach the real popularization period.
6. Market recovery and long-term coexistence of 2018 TV industry over?
Recently, the analysis agencies released the 2017 China color TV market data, the situation is not optimistic.China Video Industry Association data show that in 2017 China's color TV retail volume down 6.6%, retail sales up 4.5%; Yikang data show that color TV Retail volume decreased by 8.1% YoY and retail sales increased by 3.4% YoY, according to Orvital Cloud. Retail volume declined 6.6% YoY, while retail sales rose 4.5% YoY, which means that the volume of retail sales of color TV in China hit 34% Million units decline.Most people in the industry portrayed last year's market as the most severe situation in China's color TV history of the year.
Inadvertently, 2017 has passed, 2018 arrival.We are concerned that this year's TV market will continue to hover in the trough, or pick up? Factors to support pick up?
Panel prices to release short-term pressure
After nearly 10 years of cultivation, the domestic retail sales of color television sets exceeded 50 million units in 2016 and dropped to about 47 million units last year. The industry generally believes that 50 million units are the ceiling of the domestic color TV market.
In 2017, the color television market in China was subject to strict real estate control policies, and the demand for newly renovated TV sets dropped sharply. In addition, the crisis of Internet TV brands and the drastic effect of sales volume in the market were greatly diminished. In 2016, the sales volume of color TV sets exceeded 50 million sets Due in part to the low price promotion strategy adopted by Internet brands that led traditional color TV brands to join the price war and advance overdraft of the consumer market in 2017. Following the meltdoy of LeTV in 2017, other parts of Internet TV brands The problem of shortage of funds and the inability to compete with the market made the brand of Internet TV in 2017 greatly reduced.
Another important reason is that panel prices peaked in 2017. According to the China Video Industry Association data, panel experienced a 14-month price increase from March 2016 to April 2017, the peak increase Driven by cost, the average price of the domestic color television sets also rose from 3,200 yuan to 3,500 yuan. 'The average price of TV sets 200 yuan fluctuations in the market, consumer spending will increase or decrease by 1.5 percentage points. Peng Yidong, general manager of Zhong Yi Kang black electricity division told China Electronics News reporter.This means that only panel prices, making the color TV sales in 2017 decreased by 2.3 percentage points.
These factors are driving the color television market in winter in China for 2017. For the 2018 market, China Electronics Video Association executive vice president Bai Weimin in an interview with "China Electronics News" said: 'We are confident this year's market , I believe this year's performance will be better than last year. "In Pang Hin East view, to make this decision is mainly due to panel prices have loosened this year.He disclosed that now supply the market price of 65-inch LCD panel about 300 US dollars , Down about 25% from the peak of $ 400.
Panel, from 2016 to this year, television upstream display panel industry has undergone major competition and technological changes in the line.Japanese panel maker Sharp fell into a quagmire in 2016, reluctant to accept the Hon Hai aid, micro-Japanese firms. Samsung will focus most of its efforts on small and medium size OLED panels, LGD will focus on large-size OLED TV panels. South Korean panel makers in the process of technology transfer has been intentionally weakened the liquid crystal panel line investment. At the same time , The entire LCD panel industry supply and demand reversed, from overcapacity into short supply.Especially TV size to the direction of large size, large-size LCD panel prices are bullish.China mainland panel seizes the opportunity to invest in high generation LCD panel production line, to In July 2016, there were about 8 high-generation panel production lines in operation in China and 6 high-generation LCD panel production lines under construction, however, LCD panel supply was tight as the panel factory usually took 2 years from the start of construction to the start of production The situation continued from 2016 to the first half of 2017. China Electronics News