1. Under the screen unlock program Android camp still does not give up 3D sensing module
With Vivo launching a fingerprint solution under the screen, the first model Vivo X20 Plus UD also come out, Android and Apple two camps in the biological identification strategy will gradually become clearer.
Even if the screen fingerprint recognition program appears, Android camp will still follow up equipped with 3D sensing module
In a full screen trend, the brand in order to maximize the screen, the current approach has two options:
The first is to move the fingerprinting back to the back, but doing so would undermine back-integration;
The second is to move the fingerprints further downwards by changing the driver IC package, but doing so will still leave a narrow chin.
With Vivo's successful commercial under-the-screen fingerprinting solution, the Android camp is expected to solve the problem of fingerprinting module location.
The general market may be mistaken Android camp will not follow up if using the next screen equipped with a 3D sensing module, but the function of 3D sensing module is not limited to biological recognition, Android camp, if you choose one of the other, fear will never be able to Compete with iPhone on 3D sensing.
In short, the two biometric pathways (fingerprinting and 3D sensing) are not mutually exclusive and the Android camp still has a tremendous opportunity to follow the lead-in 3D sensing module, which is similar to the iPhone X.
To challenge Apple's position in 3D sensing, Android will be the first to optimize existing back-end 3D sensing modules
Android camp has launched the main function of AR with rear-mounted Google Tango Project module, but due to lack of clear market demand and limited application, the iPhone X is equipped with front-mounted TrueDepth module-driven face recognition, Mobile 3D sensing applications only regained market attention.
To compete with the iPhone, the Android camp must come up with an equivalent or even better face recognition program, but this is not an easy task, which is why several Android phones that launch face recognition are not secure Match iPhone X.
But in the meantime, all parties in the market are concerned about who can take the lead in keeping up with iPhone X in the Android camp. All brands also know that this is a great marketing opportunity. As a result, the time pressure for the release of related products as soon as possible remains.
From a technical perspective, Google Tango Project, after all, has been based on the Android camp can greatly optimize the existing post-3D sensing as a priority, and post-3D sensing in terms of functionality to enhance AR-based function, Help the Android camp make the market segmentation different from iPhone X.
In short, the benefits of adopting post-3D sensing, in addition to being a marketing tool, have allowed the Android camp to foster some extra time for itself, avoiding competing with Apple before it is able to propose equivalent face recognition programs.
Therefore, at present, under the fingerprint identification program gradually become clearer point of view, the short term Android camp should first be taken under the fingerprints identification to solve the problem of full screen and back integration; in the medium term, to promote the rear 3D sensing module will become Android Camp to challenge Apple at the beginning of 3D sensing status.
In the long term, since the face recognition driven by the front 3D sensing module may replace the finger recognition, after the cost and technology are in place, the Android camp may replace the fingerprinting identification by importing the pre-3D sensing module , Before and after the formation of each equipped with 3D sensing module, but the final state of their respective roles.
However, whether it is a fingerprints on the screen, or the introduction of 3D sensing module or not, it may well only appear on the high-end machine, considering the required technology, cost, resources, etc. Topology Research Institute
2. Three high-generation line gradually mass production, LCD panel prices into a new round of down cycle?
According to the plan, in the first half of this year, BOE Hefei 10.5th generation LCD panel production line and China's Xianyang 8.6th generation LCD panel production line in Chengdu in the first half of this year The first 8.6 generations of LCD panel production lines will gradually mass production phase, then, the original LCD TV supply and demand will be broken, there may be overcapacity phenomenon if the supply and demand changes from the second half of 2018, the television LCD panel prices may enter a new round of down cycle.
New production line capacity to become the key to overcapacity
With the commissioning of new production lines for television LCD panels and the upgrading or renovation of existing production lines, the production capacity of TV LCD panels has been continuously increased and the market supply capacity has been gradually enhanced. However, the television market has been steadily declining with slight declines in sales volume , LCD TV overcapacity will appear overcapacity.Polylady Peng, chairman of AU Optronics believes that the panel production capacity in mainland China has surpassed Japan, South Korea and Taiwan, the excess supply of LCD TVs will become the "new normal."
In particular, the production of a 10.5-generation line and two 8.6-generation lines in 2018 will directly bring about an increase in the production capacity of TV LCD panels, which may become the key to affecting the original supply-demand relationship.
TV LCD panel production capacity increased year by year is very obvious, indicating that the industry seems to have reached a consensus.China Optics and Optoelectronics Industry Association LCD Branch Deputy Secretary-General Hu Chunming pointed out that the transformation or upgrading of the old production line will increase about 4% of capacity, new production capacity line May increase about 3%, 2018 TV LCD panel may increase production capacity of 7% .This and AU Optronics General Manager Cai Guo new forecast data coincide, Cai believes that by 2018 television LCD panel production capacity will increase 6 ~ 8%.
However, the demand for TV LCD panel was mixed with disagreement among panel makers, which were optimistic. According to Cai Guo-xin, large-size TV shipments will increase significantly with the start of a large number of international sports events in mid-2018. Plus more and more applications for large-size panels for consumer and commercial markets will result in a 6 to 8% increase in panel demand in the global market, while display industry watchers are very conservative and Li Yaqin, deputy general manager of Qunzhi Consulting, The TV market is unlikely to experience substantial growth, up 2.5% in 2018, if the market is not likely to decline as it did in 2017. Hu Chunming also said that if demand for LCD TVs is more optimistic, there may be a 3 to 5% increase.
According to the panel makers, TV LCD panels will achieve a supply-demand balance by 2018. According to industry observers, oversupply may occur in 2018. The increase in production capacity of new production lines will become the key to over-supply, as China Optics Optoelectronics Industry Association LCD Branch provided data, if there is no new production capacity of the production line, in 2018 new capacity growth of about 4%, while market demand can increase 3 ~ 5%, the basic TV LCD panels to achieve supply and demand balance.
Production capacity of new lines like overcapacity valve, the size of the valve to determine the actual extent of excess capacity.IHS large panel chief analyst Wu Rongbing pointed out that in theory, people will be overcapacity in 2018. However, the new production line Yield will be a variable, if the yield is high, the phenomenon of panel oversupply will be more serious. If the yield increase period is longer and the new capacity is not big, the market pressure will be smaller.
Whether to enter a new round of down cycle remains to be seen
At present, the prices of TV LCD panels are continuing to decline, due to weak demand in the first quarter of 2018. There has been an oversupply situation in the first quarter of 2018. Li Yaqin pointed out that in the first quarter, 65-inch and 32-inch TV LCD panels were over-priced and the price pressure was relatively high.
If the new production capacity into the market, may lead to deterioration in the supply relationship, the panel prices fell further, it may lead to the TV LCD panel industry into a new round of down cycle.Hu Chun-ming pointed out that the last round of LCD TV downlink cycle Starting from the second half of 2015 and ending in the second half of 2016. Whether the new round of down cycle will be observed from the second half of 2018 will also be observed.
It is noteworthy that at present, 55-inch TV market penetration has been some improvement, the TV manufacturers are turning their focus to the 65-inch TV market.The new line capacity mainly concentrated in the 55-inch size segment market, especially the 65-inch panel market.
Review of the past few years, the 8.5-generation large-scale rise of the line to promote the popularity of 55-inch TV, and now 55-inch TV has become almost standard living room. Li Yaqin said that in 2017 China's 55-inch TV market share has more than 25% Has also accounted for more than 15%.
2018 TV LCD panel will usher in a new starting point, in particular, a number of 10.5 on behalf of the production line will be gradually mass production of 65-inch TV market to promote the popularity stage.Li Yaqin explained that 8.5 generations of lines through the cutting technology can also be cut out 65-inch panel, but the overcutting technology is more difficult and less efficient than cutting a 55-inch panel. As a result, the 8.5-generation line can only boost the 55-inch TV market, while the 65-inch TV market is far from adequate. The 10.5-generation line can economically cut 65-inch panels, high cutting efficiency of 96%, can afford to popularize the 65-inch TV market.
In other words, the new production capacity is not repeat 8.5 generation of 55-inch capacity, along with the size of the structure adjustment or upgrade to meet the downstream TV manufacturers on the 65-inch panel in large demand, the second half of 2018 may also occur Smooth transition, will not enter a new round of down cycle.
In the second half of 2018, LCD TV will not finally enter the new round of down cycle, which is ultimately determined by the operation of the new production line and the relationship between supply and demand.If the new production line runs smoothly, the production capacity will increase excessively and the supply-demand relationship will change May result in the panel price decline, to promote the TV LCD panel into a new round of down cycle, on the contrary, it will be a smooth transition .China Electronics News
3. Sharp assault Hon Hai re-登 TV foundry leader
Benefit from Sharp LCD TV orders note, Hon Hai shipments of TV foundry in January reached 1.75 million units, once again jumped the world's largest, with Sharp continued to sprint this year, expanding sales of television sets, is expected to continue to push up Hon Hai this year, the number of television OEMs continue to grow.
Quotes from the mainland market agencies Quiz Consulting said orders for the global television OEM market heat, deferred from last December to January of this year in January this year, the world's top 13 television foundries shipped to 802 million units, an increase of 68.6 %.
Qunzhi said that in January last year, the off-season shipment for overseas markets hit the Lunar New Year again. In January last year, the shipments of various foundries had been reduced to varying degrees in January. By contrast, the growth rate in January this year was relatively large. However, with the advent of the Lunar New Year holiday in February, shipments have naturally declined, and it appears that the demand for foundries has stabilized and exceeded expectations in March, still bearing in mind the steady increase in the risk of overseas demand.
From individual manufacturers, Qunzhi said Foxconn (Hon Hai) in January TV foundry shipments reached 1.75 million units, an increase of 167.2%, ranking first, mainly its customers Sharp's promotion in the Chinese market and emerging markets Remained strong and other customers such as Sony maintained stable shipments, Foxconn shipments in January increased sharply from last year. Sharp benefited from strong panel and television earnings last quarter, overall revenue rose 25% to 714.2 billion (NT $ 193.4 billion), 665.8 billion yen higher than the market's estimate. Sharp's net profit in the previous quarter jumped 4.9 times to 20.6 billion yen (about NT $ 5.58 billion), better than the average expected by the corporate circle 19.92 billion yen sharply improved performance of Sharp Note also Hon Hai TV foundry orders.
Sharp's TV and panel business is 'advanced display system', which is the quarter of Sharp's revenue and profit main quarter last quarter, the business revenue soared 28% to 314.6 billion yen, accounting for the proportion of total revenue of 44% At the same time operating profit jumped 19.8% to 13.1 billion yen, accounting for 44% of the overall operating profit.
TPV, which has long been the world's leading TV OEM, shipped 1.25 million units in January, ranking the second with an annual increase of 3.8%. January TPV shipments of its own brand Philips TV are more satisfactory from LG and Sony OEM orders compared with last December, shipments did not decline, led TPV shipments in January growth.
Economic Daily offers
4. Samsung is ready to supply full-screen curved screens to other smartphones
One of the main selling points for Samsung's flagship smartphone series last year was the Total View Surface, which is Samsung's term for the so-called 'Borderless' display, which is Samsung's marketing jargon.
Samsung mobile phones have unique advantages in the manufacture of displays, and so far, all-visual curved screen (also known as full-screen monitors, etc.) are also limited to Samsung's flagship smartphone.
Earlier this year, Samsung's full-view curved screen can be applied to the company's mid-range handsets - Galaxy A8 (2018) and Galaxy A8 + (2018), though not as curved as the Galaxy S8.
According to a report from The Investor, Samsung's full line of smartphones will be equipped with full-screen curved screens this year, but unlike full-screen curved displays in the flagship Galaxy smartphone, Samsung will offer a flat OLED display just like the new A8 Same as cellphone
The profitability of mid-range devices is already low, so use this cheaper display.
Currently, SAMSUNG displays dominate the mobile OLED market with a market share of more than 95% .Samsung also plans to diversify the smartphone OLED display customer base.With the Chinese monitor manufacturers are expected to challenge Samsung in the OLED market, Samsung The company hopes more companies will cooperate.
It remains to be seen whether Samsung will be able to maintain its growth momentum through a diverse customer base and a full-screen curved screen for mid-range products.
