1. TCL Multimedia achieves a new record high in 2017, breaking the 40 billion Hong Kong dollar turnover and setting a record high
On micro-message news, on March 29, TCL Multimedia Technology Holdings Limited ('TCL Multimedia') announced its 2017 consolidated results. In 2017, TCL Multimedia turnover exceeded HK$40 billion for the first time, up 22.4% from the same period last year to 40.82 billion. The Hong Kong dollar, a record high.
The operating profit for the year was 1.05 billion Hong Kong dollars, and the net profit after tax was 800 million Hong Kong dollars. Profit attributable to owner of listed parent company increased by 345.7% compared to the same period last year to HK$815 million, the highest in five years.
According to the disclosure, in 2017, TCL Multimedia TV sales exceeded 23 million units, a year-on-year increase of 16.4%, exceeding the annual sales target, and the Chinese market performed better than the industry average. The performance of overseas markets continued to be bright, and North American and Brazilian markets turned over. Doubled growth. The market share of TCL in China and global continues to increase. According to the latest information of IHS Technology and company shipment data, the Group's global LCD TV market share in 2016 was 10.9%, ranking third.
TCL Multimedia stated that in 2017, the company’s growth in a contrarian direction significantly increased its profitability due to: 1. Significant growth in sales and sales for the whole year, thanks to the Group’s long-term integration advantages of vertically integrated industrial chain, the performance of the Chinese market Outperformed the industry average, overseas markets, especially North America and Brazil, also performed brightly; 2. Product strength increased significantly, product structure continued to improve, and brand price index increased significantly; 3. Benefited from lower prices in the second half of the year, overall gross profit margin included China's gross profit margin rebounded in the fourth quarter; 4. Continuous organization was streamlined to reduce costs and increase efficiency. The overall cost rate continued to drop; 5. Thunderbird Technology introduced Tencent Digital (Shenzhen) Co., Ltd. as the second largest shareholder, after completing the capital increase. A one-time benefit.
2. Innolux, BOE to increase output
Since the Innolux 6th Generation Line and the BOE Fuqing 8.5th Generation Line increased the production of display panels, the display market is expected to end the 7-year continuous decline in shipments, but the supply-demand ratio has also changed from approximately 1% in the past to maintain a balance of 4.9%. This year, the monitor panel may be oversupply.
According to the Trendsight Optoelectronics Research (WitsView) latest 2017 IT panel (displays and laptops) shipment survey report, total shipments in 2017 were 315 million tablets, an increase of 3% year-on-year. Looking ahead to 2018, panel makers will focus on The reduction in the size of the IT panel's frame, the increase in wide viewing angle and resolution, and the desire to drive shipments through the conversion of product specifications. It is expected that shipments in 2018 will reach 326 million units, an increase of 3.6% year-on-year. WitsView Research Manager Hu Jialu pointed out that the monitor Due to the saturation of demand for panels and the increase in size, shipment volume continued to decline. In 2017, shipments were 138 million units and the annual decline was 1.6%. However, the supply and demand situation in the first quarter was affected. The brand was affected by the off-season effect. The shipments of the machine declined by 10% to 11%. Due to the healthy inventory, and the current mainstream size quotation decreased by 12~15% compared with the same period of last year, it is favorable for brand purchase. It is estimated that the shipment of monitor panels will grow by 0.4% in the first quarter.
Supply-demand ratio rose from 1% to 4.9%
However, in the whole year, due to the increase in the production of display panels by the Innolux 6th Generation Line and the BOE Fuqing 8.5th Generation Line, the brand continued to shift its large-scale product strategy, with no borders and gaming-related specifications such as high gold content. The volume will gradually decrease. Therefore, the oversupply ratio of the monitor panel is expected to reach 4.9% this year. It has changed over the past three years to maintain a balance of less than 1%.
Pen electric panel expands shipment
On the notebook front panel, last year's shipment performance was better than expected. Incentive panel makers were chasing success this year, coupled with low price fluctuations in notebook panels in the past half year, and profit performance was better than TV and monitor panels, so panel makers are willing to invest more resources and production capacity. , It is expected to boost shipments of notebook panels to 186 million units in 2018, an increase of 4.9% year-on-year.
Since Apple plans to launch new versions of its MacBook Air and upgraded MacBook Pro in the second half of the year, WitsView is worried that this fear of crowding out sales of other brands will indirectly affect the shipment of the whole machine. WitsView analysis, if there is no supply of panel makers this year Timely adjustment may increase the risk of oversupply of the electrical panel. Free Times
3. Academician Ding Wenhua: The next five years will be the golden period for China's 4K development.
Academician Ding Wenhua pointed out that China’s 4K/UHD is developing rapidly. In 2017, the output of 4K TVs in China has reached 33 million units, accounting for 42% of the total 4K TVs in the world. In 2020, the number of global 4K homes will exceed 3 With 30 million households, China will become the world's largest 4K TV consumer market. He explained that the 4K/UHD industry chain includes three links. One is the production of content, including films, TV dramas, sports events, documentaries and variety shows. The second is the network transmission links including satellite and cable; IPTV and OTT. Third, LCD, OLED, LD; STB and home theater terminal viewing links.
Ding Wenhua affirmed the related achievements of China in the 4K/UHD industry chain in recent years. Guangdong Province began to establish a series of end-to-end technical standards in 2004. Ding Wenhua believes that the core of DRM is to protect content protection for terminal protection terminals. He believes this It is a very important environment for 4K development. In radio and television networks, it is now possible to provide effective 4K services based on the current channels of transmission. Moreover, the internationally popular HEVC technology based on AVS2 encoding technology of domestic intellectual property is quite competitive. The Ministry of Industry and Information Technology is promoting Hundreds of millions of home entertainment network, UHD through the Internet are able to provide a very good 4K experience. He also pointed out that 100 million home broadband network is also very important, the future government-driven network and fee reduction policy will accelerate the country's next generation Basic network facility upgrades.
Finally, Ding Wenhua summed up three proposals for the development of China's 4K/UHD industry. First, the industry chain needs to obtain the unanimous recognition of the content, network, and terminal industries. The three parties jointly exert their efforts to promote the overall development of the industry chain. Second, China promotes 4K/ The industrialization conditions required for UHD are basically met, and will accelerate the industrial deployment in the second half of 2018. Third, the next five years will be the golden period for China's 4K/UHD development. The industry should seize the opportunity to ensure the global leadership of China's electronic consumer industry. Status. China Newsletter
4. Tencent Ma Huateng: Opening the last kilometer is the critical point for the development of 4K industry
Ma Huateng said that 4K television is now very popular, but the content link has not yet landed. The 4K industry has reached a critical point of development. It is necessary to open the last kilometer, the government sets up a group, and the group fights, so that the upstream and downstream cooperation form an industrial synergy. important.
Ma Huateng interpreted the development and future of 4K applications and industries from the perspective of the Internet community. He believes that 4K is not a simple software, upgrading of hardware, but the industry iterative. So we must change from a single thinking to the idea of group operations. Now For 4K TVs in China, the mainstream 50-inch is less than 3,000 yuan and the 55-inch is more than 3,000 yuan. It can be said that 4K television has become very popular, but this link has not yet been settled. Therefore, to reach the last mile, the group needs to be established. Combat, let hardware, software, service providers can provide one-stop industrial services.
At the meeting, Ma Huateng witnessed the establishment of the China Ultra-High-Definition Video Industry Alliance under the support of the Ministry of Industry and Information Technology, the Guangdong Provincial Government and other relevant government departments. He believes that this type of government set up a demonstration to promote the establishment of an industrial alliance can help the hardware of the entire industry chain. , Software and services can quickly realize the connection between rules and standards, and lay the foundation for future collaborative innovation. Guangdong has a complete industrial chain from hardware, software to services, that is, terminals, networks, and content, so it has developed a 4K industry in Guangdong. There is a unique advantage. Today, 4K industry development has reached a critical point. It is very important for the government to take the stage to boost. It can be said that today's China Ultra High Definition Video (4K) Industry Development Conference is very good. Large platform.
Ma Huateng also stated that large screen is a very important interface for human-computer interaction. The small screen and large screen of mobile phones in our hands will be better integrated. In the past 20 years, young people have switched from television generation to mobile phone generation, and now consumers are All aspects of the picture quality have put forward requirements. In the future smart home environment, large screens and small screens all play an important role. The immersive experience of large screens is irreplaceable for small screens. They interact with each other and form a seamless connection. A better experience. According to Tencent's data, the active users of Tencent's video have doubled in 2017 and entered a new blowout period. In the 4K ultra high-definition large-screen application scenario, it needs to be further digging. In addition to entertainment functions, Ultra HD in the future will have a very wide range of applications in telecommuting, medical, education, security, games, ER, VR and other scenarios. As you can see, mobile phones from 2G to 3G to 4G are just rate-based. Ascension, however, has driven a large number of new applications. For example, the very short video and live broadcasts of the last year or two, if it was difficult to support network bandwidth in the past, it has been booming in the past few months. Future ultra high-definition technology is difficult to imagine what new formats and models will happen, and there are a lot of imagination.
Ma Huateng also revealed how Tencent will participate in 4K ultra high-definition innovation. First, Tencent's strategy is 'technology + culture', how to use cloud computing, artificial intelligence to solve the current pain points. For example, the current 4K in a lot of transmission process It also faces problems such as insufficient bandwidth and transmission delays. Tencent Cloud has deployed more than 1,000 transmission and clearing networks in the world. On the other hand, Tencent has introduced video AR products, which can be automatically learned through cloud machine learning and training. 4K is integrated into the game. This content is indoor or indoor. It is a game or anime. It is conveyed with different parameters. It can greatly compress the capacity and save 30% of bandwidth. At the same time, Tencent introduces and creates excellent 4K content, and trains users to 4K. The consumption habits. At present, Tencent has already launched 4K channels and 4K programs. Next will promote more 4K content. Tencent's daily activity is over 137 million members, and more than 60 million paying members, making it the largest in China. Online video platform, Tencent now also open 4K terminal area experience to paying users. China Electronics News
5. Huawei Vice Chairman Xu Zhijun: China Will Become the World's Largest 4K Ultra HD Market
Huawei vice chairman Xu Zhijun said that consumers are in need of 4K ultra high definition, but demand is urgently needed to be released. Currently, video is the main way for consumers to obtain information. Video accounts for 60% of current network traffic and will continue to grow in the future. To 85%, at the same time, our survey found that consumers are willing to pay for better experiences. More than 80% of consumers are willing to pay extra fees to watch ultra-high-definition content. We expect that 4K users in China will exceed 200 million by 2020. It is 13 times that of Japan and Europe. China will become the world's largest 4K ultra-high-definition market.
Xu Zhijun believes that China is quite complete and competitive in the entire industry chain. In consumer terminals, both chips and 4K TV products can be provided. On the Internet, with the support of the three major operators, built a global The best network, to achieve fiber to the home, operators have many technical support platforms, can recommend a variety of video for consumers, incubate various videos. In content production and production, in addition to 4K high-end cameras, but also have the overall production capacity The Chinese 4K ultra-high-definition video industry chain is fully competitive, driving industry upgrading and promoting industrial development.
Xu Zhijun said that at the same time, China’s 4K ultra-high-definition industry is also faced with many challenges. The first is the lack of 4K ultra-high-definition content, if there is no 4K ultra-high-definition content, 4K TVs, 4K networks and 4K products can not reflect the value. 4K programs are expensive to produce, and the pace of standard planning is also inconsistent. Now 4K set-top boxes, 4K TVs, achieve more 4K resolution, and this can only improve less than 20% of the experience. If you add on 4K resolution On HDR, plus 4K related factors can bring a revolutionary experience.
Xu Zhijun said that on the one hand, quality 4K content is very important. The entire content producer should let more users feel the 4K ultra high-definition experience. To find different entry points, 4K content is really promoted, and the Guangdong Provincial Government is This aspect has come to the forefront. It has pioneered the 4K channel to promote the production and development of 4K content. On the other hand, to truly allow consumers to experience a good experience, end-to-end protection is the key in the 4K Ultra HD video experience. 4K Ultra-high-definition televisions, from the network point of view, need more than 100M network experience, to support 4K ultra-high-definition network experience, truly bring consumers shocking experience.
Xu Zhijun said that we need to optimize the end-to-end ultra-high-definition experience. We must take the 4K ultra-high-definition experience as a leader and drive the 4K ultra-high-definition video industry chain globally to the high end. Accelerate 4K ultra-high-definition supply to meet consumer demand. Inspire The entire industry chain innovation power, using China's huge market size, builds the competitiveness of the 4K ultra-high-definition industry chain, and participates in global market competition. To the future, we must strengthen basic research and innovation. This way we can make our entire 4K industry more than just It is better to face the future after 4K is done. China Electronics News
6.BOE: Strive to become the world's most important ultra-high-definition display supplier
According to Chen Yanshun, general manager of BOE Technology Group Co., Ltd., with the deep integration of technologies such as big data, artificial intelligence, and cloud computing, the intelligent interaction in the Internet of Things era is more convenient, and the interactive ports will gradually evolve towards intelligence. The display terminals are intelligently interactive. The most important port, the development of Internet of Things technology has prompted the display port to be fully upgraded in terms of functionality, quality, and form. High performance, integrated ultra-high-definition display technology and industry development usher in significant opportunities.
According to industry forecasts, by 2025, the overall area of ultra-high-definition market will reach 183 million square meters, and the penetration rate will reach 67%. The market output value is expected to exceed 70 billion US dollars. From 2017, the compound annual growth rate will reach 8%. , The market has great potential.
In the face of huge market opportunities, well-known global companies and organizations have attached great importance to and actively deployed ultra-high-definition. In terms of display terminals, BOE launched the 110-inch 4K and 98-inch 8K displays in 2012 and 2013 respectively; meanwhile, Samsung separately In 2013 and 2015, equipped with BOE display, launched the 110-inch 4K and 110-inch 8K ultra-high-definition TVs; in addition, BOE launched the world’s first 82-inch 10K display in 2015. In terms of content and playback, 2016 About the Olympic Games, NHK used BOE 98-inch 8K products to achieve the first 8K live broadcast in the world. Ultra-high-definition has become the focus and hot spot in the global industry.
To meet the advent of the global Ultra HD era, BOE is actively preparing. Our business position is 'Internet of Things companies that provide smart port products and professional services for information exchange and human health'. Through long-term technological innovation, product innovation and In business model innovation, BOE has formed three major business structures centered around 'Display, Sensing, Artificial Intelligence, and Big Data': Display and Sensors, Smart Systems, and Health Services. BOE is based on 23 major supports. The platform, relying on four core technologies and more than 100 technological innovation platforms, takes the three major businesses as the pillars and strives to create value for customers.
To better lead the development of ultra-high definition display, BOE launched '8425' strategy, which promotes 8K applications, popularizes 4K applications, replaces 2K applications, and makes good use of 5G resources. The implementation of the '8425' strategy will drive photography, content, transmission Rapid upgrade of key links, such as display, will greatly promote the rapid upgrading of smart phone products such as mobile phones, tablet computers, notebook computers, monitors, and televisions, and will bring trillions of market opportunities.
To support the rapid development of the ultra-high-definition industry, BOE has actively promoted product and technological innovation and improved the layout of the production line. Currently, we have a total of four 8.5-generation production lines in Beijing, Hefei, Chongqing, and Fuqing. Last December, we built a global investment in Hefei. The first highest generation line - BOE Hefei's 10.5 generation line was put into operation. At the customer delivery ceremony, Jingdong delivered 75-inch 8K 60Hz/120Hz large-size ultra-high-definition screens to customers around the world. In addition, we will also be in Wuhan. With two lines of 10.5, BOE strives to become the world's most important provider of ultra-high definition display solutions. China Electronics News