1.The sales of iPhone X are not as expected as they are expected to: Driving OLED trends; 2. Apple MicroLED screen plans to expose AR equipment information: 0.7 to 0.8 inches; 3. Chimei Material Kunshan Article 2 production line in the second quarter of next year; 4. Lai; Bao Gaokei: We have not yet developed a flexible touch screen sample for smartphones; 5. Liu Yiping, CEO of Storm TV: Internet TV 'Dispute between the wind and the rice'; 6. Apple is developing a micro LED panel size to eat;
WitsView, a maker of micro-networking news, reported that although the sales of the iPhone X were not as expected, Samsung, which produces organic diode (O LED) panels, was under capacity utilization. However, the trend of OLED panels driven by Apple has taken shape.
WitsView estimates that the penetration rate of smartphones using OLED panels will reach 46% by 2021. OLED's advantages in terms of technology maturity and production cost will make it very difficult for Mini LED to play a role in the smart phone market in the short term.
AUO maintains the view of the previous legal person's briefing. Although the global famous brand mobile phones use OLED panels to drive the market to climb rapidly, the latest high-end smart phones have not been sold for OLED panels. OLED panels are not in fact all-purpose. Dan.
AUO believes that the MicroLED panel will be an opportunity for the panel industry in Taiwan and AUO has invested a lot of resources. In addition, MiniLEDs used in panel backlights also have many opportunities to increase the number of panels. Specifications, cost-effective.
WitsView pointed out that in addition to supplying Apple's iPhone to Samsung's OLED panel, it is necessary to supply its own branded high-end smart phones. However, other panel makers have low yields of OLED production. Therefore, mobile phone manufacturers are also trying to find alternatives for their flagship models. Technology.
Although the Mini LED has high color saturation and high contrast comparable to OLED in terms of specifications, it can also support high dynamic stability range (HDR) function, and has become a product considered by the industry.
However, in addition to high color saturation, high contrast and fast response time, OLEDs have the biggest advantage in their self-luminous and bendable characteristics, allowing handset manufacturers to be more flexible both in thickness and shape design.
WitsView shows that the Mini LED miniaturizes the LED chip size to 100 to 300 μm on the premise that the original liquid crystal display (LCD) structure does not change, and fills the LED in the backlight module through the matrix arrangement method. With 5.5 吋 full HD The (FHD) screen, for example, uses as many as 2,000 to 10,000 LEDs.
When the number of LEDs is small, a long optical distance will be required, which will increase the thickness of the whole machine. Although a large number of LEDs can shorten the optical distance required by the backlight and have better uniformity, it will lead to heat dissipation problems and increase the cost. How to achieve balance is the bottleneck that the current manufacturers still have to overcome.
2. Apple MicroLED screen plan exposure AR equipment information: 0.7 to 0.8 inches;
According to the “E-Times” report from Beijing on April 3, Luke Lin, a senior analyst at Digitimes Research, a market research company, said today that Apple is working hard to develop MicroLED panels for small-size and large-sized devices at the same time. , And won the support of TSMC in the development of small-size MicroLED panel.
Luke Lin said that Apple is working with TSMC to develop a silicon-based MicroLED panel that will be used in Apple Watch and Augmented Reality (AR) wearable devices. At the same time, Apple is still developing a large TFT-based substrate. The size of the MicroLED panel will be used for products much larger in size than the MacBook.
He cited upstream supply chain news that Apple is preparing to prepare two types of MicroLED panels for small-sized applications: one is 1.3 inches to 1.4 inches for future Apple Watch; the other is 0.7 inches to 0.8 inches, for In AR wearable devices, it may be AR glasses.
The MicroLED panel used in the Apple Watch may be mass-produced in the second half of the year or next year, while the large-size microLED panel may not be mass-produced until 2019 or later. The microLED panel used in the AR wearable device has not yet been planned for mass production.
However, Luke Lin believes that Apple will only use the microLED panel in the high-end appearance of the Apple Watch in the future. He expects that the cost of the new microLED panel will be 400% higher than that of the same size OLED panel used in the existing Apple Watch. 600%. (Compile / Rain) Phoenix Network Technology
3. Qimei Wood Kunshan Article 2 production line in the second quarter of next year production;
Polaroid panel maker Chi Mei Material (4960) said today that it has been authorized by Nissho Riken Electric Co., Ltd. to build a new 2.5-meter-wide polarizer production line at the Kunshan plant, which will still be produced in the second quarter of next year as planned last year.
Chimei Materials pointed out that it is optimistic about the demand of polarizers in mainland China's panel makers. In the Chinese mainland, Kunshan’s Chimei Material Technology Co., Ltd., which is the Kunshan factory, was built. The first production line was mass produced in the first half of 2017, and it is in The four production lines are the same, a 1.5 meter wide polarizer production line.
Chimei Materials stated that the first polarizer production line of the Kunshan plant was supplied to major panel makers such as BOE panel makers BOC, Huaxing Optoelectronics, and Panda of China National Electric Power Co., Ltd., and optimistic about the production volume of BOE 10.5 generation panels this year. Chimei Materials passed the board of directors’ approval in early November last year. Kunshan Plant's second polarizer production line, and signed a technical license with Nitto Denko Corporation to build the world's first 2.5m wide polarizer production line.
Chi Mei Materials is optimistic about the Chinese mainland market, mainly due to the continuous expansion of high-generation production capacity by mainland Chinese panel makers. Most research institutes estimate that Mainland China will become the world’s largest panel production area by 2018, accounting for more than half of global panel supply since 2020. Capacity.
4. Leybold Tech: We have not yet developed a flexible touch screen sample for smartphones;
Lai Bao Gaoke (002106) 2017 Annual Results Online Conference was held on Tuesday afternoon at Panorama Network. Lai Wei Gao Ke, Chairman of the Board of Directors, said that due to restrictions on the supply of certain materials, the supply of curved or flexible display panels and other comprehensive factors, the company is currently unavailable. Samples of flexible touch screens for smart phones have been developed, and active development is underway. We have developed flexible touch screen samples that can be applied to mid-to-large size capacitive touch screens such as tablet PCs and notebook PCs. We are currently actively promoting applications to customers, and strive to realize as soon as possible. Mass production. Panorama network
5. Storm TV CEO Liu Yaoping: Internet TV 'discussions between the wind and rice';
On the day before the millet rice noodles festival, I always liked to tell the story of Xiaomi's Storm TV again.
Liu Yeping, CEO of Storm TV, said, 'If we use our internal words, if Ray always grabs TV on a daily basis, we can't win him completely, but he still has a cell phone. He also has to face many strong enemies. He has too many enemies.' He also announced a 40-inch storm AI TV, priced the same as the millet TV 4A32-inch TV.
In addition to Xiaomi, Liu Yaoping also commented on a number of 'friends' who entered the Internet TV market in recent years. - LeTV gave himself up. Suning is using the channel's thinking to make Internet brands; other barley TVs, 17TV does not make more evaluations. ... The entire camp will only have a 'wind-meter dispute'.
Judging from the industry situation, China's color TV market did experience a significant decline in 2017. Internet brands have experienced particularly severe tests. The domestic appliance and other industries data monitoring company Ovid Cloud Network report shows that in 2017 China's color TV sales were 47.52 million units. , down 6.6%, the year-on-year rate of decline has reached the lowest point in the past 15 years. Under the weight of the market downturn, under the weight of panel price hikes, Hisense Electronics in the traditional color TV industry will have to transform its display business, and TCL Multimedia will expand its electronic business. TV alone; Internet brand market share was 13%, a drop of 6 percentage points from the previous year; the number of new Internet brand products also decreased by 11% year-on-year in 2017. In particular, as early access to Internet TV LeTV experienced funding in 2017. In the crisis of the chain, sales have been declining. On the one hand, the outbreak of the LeEco incident has affected the financing of the Internet TV industry; on the other hand, it has left market space for other Internet TVs such as Xiaomi, Storm, etc.
For Internet brands including LeTV, Xiaomi, and Storm, the initial general practice was to acquire users at low prices and sell at a low price or even loss. In early years, Feng Xin, the CEO of Stormwind Group, disclosed that each TV sold in 2016 was Losses of 300 to 400 yuan. In the 2016 annual report, Storm TV set a goal of achieving 10 million sales in the next three years, and strive to realize the profitability of their respective businesses in 2018 and 2019.
Benefiting from the growth of internet TV sales, the recent 2017 financial report released by Storm showed that the company’s operating income was 1.912 billion yuan last year, which was an increase of 16.07% over the previous year. It is reported that the operating income of the storm commander has increased by about 45% from the previous year. 2016 , TV revenue accounts for more than 50% of the total income of listed companies, and the 2017 figures have not yet been released.
However, the current storm TV still looks to be losing money. In terms of profits, the 2017 Stormwind Group’s operating profit was -2.56 billion yuan, which was a year-on-year improvement of -386 million yuan. It was mainly the loss of the gross margin of the storm leader. Narrowing, current profits increased substantially year-on-year.
For the Internet TV is still biased toward the hardware subsidy model, after the micro-whale Li Huaiyu told reporters that he did not agree. He bluntly, some Internet TV brands have been retreating, 'low-end, certainly not continue to take the amount'.
For Stormwind TV, which is still losing money, how can a low-cost strategy ensure that the company will complete its previous target of 2019 profitability?
Liu Yaoping told reporters that the timetable for entering the profit period is still unchanged. When the storm just entered the TV field, the cost of a single user was about 400 yuan, and last year it was 100 yuan, but this year it may drop to tens of yuan. Because the basic modules for the entrance were also done, the money for the investment was also invested. From the design to the supply chain to the distribution channels, how can the efficiency of the Internet and the operation be re-emerged? 'He revealed that this year has already gained hundreds. Millions of users, this scale will also be commercialized.
He believes that AI TV is an opportunity for storm TV to change lanes. Over the past year, AI has become the standard configuration for mainstream brand new products, and AI is gradually moving from high-end to popularization, enabling users to control TVs conveniently and quickly. The current layout of Storm is 'AI+ Two Screens' empowers the R&D, user platform resources, all team capabilities, branding, etc. to the home Internet, doing AI TV. At present, the AI services provided by Storm TV are mainly divided into two parts, one is voice interaction. System, far-field and near-field, intelligent video processing to the entire service presentation; the other is a recommendation engine based on machine learning, that is, information flow.
Ovid Cloud expects to benefit from consumer upgrades, product upgrades, panel prices, and new retail channel changes. In 2018, China's color TV market will recover, with sales expected to increase by 3.1% to 48.98 million units; sales will reach 159.7 billion yuan, The year-on-year decrease was 2.1%; the sales area will reach 34.54 million square meters, up 9.4% year-on-year.
6. Apple is developing micro LED panel
Sina Technology News Beijing time on April 3 evening news, Taiwan senior researcher Digitimes Research Luke Lin (Luke Lin) quoted the source of the upstream supply chain today said that Apple (hereinafter referred to as 'Apple') is developing Micro LED display panel.
Luke Lin said that Apple also developed micro LED display panels for small-sized devices and large-size devices. Among them, the small-size micro LED display panels are based on silicon backplanes and are jointly developed by Apple and TSMC for Apple Watch and augmented reality ( AR) Wearable devices.
Among them, the micro LED panel size for future Apple Watch smart watches is 1.3 inches to 1.4 inches, while the micro LED panel size for AR wearable devices (possibly AR glasses) is 0.7 inches to 0.8 inches.
In addition, Apple is still developing large-size micro LED panels based on TFT backplanes, mainly for large-scale devices, and even larger than the MacBook's screen size.
Luke Lin also said that the micro-LED panel of the Apple Watch smart watch is expected to be produced in the second half of the year or 2019. Large-sized micro-LED panels are expected to be produced in volume in 2019 or later, while the micro-sized LED for AR wearable devices. LED panel production time has not been determined.
Luke Lin believes that the initial micro LED panel will only be used in high-end Apple Watch smart watches, not all models. Luke Lin expects, compared with Apple Watch's current use of OLED panels, micro LED panel costs To be 400% to 600% higher.
Luke Lin’s news from the upstream supply chain vendors was consistent with an earlier report by Bloomberg. The report quoted insiders as saying that Apple had a secret near the company’s California headquarters. Manufacturing plant, which is currently producing micro LED screens on a small scale, mainly for testing purposes.
According to industry sources, the purpose of Apple's move is obvious, mainly to reduce the dependence on Samsung's screen. At present, Apple's electronic products mainly use Samsung's screen. In order to be able to control their products to a greater extent, Apple has continued in recent years. Invest in new areas to reduce dependence on parts manufacturers. (Li Ming) Sina Technology