Next year's display panel production capacity in China is expected to be number one!

Original title: Display panel production next year China is expected to become the first! Need to be vigilant and disorderly development lead to vicious competition

China is the largest producer of display panels in the world. According to the data from the Liquid Crystal Branch of the China Optics and Optoelectronics Industry Association, in 2017, LCD panels in China have ranked first in the world in terms of revenue and shipping area. Manufacturing big countries, how to change from a big country to a display power, to follow and run, and even to have the opportunity to lead in the future is now a crucial moment for a change. On April 10, hosted by the Ministry of Industry and Information Technology and Shenzhen Municipal People's Government, China Electronic Video Industry Association, China Electronic Equipment Co., Ltd. and Shenzhen Flat Panel Display Industry Association co-organized the '2018 China Display International Industry Conference' and disclosed various kinds of changes. The reporter learned that in the past year, China had multiple panels. The line was put into production or started construction, especially the 10.5/11 generation panel line and several 6th generation AMOLED production lines started construction, which will bring China closer and closer to the largest production area of ​​the display panel. In 2018, China will also have multiple lines. OLED panel line put into operation or expand production. It is estimated that the input cost of OLED can reach 30 billion to 50 billion US dollars in the next 3-5 years. BOE, Huaxing Optoelectronics, Wesano , Tianma and other manufacturers of flexible screens, full-screen, special-shaped screens and other products have also come out, domestic high-end screens progress rapidly. China's panel production capacity is expected to become the world's first in 2019. While the display panel continues to progress at the same time, China's upstream materials Including liquid crystal materials, masks, substrate glass, target materials, polarizers, etc., also accelerated the pace of construction, and continued to make breakthroughs, and shipments continued to grow. In the end market, with the intensified market competition, multi-technology advancement Product innovations are also emerging in an endless stream. Technologies such as quantum dot backlighting, 4K/8K TV, full screen, mobile phones with AI technology, and wearable devices incorporating VR/AR technology have emerged. The display industry in China has seen rapid development. Situation, but there are still three cruxes: First, the industry chain supporting capacity is weak. For example, the exposure machine used in TFT-LCD panels, the evaporation equipment used in AMOLED panel production, exposure equipment, etc. are almost dependent on imports. At present, China has built or is The 10.5-generation line glass substrate supporting facilities are all dependent on foreign manufacturers. Key materials and core equipment have become a constraint on China's new display industry. The bottleneck of the exhibition. The second is the urgent need to adjust the industrial structure. Despite the continuous increase in the proportion of mainland China's shipments of the panel, the added value of the products is still low. Third, the potential risks of blind investment. Welcome the opportunity to change China has always hoped to accelerate the panel The display industry has grown from big to strong, and now there are opportunities for change because of new trends. The era in which we are now is undergoing tremendous changes. He Gang, President of Huawei Mobile, believes that we need new human-computer interaction methods. It is the mouse and keyboard. The interactive mode in the mobile Internet era is screen+touch. In the era of IOT, human-computer interaction is natural speech interaction, natural gesture interaction, brainwave interaction and immersive interactive VR, AR, etc. Smart ports, which bring more possibilities to display industry changes. 'Because of the interconnectedness of everything, the omnipresence and smarter requirements, it poses even more challenges to ports. The past ports are just information displays, the ports of the Internet of Everything. The realization is human-computer interaction, requires more intelligent ports, display products as an integral part of the port, welcome New development opportunities. ' Liu Xiaodong, president of BOE Group, said. The IOT era means that ports are ubiquitous. According to statistics, the number of global ports in 2017 is 20 billion, and the number of ports in 2025 is 70 billion. The average number of ports added per minute is The number is 5,000. Such changes in demand and huge market, to provide a power and possibility for the display industry changes. 5G commercial is also a great opportunity for future changes. Peng Xuhui, vice president of Ma Microelectronics Group, said that 5G means the rate of network transmission Both the quality and the quality have been greatly improved, making the mobility of various IOT terminals possible, and the mobility has imposed higher requirements on the display's foldability and flexibility. In the automotive field, the high-speed development of smart driving has also led to a high-definition display. , Thin and light, Heterosexualization put forward higher requirements. The display screen is more and more imaginary in the future. Wesnowo executive vice president Yan Ruyuan believes that in the future we will enter the era of 'ubiquitous screen', the screen will be from simple information The output window becomes the key to realizing the interconnection of all things and redefining the relationship between people and things and things, not just serving life, but also changing the way of life. Development will become 'familiar' - 'surprise' - the direction of 'above imagination' is constantly evolving. The future of display will not only be what we see today but will also have more changes. The Future Display Creative Design Contest was held. There are many ideas beyond imagination, such as scroll-type notebook computers, vehicle transparent head-up display, etc. The ubiquitous display will present multiple features in the future, and the display will integrate multiple interactive functions. , Even including the display directly vocal. Changes in demand changes, will inevitably bring about changes in innovative ways. One-stop integrated innovation has become a trend. Star Technology Chairman Wang Xianyu said that next year, 5G will be commercial, 5G mobile phone trend is Large screens, curved surfaces, wireless charging, wireless charging, and 5G networks all require that the backplane not be able to use metal because metal will affect transmission. This means that front and back glass will become the mainstream of 5G mobile phones. It seems simple, but it is not easy to achieve. If you choose the structure and glass separately from different companies, the result is that the quality is difficult to control. The way is to integrate plastic, glass, metal, etc. in a factory to realize the integration of metal, plastic, and glass. In addition to mobile phones, notebooks, etc. to provide integrated integration solutions, Star Technology is currently working with auto companies such as Audi and Mercedes-Benz. Developed a touch display integration solution for Geely and other auto companies. Extending the industrial chain service has become a new choice. Liu Xiaodong, president of BOE Group, revealed that the company is transforming into a smart port and a professional service IoT company, targeting BOE's mainstream market, including mobile phones. , tablet, notebook, monitor, TV, take the strategy of continuously improving the market position; promote the application of the market segment for IOT, including industrial control, medical care, etc. At the same time develop the photoelectric, sensor, molecular antenna, fingerprint identification, Microfluidics and other technologies; in addition to providing more services for industrial chain extension, such as BOE’s recently launched digital art trading platform, and cooperation with the National Art Museum of China, etc., enabling users to enjoy museums at home through mobile phones. Seeing works of art. Cross-border integration brings new variables. Wesnowo executive vice president Yan Ruo Says, 'We now see a touch screen that combines the display and the keyboard. Fingerprinting under the screen is a fusion of the fingerprint chip and the display under the screen. Some companies propose new ideas for full-screen sound, and let sound components. Integrated in the display, the display speaks directly, and the next step will be bolder ideas such as the integration of the screen with the camera. ' As a company with a history of 350 years, the German company Merck now also hopes to cross the border, talking about the future With display technology and greater value creation, Li Junlong, general manager of Merck Optoelectronics (Shanghai) Co., Ltd. disclosed that they now hope to cooperate with the construction industry to convert the building's exterior window glass into panels to reduce energy consumption and meet the requirements of smart buildings. To do a forward-looking layout. In fact, if you want to make greater breakthroughs, you must do more layout in the basic subject area. Yan Ruyuan stated that if you want to achieve technology to lead the world, you need to lay out look-ahead technology. This is not an easy task. She uses OLED and LCD display as an example. The mass production cycle of these technologies is very long. The technical research phase takes 8 years. The pilot research phase takes 3-5 years. It takes 1-2 years to develop. If you want to be determined in the future, you must dare to sit on the bench. You must not only pay attention to engineering problems, industrialization issues, but also basic disciplines to achieve breakthroughs. In addition, The R&D system needs to create a funnel-type R&D system, from a variety of technologies to the search for the industry's explosion point to the final formation of production technology to create a funnel screening process. Establishing an open platform for collaborative innovation upstream and downstream. The Korean display industry has developed well, It is not just the backbone enterprises like Samsung and LG. Because there are a number of innovative companies around Samsung and LG that provide them with upstream raw materials, South Korea has been able to thrive in the flat panel display industry. Display panel companies should be open as intermediate vendors. The R&D platform will attract upstream raw material companies and downstream companies to conduct joint R&D, bring more technological breakthroughs together and create a better user experience. Chinese upstream and downstream companies should join together to sing a chorus. Vice Chairman of China Electronics Video Industry Association Bai Wei Min said that in recent years, the key golden period for the development of the color TV industry has been 3-5 years for us. The development is very important. The future display technology will continue to develop. We must join together to sing a chorus, including materials, panels, complete machines, programs, software, etc. Upstream and downstream, Liu Xiaodong also appeals that China is currently the world's largest display panel production. The base has rewritten the global industrial structure and competitive situation. However, disorderly development can easily lead to vicious competition and undermine the hard-won development results of the industry. Therefore, it is recommended that the industry should invest rationally, and the government authorities should promptly release relevant industry information and data. Establish an early warning mechanism for information to prevent investment overheating and miscalculations.

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