Apple plans to launch three full-screen iPhones at one go in 2018. Two of OLED's products are aimed at the high-end market, so another LCD version of the iPhone X is dubbed the 'cheap version'.
Now the news about this iPhone came again: This 6.1-inch iPhone X will not be able to use In-Cell or On-Cell fit screens, but only use external touch panels (that is, non-full-fit).
Today's sources stated that 6.1-inch LCDs have a large number of pixels because of their large size. Therefore, if the touch panel adopts an in-cell (In-Cell) or an on-cell design, the pixels cannot meet the requirements. Therefore, Apple Only the external touch panel can be selected, which means that the iPhone X panel technology will be OGS, GFF or GG.
As a result of this change, suppliers such as Yu Hong and Yee Shing will benefit from external touch panels. The two companies are now providing 3D touch sensing and fitting services for Apple, so if you want to open the business of external touch panels宸, 宸鸿, 业成you need to change the existing production line, must be completed before the second quarter of the new production line, in order to be able to demand for new products in the second half.
But so far, Apple does not have any action on the touch panel.
Some friends may not understand In-Cell, On-Cell, and external touch panels. In-Cell integrates the touch panel and the display so that the thickness is smaller. The display can be directly attached to the protective glass. , The display effect is better, the thickness of the entire panel is also thinner.
On-Cell is not directly integrated, and the touch and display parts are still independent, but the touch panel is embedded in the display screen, so although there is no In-Cell so thin, but the display effect is consistent.
Starting from the iPhone 5, Apple has used In-Cell technology on all iPhones, but people do not have to worry about the use of external touch panels will lead to reduced display, iPad Pro and other products are used GFF external touchpad. Fast Technology
2.BOE A: The sixth-generation flexible AMOLED production line in Mianyang is expected to start production in 2019
BOE A stated on the interactive platform that from an industry point of view, due to the gradual improvement of industry technology and improvement of product performance, the cyclical weakening of the semiconductor display industry. The first quarter is the traditional off-season, and the industry is expected to bottom out in the second quarter. It also said that the company's sixth-generation flexible AMOLED production line is expected to be put into production in 2019. Securities Times
3. Tianma: LTPS ranked first, hugging the times of the IOT
Since 1998, China has begun to try to produce its own panels. By 2018, 2018, China's panel industry has gradually upgraded from a fringe industry to a production-scale one. Especially during this decade from 2008 to 2018, With the support of capital and technology, China's panel industry ushered in an unprecedented new situation. With the next generation of display technology intensified, the panel industry will go in the future? For this purpose, Zhongguancun : Demystifying the Road to Global Counterstrike Made in China.
And for the panel industry in China, which has the most say, of course, these professionals engaged in the industry for many years. To this end, we also specially interviewed the leaders of well-known panel companies at home and abroad, let them talk about the Chinese panel and the world panel The view of enterprise development. As the world's largest LTPS panel maker, Tianma Microelectronics Co., Ltd. views the current panel market. For this purpose, we specifically interviewed Mr. Zhu Yanlin, vice president of Tianma Microelectronics.
Tianma Interview: Driving Technology and Market to Panel Industry
International Market: Japan still has a stronger right to speak Korean layout is more perfect
Judging from the current status of the panel industry in Japan, it is undoubtedly on the decline. The reason is that the rise of the panel industry in China and South Korea has caused an impact on Japanese industries; on the other hand, the Japanese companies’ own technology research and development process is not as expected, and product upgrading is occurring. Slowly, it can't keep up with the speed of iterative products in the current consumer market. It is undeniable that Japan still has a strong say in the layout of core raw materials and key equipment in the upper reaches of the industry chain.
In addition, although the rise of China has also brought about a certain degree of impact on South Korea, it is obviously less powerful than Japan. South Korea has a lot of intellectual property or patents in hand and the layout is relatively complete, and South Korea is still gradually adjusting its industrial structure, optimizing and upgrading. More stable. Based on its leading layout and continuous investment in the new generation of display technology - AMOLED, at present, Korean display panel manufacturers have absolute leading edge in the AMOLED panel market.
Chinese panel companies have rapidly risen due to national policies, scale of production capacity, and a sense of national mission of talents. The development has been rapid. At the same time, policy support has been further increased, capital investment has increased simultaneously, technology research and development has accelerated, and products have been continuously The gap between the update and Korean companies is gradually narrowing. Therefore, for a long period of time, Korean companies and Chinese panel companies will maintain fierce competition.
China Market: Policies and Markets Are Important Elements of the Panel Industry's Rise
China has become the world’s largest consumer electronics market, integrating research, production, and sales. The industrial chain has gradually improved and led to the consumption of panel production. In addition, benefiting from the shift in the global panel industry, China has gradually become a focus of the panel industry. Market, capital, manpower, cost, geographic, and other advantages gathered to significantly promote the development of China's panel industry.
The display panel industry is a strategic industry supporting the sustainable development of China's information industry. To break the situation in which China’s panel industry is controlled by people, the Chinese government actively encourages the development of the domestic panel industry. Various levels of governments have also formulated numerous special support policies and financial support for this purpose. It has created a relaxed development environment for the display panel industry. Panel makers have actively established panel production lines, introduced technologies, equipment, and talents to focus on development, which has significantly promoted the pace of localization of panels. At the same time, the huge market is also an advantage of China's panel industry.
Tianma strategic direction: will continue to focus on small and medium size display areas
According to the data released by the market-regulation agency IHS Markit on January 25, 2018, Tianma ranked second in the global LTPS market in the second quarter of 2017, and surpassed foreign manufacturers in the fourth quarter of 2017 to reach the global LTPS market. The first one.
In the future, the company will continue to focus on small and medium-sized display areas and seize market opportunities. To this end, the company has formulated a three-phase development strategy. In the first phase, it has been cultivating its core business, ranking first in the target market, leading the mass production technology and continuing profitability. Capacity first is the goal; in the second phase, while maintaining the core business advantages, new business is developed. From the focus of manufacturing and products to the focus on technology and services, the development of flexible display technologies is strengthened, and customized displays are provided. Solutions; Phase 3, Creating Future Business Opportunities, Focusing on Design and Platform, Providing Man-Machine Interaction Integration Solutions for Customers in Various Industries. To Accelerate the Three-Stage Development Strategy in Accordance with the Strategic Goals of the World's Leading Innovative Technology Companies The company will carry out a full range of layout and upgrades in terms of advanced production capacity, advanced technology, and new types of displays.
Advanced production line capacity, advanced technology, new display layout
Tianma will focus on the consumer products market represented by smart and tablet PCs and professional display fields represented by automotive, medical, POS, HMI, etc., and quickly deploy smart homes, smart wear, AR/VR, drones and other emerging markets. To accelerate the advancement of the strategic goals of innovative, technology-leading companies that provide display solutions and rapid service support across the globe.
In the consumer product display market, the company will continue to strengthen its in-depth cooperation with major domestic and foreign customers, keep up with mainstream customers in the industry, actively enter the high-end product lines of customers, support customers in launching and launching new products, and actively develop and maintain Tianma. Leading edge in technology and production capacity, to promote the continued growth of mid-to-high end market share.
In the professional display market, Tianma has established comparative advantages and barriers to competition and will focus on the rapid growth of the automotive market. It will also consolidate the leading advantages in the fields of industrial control, medical care, aviation, and navigation, actively grasp the development trend of the downstream application market, and actively invest resources. Constantly increase global market share.
In emerging markets, Tianma will focus on intelligent manufacturing, smart cities, Internet of things, Internet+developing smart homes, smart wearables, AR/VR in new application areas, and unmanned aerial vehicles. Active identification and development New markets, and do the industry leader.
Based on the strategic position of the industrial chain
In the past ten years, the panel industry in Mainland China has maintained rapid growth. In the large-size display area, TV is the main growth area; in the small- and medium-sized areas, smart phones are the main battlefield for upstream and downstream manufacturers of panels. With 5G, smart manufacturing, intelligence The rise of the city, the Internet of Things, and the Internet+, the future domestic panel industry will usher in more room for development.
In the process of development, the domestic panel industry still faces shortcomings in the development of key materials and core equipment. The technology still needs continuous breakthroughs, and the industrial chain needs to be improved. At the same time, the industrial structure is also in urgent need of transformation. From a manufacturing powerhouse to a manufacturing powerhouse, we must upgrade our country. The international status of the panel industry.
Shen Tianma has a strategic position in the industry chain, will continue to enhance its technological innovation capabilities, link upstream and downstream industries, and actively participate in the establishment of an efficient collaborative display panel industry with upstream materials and equipment supporting systems, and will drive innovation in the downstream terminal market. Development, promote the improvement of the new display industry chain and the improvement of localization, provide customers with integrated display solutions and rapid service support.
The future display industry has more room for innovation and imagination
'Overcapacity' is a judgment given from existing market segments and applications. Based on the rapid development of 5G, smart manufacturing, internet of things, internet+, etc., the application of terminal products will be further opened, and future displays will have more With the space for innovation and imagination, we believe that various technologies based on their characteristics can find their own direction for future development.
For example, the industrial application of a-si technology is very mature. The company continues to innovate according to the market, customer needs, high-resolution, low-power, light-weight and high optical characteristics of finished products far exceeds similar products. The company strategically reduced the application of a-Si to smart phones, continuously increased the resources of a-si to professionally display this distinctive and rapidly growing field, established comparative advantages and competition barriers, and focused on the rapidity of the automotive market. Grow, consolidate the leading advantages in the areas of industrial control, medical care, aviation, and navigation, and actively invest resources to continuously increase the global market share, and make the display market bigger and stronger.
In terms of new display technologies, customers have strong demand for their high-end display products. In the LTPS LCD panel field, demand for high-end smart phones remains high, while Tianma focuses on branded customers, adheres to mid-to-high end product strategies, and numerous domestic and foreign brands Large customers have established a deep win-win cooperation relationship. Therefore, Tianma’s LTPS LCD maintains full-scale sales.
In addition, LTPS, as the mainstream driver for AMOLED, is well-established to master LTPS in order to provide better support for AMOLED. Tianma has deployed on flexible OLEDs for many years. Its 5.5-generation AMOLED production line was the first supplier in the country to brand suppliers. On behalf of the AMOLED production line, it is the first domestic lighting of a flexible AMOLED display, and flexible AMOLED is also expected to be in heavy volume. Of course, from the perspective of short-term supply capability, it takes a certain amount of time for the new display technology to be released, and it is expected that shipments in the short term will still be difficult to match. Rapidly growing demand.
Everyone thinks that 'overcapacity' is judged from existing market segments and applications. Based on the rapid development of 5G, smart manufacturing, internet of things, and internet+, the application of terminal products will be further opened, and future displays will also be opened. There is more room for innovation and imagination. We believe that various technologies based on their characteristics can find their own direction for future development.
As a representative of the national competitiveness of China's display sector, Tianma is driven by technology and market. After more than 30 years of accumulation and development, Tianma has become an important builder of the new global display panel system and continuously strengthens the display panel in the global competition. The market position. Tianma hopes to work together with other panel manufacturers to continue to make unremitting efforts to actively promote the development of the industry chain, and to contribute to the leap in the development of China's display industry from a manufacturing power to a manufacturing powerhouse! ZOL Zhongguancun Online
4. Total Investment of 24 Billion! Huike's 8.6-generation LCD panel project landed in Mianyang
On the morning of April 18th, the Mianyang Municipal People's Government and Huike Co., Ltd. held a signing ceremony in Chengdu. According to the agreement, Huike will invest in the construction of the 8.6th generation thin-film transistor liquid crystal display device production line in Licheng District, Mianyang City. The investment of the project is 24 billion yuan, covers an area of about 1000 acres, and the building area of the plant is about 720,000 square meters. It is understood that the production line mainly produces IPS LCD panels, and the products are applicable to small-size markets such as mobile phones, smart wear, and onboard vehicles. It is also suitable for large-size markets such as surface-rimless LCD TVs. The project will strive to start construction in the second quarter of 2018, and will be put into production in the third quarter of 2019.
The project officially settled in Mianyang, which will form an agglomeration effect with companies such as Changhong and BOE. It will attract a large number of well-known enterprises in the new display industry chain to settle in Mianyang, forming a new display industry cluster of 100 billion yuan.
It is understood that this project is another key project in Mianyang following the successful signing of a contracted investment of 46.5 billion yuan in the 6th generation of BOOLED's 6th generation AMOLED (flexible) production line project in 2016. The BOE project is a flexible panel, small size, for smart terminals. ; And Huike project, the product is a rigid panel, large size, available for televisions, monitors, also available for mobile phones and other intelligent terminals.
In fact, this is another major investment of Huike in recent years. On September 26, 2017, the 8.6th generation thin film transistor liquid crystal display device production line project of Zhuozhou Huike Optoelectronic Co., Ltd. was officially started construction, with a total investment of approximately 24 billion yuan. It has become the largest individual investment project in Luzhou City's history. It is reported that the Ganyin Huike 8.6th generation LCD panel project will adopt advanced A-silicon technologies and processes to produce 120,000 glass substrates per month. The main products are large-size high-end liquid crystals. Display module. After the production, the project will annually produce 10 million liquid crystal display modules with a production value of 22 billion yuan and an annual comprehensive tax of 1.64 billion yuan, which will effectively promote the construction of a smart home appliance clustering and development base in Zhangzhou.