1. Visionox unveiled the first Digital China Construction Summit to release new products with flexible screens;
On April 22th, Microelectronics reported that on April 22, the first Digital China Construction Summit was opened in Fuzhou, Fujian Province, with the theme of “informatization-driven modernization, and accelerating the construction of digital China.” The global new display industry representative company Visionox was invited to participate in the conference. The conference demonstrated the important technical breakthroughs and industrialization results of flexible display in promoting the construction of China's information industry, and communicated to the industry the 'mastery of core competence in technology' and the mission of the new display industry in the process of digital China's construction. Responsibility for the development of unbounded industry integration.
Dr. Zhang Deqiang, President of Visoxon, said that after 22 years of dedicated efforts, Visionox has led the formulation of OLED international standards and achieved continuous technological innovation breakthroughs in the global OLED field, which has won international discourse rights for China’s new display manufacturing industry. We are committed to collaborative development with partners in the Internet, Internet of Things, Big Data, cloud computing, artificial intelligence, and intelligent manufacturing. We will open up industry boundaries, collaborate on innovation, and help the digital economy enter a fast-track channel to build a digital powerhouse.
In the Digital China Construction Achievement Exhibition, Visionox released 'The world's first flexible display smart cup' and '6.2 inch QHD Notch flexible AMOLED full screen', and demonstrated 'a breakthrough in flexible AMOLED technology', 'Flexible AMOLED' The leading-edge solutions', 'Flexible AMOLED innovation cross-border terminal', 'Flexible AMOLED industrialization process' and other achievements have fully demonstrated to the industry that the display terminal as the most important port of intelligent interaction will lead the relevant industries in the era of digital economy. New technology and application changes.
Visionox Announces the World's First Flexible Display Smart Cup
In the digital era, the concept of ecology has undergone tremendous changes. In the smart age, everything has to be interconnected and 'unbounded' has become the way of future development. In order to expand the terminal applications of flexible display in the future wisdom ecology, Visoxone takes the lead in introducing multiple flexible innovation spans. After the end product, followed by a flexible e-book, a flexible display smart speaker, a flexible display smart jewelry box, and a flexible display smart wearable mobile phone, Visionox launched the 'Flexible Display Smart Water Cup'. Unlike the ordinary water cup, it can achieve Interactive display, including time, water temperature, weather, drinking reminder and other information, the user can also match different display content according to preferences, have a personalized 'display cup', and through the integration of artificial intelligence, big data and other technologies, such Intelligent cups can also become more 'identity' in the future, interacting with people in all directions, and making the magic of the digital age technology appear.
Visionox Announces New 6.2-inch QHD Notch Flexible AMOLED Screen
In 2017, full screen became the new trend in the smart phone market. With the release of flagship models such as Apple X, Oppo, Vivo, etc., Notch products became the new trend of full-screen products. Facing the blowout market demand, this digital China construction The summit, Visionox announced the '6.2 inch QHD Notch flexible AMOLED full screen' product. This product enables the 'soft' product to be slotted, solving the problem of screen headspace while the double-curved edge further expands the screen share, resolution Up to 2K shows more fine picture quality, overall product solutions have reached the industry leading level.
The world today is undergoing the most rapid, extensive, and profound changes in history. The high and new technologies represented by information technology are advancing by leaps and bounds. Under the background of big data era, various technologies and companies are facing the need for digital transformation.
Wechaoxno showcases a 3.35-inch flexible display smart wearable phone
At the recent Boao Forum for Asia, Dr. Weixinnuo Zhang Deqiang proposed the idea of “unbounded industry integration to promote a new round of technological revolution.” The new round of technological revolution has the characteristics of digitization, intelligence, networking, etc. The important thing is visualization. The display as the interface of information transfer and human-computer interaction experiences will play an indispensable role in the era of big data and internet of things. Among them, OLED display technology, especially flexible display technology, is a new generation of display technology. It will promote the reform of multiple technologies and better implement the establishment of different scenarios in the application of new technologies such as artificial intelligence and mobile Internet. The technological development in the age of information will also promote a complete upgrade of the display of functions and experiences to bring the display. Major industrial opportunities, the two complement each other, so as to further promote the efficient integration of industries, and promote the rapid development of China's digital economy.
Through the platform of the Digital China Construction Summit, with a firmer sense of trust and mission to the innovative companies represented by Visionox, Visionox will continue to play its core competitiveness of independent technological innovation and contribute value to the construction of Digital China.
2. Foreign media: Apple is looking for a new OLED screen supplier for the iPhone;
April 22 news, According to foreign media reports, Apple hopes LG Display will become its second high-end iPhone OLED (organic light-emitting diode) screen supplier to reduce dependence on Samsung Electronics. However, informed sources, LG Display manufacturing These screens have encountered difficulties. Apple's efforts have met obstacles.
Informed sources said that LG Display (LG Display) is working hard to increase the output of OLED screens and hopes to provide OLED screens for iPhones released this year. However, manufacturing issues have caused LG to lag behind many suppliers before they started mass production of iPhone parts. Table, mass production usually starts around July.
LG Display's manufacturing process can only produce larger OLED panels, while Apple needs smaller displays. In addition, Apple also asked LG Display to conduct a third round of prototype production of OLED displays that may be equipped with the iPhone. Foreign media said this It is extraordinary for accessory manufacturers.
Informed sources said that Apple has internal differences in whether LG Display can become the second supplier of OLED display.
Compared with liquid crystal displays (LCDs), OLEDs are usually thinner, more flexible, and more colorful. Apple's iPhone X phone uses an OLED screen.
In January this year, foreign media reported that LG Display will supply OLED panels for over 15 million new iPhones. The company is building a production line of small-size flexible OLED screens and will begin mass production in the second half of this year.
Samsung currently dominates the small-size OLED panel market and is the sole supplier of OLED panels for Apple’s high-end iPhone. TechWeb
3.2018 flexible AMOLED mobile phone panel trend analysis;
At the 2018 China Taiwan Display Industry Symposium, IHS Markit Research Director Xie Qinyi analyzed that this year's trend of flexible AMOLED mobile phone panels pointed out that the penetration rate of OLED mobile phone panels has been reduced to below 30%, in addition to Apple’s review of new iPhones using OLEDs and LCDs. In contrast, only two mobile phone brands in mainland China, including Huawei, OPPO, Vivo, and millet continued to adopt LTPS panels this year, so the original penetration rate was reduced.
Xie Qinyi said that as long as it does not bend or fold, the LCD can also be used to obtain flexible AMOLED functionality. In addition to LTPS, even the very old a-Si can now be profiled (bangs), with a full screen. C-cut, etc., LCD panels can be done, taking into account the price issue, so that China's mainland mobile phone brands adopt AMOLED attitude conservative.
He said that in view of the global top 20 mobile phone plant production plans, the attitude towards adopting flexible AMOLED panels is quite conservative. Besides Samsung, Apple, and mainland China, only two mobile phone brands are adopted. As for the major smart phone brands, including Huawei, OPPO, Vivo and Xiaomi, this year's new machine still tends to use LTPS panels, not replaced by AMOLED panels.
Apple also revisited the proportion of new iPhones used in this year's iPhone. In addition, Samsung Galaxy S9 continues to use flexible AMOLED panels. The willingness of mobile phone makers has not improved. This year, the penetration rate of mobile phones using flexible AMOLED panels has been revised. The estimated 40% will be revised to less than 30%, and Xie Qinyi expects that the price of flexible AMOLED panels will be significantly revised in the second half of the year.
Xie Qinyi emphasized that the promotion of flexible AMOLED mobile phone panels depends on the price, because in contrast, color, thickness, AMOLED is still stronger than LCD, but the appearance of the original was stronger than the LCD replaced.
Xie Qinyi said that OLED accounted for the downward revision of mobile phone panel penetration rate. Mobile phone brands found that the cost of flexible AMOLED panels was so high. Instead, they continued to use LTPS. On mobile phone panels, LTPS is currently very tight, but prices are still falling. Estimated this year as a whole, LTPS can account for more than 30% of mobile phones.
4. South Korea's investment in OLED stagnation Japan's Canon Tokki vapor deposition machines have all been sold to mainland China;
Since Samsung Display and LG Display (LGD) may not invest in small and medium-sized OLED devices in 2018, it is rumored that Canon Tokki's production equipment will be sold to the Chinese mainland market. Canon Tokki will exclusively produce small and medium-sized products. The key equipment of the size OLED process, it is inferred that the display investment in 2018 will be dominated by the mainland industry.
According to Korean media ET News, the organic material evaporation machine produced by Canon Tokki in Japan will be sold in full to China in 2018. Although Japanese display (JDI) also intends to invest in small and medium size OLED panels, there is no clear investment plan in 2018 so that Continental panel industry has become the protagonist of small and medium sized OLED device investment.
According to industry sources, Canon Tokki plans to ship 11 organic vapor deposition machines in 2018. One of them will be delivered to LGD in early 2018, which will be the third phase of the LGD E6 production line.
Originally, LGD intends to postpone the investment time. However, LGD and Canon Tokki failed to negotiate due to issues such as machine manufacturing schedules and liquidated damages. Finally, LGD completed the procurement according to the original plan. However, in addition to the evaporation machine, the purchase of other machines was comprehensive. time out.
LGD's cooperating vendors stated that they had previously co-ordinated shipping time with LGD and suddenly received notification that the purchase plan had been temporarily suspended. There is no further instructions. The global smart phone panel market has recently fallen into recession, and panel makers have developed many markets. Take a wait-and-see attitude.
Samsung Display may make a small part of equipment investment in the new plant A5 by the end of 2018, but so far no mention has been made of the investment planning of key equipment. Therefore, it is considered that the Samsung Display does not have a good opportunity for other new investment. Because Samsung Display will produce L7- 1 After the line was converted to OLED production line (A4), no official mass production date was confirmed so far; the production rate of A3 production line was also lower than 50%. Trying to increase the production rate of existing production line is the primary issue.
The industry predicts that Japanese monitors may invest in 6th generation OLED production lines by the end of 2018. However, the recent poor performance of Japanese displays has led to the decision to prioritize limited resources for small and medium size LCD businesses, and to reduce the possibility of implementing small and medium sized OLED investments.
According to the South Korean industry, Samsung Display is a major customer of Canon Tokki. It should be certain that there will be sufficient quantities of vapor deposition machines in the future to obtain sufficient quantities, and decided to pay attention to the market conditions for the time being.
The market adjustment agency Display Supply Chain Consultants predicts that the total investment in global display equipment in 2018 will be approximately 21 billion U.S. dollars, including 18.9 billion U.S. dollars (88%) from mainland China. DIGITIMES
The panel price decline in 5.4 month did not converge.
Panel prices continued to decline, said Qiu Yubin, vice president of WitsView Research. Panel prices have been falling for nine consecutive months. The April decline has not shown signs of convergence. In particular, the decline in the 32-inch TV panel has increased compared to March, and the rate of decline has also increased. China's impact on 301 may become a new variable in the second quarter. Although it is expected that the bottom is not far, it is difficult to fully stop falling in the second quarter.
Qiu Yubin said that in the various TV panels of various sizes, the 32-inch decline in the number of TV panels in April has not decreased, but has dropped by about 2-3 US dollars, which will benefit from the needs of the World Cup, but it takes about one and a half months to prepare for European manufacturers. In the second quarter, although the demand for 32% increased, but the decline increased.
The drop of 65 percent is also relatively large, falling by about 10-15 U.S. dollars. In other parts of the price range, 43 U.S. fell by about 3-4 U.S. dollars, 49 U.S., 50 U.S. fell by about 2-4 U.S. dollars, 55 U.S. dollars fell by 2-3 U.S. dollars; Qiu Yubin pointed out that the impact of the US 301 list is worth observing.
He said that due to the fact that it will not be finalized until May-June, which will cause television brands in North America to wait and see, if TV's inclusion of shipments and other strategies will change, it will also affect the panel; in April, the TV panel fell but did not converge. , It is estimated that the situation in May is similar to that in April. It is difficult to fully stop falling in the second quarter.
6. Hebei's four major actions to enhance the competitiveness of the new display industry
Four actions to improve the competitiveness of new display industries
Recently, the “Dazhi Moving Cloud” Development Leading Group Office of the Province issued and issued the “Three-year Action Plan for the Innovation and Development of the New Display Industry in Hebei Province (2018-2020)”. It is proposed that by 2020, the scale of the new display industry will continue to expand, and the main business revenue will be striving. Break through 100 billion yuan, the company's revenue exceeded 10 billion yuan to 4 companies.
The province will focus on promoting the development of new display industries, organize four major actions, build four new display industrial bases (parks), improve the industrial chain, build a number of innovation platforms, develop a number of key core technologies, and implement a number of major projects. , Improve industrial competitiveness.
Organize and implement industrial agglomeration development activities. In Xiong'an New District, Jingnan·Gu'an High-tech Industrial Development Zone, Baoding Hi-tech Industrial Development Zone, and Shijiazhuang High-tech Industrial Development Zone, rationally deploy core technology R&D, upstream basic materials, and midstream supporting devices. , Downstream display terminals, implementation of technology, products and key equipment, and other breakthroughs to promote the industry to accelerate the aggregation and scale expansion. Support for a new type of display technology research and development institutions based on conditions, set up R & D center in Xiong'an New District, new display manufacturers to Langfang, Baoding, and Shijiazhuang gathered in the front line to form a development pattern with reasonable layout, coordinated support and step-by-step progress, and accelerated the construction of regional industrial clusters with strong competitiveness.
Organize the implementation of the industrial chain extension and upgrade action. Implement the upstream basic material consolidation and upgrading project ('Solid' project) to further enhance the basic material technology of monochrome liquid crystal materials, liquid crystal glass substrates, etc., and consolidate the liquid crystal display materials and domestic advantages of glass substrates. Implement display panel nurturing and expansion project ('strong screen' project), upgrade the existing small and medium-sized panel quality technology level, and strengthen the panel industry. Display terminal machine introduction development project ('build end' project) to achieve cluster development.
Organize and implement technological innovation upgrades. Implement innovative capacity enhancement projects, speed up the construction of new flat panel display glass technology and equipment national engineering laboratories, construction of national photosensitive materials engineering and technology research center, overcome key technologies such as glass substrate equipment and optoelectronic display film materials, and promote products Localization process. Integrate industry advantages and innovation resources to promote the conversion of innovation achievements. Break through a number of key core technologies, develop large-scale flexible display technologies, new colloids, comprehensive screen technology, automatic high-cleanliness mask cleaning machines and other equipment and technologies Research and development. Strengthen cutting-edge technology research and accelerate the development of new display technologies such as 3D, laser, flexible, quantum dots, holography, and printing.
Organizations shall implement deepening and opening cooperation and cooperation. Strengthen strategic investment cooperation, encourage the province's new display leading enterprises to join the upstream and downstream enterprises in the province's industrial chain, scientific research institutions and domestic and foreign advanced enterprises, research institutes to carry out various forms of cooperation, and carry out collaborative research and development. Tackling the challenges. Promoting the precise interconnection of industries, actively organizing new types of upstream and downstream enterprises in the province, scientific research institutes, colleges and universities, investment and financing institutions to participate in precision docking activities, and crack the financing difficulties of industrial development. Hebei Daily