1. Hon Hai US panel plant is expected to officially start construction 4/30;
Set micro-network news, Hon Hai, US panel plant in Wisconsin finally has a new progress, foreign reports, Hon Hai has held a ground-breaking ceremony in April 26th, is expected to officially start construction on the 30th plant, in line with Hon Hai chairman Terry Gou The progress schedule released on the end teeth.
According to The Journal Times, a Wisconsin media report, the Hon Hai panel factory has completed its ground-breaking ceremony and is about to begin construction.
Terry Gou said on Hon Hai's tail tooth that the ground-breaking time of the panel plant in Wisconsin of the United States is, of course, as fast as possible. It is currently estimated that the ground will be officially opened at the end of April.
The investment activities of Hon Hai's panel plant in Wisconsin were officially launched at the end of 2017. The first batch of funds of 60 million US dollars was already exported in the middle or late December of last year. The construction of the 1st wave surrounding the project was also started in January this year.
Terry Gou announced that he will invest US$10 billion in the United States in the next four years. The first step is to build the world’s most advanced liquid crystal display (LCD) panel plant in Wisconsin, which is expected to create 3,000 new job opportunities for the state and opportunities On the scale of 13,000 people.
2. Following TSMC Samsung also stated that Apple needs to slow down the OLED screen;
According to a report by the Global Internet Technology Group, according to the British "Daily Mail" on April 26th, Apple's iPhone X mobile phone sales status is worrying. Following the statement issued by TSMC, its OLED screen supplier Samsung said that Apple's high-end smart phones Demand for OLED screens is stagnant.
Previously, TSMC, Apple's largest supplier, has publicly stated that the poor sales of the iPhone X are worrying. Recently, Apple’s flagship smartphone’s exclusive OLED screen supplier, the Korean technology giant Samsung, also made public statements in Apple’s latest quarter. In the earnings report, the soft OLED screen demand was weak, suggesting that iPhone X's sales are not ideal.
Samsung also produced OLED screens for its smartphones, claiming that there will be no improvement until the second half of 2018, and Apple is generally launching new iPhones in the second half of the year. Samsung stated in a statement: As the display panel market is weak As the profitability of the mobile phone market declines and the competition in the high-end market intensifies, the overall profit growth of the company will face challenges. In the second half of 2018, the OLED panel of the smart phone industry is expected to rebound in demand, especially the demand for flexible panels in the high-end market will remain strong.
Apple's five major parts assemblers all said that revenue in the first quarter of 2018 reported a drop in revenue. Affected companies include Taiwan’s Hon Hai Technology Group, also known as Foxconn Technology Group, which is the world’s largest manufacturer of electronic product contracts. Outside Foxconn Technology Group, the other four suppliers are: Heshuo United Technologies Co., Ltd., Wistron Group, Quanta Computer and Compal Computer. The top five suppliers all stated that the total sales in the first quarter of this year increased by 8 %. But this growth fell sharply at the end of the quarter, and many industry experts blamed it for the drastic reduction in sales of the iPhone X. In January of this year, the headquarters of Apple Inc. in Cupertino, Calif. will be three years before 2018. Monthly output of iPhone X is halved to about 20 million units.
Related experts have engaged in fierce discussions on the factors that have caused the sluggish demand for iPhone X. Some people think that iPhone X is too high for many mobile phone users, while another view believes that the mobile phone lacks interesting features and characteristics and fails to attract Consumer groups, of course, have also claimed that the high selling price of the iPhone X deterred many consumers.
The iPhone X's iconic OLED screen installation costs much more than the LCD screen, which may also be a factor in its high price. Many Apple's component manufacturers anticipate that when Apple released a new mobile phone in the second half of 2018, the mobile phone Demand will rebound, because the old iPhone will cut prices after the new release.
According to a Bloomberg limited partnership, at present, Apple will release two smartphones with OLED screens in the second half of this year. One is the iPhone X upgrade, and the other is the iPhone X Plus. : Li Zongze)
3. Anhui successfully produced ultra-thin 0.12 mm electronic touch glass, which is the thinnest in the world;
The newspaper Hefei, April 26th (Reporter Sun Zhen) The reporter learned from the China Building Materials Glass Institute recently that: 0.12mm ultra-thin electronic touch glass of Suizhong Building Materials Information Display Co., Ltd. has successfully made a debut, following 0.15mm, once again Created the world's thinnest glass record of industrial production of float technology.
According to reports, such thin glass-like flaps not only have high light transmittance, but also have good toughness and are not broken when they are bent into a ring. In recent years, electronic products such as smartphones and tablet PCs have gradually become lighter and thinner. The development of high performance, and the realization of light and thin, improve light transmittance, improve the user experience and other tasks mainly by the touch panel and display panel to play, as the key raw material products upstream of the panel - ultra-thin glass substrate, it is necessary to use super Thin glass to produce.
Before 2013, ultra-thin and ultra-thin glass below 1.1mm was used. Technology and products have been monopolized by foreign countries, and all ultra-thin electronic glass is imported. From 2013, Sinosteel Building Materials Information Display Materials Co., Ltd. relies on China Building Materials Glass Glass Industry. The technical support of the Institute of Design and Research has fully focused on ultrathin glass. Within 10 months, it successfully completed the full range of ultra-thin float glass electronic glass from 0.3mm to 1.1mm, and created the same series of ultra-thin float glass electronic glass production lines under the domestic and international market. New record of line speed. Since then, in 2014, 2015, 2016, each year a step from 0.3mm to 0.2mm, then to 0.15mm, continuously breaking the thinnest record of ultra-thin float glass. People's Daily
4. Land grab a single Taiwan TV factory OEM shipments in the first quarter of the Great Depression;
According to Luo Huilong, an analyst at DIGITIMES Research, the Taiwan TV foundry’s first quarter shipment declined by 33.8%, which is the largest recession in the first quarter of the year. In addition to the poor sales of brand customers and high inventory, the mainland China’s single-picking is also an important reason. .
Luo Huilong said that in the case of Vizio, a well-known TV brand in North America, sales were not ideal in the first quarter, and inventory was high. In addition to Taiwan’s foundries TPV, Hon Hai, Rui Xuan, and Wistron, they also found the Chinese mainland’s BOE. OEM, ordering Taiwan factory orders.
He pointed out that BOE Group has a panel factory and a TV assembly plant. When the panel is out of stock, TV brands buy panels from BOE that are fully available, but the TV assembly plant of BOE Group also grabs TV OEM orders and directly influences. Is Taiwan's TV factory.
According to DIGITIMES Research, the OEM shipments of LCD TVs for Taiwanese OEMs were approximately 6.6 million units in the first quarter, down 33.8% from the fourth quarter of last year. In the first quarter, which experienced the steepest recession, shipments to the North American market declined significantly.
Luo Huilong expects that in the second quarter of 2018, Taiwanese plant LCD TV shipments will increase slightly, and the quarterly growth rate is expected to be better than the same period in 2017, but shipments are still not as good as in Q2 2017.
He explained that although the Asian market including mainland China was the largest shipment area for Taiwan's TV foundries, Taiwanese land brand customers did not perform satisfactorily in the first quarter. Apart from millet stability, they included LeTV, storms, and micro-whales. Internet TV companies have little help with the shipment of Taiwanese factories to the mainland China market. Taiwan TV OEMs have a high proportion of shipments to Asian markets, mainly from TPV's shipments to its own brands, and Hon Hai’s shipments to Sharp. Central News Agency
5. High-end TV market OLED accounted for over 50% of the first
Throughout 2017, OLED (Organic Light Emitting Diode) TVs accounted for the first time in the high-end market over liquid crystal. Recently, the British market research company IHS Markit data shows that in the whole year of 2017, in the high-end TV market of over $2,500, the OLED TV market accounted for It reached 51.3%, surpassing the market share of LCD (abbreviated as LCD) for the first time.
The penetration rate of OLEDs has risen rapidly. TV manufacturers have accelerated the introduction of new OLED TVs. However, the large-size OLED panel has a severe shortage of production capacity and cannot meet supply.
IHS Markit data shows that the market share of OLED TVs was only 15.5% in 2015 and increased to 35% in 2016. IHS expects that in the high-end market, OLED TVs will continue to maintain a high-speed growth trend. In 2018, OLED TVs were used in high-end TVs of 2,500 USD. The market share will rise to 70.7%, becoming the mainstream product in the high-end market.