Many TV manufacturers believe that the outlook for the TV market is still bright and it is now 'dark before dawn'. To usher in the dawn, TV manufacturers need to fight a breakthrough. Industry experts have determined that: The content is intelligent, and This "three-dimensionalization" of coalification is considered to be the direction of breakthrough.
The industry consensus is that the biggest impact on the television industry is still the mobile phone. The data shows that the longest-used device for mobile audio and video entertainment is mobile phones, accounting for 46.3% of the total, far exceeding the 30.9% share, ranking second TV.
Chinese TV companies attach great importance to the in-depth study of intelligence. The voice recognition function is obviously rich in other foreign brands. Although many users do not buy the current intelligent system, not only the response time is long, but also the accuracy of voice recognition cannot be good. This is because the problem of chaos in the domestic smart TV market is relatively serious. There are endless internet brands. Even a few hundred bucks can buy a TV with an intelligent system. These cheap products that fight the “price war” are actually There is no positive driving force for the industry as a whole. They have no core technology worth showing off. What they can do is to reduce costs by cutting corners.
Actually, intelligent products such as Hisense and TCL’s TV products made by domestic manufacturers are deeply optimized. In recent iterations, they have already bid farewell to problems such as low recognition rate and long response time that are criticized by users. A vicious price war, really making domestically-made high-quality intelligent systems that are different from joint-venture brands, is the only way out for TV.
The real intelligence is to accelerate the development of television in a direction that better understands users and understands life. In addition to common voice operations, new recognition methods such as face and movement are added. At the same time, through the matching of big data, TVs can provide consumers with precision. Content recommendation, and through application development, giving TV video calls, watching and buying new games, etc. The aforementioned object-oriented, it is to rely on the advantages of color TV vision screen, to assume the visual transmission of information, Let people sit in the living room to control everything in the smart home.
China Smart TV must hand over a questionnaire that satisfies the consumers as soon as possible in order to get rid of the shadow of the smartphone and break through successfully. Zhongguancun Online
2.IHS Markit: LCD panel prices will decline
IHS Markit recently predicted that LCD panel makers will face another challenge from the beginning of the quarter, due to the fact that the large scale expansion in mainland China has exacerbated the oversupply and put more pressure on panel prices.
Market researchers warned that due to overcapacity, the increase in mainland display capacity over the next three years may push the display industry into a new downturn.
IHS Markit's latest statistics show that by 2022, the mainland is expected to open 19 new large-size TV panel factories, and about 20 new factories will be added to the production of small and medium size smartphone display screens.
David Hsieh, Senior Director of IHS Markit, stated: 'Supply surplus will be the biggest challenge faced by flat panel makers this year. Due to the decline in panel prices in the second half of last year, some panel makers have already felt the oversupply situation, and in February or 3 Monthly loss. '
Historical industry data shows that when the panel supply exceeds demand by more than 7%, the industry enters a new down cycle, Xie added that Markit data shows that last quarter supply exceeded demand by 7.5%.
Xie said that panel prices will fall by 3% to 5% this month due to oversupply in the mainland and pressure from panel supply. In the previous quarter, panel prices fell by 1% to 2% per month.
The company said that the 65-inch TV panel will face the greatest loss because the new plant of the mainland panel maker will produce more 65-inch TV panels.
Xie pointed out that the price of the 65-inch TV panel dropped from US$280 to US$250, which is already lower than the minimum manufacturing cost of US$290.
Markit said that BOE launched the 10.5-generation factory in the first quarter, which could increase the monthly supply of 90,000 65-inch TV panels to the existing market.
China National Electric Panda plans to start operating two 8.6-generation factories later this year.
The company said that the number of 65-inch TVs will increase significantly this year, and the number of 65-inch TVs will increase from 12 million units last year to 20 million units, an increase of 67%.
Given the increased supply, LCD panel makers may reduce factory utilization by 5% this quarter to ease price pressures.
Xie added that some companies may close factories or face pressure to consolidate business in the second half of this year. IHS Markit
3. Suspension of supply and price negotiations Samsung and LG Display panel cooperation plans suspended
According to the "International Business Times" report, according to the "International Business Times" report, industry sources revealed that LG Display's plan to supply LCD panels to Samsung continues to be suspended because the two companies have not yet finalized the specific details of the transaction. Sources said that due to the current market Volatile, LG and Samsung have not yet reached a definitive agreement on supply quantity and price.
In 2016, Sharp acquired by Foxconn suddenly decided to cut the supply of LCD panels to Samsung to support its TV production.
Due to the need for LCD panel supply, Samsung began negotiating possible cooperation with LG. However, it will take some time for the two parties to reach an agreement because their competition has hindered them. In addition, the differences in their panel manufacturing technologies have also caused a delay in the cooperation between the two parties. .
Last year, LG provided Samsung with 40,000 to 50,000 LCD panels for testing. The testing phase is necessary because the two companies use different LCD production technologies. Samsung is making some adjustments to its production process to fully adopt it. LG's LCD panel. Since then, LG Display has revealed that it plans to supply Samsung with approximately 1.52 million LCD panels.
An industry source stated: 'The final agreement has not been signed yet. It is not a test issue. It seems that other factors such as supply quantity and price have caused delays in the cooperation between the parties. ' Although these factors have not yet been finalized, Samsung and LG have agreed to produce the latter. The panels are used in Samsung's 65-inch and 75-inch TVs released this year.
Another source said: 'The two companies may not cancel cooperation, but they may have to make further compromises in supply prices and supply, so as not to adversely affect both parties.' TechWeb
4. Visionox (Gu'an) 6th Generation Soft AMOLED Production Line Started
On May 17th, China's first 6th-generation full-soft AMOLED production line led by Wessonox was launched in Gu'an, Hebei Province. The start-up of the production line marks the country’s not only innovation in the industrialization of AMOLED. The strength of technology research and development also has the ability to produce large quantities of goods.
Relying on Visionox's forward-looking design of the production line, this full-soft AMOLED production line will be able to continuously produce flexible flexible curved display screens, flexible curved display screens, flexible folding display screens, full-flexible display screens and other iterative flexible AMOLEDs. Display products' not only breaks the inherent product form of the display industry, but also provides customized solutions for display applications such as consumer electronics, internet of things, internet, artificial intelligence, big data and other industrial chains, thereby reshaping industry-wide innovations. Pattern, open the new display industry cluster in Hebei Province, and even a new era of China's overall display of new industrialization.
Mastering its own core technology Encouraging upstream and downstream to jointly promote the 'ubiquitous screen' era
The development of a new round of display technology is changing the pattern of the world's display industry. Whether China's new display companies have mastered core technologies will not only affect the global display industry's layout, but also be a symbol of China's manufacturing power.
The reason why flexible AMOLEDs are valued is that, besides having self-luminous characteristics and better display effect, it can achieve arbitrary bending, and folding and stretching display is also a big reason. It is precisely because of these characteristics that flexible AMOLEDs are leading the trend of the future. The new display technology will provide infinite innovation space for terminal applications. Innovative flexible AMOLED products will soon be expanded to the car, near-to-eye display, wearable, artificial intelligence, even clothing, daily life products, etc. While applying leapfrog innovations, it will also help the entire industry reach a new level, opening a new era of 'ubiquitous screen'.
The designed production capacity of Visoxon(Guan'an) 6th generation full-soft AMOLED production line is 30,000 pieces/month, and it can realize the supply of domestic full-soft AMOLED panel after it reaches production, solving the needs of terminal manufacturers for innovative applications. It is reported that the production line incorporates Visino A number of independent innovation technologies and key processes have fully taken into consideration the market demand of future products. They can not only produce current curved screens and full screens, but also can produce folding displays and fully flexible displays. They are forward-looking and can support future product upgrades. The sixth generation line is also the most professional and advanced all-soft production line in China.
With the start-up operation of Visco Nuo (Gu'an)'s 6th-generation all-flexible AMOLED production line, it will effectively increase the supply of domestic AMOLED panels, largely addressing the demand of domestic terminal manufacturers for high-end display panels, and breaking Japan, Korea, and other countries’ displays. The monopoly position in the technical field changes the domestic intelligence, and wearable terminal manufacturers are restricted by the monopoly of foreign monopoly.
'Locomotive' Demonstration Effect Accelerating the Construction of New Display Industrial Clusters
Strategic emerging industries are important forces to lead future economic and social development. The new display industry has always been a top priority for the development of strategic emerging industries in Hebei. It is also seen as an important cornerstone for high-quality economic development. Visionox through unbounded innovation While driving the display of industrial changes, it is also embarking on the construction of strategic new industrial clusters.
The construction of the 6th-generation full-soft AMOLED production line not only represents China's highest level in the new display industry, but also fills the gap in Hebei's industry in the OLED field and becomes the 'loco engine' that drives Hebei's industrial upgrading. The production has accelerated the localization of upstream core materials and key equipment. It also facilitates the innovative application of downstream enterprises in smart phones, smart wear, on-board displays, VR and other terminal products, widens the display industry chain, and leads the transformation of display methods.
In addition, Visionox (Gu'an)'s 6th-generation all-flexible AMOLED production line will promote collaborative R&D among enterprises and create a strategic emerging industry (new type display) demonstration base in Hebei province. Through the demonstration effect of locomotives, it will drive the entire industrial cluster to compete. The overall improvement of forces, nurturing a new pillar of high-quality regional development.
Promoting the rise of Chinese manufacturing highlights the 'national mission'
In the face of new economic growth methods, it is necessary to lay a solid foundation for scientific research. Basic scientific research is strong and comprehensive national strength can be strong. Independent research and development capabilities are strong, and international status is only stable. Visionox is backed by 22 years of focus in the field of OLED technology innovation. In terms of capabilities, it has more than 3,500 OLED-related patents, in particular flexible AMOLED technology has reached the world's leading level, and led the formulation of a number of OLED international standards, national standards, industry standards, becoming the first Chinese company to develop flexible display international standards.
With the increasing penetration of AMOLED, its market position has been increasingly consolidated. Chinese companies represented by Visionox have gradually established a solid foundation of technology and industrialization. The 6th generation of Visco Nuo (Gu'an) The launch of the soft AMOLED production line not only will break the restraint imposed by foreign manufacturers on the monopoly of flexible displays, but will also make the development of China's end products no longer subject to foreign companies' “cocktailing” and will help to gradually increase China’s market share in the global market. , Accelerating the rise of China's new display industry, Leading China's new display industry to the world's top level, While making China's new display industry bigger and stronger, At the same time, China will realize the transition from a large country to a strong country.