1.IHS: The cost of Liuhaiping's mobile phone panel exceeds 20%;
Apple launched the iPhone X, and its hai-hai screen has driven a new wave of design. This year's mobile phone brands like LG, Huawei, OPPO, etc. have all launched new screens for the bangs screen. According to the IHS Markit survey, the bangs screen panel is generally full screen Panels, manufacturing costs 20% ~ 25% more, making the price of mobile phones high. At present, panel makers are optimizing the process, the cost gap can be reduced.
According to the IHS Markit survey, a 5.9-inch OLED panel designed with a bang-bang screen, such as the display panel used by Apple iPhone X, is estimated to cost US$29. Samsung Galaxy S9 uses a 5.8-inch display panel designed by Liu Haiping, which manufactures The cost is 25% higher than that of a full-screen OLED panel. In a TFT-LCD panel, there is also a similar cost gap between the presence and absence of a bang-screen. The manufacturing cost of a 6-inch TFT-LCD panel using a bang-screen design is estimated. For $19, it is 20% higher than an equivalent full-sized full-screen LCD panel without bangs.
Due to the loss of output accompanied by the production of bangs on the screen panel, the manufacturing cost is increased. Taking TFT-LCD panel as an example, the design of the haihai screen may push the manufacturing cost up to the level of rigid full-screen OLED panel. IHS Markit display material advanced Chief analyst Jimmy Kim said that the OLED panel, the cost increase caused by the bangs screen design seems to be higher.
So far, Apple’s first smartphone using the OLED panel iPhone X has fewer quarterly shipments than the previous iPhone model. The main reason is that the use of expensive OLED panels led to higher sales prices. Jimmy Kim said that Apple is in In the manufacturing process optimization process, however, the manufacturing cost of the OLED panel of the Liuhai PDP is declining faster than that of the Liuhaiping TFT-LCD panel. The OLED panel of the iPhone X adopts a plastic substrate, and the plastic substrate does not resemble the TFT-LCD panel. The glass substrate used is as fragile, so it should theoretically be easier to cut.
2. Ant Financial’s unmanned shop adopts the 3D Sensing Solution;
Zhechuang (5351) introduced natural light 3D depth map (Depth-Map) measurement to capture vision IC and sub-system platform, and entered the Japanese surgical operation-related medical equipment market with the gesture control system. Kontron launched 360 degrees with 3D sensing technology. The panoramic plan was adopted in the vehicle and industrial control supply chain. At the same time, Alibaba invested in Ant's gold suits in a pilot shop in Hangzhou, and also used the 3D Sensing solution.
In the first quarter of 2014, the company announced consolidated revenue of 1.369 billion yuan (NTD, the same thereafter), and the loss after tax attributable to the parent company was 163 million yuan, and the net loss per share was 0.37 yuan. Lu Chaoqun stated that Yuchuang has invested huge R&D expenses in recent years except 3D sensing technology has been completed in R&D and adopted by major manufacturers. Niche DRAM and USB 3.1 related control ICs have also entered the mobile phone or vehicle-mounted industrial control markets. The chip suppliers have successfully transformed into sub-system suppliers. Will be placed on how to make profit, have confidence in the company's operations.
Lu Chaoqun, chairman of Yuchuang, said that 3D sensing is different from other system factories or mobile phone factories using laser or infrared technology, which is not easy to measure in a dark environment, and the 3D sensing and depth map of natural light introduced by Etron. Measurement and other technologies, whether light or dark, can be clearly identified indoors or outdoors, do not need active light sources, and have taken a leading position in the industry. It is believed that in the next few years, a large number of medical, automotive, and unmanned stores will be expected.
Suntron and its subsidiary company, Li Micron, introduced natural light 3D sensing depth map vision chip and platform solutions, using the 3D-MAMEC (Multiple Eye Depth Measurement Capture) sub-system developed exclusively by Innova, which can be used for personal and multi-personal applications. Face recognition. Following the industry's unveiled natural light 3D sensing solution, after entering the supply chain of Amazon’s unattended stores in the United States, the city’s recent unveiling, Alibaba’s unattended store that invests in Ant Financial also uses 3D. Sensing scheme.
In addition, Kontron's 3D capture vision platform is also used in Japanese surgical surgery. Through gesture control, contact pollution that may occur is avoided. The 3D lens sends high-definition image data and depth data to the host simultaneously. The doctor can also The 3D depth image is captured to obtain the required information, and further non-contact manipulation is performed through gesture control.
Etron also integrated its own camera control chip that can process multiple sets of image processing algorithms at the same time. In addition, it has added 256Mb LPDDR2, USB Type-C control IC, and integrated two f/2.4 ultra-wide angle fisheye lenses. Lens, and CMOS image sensor, etc., Launched 4K×2K industrial 360-eye platform, which has been introduced into industrial control and factory installations. Sotron also proposed interior rearview panoramic photography solution with the same technology, and successfully deployed advanced driver assistance system (ADAS). ) Market. Business Times
3. Wuhan Huaxing Optoelectronics: Let the folding screen not hurt the camera hidden under the screen;
Staff dressed in aseptic clothes took inspections at Huaxing Optoelectronics Workshop
Huaxing Optoelectronics staff is randomly detecting panels.
On May 28th, Changjiang Daily (Reported by Changjiang Daily reporter Wen Tao) When General Secretary Xi Jinping visited Hubei Province in April 2018, he suggested that the development of the Yangtze River Economic Belt requires the correct understanding of the five relationships, and proposes that the correct removal of old kinetic energy and the cultivation of new kinetic energy be proposed. relationship.
On the afternoon of May 16, Wuhan Huaxing Optoelectronics Technology Co., Ltd. t3 array factory, nearly 60,000 square meters of factory buildings, put film, cleaning, baking, coating, exposure machine and many other units in order. Although it is running at full capacity, The huge workshop was empty. Occasionally, one or two patrol officers wearing a full set of clean clothes could be seen walking through. The corridor on the second floor was very quiet and only sounded from the ventilator.
At 14:00 on the 16th, the Changjiang Daily reporter met the Wuhan CPPCC member at the appointed time, Zhao Yong, general manager of Wuhan Huaxing Optoelectronics.
Talking about the spirit of Xi Jinping’s important speech inspecting Hubei last month, Zhao Yong said: 'Wuhan enterprises are very encouraged, and we have more confidence in the future development of Wuhan. ' Zhao Yong is full of confidence: 'We are the new kinetic energy. The introduction of China Star Optronics is also A practical move to cultivate new momentum in Wuhan. '
Visits
Convinced that folding screen is the future main battlefield
Make new products with higher added value
Zhao Yong’s confidence and confidence came from the huge investment of Huaxing Optoelectronics in Wuhan. He explained that the 6th generation low-temperature polysilicon liquid crystal display panel production line project with investment of 16 billion yuan (internal number t3 in China Star Optoelectronics) started in September 2014. By the end of this month, total investment of RMB 16 billion will have been fully invested and all equipment will be ready. It will officially begin to climb, and it is expected that the annual output value will reach RMB 10 billion.
At the end of March 2017, the 6th generation flexible LTPS-AMOLED display panel production line project of China Star Optoelectronics (t4) was contracted and settled in Wuhan with a total investment of 35 billion yuan. The t4 project was started after two and a half months, and the factory building was capped at the end of December. Currently, outside the t4 project The wall decoration has been completed nearly 80%. The internal cleansing project is nearing the end. It is necessary to change shoes when going in and change the clean clothes.
Folding screen is the upstart in the flexible panel, is the commanding height, and is also the main direction of the t4 project. 'The same mobile phone, people hold in their hands, the bigger the better the screen, the smaller the better when putting the bag. The folding screen is very good. Solved this pain point. 'In view of Zhao Yong, the commercial value of this pain point will be huge, may trigger the fourth wave of mobile phone replacement.
People often say that 'the boat is better off turning around'. The 'big ship' that has invested 35 billion yuan like the t4 project must choose the direction before starting. New things often take a long incubation period, there is no folding mobile phone on the market, t4 Why should the project go straight to the folding screen? Zhao Yong's answer is: 'The reason is to lay out in advance. Otherwise, wait for others to have it, and when we come out, it becomes backward production capacity.'
Zhao Yong said that at present, only global production of flexible panels in the Samsung family. Wuhan Huaxing Photoelectric started relatively late, but the gap with the previous is not large. 'If you do something like Samsung, we can only get close to them, not to mention Transcendence. We firmly believe that folding screen is the main battlefield in the future, so we dare to shout out boldly, concentrate on superior firepower, and focus on folding screens. From a strategic point of view, we have the opportunity to lead.
The t4 project will begin the import of key equipment in July this year and plans to put into production in the first half of 2019. Zhao Yong expects that Wuhan Huaxing Optoelectronics will start providing folding screens for mobile phone factories in 2020.
After 40 years of reform and opening up, overcapacity has occurred in many industries. Zhao Yong said that as in many industries, the panel industry is also low-end surplus and high-end.
He believes that supply-side structural reforms are actually adjusting factor allocations and increasing the proportion of innovation capabilities. Something with higher added value should be done. Do not fight in the low-priced Red Sea. Huaxing Optoelectronics is in this concept. Guide the layout of the entire product line.
The t4 project took only 199 days from the first pile to the top of 600,000 square meters. It refreshed the record of the same-scale factory building in the industry and created new 'Optical Valley Speed' and 'China Star Efficiency'. Light up in February next year, try to make the first flexible screen. This speed will be the fastest in the industry.
'Say, do it and do it, do it dry, dry quickly, and do it with high quality.' Zhao Yong concluded.
Secret
Talent, Technology, Intellectual Property
How can not be overemphasized
During his visit to Hubei, general secretary Xi Jinping stressed the need to promote structural reforms on the supply side, and to work on both 'broken' and 'statutory' forces to accelerate the upgrading and upgrading of traditional industries, accelerate the development of new industries, and increase new economic development momentum.
Zhao Yong said that China Star Optoelectronics is a good example of supply-side structural reforms. There are three major new elements in supply-side structural reforms that are important: talent, technology, and intellectual property. 'These new elements were not valued enough in the past. But points'.
Talent: More than 80 doctors in Wuhan have more headquarters than Shenzhen
Zhao Yong said that Huaxing Optoelectronics chose to fall to Wuhan. One of the important reasons is talent. Wuhan is located in the center of China and has abundant human resources. In 2014, he heard that there are more than 1 million college students in Wuhan, the first in the world. It was shocked.
In addition, the quality of Wuhan's talents is also high. Huazhong University of Science and Technology majors in photonics and mechanics are among the best in the country, and these two professions exactly match the needs of Wuhan Huaxing Optoelectronics.
Wuhan Huaxing Optoelectronics currently employs more than 5,000 people and has a very high proportion of technical personnel. Among them, there are more than 80 Ph.Ds from all over the world. There are more than the number of Huaxing Opto-electronics headquarters in Shenzhen. This is due to the abundant talent resources in Wuhan and Wuhan Huaxing as the second. Mobile phone panel, mobile phone panel technology content is higher, the difficulty is also much greater.
Technology: Guardian 'Vision Health' Innovation 'Circular Polarization' and 'Good Blu-ray'
Wuhan Huaxing Optoelectronics Phase 1 Project (t3) The production of LCD screens for mobile phones. When it comes to screens, the world is measuring them with such indicators as brightness, contrast, and resolution. Zhao Yong and his colleagues are pondering: 'If you want to catch up Super advanced international level, there is no other dimension?'
They found a dimension called 'visual health'. Modern people see too many electronic displays, which hurt the eyes more. In order to protect the vision of mobile phone users, Wuhan Huaxing has developed a number of unique technologies.
One is circular polarized light technology. After we read a book for a period of time, our vision will be reduced. Usually we can take a rest and we can recover. However, if it is so frequent, it will take too long and the eyes will not rest. The vision will not be restored.
Studies have found that the display screen is much more harmful to eyes than books. One of the important reasons is that natural light is scattered and disorderly, and the monitor has a polarizer that turns the light into the same direction. There are many photoreceptors, which are responsible for receiving light in different directions. For example, if light enters the human eye from the same direction for a long time, it will cause half of the cells to be overworked and the other half idle.
Wuhan Huaxing Optoelectronic Co., Ltd. invented the CPLP technology. The light emitted by the screen is circularly distributed in all directions, simulating natural light. The effect is very close to the book.
There is also a nice blue technology. Many mobile phones have an eye-protection mode. When they are turned on, the phone's image will turn into a haze of yellow. Blu-ray will hurt people's eyes. The eye protection mode is to use software directly. Half of the blue light is lost. At this time, the blue complementary color, yellow light, will increase. This is a last resort for the whole plant.
Experts have found that the short-wavelength part of the blue light (closer to the ultraviolet light) is more damaging to the eyes. Therefore, Wuhan Huaxing Optoelectronics adds a filter at the position where the blue light is emitted, and filters the short-wavelength part.
In addition, the research and development team of Wuhan Huaxing Optoelectronics is still studying some new areas and new directions. For example, now the mobile phone is full of screens. When the full screen is as large as the size of the mobile phone, the front camera has no place to place. Adding 'bangs' is acceptable, but not perfect. The idea of Wuhan Huaxing Optoelectronics is to make a screen camera, use the small holes between the pixels on the screen of the mobile phone, and collect the light in front of it to the back camera.
'We thought many people did not think of in the past, we through technological innovation, to cultivate new consumer demand, cultivate new energy and new competitiveness.' Zhao Yong said.
Intellectual Property: The number of invention patent applications was the first in the province for three consecutive years
Zhao Yong said that this element of intellectual property represents the company’s understanding of innovation and the protection of newly developed things.
In 2014, the construction of China Star Optoelectronics Wuhan Plant started. Shenzhen headquarters only came over 100 people.
In 2015, over 500 people came to Shenzhen and Wuhan Huaxing Optoelectronics began to apply for a patent. Taking the invention patent with the highest gold content as an example, this year, Wuhan Huaxing Optoelectronics applied for a total of 597 patents, more than a few old companies, ranking first in the province. one.
In 2016, Wuhan Huaxing Optoelectronics applied for 1062 invention patents and continued to be the first in the province. This is also the first time that a company has applied for over a thousand applications in Hubei.
In 2017, in the “Top 20 Enterprises in Hubei Invention Patent Application” list, Wuhan Huaxing Optoelectronics took the first place (Wuhan Huaxing Optoelectronics Technology Co., Ltd., t3) and the third (Wuhan Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd., t4 The total number of applications for these two seats is 1483.
So far this year, Wuhan Huaxing Optoelectronics has continued to lead. Its annual target is 1,800.
Outlook
Wuhan will become China's largest panel industry
'Zuoling Avenue, we didn't see anybody when we first arrived in 2014. At the peak of commutes, there are sometimes traffic jams. ' Zhao Yong's banned words reflect the enterprises with such a large body as Huaxing Optoelectronics, for regional development. Pulling power.
What makes Wuhan people happy is that several heavyweight peers of Huaxing Optoelectronics have also come.
'Tianma Microelectronics originally had a panel production line at Buddha Ridge and later built a new one at Zuoling; BOE also has a line at Dongxi Lake; Huaxing Optoelectronics does not rule out continuing additional investment. ' Zhao Yong said, 'Wuhan is very precise in this piece. The future is likely to become the most concentrated area of China's panel industry. Just now these projects are done, Wuhan's panel industry density is already the first in the country.
In 2009, China’s imported product list ranked first on integrated circuits and fourth on the panel. In less than 10 years, the panel has not only disappeared from the list of imported products, but China’s panels have also been exported.
Zhao Yong believes that in the panel area, China as a whole has not lost overseas. Now it is only behind South Korea. It will be a big probability event to surpass South Korea in the next 3 to 5 years. Changjiang Daily
4. The large-size panel industry enters the Red Sea;
Wang Zhen
The trend of large-size display is remarkable. 55-inch has become the mainstream size of China's color TV market. With the drop in cost, clarity, and application of new technologies, the next-largest size televisions, such as the 65-inch and 75-inch, will also enter the homes of ordinary people. The research agency predicts that the global television size will increase at a rate of 2 inches per year. It is expected that the average global TV size will reach 50 inches by 2021, and the size of the over 60-inch ultra-large-size TV market will also reach 44 million units, accounting for 2017. The year 6.9% grew to 15.4% in 2021.
2017 is the first year of super-sized display. The major panel makers are rushing to invest more resources in producing panels of more than 60 inches. However, the production capacity of super-sized panels has increased dramatically, and it will have to wait until the 10.5~11th generation of each line from 2019 to 2020. Post-production can only expand the supply. In December last year, BOE Hefei started production on 10.5 line. This year BOE announced another 10.5 generation line in Wuhan; Foxconn's 10.5 generation line in Guangzhou is also under construction; TCL also announced investment of 42.7 billion yuan. Yuan let Huaxing photoelectric in Shenzhen and then on a 11th generation line.
Last year, China Star Optoelectronics ranked the fifth in the world in shipments of LCD TV panels, and its market share in 32, 55-inch panels was at a relatively leading position. With the two 11th generation lines of Huaxing Optoelectronics in Shenzhen in 2019 and 2021 respectively. In volume production, the market share of Huaxing Optoelectronics in large-size panels will rise to the top four in the world, and its production area will reach 14%, second only to LGD, BOE and Samsung.
8K display is another high ground. BOE in addition to SID2018 display 110, 75, 65-inch 8K naked-eye 3D display, also brings 13.3-inch 8K display products. Japan has announced that it will achieve 8K video broadcast at the 2020 Olympic Games, This will accelerate the process of 8K popularization. Research agencies predict that 8K panel shipments will reach 7.6 million units by 2021, accounting for 2.7% of total panel shipments, and account for 17.4% of the 60-inch-plus panel shipments.
Therefore, all major panel makers are actively deploying 8K display: In 2015, Sharp first introduced 8K products, BOE, LGD, Innolux, AUO actively follow up, Samsung, and China National Electric Panda also joined the 8K camp. Huaxing Optoelectronics also launched in 2018 The 85-inch 8KIGZOGOA liquid crystal display is the world's first large size 8K liquid crystal display device that successfully applied back-channel etching (BCE) IGZO process technology to GOA circuits.
China is the largest sales market for 8K TVs. It is expected that domestic shipments will reach 4.68 million units by 2021, accounting for 77% of the total 8K TV shipments in the world, while 8K will account for shipments of 65-inch and above TVs. Will rise to 21%. Huaxing Optoelectronics invests in the second 11th generation line, intended to preemptively layout the large-size ultra-high-definition panel market to meet the market demand for the growing 8K products in the next few years.
OLED is the third key word. In addition to the oversize, 8K LCD panel, this time Huaxing Optoelectronics has also planned a part of the production capacity of OLED in the second 11th generation line, in order to realize the breakthrough of domestic large size OLED panel. In terms of reserves, Guangdong Juhua, led by China Star Optoelectronics, is accelerating the development and application of printing-type processes. This year it has developed a 31-inch printed OLED display and a 5-inch printed quantum dot (QLED) display.
LGD, Samsung is monopolized in the global large-size OLED panel and small- and medium-size OLED panel market. With the investment and construction of BOE, Huaxing Optoelectronics, Tianma and other 6-generation flexible OLED panel lines, the pattern of small and medium-sized OLEDs monopolized by Korean companies Has begun to be gradually broken. For example, BOE showed a variety of flexible OLED products on the SID2018, but the large-size OLED needs to be broken. The printing process is to solve the problem of low yield and high cost of the large-size OLED panel. First, Huaxing wants to go through this road.
Wu Rongbing, an analyst at IHS, believes that the size of the world’s largest television sales is now 32 inches. Perhaps in a few years, 55 or 43 inches will become the largest single size in the TV market, which will consume more new capacity. TCL prints OLEDs are a bright spot for large-scale processes, but there are still three years away from mass production. We need to continue to pay attention to the process of technological maturity. Huaxing Optoelectronics has just displayed 31-inch OLED panel products at the Shenzhen CITE exhibition. By then, it will not be able to achieve high yields. , maintain a certain trial production capacity, there should be no major problems after three years.
LGD, Samsung did not wait for Chinese opponents to become 'ascended'. On SID2018, LGD demonstrated a series of differentiated OLED products. For example, the world’s first overseas-looking 77-inch transparent flexible OLED panel with the exception of the Korean mainland, with 40% Transmittance and UHD (Ultra High Definition) resolution can be used in a variety of scenes, such as architectural glass windows and even car front windshields. It is rather sci-fi.
Samsung also has a new layout, which is MicroLED's large-screen display TV. In February of this year, Samsung has signed a strategic cooperation agreement with Sanan Optoelectronics. However, analysts believe that it will take a long time for MicroLED TVs to go from commercial to civilian use. The new MicroLED panel released on SID2018 is also mainly used for on-board display.
First Finance
5. Duntai, Aegis, Elan grew by more than 10%, showing 300 million touch integrated chips;
Beijing time on May 28 news, China's touch screen network news, display touch integrated chip aspirations 300 million mark, supply for the key issues in 2018 Taiwan's chip makers have their own supernatural use of capacitance technology in smart phone applications, the most important It is fingerprint recognition and touch screen. In recent years, due to the integration trend of smart phone display and touch technology, and Chinese mainland manufacturers continue to swept the fingerprint recognition market, many related companies face no small challenges, and the Android camp is the main battlefield. The relevant Taiwanese chip makers must pay attention to brewing the future layout silently in this turbulent pattern.
Taiwan-based chip makers have mentioned that the capacitance technology is applied to smart phones, and the most important one is fingerprint recognition and on-screen touch. In recent years, due to the integration trend of smart phone display and touch technology, Chinese mainland manufacturers have continued to swip fingerprints. Recognizing the market has caused many related companies to face no small challenges. The relevant Taiwanese chip makers who use the Android camp as the main battlefield must pay attention to silently brewing the future layout in this turbulent pattern.
Looking back at 2016, 2017 shows the market of touch integrated chips. It is not hard to imagine that the market will be dominated by Asian manufacturers in 2018. With this chip, panel, and handset manufacturers on the supply chain, this technology has been available for many years. The brewing and making it mature, showing the demand for touch integrated chip market is also heating up, the overall market demand in 2018 is expected to exceed 300 million.
Like the general display driver chips, many new IoT applications have emerged due to the limited capacity of fabs, which has led to a few years of “chipless” phenomenon in the display driver chips from the second half of 2017, and has gradually spread from IT applications. On every product, smart phones are no exception.
In 2018, the demand for touch integrated chips will continue to increase. The shipment scale will also be limited by the capacity of Taiwan's fabs. In this state, other non-Taiwan-based chip makers will enter the market.
Taiwanese chip makers have performed brilliantly in the first quarter of 2018. They should plan ahead boldly in the future.
Time to enter the manufacturers to demonstrate the performance of the first quarter of 2018, it is not difficult to find that the typical capacitor technology chip manufacturers in the Taiwanese power system - Duntai, Aegis, and Elongdo each pays a brilliant report card, the annual growth rate is above 10% Among them, the Aegis is even more because of the heavy volume of the Samsung electronic flagship model, which brings about 40% annual growth rate in the first quarter of 2018.
Competition between industries is like running against the tide. If they fail to advance, they will retreat. Although some of Taiwan's capacitor chip manufacturers have made good achievements at the beginning of 2018, they are not afraid to slow down the layout of the future.
In addition to betting on IDC, Duntai strives to develop a capacitive touch chip with AMOLED and an optical fingerprint identification program. In addition to the Samsung Electronics embarking on the introduction of the Galaxy J7 Duo, Aegis continues to harden its optical fingerprinting. In addition to securing orders for the next generation of Galaxy S/Note, it also simultaneously explores the possibility of cooperating with other Chinese brands. However, Elan is also expanding its market share in the NB market where overall shipments have been eroding, and integrating the images of its subsidiaries. Take advantage of processing and prepare to talk about smart phone and NB face recognition business opportunities.