Smartphone growth slowed, the market spate 2018 years on the half Apple iphone pull kinetic energy than expected, the industry turned to expect the second half of New machine volume, but Chen Hong Chairman Jiang Zhaori said, with the 2nd season after the end of the 3rd to 4th quarter will slowly heat up, but the second half will not have too big climax, The overall operation will be flat or micro growth in 2017, but he pointed out that the nano-silver technology in 2018 will enter the year, the 4th quarter will be able to see the mobile phone manufacturers show debut new products. In order to meet the trend of flexible touch panel with foldable mobile phone, Jiang Zhaori said, has been invested in nano-silver touch technology research and development, and is the process and materials standardization, stability, customers have in proofing, within 2018 years will be added to purchase production equipment, the 4th quarter is expected to see mobile phone manufacturers show, 2019 years will begin to sprout, 2020 will gradually start. As the 5G era approaches, screen development is also moving to a large size, the future will likely go to 10 inches, when the folding smartphone screen will have the opportunity to rise, soft display development is also in full swing, Jiang Zhaori pointed out that Chen hung cloth built nano-silver technology has been up to 5 years, from the upstream nano-silver materials, coating, pattern, fitting to modular one-stop layout, not only for the use of their own touch control products, but also to supply other touch-control manufacturers. With the development of flexible display, the touch-control technology scheme is divided into on cell, out cell and metal grid, but to import into the smartphone new applications, the overall supply chain to match each other, so Jiang Zhaori that, in addition to mobile phones, nano Silver may start fermentation from an oversized size, especially 65 inches or so large size, such as teaching Yu electronic whiteboard, video display, etc., mainly consider the mainstream Ito film is not suitable for the application of large size, and metal grids also need to increase the cost of the mask, thus highlighting the advantages of nano-silver. Jiang Zhaori that 2018 is the year of nano-silver, Chen Hung has started to import progress, although the development of folding mobile phones slow, but the characteristics of nano-silver can replace the existing demand for ITO films, and future nano-silver expansion to all sizes still need 3-5 years of fermentation maturity. Jiang Zhaori said that after the past 2 years of organization reengineering and optimization, Chen hung focus on key customers, such as strategic adjustment, 2017 has turned deficit surplus, pay out a bright eye report card, now touch industry into the weak stay strong stage, many touch-control industry lack of competitiveness and gradually exit the market, so that the overall industry is progressively towards stable maturity, Towards the big trend of constant trends. According to his point of 2017, mobile phone touch module shipments of 1.57 billion pieces, with mobile phone manufacturers to introduce new types of machines and due to the need for replacement, is expected to 2017-2020 years of composite growth rate reached 4.1%, and capacitive car touch screen 2017 shipments of about 34.69 million pieces, By 2020, it will be able to grow to 59.15 million films, with an estimated annual compound growth rate of about 19.5%. In the face of the pull performance of Apple's major customers, Jiang Zhaori pointed out that the main customer's pull has been stable continuously, can not be a single machine to judge the overall status of mobile phone industry, overall, the 2nd quarter for the traditional off-season, but the second half will gradually improve. Chen Hung previously estimated that the 2nd quarter will reduce the quarter by 10%-20%, the operating interest rate fell to about the loss. As for foreign, 2019 3 iphone New machine will be the full use of OLED panels, on this, Chen Hong's low-key attitude, only that the next 2-3 years of the trend has been roughly offset, Chen Hong 2018 annual capital expenditure of about NT $7.5 billion, will be from the 2nd quarter of new machines into the factory,
