1. In the third quarter, Apple’s mobile phone panel demand increased by 2 times;
According to the research report of the research group, the global demand for Apple’s famous brand in the third quarter totaled nearly 100 million units, more than twice the growth rate in the second quarter. Other mobile phone brands will also actively stock up to welcome the arrival of the busy season.
According to Sigmaintell's assessment, in the first quarter of the first quarter, the demand for global smartphones in the third quarter was nearly 530 million, which was a significant increase from the second quarter. In particular, driven by the active stocking of new products from Apple, panel demand began to strengthen.
QuZen Consultation indicated that in the first half of the year, the mobile phone market was lukewarm, the smart phone panel oversupply, and the market season was expected to improve in the second half of the year; and due to the shortage of driver IC chips, some of the specification panels were driven up or flat.
Qunzhi Consultation estimated that the total global smartphone panel demand in the third quarter was about 530 million, which was a significant increase from the second quarter.
According to a survey conducted by Qunzhi Group, global shipments of smartphones reached 320 million units in the first quarter, which was a 2.6% drop from the same period of last year. In the second quarter, it is still difficult to get rid of the downward trend compared to the same period of last year. More than 330 million pieces, a decrease of 0.4% over the same period last year.
According to the survey, the demand for the mobile phone panel market in the second quarter did not improve significantly. At the same time, due to the development of full-screen and special-shaped cutting screens, the panel was diversified and the degree of customization was high. To avoid inventory risks, terminal manufacturers also stocked the panel. More cautious, leading to weak overall panel demand.
According to the group's consultation, the supply and demand of global smart phone panels in the third quarter tended to balance. Due to the influence of abnormal screen yields at the beginning of the third quarter, panel supply may decline slightly, and with the increase in yield and stability, the average size Due to the impact of amplification, the supply of LCD panels and rigid active organic light-emitting diode (AMOLED) panels in the third quarter increased steadily or slightly; flexible AMOLED production capacity continued to expand, and supply growth was even more pronounced.
Qunzhi Group estimated that the overall supply of smart phone panels in the third quarter was 8% higher than that in the second quarter, in which flexible AMOLED supply increased by nearly 30% compared with the second quarter, mainly due to the growth of Apple's demand. (Editor: Lin Yufeng) WebMD
2. Pass the new 6.1-inch iPhone screen light leakage problems Want to buy long wait;
It is generally believed that Apple may release three new iPhones in the autumn this fall, namely 5.8 inches, 6.5 inches with OLED screens, and 6.1 inches with LCD screens. According to legend, 6.1 inches LCD screens for iPhones Apple was handed over to LG for supply, but at the moment it is said to have encountered some difficulties in order to make this phone "long".
"Apple Insider" quoted the Korean media "The Bell" report pointed out that LG intends to use the technology already used in the LG G7 ThinQ mobile phone MLCD +, to produce a new 6.1 inch iPhone screen for Apple, but because LCD screens are not like OLED The screen cuts out the "notch" (or "bangs") on the top of the iPhone screen, so there is some light leakage in the bangs position. This may cause the iPhone to be similar to last year's iPhone X, although it may be released in the autumn. It will be on stage, but it will have to wait until October and November before it will be available (together with last year's iPhone 8 Series 9/22, iPhone X is 11/2).
In response to the iPhone market sales, although Apple introduced three new iPhones last year and tenth anniversary iPhone X to help out, because the price is too expensive, it did not detonate the expected "extended cycle" (transition surge). However, in the three new iPhones that Apple plans to introduce this year, the 6.1-inch model is favored by the market because of its TrueDepth screen design, large screen size support, and price advantage.
Former GBH Insights Analyst Daniel Ives expects Apple to launch 3 new iPhone models this fall. It is expected to usher in a “supercycle”. It is estimated that in the 12-18 months after the launch of the new iPhone, the overall iPhone sales volume is expected to reach 350 million. Branches, set a record. And former KGI’s analyst Gu Mingyao also predicted that the 6.1 iPhone will account for 45% of the total iPhone shipments (about 1.0 to 120 million units) in the second half of 2018.
However, these optimistic forecasts for the new iPhone sales are absolutely related to the 6.1-inch iPhone that can be sold in real time (September). If this factor cannot be reached, then it is bound to affect the consumer's motivation to change the new machine, for Apple. It is definitely not a happy situation. Business Times
3.2018 China 4K/8K display panel trend;
In the past two years, the development of 4K has been like a god help. It can be called a surprise attack. In the Internet era, display products are the forefront of the human-computer interaction experience. Resolution HD gives users the most intuitive experience, along with display technology and consumption upgrades. , People's demand for resolution is also getting higher and higher, 4K has gradually become the mainstream, and even 8K is also put on the agenda of manufacturers.
The rise of 4K TV
4K TV, also called UHD TV, has a physical resolution of 3800 x 2160 (4K x 2K). It is understood that in 2017 China's 4K TV production has reached 33 million units, accounting for 42% of the world's 4K TV total. It is estimated that by 2020, Global 4K users will exceed 330 million households, and China will become the world's largest 4K TV consumer market.
Yang Ching-hsiang, an assistant researcher at the state-owned Optoelectronics Research Center (WitsView), pointed out that the market penetration rate of 4K TV has rapidly increased in the seven years from 2012 to 2018. This year's estimate is 44.1%. 4K has become a large-size television. The mainstream resolution.
There are two main reasons for the rapid growth of 4K TV penetration rate. One is the release of large-size panel production capacity required by end products, and the second is that the corresponding 4K content industry chain is continuously integrated, and continuous output of high-quality content meets users' needs. demand.
From 2017 to 2021, several 10.5/11 generation LCD panel production lines in China will be mass-produced one after another. This will ensure large-scale production and marketing of 4K/8K display panels, and accelerate the popularization and promotion. December 2017, BOE Hefei 10. The 5th-generation line has a total investment of 45.8 billion yuan. It mainly produces large-size 4K/ 8K ultra-high-definition liquid crystal displays with a size of 65 inches and above. The designed production capacity is 120,000 glass substrates per month. Jingdong is targeting Samsung, LG, Vizio, Xiaomi, and Haier. External customers delivered 75-inch 8K60Hz, 75-inch 8K120Hz and other large-size ultra-high-definition display.
In addition to Hefei, BOE invested 46 billion yuan to build the second 10.5th generation line in Wuhan, Hubei, and also locked 4K/ 8K ultra-high-definition LCD screens; Huaxing Optoelectronics invested 53.8 billion yuan to build 11th generation lines in Shenzhen, and put into production in 2019 , focusing on super-high-definition 4K/8K and other ultra-high-definition displays; Huike invested 40 billion yuan to build 11-generation lines in Zhengzhou, producing 65-inch to 150-inch large-size 4K, 8K LCD panels; SDP invested 61 billion yuan in Guangzhou to build 11 On behalf of the line, mass production in 2019, focus on 8K ultra-high screen.
It can be seen that the current 5/11-generation high-generation LCD panel production lines currently under construction or completed in China are all focused on 4K/8K ultra-high-definition display screens, laying a good foundation for the popularity of 4K/8K TVs in China. At the same time, the shortcomings and shortcomings of 4K/8K content are also accelerating. It is reported that the Ministry of Industry and Information Technology is stepping up its efforts to formulate the “Ultra HD Video Industry Development Action Plan (2018-2022)” to further improve relevant policies and standards and strengthen content development. Improve industrial facilities.
The germination of 8K TV
4K TV is still going all the way, 8K TV has been put on the agenda by manufacturers. Now 4K TV has gradually become popular, 8K TV has begun to sprout, WitsView estimates, 2018 8K TV penetration rate is 0.05%, in 2020 in the Olympic Games. As well as the improved content industry chain driven penetration is expected to come to 1.9%.
Recently, at the SID Display Week 2018, BOE (BOE) has launched an 8K ultra-high-definition solution consisting of a BOE 4K/8K image service cloud platform, a BOE 8K decoding player and a BOE 8K display terminal. The entire process of 8K shooting, editing, transmission, and playback solves the disadvantages of the traditional decoding player, which is expensive, bulky, and short of 8K industry content, and accelerates the pace of 8K penetration.
WitsView
4. Apple's new patent to make the iPhone more durable new glass panel
Apple also applied for a new patent. According to this patent, Apple is expected to develop a glass with 'reinforced stiffness' and be used in portable electronic devices such as the iPhone and iPad.
According to the content of the patent, this patent describes a glass as an electronic device housing. This cover glass can be used as a display and a body, adding additional protection to the device. Theoretically speaking, such a housing would allow The product becomes more durable, more resistant to cracks than any existing glass material, whether it is the back or the screen on the front of the fuselage.
This transparent glass material can be used as a part of a portable electronic device and can cover the entire surface of the device. At the same time, the transparent material body can also display the contents of the device screen and provide additional protection.
Apple said that this is a unique design. This kind of protective layer can use glass fiber to provide cross tension so as to enhance the strength of the glass and prevent cracking.
Perhaps the most interesting aspect of this patent application is Apple's description of how sapphire coatings are used to increase strength. Apple has begun using sapphire glass on iPhone lenses and Apple Watch, but this patent describes how sapphire coatings are The method used on other devices, as a cover glass, and able to provide 'sufficient rigidity'.
In another example, the sapphire coating can be fused to a transparent item to increase its strength. Interestingly, this transparent material can not only be thin and light, but also provide enough hardness as a glass. Overlay.
Apple's engineering and design team has done a lot of work on various glass materials in the past, and this patent application is only the latest part of these efforts. Whether this glass patent can really be applied to Apple's equipment in the future It remains to be seen, but it is clear that Apple is exploring new ways to make its equipment more durable.