1. The large-size AMOLED printing technology of BOE is expected to achieve results within the year;
According to the micro-web news, BOE recently stated on the investor interaction platform that the company has an earlier layout in the print display technology field. Currently, the large-size AMOLED printing technology platform is under construction in Hefei, and it is expected to achieve phased results during the year.
2. BOE Wang Dongsheng: The global flat panel display industry ushered in the integration tide;
BOE Chairman Wang Dongsheng recently stated at the annual shareholder meeting that it is expected that the global flat panel display (FPD) industry will usher in a wave of integration, and market players may be reduced to five.
Wang said that thanks to the continuous growth of production capacity, BOE has become the world's top panel supplier of smart phones, tablet computers, notebook computers and display applications.
In the first quarter of 2018, BOE overtook LG Display (LGD) and Samsung Display (SDC) to become the world's largest TV panel supplier with 12.5 million shipments.
Wang pointed out that BOE ushered in the 10.5 generation era of the global FPD industry by opening the world’s first commercial production of the 10.5 generation line in March 2018. More 10.5 generation lines will be launched in 2018-2020.
Wang believes that after the current round of integration, product lines below 7.5 generations will be eliminated by the market.
Although it is recognized that flat panel plants, especially those still using amorphous silicon (a-Si) technology, will face the threat of closure, sources in Taiwan's FPD industry believe that product lines below 7.5 generations may not be available within the next five years. Will completely retire.
For example, HannStar only has a 5.3-generation line. Although the company’s revenue for 2017 was only NT$23.7 billion (approximately US$790 million) (BOE’s revenue for the same period was RMB93.8 billion, approximately 14.62 billion US dollars), but its annual gross margin reached 36.4%, higher than most competitors.
Infovision Optoelectronics is still making money in 2017, using a single 5-generation factory to produce small and medium size panels for notebook computers.
Chunghwa Picture Tubes (CPT) still started mass production in the new 6th-generation factory in 2017, although the company has suffered a loss for nine consecutive years.
Informed sources commented that with the 5G, the era of artificial intelligence (AI) and the Internet of Things (IoT) industry has established a new era of technology, it is recommended that small panel manufacturers use their expertise, skills and capabilities to develop niche market products because of the Products will still be the premier human-machine interface in the new era. DIGITIMES 3. Conveyance of mainland mobile phones intends to actively import Mini LED technology Accumulation of orders next year;
LED driver IC factory accumulation (3527) will be the fourth quarter of this year will be production of Mini LED backlight driver IC, and in the first quarter of next year began mass production. The market spread, accumulation has entered the mobile phone supply chain, and is now with a number of land Department of mobile phone manufacturers cooperation, is expected to have the opportunity to win more orders next year.
Micro LED technology is a new generation of display technology, which is expected to replace the development of a very mature LCD panel. The reason is that Micro LED has self-luminous, so no need for backlight module, with low power consumption, light and thin, the contrast is more than OLED. Because of the difficulty of Micro LED's massive transfer technology, Mini LED will be the first to be launched. The latest product information of major plants will be released as soon as the end of this year.
Earlier this year, the market was reported that land mobile phone brands such as Huawei, OPPO, Vivo and Xiaomi intended to introduce Mini LED technology into new machines introduced next year. Not only that, but Apple is also actively developing Micro LED technology, symbolizing a new generation of panel technology. Is gradually forming.
According to the supply chain, Mini LED modules cost about 2 to 30% more than LTPS panel modules, but they are still lower than OLEDs, and the Mini LED's production capacity is sufficient. There is no limited supply of OLED panels, so many land mobile phones The industry is actively deploying on Mini LED products and hopes to differentiate itself in the function of mobile phones.
Accumulation and ITRI's cooperation with Mini/Micro LED technology previously worked hard for a period of time, and the results will begin to grow explosively at the end of the year. Legal person said that the accumulated Mini LED technology has entered the mobile phone supply chain, Mini LED backlight module driver The IC will begin mass production at the end of this year and will be produced in volume in the first quarter of next year.
Not only that, the legal person pointed out that the accumulation has sent samples to mainland mobile phone brands and is now in the design in phase. The fastest news is expected by the end of this year. Accumulation is not only the layout of the mobile phone market, but also In cooperation with customers in the areas of wearable products, virtual reality headsets, etc., there will be an opportunity to receive orders next year.
Accumulation announced that in April this year, the consolidated revenue reached 277 million yuan, a monthly increase of 3.9%, rewriting a new historical high in a single month.
4. Shenzhen Tianma: Expansion of Phase II Wuhan production line, flexible AMOLED accurate position;
The company issued an announcement that the company signed the “Land 6th Generation LTPS AMOLED Production Line Phase 2 Project (Wuhan) Cooperation Agreement” with the Management Committee of Wuhan East Lake New Technology Development Zone, intending to expand the production capacity of the 6th generation LTPS AMOLED production line, and the total investment of the second phase of the project 14.5 billion yuan, after the completion of the second phase of the project, the sixth-generation LTPS AMOLED project and the second phase of the production line will collectively form a capacity of 37,500 flexible AMOLED display panels per month.
The production capacity of flexible AMOLEDs was further enhanced, and the industry's advantages were further consolidated. The company's AMOLED technology accumulated strong, Shanghai Tianma built the nation's first AMOLED pilot line, and Tianma Organic Lighting invested in the production of a 5.5th generation AMOLED production line at the end of 2013. In 2016, the line has shipped to smart mobile terminal brand customers, and HD and FHD products have been in volume production. The 6th generation LTPS AMOLED production line of Wuhan Tianma has been on April 20, 2017. According to the announcement, the company is currently Actively promote mass production of the production line, and it is expected to ship to brand customers during the middle of the year. After the expansion of the second-tier project, the production line will have the ability to produce 37,500 sheets of flexible AMOLED panel per month. The flexible AMOLED capability will be greatly improved, and the card position will show industry trends. , The advantages of small and medium-sized panel industry are further consolidated.
The Notch screen took the lead to break through, and the comprehensive screen took the lead. The small and medium-sized panels will continue to see innovation throughout the year. Notch screens, COF screens, and product iteration innovations are expected to bring product prices up.
In terms of technology, according to Tianma officials, on March 20th, Tianma and Huawei jointly launched HUAWEI NOVA 3e, Huawei's first notch full-screen mobile phone. The second-generation full screen adopts notch+ ultra-narrow design to overcome many technical difficulties. On the other hand, according to Qunzhi's consulting data, the company's total LCD screen shipments ranked first in the world in 2017. We believe that the company's technology and production will lead the way and will become the main beneficiaries of this iteration of mobile phone panel technology iterations.
High quality of customer resources and clear channel advantages. Over the years, the company has leveraged its own technology and quality advantages to cooperate deeply with major mobile phone manufacturers both at home and abroad. It has won many awards from outstanding mobile phone manufacturers and cooperated with brand customers to achieve product launch. The company is also a mainstream in many industries. Manufacturers panel for a supply. With the increase in mobile phone market concentration and the company's flexible AMOLED production capacity, we believe that the company's advantages will become more prominent.
5. Research institutions: Global OLED TV shipments increased by 115.8% year-on-year in the first quarter;
'TechWeb reported' on June 4 news, according to foreign media reports, smart phones are now turning to OLED screens, larger-sized TVs are also using OLED screens, reports released by research institutions show that the first quarter of this year global OLED TV Shipments increased by 115.8% year-on-year.
This news came from the market research institute IHS Markit, which recently released a report on the status of global TV shipments in the first quarter.
IHS Markit's report shows that in the first quarter of this year, global TV shipments were 50.6 million units, a year-on-year increase of 7.9%.
In the first quarter of TV shipments, LCD TVs still firmly dominated the market. In the first quarter, shipments were 50.1 million units, which accounted for 99% of all shipments. Shipments compared to the same period last year Increased by 7.5%.
Although shipments of LCD TVs increased by 7.5% year-on-year in the first quarter, IHS Markit’s report showed that the shipments of LCD TVs decreased by 3.6% year-on-year in 2017, and shipments increased in the first quarter of this year. Thanks to the decline in LCD panel prices at the end of last year and early this year, the upcoming World Cup has also led to an increase in the demand for television in emerging markets, especially in Latin America, which has led to an increase in the shipment of LCD TVs.
Compared with LCD TVs, OLED TV shipments in the first quarter of this year were at a disadvantage, but the growth rate was unusually significant. According to the IHS Markit report, OLED TV shipments in the first quarter of this year were approximately 470,000 units. Increased by 115.8%. (Chili Peppers) Techweb 6. Split consumer electronics TCL betting panel business;
Beijing Business News (Reporter Shi Feiyue) On June 4, the reporter was informed that TCL Group’s subsidiary TCL Multimedia Technology Holdings Co., Ltd. (hereinafter referred to as 'TCL Multimedia') will acquire TCL Group, Ningbo Yuanheng Juyuan Investment Partnership. The company (Limited Partnership) and Huizhou Guanlian Industrial Investment Co., Ltd. hold a total of 100% of the shares of TCL Commercial Information Technology (Huizhou) Co., Ltd. (hereinafter referred to as 'TCL Commercial Information') for a total consideration of approximately 793 million yuan. This move is also the restructuring of TCL Group's consumer electronics terminal business.
It is reported that the commercial information of the restructured target TCL is located in intelligent commercial information technology products and industry solution providers. It mainly provides commercial customers with one-stop services for software, content, integrated solutions and smart products, and the business is concentrated in smart hotels. In areas such as information release and security monitoring, it owns two wholly-owned subsidiaries and two associated companies.
At the performance level, TCL’s commercial information has continued to make profits in the past four years. In 2016, 2017 net profit after taxation was 37.405 million yuan and 109 million yuan, of which the overall gross profit rate in 2017 reached 16.82%, net profit margin (tax and special Net profit after project) reached 5.63%.
After TCL Multimedia acquires 100% of TCL's commercial information, TCL's commercial information will be changed from a controlling subsidiary of TCL Group to a controlling subsidiary of TCL Multimedia. TCL Multimedia is currently mainly engaged in the production and sale of TV products, and provides users with home Internet value-added services. .
Industry observer Hong Shibin pointed out that through the integration of the business, the two parties can fully realize the complementarity and synergy between the two sides in R&D, design, manufacturing, supply chain management, sales channels and brand promotion, and promote the TCL multimedia based on the big screen operation ecosystem. The family scene is integrated with family and pan-business scene business development, and further back-feeding and promotion of TCL Group's overall competitive advantage in the semiconductor display industry.
The TCL Multimedia Board of Directors believes that the acquisition will increase the company's revenue from software and services; allow the company to quickly enter the B2B industry with high growth potential; the acquisition will generate huge synergies and help create additional value for shareholders.
According to the capital structure adjustment plan released by TCL Corporation, the Group will gradually split the consumer electronics terminal business into TCL Multimedia listed in Hong Kong, enhance the latter's business scale and profitability, and build an international TCL brand electronic terminal industry group.
This restructuring is an important step in the implementation of the above plan. Next, TCL Group will gradually split the business of home appliances to TCL Multimedia, and TCL Group will become the capital market platform with Huaxing Semiconductor Display as its core business.
It is understood that in 2017, TCL Group completed the wholly-owned control of China Star Optoelectronics. Huaxing Optoelectronics completed the acquisition of Huaxian Optronics, a small- and medium-sized TFT-LCD/OLED display module business, in June 2017, and is also a subsidiary of TCL Corporation. Hua Juguang, a company engaged in the development of key technologies for printing and flexible displays, and Hua Rui Optoelectronics, which is engaged in the development of key OLED materials for its own IP, have jointly built a vertically integrated semiconductor display industry chain with Huaxing Optoelectronics as the core. The following new generation of display technologies and materials are Driven semiconductor display industry ecology.
Industry insiders believe that in the future, the TCL Group will exert its efforts on the semiconductor display industry, especially the production of LCD panels focusing on China Star Optoelectronics, which will help improve the performance of the TCL Group. According to the 2017 annual report released by the TCL Corporation, the company achieved revenue. 111.58 billion yuan, net profit 2.66 billion yuan, an increase of 66.3%. Among them, Huaxing Optoelectronics has improved its production capacity and maintained full-scale sales. Its sales revenue in 2017 was 30.48 billion yuan, a year-on-year increase of 17.6%.
In terms of product dimensions, Huaxing Optoelectronics TV LCD panel shipments ranked fifth in the world in 2017. Among them, the market share of 32-inch TV panel products ranks the second in the world, and the market share of high-profile and large-size products such as the 55-inch UD remains No. 1 in the country. Beijing Business Daily 7. The car shows the 2040 trend from the display to the MR;
Japanese audio and video display related companies, such as Panasonic, Pioneer, and Japan Display (JDI), etc., have been turning to the automotive display field after being frustrated by TV and mobile phones. At first glance, the annual sales of cars are not as good as those of mobile phones. The installation of a 50-inch or higher monitor seems to be going towards a narrow niche market, but Nikkei Business magazine reported that the development of automotive displays is far more imaginative than ever. The current business opportunities for automotive display systems are mainly audio-visual display entertainment and navigation. System, the screen is about 5~10 inches, taking into account the limited space of the car dashboard and the front window, it is difficult to further increase, not to mention driving must pay attention to the outside world can not be distracted, not much time to see the monitor. However, automatic driving technology Development and application will bring about changes. The consumer survey of Volkswagen Motors in Germany has shown that after the autopilot has replaced the driving task, the consumer expects the car to play, work, sleep, and play and work. Tasks will require bigger and better displays, as well as different display technologies. The car display is not just the driving and passenger needs of the car. The responsibility for accidents is sometimes outside the vehicle. Therefore, providing the necessary display for the neighboring vehicle or pedestrian is also the direction in which the automobile display can be developed. There is no solution to the problem of the space for the dashboard of the automobile. Therefore, the attention of the automotive display manufacturers is currently present. Placed on the head-up display (HUD), the previous window was used as the main display system, and introduced Augmented Reality (AR) technology in 2017 to allow the display symbols to blend with the external environment, avoiding the problem of distraction caused by the projection symbols instead. The use of automotive heads-up displays is expected to increase significantly due to the availability of technology. Market growth is expected to expire. Fuji Chimera Research, Japan's market research agency, reports that the global car heads-up display market will be in 2016 before the introduction of Augmented Reality Technology. This is 74.7 billion yen (approximately 682 million U.S. dollars) and 2025 is expected to increase 4 times to 30.58 billion yen. However, the current head-up display technology belongs to the projection display. The display range is limited. It takes up a lot of space in the front of the vehicle, and it causes projections to outside pedestrians. There is no problem with reminding information, but there is a lack of display in the car, so Sekisui Chemical, Sony, Japanese monitors, Sharp, Panasonic The factory is studying a transparent display that can be mounted on the windows of a car, turning all the windows into a display to meet the needs of the big screen. The Japanese display is expected to be made into a transparent window display by 2022. Sekisui Chemicals points out that it can be made in 2025. A full-color transparent display, Sony proposed a 49-inch window display, hopes to be popular until 2030. The window display is sufficient to provide driving information needs, but entertainment applications have to worry about whether it will cause danger, and the demand for work is insufficient. The next step in the display, the demand from 2030 to 2040, will be stereoscopic projection and mixed reality (MR), showing no longer only the dashboard or window, but any position in the car. Currently the relevant technology is still in the conceptual stage, but Pay attention to relevant manufacturers. DIGITIMS