1. Taiwan's touch card slot grab iPhone new single;
In recent years, Apple’s mobile phone technology has continuously changed and touched the supply chain at home and abroad; the latest foreign sources pointed out that in the future iPhone is likely to use OLED panels or touch screen fingerprints in all models, and China’s touch control industry will become a GIS. We are actively developing new technologies and look forward to the next generation of iPhone orders.
Zhou Xianying, chairman of GIS, disclosed that GIS is actively focusing on the fingerprint recognition module under the screen. Not only some brand customers have already opened a case, they are sure to get the relevant orders, and will be available for the next quarter at the earliest. There will be opportunities to see smartphones before the end of this year. The brand factory publishes a terminal product with GIS technology.
It is reported that, compared with the current fingerprint identification technology, fingerprint identification under the screen is to hide the touch module under the display panel. This technology can enable the smart phone brand factory to realize a real 'full screen' mobile phone, and the future users want to use fingerprints. When identifying, press your finger directly on the screen.
Zhou Xianying pointed out that at this stage, fingerprint identification under the screen is divided into optical and ultrasonic. The former has a simple technical process, but the identification efficiency is poor. The latter has high technical difficulty, but the identification quality is high. GIS focuses on ultrasonic technology, confident There will be more and more brand customers in the future.
Economic Daily provided
Although this year's new iPhone may not adopt under-the-screen fingerprint recognition, it is rumored that major manufacturers of Chinese and Korean smart phone brands will be adopted first. Once imported, this will be a great benefit for GIS, and it will also help future card generations of next-generation iPhones. Machine supply chain.
As for TPK, it may be reported that the iPhone may adopt an OLED panel in its entire machine. The panel display will have flexible features, but the touch panel technology cannot be bent. Therefore, TPK has developed nanosilver technology to meet OLED flexibility. Features, provide brand customers with more flexible product design.
TPK Chairman Jiang Chaorui pointed out at the shareholders meeting that the company has been in the upper stream material nano silver layout for five years. It is expected that this year will be 'Namyin's first year'. Apart from attacking folding mobile phone business opportunities, it will also be the first in the large-size market. Nano silver products.
It is reported that the only globally successful technology in nanosilver technology is Cambrios held by C3 Nano and TPK in the United States; C3 Nano is concentrated in the development of thin films, and the nano silver layout of TPK is locked in upstream nanosilver materials, coating, pattern ( Patterning), affixed to modular one-stop production, this is TPK's first mastery of upstream materials. Economic Daily
2. Jointly built optoelectronics and National Star Optoelectronics world premiere Mini LED;
In an industry, only by persisting in innovation can we march forward in the Red Sea in the market and continue to rejuvenate. The LED industry is like this.
The LED industry is like this. In recent years, with the maturity of small-pitch LED display technology, the mid-to-high-end, small-pitch LED display market has experienced explosive growth. At the same time, some industry leaders with keen sense of the market are actively seeking breakthroughs. For the next generation of panel technology mainstream Mini LED emerged in this situation, becoming the main trend of the development of ultra-high-definition LED display.
Lianjian Optoelectronics is a well-known LED display solution provider in China. It has high interest in Mini LED display technology and actively researches and develops R&D innovations in products. At present, it has achieved a phased achievement. June 8, 2018 Shangri-La Hotel, Guangzhou , Lianhe Optoelectronics and Guoxing Optoelectronics domestically debuted Mini LED. This product is further optimized in SMD and COB technology, which effectively solves the problem of ink consistency, splice, light leakage, protection, and maintenance of LED display screens. It is the industry change brought by the two companies that insist on innovation, and it will be a memorabilia in the history of the LED industry!
What is Mini-LED?
Mini LED uses a more precise device and a new packaging method to achieve a 0.2-0.9 mm pixel display. Compared to traditional SMD lamp packaging technology, LED lamps with Mini LED display are assembled in a four-in-one array. The method, with higher integration, can overcome the limitation of the traditional SMD single lamp package size, and easily achieve smaller spot spacing below 1mm.
How is it more perfect?
The Mini LED was built with matt black integrated package design, and tested for sorting and compounding. Compared with traditional small-space SMD and COB lamps, it has better ink consistency and display color uniformity, and the contrast is higher. , Reflectivity is smaller, to achieve ultra-clear picture quality without losing detail, more perfect display.
How to be more stable?
The lamp of the Mini LED display was built with a frame pin design to optimize the number of pins, which solved the problems of welding firmness and bumping, and therefore had higher protection and reliability. The lamp board was in normal transportation and installation process. The light off situation will hardly happen. At the same time, due to the special design of the back of the lamp tube, the difficulty of lamp replacement is reduced, maintenance is more convenient, and the cost is lower.
Where are the market prospects?
The launch of the newly-built photoelectric Mini LED display further enriched the company's product structure and preempted the layout of next-generation display technologies. According to a joint R&D engineer, the Mini LED display is expected to begin mass production in July 2018. Large customers are highly concerned and have generated intentional orders. Thanks to the technical advantages of the products, the joint construction of optical Mini LED displays also has a wider range of applications, such as high-end indoor display, small-pitch rental, touch screen, etc. The advent will continue to accelerate the process of LED display replacing DLP, LCD and projection. At the same time, on the occasion of the US infocomm exhibition on the other side of the ocean, Lianhe Optoelectronics will also exhibit the Mini LED display case for the first time in the world, which will be triggered at the exhibition site. A wave of tides, strong attracting traffic, leading the core trend of the entire infocomm display industry, strong response from overseas markets.
Mini LED Market Forecast
At the same time, at the US infocomm trade show on the other side of the ocean, Lianjian Optoelectronics also exhibited the Mini LED display case for the first time in the world, which triggered a wave at the exhibition site, which strongly attracted traffic and led the core trend of the entire infocomm display industry. , Strong response to overseas markets. Projection era
3.Our OLEDs have no rivals? Micro LEDs can be mass-produced for at least 5 years;
Micro LED technology is to make the LED backlight thin film, miniaturization and array, it can make the LED unit less than 100 microns, as OLED can address each pixel separately, individually drive light (self-luminous). This technology The advantage is low power consumption, high brightness, super high color saturation, fast response, long life, etc. It is considered as a strong contender for OLED technology.
Micro LED technology is not yet mature
Taiwan's panel companies in China have been actively promoting the development of Micro LED technology. As LG Display and Samsung Display in South Korea have monopolized the entire OLED panel area, panel makers in mainland China are also investing heavily in OLED panel technology, so the Taiwan region panel The factory very much hopes to make a contribution to Micro LED technology, so as to achieve a curve overtaking.
However, Taiwan's panel maker AUO has said that there is no specific development road map and production time for the Micro LED display products. This means that it may take a long time before the Micro LED panel is put into production. Before the industry people said that the Micro LED technology is at least mature. It will take 3 to 5 years to achieve mass production. It will take longer to truly scale.
OLED TV will further occupy high-end TV market in the future
Taiwan, China, has two major panel manufacturers, namely AU Optronics and Hon Hai, and AUO will undoubtedly give the Micro LED a very cold water soon. It is worrying that this will give The future progress of the panel industry will bring about major changes in technology. OLED technology currently has no rivals in the high-end market and will further increase its share in the next few years.
Zhongguancun Online
4. Break the overseas monopoly of flexible displays! Tianma G6 panel production line is being produced in Han.
Hubei Daily News Hubei Daily News (Reporter Li Mo, Correspondent Lu Jin, Zhang Yanfen) June 8, Total investment of 12 billion yuan Tianma 6th generation LTPS AMOLED production line (referred to as G6 project) Phase I, Intelligent in Wuhan Optical Valley The manufacturing industrial park was mass-produced and shipped to major brand customers. At the same time, Tianma announced a chase of 14.5 billion yuan to launch the second phase of the G6 project to build the world's most advanced display panel production line.
AMOLED's full Chinese name is active matrix organic light-emitting diodes. The production of this product is a 6.01 inch 18:9 OLED full screen, resolution of 2160 × 1080, can be widely used in smart phones and other terminals.
In April 2017, G6's first-stage production line was successfully lit, including two major technologies, rigid and flexible display. This is the first successful 6th-generation AMOLED production line in China.
According to Chen Hongliang, chairman of Tianma Group, the 6th generation display panel of Tianma can achieve high contrast, excellent color performance, faster response, and ultra-lightweight, low temperature resistance, ultra-low power consumption, suitable for flexible display, transparent display, representing the world The trend of panel technology upgrade. The mass production of the Wuhan base marks the beginning of large-scale industrial application of this technology.
According to the technicians, with the mass production of new production lines, Tianma can not only produce advanced LTPS (low-temperature polysilicon) substrates, but also have complete OLED evaporation, packaging and other core process capabilities. Supports from rigid screens, flexible screens to flexible touch screens. Cutting-edge manufacturing provides high-quality flat and curved displays for mobile smart terminal products such as smartphones and tablet PCs, emerging market products such as VR (Virtual Reality), AR (Augmented Reality), smart wearables, and foldable devices.
Huawei, Xiaomi, Asus, Lenovo, Hammer and many other display industry partners witnessed this landmark milestone in China's display of technological leapfrog development and attended the Tianma Global Supplier Conference.
At the launching ceremony, the second phase of the G6 project that started synchronously attracted much attention. This is the third display panel production line that Tianma has invested and constructed since the establishment of the 4.5th generation line in the Optics Valley in 2008. The second phase of the G6 production line is mainly Production of 5-15 inch Full HD, Ultra HD flexible AMOLED display, is expected to start production in 2020.
It is reported that after the G6 Phase I and Phase II production lines are fully put into operation, they can annually produce 55 million AMOLED display panels with an annual output value of over 18 billion yuan.
At this point, Optical Valley has gathered five small and medium-sized display panel production line, the investment intensity of nearly one hundred billion yuan, is currently the country's largest small and medium size display panel R & D and production base.
According to the Changjiang Daily: Tianma flexible screen production volume to break the overseas monopoly Huawei Xiaomi phone will use 'Wuhan screen'
Wuhan Tianma Microelectronics Co., Ltd. Modernized Production Workshop Reported by Gao Yong
Changjiang Daily News (Reporter Li Jia correspondent Shen Chao Lu Jin) Wuhan Tianma, which once had the first flexible display of Optical Valley, reported good news: On the 8th, Tianma's 6th generation OLED production line was mass produced in advance.
The appearance of smart terminals will be completely changed
Last year, this production line became the first in the world to produce the 6th-generation AMOLED production line with simultaneous lightening of rigid and flexible display screens. In just over a year, Wuhan has achieved a world-class breakthrough in the new display-oriented strategic industry. This line of flexible displays, which will be off the assembly line, will represent China as the first to break Japan-Korea monopoly and will be installed on mobile phones or various types of portable wearable devices in the future to completely change the appearance of smart terminals.
Flexible screens are called OLEDs. Compared with traditional LCD screens, they have features such as low power consumption, high brightness, rich colors, lighter weight, and flexibility. The flexible screen can not only make the mobile phone frameless design possible, but also can be made into various A variety of surface products, such as foldable moving theaters, transparent flexible smartphones, flexible smart backpacks that can 'talk', etc., are used in smart homes, sports fashion, intelligent transportation, robotics and other fields. According to foreign media reports, current smart phones All of them are turning to OLED screens. Larger TVs are also using OLED screens.
Flexible screen mobile phones are considered to represent the top-end products of smartphones and are the mainstream of future display products. With the 6th-generation LTPS AMOLED production line of Tianma officially mass-produced, Huawei, OPPO, Vivo, Xiaomi, Lenovo, Meizu, ASUS, Hammer and other customers Are expected to usher in the application of domestic AMOLED screen.
On the 8th, at the 6th generation OLED production line production ceremony in Wuhan Tianma and Tianma Global Supplier Conference, Huawei, Xiaomi Technology, Lenovo, Asus, Hammer Technology and other senior executives attended the meeting. The deputy president of the association, Ding Xiaohui, revealed that the latest launch A Motorola mobile phone is used by Wuhan Tianma's new AMOLED screen.
Wuhan Tianma is the first to cross from 0 to
In the field of flexible screen production, South Korea’s Samsung has become the dominant player in recent years. In 2016, Samsung accounted for almost 99% of global AMOLED screen panel shipments.
With the mass production of Wuhan Tianma, which can produce rigid screens and flexible screens at the same time, this Samsung’s absolute preemptive field was ripped apart. Just this month, Tianma invested RMB 14.5 billion in the construction of the 6th generation LTPS in Han. AMOLED production line II. According to reports, the Wuhan Tianma Sixth-generation line will achieve full-flexibility upgrade. After the first and second phases of the 2020 project are put into full production, the company will annually produce 55 million AMOLED display modules with an annual output value of over 18 billion yuan.
Following the China Star Optoelectronics Co., Ltd., the 6th-generation flexible LTPS-AMOLED production line project built by Hanjian Co., Ltd. is expected to be put into production in 2020.
The mass production of the 6th generation of Tianma OLED production line will further enhance the overall strength of China's strategic new display industry, and promote the leap-forward development of China's high-end display panel industry. The industry estimates, with the addition of AMOLED products such as China Star Optoelectronics, BOE, Tianma, etc. The line will be mass-produced one after another. By 2020, the 1% of market space that was initially forced will exceed 25%.
Observed
Wuhan has about 2020
Pre-layout to win trillions of display clusters
What would you like to tell you in Wuhan in 2020? She may tell you that 5G may be the first to cover the Yangtze River Delta region including Wuhan. At that time, there will be more than 50 billion terminals and devices connected to the world. At the Tokyo Olympic Games, people used foldable smart terminals to watch the Olympic Games through VR/AR.
Whether it is the arrival of the 5G era or the approach of smart life, the smart display industry has become an important support and foundation for the technological revolution that carries intelligent hardware, the Internet of things, and virtual reality.
As early as four years ago, Wuhan was aiming at the most promising mainstream display technology in the world's high-end application market, introducing Wuhan Huaxing Optoelectronics with an investment of 16 billion yuan. Tianma, a display giant with long-term investment in Wuhan, followed up with another RMB 12 billion. Build a production line to create a small and medium size display.
Last year, China Star Optoelectronics invested 35 billion yuan in Hannui to create the sixth-generation flexible LTPS-AMOLED display panel production line project (t4) to produce display panels for 3-12 inch high resolution flexible and foldable smartphones.
On June 1st this year, Tianma added 14.5 billion yuan to invest in the second phase of the 6th-generation LTPS AMOLED production line, which will transform Optics Valley into a Tianma OLED headquarters base.
In the same year, one of the largest and largest LCD panel projects in the world, BOE Wuhan's 10.5 generation line was opened to fill the gap in Wuhan's large-scale panel area.
Three tens of billions of yuan 'carriers' have set sail. In 2020, Wuhan, the three giants of display giants, will enter the full harvest period: After the normal production of Han's BOE 10.5 generation line, it can realize a monthly investment of 120,000 tablets, 214.7 Annual revenue of more than RMB 100 million; In this year, Wuhan Huaxing Optoelectronics t4 project will achieve mass production. After the full production, it will meet the total demand of 5% of the nation's AMOLED smart phone screen. After the Wuhan Tianma G6 production line I and II projects are fully put into production, Annual production capacity of small and medium-sized AMOLED display modules is 55 million pieces, with an annual output value of over 18 billion yuan.
The total investment in the display panel industry in Wuhan has already exceeded 100 billion yuan. The display panel is a capital and technology-intensive industry. In order to produce a smart phone, 70% of the cost is on the panel, and the industrial pull effect of the panel is usually 1:10, which means that Or can promote the upstream and downstream trillion-level investment clustering. Wuhan 'core screen-end network' trillion of clusters, accelerate the composition; Optical Valley to form a global advanced technology, high-end products, the largest semiconductor display industry base, the future can be.
(Changjiang Daily reporter Li Jia)
5. The world's outstanding supplier of Hongxin Electronic Tianma Group is the only one in Fujian Province;
Xiamen Daily (Reporter Li Xiaoping) Yesterday’s reporter learned that at the Tianma Group’s Global Supplier Conference held in Wuhan, Xiamen Overseas Credit Co., Ltd. became one of its outstanding suppliers. This is also the only company selected in the province. As a domestic technology level , A leading FPC supplier, Hongxin Electronics has the first double-panel 'roll-to-roll' production line in China, and is also the city's first national-level pilot demonstration project for smart manufacturing.
As a representative of the national competitiveness of China's display industry, Tianma is driven by technology and markets. After more than 30 years of accumulation and development, Tianma has become an important builder of the global display panel new system. Last year, Tianma LCD full screen global market share reached 26%. , ranking first. At the same time, it took the lead in the overall layout of the domestic LTPS, OLED and other new display technologies. In the fourth quarter of last year, Tianma climbed the rank of global LTPS (low-temperature polysilicon) shipments. Last year, Tianma vehicle instrument shipments reached The second largest in the world, it is continuously increasing its research and development efforts.
At present, the flat panel display industry chain in our city is gradually improving. Upstream companies including the Tianma Group are continuously gathering in our city. Currently, our city is already one of the important industrial layouts of the Tianma Group, and its sixth generation LTPS production line. It is also the most advanced LTPS production line in China. It was born in Xiamen Tianma Microelectronics, a subsidiary company based in Xiamen. Our company's Hongxin Electronics is also a long-term and stable partner.
As one of the most growing companies in the FPC industry, Hongxin Electronics is currently ranked 15th in the global FPC industry. In addition to the needs of the mobile phone and tablet industries, Hongxin Electronics is closely following the market demand, focusing on the development of automotive FPC products. Strengthen technology reserves in the areas of 5G, Internet of Things, wearable devices, medical care, etc. Next, Hongxin Electronics is expected to welcome opportunities in the fields of consumer electronics, automotive electronics, medical electronics, industrial control equipment, and smart security. Its rapid development is conducive to perfection. The city's flat-panel display of this one hundred billion industrial chain, to attract more upstream and downstream enterprises to move closer to the city.
6. Taiwan's touch dual HQ Q3 capacity utilization is expected to climb
With Apple’s new iPhone coming out in the third quarter, Apple's supply chain at home and abroad is expected to start warming up early next season and actively ship before the end of the season. Among them, China’s touch industry has become a GIS and Weihong TPK is expected to use capacity in the next season. Will be significantly higher than the season, to meet customer demand.
According to legend, Apple will release three new iPhones in one breath this year. Demand for parts and components is greater than the same period of last year. Therefore, the supply chain may ship ahead of schedule to meet Apple's needs. GIS, TPK will be responsible for supplying new iPhone touch-fit parts. , It is expected that the operation will break out in the second half of the year.
Zhou Xianying, Chairman of GIS, pointed out that the company expects the capacity utilization rate to increase significantly from the third quarter and reach close to full capacity. The utilization rate of the second half of the year will be significantly stronger than that of the first half of the year. However, whether the product shipment strength can last longer will depend on the customer. New sales conditions.
As for TPK, Dongzai Jiang pointed out that the second quarter of this year is the bottom of the year. The worst will be passed. The third and fourth quarters will 'begin to heat up', suggesting that the new Apple machine will start pulling goods, which will help TPK capacity utilization. rising.
According to the legal person, Apple's relevant supply chain is expected to start at the end of the season and it will start stocking at the beginning of the next season. It will wait until the end of the third quarter to force Apple to pull goods, including Daliguang, Kecheng, GIS, TPK and other component factories are all preparing for the war. , Prepare to catch food once a year iPhone orders business opportunities. Economic Daily