1. The 6th-generation flexible AMOLED production line has a comprehensive yield rate of over 65%;
In the micro-message news (text/Lee), June 13, BOE revealed on the investor interaction platform that the company's sixth-generation flexible AMOLED production line in Chengdu has made good progress. As of March, the comprehensive yield rate has reached more than 65%, and now it has Capacity to climb the second phase of capacity.
Prior to this, BOE stated that Huawei was a long-term customer for the company and had cooperation in LCD and AMOLED. As the company's flexible AMOLED production capacity gradually increased, both parties are expected to further deepen cooperation.
Since the AMOLED flexible display has self-luminous, wide viewing angle, fast response time, high luminous efficiency, and excellent performance such as light weight, a flexible and flexible display is achieved in a breakthrough manner. In a full-screen mobile phone, a foldable notebook computer, a curved display, Emerging areas such as wearable devices and high-end vehicles have ample application space. In the coming years, the demand for flexible products will surely continue to rise. BOE has increased its investment to build factories, aiming to seize the future display market.
BOE is currently a panel giant in China and currently has two 6th-generation flexible AMOLED production lines in Chengdu and Mianyang, Sichuan. The Chengdu line is the first flexible AMOLED production line in China, and is the second-generation flexible 6-generation flexible production line in the world. AMOLED production line. The 6th generation of flexible AMOLED in Mianyang has also been completed. It is expected to reach volume production in 2019. (Proofread/Lee) 2. BOE has cooperation with Samsung and Huawei, and the market is expected to pick up;
Set micro-message news (text /Lee), June 13, BOE said on the interactive platform, BOE and Samsung have always maintained a good strategic cooperative relationship, related cooperation is steadily promoting China. Huawei is the company's long-term cooperation with customers, in the LCD Cooperation with AMOLED.
In addition, BOE also said that the company already has relevant prospective studies on graphene touch screens. Graphene touch screens have its technical advantages, but have not yet been produced on a large scale.
In response to questions raised by investors regarding components, BOE stated that the company’s overall gains in the first half of the passive component control were lower than the industry average, and effectively protected the company’s stable production and operation under the tight supply of the market. The company continues to deepen Component suppliers cooperate and actively develop new resources to further control costs while ensuring stable supply.
BOE pointed out that the company's second-quarter orders have increased compared with the first quarter, and the industry entered the peak season in the third quarter, and the market is expected to further pick up. (Proofread/Lee)
3. After 13 months, Huaxing Optoelectronics high-generation module successfully put into operation!
On June 12th, 2018, after 13 months of hard work, the TSMC Group's China Star Optoelectronics High Generation Module project was successfully put into operation. The production ceremony was held in the TCL Group module integrated intelligent manufacturing industrial park in Zhongfu District, Huizhou City.
Secretary of Huizhou Municipal Committee Li Weiwei, Standing Committee of Huizhou Municipal Committee, Secretary-General Xu Yunshu, Member of the Standing Committee of Huizhou Municipal Committee, Party Member of the Municipal Government, Secretary of the Zhongkai High-tech Zone Committee, Secretary of the Party Working Committee of Wuhu Ecological Wisdom District Yang Pengfei, Deputy Secretary of Zhongkai Gaoxin District Committee, Director of the Management Committee Zhang Lilan, Chairman of TCL Group, CEO, Li Dongsheng, Chairman of China Star Optoelectronics, Executive Director of TCL Corporation, Senior Vice President Huang Wei, Huaxing Optoelectronics CEO Jin Yizhi, TCL Multimedia CEO Wang Cheng and Huizhou Customs, Project Loan syndicate, Equipment Vendor Representative, Jianshe More than 180 representatives of the company and Huaxing Optoelectronics employees attended the ceremony and witnessed this important moment under the auspices of Huaxing Optoelectronics Vice President and General Manager of Huizhou Huaxing, Chen Shengzhong.
As the world's highest generation module production line project, China Star Optoelectronics High Generation Module Project is a supporting plant of Shenzhen Huaxing Optoelectronics G11 and G8.5. It is also an important measure for TCL Group to actively optimize the industrial structure and realize the integrated development of the upstream and downstream industries of the LCD industry. .
The site of the event, accompanied by Li Weiwei, Secretary Xu Yunshu, Standing Committee Member Yang Pengfei, Director Zhang Lilan, Chairman Li Dongsheng, Vice President Huang Wei, CEO Jin Yizhi, Vice President Wang Cheng, etc. Pressed the start button at the same time, the launch ceremony of Huaxing Optoelectronics high-generation module project officially Start, marked the initial victory of the project construction.
Huaxing Optoelectronics CEO Jin Shuzhi stated that the completion of high-generation modules can quickly respond to customer needs, realize integrated production of complete modules, shorten order cycle and material distance, increase supply chain efficiency, and increase the competitiveness of TCL Group's upstream and downstream industries. , TCL will make this project the most advanced and efficient module production line in the world.
According to Li Dongsheng, chairman and CEO of TCL Group and chairman of China Star Optoelectronics, the high-generation module project was successfully put into operation with a 13-month construction speed and was closely related to the support of governments at all levels. At the same time, Li Dongsheng strongly pledged that TCL Huaxing will uphold social creation. The purpose of value, go all out to promote the construction of the project, for the economic development of Huizhou, for the development of China's electronics industry, but also for TCL to achieve the goal of global business, make contributions.
Huizhou Municipal Committee Member, Party Member of the Municipal Government, Secretary of the Zhongkai District Committee, and Yang Pengfei, Secretary of the Party Working Committee of the Wuhu Ecological Wisdom District congratulated the smooth production of the project, and expressed that the future Huizhou Municipal Committee and the Zhongmu District Committee will continue to promote the TCL. The Group has grown and developed in Huizhou, and Huaxing Optoelectronics High Generation Module Project will be able to be bigger, better and stronger, stand up for the forefront of the industry, build a modern industrial system for Huizhou, and realize the power of “four countries in the forefront” contribution in Guangdong. !
The total investment of the TCL Group modular integrated smart manufacturing industrial park project is 12.9 billion yuan, including two high-level modules (9.6 billion yuan) and smart display terminals (3.3 billion yuan), covering a total area of 1.31 million square meters. The project was formally started on May 2, 2017 and officially put into production on June 12, 2018. After the project is completed, it will achieve an annual production capacity of 60 million display panels and 35 million smart TVs, becoming the largest and most advanced in the world. Module integrated intelligent manufacturing industry park.
4.Investment of 2.7 billion yuan! Chongqing Xinjing high aluminum silicon thin touch screen special glass substrate in August production;
Beijing time on June 13 news, a total investment of 2.7 billion Xinjing Glass Phase 1 project put into operation in the Liangjiang New Area in August can save costs for the downstream industry over 50%
It was learned from the Investment Promotion Bureau of Liangjiang New Area that the 'high-aluminum silicon touch screen electronic substrate and research and production base for high-alumina special functional materials' located in the Shuitu Hi-tech Eco-city has accelerated. At present, the first phase of the project is in the stage of equipment installation and debugging. Officially put into production on the month.
The reporter learned that the project was invested and built by Chongqing Xinjing Special Glass Co., Ltd. It covers an area of approximately 319 acres. It will construct two 50 tons/day air glass and touch screen electronic substrate production lines, a deep processing line and engineering technology center.
After completion, it will form an annual production capacity of 10 million square meters of high-aluminum silicon ultra-thin touch screen special glass substrates, and processing capacity of 6 million square meters per year. The project plans to invest about 2.7 billion yuan, and the first phase of the project under construction will invest approximately 12 million yuan. Billion yuan.
It is reported that the high-end special functional materials produced by the project can be widely used in new display touch screen cover glass and aviation, high-speed rail, new energy automotive windshield glass and other fields, with high strength, scratch resistance, impact resistance and other characteristics.
'Products break the technical barriers of Europe and the United States, will completely replace imports, help solve China's electronic information industry, long-term dependence on imports of imported touch glass and military-class aviation glass base materials limited by the situation in Europe and America. ' Chongqing Xin Jing special glass limited Relevant person in charge of the company stated that after the project is put into production, it can provide key basic materials for the downstream enterprises in the electronic information industry that have become a scale in Liangjiang New District, and the cost savings will exceed 50%.
The integrated circuit industry is one of the ten strategic emerging manufacturing industries in Chongqing. Through the vertically integrated cluster development model, Chongqing is forming a multi-standard, full-process integrated circuit industrial system consisting of 'IC design-IC manufacturing-package testing-industry matching'. .
At present, around the relevant industrial chain, AOS, Ziguang, BOE, Lai Bao Gaoke, Otis, Corning and other well-known enterprises have settled in Liangjiang New District. “High aluminum silicon touch screen electronic substrates and high-alumina special functional materials R&D and production base” will be promoted The layout of the industry-wide ecological chain of the “core-screen core” intelligent terminal in the Liangjiang New District will strengthen Chongqing’s ability to independently innovate in core technology fields, and accelerate the upgrading of Chongqing’s local industrial chain. This will in turn promote the construction of modern industrial systems and achieve high-quality economic development.
In the next step, the Liangjiang New Area will combine its own conditions and advantages, and the integrated circuit industry will develop in accordance with the '334' strategy: that is, lock the three major development directions, build three major support systems, and do a good job of four key projects. The first is the development of automobiles. Electronics-based integrated circuit industrial clusters, which integrate RF, power management, sensors, MEMS, compound semiconductors, and other integrated circuits, form a variety of product-rich IC industry clusters. Second, the development of a wide range of power semiconductors, It can not only serve mobile phones, laptops and other consumer digital terminals, but also can serve high-speed industries such as automobiles and robots. Third, it will seize opportunities to promote the storage chip projects as soon as possible. The official website of Liangjiang New Area
In May, the price of TV panels dropped by 32%, and stabilized.
According to Sigmaintell's supply and demand model, the supply and demand ratio of global LCD TV panels in the second quarter of this year was 9.4%, and supply and demand were seriously out of balance. The panel prices declined in April and May, and part of the size of the LCD TVs increased in volume. However, Under the panel factory's adjustment of production capacity strategy, it is expected that the drop in TV panel price starting in June is expected to converge, of which the price of 32 baht is close to the cash cost, and it is expected that the price will gradually drop and stabilize.
Qunxun Consultation pointed out that after panel prices experienced this round of downward adjustment, mainstream size prices gradually approached cash costs, resulting in more LCD TV panel production and facing more losses. Korea, Taiwan panel makers are considering adjustments. Momentum, to control output through production cuts, but there is still a factor that has caused panel makers to not explicitly cut production plans.
The Qunxun Consultation emphasized that in the face of a serious imbalance between supply and demand this year, the current adjustment of the rate of adjustment is the most effective way to adjust the imbalance between supply and demand. Because there are many influencing factors, whether the market can reverse the situation in the second half of the year and whether the supply balance will remain There is uncertainty.
6. Hisense Zhou Houjian: The focus of laser LCD TV image quality competition is in the backlight partition;
On June 13th, Zhou Shengjian, chairman of Hisense Group, delivered the keynote speech at the opening ceremony of Asia CES consumer electronics, and looked forward to the future of global display technology. He said that Hisense will unswervingly develop laser display and ULED technology. And achieved a major breakthrough in AI TV's speech recognition and image search technology.
'The television industry is in a turbulent eve, and all manufacturers are standing at the crossroads of choice, facing the choices of technology and product lines including LED-backlit LCDs, OLEDs, QLEDs and laser displays.'
Zhou Houjian stated that digital video production technology is advancing rapidly. Display technology as the core of TV has become a slower link in the industry chain. The existing image quality has not been able to truly 'impress' increasingly discerning consumers. The need for moving consumers to change machines is still the focus of future big-screen competition. Hisense believes that LED LCD TVs still have great progress in 'space'. This change is mainly centered on 'partition' – July of this year, Hisense It will release the world's leading ULED product with backlit 5000 divisions to meet consumers' higher pursuit of picture quality. At the same time, products up to 10000 divisions have also been completed in the laboratory.
In addition, Hisense will also be filming the third-generation ultra-high-definition image engine chip in July this year. The super-resolution, noise reduction, dynamic partition control and other algorithm technologies will continue to maximize the quality of display technology.
Hisense's 80-inch 4K laser television just released in May, suitable for viewing distance only needs 3 meters and the price is less than 20,000. Zhongkang data shows that the 21st and 22th weeks after this TV was released, Hisense laser TV was in China 80 The market share of the TV market in Fujian and above reached 61% and 65% respectively, which is unprecedented in the history of the development of Hisense TV.
Hisense believes that laser TV is about to form a huge 'market' and is already 'reconstructing' the entire upstream and downstream industry chain of the TV industry. Hisense, which already holds the second half of the global display technology 'boat ticket', has opened up to competitors. mind.
Zhou Houjian insists that the “front-of-the-night” television technology will soon be over and the future will be bright. Hisense’s “home” is always on the innovation of technology and products. He is most interested in the development and future of television.