In the micro-network news (text /Lee), BOE recently disclosed the latest status of the company's various production lines during the agency survey, and stated that the company's existing production lines are operating steadily.
It is disclosed that BOE's production lines below 6th generation will gradually shift to application products such as automotive, industrial control, electronic labeling, and medical display segments and sensors; Chongqing, Hefei, and Beijing's three 8.5-generation lines will be flexibly adjusted according to market demand. Structure, corresponding to LCD mobile phone display, notebook computer display, display type display and 32-65 inch TV display; Fuzhou 8.5 generation line will apply cut-cutting technology, focusing on the layout of 43-inch TV display and some curved surface products.
Hefei's 10.5-generation line capacity was designed to produce 120,000 pieces per month, and it has been in volume production in March. The layout will further make up for the supply shortage of 65-inch and larger size products, further increase the company's market share and integration in large-size TV LCD panels. Competitiveness, expected to be fully produced in the first half of 2019.
In terms of OLED, the 6th-generation flexible AMOLED production line in Chengdu was put into production on May 11, 2017, and it achieved volume production in October. The production line uses ultra-high resolution, ultra-thin panels, ultra-narrow frames, etc. Advanced technology, the product is mainly positioned in smart phones and wearable devices for the new semiconductor high-end touch flexible display.
The 6th-generation flexible AMOLED production line in Mianyang is currently under construction and is expected to be put into production in 2019. The company announced that it will invest in Chongqing's sixth-generation flexible AMOLED production line project in Chongqing, with the same total investment as Chengdu 6th-generation line and Mianyang 6th-generation line, all RMB 46.5 billion. Yuan, with the same design capacity, all at 48K/month. As these three or more flexible AMOLED production lines are put into operation one after another, they will be able to establish the company's competitive advantage in the flexible AMOLED field, which will enable the company to provide high-quality products for global brand manufacturers. Quality of flexible AMOELD screen capabilities.
BOE said that as the company's production capacity is gradually enriched, it will exert the synergistic effect of the multi-product line in the future and maintain the flexibility of the product structure within the group. The product categories of each line will tend to be centralized and standardized. (Proofread/Lee)
2.18Q1 smartphone full screen panel shipping penetration over 40%
The full-screen mobile phone products began with Samsung, but the full-screen products of Chinese brands began to be listed on the Q4 market in 17 years. Although the full-screen mobile phones were popularized in the Chinese market relatively late, the growth rate is very alarming. Chinese mobile phone brands have become the standard for new machines. In addition, with the rapid popularity of special-shaped screen products, the overall screen trend has entered the 2.0 era. Leveraging the application of special-shaped screens in Apple and Chinese brands, including a comprehensive screen including special-shaped screens. The panel will become the mainstream specification of the global smart phone panel in 2018.
The popularity of the mobile phone market's overall screen trend is also directly reflected in the panel manufacturer's shipping product structure. According to Sigmaintell's data, the global smartphone panel shipments in the first quarter of this year approached 420 million units, including full-screen panel output. The number of goods is 180 million pieces, the penetration rate is over 40%, and the full screen size has rapidly penetrated into the smart phone panel shipment.
From the panel manufacturer's point of view, panel makers with better customer and technology advantages have a more positive attitude towards full-screen and special-shaped screens, and the overall shipping performance is also getting better.
SDC (Samsung Display) As the world's most important AMOLED supplier, has always been at the forefront in leading the frontier technology and trend. Samsung Galaxy S and Note series and Apple iPhoneX mobile phone use AMOLED full screen to drive SDC to become smart phone comprehensive The main force of screen panel shipments. SDC shipped more than 50 million units in the Q1 full-screen panel, which accounted for more than 1/4 of the market, reaching 28%.
Full-screen and special-shaped screen technologies have also begun to take an increasingly important share in LCD products. China's mainland panel makers Tianma and BOE rely on LCD product advantages and good cooperation relationship with domestic mobile phone brands, the total number of panel shipments in Q1 Nearly 35 million and 20 million pieces, respectively, accounted for 19% and 10% of the market. The large-scale listing of domestic mobile phone brand full screen mobile phones and the close cooperation between Tianma and the four major mobile phone brands will push the Tianma Q1's full-screen panel shipments. To the second place in the world, the first place in the LCD field.
2018Q1 global smart phone full screen panel manufacturers shipping ranking and proportion
Taiwanese company AUO ranked third in Q1 global smart phone shipments of full-screen panels, garnering 14% of the market share and shipping more than 25 million units. AUO is highly competitive in terms of product quality and price, and the mainland Mobile phone manufacturers Huawei, Oppo and Vivo also have a good relationship of cooperation. These advantages all make AUO perform well in the shipment of full-screen panels.
Other panel makers are quite satisfactory in terms of overall screen shipments, especially overseas mobile phone brand customers or panel makers mainly focusing on a-Si LCD products. Customers and products will still need further shipments of full-screen panels. Work hard.
In summary, Sigmaintell believes that full screen has become one of the most important specifications in the smartphone panel field in the short term, and with the development of a full screen into the 2.0 era, it will increase the overall screen product for panel makers. The strength of the company will directly affect the overall shipment and profitability of the company's future.
3. Continuous expansion of small and medium size AMOLED production capacity, oversupply pressure may emerge
According to the latest observation of WitsView, the global micro-sized AMOLED panel production capacity continues to expand. It is expected that the production area of small- and medium-sized AMOLED panels will reach 13.6 million square meters in 2018, a 51.1% increase over last year. The new capacity of the Chinese panel makers has been launched one after another. It is expected that the production area of AMOLED panels of medium and small size will climb to 27.3 million square meters in 2021, which is a multiplication trend compared to 2018.
WitsView Research Associate Fan Bojun pointed out that after the adoption of the Apple iPhone series, AMOLED panels have become the focus of market chase. Samsung Display (SDC), which has absolute leading edge in productivity and technology, has become the biggest beneficiary. But the mobile phone market has entered the 2018 After the off-season in the first quarter, the demand for AMOLED panels began to decline significantly, which in turn dragged down the SDC's performance rate in each production line, forcing SDC to actively adjust its pricing strategy, narrowing the spread between AMOLED and LTPS panels, and gradually improving the production lines of various production lines. Momentum. However, due to the huge drop in demand for mobile phone panels during the busy season and the excessive concentration of customers, SDC decided to slow down the investment plan for the subsequent Gen 6 line.
A large number of production capacity in China was opened, and the proportion of production capacity in 2021 was nearly 40%
Due to the thirsty demand for AMOLED panels from Chinese brand manufacturers and the incentives of government subsidies, China's panel makers are still seeing new investments in AMOLED panels. In addition to BOE, the first Gen 6 flexible AMOLED will be produced in Chengdu at the end of 2017. Outside the panel production line, Tianma will be available in 2018. Wesino and other companies are expected to mass-produce the Gen 6 flexible AMOLED production line. In the following years, including Hehui Optoelectronics and Huaxing Optoelectronics, both have also planned a new production line production project, AMOLED. The panel production line will be blooming all over China. It is estimated that the proportion of production area of China's overall small and medium size AMOLED panel will increase from 16% in 2018 to 37% in 2021, while the share of South Korea will decrease from 81% to 53%.
Oversupply pressure emerges, laptop panel, on-board panel to help capacity reduction
In the upsurge of investment in AMOLED panels, oversupply concerns began to surface. Even the current market leader, SDC, must make a trade-off between capacity reduction and profitability. WitsView believes that rigid AMOLED production capacity has stabilized and will no longer After large-scale expansion, in addition to mobile phone panels as the main application of the current capacity, the active exploration of new notebook computers, panel panels and other new markets will be the next wave of focus.
As for the flexible AMOLED production capacity that the panel maker actively expands, it depends on when the folded AMOLED handset will come out. In addition to the opportunities for folding AMOLED mobile phones to create new changes and applications in the smart phone market, the mobile phone screen is more traditional. Double the number of smart phones, but also have the opportunity to become a major tool for manufacturers to increase production capacity.
4. Japanese thin TV shipments increase for the first time in 3 months; 4K increases by 60%, OLED decreases by 10%
According to the statistics released by the Japan Electronics and Information Technology Industry Association (JEITA) on the 20th, domestic thin TV shipments (including 4K TVs, OLED TVs) in May 2018 increased by 1.6% from the same month last year to 334,000 units, 3 For the first time in months, growth has taken place. Since April 2018, statistics have been added to the OLED TVs in the thin TV shipment data.
Among them, Japan’s 4K TV shipments (excluding OLED TVs) was 136,000 units in May, a surge of nearly 60% (56.9%) year-on-year in the same month of last year. The number of TV shipments increased for the 12th consecutive month, accounting for overall thin TV shipments. The proportion was 40.7%; Japan’s 4K TV shipments were 23.5 billion yen for the month, accounting for 71.2% of the overall thin TV (33.1 billion yen).
In May, Japan’s OLED TV shipments were 10,000 units, down by about 10% from the previous month (11,000 units in April 2018). In May, Japanese OLED TV shipments were 3.1 billion yen (previous month was 3.8 billion yen. ).
During the period from January to May in 2018, Japan's thin TV shipments contracted by 3.1% year-on-year to 1.774 million units, of which 4K TV shipments increased by 24.3% to 688,000 units.
In addition, shipments of Blu-ray Disc (BD) players in Japan increased by 21.3% to 219,000 units in May from the same month of last year. This was the first time in three months. DVD player shipments grew by 7.8% to 33,000 units. For the first time in 20 months, growth has taken place.
In May, Japan’s car navigation system shipments grew by 2.5% to 426,000 units in the same month of last year, showing an increase for the fifth consecutive month.
In terms of shipments, shipments of domestic Minsheng electronic equipment (video machines + audio-related equipment + automotive AVC machines) in May increased by 6.6% from the same month of last year to 100.1 billion yen, the first increase in three months.
Among them, shipments of thin-film TVs and other imaging machines in Japan grew by 11.0% to 50.9 billion yen in May, the first increase in three months; shipments of audio-related machines such as MP3 music players grew 7.7% to 7.4 billion yen, 7 For the first time in months, growth has occurred; vehicle AVC shipments, such as car navigation systems, grew by 1.5% to 41.8 billion yen for the third consecutive month. MoneyDJ
5. Crystal Power: Q2 condition is not as expected, VCSEL sensing product is expected to launch Q4
LED epitaxial plant Jingdian held a shareholders meeting on the 21st, Jing Ming, general manager of Crystal Power said that due to lighting and backlight-related demand is not as expected, the second quarter may not be as expected, but the overall performance of the third quarter should be able to warm , Better than the second quarter, the initial estimate of the July revenue may not be very different from the June, but it is expected that the August performance will rise significantly.
In terms of product line performance, Zhou Mingjun pointed out that in the lighting products segment, customers are still digesting inventory in the second quarter, but in the third quarter, lighting performance should be better than in the second quarter due to stocking needs such as Thanksgiving and Christmas. In the backlight part, due to the apparent increase in demand for TV backlighting and the active expansion of mobile phone backlight products in the mainland, this third quarter will also be better than the second quarter; for Blu-ray products, the third quarter performance is expected to be harder than the same period of last year, but four. Yuan products will continue to grow; the proportion of four-Yuan LED's revenue has increased from about 25% in the past to the current level of about 35%. It is estimated that the proportion of four-Yuan LED's revenue in the second half of the year should be between 30% and 40%. .
In terms of VCSEL (Vertical Resonance Cavity Surface-Laser) foundry business, Zhou Mingjun pointed out that in addition to the significant growth in the sales volume of VCSEL epitaxial wafers originally used for data transmission, Jingdian also began to promote products for sensing applications. And is expected to launch in the fourth quarter. MoneyDJ