1. Nearly a thousand vendors gathered for the June 3D Glass Show;
Micro-grid news, 3D curved glass bending machine, currently sold more than 1,000 units, not much, there are about 20 companies in the normal delivery of cover companies, the initial investment of more than 100 million yuan in the initial estimate There are more than 50, more than 300 million more than 20, 2018 - 2019 procurement demand more than 200 million, there are at least 30 or more, procurement needs more than 600 million of no less than 10.
There are more than 80 known cover glass companies that are considering entering this field, and many do 2.5D glass. The current bending bending machine companies have more than 160 large-scale monthly calendars, including CNC, lamination, inspection, coating, and materials. , with the ability to participate in and wait and see not less than 1,000.
However, only a few companies, such as Bourne, Lansi, BYD, and Yahua, currently have large shipments. A considerable part of the company's production lines are pulled up, and they are on the sidelines due to technical or market factors.
As the front 3D cover requires OLED flexible screens, Samsung has an absolute advantage over the flexible display, resulting in the limited production capacity of 3D glass is limited to two or three companies. This situation will break in a certain period of time in 2019; In 2019, more than 70 million flexible display screens are expected to come on stream. The demand for 3D glass front covers will be very large. Huaxing Optoelectronics will have a flexible screen at the end of the year, promising a large number of shipments in 2019. These markets are positive. Large-scale liquid crystal module factory and 3D glass cover plant, it is a great chance.
With the approaching of 5G communications business, the material of the mobile phone body will be gradually mixed with glass, ceramics, and materials for signal transmission needs. The original fiery metal shell will be gradually replaced. Including Apple, Huawei, Samsung, OPPO, vivo, millet. Other brands of mobile phones and Foxconn, BYD, Lansi, Byrne, Yahua, Vogge, Rui Sheng and other industrial chain companies are investing in R&D and manufacturing of 2.5D and 3D glass. Some brands use 3D glass for high-end models. , Value and differentiation make the phone in short supply.
According to the analysis of the 3D curved glass industry branch of the China Communications Industry Association, the investment in 3D curved glass has exceeded 560 billion in the last two years, and the investment in supporting equipment and equipment has exceeded 20 billion. The demand for 3D glass on mobile phones will increase by over 100 million pieces per year. With BOE, the supply of Huaxing Optoelectronics mobile phone flexible screen in 2019 will greatly increase the application of 3D curved glass on the front cover of the mobile phone.
The application of 2.5D and 3D glass in smart phones, smart cars, industrial control and smart terminals will bring more opportunities to the full-screen mobile phone and 3C industry, including flexible display, automation equipment, robots, ceramics, wireless charging, machine vision , FPC, SMT, PCB and other fields bring new equipment material requirements.
Sponsored by Sino-Swiss Convention and Exhibition, June 21st to 23rd, Shenzhen Convention & Exhibition Center, the industry's largest 3D curved glass + mobile 3C exhibition (Touch China2018) will be held in halls 2, 3, 4. GIS Industry Group, Berne Optics, Dijing Optoelectronics, Vogel Optoelectronics, Yahua Electronics, KUKA, Fanuc, UPro, Taichung Seiki, Sanhuan, Sunlord, Huagong, Liande, Jiujiu Seiko, Blue Eyes and more than 500 homes Exhibitors participate in the exhibition. 3D curved glass, full screen technology, mobile phone ceramics, metal casing, mobile phone automation, optical fingerprinting and camera technology, 3C creation, FPC & PCB electronic automation, wireless charging, machine vision, AO testing, new materials and other enterprises .
During the same period, the 3D Glass & Flexible Display Full Screen Summit, Mobile Phone Ceramic Powder Processing Summit, China 3C Industry Intelligence Summit, 2018 (2nd) Intelligent Manufacturing Equipment Summit Forum, Wireless Charging Summit and other experts gathered, are mobile phones and 3C industry ( Communication, computer, consumer electronics) excellent platform for technicians.
2. IEK of ITRI: The key to the breakthrough of Micro LED technology is the chip;
What is the trend of the development of the science and technology industry in the second half of the year in 2018? The IEK of ITRI specially selected Taiwan’s two major technology industries “Semiconductors and Displays” and held a “Prospective Seminar on Trends in the Technology Industry in the Second Half of 2018” on June 21st. .
In the "Monitor Industry and Next Generation Display Technology Micro LED Development" seminar, we will start with the development trend of display terminal products, review the trends of the global display industry in the first half of the year, the layout of international companies, and the competition between supply chains and manufacturers. The impact will be discussed. In addition, Micro LED, which is regarded as the most promising display technology of the next generation, will be discussed separately from the perspective of Micro LED's technical practice and patent layout strategy.
Lin Yanshi, an industrial analyst at the Industrial and Industrial Research Center of the Industrial Technology Research Institute, said: “The recent electrical competition has started to become a boom and more panel demands have increased; at home, OLED TVs have also been introduced due to cost reduction, and they have to be achieved. For better resolution, such as 8K, we still need to wait for the ecosystem to be more complete and the relevant content is still in short supply. In addition, we must wait until 5G lands before we can handle the problem of excessive transmission volume at a high speed. On mobile phone panels, there is only a slight increase in specifications. , The programs offered by all vendors are small, such as full-screen and under-screen fingerprint recognition. ”
Lin Yanshi thinks: “In response to the trend of medical imaging ICT, the medical field also has strict requirements for displays. The use of medical imaging capture and transmission system (PACS) digitizes images such as X-ray photography and computed tomography. The display needs to be certified separately; in addition, the process of car intelligence will also drive the demand for human-machine interfaces, such as electronic rearview mirrors, etc. The automotive products will become the new blue ocean for small and medium-sized panels and will be developed towards multiple HMIs; There is also demand for AR/VR, and its resolution is still insufficient."
Lin Yanshi stated: "The key materials of OLED are mastered in Japan and Europe and the United States, and still need to break through in the blue light-emitting materials, and toward the medium-sized size, HDR, 8K, currently on the high-end TV, is still the LCD and The competition between OLEDs, in this year's CES in the United States, also saw a transparent display. Flexible displays such as foldable and curlable technologies have begun to appear. Next-generation panels will move in the direction of high-precision, wide-gamut.
Lin Songyao, an industrial analyst at the Industrial, Industrial, and Industrial Research Center of the Industrial Technology Research Institute, said: “Micro LED technology has great challenges to overcome. The key is the chip. High-end technology, cost, and yield are the main considerations for the production of each plant. The manufacture of Micro LED will be towards group development, which is the vertical integration of the industry."
Lin Songyao continued: “For this reason, the Mini LED is likely to be the first to be launched. The major players such as SONY and Samsung all target the large-size display. Samsung intends to start selling Micro LEDs in the third quarter of 2018. 4K video wall, and SONY is also launching 8K picture quality TV this year. Currently on the full-color scheme of Micro LED, there are three kinds of LED chip mixing using RGB to produce full-color effect, but also use the blue light (or UV) with Wavelength conversion materials produce red, blue, and green primary colors to achieve RGB full colorization, and related technologies still need continuous improvement."
LEDinside researcher Chu Chaochao pointed out that Micro LED is still facing layers of technical bottlenecks, including epitaxial and chip, transfer, full-colorization, power-driven, backplane, and detection and repair technology. The past is generally believed that the biggest bottleneck is Transfer technology, but with the advent of various transfer solutions, such as Pick & Place transfer, fluid assembly, laser transfer, and roller transfer, it is expected that there will be more cost-competitive technology solutions in the future. Have the opportunity to accelerate the development process of Micro LED. CTIMES
3. The first foldable AMOLED smart phone is expected to be listed this year;
As consumer demand for large-screen smart phones continues to grow, it is expected that smart phone's foldable AMOLED screen will be launched in 2018.
It is expected that the flexible AMOLEDs shipped in 2018 will contain about 0.001% of folded AMOLED screens, which is expected to rise to 6% by 2021.
Although the flexible AMOLED screen market already had flat and curved screens in 2017, most flexible AMOLED panel suppliers plan to put volumeable AMOLEDs in volume production within a few years.
“This technology is very clever. Even if the phone is turned off or folded, the temperature sensing will operate. If the temperature is too low, the screen will begin to deform and the hub will become hot, and an automatic correction will be achieved.” GSMArena reported on Monday (13th).
The flexible AMOLED display has rapidly entered the flagship smartphone display market, and panel makers are willing to offer differentiated products with innovative shapes, which increases the profitability of high-end product sales. The first smart phones with folded AMOLED screens are expected to Launch before the end of the year.
For manufacturers, Samsung Display has demonstrated single-fold and bi-fold AMOLED displays since 2013. The company expects to produce the first foldable AMOLED screen for Samsung Electronics (005930-KS) in 2018.
AUO (2409-TW) has developed a 5-inch 1280x720 AMOLED display with a 4-mm bidirectional bending radius. The company says it can bend more than 1.5 million times without interruption. It includes an integrated touch sensor. And 4H envelope.
BOE has developed a 7.56-inch 2048x1536 foldable AMOLED display prototype with a 5 mm bend radius that reliably bends 100,000 times without breaking.
According to sources, according to sources, Huawei has already placed an order for Samsung's 6.9-inch AMOLED screen. The upcoming Mate 20 is expected to carry a 6.9-inch AMOLED display.
The current smartphone brand is focused on increasing the size and proportion of displays to maximize the usability of smartphones. These new foldable screens will be mainly used for large-scale high-end mobile phones, combining the availability of smartphones and tablet computers. Deformation display. However, this may bring higher prices.
Yan Heng Network
4. TrendForce: Micro LED & Mini LED business opportunities in 2022 output value of nearly 1.4 billion US dollars;
According to the latest report of TrendForce LED Research (LEDinside), it is estimated that the market output of Micro LED and Mini LED will reach 1.38 billion U.S. dollars by 2022.
In the major consumer electronics or display technology exhibitions in 2018, Micro LED display and Mini LED backlight technology are undoubtedly the focus of the spotlight. Samsung, Sony, AUO and other major manufacturers all display related conceptual products. Samsung even It is reported that it wants to mass-produce ultra-large-size Micro LED TVs, driving more manufacturers to develop.
The new technology will accelerate the development time of Micro LED. According to Yuchao, an LEDinside research associate, Micro LED is still facing layers of technical bottlenecks, including epitaxial and chip, transfer, full colorization, power supply, backplane, and detection and repair. The six major technologies are facing. In the past, it was widely believed that the biggest bottleneck was transfer technology, but with the advent of various transfer solutions, such as Pick & Place transfer, fluid assembly, laser transfer, and roller transfer, it is expected that there will be future The emergence of more cost-competitive technology solutions will have the opportunity to accelerate the development of Micro LED.
According to LEDinside's observation, Micro LED technology will have the opportunity to be introduced into special display application products in the initial stage. Especially the specifications that LCD or OLED displays cannot achieve will be complemented by Micro LED technology. Including AR micro-projector with high brightness requirements, the vehicle With HUD projection applications, or even large display billboards, Micro LED technology will gradually be introduced in the short term. LEDinside estimates that by 2022 Micro LED output value will reach 694 million US dollars.
Mini LED high-end backlight market demand, consider the current phase of Micro LED technology still has many technical barriers to overcome, many manufacturers in 2018 first introduced Mini LED backlighting program, hoping to attract the market to buy gas. LEDinside estimates, under 2018 In the coming six months, we will see the introduction of Mini LED backlight technology. In 2022, the output value of Mini LED will reach 689 million U.S. dollars.
Different from the traditional LED backlight, Mini LED chip size is smaller, and with direct backlight and regional lighting technology, so the LED chip consumption will show multiple growth, become an important application supporting the demand.
However, for mainstream display products, the cost structure of Mini LED backlights in the short term is still too high, coupled with problems such as heat dissipation and power consumption. Therefore, the markets that can be cut into the future will still be consumer high-end products. Main products, such as gaming laptops, desktop gaming screens or special application screens, and niche products that emphasize high-resolution, high-contrast, high-saturation high-end televisions. These types of products focus on specifications, and Low price sensitivity, will become the main battlefield for various manufacturers to use Mini LED backlight technology differentiation. CTIMES
5. China's LCD panel oversupply, LG Display hit a new low in 2011;
South Korea's Qianfeng Newspaper reported that Lee Seung-woo, an analyst with Eugene Investment Securities, said that on June 22, he will pay a loss report card due to an oversupply of LCD panels. The target price of LG Display (LGD) will be from 29,000 South Korea.圜 圜 24,000 圜, reiterate investment rating as "wait and see".
Lee pointed out that if LGD implements China's investment plan as scheduled, it may be very difficult for LGD to return to profit next year. He estimates that LGD's 2nd quarter loss will reach 250 billion won, and the estimated annual full-year profit loss will be 710 billion won.
Business Korea reported on June 22 that due to the oversupply of LCD panels in China, the LGD Paju Plant, Gumi Plant is expected to lay off employees significantly in the second half of the year. The total number of LGD employees in South Korea is currently 33,000, which is higher than the 23,000 people in Samsung Display.
The report pointed out that LGD’s fear of losses this year will be as high as 1 trillion won (equivalent to US$900 million). Last year's BOE exceeded LGD’s BOE by accumulating 1.4 trillion won (equivalent to US$1.26 billion) from the Chinese government. Subsidy, operating profit has always been positive in 2011.
TCL Group (000100) announced on May 22 that it plans to spend RMB 42.683 billion in Shenzhen, China to build the 11th generation of 8K (65吋, 70吋, 75吋) and OLED (65吋, 75吋) display device production lines.
LG Display ADR (LPL. US) fell 4.72% to close at 8.48 US dollars on June 21, a record low since October 7, 2011; it has fallen by 38.37% so far this year.
As of 1:41 pm on June 22, LGD (034220.KS) fell 1.06% to 18,750 KRW; the lowest so far has dropped to 18,550 KRW, the lowest since October 5, 2011.
6. Merck officially launches OLED Technology China Center
More and more OLED production lines in China will enter mass production one after another. The demand for OLED materials will continue to increase in the coming years. Merck, a major manufacturer of liquid crystal materials, does not want to miss this new growth point, and is actively deploying OLED material markets in China. June 20th, Merck officially launched the OLED Technology China Center on the occasion of Merck's 350th anniversary in the Asia Pacific region.
'Actually, two or three years ago, Merck has begun to implement some of the center's work - to provide customers with innovative solutions to achieve OLED application development. 'Morgan OLED Division China General Manager Zou Minghao to the "China Electronics News" reporter disclose.
Because the OLED material and the liquid crystal material are very different, the liquid crystal monomers are mixed together in a certain proportion to achieve a uniform and stable liquid crystal morphology to form a mixed liquid crystal, which can be used after being tested and verified by a panel manufacturer. However, there are a dozen layers of material films for the OLED device. Each layer of film has a variety of materials to choose from, and different layers will interact with each other. Even the thickness of each layer will affect the performance of the final device, so it is difficult for panel manufacturers to find a suitable arrangement.
Due to the layer arrangement, film thickness, and supplier diversification, it is likely that this situation will occur: OLED material itself is very good, but due to its unsuitable role in the permutation and combination, let the manufacturer Misunderstanding that the performance of the OLED material is poor.
This is also plaguing OLED material manufacturers. Each OLED material manufacturer has limited resources, it is impossible to do all the materials, more often only the best materials, and different panel manufacturers have different device structures, the same material Getting feedback from different vendors may be very different.
Previously, Merck had encountered some of the above situations and felt deeply. Zou Minghao said that on the surface, there are only a dozen layers of material films for OLED devices, but there are multiple options for each layer of materials. The arrangement of different layers may have Thousands of species, if coupled with the effect of film thickness, theoretically there may be millions of permutations and combinations, so it is necessary to have a systematic laboratory to screen suitable materials.
According to reports, Merck OLED Technology China Center has a 2.5-generation OLED experimental line. Merck can produce OLED device samples according to sample materials provided by panel manufacturers, and conduct OLED photoelectric characteristics, life test.
Merck OLED Technology China Center acts as a connector for material manufacturers and panel manufacturers. The center will provide local customers with customized solutions for OLED application development and innovation, providing OLED device manufacturers with advanced devices and clean space. Customers can use This cooperation platform and Merck jointly create an ideal solution for OLED display products. Zou Mingji, for example, said that if the panel manufacturers light up the OLED samples, but the sample is half the screen performance than the Samsung S8, half the life, and the brightness is not bright enough. The color is not bright enough, etc. Panel makers hope to improve OLED performance and can propose some specific needs, and then together with Merck in the OLED Technology China Center to find the material and film structure that meets the needs.
In fact, not only Merck, South Korea, the United States, and Japan's OLED material companies have established similar OLED technology application centers. Zou Mingji pointed out that other manufacturers have set their OLED technology application centers in their own countries, and Merck is the most open, Merck. It is the first foreign-funded enterprise to establish an OLED technology center in China. This reflects Merck's dedication to the development of reliable, high-efficiency and high-purity OLED materials, and the support of customers to create innovative products to meet market demands.