1. Suspected of OLED technology transfer, South Korea first sued the Chinese for the crime of disclosure;
On the 27th, South Korean prosecutors sued seven suspects who were preparing to transfer OLED core technologies to China, including one Chinese. This was the first time in South Korean history to sue foreigners for the crime of disclosure.
The Korean media reported that the surnamed Li surnamed from China, promised to the South Korean rights surname researcher that if he took the OLED technology to the Chinese company, he would provide him with a salary that is three times higher than that of South Korea. Last month, the last qualified researcher carried OLED. When the relevant technical documents were sent to China, they were arrested by the National Intelligence Service of South Korea and the suspect surnamed Li was also arrested at the airport.
“Daily Economics” quoted a related person in the Korean electronics industry as saying that Chinese companies’ salary for Korean technical personnel is very generous. If it is Samsung’s ministerial technician, the annual salary will reach 500 million won (about 2.94 million won). ), the length of the next class is 3 to 400 million won, 3 to 4 times higher than the Korean company
2.Samsung display builds a foldable OLED panel production line, with foldable mobile phones to be launched next year;
According to South Korea’s media “ETNEWS”, South Korean panel maker Samsung Display has begun testing the production of foldable OLED panels for smartphones. This product is considered as a secret weapon to boost sales of Samsung smart phones, and for Samsung monitors. Not only will it improve capacity utilization, it will also help its revenue.
The report quoted sources as saying that Samsung Display is setting up a test line for folding OLED panels in its A3 production line. Since it is a test line, Samsung Display will not put production costs and quality control in the beginning. In the first place, pure production will be the primary consideration, and the production will be immediately put into production. Once the test production is completed, the second phase of cost and quality control will begin in September. Test to further obtain cost and quality optimized data.
The report further pointed out that after the test production line can enter into mass production, it is expected that the single production line will reach a scale of 100,000 pieces throughout the year. In 2019, Samsung Display expects to produce 1 million foldable OLED panels, while Samsung Foldable smart phones will also be launched in 2019. In fact, China’s mobile phone maker Huawei is also actively deploying foldable smart phones, and is also preparing to launch in 2019. Samsung originally was in January 2018 At the financial conference, when asked about legal persons, there was a research and development plan for folding mobile phones, but there was no timetable for listing. Now under pressure from Chinese mobile phone manufacturers, Samsung actively completed the test and further plans to officially launch in 2019. .
Samsung's upcoming foldable smart phone, with a panel size of 7 inches, folds inwards when the screen is folded, leaving 1/3 of the screen display time and caller ID messages after folding. Samsung monitors are related Most of the panel module production has been transferred to Vietnam, but this time the folded OLED panel module will remain in production in South Korea. In addition, Samsung Electronics' LSI system division is also working with the wireless sector, and Samsung. The display cooperates to develop the driver IC for the folding screen, and the resolution is not much different from the existing product, so the design change will not change much. technews
3. Two licenses are required before the official operation of Foxconn U.S. Panel Factory;
According to the micro-network news, Hon Hai Group's new display plant in Racine County, Wisconsin, USA, was launched on the 28th. However, at least two licenses issued by the Weizhou and the municipal government for storm drainage and wastewater treatment must be obtained. .
According to Bloomberg News, in accordance with the federal 'Clean Water Law', the Weizhou government has the right to issue a rainstorm permit for industrial areas, requiring the industrial area to ensure that the surface water, groundwater and wetland water quality are unchanged when discharging heavy rains.
The new Hon Hai plant will cover approximately 22 million square feet of loose soil. During heavy rains, large amounts of rainwater will often seep into the ground and then flow into the Des Plaines River, which may cause more flooding in northern Illinois. In addition, the plant area In the nearby roads, the bridges are supported by pillars, built or widened, making the land more capable of absorbing heavy rain.
Before the operation of Hon Hai, it is necessary to obtain a wastewater treatment permit issued by the Racine County Government. Hon Hai has obtained the air emission permit required for the construction of the plant, but the air emission permit required for operation will be issued later; Sexual waste permits will be issued at a later stage depending on the progress of the plan.
4. Samsung LGD panel is affected by domestic manufacturers. The latter share price is almost squatting;
Text/Observer Network
Korean media: BOE sells 65-inch LCD at cost price and is determined to drive away Samsung LG
South Korean "BusinessKorea" report screenshot
It is noteworthy that, due to the continuous increase in production of Chinese manufacturers, LCD panel prices fell, LGD stock prices all the way to vent this year. Today, LGD fell more than 4% in South Korea's stock market, almost from the highest price at the beginning of the year.
The above report quoted a senior panel maker in Korea as saying: 'BOE informs TV makers that its 65-inch panel will be reduced by 20%.'
'BOE’s mass production of the 10.5-generation line panel in the first quarter of this year seems to be determined to drive Samsung, LGD, etc. out of the market', the source revealed on the 26th.
The article points out that at present, the price of a 65-inch LCD is between 240-250 US dollars, and a price reduction of 20% means that BOE will sell it at a cost price.
A director from a mainstream LCD maker admitted that TV makers around the world are using BOE’s offer to demand panel makers to cut prices. If this situation continues, BOE may be swept by including Haier when the second year contract is discussed at the end of the year. Orders of small TV manufacturers including TCL, etc.
The article also provided data on LCDs over 50 inches in size. In the first quarter of this year, BOE’s market share ranked only sixth, at 7.6%. Samsung continued to be king, with a market share of 21.7%; LGD ranked second, market share. It is 18.8%.
However, according to 'Display House' reported on the 28th, in the first quarter of 2018, the production volume of BOE's 55-inch display screens increased by nearly 30% year-on-year, and the 65-inch increase by 136%. The 4K TV panel shipments increased by 34% year-on-year.
The article believes that if there is no accident, this year, BOE has no doubt in the world in the field of large-size LCD screens.
Taiwan's "Zhongshi Electronics News" reported on the 28th: "The price of the new wave of panels is heating up. In the second half of the year, BOE's 10.5 generation line panel capacity will continue to increase, and will be produced against competitors such as Samsung, LGD, Taiwan AUO, and Group. Major impact. '
The newspaper expects that BOE's market share will increase quarter by quarter in the second half of the year, eroding the market share of LCD panel makers in Korea and Taiwan.
10.5 generation line panel factory will be fully produced next year
The BOE 10.5 generation line panel mentioned in the previous paragraph, its production line was put into production in Hefei in advance on December 20 last year. The media commented at the time that this would help break the Japanese and Korean panel makers in large-size LCD panels of 55 inches and above. Monopoly position.
According to Netease News reported on the 22nd, the layout will further make up for the supply shortage of its 65-inch and larger size products, further increase BOE's market share and comprehensive competitiveness in large-size TV LCD panels.
It is expected that the production line will be fully produced in the first half of 2019.
On December 20, 2017, BOE (BOE) Hefei's 10.5th generation TFT-LCD production line was put into operation ahead of schedule. Source: Sohu
Xinhua News Agency reported at the time that the 10.5 generation line is the world's highest generation line, and the world's first 10.5 generation line, with a design capacity of 120,000 glass substrates per month.
At the production line product and customer delivery ceremony, Jingdong delivered 75-inch 8K 60Hz, 75-inch 8K 120Hz and other large sizes to Samsung, LG, SONY, Vizio, Skyworth, Konka, Hisense, Changhong, TPV, Xiaomi, Haier, etc. Ultra high definition display.
Zhang Yu, senior vice president of BOE, said confidently at the time: '(The production of this line) has made China a leader in global display technology and scale. (BOE in 8K display field) Now there are no competitors, everyone is optimistic about large size. Because whoever gets a large size resource is competitive.'
It is worth mentioning that, according to the micro-network report, Wuhan City held a concentrated investment activity on April 9th.
Among them, the BOE BOE10.5 line project in the Lingkong Port Economic Development Zone (East Lake District) has a total investment of 46 billion yuan, and designed a production capacity of 120,000 glass substrates per month for the production of 65-inch and 75-inch 4K/8K. 60Hz/120Hz TV panel products.
Nowadays, ultra-high definition, large size has become an industry trend.
According to IHS data, the compound growth rate of the 8K panel market will reach 111% in the next 5 years. In the large-size panel market of 60 inches or more, the penetration rate of 8K will reach 25%. The 8K will be broadcasted at the Tokyo Olympics and the Beijing Winter Olympics. Under the opportunity, global manufacturers actively deployed 8K, which became the trigger point for further industry outbreaks.
Prior to the 10.5 generation line, the world's highest LCD generation line was the 10th generation line panel factory (SDP) of Sharp in Hon Hai, Japan.
Previously, according to Sigmaintell, in 2017, the top three of 55-inch and above LCD shipments were occupied by Samsung, LGD, and SDP. The market share of domestic panel makers was only about 2%.
However, the agency expects that this year, BOE will get 8% of the market share in the above areas.
5. Nichia Mini LED enters mass production preparation and will establish vertical integration company
LED manufacturer Nichia Chemical Co., Ltd. held a media dinner in Taiwan today to share its operational focus in the second half of the year. At the meeting, Nichia also announced that it will establish a new capital company, “Core Vision Technology Co., Ltd.” to provide Vertically integrated solution.
From left, the head of the Yai Backlight Division is acting as Sakai Yuki, the chief technician of the Ministry of Knowledge and Finance, Iwago Iwata, the Minister of Knowledge and Finance, Tanaka Shinji, the general manager of Taiwan, Dai Zhenjia, the manager of Taiwan’s Nissan Business, Liang Junyao, and Taiwan’s deputy general manager Shi Shang. Hiji, Chief Technology Officer Sakamoto
Dai Zhenjia, general manager of Taiwan's Nichia Chemical Co., Ltd., said that in response to the diversified needs of its customers, Nichia has improved the efficiency of communication and development with its customers. Recently, it has established a joint venture with its partners in the South China region of China to establish "core visual technology." To provide a vertically integrated solution. Optical core's business includes assembly of components, development and design of optical lenses, IC design and integration of other related modules.
For the second half of the operation, Dai Zhenjia said that laser diode (LD), automotive and new panel technology "FULL ACTIVE" and other differentiated products, will be the main growth drive. The field of application includes cars Adaptive headlight LEDs, as well as DRL draw lights LEDs, and higher-order laser headlights.
In the backlight application, it will be based on the ultra-narrow-edge LED backlight technology applied to the LCD of the smartphone, which can bring the display quality comparable to that of the OLED panel, but has an excellent cost advantage.
In addition, Dai Zhenjia also pointed out that the locomotive market will be a new market for LED headlights. At present, Taiwan's locomotives have come into contact with them, hoping to apply LED headlight technology to locomotives.
In lighting applications, Nichia will focus on the new ultra-high color rendering of white LED "Optisolis" products online. Nichia Chemical Technology, Mr. Kasumi, said that Nichia uses patented phosphor powder technology to make it The spectrum is the most compatible with the standard light source. It is the artificial light source most similar to natural light. It not only has no blue light damage, but also provides the most comfortable lighting experience.
Sakamoto Kao Shi pointed out that Optisolis can greatly reduce the degradation of irradiated materials compared to other UV-containing LED sources, and can be used in museums and art galleries, or in "color assessment" or "commercial lighting" that require ultra-high color rendering. on.
For the Mini LED and Micro LED technology that the market cares about, Sakamoto said that Nichia's Mini LED technology has entered the mass production preparation stage, and some customers are evaluating the introduction, while the application field is based on display backlight. As for the Micro LED, it is still under development.
Taiwan’s general manager Dai Zhenjia particularly emphasized that Nichia attaches importance to the stage of mass production. If it is only in the laboratory and not energy production, it has no meaning. The related technology is continuing to develop in Japan. CTIMES