1. iPhone uses OLED, LG has sprung up;
Apple's new iPhone has made new progress with OLED panels. Korean media reported that Apple's new iPhone will soon adopt LG Display's OLED panel, with initial shipments of approximately 3 million to 5 million units.
South Korean media The Korea Times quoted people familiar with the matter as saying that Apple will soon adopt LG Display's organic light-emitting diode (OLED) panel as the next new iPhone flagship model. LG Display will also become Apple's second OLED. Panel supplier.
According to the report, LG Display, as another Apple OLED panel supplier, can help the iPhone design OLED panel supply faster and reduce costs.
The newspaper quoted industry insiders as saying that LG Display will initially provide 3 million to 5 million sets of OLED panels to Apple, and will continue to increase production capacity.
South China Morning Post recently quoted people familiar with the matter and reported that for high-end iPhone OLED panels, Apple will soon be the second supplier to supply. This means Apple is reducing manufacturing costs for flagship models. A key step is also to reduce dependence on South Korea's Samsung Electronics.
Samsung Display is currently the exclusive supplier of OLED panels for iPhone X. Samsung Display estimates that it will manufacture more than 10 million OLED panels per month.
South Korea's financial website The Investor quoted industry sources as early as January this year, LG Display expects to start shipping the first OLED panels for the iPhone in the second half of this year.
Analysts have previously issued a report that Apple will actively introduce from this year to fully support LG Display as the second panel supplier of OLED version of the iPhone to disperse the OLED supply risk in the next 3 to 5 years, and estimate LG Display in this year's OLED panel. Shipments may be less than 4% to 6%.
The market generally expects that in the second half of this year, Apple may launch 6.5 吋 and 5.8 吋 OLED versions of the iPhone and 6.1 吋 LCD version of the iPhone. Among them, 6.1 吋 LCD version of the iPhone accounted for 3 new iPhone shipments in the second half of this year, up to about 50% to 55 %. Central News Agency
2. The large price increase of the panel opened the first shot;
Benefiting from the effect of the World Cup, the traditional peak season, and the development of strategic size to avoid the landlord price competition strategy and other three benefits emerged, Taiwan's panel leader Group informed customers to raise the price this month, some large-size products rose by the single digit percentage The medium and small size production capacity is full, and the increase is even worse, reaching a two-digit percentage.
AUO, Caijing and other panel makers are also happy to watch the market conditions in the second half of the year, but they have not disclosed whether they will adopt price increase measures. The industry believes that Innolux is the leading panel in Taiwan, and the price rises in the leading factory, AUO, Cai Crystal and other operators may also reflect on the quotation in due course according to the market mechanism.
In the first half of this year, the panel quotation 'only fell not rising', coupled with the new capacity of the mainland BOE and other new capacity, Qun Chuang once called out 'hardships come', causing market anxiety. With the group to raise the offer, a year this year Since the panel price has only fallen, it has revealed that the panel factory operation has turned positive.
Yang Hongwen, vice president of QunChuang, said that the small and medium-sized panels were affected by the conversion of full-screen products in the first half of this year, and the overall demand was deferred. As the product conversion came to an end, the recent orders were in short supply, and with the arrival of the peak season, large customers were very active in pulling goods. All of the small and medium size production lines of Innolux are fully loaded.
Yang Hongwen revealed that at present, most of the small and medium-sized supply gaps continue to expand, and most products will increase their prices. Some mobile phones and flat panel panels will increase by a two-digit percentage. The first job in the second half of 2018 is to fully meet the needs of customers. The overall situation will be better than this year next year.
Economic daily report
Yang Zhuxiang, general manager of Innolux TV and AII business group, said that the performance of Group 2's large-size panel grew month by month, and this season will be better than last season. Despite the huge global production capacity of the panel in the case of giants, but at the micro level Under the circumstances, Innolux found a differentiated niche point, which is enough to make the Group's future production capacity full.
Yang Zhuxiang also confirmed that the price of the main size TV panel of Qunhuang was stupid, and was officially adjusted in July, including the 40, 50, 58, and 65吋 series of products that Innolux and other competitors have separated. The percentage increase in digits.
Yang Zhuxiang pointed out that the Group's TV panel shipments in the first half of this year and the second half of this year are about 45:55 or 4:6. The TV season will continue to strengthen from the third quarter to the fourth quarter. The more stable.
He stressed that the market is pessimistic about the large-size panel market, and believes that it will be oversupply, but with the new capacity of the industry still has the problem of waiting for customer service, as well as driver IC, passive components and other material shortages to be solved, as well as the mainland's official environmental protection requirements Both have affected the expansion rate of the new capacity of the mainland panel factory and have a positive effect on the overall market supply.
In terms of NB panel, due to the wave of schooling after the summer vacation, the black season in North America, and the traditional peak season for Christmas shopping, the market supply is slightly tight, so the price has also increased slightly.
3.32-inch panel prices are bullish in July;
WitsView pointed out that after the TV panel price plunged in the second quarter of this year, the panel factory actively responded to the product mix adjustment and the old repair method. In the reduction of supply and the effect of the peak season, the panel price in July 32 is bullish, and it is expected to push. The price of some large-size panels was flat compared with that of June, and even rose slightly.
Due to the continuous expansion of production capacity of Chinese manufacturers, the investment area of large-size panel glass will increase by 8.7% in 2018. The three new production lines this year include BOE Hefei 10.5 generation line, CLP Rainbow 8.6 generation line, Panda Optoelectronic Chengdu 8.6+ generation. Both of them were mass-produced during the off-season in the first half of the year, all of which were used to produce TV products, which led to a sharp drop in TV panel prices. Among them, the price of 65吋 fell by as much as $10 per month, while the price of 32吋 was also 4 months in May and two months in May. It fell more than 10 dollars.
Wang Jingyi, senior research manager of WitsView, pointed out that due to the sharp impact of TV panel prices, Innolux, AUO and LGD in the first quarter of the 6th generation line product portfolio adjustment, reduce the glass input of 65 吋 TV panel, increase the size of the TV panel or monitor The input of the panel. BOE, Huaxing Optoelectronics reduced the investment of 32 吋 glass, and switched to larger-size TV products. In addition, Huaxing Optoelectronics and Samsung Display were repaired in March and April respectively.
32 吋 panel supply is reduced, panel factory inventory has been cleared in April and May, short-term rush order demand emerges, plus the peak season is coming, some panel factories began to control the quotation, making 32 吋 price in July Some panel makers even shouted more than $3 in July. As the price of TV panels of different sizes is interlocking, after 32 吋 rise, there is an opportunity to drive the price of 40吋 to 43吋 to be flat or even small. After the demand for fermentation in the peak season and the reversal of small and medium-sized prices, it is expected that the price of 55吋 will be flat in August.
As for the price of the monitor panel, the price of the small-size TN panel is flat due to the driver IC, the shortage of passive components and the Guardian Songjiang factory. In the price of the monitor IPS panel, the current brand has no border demand, especially 23.8.吋 demand has been greatly shifted from the general frame to no border, but at this stage, the panel factory has limited production capacity without borders, which makes the supply tight, so that the price of 23.8 吋 borderless panels will stop falling in June.
The price of notebook panel was mainly delayed by the supply of driver ICs in June, which prompted the brand makers to purchase panels in advance in June to meet the peak season. Therefore, most notebook panel prices were flat in June.
4. Group creation double brand niche is expected to welcome the single
The US-China trade friction continues, and the industry is worried that the technology industry will become the next major theater. In particular, the mainland panel industry will gather heavily and may become the target of US sanctions. The Group is benefiting from the Hon Hai Group, which has a dual-brand niche, such as Sharp and VIZIO. Received the transfer effect to help the city.
The US-China trade war is officially launched, and all walks of life pay close attention to the follow-up development. Hon Hai Group's US Weizhou factory was under the auspices of US President Trump, and the scenery has been unveiled recently. The market has spread, and Sharp plans to return to the North American TV brand market, plus Hon Hai Group won the acquisition of VIZIO new shares of North American leading TV brand. The relevant layouts revealed that Hon Hai Group is determined to use the dual-brand TV to fight the American market. At the same time, it can also avoid the stray bullets of the US-China trade war, and even get Turning single effect assists to expand the market.
Before being acquired by Hon Hai, Sharp sold its North American distribution rights for 'Sharp' and 'Aquos' brand TVs to the mainland Hisense Group and exited the North American market due to financial difficulties. Recently, the two companies have recently started negotiations. Let Sharp re-produce ultra-high-quality 8K TVs in North America, or super-large TVs with screen sizes larger than 55 inches. Economic Daily