1. Huawei Mate 20 Pro screen exposure, BOE flexible OLED supply at least one million;
Abstract: As the flagship product with the highest positioning of Huawei this year, Mate 20 Pro adopts the flexible OLED screen of BOE. This is definitely not good news for Korean manufacturers who have been occupying the flexible OLED market. However, BOE has risen!
Set micro-network message (text / Aki) As the flagship product with the highest positioning of Huawei, Huawei Mate series used to use Samsung OLED display in the past, but now it seems that this year will undergo a complete change.
First with BOE flexible OLED screen
According to the news from the Korean industry chain, Huawei has quietly reached a cooperation with BOE, which will supply some of the flexible OLED screens of the Mate 20 Pro listed in the second half of the year. The corresponding screen will start production at the end of this month. The message given by the chain also shows that BOE will supply at least 1 million independent flexible OLED screens to Huawei this year.
From the latest news from the Taiwanese industrial chain, Mate 20 Pro has entered the pre-production verification phase, which means that the design work has been completed. If the test is going well, the formal mass production work will begin in mid-August. Before this, Huawei will secretly contact the supplier to prepare the corresponding materials for the mobile phone.
According to industry chain sources, Mate 20 Pro will abandon the current Liu Haiping design and switch to the traditional 18: 9 full screen, but the left and right borders of the mobile phone are very narrow, while the forehead and chin are also reduced to about 3.5mm. The visual effect is very shocking, and the screen ratio is at least 90%.
Of course, the news disclosed by the Korean media may not be true. Previously, the South Korean media The Bell reported that Huawei has purchased a large number of 6.9-inch OLED panels from Samsung Display, which may be used in future Huawei Mate 20 series models. This display seems to be used on the upcoming glory note10.
According to news from BOE, BOE's current main production capacity is concentrated on flexible OLED screens, and the capacity of hard screens is not much. So, if this news is true, BOE will supply OLED screens for Huawei, the most likely to provide flexible OLEDs. screen.
2000 In-depth cooperation between BOE and Huawei
This is not the first time BOE has cooperated with Huawei.
In May 2017, BOE officially launched the 6th generation flexible OLED production line B7 in Chengdu, and held a mass production ceremony in October.
On October 26th, in the customer delivery activities held by BOE, Jingdong delivered AMOLED flexible display to more than ten customers including Huawei, OPPO, vivo, Xiaomi, ZTE and Nubia.
However, due to the difficulty in OLED production, BOE has been questioned by the industry because of its relatively slow progress. This supply of Huawei will become a new breakthrough point for BOE.
BOE has said that Huawei is a long-term cooperation customer of BOE, and has cooperation in LCD and OLED. With the increasing capacity of the company's flexible AMOLED, the two sides are expected to further deepen cooperation.
As the world's third-largest smartphone manufacturer, Huawei has equipped BOE's OLED display for its flagship products for the first time. It also means that the products provided by BOE have reached a certain level and can meet the requirements of Huawei.
According to the relevant person from the market organization Stone Partners, the supply contract with Huawei can indicate that the supply of OLED can be at least 1 million units. Although the yield is lower than that of Korean manufacturers, the advancement in technical capability is still worthy of recognition.
The progress of BOE is not good news for Korean manufacturers. In the competition with China, it has lost revenue in the LCD business. If OLED is also robbed by China, it will increase the burden of Korean enterprises. (Proofreading/Spring/Summer)
2. OV new machine adoption, 2D face recognition zero cost will become the mainstream of the low-end mobile phone market;
Abstract: OV new machine cancels fingerprint recognition, which is undoubtedly worse for the fingerprint chip market; on the contrary, 2D face recognition instead of fingerprint recognition will become popular.
Set micro network message (text / er) According to the mobile phone supply chain to the micro-network, OPPO, vivo will soon launch a new mid-range price machine, will cancel fingerprint recognition, using 2D face recognition, and 2D face recognition cost is almost zero.
As a major manufacturer of domestic mobile phone shipments - OPPO, vivo launched a new machine to cancel fingerprint recognition, which is undoubtedly worse for the fingerprint chip market, which has been declining in shipments; on the contrary, driven by OPPO, vivo 2D face recognition interaction method instead of fingerprint recognition will become popular in low-end mobile phones.
Fingerprint chip market shrinks, turning face recognition
Since Apple applied fingerprint recognition technology to the iPhone 5s, the Android market has started a wave of fingerprint recognition. The smartphones of major brands have been equipped with this function, and the market penetration rate has increased year by year. However, in September last year, Apple released After iPhone X cancels fingerprint recognition with Face ID, the mobile phone unlocking interaction begins to enter the era of brushing, and the traditional mobile phone fingerprint chip market is cold.
According to Sigmaintell survey data, the supply of global fingerprint chips in the first quarter of this year was about 200 million, down about 26% year-on-year. It is estimated that the supply of global fingerprint chips will reach 970 million in 2018, down about 11% year-on-year. %.
From the perspective of upstream supply and demand capacity, the supply and demand of global fingerprint chips are flattening, and the fingerprint chip has little effect on the supply and demand consumption of wafers. Currently, global fingerprint chips are mainly concentrated in the 180nm and 350nm processes of 8-inch and 12-inch wafer production lines. Foundry, in which the Apple fingerprint chip uses 12-inch wafer foundry, Huiding, FPC, Synaptics, Duntai, Si Liwei and other 8-inch production lines.
From the perspective of the downstream terminal market, according to the IDC report, global smartphone shipments in the first quarter of this year decreased by 2.9% compared with the same period of last year. According to a report released by the China Institute of Information and Communications, the domestic mobile phone market shipments in the first quarter 87.57 million, down 26.1% year-on-year.
With the decline in shipments in the mobile phone market, the demand for fingerprint chips by terminal manufacturers is not as hot as the same period last year. In addition to the replacement of face recognition functions, traditional fingerprint recognition has begun to lose in the mobile terminal market. For example, FPC reduces operations. Costs of large-scale layoffs, new thinking, Huiding and other manufacturers in the first quarter of the decline in performance and other news began to appear.
However, according to supply chain manufacturers, with the cold of the traditional capacitive fingerprint chip market, including Huiding, Xinsi, Duntai and other manufacturers have begun to develop face recognition projects while turning to screen fingerprints.
2D face recognition market broke out, cost is almost zero
In the first half of this year, OPPO launched OPPO A3 to eliminate fingerprint recognition and adopt 2D face recognition. Once exposed, it has attracted industry attention. Now, OPPO A5 is also canceled for fingerprint recognition, using 2D face recognition, plus vivo is about to Introduced a new machine that cancels fingerprint recognition and adopts 2D face recognition. This is a trend between the market and the market.
'The 2D face recognition mobile phone currently on sale in the market has already exceeded dozens of models. 'Aihua Yingtong general manager Qiao Guokun told Jiji.com that the effect of 2D face recognition is not bad. It is used to unlock face recognition. There is no problem, just saying that the safety factor is slightly inferior to the 3D structure light. Although many mobile phone manufacturers are now launching high-end 3D structured light face recognition mobile phones, they actually want to bring more new gameplay, such as games, VR and other experiences. .
The reason why the cost of 2D face recognition on mobile phones is low enough is that multi-cameras have become the standard for mobile phones. With built-in face recognition algorithm, 2D face recognition can be realized based on the standard mobile phone camera without adding other hardware. Features.
According to the mobile phone supply chain, mobile phone 2D face recognition can almost achieve zero cost, which is still very different from the overall scheme of 3D structured light. At present, there are three main modes of mobile face recognition, the first one is pure 2D face recognition, without additional hardware, built-in underlying face recognition algorithm can be achieved, which can be achieved at zero cost; The second is an infrared camera built into the phone, which can quickly unlock the face regardless of the external environment. The added hardware cost is not high; the third is 3D structured light, the whole scheme is more complicated, the hardware cost will increase more, and the security level will be higher.
The supply chain further revealed that now, like Shang Tang and Face++ provide face recognition support to mobile phone manufacturers, the core of which is the algorithm for selling face recognition. Its specific business model includes cooperation with mobile phone manufacturers. The cost of sharing each mobile phone is almost negligible; in addition, it can be operated by pre-bundling an APK, and later, it can be profitable by adding value to the advertisement, which can also avoid cost.
For some mobile phone manufacturers with small shipments, if they can't guarantee the quantity of shipments, they will be required to prepay the algorithm cost of face recognition. The cost of 2D face recognition for each mobile phone is only a few yuan. Of course, this is with 3D. The cost of face recognition is still very different.
It is worth emphasizing that in addition to cost, there is also a bottleneck in capacity that will drive the 2D face recognition market to break out. Due to the limited production capacity of 3D structured optical components, 3D face recognition is still difficult to quickly spread to mid- to high-end mobile phones. For example, vivo, OPPO has mass-produced new machines with 3D structured light, but the high-end components of upstream 3D structured light may be in the climbing stage. The supply capacity of vivo and OPPO is not guaranteed, not to mention. Said to meet the capacity needs of other small and medium-sized mobile phone manufacturers. Therefore, in a short period of time, 3D structured light can not be quickly and widely popularized in mobile phones. Most small and medium-sized mobile phone manufacturers will focus on 2D face recognition, and 2D face recognition is expected to replace fingerprint recognition. Become the mainstream of the domestic low-end mobile phone market. (Proofreading / 叨叨)
3. Huami OV drives 2000, Lansi Technology expects net profit in the first half of the year to increase to 60%;
According to the micro-network news, on July 13, Lansi Technology released a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to June 2018 to be 435 million to 498 million, a year-on-year change of 40.00% to 60.00%, the average of the electronics manufacturing industry. The net profit growth rate was 3.11%.
Lansi Technology said that in the first half of 2018, Huawei, OPPO, VIVO, Xiaomi and other major domestic brands released and mass-produced a variety of mid-to-high-end new models, many of which used front and rear cover double-sided glass, 3D curved glass. The design of the company has put a lot of demand on the company's products. However, the overall demand for consumer electronics products is relatively weak. A large number of new products are put into production and lead to increased yield loss. In addition, due to the expansion of the company's scale and the increase in the number of first-line production employees, it is related. Depreciation of fixed assets, staff costs and other costs have increased significantly.
During the reporting period, Lansi Technology cooperated with major brand customers in research and development of new technologies, new materials, new processes, new equipment, etc., prepared for the second half of the production season, and invested a lot of research and development expenses. At the same time, the company also received customers. A large amount of R&D income paid. The impact of non-recurring gains and losses on the current net profit is approximately 857,145,700 yuan. (Proofreading/Spring/Summer)
4. Panel giant Guangzhou 'hard hit hard' opponents cold view LGD gamble big screen OLED;
■Reporter Lu Xiao Beijing Report
Korean panel maker LG Display (hereinafter referred to as LGD) continues to gamble on large-size OLED (Organic Light Emitting Diode) panels.
On July 10, LGD announced that its investment plan for the establishment of the 8.5-generation OLED panel production line in Guangzhou, China has been officially approved by the State Administration of Market Supervision of China. The total investment amount is 5 trillion won (about RMB 29.7 billion). It is expected to be completed and put into production in the second half of 2019.
LGD's first large-size OLED panel production line is behind Guangzhou. China has become the largest market for LGD. But in this market with the fastest growth of OLED TVs in the world, it is more common for more panel manufacturers to build high-generation LCD panel lines. select.
The first large-size OLED panel line
The significance of Guangzhou 8.5-generation OLED panel line is that it will be China's first large-size OLED panel production line, and this is the first large-size OLED panel production line established by LGD outside Korea.
According to the "China Times" reporter, Guangzhou 8.5-generation OLED panel line is jointly built by LG Display and Guangzhou Kaide Technology Development Co., Ltd. in a 7:3 ratio. It mainly produces UHD ultra-high-definition 55-77-inch TV OLED panels. Kaide Technology is 100% owned by GDD Financial Holding Group Co., Ltd. In addition, LGD also has a module factory in Guangzhou, and a 8.5-generation LCD panel production line with Kaide Technology and Skyworth.
From the announcement of the project to the final approval, the 8.5-generation OLED panel line in Guangzhou lasted for one year. According to the reporter of China Times, LGD announced in July last year that it plans to build an OLED 8.5 generation line in Guangzhou. In December of that year, the investment won the Korean government. Conditional adoption. Ovi panel analysts believe that this involves the issue of OLED technology confidentiality, and the approval time is later than the outside expectation is the final result of compromise.
Guangzhou 8.5 generation OLED panel line will be LGD's fourth large-size OLED panel production line.
LGD China related person confirmed to the "China Times" reporter that, in addition to this panel line, LGD also has a total investment of more than 10 trillion won in Paju, South Korea, and will be mass-produced in the second half of 2019, the Paju P10 plant, and E3, E4 Two already produced OLED 8.5 generation lines.
LGD also announced that with the capacity of the Guangzhou plant, its total OLED panel production capacity will reach 130,000 in the second half of 2019. Among them, the E3 and E4 plants have a monthly capacity of 70,000. The Guangzhou 8.5-generation OLED panel production line is mass-produced. After that, the monthly production capacity is 60,000 glass substrates, and the maximum production capacity will reach 90,000 glass substrates. This means that Guangzhou 8.5-generation OLED panel production line will assume nearly half of LGD's OLED panel shipments.
Behind this, China has become the largest market for LGD. The first quarter of 2018 reported that LGD's current revenue in the Chinese market was about 3.6 trillion won, more than 60% of total revenue. LGD also said that The establishment of production lines in the Chinese market will not only reduce logistics costs, but also provide stable supply.
Behind the overweight capacity
Behind the increasing OLED production capacity, OLED panels are gaining more and more favor from TV manufacturers.
According to the reporter of China Times, after the participation of local TV manufacturer Hisense, the OLED camp has expanded to 14 in the world. The forecast data of IHS also shows that China's OLED TV sales will increase by 115.5% in 2018 compared with 2018. China will also become the only region in the world with OLED TV sales growth exceeding 100%.
But compared to the huge TV market, the occupancy rate of OLED TV is still not high.
LGD executive Li Tinghan once told reporters such as China Times in November last year that LGD's OLED panel production could meet 1.7 million TV sets, accounting for less than 1% of the global market demand. He also told reporters that the world More than 220 million TVs are shipped every year. At present, the resources of OLED panels are very limited, and the capacity of the entire market is very different.
In addition to market demand, LGD expands OLED panels to achieve scale effects.
According to LGD, the sales of OLED TV panels will exceed 3 million in 2018. This figure is almost twice the sales of OLED TV panels in 2017. LGD also said that with the sharp increase in sales, LG Display OLED business unit will be under this year. It will be profitable for the first time in half a year.
One issue that needs attention is that LGD almost monopolizes the world's large-size OLED panels, which is in the seller's market. The price of OLED panels is much higher than that of LCD panels. Why did LGD's OLED business not be profitable for a long time?
Zhang Bing, research director of IHS China, believes that the new products have economic benefits. As a new technology, the initial yield of OLED panels and the return on investment will take a long time. He told the China Times reporter that the OLED panel Supply chain maturity and technology maturity are not as high as LCDs. There are not as many manufacturers and materials involved, and the yield is definitely lower than LCD. He said that the yield of LCD panels is generally 92%. Yan also told the "China Times" reporter that although the price of OLED panels is expensive, LGD is still selling money, and subsidizing with LCD money.
In November last year, Li Tinghan also told reporters such as China Times that OLED TV is still limited by size. He said at the time: 'If the annual output of OLED TV panels reaches 6 million units, the price should be half cheaper. '
He also told the China Times and other media reporters that the annual production of LGD's OLED panels will reach 6 million to 6.5 million OLED TVs by 2020-2021. 'After 2020, LG Display's OLED panel production will account for 50% of the total. %. '
Opponent calm
Compared with LGD's gambling in the field of OLED large-size panels, other panel makers have remained relatively cool.
More panel makers are keen to invest in higher-generation LCD panels in China. In May 2018, Huaxing Optoelectronics announced that it will raise nearly 43 billion yuan to build a second 11-generation LCD panel line in Shenzhen. In April, investment of 46 billion Yuan's BOE Wuhan 10.5 generation line started. According to the "China Times" reporter, BOE's 10.5-generation LCD panel production line in Hefei has been mass-produced in March this year. In April this year, Chongqing Huike also announced plans to build in Zhengzhou, Henan. On behalf of the LCD panel production line, and Hon Hai invested in 6 billion yuan in the Zengcheng Industrial Zone in Guangzhou, the 10.5 generation LCD panel production line is expected to be put into production in 2019.
The increasing production capacity of LCD panels in the Chinese market has also affected the performance of LGD.
In April of this year, LGD released its first quarter earnings report for 2018. The financial report showed that the current LGD operating income was 5.68 trillion won, a year-on-year decrease of 19.6%. The operating loss was about 98 billion won and the net profit after tax was 49 billion won. It should be mentioned that this is the first time LGD has suffered losses in the 20 quarters. LGD Chief Financial Officer Don Kim said that the company underestimated the impact of China's new supply. It is reported that the price of large-size LCD panels is in the first quarter of this year. It fell about 10%.
He told the China Times reporter that mainland China and other mainland panel makers such as BOE have just achieved some advantages in liquid crystal. Their strategy is still to take advantage of LCD. After OLED technology is more mature, it will be transformed. It is also believed that other panel manufacturers have not chosen to gamble with LGD, mainly for strategic considerations, and there are also relatively large technical bottlenecks. 'The basic display materials are different. In addition to the overlapping parts of the backlight, display technology materials to panel manufacturers Fortunately, both 712d are brand new. ' He told reporters.
In March this year, the Japanese media reported that Japan Display Corporation (JDI) was considering a plan to delay the mass production of OLED screens. According to the reporter, JDI announced last year that it has the technology to mass produce low-cost OLED screens and is expected to start production in 2019. Samsung, a Korean panel maker with a monopoly on small and medium-sized OLED panels, has not been able to replicate its advantages on large-size OLED panels.
According to the reporter of China Times, Samsung tried to produce 55-inch and 65-inch large-size OLED screens for commercial use several years ago, but it failed. But the Korean media reported in July this year that Samsung is working hard to build a The 8th generation QD-OLED production line of experimental nature. Zhang Bing told the China Times reporter that unlike the white light OLED technology of LGD, Samsung's current OLED technology is blue OLED technology plus quantum dot (QD), which is more efficient. In theory, it takes at least three years to achieve. Huaxia Times
5. LG Display will provide OLED screen for Apple in the second half of 2018
Sina Technology News Beijing time on July 13 afternoon news, according to South Korea's Newspim reported that LG DIsplay and Apple signed an agreement to provide LCD and OLED screens for the US smartphone manufacturer to produce the next generation iPhone launched in the second half of 2018 equipment.
Under the contract, LG Display expects to provide Apple with 3 to 4 million OLED screens and 200 million LCD smartphone screens in 2018. The report also noted that LG Display will produce these OLED screens at its E6 6G plant in Paju.
In addition to the improved yield of the E6 factory, LG Display may receive an order for most of the 6.5-inch OLED screens for Apple in 2019, and will therefore increase the company's OLED screen shipments to 10 million units this year.
The report also said that the transaction will also help LG Display to improve its financial restrictions. The report pointed out that the company's net loss in the first quarter of 2018 reached 98.3 billion won (about 87.04 million US dollars), the second quarter net loss may rise further.