The mainland panel leading Beijing-Orient continued to strengthen OLED panel warfare, supply chain, Beijing East has been able to provide small and medium-sized OLED panels to the terrestrial mobile phone manufacturers Huawei use, the future also has the opportunity to grab Apple's iphone supply system, for the Taiwan Department of the Test industry, The most opportunity to benefit from OLED phones and the rise of the red supply chain of the industry, but also QI, the estimated 2019-2020 years, Qi in the drive IC and film-coated packaging (COF) packaging, substrate supply, it is expected to appear from the OLED related business significant contribution. Familiar with the panel driver IC Seal test industry, frankly, in the Korean system panel industry led OLED market situation, basically the Taiwan plant can hardly be divided into OLED supply chain business opportunities, the market on Samsung as a large, LG display can only small quantities of small and medium-sized mobile phone with OLED panels, The market originally hoped that sharp (Sharp) and so on, it has not been able to achieve cost-effective production results, as for the Taiwan-system panel double Tiger Friends, group creation, then there will be no more OLED areas of investment, to still plant based on the LCD Camp Mini LED backlight or the future micro LED backlight technology. And for the plant that intends to operate OLED business, the red supply chain is the market opportunity instead. After all, the industry also believes that the ability to compete with the national capitalist development industry, Korean manufacturers, I am afraid only the mainland panel operators, and in fact, the supply chain operators have also been more, in fact, the Korean industry is also actively seeking to have the opportunity to work with Taiwan to further co-operate to counter the rise of the mainland trend, then, Taiwan, South Korea, The competition and cooperation between the three sides of the mainland will be more intriguing, but also become the Taiwan official sector can think positively, Taiwan in the global industrial competition, the strategic thinking and tactical choice. Familiar with the QI state industry outspoken, the most important trend this year is COF packaging and the rise of the substrate industry, the previous COF used in large-scale display of the driver IC package, but with the mobile phone full screen design trend, COF gradually replace the glass cladding (COG) to become a small size panel driver IC packaging Mainstream, With limited growth in the global smartphone market, the substitution effect will further promote the growth of COF-related operators. And COF package is also suitable for OLED panel driver IC, familiar with the survey industry, COF for the use of soft substrate circuit (flexible printed circuit film) as the carrier of the packaging chip, through the hot-pressing of the chip in the gold Convex block (gold Bump), A technique for interfacing (bonding) with an internal pin (Inner lead) on a flexible substrate circuit. High-density/high number of pins (Density/high Pin count), fine pitch (Fine Pitch), group bonding (Gong Bond), High-yield (high throughput), and reliability (Hi reliability) The characteristics. The other features are light, short, flexible (flexible), and volume (Reel to Reel) production. Familiar with the supply chain industry, said although the visibility of smartphones this year is not too clear, even the Apple iphone, the current driver of IC seal industry outlook is relatively conservative, Qi state this year is the COF package and substrate supply big winners, but last year, the iphone x sales caused by the poor 0 component inventory pressure, has made the supply chain of the apple not careless. The person familiar with the survey said that in the medium to long term, the Taiwan department must have a long-term vision layout, and the red Supply chain cooperation is the general trend, mainly to consider the big shift of the flat display industry, the QI state through the sale of Qi equity to strengthen relations with the Beijing-Orient, the future is expected under the trend of industrial development, Gradually show the positive results of competing.
