1. Qiu Ti Technology 3D structure light and screen fingerprint module has been mass-produced and sold, the stock price soared 53%;
According to the micro-network news, Qiu Ti Technology announced yesterday that the company has made major breakthroughs in the development of new products for 3D structured optical modules and under-screen fingerprint recognition modules, and has officially started mass production and sales.
Affected by this positive news, Qiu Ti Technology's share price rose sharply today, closing the stock price up 53%.
Announcement revealed that in July this year, the company successfully obtained the first batch of 3D structured optical module bulk purchase orders and stocking demand instructions from a Chinese smartphone brand manufacturer, totaling more than 1 million units, and successfully obtained another Chinese smartphone brand manufacturer. The first batch of screen fingerprint identification module batch purchase orders and stocking demand instructions, the total number of more than 7 million.
According to these stock demand instructions, Qiu Ti Technology will purchase a certain amount of raw materials to cope with the above-mentioned customers' purchase requirements for 3D structured optical modules and under-screen fingerprint identification modules in the coming months.
The director of Qiu Ti Technology believes that providing 3D structured optical modules for smart phones is one of the strategic directions of the company. The development of 3D structured optical modules and the under-screen fingerprint identification module business will diversify the company's business and benefit the company. Enhancing the company's revenue will also help to further optimize the company's product structure and strengthen customer relationships. (Proofreading / Jimmy)
In the first half of 2002018, TV panel shipments increased by 11% year-on-year, and BOE’s first super-golden crown was crowned;
Set micronet messages, According to the latest report on TV panel shipments released by Jibang Consulting Optoelectronics Research Center in the first half of 2018, the total shipment volume was 136.89 million pieces, an annual increase of 11%, which not only ended the two consecutive years of recession, but also set a new high for the same period. Compared with the high panel prices in the first half of last year, the panel prices have become more and more close to the people since the first quarter of this year, attracting brands to increase purchases. In the second quarter, panel makers have effectively reduced production capacity and inventory through project methods. Panel prices are accelerating.
According to Hu Jiaxuan, research manager of WitsView, with the addition of three new production lines to the market this year, the total production capacity of TV panels will increase by 8.7%. In order to effectively reduce production capacity, product specifications or size upgrades are inevitable trends. However, from the first half of this year As can be seen from the situation of the goods, the Chinese panel factory is still difficult to give up for 32 inches in a short period of time, which not only accounts for 32.4% of the total TV panel shipments, but also grows 26.2% compared with the same period of last year. Driven by 32-inch shipments, Although it will help boost the annual TV panel shipments by 5% year-on-year to a record high of 277.1 million, it will also inhibit the average size of this year to only grow slightly by 0.6 inches to 45.2 inches.
BOE squeezed LGD into a shipping leader, and Innolux ranked third through project promotion.
Observing the TV panel shipment ranking in the first half of 2018, BOE officially launched the world's first 10.5 generation line in March this year, and the 65-inch shipment volume in the second quarter increased by 38.8%. The main 32-inch in the first quarter Under the support of the game, the demand was maintained, but after the second season, due to the demand has been advanced, coupled with the new production capacity of the Fuqing 8.5-generation line that was just mass-produced last year, BOE finally found the project model to 32-inch. And 43-inch capacity, which will boost the shipments in the first half of the year to 25.56 million, an annual growth of 31.4%, not only for the first time, but also for the first time in the first half of the year. Excellent manufacturer.
The LG Display (LGD), which has always been a TV panel shipment winner, has to achieve higher turnover and profit from limited capacity in order to compete with the large new capacity of the Chinese panel factory, so in addition to the 7.5 generation. The line is reduced by 43 inches and the production of 75 inches is increased. In the 8.5th generation line, 55 inches and 65 inches are actively expanded and the proportion of 49 inches is reduced. Although the size conversion affects LGD's shipments in the first half of this year, the annual decline is 4.3% to 24.91 million. The film, but the 55-inch, 65-inch and 75-inch combined shipments increased by 10.1% year-on-year, and the strategy of displaying the size conversion still works.
In the first half of this year, due to the weak demand for the main dimensions of 39.5 inches and 50 inches, the panel inventory level has been rising, resulting in the monthly shipment performance has not improved, so in May and June, the same way to reduce inventory through the project, driving 6 Shipments reached 5.11 million units per month, setting a new monthly high. It also boosted the shipment of TV panels in the first half of the year to 28,031,000, an increase of 2.9% year-on-year, ranking third.
Huaxing Optoelectronics boosted shipments, AUO reduced 5.9% year-on-year
In March of this year, Huaxing Optoelectronics (CSOT) indirectly affected the production and shipment of the month due to the first annual inspection of the 8.5-generation line (T1), but the capacity of the second 8.5-generation line (T2) was amplified. In the third quarter of last year, it reached full production, driving 55-inch shipments to grow 12.6% year-on-year in the first half of this year, while stabilizing overall shipments reached 12.929 million, an increase of 6.2%.
After the Samsung Display (SDC) shut down the factory in L7-1, the TV panel shipment strategy has changed from impulse to Poly. SDC simplifies the production line in the past year to increase the effective production capacity and maximize the production volume. In the second quarter of this year, the demand for the brand weakened, and the L7-2 and L8 were inspected annually. However, the 55-inch and 65-inch shipments in the first half of the year still grew by 28.9% and 30.3% respectively, and the total shipments reached 19,928,100. Increase by 4.7%.
Although AUO has expanded the capacity of 25K glass slabs in the 8.5-generation line this year, the new capacity will not be available until the second half of this year. In addition, AUO continues to expand the layout of 65-inch and 75-inch high-end large-size products, eroding Other small and medium-sized production capacity, resulting in a year-on-year decrease of 5.9% in the first half of this year to 12.492 million pieces, the most decline in the six major plants.
The global AMOLED mobile phone panel shipment list in the first half of 3.2018;
In the first half of 2018, global smart machine panels shipped 658 million pieces, of which 173 million pieces of AMOLED panels were shipped, accounting for 26.3%. Since the rise of the full-screen concept in the second half of 2017, the comprehensive screen has grown to maturity, with higher Notch Qi Liuhai, represented by the screen share ratio, became the mainstream in the first half of this year. Notch comprehensive screen In the first half of 2018, mobile phone panel shipments reached 117 million, of which AMOLED Notch mobile phone panels shipped 57 million.
Mobile phone brands represented by Apple, Samsung, Huawei, OPPO, vivo, Xiaomi will use AMOLED technology mobile phone screens on high-end flagship machines, such as Oppo Find X, Vivo NEX released in the first half of the year, and stimulated from the demand side. AMOLED mobile phone panels, especially the growth of the Notch full screen.
At present, AMOLED mobile phone panels are mainly dominated by Samsung Display, occupying 92.8% market share of global AMOLED mobile phone panels. In the first half of 2018, Continental AMOLED panel factory Vision Holdings shipped 3.9 million pieces, accounting for 42.5% of mainland AMOLED mobile phone panels. In addition, BOE AMOLED mobile phone panel shipments are flexible AMOLED, with shipments of 900,000 in the first half of the year. CINNO
4. The volume and price have risen, Jinan Guoji restarted the construction of an annual output of 2.4 million CCL production lines;
According to the micro-network news, the recent CCL copper foil substrate manufacturers ushered in the price surge, including Jianye, Weilibang, Shandong Jinbao and other companies have issued price increases notice. Copper foil substrate is an important substrate in the PCB manufacturing process, Under the high pressure of environmental protection, the supply of copper foil, the main raw material of CCL upstream is limited, and the price increase is obvious to CCL. The market is very good. On July 24, Jinan Guoji announced that the company will have an annual output of 6.6 million medium and high grades in June 2016. The first production line of the CCL project, that is, the annual production capacity of 4.2 million medium and high grade CCL production lines has been officially put into production, and the production capacity exceeds the design capacity, which can reach an annual output of 4.8 million. The production line is currently in production and sales are normal.
However, according to the market situation at the time, Jinan Guoji decided to suspend the construction of the second production line of the project. Jinan Guoji said that since the beginning of this year, the CCL market has undergone major changes, and the company decided to resume the construction of the second production line of the project. With an annual output of 2.4 million CCL production lines.
Jinan Guoji pointed out that after the completion of the production line, the total production capacity of Linan Project CCL will be expanded to 17.4 million sheets/year. In addition to expanding the company's production capacity, the construction of the production line will enrich the company's product structure and increase the diversity of the company's CCL products. Sex, and strengthen the company's competitiveness in the market segment, further enhance the company's product advantages, consolidate the company's market position in the CCL industry, and improve the company's overall comprehensive competitiveness.
According to industry analysis, the downstream PCB season is coming, communication, consumer electronics, automotive electronics and other multi-scenario demand will break out, the industry will usher in a high growth period; and as the upstream and downstream industry chain enters the business cycle, CCL is expected to usher in volume and price. Qi Sheng. (Proofreading / Spring and Summer)
5.6.NT$99,000, ASUS's world's first 144Hz, 4K e-sports display debut;
ASUS E-sports brand ROG announced on the 23rd that it will launch the new 27-inch e-sports display "ROG Swift PG27UQ", which is also the world's first overclocked 144Hz screen update rate, and the HDR highest quality standard NVIDIA G-SYNC HDR, DisplayHDR 1000 and Ultra HD Premium The certified 4K UHD (3840x2160) esports monitor also starts at NT$69,900. The ROG Swift PG27UQ esports display uses advanced quantum dot technology to support up to 97% of DCI-P3 and 99% of Adobe RGB wide color gamut. , plus pre-factory color pre-correction (Delta-E <3.0), 将呈现更趋近真实的细致色彩与流畅色阶, 为玩家带来超乎想像的视觉体验; 而外观设计同样匠心独具的ROG Swift PG27UQ, 另配备可自订的ROG Light Signal灯光与Light Signature投影套件, 玩家除可在桌面创造独树一帜的光影特效, 亦可藉由独家Aura Sync同步灯效成就缤纷绚丽的游戏氛围, 实现自我电竞风格. 其内建4K UHD显示面板, 并具备可超频的144Hz画面更新率, 能减少画面撕裂及输入延迟, 呈现极致流畅的高解析影像, 搭配NVIDIA G-SYNC显示技术, 还可大幅降低动作模糊, 破图等状况, 令移动中的物体看起来更清晰, 细腻, 因此玩家在进行快节奏的第一人称射击, 赛车, 即时战略及运动游戏时, 将能取得更多胜利优势, 轻鬆出击制胜. 全球首款也是唯一获得NVIDIA G-SYNC HDR, DisplayHDR 1000与Ultra HD Premium认证的ROG Swift PG27UQ电竞显示器, 最高亮度可达1,000cd/m2, 为一般市售标准显示器数倍, 同时还采用全阵列直下式LED背光设计, 可动态控制384个背光区域, 提升对比度, 打造更丰富自然的阴暗场景; 此外, ROG Swift PG27UQ另内建IPS面板与量子点技术, 可支援99% Adobe RGB, 97% DCI-P3超广色域, 加上低于3.0的∆E(Delta-E)色彩预先校正, 不仅能提供玩家4K HDR的高品质娱乐飨宴, 亦是所有专业人士与内容创作者的理想首选. 为提供更好浏览体验, ROG Swift PG27UQ电竞显示器, 特别搭载环境光感测器, 可依所处位置的照明状况自动调整屏幕亮度, 同时还内建获德国莱茵机构TÜV Rheinland认证的护眼技术, 能抑制屏幕发出的蓝光和恼人的闪烁影像, 再搭配符合人体工学的率性支架, 可随心所欲旋转, 倾斜及调整高度, 玩家无时无刻都能拥有理想的观看角度, 即使长时间征战, 也能保有令人激赏的绝佳舒适感. 全新ROG Swift PG27UQ电竞显示器, 除了强大显示效能, 还具备独家Aura Sync同步灯效, 搭配支架上可将ROG电竞之眼标志投射于墙面的ROG Light Signal灯光, 以及基座底部可自订的ROG Light Signature投影套件, 将能让玩家彻底释放心中电竞魂, 并在纵身游戏中攻城掠地的同时, 亦成为现实世界裡众人关注的目光焦点. 6.MicroLED will enter a boom and gather in the second half of next year;
Following the OLED technology, the new generation of display technology MicroLED will soon be asked in 2019, international manufacturers Apple, Samsung, Sony actively deploy MicroLED, Samsung will launch the first MicroLED TV next year, 2020 Micro LED business opportunities fully detonated, Taiwan Factory LED driver IC accumulation (3527) will be sampled in the second half of next year, is expected to benefit from this wave of MicroLED boom.
Due to the technical life, contrast, energy consumption, reaction time and viewing angle of MicroLED, it is better than traditional LCD and OLED. International manufacturers such as Apple, Samsung and Sony have already been actively deployed. Hon Hai has made great efforts to build the entire industry chain of MicroLED. Samsung's fastest pace, recently launched the first modular splicing MicroLED TV 'The Wall', recently announced that 2019 will launch a new generation of MicroLED TV, the body thickness is only 3 cm, the news shocked the industry.
Industry pointed out that MicroLED opportunities in 2019 detonated in 2020 to enter the industry sweet spot, according to research coordinating body n-tech Research's latest report that the global MicroLED market will reach $ 2.7 billion in 2019, to 2022 then doubled to grow to 107 billion dollars, while DRAMeXchange's LEDinside the report estimates, in 2022 MicroLED and MiniLED's market value will reach $ 1.38 billion, of which $ 694 million contributed by the Micro LED display will enter the Micro LED next four years of rapid growth.
LEDinside pointed out that the initial MicroLED technology will have the opportunity to introduce special display applications, especially those that cannot be achieved by LCD or OLED displays, which will be complemented by MicroLED technology. Including AR micro-projection devices with high brightness requirements, automotive HUD projection applications , and even the super large display board, will see Micro LED technology imported in the short term.
The LED driver IC of Taiwan Plant cooperated with ITRI to develop MicroLED, shortening the development schedule and layout. It is expected that the client will be sampled in the second half of 2019. In addition, in the MiniLED section, new products can be released in the second half of the year. Cut into the backlight module market. The legal person estimates that in 2020 MicroLED can start to pay attention to the obvious performance figures for the accumulation.