1. Huawei Mate 20 Pro confirmed the use of off-screen fingerprint technology;
Although the Huawei Mate20 series will not be officially unveiled until this fall, the related rumors have long been heard. Just after the Huawei Mate 20 models were approved by the radio transmission model, the Huawei Mate 20 Pro, which debuted now, also has the latest news exposure. .
Previously, digital bloggers broke the news that Huawei Mate20 series project preparation phase has two sets of unlocking schemes, namely 3D structured light + rear TOF and 3D structured light + screen fingerprint, but the set of production machines has not been determined. But a few days ago In the report submitted by China Merchants Electronics, the Huawei Mate 20 Pro with the internal code of 'Laya' will use the second-generation fingerprint unlocking solution of Huiding, which means that Huawei Mate20 Pro will not be rumored as in the past. Equipped with front and rear structural light technology.
As the highest-end flagship of Huawei, the Mate series will naturally not fall behind. The Leica three-shot on the P20 Pro will of course inherit the Mate 20 series. The Kirin 980+GPU Turbo is the killer of the Mate 20 series, and the 40W super fast. Charge and so on. Huawei Mate 20 series will bring us surprises and shocks, we will see you in the fall.
Pacific Internet
2. BOE | B7 factory and Hansong signed a purchase order for OLED equipment;
Hansong Neotech announced on July 27 a single sales and supply contract for OLED panel equipment (self-discipline announcement).
The main contents of the announcement are as follows:
Contract products: OLED display equipment
Contractor: Chengdu Jingdong Photoelectric Co., Ltd.
Sales and supply area: China
Contract amount: 1.46 billion won (about 10.35 million RMB)
The company's recent sales: 61.97 billion won (about 378.6 million RMB)
Sales share (%): 2.35%
Contract period: July 27, 2018 ~ July 30, 2018 (3 days contract time)
One contract: July 27, 2018
According to OLED Industry, Hansong Neotech is located in Gumi, a manufacturer of FMM equipment for key process equipment for next-generation display organic light-emitting diodes (OLEDs). It has the world's best OLED mask line equipment design, analysis and stretching technology. Has won a good customer base including China BOE, GVO and CSOT. But with the liberation of HIMS and Samsung's previous agreement, the future may form a new pattern.
Hansong Neotech's current business scope covers FMM net machines, CMM net machines and other equipment, as well as related cleaning equipment. OLEDindustry
3. TV panel shipments increased by 11% in the first half of the year;
Suspension of recession
In the first half of 2018, the panel industry has undergone no small changes. First, panel prices have become more popular with the people in the first quarter of this year, attracting brands to increase purchases. After the second season, panel makers have effectively reduced production capacity and inventory through project methods. According to TrendForce Optoelectronics Research (WitsView), the latest report on TV panel shipments in the first half of 2018 shows that shipments totaled 136.89 million, an increase of 11%, not only for two consecutive years. The recession has hit a new high in the same period.
WisView research manager Hu Jiaxuan pointed out that 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.
32吋 China has a special liking
However, it can be seen from the shipment situation in the first half of this year that the Chinese panel factory is still difficult to give up for 32 baht in a short period of time, which not only accounts for 32.4% of the total TV panel shipments, but also increases shipments by 26.2% compared with the same period of last year. Driven by the 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 grow by only 0.6吋 to 45.2. Inches.
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. The shipment volume of 65吋 in the second quarter increased by 381.8%, and the main 32-inch market in the first quarter. Under the support of the game ahead 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. The 43-inch capacity will boost the shipments in the first half of the year to 25.26 million, an annual growth of 31.4%. Not only will the first-time shipment of the LG Display station (LGD) station in the first half of the year, but also the best performance among the six TV panel manufacturers. Manufacturer.
LG faces size conversion
It has always been the LG monitor of the TV panel shipments. In order to compete with the large new capacity of the Chinese panel factory, it is necessary to obtain higher turnover and profit from limited capacity, so it is reduced in addition to the 7.5 generation line. 43吋 and increased production by 75吋, while the 8.5th generation line actively expanded 55吋 and 65吋 and reduced the proportion of 49吋, although the size conversion affects LGD shipments in the first half of this year, the annual decline of 4.3% to 24.91 million pieces, but 55吋, 65吋 and 75吋 combined shipments increased by 10.1% annually, and the strategy of displaying size conversion still works.
Group creation shipments hit a month high
Innolux (3481) In the first half of this year, due to weak demand for main sizes of 39.5吋 and 50吋, the inventory level of the panel continued to rise, resulting in a constant monthly shipment performance. Therefore, in May and June, the inventory was also reduced through the project. It drove sales of 5.11 million pieces in June, setting a new monthly high. It also boosted the shipment of TV panels in the first half of the year to 20.83 million, an increase of 2.9%, ranking third.
Huaxing Samsung shipped stable
Huaxing Optoelectronics (CSOT) in March this year due to the first 8.5 generation line (T1) annual maintenance, indirectly affect the production and shipments of the month, but the second 8.5 generation line (T2) second phase of expanded capacity has been last year In the third quarter, it reached full production, driving 55吋 shipments in the first half of this year to grow 12.6% year-on-year. At the same time, the overall shipments reached 12.9292 million, an increase of 6.2%.
Samsung Display (SDC) After the L7-1 shut down, the TV panel shipment strategy has changed from impulse to Poly. SDC simplifies production lines in the past year to increase effective capacity and maximize production, so even In the second quarter of this year, the brand demand weakened, and the L7-2 and L8 were repaired annually. However, the shipments of 55吋 and 65吋 in the first half of the year still grew by 28.9% and 30.3% respectively, and the total shipments reached 19,928,100. Annual increase of 4.7%.
AUO has the most decline
Although AUO has expanded the capacity of 25K glass slabs in the post-8.5 generation line this year, the new capacity will not be available until the second half of this year, and AUO continues to expand the layout of 65-inch and 75-inch high-end large-size products. Erosion of other small and medium-sized production capacity, resulting in a year-on-year decrease of 5.9% in shipments to 12.492 million pieces in the first half of this year, the most decline in the six major plants.
4. The profit of the countertop factory is better than that of the Han factory in the previous season.
Since the beginning of this week, the panel makers have announced the semi-annual report. The Korean company LGD is the first to announce the second quarter earnings report. The net profit after tax in the second quarter was 310 billion won, equivalent to about 8.83 billion yuan. The second quarter of AUO was attributed to the owner's net profit. It was 1.25 billion yuan, and the profit per share was 0.13 yuan. The Taiwanese factory surrendered profitability in the first half of the year and performed better than the Korean factory.
LG loss is expanding again
In the first quarter of this year, LGD turned from profit to loss. In the second quarter, the panel price continued to fall. The loss amount continued to expand. According to the financial report released by LGD, LGD's last quarter revenue was 5.61 trillion won, and the contract was NT$146.627 billion. Decrease by 1%, annual reduction of 15%, operating loss of 228 billion won, discount of NT$6.69 billion, net loss after tax of 310 billion won, and a contract of NT$8,831 million.
AUO's consolidated revenue for the second quarter of this year was 75.05 billion yuan, an increase of 0.8% over the first quarter of the second quarter. The net profit attributable to the parent company in the second quarter was 1.25 billion yuan, and the net profit per share was 0.13 yuan. The cumulative revenue for the first half of this year was consolidated. 14.95 billion yuan, the net profit attributable to the parent company in the first half of the year was 5.56 billion yuan, and the net profit per share was 0.58 yuan.
In the second quarter of 2018, the shipment of large-size panels (3) was approximately 27.98 million units, a decrease of 2.1% from the first quarter. The shipment of small and medium-sized panels in the second quarter was approximately 45.32 million units, a decrease of 2.7% compared with the first quarter. .
AUO pointed out that in reviewing the second quarter, although the TV panel faced greater price pressure, the company actively adjusted its product line and product mix. The single-quarter revenue increased slightly by 0.8% from the previous quarter, and the single-quarter operating profit was 2.10 billion yuan. The net profit attributable to the parent company was NT$1.25 billion, and the relatively stable operating results were maintained. In terms of financial structure, the inventory days were 34 days and the net debt ratio was 5.6%, both of which were at a healthy low water level.
AUO: Q3 stock health
Looking forward to the third quarter, the market inventories have returned to a healthy level. Customers are actively preparing for the peak sales season. The company will also be fully prepared for shipment in the peak season. In the future, AUO will continue to promote value transformation and technology regardless of fluctuations in the industry boom. Innovation, which in turn enhances overall competitiveness and maintains sound operations.
Union Evening News