1.H1 global OLED panel mobile phone shipments 200 million pieces The land plant has grown significantly;
According to Sigmaintell data, the number of global smartphone AMOLED panels shipped in the first half of this year was nearly 200 million, accounting for about 21% of all smartphone panels. Samsung Display (SDC) still dominates and has an absolute advantage. China's four major mobile phone brands push, China's panel factory grows significantly.
From the panel manufacturer's situation, Samsung Display still has an absolute advantage in the smartphone AMOLED panel market. According to Qunzhi Consulting data, SDC shipped approximately 190 million smartphone AMOLED panels in the first half of the year, accounting for 94.7% of AMOLED panels. .
LGD ranked second in smartphone shipments of AMOLED panels in the first half of the year with 3.9 million shipments, but the gap with Samsung showed a large gap; LGD Korea E5 production line was mass-produced in the second half of last year, benefiting from Google mobile phones and LG mobile phone demand has been driven, and has maintained relatively stable shipments. In the second half of this year, with the mass production of South Korea's E6 production line and Apple's 6.5 吋 iPhone new machine shipment, shipment of AMOLED panels on smartphones is expected to be faster. increase.
China's panel maker Visionox is eye-catching, ranking third with 3.7 million shipments, with a market share of 1.9%, which is very close to LGD; the number of shipments of Visionox Kunshan production line has increased rapidly since this year. With the 6.01 吋 full-screen panel shipped in volume in the second quarter, shipments will continue to increase in the second half of the year.
The other two panel makers, Hui and Tianma, ranked 4th and 5th respectively with 2.3 million pieces and 500,000 pieces of shipments; the two manufacturers have a stable style and continuously tap the potential of the existing production line; 4.5 The production line has a good utilization rate. In the beginning of July, 5.5 吋 flexible AMOLED panel shipments will be realized. Tianma will continue to improve its competitiveness through the improvement of product specifications while ensuring stable shipment of Shanghai production line. Wuhan 6th generation production line Mass production in June will further push up shipments in the second half of the year.
Qunzhi Consulting pointed out that from the AMOLED manufacturer's shipment ranking, it can be seen that in addition to SDC's leading position, the competition of other manufacturers' shipments is fierce, especially the shipment growth of Chinese panel makers is obvious; Data, Visionox, Hehui, Tianma's shipments in the first half of this year have increased significantly compared with the same period of last year, the three shipments increased by 365%, 145%, 260%.
2. Grab the Apple iPhone supply chain Sharp will mass produce OLED panels;
In order to enter the OLED supply chain of Apple's iPhone next year, Sharp of Hon Haiqi will mass produce OLED panels. According to Japanese media reports, Sharp Vice President Nomura wins that Sharp has started producing OLED panels in June. The brand-name smartphone products with self-made OLED screens will be sold this fall.
According to Japanese media, Sharp Vice President Nomura said publicly that Sharp has started producing OLED panels in June, and its own branded smartphone products with self-made OLED screens will be launched this fall. The industry believes that Sharp has OLED mass production. After the strength, in 2019, it is possible to compete with Samsung and other panel makers for orders for iPhone OLEDs. If Sharp successfully grabs the order, it is expected to continue to increase Hon Hai's gross profit margin.
Hon Hai is currently the largest assembly plant for the OLED version of the iPhone. It is also the main supplier of two OLED versions of the iPhone in 2018. Together with the production of OLED panels by Sharp, if Apple can supply Apple in 2019, it will help Hon Hai reach an iPhone. The goal of dragon assembly will help reduce Hon Hai's assembly costs and increase gross profit margin. Hon Hai will be the biggest beneficiary.
The Asahi Shimbun reported that Sharp has invested tens of billions of yen in the OLED manufacturing line at the Mie Plant and the Handan Factory. The OLED panel will be produced on the high-end models of its own brand 'AQUOS', which is expected to demonstrate the quality of the OLED panel. The goal is to sell to Apple, mainland smartphone factories and other external companies in the future.
According to the market, the screen of the new iPhone model in 2019 will be equipped with OLED screens, and LCDs will no longer be used. This means that Apple’s demand for OLED panels is increasing, but suppliers are still concentrated in Samsung’s hands. If the summer popularization of LGD is also energy-production OLED, even in 2020, the mainland panel factory BOE also joined the supply of OLED panels, which will solve the apple problem.
According to industry analysts, OLEDs have the advantages of self-illumination, high contrast, light weight, good color saturation, wide viewing angle and fast response. They are not comparable to traditional LCD panels, so they are favored by Apple. After Sharp's mass production of OLEDs, Will help Apple achieve the goal of 'going to Samsung'. ETtoday
3. LG Display may plan to produce foldable displays in 2019
According to reports, LG Display is one of the leading manufacturers of LCD and OLED displays, and has decided to start producing foldable OLED displays. LG has been developing this technology for many years, but competitors such as Samsung Display and BOE have begun to produce foldable displays. The launch of LG is still in the development stage.
The source explained that although Samsung Display is the leader in foldable display technology, its products are likely to be available only to Samsung Electronics, and competitors who do not want to miss the innovative shape can choose LG Display or BOE as an alternative manufacturer.
Smartphones with LG OLED displays include LG V30 and Google Pixel 2 XL. Although Pixel 2 XL suffers from a variety of screen issues such as screen aging, LG has been expanding its OLED supply in recent months, and recently reached an agreement with Apple. .cnBeta
4. BOE A 75-inch panel has started shipping?
Panorama Network August 2, BOE A responded to a number of investor questions on the interactive platform on Thursday, including Hefei 10.5 generation line progress, screen fingerprint technology development progress, flexible OLED industry, e-sports display and many other content. , and responded to the rumors of the 75-inch panel shipment, Chengdu B7 factory.
BOE A75 吋 panel has started shipping?
BOE A (000725): The company's Hefei 10.5 line has made good progress and has reached cooperation with many brand customers. Both 65-inch and 75-inch products are shipped.
Q: It is reported that the company's 75-inch panel has already started to ship. The 8K TV panel is scheduled to be shipped in the fourth quarter. Is there an order already in place? Is it true?
A: The company's Hefei 10.5 line has made good progress and has reached cooperation with many brand customers. Both 65-inch and 75-inch products are shipped.
The first phase of the Chengdu B7 plant has achieved full capacity, and the second phase of the equipment has been installed for mass production testing. The third phase of the equipment has also begun to move in?
BOE A (000725): The company's 6th generation flexible AMOLED production line in Chengdu is progressing smoothly, and its production capacity and yield continue to increase.
Q: It is reported that the first phase of the equipment of the Chengdu B7 plant has been fully loaded, the second phase of the equipment has been installed for mass production testing, and the third phase of the equipment has also begun to move in. Is it true?
A: The company's 6th generation flexible AMOLED production line in Chengdu is progressing smoothly, and its production capacity and yield continue to increase.
5. Internet TV encounters 'cold winter' or Linda reshuffle;
Internet TV encounters 'cold winter' or Linda reshuffle
Yin Limei, Quartz
A few days ago, LeTV (300104.SZ) semi-annual report performance notice disclosed that the company's loss in the first half of the year was 1.11 billion yuan, and the building will be pushed to the crisis abyss: LeTV has the risk of stocks being suspended. The 'Gem of the GEM', the status quo of LeTV is embarrassing. With the LeTV network going down the 'Altar', the Internet TV brands that once stood in the forefront have also fallen into decline.
Not only does it encounter the 'cold wave', Internet TV brands are also facing strong attacks from traditional TV manufacturers on content resources, smart TV and user operations. Under the difficulties of internal and external affairs, can Internet TV brands win the battle?
In response to this question, Storm TV CEO Liu Yaoping said in an interview with the China Business Journal that in the era of artificial intelligence, the advantages of Internet TV brands that truly have user platforms and user data are becoming more and more obvious. 'With hardware and supply chain The era of leading the development of the industry has passed, and the combination of soft and hard, with strong data operation capabilities is the key to the development of the current TV industry.
Recently, the funding problem of Stormwind Group has also received much attention from the outside world. In response to this 'storm', Liu Yaoping responded that 'Storm TV has never been affected by excessive funds.' At the same time, according to him, after receiving 500 million yuan After the capital increase, the storm commander will soon have a larger amount of financing. However, Liu Yaoping did not disclose the specific financing amount, only that 'subsequent announcements' shall prevail.
See still, micro whales and other crisis spread
At the end of last year, the operator behind the TV, Global Zhida Technology (Beijing) Co., Ltd. (hereinafter referred to as 'Global Zhida') was exposed to 'force employees to leave the job and not to pay wages' 'I don’t care about the debts of nearly 100 million suppliers. Asked 'and other questions. In January this year, popular TV was accused of false publicity. In March of this year, Micro-Whale Technology Co., Ltd. (hereinafter referred to as 'micro-whale technology') was exposed to disputes with suppliers. Recently, Storm Group (300431.SZ ) Also involved in the storm of 'deep capital crisis crisis'.
The reporter found out that after the capital chain crisis broke out at the end of last year, the status quo of Global Zhida became increasingly distressed.
A few days ago, when the reporter logged in to the National Enterprise Credit Information Publicity System, he found that Global Zhida was listed on the business exception list on February 1, 2018 because it could not be contacted through the registered residence or business premises. At the same time, the national enterprise credit information According to the public information system, the wholly-owned subsidiary of Global Zhida, Shangshang Media (Beijing) Co., Ltd. (hereinafter referred to as 'Seeing Media') was also listed in the Chaoyang District of Beijing Administration for Industry and Commerce on July 4, 2018. The list of exceptions, the reason is also that the registered residence or business premises cannot be contacted.
On July 27, the reporter visited the registration site of the Global Zhida in Building 2, No. 18, Shijingshan Road, Shijingshan District, Beijing. However, when the reporter arrived at the site, the staff on duty told the reporter, 'This company two years ago I have already moved away.'
Subsequently, according to the public information of Global Zhida, the reporter came to the Global Zhida CAN Super TV Headquarters of Zhonghang Development Building, No. 14 Xiaoguan Dongli, Anwai, Chaoyang District, Beijing (the place is also the industrial and commercial registration place of Shangshang Media). However, there is no global figure of CAN Super TV Headquarters and Kanshang Media's 'Shadow'. According to the building property staff, Kanshang Media probably moved away in December last year. In addition, the reporter also noted that CAN see Shang Shang official website can not be accessed normally.
According to Kaixinbao, Global Zhida was listed in the Shijingshan People's Court of Beijing in June this year by the People's Court of Beijing. In addition, from February to June 2018, Global Intelligence reached 11 labor disputes. Among them, Global Zhida repeatedly appealed to the court on the grounds of operational difficulties, refused to pay employees' wages, canceled labor contract economic compensation, travel expenses, medical insurance expenses, etc.
Luo Yong, the former public relations manager of Global Zhida, said in an interview that due to business difficulties, the position of Global Zhida brand promotion is currently in a vacant state. 'Now Global Zhida has no external communication demand, and some of its business may be in a state of stagnation. '
In addition to Global Zhida, the current situation of Wei Whale Technology is also optimistic. The reporter learned from the China Judgment Paper Network that in April this year, in the contract dispute with Guangzhou Liangjian Advertising Media Co., Ltd., the Xuhui District People's Court of Shanghai ruled that the freeze, Transfer, extract bank deposits under the name of Micro-Whale Technology, earn RMB 158,5282.1 yuan or seal up, seize and auction the property of its corresponding value. In addition, Kaixinbao data shows that from February to June 2018, micro whale technology total 4 The time was included in the list of executed persons.
'Zhangshang TV is currently in a strategic contraction, but it relies on the resource advantage of the parent company Guangdong Network (002175.SZ) (Beijing) Co., Ltd. (CIBN), and will restart the TV hardware business in the future. As radical as before, but the TV hardware business will not be lost. In the future, it should be a small and beautiful TV brand with a clear positioning in the segmentation field. A person in the home appliance industry close to the above two companies said.
'Three Kingdoms Kill' situation
Dong Wei, vice president of Aowei Cloud Network, told reporters that after the latest round of industry reshuffle, the current Internet TV camp has entered the era of millet, storm, and popular, all of which have their own advantages. 'Millet new retail, ecological chain The success, as well as the improvement of its overall brand image, are conducive to the development of its TV business. In the storm, the TV business helmsman Liu Yaoping has many years of experience in traditional brand management, and he also has the previous offline channel resources. It is firmly rooted in the third- and fourth-tier markets, and its controlling shareholder Shenzhen Zhaochi Co., Ltd. (002429.SZ, hereinafter referred to as 'Zhaochi Shares') is a foundry and has a strong supply chain capability. ' Dong Min said.
The industry believes that LeTV's departure has made Xiaomi the biggest vested interest in the Internet TV camp. According to Zhongyikang data, in the 2018 '6·18' big promotion color TV market online sales list, Xiaomi brand sales Ranked first in the industry. At the same time, Dong Min told reporters that according to the statistics of Aowei.com, in the first half of 2018, the sales of Xiaomi TV has reached about 3 million units.
In the view of Feng Xin, chairman and CEO of Storm Group, and Liu Yaoping, Storm TV, Xiaomi is the biggest competitor of Storm TV. 'The storm and Xiaomi must have a battle'.
Feng Xin believes that the difference between Storm TV and Xiaomi is in three lines: 'One is cost performance; Second, Internet service and Internet technology, AI voice must be the main way of interacting with the Internet in the future. Storm last year decided to regard this as the future of the company. The most important line of Internet development is to do; Third, Internet value-added services, the key is to see who can take the lead in Internet value-added services.
In Liu Yaoping's view, the storm is going to compete with Xiaomi. The essence is to compete for the price segment and pricing power. 'An important price segment, who has made overwhelming quality products and services, who will win.'
In response to the 'Wind Rice Controversy', Liu Buchen, a senior analyst in the home appliance industry, told reporters that 'Millet is the most important hardware construction among all Internet TV brands, and hardware is an important direction for all Internet TV brands to work hard. TV hit the price war, did not grasp the focus of Internet TV development, it is also the thinking of the music era.
However, Dong Min believes that the current imperative of Internet TV brands at this stage is to make the scale bigger. At present, Storm TV adopts a low-price strategy for this reason. 'The scale is bigger, which is conducive to cost reduction and is conducive to occupying the Internet. It also helps to increase its market value for subsequent financing.
Still have 'shuffle' risk
Since LeTV has stirred up the traditional home appliance industry with the role of 'subversives', Internet companies such as Xiaomi and Storm have sprinted, and a large number of Internet TV brands have begun to expand rapidly. However, Internet TV brands are adopting content advantages and low price strategies. After quickly grabbing the market, its own shortcomings in the supply chain and channels are also exposed.
Where is the way out for Internet TV brands? In Dong Min’s view, Internet TV brands should pay attention to their strengths and avoid weaknesses: In terms of 'together', give full play to the advantages of Internet TV brands in user operations; The control of the supply chain.
In addition to solving their own problems, Internet TV brands still have to face the test of the development trend of the whole industry. For a long time, the Internet TV brand, which is known as the 'price butcher', has branded the low-end impression of the products in the hearts of consumers. What are the performances of Internet TV brands in the high-end industry trends in the color TV industry?
'At present, Internet TV is obviously lagging behind traditional TV companies in high-end transformation. For example, traditional TV companies started to promote OLED TVs and quantum dot TVs five years ago. Internet TV brands have not done anything in this regard. ' Liu Buchen said .
In Dong Min's view, under the trend of high-end industry, the main products of each brand should depend on their respective brand positioning and target user groups. But he also said that it is necessary for Internet TV brands to bind high-end core supply chain manufacturers. , to produce some high-end products to maintain the brand image. And to the high-end transformation, it needs to increase the layout of offline channels.
Regarding the issue of traditional TV brands and Internet TV brands who will become the ultimate winners on the Internet TV track, Hongshi Bin, an observer of the home appliance industry, told reporters in the interview: 'On the road of TV Internet, we cannot rely on traditional TV brands for self-revolution. In the end, it must be a new species such as the Internet TV brand to trigger the fission and innovation of the TV industry.
However, from the perspective of the industry environment in 2018, the sales of Internet TV brands are not “good”. According to Zhongyikang data, in the first half of 2018, sales of color TV market increased by 0.7% year-on-year, and sales decreased by 5.9% year-on-year. Aowei cloud network data, the market share of Internet TV brands has further shrunk, has dropped to 10%. In addition, with the decline in the price of upstream panels, the prices of TVs of traditional TV manufacturers have been lowered, and the price advantage of Internet TV brands has been weakened.
Facing the above market environment, Liu Yaoping told reporters: 'Although the total market growth of the color TV industry is not large, the survival status of each brand is quite different. In the current situation of sluggish demand in the whole industry, the sales growth of storm and millet are both Obviously, there will be huge structural changes in the color TV industry in the future.
Different from Liu Yaoping's point of view, Liu Buchen believes that 'the whole color TV market is not good, and Internet TV brands are not likely to be detached. In addition to Xiaomi, other Internet TV brands are likely to be 'shuffled' in two years. ' China Business report
6. LeTV's debt of 80.3 million yuan in default
(Reporter Zhang Qin) LeTV.com announced an announcement last night, saying that a debt of 80.3 million yuan was overdue, and the company still has a debt of 1.8 billion yuan due to expire at the end of this month. According to the announcement of LeTV, it was operated by the company. The impact of the tight capital chain, the company '15 LeTV 01' bond should have redeemed the principal and interest yesterday, but failed to meet the principal and interest of the remaining bonds on time constitutes a breach of contract, which may lead to the risk of the company to bear the corresponding responsibility. According to the reporter of Beiqing Daily, this The default bond is LeTV's first non-public offering of corporate bonds in 2015, bond code 118337. The bond issuance amount is 1 billion yuan, and the bond coupon rate is 10.00%. The bond has a maturity of 3 years and is issued at the end of the second year. The person raised the coupon rate option and the investor's option to sell back. At present, the current bond balance is 73 million yuan, and the current coupon rate is 10.00%. The company should pay the redemption fund of RMB 80.3 million yesterday.
LeTV.com said yesterday that the company is currently caught in the whirlpool of public opinion, operating difficulties, the controlling shareholder's breach of the loan commitment and the huge amount of related party debts can not be recovered, resulting in extremely tight company funds, which hindered the normal development of the company's business. In the face of severe financial constraints, production and management were once stagnant, and at the same time, a large number of employees left the company, a large number of suppliers owed money and financial institutions loan maturity.
LeTV.com said in the announcement that the company's management is currently trying to solve the operational difficulties faced, but the company's main business is still recovering.
According to LeTV.com, the company's debt types include financing loans, operating liabilities and non-operating liabilities. Among them, the debts of financial institutions that are due to expire by the end of August are estimated to be about 1.843 billion yuan, accounting for about 9% of the company's total liabilities. the above.
After a large number of sharp declines, LeTV's share price rebounded yesterday, rising 1.25% throughout the day, closing at 2.43 yuan / share.
Beijing Youth Daily