AUO (29) made its debut in Taiwan for the first time in the world's first 12-inch full-color active Micro LED display technology, which became the highlight of the Touch Taiwan exhibition. Chairman Peng Shuanglang pointed out that with current technology, Achieving medium size is also a relatively simple entry point, but it is also frank that there is no timetable for commercialization, but the speed is already accelerating with more and more manufacturers investing. He stressed that the future is still a niche. Product as a target.
Friend of Pengda Peng Shuanglang (left) pointed out that the development of MicroLED locks niche products
Peng Shuanglang said that after winning the "2018 SID Exhibition Best Award" for full-color active micro LED display technology in May this year, it attracted more manufacturers to invest in the research and development of Micro LED. Today, it is exhibiting a larger size of Micro LED display technology. , highlighting AUO's technological superiority.
He pointed out that there are more and more operators investing in equipment manufacturers and Micro LED industrial chain manufacturers. With the existing backplane technology, medium-sized products can be achieved. If it is a larger size product, it will involve The problem of attenuation during current drive, in addition, in the transfer technology, is now about 10-20 吋 medium size products.
Peng Shuanglang believes that at present, the smaller size is relatively simple, and it is an entry point. The larger part is the result of the splicing method for the larger product. He emphasizes that the application can be ready to enter the commercialization. The more companies invest, the faster the speed will be. Now there are a lot more manufacturers, and the speed will be faster.
He said that Micro LEDs have self-illuminating properties. Unlike LCDs, which have backlights, there will be one side. LEDs can be seamlessly spliced together. AUO specializes in the backplane, and LEDs are developed with partners, from the backplane. Assemble this paragraph, even until the finished product is AUO's expertise, but will not touch the LED.
Peng Shuanglang pointed out that the commercialization of Micro LED should be applied to that project in advance. At present, it seems that there is an early situation under the investment of the manufacturers, but the actual timetable is still unpredictable. AUO will still be niche-type in the future. Product as an entry point.
Ingenuity finishing machine, car next year, the whole machine shipment doubled the car year-on-year growth group (3481-TW) Chairman Hong Jinyang today (29) pointed out that in the past one month, the demand for panels below 50 回 has warmed up and prices have rebounded. The visibility of orders will be at the end of this year, optimistic about the third quarter, the fourth quarter operation has improved significantly compared with the second quarter; General Manager Xiao Zhihong pointed out that this year's machine shipments will be about 2 million to 3 million units, which will double next year, the number of customers will be double-digit goal; car parts over the next three years will grow year by year, the target market share of 20%.
Xiao Zhihong said that the total shipments will be about 500,000 units in September this year. It is expected that the annual shipment will reach 2 to 3 million units, and will double to 5-6 million units next year. The number of customers is also the goal of efforts. There are currently 3 customers. The medium and long-term goal is to break through the two digits.
Innolux said that the current annual shipment of TV Open-cell (semi-finished products) is about 40 million pieces, and the price of one machine is 40-50% higher than that of the same size TV Open-cell. Selling one machine is about equal to Two-piece TV Open-cell panel, which helps to draw the average unit price of the panel shipment.
Hong Jinyang said that in the second quarter, the price strategy will be used to reduce inventory, and the second half will enter the peak season. As the yield of new capacity in mainland China still needs to be overcome, plus component shortages, including MLCC, driver panel IC, polarizer, MOSFETs and other products have been out of stock, limiting the panel production capacity that was originally scheduled to be opened in the second half of the year. He pointed out that in the external environment, the voluntary and involuntary production reduction, the production capacity is affected, and the market demand is not problematic, the order visibility is up to this year. In the second half of the year, the traditional peak season has entered. In the past one month, demand below 50 回 has returned to temperature, and prices have rebounded. In the third quarter, the fourth quarter operation will be improved compared with the second quarter.
In the automotive market segment, Innolux pointed out that the current market share of automotive panels is about 14.7%. It is expected to grow in volume in the next three years. The market share will increase by 20% in three years. It is expected to surpass Japan's JDI and return to the global market. Take the first place.
Sino-US trade war impact Group drive vehicle panels are transferred back to Tainan production
"Touch Taiwan 2018 Intelligent Display and Touch Exhibition" was grandly launched today (29). For the Sino-US trade war continues to heat up, Hong Jinyang, chairman of Innolux (3481), pointed out that the impact is mainly in medical and high-end automotive products. The impact of the estimated profit can be controlled in the single digit range; AUO (2409) Chairman Peng Shuanglang is worried that the long-term fear will affect the global economy.
Hong Jinyang pointed out that Innolux continues to pay attention to the development of Sino-US trade wars. Consumer electronics such as television are not included in retaliatory tariffs and have not been affected so far; special-purpose products such as medical and automotive products, etc. Affected by the impact, but the revenue ratio is not large, only the car and medical products are a niche market with a positive layout. The impact on profit is in single digits. Innolux is looking for solutions, including transfer to other Local assembly or find other foundries to help.
Yang Zhuxiang, general manager of the TV industry business group, said that the group has a record, such as the car panel is also produced in Shanghai and Tainan, in response to this change, can be changed back to Tainan production, TV assembly also has production lines in Foshan and Tainan, respectively. The group also has production bases in Mexico. If the situation is serious, it can also be transferred to Mexico and other places for assembly.
Peng Shuanglang said that whether the US-China trade war will include 3C products and other retaliatory tariffs, and no detailed projects have yet been seen, but the United States is the world's largest market, accounting for one-third of the market's share. If the United States initiates retaliation. Sexual tariffs, in the short term, manufacturers may not be able to pass on to consumers, and will be borne by the manufacturers themselves. If manufacturers add costs to consumers in the long run, it will cause the consumer market to shrink and affect the global economy.