[anticipate] season of demand of face plate of mobile phone of apple of the 3rd season adds 2 times

[anticipate] season of demand of face plate of mobile phone of apple of the 3rd season adds 2 times

Season of demand of face plate of mobile phone of apple of the 3rd season adds 1. 2 times;

2. is passed new problem of occurrence light leak of screen of 6.1 inches of IPhone wants to be bought so that wait longer;
3.2018 years Chinese 4K/8K shows; of face plate trend
4. apple is newPatent The new-style glass face plate that makes IPhone more durable

Season of demand of face plate of mobile phone of apple of the 3rd season adds 1. 2 times;


Grind tone orgnaization group wisdom report of to inquire and consult points out, the whole world is famousBrandThe 3rd season is opposite the apple the total demand of mobile phone face plate is close 100 million, relatively the 2nd season grows double above, other mobile phoneBrandAlso will active stock up, salute busy season advent.


Group wisdom to inquire and consult (Sigmaintell) is evaluated, experience is off-season first half of the year, demand of face plate of mobile phone of wisdom of whole world of the 3rd season is close 530 million, relatively the 2nd season grows considerably, be in especially the apple is newProductActive stock up is driven, face plate demand begins strong.


Group wisdom to inquire and consult expresses, first half of the year mobile phoneThe marketCool, supply exceeds demand of face plate of wisdom mobile phone, second half of the year is enteredThe marketBusy season, the state is expected to improve; And because ofDriveIC chip be in short supply, drive partial norms to face plate rises or keep balance.


Group wisdom to inquire and consult beforehand appraise, total demand of face plate of mobile phone of wisdom of whole world of the 3rd season makes an appointment with 530 million, relatively the 2nd season grows considerably.


Group wisdom to inquire and consultInvestigation, shipment of mobile phone of wisdom of whole world of the 1st season measures more than 320 million, relatively the corresponding period glided last year 2.6% ; The 2nd season fears still be being cast off hard relatively the corresponding period glided last year trend, beforehand appraise shipment of mobile phone of wisdom of whole world of the 2nd season more than 330 million, relatively the corresponding period glided last year 0.4% .


InvestigationShow, demand of market of face plate of mobile phone of the 2nd season did not improve apparently, mix as a result of full screen at the same time the development of abnormity cut screen, the diversification of face plate, guest is made change rate tall, for avoidInventoryRisk, terminal manufacturer is more careful also to the stock up of face plate, cause demand of integral face plate exhausted weak.


Group wisdom to inquire and consult is evaluated, supply and demand of face plate of mobile phone of wisdom of whole world of the 3rd season tends evenly, at the beginning of the 3rd season as a result of abnormity screenFine rateInfluence, the supply amount of face plate may be small a fall after a rise, asFine ratepromotion and stability, the influence that average size magnifies, face plate of liquid crystal of the 3rd season, and rigid and active organic glow 2 extremely body (AMOLED) small growth in the supply stability of face plate; Flexible AMOLED is produced can last augment, supply growth is more apparent.


Group wisdom to inquire and consult beforehand appraise, whole of face plate of mobile phone of wisdom of the 3rd season is supplied relatively the 2nd season increases 8% , among them flexible AMOLED furnishs relatively the 2nd season increases nearly 30% , advocate because of malic demand grow. (editor: Linyi sharp edge)


Central company


2. is passed new problem of occurrence light leak of screen of 6.1 inches of IPhone wants to be bought so that wait longer;

Think commonly, the apple is in likely autumn publishs 3 new IPhone at a heat this year, it is the machine that 5.8 , 6.5 use OLED screen is planted respectively, and the machine that 6.1 use LCD screen is planted. As it is said, the screen of 6.1 LCD IPhone, the apple is handed in will supply by LG, but also grow to let this mobile phone at present ” clear sea ” , encountered a few difficulty allegedly.


” Apple Insider ” quote Han intermediary ” The Bell ” report points out, LG plans to use the technology of the MLCD+ that has used in mobile phone of LG G7 ThinQ, will be an appleProductionNew the screen of 6.1 IPhone, do not have method to resemble OLED screen quite because of LCD screen nevertheless in that way cut gives IPhone screen top ” breach ” (or say ” clear sea ” ) , because this is in,clear sea position appears the circumstance of a few light leak. This may bring about this one IPhone to want similar the IPhone X last year, although the likelihood is published in autumn,come on stage in the meeting, but when October, ability will appear on the market in November (appear on the market with the 9/22 of IPhone 8 series last year, IPhone X is 11/2) .


Be aimed at IPhone marketSaleCircumstance, last year although the apple rolls out 3 new IPhone, and still have 10 anniversary money IPhone X is aided blast, but because of price too too costly, did not detonate anticipate ” super- period circularly ” (change machine tide) . But in 3 when the apple plans to roll out this year new IPhone, because 6.1 design has the design of TrueDepth screen, return those who have big screen measure to prop up andThe priceThe advantage that go up, be valued by the market quite.


Daniel Ives of analyst of previous GBH Insights anticipates the autumn rolls out the apple this year 3 IPhone new machine are planted, hopeful is greeted ” super loop ” , beforehand appraise opens the 12-18 after selling in new IPhone inside the month, integral IPhoneSaleQuantity hopeful amounts to 350 million, achieve a record. And Qian Kaiji is cast consider Zuo of analyst Guo Ming to also forecast 6.1 IPhone to will be occupied total shipment of new IPhone of second half of the year was measured 2018 (make an appointment with 1.0~1.2 100 million) 45% .


However these value new IPhone sales volume forecast, can leave in real time with 6.1 IPhone sell (in September) have absolutely concern. If this one element cannot be reached, so certainly will changes to consumer influence consumer the motivation of new machine, to the apple character is not happy absolutely the case that see.


Industrial and commercial times


3.2018 years Chinese 4K/8K shows; of face plate trend

Come nearly two years, the development of 4K is like a god to aid, can weighs the incursion that is advance rapidly. Internet times, showProductIt is the forefront of interactive experience, of resolution high-definition bring an user most intuitionistic feeling, companion upgrades as indication technology and consumption, people the demand to resolution also is higher and higher, 4K gradually predominate, even 8K also is carried by the manufacturer agenda.


4K TV rise abruptly


4K TV, also call UHD TV, physical resolution achieves 3800 X2160 (4K X 2K) . As we have learned, crop of Chinese 4K TV had achieved 33 million 2017, hold the 42 % of gross of global 4K TV. Predict 2020, global 4K user will be broken through 3. 300 million, china will become the 4K TV with the greatest whole world to consume the market.


Research center of market country advisory photoelectricity (WitsView) Yang Qing of research assistant manager circle in the air point out, come 7 years of 2018 from 2012, the market permeability of 4K TV promotes quickly, this year beforehand appraise is 44. 1 % , 4K solemns to already made the mainstream resolution of large size TV.


4K TV permeability maintains rapid growth, basically have two reasons, the large size face plate that is demand of terminal product place firstly is produced can release in succession, it is catenary of corresponding 4K content industry secondly ceaseless and complete, yield ceaselessly the requirement that high grade content satisfies an user.


2017 – home is much 2021 10. Face plate of 11 acting liquid crystal produces 5 / the line will be measured in succession produce, this will make sure 4K / 8K shows face plate to massive amount is produced and appear on the market, accelerate gain ground and advance. Beijing is Oriental in December 2017 Hefei 10. 5 acting lines alwaysInvestment45.8 billion yuan, mainProduction65 inches reach above to exceed clear liquid crystal of freeboard of 8K of / of large size 4K to display screen, the design is produced can be substrate of every months of 120 thousand glass. Beijing is Oriental wait for consign of domestic and international client to Er of SamSung, LG, Vizio, millet, sea the Qing Dynasty of large size freeboard such as 75 inches of 75 inches of 8K60Hz, 8K120Hz displays screen.


Outside dividing Hefei, beijing east is in Hubei WuhanInvestment46 billion yuan build the 2nd 10. 5 acting lines, also lock up decided clear liquid crystal of freeboard of 4K / 8K to display screen; Investment of China star photoelectricity builds 11 acting lines 53.8 billion yuan in Shenzhen, 2019 put into production, main focusing exceeds the freeboard Qing Dynasty such as 8K of / of large size 4K to display screen; Benefit family investment builds 11 acting lines 40 billion yuan in Zhengzhou, produce 65 inches – face plate of liquid crystal of 4K of 150 inches of large size, 8K; SDP builds 11 acting lines 61 billion yuan in Guangzhou investment, the quantity was produced 2019, focusing 8K freeboard displays screen.


Visible, at present China is in build or 5 finishing 10. Face plate of liquid crystal of 11 acting tall for generations produces 5 / line Qing Dynasty of freeboard of 8K of focusing 4K / displays screen, be TV of 8K of Chinese 4K / gain ground laid very good foundation. Meanwhile, on content of 4K / 8K short board also quickening promotion with inadequacy. It is reported, industry letter ministry is intensifying formulate ” operation of development of estate of freeboard clear video plans (2018 – 2022) ” , perfect relevant policy and standard further, aggrandizement content is built, perfect industrial form a complete set ceaselessly.


8K TV budding


4K TV still is in in advancing triumphantly all the way, 8K TV already was carried by the manufacturer agenda. 4K TV has gained ground gradually nowadays, 8K TV already began budding, witsView beforehand appraise, 2018 the permeability of 8K TV is 0.05 % , next permeability hopeful were driven to come to 1.9 % in the Olympic Games and perfect content industry catenary 2020.


Recently, in international indication week (SID Display Week 2018) , on, BOE (Beijing is Oriental) already rolled out the 8K that by 8K of BOE 4K / player of decipher of platform of video service cloud, BOE 8K and BOE 8K show to terminal is comprised to exceed high-definition solution, implementation 8K from film, editor, transmit the whole process that broadcast, solved traditional decipher playerThe priceCostly, volume is huge and what 8K industry content shorts is short board, accelerate 8K to popularize pace.



WitsView


4. apple is newPatent The new-style glass face plate that makes IPhone more durable

Malic company files new patent again, according to this patent looks, research and development of malic future hopeful is contained one kind ” enhance stiffness ” glass, and be used at resembling IPhone and IPad such portable electronEquipment.


Will look according to patent content, this patent introduced a kind to serve as an electronEquipmentThe glass of crust. This kind enclothes glass to be able to be used as monitor and airframe, add additional protection for equipment. Go up from theory for, this kind of crust can let a product become more durable, the vitreous capable person that should compare any having can resist more character crack, no matter be the screen of back or airframe front.






This kind of transparent glass material can regard portable electron as the one part of equipment character, and can enclothe the appearance of whole equipment. Pass transparent material qualitative airframe at the same time, still can show the content on equipment screen, and provide additional protection.






The apple expresses, this is a kind of unique design, this kind of covering layer can provide alternate pulling force with fibre glass, enhance vitreous power thereby, prevent craze.






The place with this patent the most interesting perhaps application is how malic company is used to to sapphirine coating the description that increases strength. The apple has begun to use sapphirine glass on IPhone camera lens and Apple Watch, but the method that this patent described sapphirine coating how to be used on other equipment, enclothe glass as, and can be offerred ” enough stiffness ” .






In another example, sapphirine coating is OK and shirt-sleeve go up in transparent article, in order to increase its strength. Interesting is, this kind of transparent material is qualitative not only can very thin and very light, and still can offer enough hardness to regard a glass as overburden.






A large number of works had been done on the design that malic project and design group go to ever pledged in all sorts of glass material, and this patent application is the newest one part in these effort only. The equipment that whether this glass patent can be applied at the apple really still remains to observe, but apparently, the apple is exploring the new method that makes its equipment more durable.


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