[contest] face plate industry changes new technology, high additional value to the product
Industry of 1. face plate by produce can augment contest turns to new technology, high additional valueProduct
Manufacturer of a few big face plate grabs 2. Taiwan into Micro LEDThe market
3. is produced can break through /CostFall OLED illume application is violent grow
Industry of 1. face plate by produce can augment contest turns to new technology, high additional valueProduct
Friend amounts to partner to be able to predict to was held on June 15, show according to annals data, supply in face plate on, grind tone orgnaization thinks global TFT-LCD is produced this year can face for many years adds even more 5% , friend is amounted to think, at present the competition of face plate industry already by produce can the competition that augment contest changes new technology, high additional value to the product, the quantity of new technology of collocation of large generation line produces learning curve to still wait for observation; Friend is amounted to the most comfortable scale is adopted on put into productionInvestment, predict to add substrate of the 8.5 acting factories in Taichun hind newly this year to produce can 2.5-3 10 thousand, expectation can promote further gain profit.
Friend amounts to annals middle finger to go out, supply end to look from face plate, data of IHS Technology of orgnaization of the attune that occupy town shows, global TFT-LCD was produced last year can face for many years is added rate amount to 3% , as a person of same business new increase for generations line to produce can, anticipate grow this year be more than 5% , but the quantity of new technology of collocation of large generation line produces learning curve to still wait for observation.
Friend is amounted to express, each applyThe marketThe product faces towards higher value demand develops, like higher resolution, more frivolous design, touch charging face plate conformity product, weak strong put oneself in another’s position is all conformity etc, the industry below market supply and demand competes, already was not just from produce can augment will undertake, already marched toward technical capability, value to punish the competition of join forces.
Friend is amounted to point out, TFT-LCD is one of planar monitor products, and it is current technology of market main trend, at present global TFT-LCDProductionManufacturer, basically give priority to with Taiwan, Korea, Japan and factory of chinese mainland face plate; It is with factory of various places face plate in light of trend of large size market, factory of Korea face plate is dedicated to development of technology of AMOLED face plate reaching guideProduction, and shut partial old TFT-LCD to produce a line.
Centre of gravity of factory of Japanese face plate criterion with in small size is given priority to, ; Mainland manufacturer builds TFT-LCD of buy tall for generations to produce a line continuously, but the product still is given priority to with a large amount of consumptive sex face plate, manufacturing dimension also is restricted because of for generations line is centered relatively and sufferring; Taiwan area is in new increase production can be limited below, roll out poor dissimilation dimension and hi-tech content product continuously.
In share of small size market, because of answering the smartphone is gone to larger size, higher resolution and development of the frivolous direction that omit report, each country is in microtherm polycrystalline silicon (LTPS) and AMOLED are produced can have position, factory of Korea face plate is produced with AMOLED can build buy to give priority to, japan and Taiwan increase LTPS to produce can more, chinese mainland has in two respects produce canInvestment.
Friend is amounted to emphasize, at present the competition of face plate industry already by produce can the competition that augment contest changes new technology, high additional value to the product, like UHD 4K freeboard TV of analytic, curved surface reachs curved surface desk to go up model monitor face plate, or the TV face plate of casing of completely planar immensity, it is to provide enter an obstacle and the manufacturing technology with learning senior curve, can contented consumer is multivariate demand, organic meeting creates higher value.
Friend is amounted to express, in plan of short-term business development, in produce can on augment, because answer,client end still grows continuously in market demand, will increase with proper investment high grade produce can, include hill of mainland elder brother new plant of 6 acting LTPS began a quantity to produce in November 2016, left last year give 25 thousand substrate to produce can, predict to add substrate of the 8.5 acting factories in Taichun hind newly this year to produce can 2.5-3 10 thousand. Net of go smoothly harding iron
Manufacturer of a few big face plate grabs 2. Taiwan into Micro LED market
Micro LED of sprint of grand sea group, group achieve, flourish is achieved, sail announce 3 big advance on. Group secondary attack of advantage of technology of the face plate that achieve nip, flourish is achieved more occupy crucial role, carry program not only development of Micro LED technology, it is important to also be participated in turn investment position; New affiliation sail announce, european group searchs actively come, the technology of huge amount jib of joint development key.
The city after Micro LED looks spruce, industry is rife, malic IPhone monitor, will turn to Micro LED from LCD, OLED stage by stage, add SamSung to announced a few days ago, group of model of Micro LED of global head money changes TV ” The Wall ” open purchase in advance, predict shipment of the 3rd season. Grand sea group comes out right now relevant position is active, meaning taking order form of next IPhone future face plate besides, synchronism contends to application of large size domain and SamSung wait in TV, save up energy.
Industry public figure points out, micro LED technology involves face plate and LED two big industries, grand sea group must arouse relevant resource, Make ChengEquipmentAlso be one big key. Because Micro LED faces the difficult problem of huge amount jib, orgnaization of research and development of the biggest independent microelectronics loves the whole world beautiful division (Imec) look for sail announce actively, joint development goes out ” machine of grain cloth establish ” experimental machine stage, face reachs stride of target of huge amount jib.
Imec is known as a stage to accumulate report, SamSung, Intel to reach brightness amount to ” the important head of backside ” , in semiconductorMake ChengWith should material cooperation is close. Sail announce confirms, european unit searchs come, appoint by make the technology Cheng change, but both sides has confidential agreement, cannot disclose detail.
Group achieve it is backing with face plate technology, initial stage is cut with Mini LED, draw attention of each cart factory. Group achieve carry out deputy always and fourth scene grand shows controller of technical development center, micro LED will be next generation mainstreams, before the technology is mature, group achieve car of banner development AM Mini LED to use face plate, develop the application of small size in other activelyPlan, will take the lead in before the bottom this year commercial, turn toward Micro LED stage by stage again.
In addition, ELux of the person that grand sea group already invested course of study of American Micro LED before, look for Xia Pu in succession, group achieve, flourish is achieved become a shareholder ELux. Statistic shows, group achieve, flourish is achieved respectively hold 13.64% , 9.09% equity, highlight Guo Taiming of grand sea president to be opposite group achieve achieve Yang Lai of height of development Micro LED with flourish.
Industry grinds sentence, apple and grand sea group cooperate cheek by jowl, group achieve, flourish is achieved will act a pioneer. Flourish is achieved is the LED with grand sea main group turns investment firm, cooperate conformity of group natural resources, with group achieve, the face plate client such as Xia Pu cooperates, at latest is in the 3rd season can roll out Mini LED to be in a poor light this year face plate. Flourish is achieved also developing Micro LED technology actively, produce target advancement toward the quantity with all one’s strength.
In addition, partner of smooth Zuo of factory of brilliant of Lei of 8 days of LED can reelect trustee, come out grand sea group gets involved of purpose, achieve by flourish finally take next smooth Zuo two banquet trustee, achieve Zhuang Hongren of president Fang Rongxi, trustee to represent by flourish respectively, highlight flourish to achieve crucial role is acted in Micro LED of position of grand sea group.
Friend is amounted to, brilliant report Micro LED is entered give result
Each forces be eager for doing sth is grabbed into Micro LED market, friend is amounted to take the lead in exhibiting the whole world is highest resolution full prize is active Micro LED demonstrates a skill, the Cheng Ke when declare quantity is produced period. Labour grinds to report of brilliant of courtyard secondary attack, glad is promoted and accumulate, development goes ” super- small span Micro LED is indoor indication screen ” modular group, should grab study 110 inches of indoor indication markets.
Consider to point out according to market country science and technology, micro LED potential business chance is giant, if replace the 0 component of the LCD to pare estimate in the round with Micro LED, market dimensions will can amount to 30 billion to 40 billion dollar (make an appointment with new station money 9, 0 to 1.2 million yuan) , attract big plant of global science and technology and heavyweight research organization to be thrown actively.
Arouse with all one’s strength in grand sea group during developing Micro LED, friend is amounted to do not fall after the person, development gives the whole world highest resolution is complete colour is active 8 inches of Micro LED demonstrate a skill, take ” SID exhibited can optimal award 2018 ” affirmative, highlight friend to amount to the technology in Micro LED to develop ability.
Friend is amounted toGeneral managerAnd battalion carries long Cai Guoxin expresses, friend is amounted to reach multinomial and advanced indication technology to have the honor to win with Micro LED ” SID exhibits can optimal award ” , prove friend amounts to the lead dominant position that place of long-term devoted and advanced indication technology accumulates.
Labour grinds the courtyard also helps the firm such as brilliant report, Xin Xing, march Micro LED domain. Labour grinds Wu Zhiyi of director of institute of courtyard lighting system expresses, micro LED is waited for at present those who overcome is ” huge amount jib ” crucial technology issue, labour grinds the courtyard is exhibited in computer last week in, first degrees accumulate hand in hand showpiece, Xin Xing and Zuo are achieved (You Jing report, friend amounts to the report that reach couplet to invest) , development goes ” exceed small span Micro LED indoor indication screen ” , should grab attack business chance of market of 110 inches of indoor video.
Wu Zhiyi points out, taiwan area from IC design, LEDMake, factory of monitor face plate, to systematic conformity manufacturer, the industrial catenary resource that develops Micro LED is quite complete, have international competition ability greatly. Economic daily
3. is produced can break through /CostFall OLED illume application is violent grow
OLED illume is a kind of burgeoning solid state lighting engineering, its are not had dazzle, frivolous the character that can flinch, make this technology gets of domain of of all kinds application fix eyes on. A lot of already grabbed the international big plant that gets business chance in LED market, also regard OLED technology as significant investment. In recent years, more the significant cut that makes Cheng go up is obtained.
The shooting war with LED expresses OLED to show screen market is medium now not only, also comparative in illume market fervent (graph 1) . OLED is face illuminant, spectrum approachs natural light, and have without dazzle (Non-Glaring) and frivolous can flinch wait for character, because this is regarded as new generation lighting engineering.
Inferior position of graph 1 OLED and LED illume actor is compared
OLED illume is the solid state lighting engineering of efficiency of a kind of high-energy source, this technology is later than LED illume to appear on the market. Although OLED illume and LED illume flaunt high-energy source efficiency and long service life likewise, but at present the cost of LED still far under OLED illume.
Grind according to labour courtyard IEK studies data shows, global illume market will be achieved 2021 1, 58.5 billion dollar. The OLED illume of UBI Research analyses a report more show, dimensions of market of global OLED illume was 2016 100 million 1, 4 million dollar, and arrived to will grow 2020 to 1.6 billion dollar, come from 2017 2025 year all compound growing rate (CAGR) more be as high as 66% ; Among them, the car uses illume market scale criterion the 3 million dollar from 2016, grow to 2019 200 million 9, 6 million dollar, and arrived to will be achieved more 2020 800 million 2, 1 million dollar, the market is become into appearance rapid.
Although no matter OLED technology is showing or be illume domain, cost is quite high still, permeability promotes hard. This cost difference, also put down hard inside short time smooth. But because not have dazzle, frivolous can flinch wait for character, OLED illume already attracted international big plant and each country government to throw a large number of resource to have research and development. American energy department (DOE) is forecasted, OLED illume will be after 2020 all tend with the cost of LED, efficiency and life index consistent.
Region of infield of wide room of category of OLED illume application enters actor forerunner
OLED illume is a kind of burgeoning solid state lighting engineering, its do not have the character of dazzle, can be long-term in darkness illume, and won’t let an eye produce fatigue move. Although extensive growing range still won’t appear inside short time, predict 2027 OLED illume market grows hopeful however to 2.5 billion dollar, initiate new phase for global illume market.
IDTechEx adviser is in charge of Khasha Ghaffarzadeh to point out, the application of illume marketStructureVery extensive, filled all sorts of technology mix and different client requirement. Include plant area of place of live, office, industry, shop, outdoors environment to wait a moment intensity, colour temperature to energy efficiency, service life, illumination the demand that has different rate with the design.
If region of according to field differentiates, can see the region of use of room a person operating from within in coordination with outside forces such as hotel and shop will guide above all OLED illume. Have released 2015 in view of BMW guide in light OLED illuminative message, the car guides with illuminative very hopeful also. However life andDependabilityStill remain to rise. One but reduce cost, prolonged service life, the residence, The office, outdoor can begin to guide gradually OLED.
Do not have quantity of heat / ultraviolet OLED outdoors illume has sth. worth seeing or reading
OLED illume the frivolous, character that can flinch, make its use a design can more agile and multivariate, and can use less data. Additional, OLED illume won’t send out the quantity of heat, character that does not contain ultraviolet ray, suit outdoors illume to use very much (graph 2) . The ultraviolet ray of man-made origin may be caused to human body skin damage, also may attract the insect, however OLED illuminant does not have ultraviolet ray, be annoyed by the mosquito because of people can avoiding when this outdoors is used.
Illume of graph 2 OLED won’t send out the quantity of heat, character that does not contain ultraviolet ray, suit outdoors illume to use very much.
IDTechEx is forecasted, OLED illume market will grow 2027 2.5 billion dollar. However, before 2020, grow will exceedingly slow. Especially LED illume guides already successfully the market, this technology, costStructureAndSupply chainAlready all improved considerably, more pulled open LED and OLED between huge cost gap. Although be like the OLED illume such as Konica Minolta, LG to head a firm, in recent years significant technical cut is obtained, however performance gap did not narrow too much.
Accordingly, the first challenge that OLED illume faces, it is to make market discrepancy change. A lot of companies are like Ou Silang (riverside of Osram) , flying benefit (Philips) already all gained a success in LED illume domain, portfolio also grows ceaselessly. The plan of research and development of OLED is these companies is various investment is politic, also be to be in the method that shows itself in all-pervading LED market increasingly.
OLED illume cost falls 3 become 2018 amount to 50 thousand are produced per month can
OLED illume becauseMakeCost resides no less than high making that this technology cannot gain ground. Because this labour grinds,the courtyard put forward to coil to be produced to coiling solvePlan, make cost can be reduced at least 3 into. More what hold the market after the car is used as a result of Taiwan manufacturer is long-term and cultivated, market of the costume after OLED illume hopeful actors or actress preexistence car is used begins to guide application.
Labour grinds Hu Jiping of assistant director of courtyard electron and photoelectricity system institute points out, OLED illume development already exceeded 10 years, but cost house does not fall high is OLED illume all the time cannot farther all-pervading is main reason. For this, labour grinds courtyard take time was built 4 years coil to manufacture a solution to coiling. Make photograph comparing with the tradition of OLED, coil to produce a solution to be able to reduce cost to coiling 3 into above, although compare LED illume plan as before costly, but because coil,produce program to coilingEquipmentOwn rate is as high as most probably, material also has 5 to become is material of use Taiwan area, more anticipate will be by 2018 can amount to 50 thousand to produce per month can. Accordingly, future is carried in equipment depreciation booth, the quantity is produced produce the state that can promote continuously under, cost hopeful again depress.
Labour grinds courtyard electron and Wu Zhiyi of director of photoelectricity system institute also point out, as OLED material and the progress that make Cheng go up, OLED technology cost drops considerably, relevant application is more multivariate also. Labour grinds the energy of OLED illume development of the courtyard and try a quantity to produce actual strength, the settle or live in a strange place that includes to cooperate client demand is made influence design ability, reach the entire line that solves cost problem to coil to try a quantity to produce program to coiling, guide successfully high-end FOLED new product, overcome coil to make Cheng place be faced with soft substrate to transmit to coiling, coil to make the tall difficulty such as Cheng conformity and design of soft illuminant system spend a topic for discussion to coiling. Can assist an industry to undertake OLED illume guest is made change, with innovation abilityDiffuseTo application of new field region.
This technology already designed business of 15 manufacturer of lamps and lanterns, schools, 9 office 14 times to turn with Taiwan area at present field region undertakes cooperative, this year is more include prosperous of treasure of the Supreme Being, classics with 6 manufacturers, inferior dawn of Europe of the Supreme Being, , treasure is achieved, Chen Yulin combines Zhang Malong the coact light such as architect office, Drive, modelling design, quicken illuminative of Taiwan area OLED to drive.
Engineering of traffic university photoelectricity points out in department professor Chen Fang, coiling to make Cheng to coiling is to produce the ultimate goal that learns to grind to hope to be able to be reached. At present the product of OLED monitor, all be with the tradition OLED makes Cheng make, and rather than coils to make Cheng to coiling. Although can be accomplished,traditional OLED makes Cheng more careful, in order to satisfy the applied requirement of high-end monitor, pass regulatory Cheng to if illuminative is low,cannot be satisfied however cost demand. Wait for after coiling to produce a technology to mature at illume domain to coiling, prospective OLED monitor also hopeful is gone to coil to make Cheng develop to coiling.
Light market is installed to have after first machine
Because OLED illume is low dazzle and frivolous the character that can flinch, suit to guide light applies very much, at present Ao Di (Audi) , BMW and guest person (Mercedes-Benz) car plant already also guided OLED illume at car taillight in. Hu Jiping is shared further, the market is held after global car is used, 7 is occupy into the city of above is by Taiwan the manufacturer is taken, accordingly OLED illume uses the market in the car in, taiwan manufacturer occupies very large dominant position, produce can give big talk to already also was had.
As OLED material and the progress that make Cheng go up, OLED technology cost drops considerably, relevant application is more multivariate also. Hu Jiping expresses, if OLED illume wants to go further the market is held before guiding the car is used, can be used normative restriction by the car, the requirement to reliability will taller, estimation general just can see to 2022 OLED illume holds the market before the car is used large-scale gain ground. New electron