[integrated] Beijing east response and China to cooperate but fold is flexible hearsay of screen mobile phone
1. Beijing east responds to: Whether with China take the lead in rolling out to cooperate but is fold flexible screen mobile phone?
2. homebred face plate is marched toward quickly in high end
Flat of 3. whole world shows industry conformity shortly
4.iPhone XSaleDepressed, OLED shipment beforehand appraise falls considerably by long
5. is touched accuse Shuang Xiong battalion received diverse mix in May, GIS month is added 0.88% , TPK month decreases 21.7%
1. Beijing east responds to: Whether with China take the lead in rolling out to cooperate but is fold flexible screen mobile phone?
The smartphone develops today, each company is in get rid of the stale and bring forth the fresh of cudgel one’s brains for, but fold is flexible screen mobile phone also is one of development direction. Had recentlyInvestmentPerson hear Beijing east and Hua Weixian will cooperate in November this year at malic SamSung roll out but fold is flexible screen mobile phone and up city firm seeks testimony, beijing east made a response on interactive platform.
Beijing east expresses only, china be is the client that cooperates since the company is long-term, there all is collaboration in LCD and AMOLED respect. Along with the company flexible AMOLED is produced can increase gradually, bilateral hopeful deepens collaboration further.
Before this, china ever disclosed for Yu Chengdong of consumer business CEO, china for interior alreadyMakeGive the archetypal chance of fold screen mobile phone, predict the earliest meeting came out 2018.
The personage inside course of study discloses, china it is what will roll out but fold screen mobile phone introduced two flexible supplier of OLED indication screen, an OLED that is Shenzhen mainland shows science and technology of business soft world, offer 7.8 inches for its but fold OLED shows face plate; And another is east of China’s biggest capital of face plate company, what offer for its is 8 inches are controlled but fold OLED shows face plate, and Beijing east shows side of face plate domain in OLED had had relatively deep reserve, accordingly, this China it is what be about to roll out but fold screen mobile phone should be met without too large block, might as well wait and see what happens.
2. homebred face plate is marched toward quickly in high end
“The breakthrough ability of crucial core technology is deciding industry competition and even the success or failure that international competes. ” to this, the Li Zhaoting of president of Dong Xu group that having phone of more than 20 time to show the industry is experienced has feeling greatly. The Dong Xu group that he steers a boat from Shijiazhuang small plant of a civilian battalion is inchoative, a cut was torn apart on the camp that foreign manufacturer builds high, rely on core technology to tackle key problem step by step upgrade with the industry, to the middle of global value catenary high end quickens stride. Up to 2017 end, the total assets of Dong Xu group is close 200 billion yuan, business income achieves thirty-eight billion three hundred and fifty-four million yuan.
Li Zhaoting expressed a few days ago, innovate through technology and application, promote an industry competitive actual strength and developmentQualityBe the key that at present our country flat shows an industry lift, dong Xu will strengthen Xi of most advanced indication material, black lead to apply research and development to wait homebred change the core technique that replaces main field to tackle key problem.
In the past, international tycoon relies on material of pair of core of indication face plate and keyEquipmentforestall, get profit of a huge sum easily, firmly palm is accusing an industry to counterpoise actively, and be in the domestic company with industrial downstream catenary criterion can ” buy buy buy ” . Data shows, the liquid crystal that our country imports every year shows screen value is as high as thousands of 100 million yuan of RMBs, not onlyProductionLineEquipmentWant to be imported from abroad, ProductionThe raw material such as the vitreous substrate that place of liquid crystal face plate needs counts an import badly also.
Face the urgent task that the entrance replaces, to the south of brilliance of the rising sun the innovation that is a delegate enterprise shows material field in photoelectricity first layout, carry own research and development, mastered equipment of substrate of glass of complete set liquid crystal finallyMakeAndManufacturing technology, got offline our country is had first pieces ownIntellectual propertysubstrate of liquid crystal glass. Meanwhile, dong Xu shows to chromatic filter, photoelectricity furtherFilmyWait for other core to show material is outspread, changed be enslaved to be enslaved to of industry of face plate of domestic liquid crystal the person’s pattern.
As we have learned, at present Dong Xu group already became China the first, the high-end photoelectricity of the 4th shows the world data vendor, also be the company that home has product line of substrate of glass of whole generation liquid crystal exclusively, produce can be as high as 40 million square metre, homebred form a complete set is amounted to 25% , have national level lab, accumulative total patent application more than 2300. Show in the delegate material is most advanced domain of glass of curved surface cover board, dong Xu already achieved international advanced level.
Dong Xu group sends industrialization of Xi of force black lead to apply at the same time, compose is built ” high-end material – black lead Xi base lithium ion batteries – car of new energy resources ” industrial catenary closed circuit, the pain spot of entire industry technology that charges quickly hard in the light of car of new energy resources was started ” Xi of black lead of + of car of new energy resources fills cell quickly ” the technology is integrated, the passenger car of new energy resources that Xi of embarking black lead fills cell quickly will be quickened ” be born ” .
Li Zhaoting thinks, new-style indication industry is indigenous change method to make clear, chinese enterprise masters core technology, crucial part and raw material only, ability jumps out ” work mode ” , cast off ” ship-fitter factory, low end moves ” passive situation. Our country already had very strong property base downstream in industrial catenary, striding to the high end in global value catenary further is industrial promotion the only way, this need breeds more to have the upriver company of own core technology, crucial material and component, combine oneself advantage to advance the breakthrough with burgeoning bit more crucial industry, master industrial speech authority. Economy is referenced newspaper
Flat of 3. whole world shows industry conformity shortly
The message shows related the basis, as global flat amount of indication industry player will decrease to 5 the following, industry conformity is imperative. President Wang Dongsheng discloses Beijing east, because be produced in recent years,can grow continuously, the supplier of top class face plate that Beijing east has become computer of global smartphone, flat, notebook computer and monitor application at present.
2018 first quarter, beijing east has surmounted LG Display and Samsung Display to become the supplier of TV face plate with the biggest whole world, volume of shipment of TV face plate achieves 12.5 million. In March 2018, beijing east rolls out the whole world of first 10.5G product line commercialize production, greeted the 10.5G times of global FPD industry. Wang Dongsheng expresses, from 2018-2020 since year, will roll out more 10.5G every yearProductLine. Predicting course second annulus after conformity, 7.5G is the followingProductThe line will be washed out.
Although realize flat factory, especially those flat plants that still using A-Si technology will face the risk that is shut, but the message personage that comes from Taiwan flat to show an industry expresses, 7.5G the following product line won’t be in completely possibly future is washed out inside 5 years. For example, the vasting Yu Caijing of Taiwan has line of a 5.3G only. Although the battalion 2017 receives this company to be 23.7 billion new station money only (amount to seven hundred and ninety-three million nine hundred and fifty thousand dollar) , and Beijing east is 93.8 billion RMB (14.62 billion dollar) , but interest rate of its year wool was achieved however 36.4% , far outclass its much competitor. 2017, kun Shanlong vacates photoelectricity to still be in gain condition, through its plant of single 5G face plate is rolled out special what apply at jotter is medium or small face plate.
Message personage expresses, as the arrival that establishs new technology age in 5G, AI and IoT industry, suggest manufacturer of small-sized face plate uses respective and professional knowledge, technology and ability to develop LeakeyThe marketProduct, the product of main man-machine interface that because show a product,will make new era.
OFweek indication net
OFweek indication net
4.iPhone XSaleDepressed, OLED shipment beforehand appraise falls considerably by long
Day classics news covers 5 days, use the OLED face plate at the smartphone to popularize speed to appear to anticipate those who come is more slow more formerly, and because,this basically is apple (first IPhone X that uses OLED face plate sells Apple) depressed, bring about backwater of shipment of OLED face plate not before be caused by. American city grinds orgnaization Display Supply Chain Consultants(DSCC) beforehand intelligent machine used estimate 2020 volume of shipment of OLED face plate will be 770 million, and when November 2017 beforehand appraise value is compared, chopped greatly 2 into above. DSCC Asia is fond of on behalf of Tian Cun male express, “Newest beforehand the sale that appraise value reflected IPhone X is depressed ” .
DSCC is former beforehand volume of shipment of face plate of the OLED when 2020 will surpass estimate liquid crystal face plate, popularize bovine pace because of OLED nevertheless, because this is newest beforehand shipment of liquid crystal face plate measured appraise 2020 will still prep above OLED, beforehand appraise is 1.018 billion.
Additional, englandInvestigationCompany IHS Markit will be used 2018 measure at the shipment of the type such as IPhone X, OLED face plate that uses colophony substrate beforehand appraise value is chopped greatly reach 167 million. Did not come out in IPhone X before the sale is depressed, IHS is former beforehand shipment volume will present estimate 2018 times add, and next numerical value after been repair only will year add 34% .
Flew model of acting IPhone series that sell 2018 about predicting, early Lai of IHS senior inspector general grand express, “Beforehand the model that appraise introduces the type shipment volume of liquid crystal face plate to use prep above OLED face plate ” ; About Han intermediary said edition IPhone converted total number 2019 a few days ago be related of OLED face plate, early Lai grand point out, “Although the apple can use OLED face plate in the round sooner or later, should not make so quickly so 2019 nevertheless ” .
Japanese finance and economicsMedia”Diamond is online (DiamondOnline) ” covered on May 22, point out according to relation personage, have shipment to can be after July, japan Display Inc(JDI) already began to produce acting IPhone(2018 year the face plate of new-style liquid crystal that edition IPhone) place needs ” Full Active ” , produce with a future life ” Full Active ” Bai Shan factory already was in at present produce can condition of a standard-sized sheet.
Relation personage expresses, malic plan takes the place of in IPhone(2019 year open the IPhone) that sell to go up to be used continuously ” Full Active ” face plate, because this next year is spent (2019 year) the sow of factory of JDI liquid crystal is moved rate beforehand appraise general tenability allows in Gao Shui.
JDI beforehand appraise 2018 year (April 2018 – in March 2019) battalion closes will present quickness growth, beforehand appraise general year add 10-20% , advocate because can realize 4 margins,exceed narrow the new-style face plate of frame ” Full Active ” will spend in second half of the year (in October 2018 – March 2019) win the powerful demand that comes from a client.
Report pointed out day classics news a few days ago, type of malic OLED edition (IPhone X) was like because of the sale anticipate, because this apple already began ” recursive liquid crystal ” , predict this year (2018) the liquid crystal face plate that the autumn opens the IPhone that sell to already decided to will use JDI, and the order that JDI receives exceeds anticipate.
JDI 3 announces 30 days month, will borrow by ” quota of a third party is added endowment ” wait for kind amount to raise money 55 billion yenCapital, of place procurationCapitalBasically will use at increase production ” Full Active ” .
MoneyDJ
MoneyDJ
5. is touched accuse Shuang Xiong battalion received diverse mix in May, GIS month is added 0.88% , TPK month decreases 21.7%
Touch accuse Shuang Xiong place is off-season first half of the year, nevertheless, GIS-KY course of study is become battalion closed to be added continuously in May lukewarm, successive already 4 months grow, only month battalion receives 8.006 billion yuan (similarly hereinafter) , the month is added 0.88% , year add 1.31% , for only this year month second tall; But battalion received TPK-KY Chen letter in May money of 5.202 billion yuan of new stations, the month is decreased 21.7% , year decrease 26.9% ; Battalion received Shuang Xiong in May expression is not unisonant.
Before course of study becomes accumulative total, amalgamative in May battalion receives thirty-seven billion eight hundred and sixty-eight million yuan, year add 14.34% , president Zhou Xianying points out, already passed capital expenditure first half of the year this year 7.5 billion yuan, beforehand expenditure of appraise annual capital amounts to one billion four hundred and ten million and sixty-five thousand four hundred and eight yuan about, weaker first half of the year, the battalion fortune of second half of the year will be better than first half of the year, annual treats the sale condition that the client tastes newly even into long range, expect the shipment after August climb of upgrade of kinetic energy general, beforehand height of appraise battalion carry will fall in 10, in November.
Zhou Xianying expresses, capital expenditure is main this year because answer,be of second half of the year demand, include new flat computer technology, narrow frame design, Make ChengProduct of report of improvement, pen, type is hanged to touch outside reaching accuseInvestmentEtc, additional, special application product includes screen to issue dactylogram identifying, car to carry, labour accuses, the new product such as sport plane this year shipment, next year will be manier.
Amalgamative in May battalion receives thirty-two billion six hundred and ninety-seven million yuan before Chen grand accumulative total, year decrease 6.64% ; Luck of president river government expresses after partner was met a few days ago, after the industrial low ebb of the 2nd season passed this year, the 3rd season, the 4th season can come up slowly, as a result of whole of industry of whole mobile phone should not exceeding flourishing, there won’t be too big climax this year so, beforehand carry of appraise annual battalion is made an appointment with with kept balance last year or small grow.
He points out, in accept rice silver (on the layout of SNW) , in already having client make a proof at present, this year is technical the first year of an era or the reign of an emperor, shipment of next year particle, value can be in many 2020 shipment. Net of go smoothly harding iron