[test] permeability of Q1 of face plate of comprehensive screen mobile phone evens more 4 into;
Permeability of Q1 of face plate of mobile phone of 1. comprehensive screen evens more 4 into;
2.WSJ: IPhone new machineProductionAdd of LCD of lay particular stress on, next year is used;
3. car carries face plateThe priceDiving gains profit face test;
4. land IC is homebred catenary of face plate of department of the stage that change ／ meets with double converging attack;
5. new technology produces demand of Q3 of report of can superfluous brilliant to be expected to answer evenly lukewarm;
6. group achieve partner to meet bright come on stage pass new Dong Zun to will show a body?
7. car carries gale of specified number of close a particular year of face plate plant to blow;
Permeability of Q1 of face plate of mobile phone of 1. comprehensive screen evens more 4 into;
Comprehensive screen grows quickly this year, comprehensive nowadays screen is in the mainland mobile phoneBrandConfiguration of new machine level has been become in, additionally abnormity cut also gains ground quickly. Mirror in the shipment of face plate manufacturerProductStructureOn, basis group wisdom seek advice (Sigmaintell)Investigation, this year shipment of global smartphone face plate is close to 420 million first quarter, among them amount of shipment of comprehensive screen face plate 180 million, permeability exceeds 40 ％ , next permeability returns meeting promotion.
From the point of respect of face plate manufacturer, the face plate plant that has better client and technical advantage is more active to the manner of comprehensive screen and abnormity cut, shipment performance of whole is better also. SamSung monitor is the supplier of AMOLED face plate with the mainest whole world, the use of comprehensive to AMOLED screen pulls SamSung Galaxy S and Note series and mobile phone of malic IPhone X move SamSung to make wisdom mobile telephone the bibcock of shipment of comprehensive screen face plate. SamSung in the first season shipment of comprehensive screen face plate exceeds 5, 0, The marketHave lead more than 4 minutes 1, achieve 28 ％ .
Comprehensive screen and abnormity cut technology are in LCDProductAlso begin to hold more and more significant position in. Resort of horse of day of firm of mainland face plate and Beijing east
LCD product advantage, and with mainland mainland mobile phoneBrandGood cooperation concerns, be close to in the amount of shipment of comprehensive screen face plate of the first season 3, 5 million with 2, 0, The marketHave rate mix for 19 ％ respectively 10 ％ . Brand of mainland mobile phone is comprehensive of screen mobile phone large-scale appear on the market and day horse and mainland the clasp of brand of 4 old mobile phones, day horse the shipment of comprehensive screen face plate of the first season is pushed to the whole world the 2nd, position of LCD domain first.
Friend is amounted to in wisdom of whole world of the first season mobile phone the rank in shipment of comprehensive screen face plate the 3rd, the market that held 14 ％ is had rate, shipment exceeds 2, 5 million. Friend is amounted to mix in product qualityThe priceThe respect has very good competition ability, with mainland mobile phone manufacturer China is, oppo and Vivo also have good cooperation to concern.
Factory of other face plate, especially with client of brand of abroad mobile phone or the face plate factory that give priority to with A-Si LCD product, the effect that gets individual client and product program is big. Exceed greatly, Hua Ying, JDI, group achieve, the shipment of face plate of comprehensive screen mobile phone of colour brilliant is stable also grow, especially demand of face plate of mobile phone of the 2nd season is answered lukewarm, hua Ying shipment is pulled litre, proportion of shipment of comprehensive first half of the year screen exceeds 60 ％ , proportion of comprehensive screen shipment is close to colour brilliant 80 ％ .
2.WSJ: IPhone new machineProductionAdd of LCD of lay particular stress on, next year is used;
Han intermediary ever said at covering when the bottom in May, apple (Apple) plans to be in next year (2019) the total number on the IPhone that roll out uses OLED face plate, message one, face plate of liquid crystal of apple of be a burden on (share price of Japan Display Inc(JDI) of LCD) main supplier steeps fall achieve the history new low record. Do not cross famous finance and economicsMediaWall street daily (WSJ) makes a face afore-mentioned Han intermediary cover, say the apple values the value, because this predicts this year (2018) open acting IPhone that sellManufacturing planMedium, apple more lay particular stress on is planted at LCD edition machine, and predicting next year opens the new machine that sell to will still use LCD continuously.
Predict those who sell to leave this year acting IPhone is rife will have 3, besides of active IPhone X(5.8) upgrade edition machine is planted besides, still will roll out the IPhone X Plus that uses face plate of 6.5 OLED and the new machine that carry 6.1 LCD.
Edition of Japanese of wall street daily covers 15 days, predict today autumn open the new-style IPhone that sellManufacturing planIn, malic general lay particular stress on at the price more inexpensive LCD edition opportunity is planted, advocate because consumer is right the price of the smartphone is very sensitive. The manufacturing plan that the apple plans formerly is LCD edition machine is planted the amount is the same as plant at OLED edition machine, nevertheless the apple plans to produce machine of more LCD edition to plant now.
Report points out, according toSupply chainRelation personage points out, apple beforehand appraise, today autumn machine of edition of medium, LCD plants the new-style IPhone that roll out will hold majoritySaleQuantity, and the plan opens the new-style IPhone that sell to go up to use LCD continuously in next year.
According to fine fact XQ whole world wins genealogical all to quote, JDI 18 day weighs defeat 2.68% , receive 145 yen, dish in for a time violent wind goes up 6.7% to 159 yen, achieve new Gao Shui is accurate since April 16.
Because use the IPhone X of OLED face plate,came out a few days agoSaleDepressed, bring about an apple to guard look upon to predict to open the IPhone new machine that sell to sell show this year, accordingly new machine will be chopped with hardware order for goods 2 into. It is reported, IPhone new machine is offerred solely by SamSung with OLED face plate, liquid crystal face plate will be offerred by Japanese JDI and South Korea LG Display(LGD) , grand sea (2317) turnsInvestmentXia Pu (Sharp) beforehand appraise is not supplying list inside.
JDI 5 points out 15 days month, this company can realize 4 edges to exceed narrow the face plate of new-style liquid crystal of frame ” Full Active ” will spend in second half of the year (October 2018 – in March 2019) win the powerful demand that comes from a client, accordingly beforehand appraise 2018 year (in April 2018 – in March 2019) battalion closes will present quickness growth, beforehand appraise general year add 10-20% , battalion beneficial is led beforehand appraise is 2-3% .
Additional, han intermediary ever said new machine of edition of 6.1 LCD is used a few days ago like IPhone X in that way ” clear sea ” design, but the liquid crystal face plate that waits for a manufacturer because of JDIFine rateNot beautiful, because this fears,delay to ability will leave in November sell. Nevertheless this report has ” analyst of upper the strongest apple ” the Guo Ming Zuo that say makes a face.
Month of Japanese website CoRRiENTE.top, Taisy0 6 the report of MacRumors of 4 days of quote, Zuo of Guo Ming of analyst of negotiable securities of day wind international issue a report to point out, the apple will be in the autumn rolls out 3 new-style IPhone this year, these 3 new machine all differentiate embarking face ministry technology ” Face ID ” , use immensity casing to design, and 3 new machine all will be published in September, sell, and price is relatively the machine last year is planted (IPhone 8 series and IPhone X) undertake moving falling, the price will have aggressive sex more.
Guo Ming Zuo beforehand appraise, new machine price is IPhone of edition of 6.1 LCD 600-700 dollar, will under active IPhone 8; Price of IPhone X 2 beforehand appraise is 800-900 dollar, relatively since IPhone X(999 dollar) cheap; Price of IPhone X Plus beforehand appraise is 900-1, 000 dollars. MoneyDJ
3. car carries diving of face plate price to gain profit face test;
Car electron is changed, the face plate measure that each car place uses also is climbed litre, those who drive a car to carry face plate demand to maintain two digit every year is tall grow, production value is to exceed Mobile PC even, the in market of small size face plate the 2nd big application in becoming. Nevertheless factory of face plate of the mainland, Korea joins a car to carry war situation of face plate market, market competition is more and more intense, face plate factory points out, the car carries diving of face plate price this year, drop panel height amounts to 20 ％ ～ 30 ％ , the product guides the time of car plant also shortens, gain profit face test.
According to IHS Markit statistic, shipment of face plate of integral mobile phone measured more than 2 billion 2018, it is medium the applied market with small size the biggest face plate. And the car carries face plate one year shipment volume is less than 200 million, shipment is measured not as good as 10 minutes of mobile phone face plate 1, also Mobile PC of be not a patch on, but becauseQualityAsk unit price is tall, high, its production value exceeds Mobile PC, the in market of small size face plate the 2nd big application in becoming, was regarded as to be the blue sea market among face plate industry all the time in the past.
Resembling in recent years is report of TV, monitor, pen, it is the consumption such as the mobile phone even growing passivation of sexual product market, the car carries face plate is the application that minority still can maintain two digit to grow.
Be in besides the market grow, the car carries face plateQualityThe time that asks tall, early days guides is long, to face plate factory, monovalent taller, profit is better, and once guide, cooperate car product lifecycle, order shipment time may is as long as 7 ～ 8 years.
But after the car of past Japan and dominant of institute of plant of Taiwan face plate carries face plate market to join war situation in Korea and mainland face plate, stable market modes of life and relation to their environment also produces change. Especially market of TV face plate is quite small first half of the year this year fan, demand of IT face plate, mobile phone face plate is depressed also, more 5 generation, 5.5 generation, it is 6 generation even face plate factory is produced can begin to produce a car to carry face plate, cause a car to carry face plate price to dive greatly, face plate factory discloses, the car carries face plate to chop 20 ％ ～ greatly at a heat since the beginning of the year 30 ％ , let face plate factory gain profit face huge test.
Supply chainPoint out, automobile industry also moves toward an electron to change now, the sensor that uses on each car, face plate is more and more, the car also moves toward platform to change gradually with the electron, form standard norms, because of the spare parts on this car can replace rate rise. Past car carries face plate guide period want 2 ～ 3 years, it is OK to often do not arrive one year nowAttestationEnding quantity produces shipment. And quality of factory of mainland face plate also comes up, the price low, car plant, system factory also is happy rate of exchange, prospective car holds face plate blue sea erubescent sea, the times of usury embellish also went. Industrial and commercial times
4. land IC is homebred catenary of face plate of department of the stage that change ／ meets with double converging attack;
Face plateDriveIC belongs to maturityMake Cheng, want to buyEquipment, seek a talented personInvestmentProduction is not difficult, the near future 8 Brilliant circle generation is versed inRise in price, again Beijing east is the first accelerate the mainlandDriveIC is self-restrained change a footstep, below double converging attack, to course of study of Taiwan drive IC person pressure is not little.
Drive IC usesMake ChengRelatively mature, cast in 8 factory more piece. In recent years, factory of mainland drive IC also is rolled out in succession relatively the product that accords with market demand, taiwan course of study person analysis, mainland competitor, at present relatively insufficient still depend onFine rate.
With respect to the industry development trend looks, almost factory of main face plate can create the whole world the drive IC factory that belongs to oneself. The near future comes out mainland government is Oriental to Beijing make known to lower levels, exceed 5 to use the instruction of the home made product into drive IC, and make known to lower levels ” fine rate is bad to have nothing to do with, use first besides ” instruction, taiwan semiconductor course of study person anticipation, course of study of IC of drive of mainland of conduce of this action general person accelerate rate of promotion good people.
Course of study person analysis, in light of the historical experience with the mobile phone, mobile phone of mainland of one’s early years from white brand name, but 2017 when the 4th season, the mainland already had China for, millet, OPPO before whole world of body of ascend of the person that wait for course of study 5 old brands; Additional, the auto industry of the mainland also is from be modelled on to build have oneself brand and supply chain, accordingly, the mainland should promote drive IC fine rate, “The problem that is time only ” , course of study of Taiwan drive IC person escape hard the pressure since Liu Anxing.
In addition, pressure of another battalion carry comes from factory of Taiwan drive IC at 8 Brilliant circle generation is versed inProduce can be critical. Especially content couplet net, car uses the requirement such as the electron arisen, causeActing factoryElbow out LCD drive IC to throw an amount, also be worth to face up to. Economic daily
5. new technology produces demand of Q3 of report of can superfluous brilliant to be expected to answer evenly lukewarm;
Brilliant report (2448) president Li Bingjie points out in sending partner transaction, mainland manufacturer from last year enlarge of the 4th season is produced produce can leave after going out, produce balance of market of LED of can superfluous influence newly, anticipate demand of the 3rd season is expected to answer lukewarm, brilliant report will be like application of Mini LED mobile phone with new technology, or it is Lei She application, produce can superfluous effect evenly.
Brilliant report will hold shareholder regular meeting in this week, each career breaks up report of market focusing brilliant state, and chinese mainland lasts to go out to be produced newly can influence.
Li Bingjie of brilliant report president points out in sending partner transaction, chinese mainland last year enlarge of the 4th season is produced produce can leave after going out, produce can surplus problem newly to affect LED market balance, anticipate this year year demand of the 3rd season is expected to answer lukewarm, company general with market new technology, the mobile phone product that is like Mini LED application or Lei She application, will produce can superfluous effect evenly.
Li Bingjie also expresses, because world each country takes the topic for discussion of energy-saving environmental protection seriously quite, and what reach LED because of glow efficiency promotion is tiny change, because this LED market still has potential development opportunity, for example the demand year after year of bulb of LED efficient tube and filament LED grows considerably, LED reachs the permeability of the application such as the car to still promote continuously in illume, application of LED plant illume is taken seriously to reach infrared ray gradually (IR) LED is being installed accuse, feeling of wisdom mobile phone is measured, Mini LED applies at all sorts of monitor to wait, beforehand grain shipment volume is appraise brilliant report this year 5, 62.9 billion.
As to VCSEL (face of perpendicular resonance antrum is shot model Lei She) the promotion of acting industry Wu, li Bingjie points out, the sale of VCSEL Lei chip that transmits at the data besides original application can have outside growing significantly, brilliant report begins to promote the VCSEL product that exhibits application to be measured at feeling this year.
Li Bingjie also expresses, brilliant report rises from 105 years of second half of the year, although state of supply and demand of global nitride LED improves slightly, but the 4th season rose last year, a person of same business can leave in succession again in the yield that enlarge adds this year piece, competition turns then hasten is intense, although management environment becomes poor, brilliant report still does not abandon the goal that show a turn from loss to profit, main investment reduces battalion useCost, optimize product combination, because this 106 year are amalgamative business income net specified number although relatively 105 year decline makes an appointment with 1 ％ , but 106 year are amalgamative money of business net new station 2.31 billion yuan, money of new station of the net after amalgamative duty 1.69 billion yuan, not only show a turn from loss to profit, and gain profit to promote considerably, surmount budgetary target.
Industrial and commercial times
Industrial and commercial times
6. group achieve partner to meet bright come on stage pass new Dong Zun to will show a body?
Group achieve (3481) meeting general is in partner 20 days to come on stage, the immediately after partner is met holds a board of directors, outside speculation gives choose to hold the post of president Hong Jinyang newly. Among the press conference after the meeting, thing of new old Ren Dong grows Wang Zhichao, Hong Jinyang, General managerXiao Zhihong in all 9 high-ranking administrators will show a body along with all the others, outward bound explains group achieve prospective strategy direction.
Grand sea group announced to will be in Guangzhou last year build 10.5 acting factories, wang Zhichao is grand sea K second group controller, new plant builds place inside dominant group, grand sea groupPresidentGuo Taiming allows Wang Zhichao discharge of purpose group start Dong Zun job, absorption plan new plant and position of face plate career. And foreign capital one’s previous experience, ever held the position of stage mud internationalGeneral managerHong Jinyang is program replace group start president.
Basis group start a program, after shareholder regular meeting of 20 days, can hold a board of directors immediately. Pass outside at the appointed time Wang Zhichao will ask demit Dong Zun, hold the position of choose Hong Jinyang president. Thing of new old Ren Dong grows Wang Zhichao, Hong Jinyang, general manager after the meeting Xiao Zhihong, carry out deputy total Ding Jinglong, and career group article of general manager Yang Hong, Yang Zhuxiang, Lin Tianren, .
Group in starting business report, point out, in small size because application of wisdom mobile phone and touch it is mature with each passing day to accuse a technology, add in succession the manufacturer throws AMOLED to may flinch next generation such as type face plate take the place of technical research and development, become in recent years most appearance turns the product and grow the fastest product category, look into this year, 18: 9, in can flinching type and abnormity cut will be become, small size face plate develops a tendency.
In addition, for more aggrandizement competition advantage and look into for a long time, group the research that starts active devoted new technology, new product develops, include pliability to show, IGZO, AMOLED, Mini LED, MicroLED, touch accuse integrated technology, wide colour gamut to show, in large size is touched accuse model face plate the development that wait, obtain quite achievement, conduce future shows itself in the industrial environment of intense competition.
In product of large size TFT LCD, liquid crystal TV faces towards larger size, energy-saving, Gao Hua pledges continuously 4K8K, narrow frame develops, liquid crystal screen basically appeals to beg to can flinch contest of type, report is reached narrow frame, front of note computer product is low cost report, IGZO, narrow frame and frivolous the technical way that change is main development trend, hope for can make consumer be opposite existingProduct lineUndertake upgrading. Industrial and commercial times
7. car carries gale of specified number of close a particular year of face plate plant to blow;
Past Japan alone old car holds face plate market, in Taiwan, Korea, it is factory of mainland face plate even after joining war situation, in recent years city is occupied rate also appeared very big change. Factory of Taiwan face plate surmounted Japan 2016, make the whole world most cart carries face plate to supply a country, do not spend the mainland day horse, make amends while there is yet time that believe benefit, come to city 3 years occupy rate is cruel add 3 times.
In recent years active position vehicle carries plant of Taiwan face plate applied market, japan was surmounted 2016, become the oldest car to carry face plate to supply a country, city was occupied 2017 lead near 40 ％ , still maintain market bibcock throne. Go to factory of face plate of year of Korea, mainland be being grabbed actively nevertheless hold face plate market into the car, city of factory of each face plate occupies difference to narrow. Japanese JDI car carried volume of face plate shipment to grow 2017 8 ％ , friend is amounted to also grow 7 ％ , group achieve slipped 9 ％ . Order of stage face plate charges in because take big plant,crossing LGD, shipment volume grew considerably 2017 22 ％ , volume of day horse shipment was to grow more of 43 ％ .
The station controlling in is standard norms mostly, make face plate plant most the product category that cuts a car to carry first, shipment of stage face plate accused to grow in LGD 2017 growing rate of horse of 24 ％ , day more be as high as 60 ％ . Watch instead face plate carries in the car cultivated factory of face plate of long already Japan, Taiwan, because in competition of face plate controlling a station is intense, profit glides, shipment ebbed mostly 2017, JDI shipment year decrease 6 ％ , friend is amounted to decrease 1 ％ slightly, group start decline 14 ％ .
IHS Markit expresses, dashboard face plate because demand of quality, reliability is high, at present Japan still is main supplier, JDI is very big specific gravity is to supply face plate of dashboard of 3.5 , 4.2 , especially more and more advanced car is planted guide dashboard of total number word, because shipment of dashboard of this 10 , 12.3 is fast,grow. Japan and factory of Taiwan face plate paid close attention to a focus to turn toward dashboard face plate 2017, JDI shipment grows 14 ％ , friend amounts to shipment is more times add, group achieved shipment to grow 32 ％ . Factory of face plate of Korea, mainland also has very big grow, LGD shipment year add 17 ％ , day Ma Zecheng grew 35 ％ .
Car of plant of each face plate held end of face plate shipment 2018 quite active, nevertheless besides JDI with 2, 9.1 million one Zhi Duxiu, goal of shipment of factory of other face plate is quite adjacent, can see the car holds face plate market competition is quite intense. IHS MarkitInvestigationPoint out, group before because shipment includes a car,be being achieved, mix the market after the car, shipment goal is amounted to 2, 3 million, house market the 2nd. Other amount to like friend, LGD, Xia Pu and day horse, shipment goal fell in 1 2018, 9 million, hua Ying gives goods cause beforehand appraise is made an appointment with 1, 4.5 million.
Industrial and commercial times