1.TCL group will undertake to plant of Hua Xing and intelligent TV intelligence is changed transform;

2. grinds tone: The domain such as large size TV, mini LED or organic meeting and OLED compete;

3.LG monitor says to be being strengthened concern with Gu Ge but deny acquire 930 million dollarInvestment;

Ceng Zhang of vise general manager of A of horse of 4. dark sky and abdication;

5. exceeds large size face plate to grow 3 times, dan Youda photoelectricity closed loose river plant;

6. friend is amounted to get competition of factory of mainland face plate, face plateThe priceAdd drops affect Ben Jiquan power is certain gain profit;

1.TCL group will undertake to plant of Hua Xing and intelligent TV intelligence is changed transform;

TCL group announced outstanding achievement to show meeting record recently, TCL states artificial intelligence of group general focusing and big data, new-style semiconductor demonstrates technology and material, intelligenceMakeWith industrial Internet 3 old techniques, synchronism advances fundamental sex technology to consider to mixUse a technologyDevelop.

Will establish intelligence at the same timeMakeWith industrial InternetThe technology servesCompany, the intelligence that advances main industry energetically is made and industrial Internet ability; This year, will mix to China star factory intelligent TV plant undertakes intelligence is changed transform upgrade, aggrandizement industry makes competition ability.

2. grinds tone: The domain such as large size TV, mini LED or organic meeting and OLED compete;

Study according to TrendForce photoelectricity (WitsView) is newest ” new-style indication technologyCost” report, because Mini LED serves as what LCD is in a poor lightFrameworkBe in a poor light with the LED of active LCD monitorFrameworkSimilar, go up in the design and do not have too about-face, because this also is expressed great expectations by the manufacturer, hope its can become Micro LED to measure the transition of antenatalProduct. But it is the consumptive sex electron such as mobile phone or TV no matterProduct, mini LED certainly will will face the competition that comes from OLED directly, short-term and character, large size TV and high-ranking IT product are Mini LED has opportunity and OLED one relatively the applied domain of relative superiority or inferiority.

Will look with TV, witsView points out, as a result of OLED presswork chromatically technology has not mature, and the level that the overall material utilization factor of law of active evaporate plating also has 20-30% only, if meeting of plating of full prize evaporate is used to face on TVProductionFine rateReach overall material utilization factor low problem, incident is current TV basically is given priority to with WOLED, namely in order to fizzle out / layer of glow of green collocation blue mixes Cheng Baiguang, filter of tie-in color will realize full prize to change. Although this framework still has an advantage on contrast and ply, but if come up from the expression of colour saturation,look, use Mini LED tie-in QD Film be in a poor light, organic meeting achieves as same as WOLED standard.

With 65 UHDProductionCostFor exemple, fall in 950-1 probably, 000 dollars; And the 65 UHD that tie-in Mini LED is in a poor light, in order to use 30, 000-40, 000 LED come estimation, manufacturing cost is in about 900-1000 dollar. WitsView analysis, because at present power comsumption is not TV the problem of first consideration, plus cost photograph relatively at OLED unapt differ too much, mini LED or have an opportunity that can be exploited to sbs advantage, near future a gleam ofBrandResembling is SamSung electron and happy gold electron already all were revealed or declare will have roll out large Mini LED TV or it is the plan picture that business uses indication screen.

WitsView points out, regarding as is not preferential originally when thinking, device guides go up greatly again into the opportunity of Mini LED a lot of, from the beginning of the year group achieve the 10.1 car that publishs in CES to use indication screen, and friend amounted to the electric contest that show to use the relevant device such as monitor of 27 liquid crystal and VR of 15.6 pen report, 2 a few days ago, can see Mini LED technology is in the Leakey with product relatively high unit priceThe marketHave play space.

Because IT product needs to carry out writ to handle more or less, accordingly static picture grows too and the incomplete image problem of generation ever let OLED suffer, plus produced because of the OLED of SamSung monitor 2016 can most it is with face plate of wisdom mobile phone preferential, also miss enter ITThe marketfirst machine. WitsView points out, climb as year after year of the amplification of dimensions of electric contest market, production value in recent years litre, each ITBrandAll expensive to rolling out gross profit and additional value electric contest product also itch to try. Moreover, latter PC monitor already also had HDR level, mini LED powerful partition moves smooth function to the opportunity develops HDR to incisively and vividly, accordingly, high-ranking IT product will be a few Mini LED organic meeting and the market that OLED stands on same scratch line compete.

3.LG monitor says to be being strengthened concern with Gu Ge but deny acquire 930 million dollarInvestment;

According to abroadMediaReport, LG monitor (LG Display) Zhou Er expresses, strengthening the strategic alliance with Gu Ge, make sure stable face plate is supplied and new product is developed. Nevertheless, LG monitor is in trade to Korea in referred document, deniedMediaObtain 1 trillion Han from Gu Ge about its yuan (add up to 930 million dollar about) the report of direct investment.

Put on record in what will refer last year in November in the file, LG monitor ever expressed, the detail that invests about Gu Ge all was not knocked calm.

Before that, korea media coverage says, gu Ge puts forward to want to invest at least 1 trillion Han yuan, help LG shows raise smartphone OLED (organic glow diode) face plate crop.

Ceng Zhang of vise general manager of A of horse of 4. dark sky and abdication;

Yesterday evening, inc. of day horse microelectronics (A 000050) of dark sky horse releases announcement to say, company board of directors received the written abdication that Ceng Zhang of vise general manager mixes to report recently, because individual reason applies for to resign to company board of directors,Ceng Zhang is mixed post of company vise general manager.

5. exceeds large size face plate to grow 3 times, dan Youda photoelectricity closed loose river plant;

Friend amounts to photoelectricity to express now, increasing the shipment that exceeds face plate of large size, 4K, game and LTPS notebook computer to measure at present, in order to maintain itsSaleImpetus and profit.

Message personage points out, friend amounts to photoelectricity to exceed the shipment amount of large size face plate, include 75 inches to be measured with shipment of 85 inches of face plate 2018 achieve the history first quarter new tall, grew 3 compared to the same period times.

Predict 2018 the popularity rate of 4K television will from go up the 30% growth of year of the corresponding period come 40% , the scale that friend amounts to volume of shipment of face plate of TV of predicting company 4K to occupy total shipment of TV face plate to measure will from 2018 the end of the year expands further, and this scale is first quarter 50% .

Friend amounts to photoelectricity to still will begin face plate of shipment 8K TV first half of the year 2018, meanwhile, friend amounts to the banner technology that still will use its to develop a field in 240Hz, 4K and face plate of 65 inches of game, its maintained to be in 2018 the top-ranking position of market of global game face plate.

Message personage says, because face plate of LTPS notebook computer is in,the shipment volume first quarter had exceeded the total shipment amount a year ago 2018, the sales volume of face plate of LTPS notebook computer still will achieve exponential level growth inside year.

In addition, friend amounts to photoelectricity to still will be used at the car to carry the LTPS face plate of rearview mirror at beginning shipment first half of the year 2018, aim to expand relevant technology further domain of car face plate.

money signs up for first quarter and not ideal

Nevertheless, from April 26 friend amounts to photoelectricity to announce this year money newspaper looks first quarter, the case is not good.

The report shows, friend amounts to photoelectricity net first quarter gain makes an appointment with 920 million yuan this year, decrease compared to the same period 54.5% .

Friend amounts to photoelectricity to say, amalgamative turnover was the first season 2018 new station money 74.44 billion yuan (it is a RMB about 15.9 billion yuan) , relatively the four seasons decreased 2017 7.7% . The first season puts in the net that belongs to parent company owner ‘s charge to be new station money 4.31 billion yuan (it is a RMB about 920 million yuan) , basic every profit is new station money 0.45 yuan.

Friend amounts to photoelectricity to say, the first season is big 2018 dimension face plate (department of large size face plate points to 10 inches (contain) the face plate of above) shipment volume is made an appointment with 2, 8.58 million, relatively the four seasons was decreased slightly 2017 0.2% . Volume of small size shipment was made an appointment with in the first season 2018 4, 6.57 million, relatively the four seasons decreased 2017 0.8% .

Close plant of group of loose river model, optimize produce can

According to other media the report before this, face plate boom may be successive 3 years not beautiful, shutout, recombine to be bought even and wait for a circumstance to happen possibly.

The netizen explodes makings say, once factories of 7000 National People’s Congress, be located in Shanghai loose river to export treatment area, at present on-the-job employee makes an appointment with 800 people. In extremelying He Shu the face informs or declared state falls, on May 7 company person endowment begin one by one suddenly to inform employee to need shutout, employee fine long hair is extemporaneous, face unemployment.

Since amalgamative 2006 Da Hui hind, occupy in the city of screen of jotter liquid crystal lead jump house whole world the first, in jotter kingcraft 2006 indeed view is very long, even if takes notes in recent years our market is small fan, be located in the factory of Shanghai loose river, still be in gain condition all the time, this the company decides to shut plant area, it is to optimize manufacturing efficiency, will produce can jibAttemperTo Suzhou plant area. (proofread / model Chengdu)

7. friend is amounted to get competition of factory of mainland face plate, face plateThe priceAdd drops affect Ben Jiquan power is certain gain profit;

Be dropped by add of face plate price and influence of reductive of volume of size dimensions shipment, friend amounts to yesterday (8) day announces amalgamative in April battalion to close amount to twenty-four billion four hundred and seventy-six million yuan, the month is decreased 4.2% , year decrease 11.9% . Legal person estimation, because face plate quote has not stop,drop, increase the competition that has plant of mainland face plate again, friendly Dabenji stays in do one’s best firmly gain profit.

Friend is amounted to volume of shipment of face plate of integral large size included liquid crystal TV, desk to go up in April model monitor reachs note computer face plate to wait for about 8.91 million, the month is decreased 11.4% . Volume of shipment of small size face plate is made an appointment with in 1, 6.52 million, relatively decreased in March 4.4% .

Friend is amounted to after money of the 1st season declares dutiable goods this year pure profit 4.309 billion yuan, season adds 2.7 ％ , every pure profit 0.45 yuan, relatively monitor of South Korea happy gold (LGD) performance of odd season loss is superior, expression exceeds the market anticipates.

Nevertheless, because face plate cheapens continuously, to stimulate desire of downstream sales promotion, will quickenInventoryDigest, friend is amounted to beforehand appraise, season of volume of shipment of product of large size of the 2nd season is decreased 1% to 3% , average shipment unit price keeps balance or be small glide, season of volume of small size shipment is decreased in about 5% . Economic daily