Suffer off-season effect effect, first quarterThe marketWhole is fatigued and weak, liquid crystal face plateThe priceGlide somewhat, face plate manufacturer suffers accordingly achieve. Because face plate firm is next high for generationsProductionLine start working is built or throw a quantity to produce in succession, the view of supply exceeds demand of face plate industry also appears on the market, especially the profit of face plate big plant such as Beijing east exceeds now to slip first quarter, can superfluous to producing hearsay also is to upsurge further. To this view, we visit face plate big plant first money of the first season signs up for a circumstance.

Beijing east

On April 23, beijing is Oriental (BOE) publish 2017 year report, show according to the report, beijing east realized business income last year 93.8 billion yuan of RMBs, grow 36.15% compared to the same period; Among them vest in appears on the market profit of company shareholder net 7.568 billion yuan of RMB, grow 301.99% compared to the same period, battalion of it may be said receives profit double bumper harvest.

Nevertheless, beijing east announces at the same time newspaper of money of the first season is very not hopeful however 2018.

According to money the newspaper shows, beijing is Oriental do business first quarter income twenty-one billion five hundred and sixty-seven million yuan of RMBs, decrease compared to the same period 1.32% ; Vest in appears on the market the net gain of company shareholder 2.019 billion yuan of RMB, glide compared to the same period 16% , buckle blame hind to glide 58% .

To Beijing east, close paragraph of time face plateThe priceFluctuant and frequent, it is a manufacturer no matter between ” price war ” or cost of material rises, it is Beijing east and competitor outstanding achievement unfavorable is main first quarter reason.

Nevertheless, shu power is in the Liu that force holds out Beijing east its article middle finger goes out, the achievement last year did not let Beijing eastInvestmentPerson disappointed, and because face plate price is periodic,the main reason that net first quarter gain glided 2018 also is drop.

Seek advice from photoelectricity research center according to market country (WitsView) data shows, computer of indication screen of computer of Beijing east flat, notebook showed screen shipment volume ranks the whole world 2017 the first, indication screen of smartphone liquid crystal, TV and monitor show rate of screen city war is the whole world the 2nd.

SamSung electron

On April 26, samSung electron also is announced money of the first season signed up for 2018. Show according to the report, samSung electron do business first quarter income is 60.56 trillion Han yuan (about 354.9 billion yuan of RMB) , grow 19.8% compared to the same period; Among them net profit is 11.69 trillion Han yuan (about 68.5 billion yuan of RMBs) , grow 52% compared to the same period.

Among them, IT and mobile branch / profit of semiconductor branch net grows compared to the same period is 82.13%/83.04% respectively, be main net profit grows SamSung electron first quarter origin. Be worth what carry is, branch of indication face plateSaleThe forehead is 7.54 trillion Han yuan () of about 44.2 billion yuan of RMB, 3.43% what grow compared to the same period; Business profit is 410 billion Han yuan () of about 2.4 billion yuan of RMB, drop compared to the same period 68.46% .

Visible, money of the first season signs up for SamSung electron hopeful backside, the demand that is memory chip actually masked demand of indication face plate to put the corner of delay. Research center of advisory photoelectricity of the state that occupy part (WitsView) point out, the sales volume of the IPhone X of screen of malic embarking OLED under anticipate, the video business that brings about SamSung electron is in the utilization rate that lowered its product line first quarter.

To this, samSung electron expresses to say, market of indication face plate is fatigued and weak and aggravate of high-end smartphone competition is the main reason that brings about profit margin of branch of indication face plate to drop, the challenge that face butt joint comes down, samSung states trade of smartphone of second half of the year will be much demand OLED face plate, will greet at the appointed time rebound.

LGD

On April 25, LG Display is announced money of the first season signed up for 2018. Show according to the report, LGD business income is 5.68 trillion Han first quarter yuan (about 33.3 billion yuan of RMB) , decrease compared to the same period 19.6% ; Business deficit makes an appointment with 98 billion Han yuan (about 575 million yuan of RMB) , loss of profit of the net after duty 49 billion Han Yuan (about 287 million yuan of RMBs) .

Be worth what carry is, this is LGD appears first since 20 quarters deficit.

LGD is infrequent first quarter occurrence deficit, it is reported is main the reason is the market rise ceaselessly to demand of OLED face plate, LGD is meet competitor SamSung head-on, produce to raise OLED face plate can and invested a large number of capital.

Before this, research center of market country advisory photoelectricity (WitsView) the analyst ever pointed out, LGD is become probably exclusive first quarter the factory of professional face plate of an occurrence deficit, slide continuously besides face plate price outside, the heavy heavy burden that place of business of size dimensions OLED derives is carried, also be to make model of this face plate unripe take the lead in appearing the reason of deficit. And will look from current result, face plate of the first season cheapened 2018 still be in happen continuously, application of large size of a few mainstreams still is in report of TV, monitor, pen demand is fatigued and weak enter with stylish produce can minatory in yield environment.

Group achieve friend to amount to

Besides, manufacturer of Taiwan face plate group achieved He Youda to also be announced money signs up for first quarter, its outstanding achievement gives now to slip likewise.

As we have learned, group achieve photoelectricity business income of the first season is new station money 66.8 billion yuan (about 14.4 billion yuan of RMBs) , decrease compared to the same period 22.4% ; Large size face plate is amalgamative shipment volume adds up to 28.07 million, with the four seasons spent photograph comparing to decrease last year 8.1% ; Amalgamative shipment measures small size face plate in add up to 68.57 million, with the four seasons spent photograph comparing to decrease last year 7% .

Friend is amounted to do business first quarter income is new station money 74.44 billion yuan (about 16 billion yuan of RMBs) , decrease compared to the same period 15.9% . Shipment of large size face plate measures about 28.58 million, increase compared to the same period 5.0% ; Shipment of small size face plate measures about 46.57 million in, increase compared to the same period 27.8% . Will look from data, although do business,income glides as before compared to the same period, but grow somewhat however on volume of face plate shipment.

The 2nd season is filled with face plate factory benefit beforehand appraise

The data of newspaper of money of the first season from face plate big plant is not ugly piece, each big firm profit all glides somewhat really, it is price of liquid crystal face plate drops continuously firstly, it is to be affected the terminal market demand such as TV by exhausted weak correlation secondly, it is devoted nextCapitalCast to new product line build and show side of technical innovation research and development. This says palpability shows face plate industry still is having very strong weak peak period periodic, can not let produce apparently can superfluous will carry in full charge on the back.

In the past, market of indication face plate is held by day Han manufacturer and mesa area manufacturer dominant position, mainland manufacturer rises abruptly ceaselessly nowadays, of the enterprise such as photoelectricity of east is in Beijing, China star present as leading role to fall, manufacturer of chinese mainland face plate begins to send market of power race to control amain, and in this process, produce can superfluous circumstance to exist really, this also makes the competition between face plate manufacturer intense. Seek advice from photoelectricity research center according to market country (WitsView) data shows, price of face plate of global TV liquid crystal from from 2017 second half of the year rises enter price inflection point, drop repeatedly 9 months, demand did not see get warm again after a cold spell, the profit of manufacturer of face plate of the 2nd season is behaved also may more austere.

WitsView

People’s Daily piece build China

Graph Zun Weiwei believes Nuo (solid is installed) workshop of intelligence of product line of the 6th acting completely soft AMOLED, the graph is right for Wei XinnuoPresidentDr. Zhang Dejiang (left one) the introduction is flexible screenProductTerminal application.


New-style show it is important to be had in national economy strategic position, say with integrated circuit ” one screen one core ” , it is advancedMakeWith the core base industry of field of information of new generation electron.

On May 17, wei Xinnuo (solid is installed) product line is in the 6th Dai Quanrou AMOLED an ancient name for China is happyOperationHeibei solid installs industrial new city to be started formally move. This product line is had ownIntellectual property, specifications ranks world front row, its start moving mark to wear our country is in respect of industrialization of completely soft AMOLED, had actual strength of innovation technology research and development not only, also had massive amount to produce ability at the same time, will alleviate effectively our country is new-style indication high endProductSupply tight situation.

Dominant flexible indication technology standard

In recent years, new-style indication industry grows our country very swift and violent, but compare with the country such as day Han, difference of integral competition ability is apparent. Be in especially flexible AMOLED domain, the country such as day Han is mastering authority of international market speech.

Dimension believes Nuo (solid is installed) own design, dominant builds You Weixin Nuo of project of product line of the 6th acting completely soft AMOLED, shirt-sleeve technology of multinomial and own innovation and keyCraft, be before of look up layout, the 6 acting lines that can prop up prospective product to upgrade.

“Wei Xinnuo is first are made flexible the Chinese enterprise of indication international standard, dominant established standard of multinomial OLED international, state level and occupation standard. ” Wei XinnuoPresidentDr. Zhang Dejiang introduces, at present the company has had 3500 multinomial OLED relevantPatent, include nearly 600 among them flexible indication technology is relevantPatent, flexible the technology reachs world banner level.

Regard home’s the most professional, at present most advanced completely soft AMOLED as product line, dimension believes Nuo (solid is installed) the 6th Dai Quanrou AMOLED product line can produce current curved surface screen, comprehensive screen not only, and can produce fold to show completely screen, flexible indication screen. Product line design is produced can 30 thousand / month, amount to postpartum can satisfy terminal of nearly 100 million intelligence the demand to screen, the product forestall of technical domain is showing outside smashing a state, the our country that help strength is new-style indication industry ” tortuous path overtake ” .

In view of Wei Xinnuo (solid is installed) content of technology of project of the 6th acting completely soft AMOLED dimensions of tall, market gain of big, industrialization is apparent, the expert expresses, product line quantity is postpartum the integral actual strength that participates industry of OLED of promotion our country international competition, quicken China the rise of new-style indication industry.

New-style indication industry is added again new army

IT of preferential development new generation and new material industry of two core technology, it is the need that promotes development of economic high quality. Among them, industry of new generation IT wants to be highlighted mainlySoftware, integrated circuit, new-style show, cloud computation, big data, fictitious show, green computation, artificial intelligence and intelligenceHardwareWait for industry of sex of strategical, forerunner.

As Beijing ferry look forward to develops strategic development to advance in coordination, heibei province is accelerated push an industryStructureStrategical adjust, breed development new kinetic energy quickly, carry out in the round fulfil ” compendium of strategy of national informatization development ” , carry out ” big Zhi Yiyun ” lead a plan.

As Heibei strategical the Chongzhongzhi that burgeoning industry grows is heavy, new-style indication industry is regarded as the important foundation stone that Heibei economy high quality develops. As Wei Xinnuo (solid is installed) product line starts the 6th Dai Quanrou AMOLED move, heibei is new-style indication domain transition upgrades to increase powerful new force again.

Accelerate construction to support a project, city of Heibei province, Langfang, solid installs a county 3 class Party committee, government supports with all one’s strength, pass industrial fundInfuse, defeat with market measure in solving a project to buildCapitalThrow ” bottleneck ” , drove project construction to be carried in the round fast. On August 15, 2017, 15 billion yuan directional add hair is successful through, for project follow-up the process laid solid foundation. From October 21, 2016 break earth arrives product line was started on May 17, 2018 move, when the project is used only 573 days, completed workshop principal partStructureSeal top, productionEquipmentMove, product line is started formally move wait for many important node, feed rate is on industry front row.

Bring industrial new city as solidOperationBusiness, happiness of an ancient name for China installs a success to guide for solid not only throughout historyInvestmentProject of the biggest this one bibcock, at the same time more give full cooperation with various government, provide overall service for the project, advance a project to build hammer and tongs, ensure product line is started as scheduled.

Zhang Dejiang introduces, product line is started after moving, will deepen layout further, assure product quality and competition ability while promotion is produced can, entire chain of innovation of get through technology while, devote oneself to the collaboration of entire industry catenary and healthy progress.

Make new-style indication industry group

On May 17, personage of elite of global OLED industry meets solid brings industrial new city, attend with ” extensive bespeaks an era in the everythings on earth of screen ” the industry of OLED of the 6th China that gives priority to a problem grows forum, collective delibrate is new-style show foremost edge technology and OLED industry grow a tendency, for China and even future of global OLED industry development builds character make suggestions.

On forum, china is new-style of indication domain ” solid brings army group ” eye-catching. Current, solid installed industrial new city to had gathered together Wei Xinnuo (solid is installed) , the home such as light of material of Beijing east, vessel, next is famous and new-style indication enterprise, preliminary the group of new-style indication industry that establishs one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two level. To promote a business between develop in coordination, how will prospective solid build countrywide AMOLED face plate and base of production of indication model group, make Heibei the province is strategical burgeoning industry (new-style show) demonstrative base.

Forum holds ground solid to bring industrial new city, it is the typical case that our country town develops PPP pattern integratedly. May 2018 7, 9 days, forum of international of the 3rd PPP is in U.N. Economic Commission Europe headquarters of Europe of Swiss Geneva U.N. is held. Solid brings project of PPP of industrial new city the PPP case that successful and selected whole world can develop 60 times continuously, it is the exclusive town in project of 5 selected PPP of Chinese develops case integratedly.

When solid installed industrial new city to just was started 2002, how is solid one of counties with Heibei the most impoverished province, GDP of entire county average per capita about 1000 dollars; Now, solid installs competition ability of economy of prefectural county region to rank before Heibei is saved 3, GDP of entire county average per capita exceeds 7300 dollars.

Vice director of research center of advisory company of China International engineering, U.N. Europe drafts expert Xu to express into Bin via standard of meeting PPP international: “A good PPP case is to be beneficial to relative of of all kinds interest certainly. Solid encoreter lasts of urban PPP case draw lessons from value to be able to be generalized for whole development, professional operation is mixed confluence yield a city, benefit local dweller, promoted can develop continuously. “

Creation industry new city succeeds example

With the industry development is core is the marrow that solid installs mode of PPP of industrial new city. Wei Xinnuo (solid is installed) product line project casts the 6th Dai Quanrou AMOLED build, install to solid even Heibei, mean open it is innovation main body with the enterprise, produce learn to grind with deepness confluence, drive entire industry catenary what the technology innovates is new mode, also become happiness of an ancient name for China to catch project of science and technology, skill in order to commercialize force skill to close to economy grows, with major project be born, make industrial group promoteAreaThe important case that high quality develops.

Gu Jiang of dean of academy of industry of happiness of an ancient name for China introduces, happiness of an ancient name for China was formed ” hatch implement, accelerator, professional garden area, industrial new city ” industrial implantation chain, through hatch implement, orgnaization of platform of collaboration of school look forward to, research and development mutiple level innovation platform system quickens scientific research achievement to change, drive new city of industry of be born of achievement of innovation of global science and technology finally.

Regard home’s banner industry as business of new city operation, happiness of an ancient name for China has the industry of whole technological process of one a complete set of to develop pattern, from the industry plan of research, estate, resource gathers together, carrier construction serves 5 big fields to whole journey, be born of gather together project produces new city of course of study, advance industrial group to build with all one’s strength. From original ” move mode ” , to discovery technology then ” innovation hatch ” , again with capitalDrive, the means such as overall service aids force industrialization, wei Xinnuo (solid is installed) project of product line of the 6th acting completely soft AMOLED, for happiness of an ancient name for China this one industry breeds method to make vivid footnote.

Gu Jiang introduces, solid installs industrial new city to guide dimension believes Nuo, basically have two respects reason. “On one hand Wei Xinnuo has capacity of powerful own technology innovation, on the other hand, the complete technology reserve that produces to the quantity tries in still be being had, and produce experience to the quantity of AMOLED by PMOLED, make item of 6 acting linesFine is tasted ratePromotion has safeguard more, produce can climb slope to be able to accuse more, we hope to introduce this bibcock item, quicken achievement of innovation of science and technology to change, drive solid to bring progress of high quality of group of new-style indication industry. “

The smartphone guides full screen is reached frivolous turn a tide, let TDDI product become the nova of IC of new generation drive. City moves the report of research organization DIGITIMES Research to point out, as think of newly (Synaptics) , Dui Tai, couplet chants the person that reach the industry such as wonderful view to join TDDI market actively, volume of TDDI whole shipment will be expected to attain 500 million scale this year.

The smartphone drives 18: Trend of 9 full screen already establish, screen is occupied than promoting considerably, there is 19 now even: 9 norms appear, the purpose lets mobile phone screen occupy namely than increasing ceaselessly, also hope the mobile phone becomes more frivolous at the same time. Legal person expresses, because IC of drive of past face plate basically uses vitreous Fu any crystalline substanceEnclose(COG) make Cheng, basically be will naked brilliant is hit on vitreous substrate.

relatively the COF that exceeds hasten main trend now is join drive IC in flexibility on circuit board, because this thickness is spent relatively COF is enclosed make Cheng thinner, because this accords with nowadays smartphone,move toward stage by stage more frivolous the tide that turn. Wonderful view is certain this trend, guide TDDI COF makes Cheng in the center, had passed Chinese smartphone at presentBrandAttestation, and will this year second half of the year begins shipment.

Wonderful view expresses, LCD monitor uses COF to enclose TDDI, can offer for high-ranking intelligence mobile phone ultrathin narrow frame design, compared with OLED monitor cost low go up a lot of. TDDI shipment will become wonderful view new camp to harvest source, of TDDI averageSaleMonovalent (ASP) the interest rate that reach hair all IC of drive of prep above tradition, predict to rise from 2018, volume of shipment of wonderful view TDDI increases, in will be being improved, product of IC of small size drive is combined, close to integral battalion reach gain profit generation contribution.

(Industrial and commercial times)

Look into 2018, chinese LCD installation cost occupies this industry whole world to invest scale to still will rise ceaselessly, supplier of equipment of Korea liquid crystal is right face plate of Chinese liquid crystalMakeOf businessPurchaseDepend on degree predict to still will rise ceaselessly.

In the main equipment supplier of SamSung monitor, the income 2017 obtains AP Systems company nearly 1 trillion Han Yuan (add up to 900 million dollar about) new record, among them the income of 90% comes from use at production flexible the laser of OLED face plate comes off (LLO) systematic sale. Semes of additionally two suppliers and SFA Engineering achieve about 2 trillion Han respectively in the income 2017 yuan.

The income of the two suppliers Jusung Engineering of LG Display and DMS is as high as about 270 billion respectively Han Yuan. The income of equipment supplier Avaco and Invenia achieved nearly 180 billion Han yuan, and the sales revenue of Viatron Technologies company exceeds 100 billion Han Yuan.

However, the amalgamative capital expenditure of SamSung monitor and LG Display predicts to will fall 2018 to 13-15 -727379968 Han Yuan, under the 21 trillion Han 2017 yuan, predict to produce the operation to supplier of Korea LCD equipment negative effect.

Because export the scale of LCD equipment to occupied Korea liquid crystal to show equipment 2017 to China,export the 50% above of amount, and this scale is in still will rise probably 2018, because of manufacturer of this China face platePurchaseKorea LCD makes the scale of equipment will show to Korea liquid crystal the business foreground of equipment is crucial.

OFweek indication net