Since the release of the iPhone X mobile phone, the OLED screen has become the new favorite of the mobile phone market, and the full-screen mobile phone will explode next year. A number of listed companies are actively promoting the mass production of OLED panels. However, some insiders also reminded that it is necessary to guard against overheating of industrial investment.
Enterprises compete to lay out OLED field
BOE recently accepted an institutional survey and said that the 6th generation flexible AMOLED production line in Chengdu, Sichuan, was put into operation in May and will be mass-produced this month. The 6th generation flexible AMOLED production line in Mianyang, Sichuan has started construction. The total investment of the two production lines is 46.5 billion yuan, and the design capacity is 48K/month. As these two flexible AMOLED production lines are put into production, it will be able to establish the company's leading position in the flexible AMOLED field, which will enable the company to provide high-quality flexible AMOELD screens for global brand manufacturers.
In addition to BOE, Huaxing Optoelectronics is also actively promoting the mass production of OLED panels. There are also many small and medium-sized panel companies such as Hehui Optoelectronics and Rouyu Technology, which are expected to produce OLED panels in China. OLED panels will be scaled up and compete with Samsung in terms of capacity. By then, Chinese mobile phone brands will receive more domestic OLED panel supply.
According to media reports, Peng Xuhui, vice president of Tianma Microelectronics Group, introduced at the 2017 International Display Industry Summit Forum that Tianma Shanghai 5.5 generation AMOLED production line has been mass-produced for two years. Wuhan's 6th generation AMOLED production line has been successfully lighted and will be built into the world's most advanced green smart factory.
The former soy milk tycoon Black Cattle Foods began to transform into the display industry after completing the “de-foodization†last year. It is understood that Black Bull Food has raised 15 billion yuan to invest in the construction of the 5.5th and 6th generation OLED projects. The project has been approved by the China Securities Regulatory Commission. The construction of the 6th generation OLED project in Hebei Gu'an has been capped. It is expected to be in the second half of 2018. Enter mass production.
According to the data of Qunzhi Consulting, it is predicted that the global OLED panel shipments this year will be 470 million pieces, of which the proportion of flexibility is about 30%, the total scale is expected to be 150 million pieces, and the growth rate is about 177%. The flexible permeability has increased from 13% to 30%.
Li Yaqin, deputy general manager of Qunzhi Consulting, said, “The shipments of mainland panel manufacturers are expected to reach nearly 9 million units this year, which is a significant increase compared with 2.5 million units last year. Currently, mainland OLED production capacity is very limited, but the future Nearly ten production lines are about to be put into production, and such investment scale will bring leap-forward growth."
Qiu Yubin, an analyst at Jibang Consulting, believes that "on a small-size OLED, Samsung is still a standout. It takes at least two to three years for mainland manufacturers to catch up with Samsung."
The industry reminds that it is necessary to prevent industrial investment from overheating
In addition to the layout of the OLED field, major manufacturers are also actively promoting the mass production of high-generation panels. A research report by Shanghai Securities at the end of September showed that the high-generation panel lines have been landing one after another, and the peak of equipment purchase is coming. According to statistics, there are currently 9 high-generation panel lines for mass production and 7 for construction.
Peng Hongbing, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, pointed out at the 2017 International Display Industry Summit Forum that "there are still some outstanding problems in China's display industry, such as the overheating trend of industrial investment is relatively obvious; the overall industrial innovation capability needs further improvement, many materials and equipment. Still relying on imports, the local industry ecosystem chain system is not complete."
Qiu Yubin said in an interview with reporters, "From a global perspective, because the demand for the entire large-size liquid panel is really slow, if you continue to invest with such heat (whether it is 8.5 in the past or 10.5 generation in the next few years) This has added a lot of doubts about oversupply to this market. If this investment continues, the next two or three years may cause pressure on the lower generation line, and the market must eliminate some backward production capacity. We may It will be seen that the competitive pressure of the lower generation will gradually increase in the next few years."
Qiu Yubin further explained, “Because the yield and cutting rate of the lower generation have basically reached the limit, and the yield of the high generation has room for improvement, it is equal to the competition in the best cost state. When the cost of the high generation is When going down, naturally these low-generation advantages may be less and less."
Due to the lack of key materials and core equipment, the upstream package has become a "short board" for the development of the mainland LCD industry. The related fields such as liquid crystal materials, optical components and basic components necessary for the production of liquid crystal display panels are still in their infancy.
Zhang Hong, an analyst with Qunzhi Consulting, said, “It is true that the mainland shows that the upstream support of the industry is particularly weak in the field of equipment. In fact, this material has been guided and supported by national policies in the past two years. Progress, but still needs to be improved. At present, some of the main materials include advanced technology, mainly in the hands of Japanese and Korean manufacturers."
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Guoxing Optoelectronics: investing in East China production base, laying a solid foundation for sustained capacity growth
The company announced that it intends to sign a letter of intent for strategic cooperation with the Management Committee of Zhejiang Haiyan Economic Development Zone, and plans to invest in the construction of East China Production Base in Haiyan Economic Development Zone of Zhejiang Province.
The company's East China production base has a total investment of RMB 1 billion, mainly for investment in epitaxy, chip and packaging applications. The project is planned to be constructed in three phases, with an additional land area of ​​approximately 124 mu. The company's current production capacity has been relatively saturated, and the new production base has laid a solid foundation for the company's long-term capacity expansion. At the same time, the company's subsidiary, Yaweilang (chip subsidiary), is located in the Haiyan Economic Development Zone in Zhejiang. After the completion of the new industrial base, it will form a chip + package integrated regional support.
Small-pitch LED is still the core logic of the company's main business growth. The industry leader benefits from the small-pitch LED price and price increase: in the market, we benefit from the commercial market volume, we expect the market to grow from 4 billion to 100 in 17-19. Billion. The packaging process is an important factor limiting the expansion of small-pitch capacity. Due to the high requirements for the stability of the lamp bead in the downstream, the leading enterprises enjoy a very high brand premium. The company's 08080606 lamp beads have been launched in the market, and the process barriers are extremely strong. In terms of production capacity, this year, the company's small-pitch capacity doubled (800kk->1600kk), which is one of the core suppliers of small-pitch leading companies such as Liard and Zhouming, and significantly benefited from the expansion of capacity of core customers (such as Chau Ming). The company's small-pitch gross margin is higher than that of traditional products. As the proportion of small-pitch increases, the company's profitability will increase significantly. In the second half of the year, the company's next-distribution capacity will bring the company's revenue and profitability to continue to improve.
Integrated integration promotes speed-up, and emerging products open up long-term growth space: The company attaches importance to upstream and downstream integration of packaging, and the company has upstream chip supply capability (Yaweilang + Guoxing Semiconductor). In the first half of the year, it has substantially reduced losses, and at the same time, it has developed vertical chips with Raysent. Wait for new technology cooperation. The vertical integration process will help the company improve its profitability and competitiveness in the long run. At the application level, the company actively expands new high-growth areas such as ultraviolet, infrared, automotive, and plant lighting. LEDs for automotive lighting are verified by high standards, and it is expected to quickly launch the market and reserve for future high-growth markets.
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