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Samsung hit us $15 billion) OLED advantage; Group a: flexible OLED applications to mass production next year
Time£º2016/8/1 9:48:57

1, samsung hit $15 billion, $NAND, OLED advantage;

Set network news, recently 3 d data and Toshiba pushing into 64 in western part of the NAND Flash, samsung electronics, a cold sweat, to spent 17 million won ($15 billion) research and development of 3 d NAND Flash and OLED, consolidate the current lead.

The Korea herald reported 29, samsung electronics previously hinted that this year research and development costs for 26 million won, slightly more than 25.52 million won in 2015. First half of this year the company in 8.8 million won, means that there are 17.2 million won. Where the money will be used? Jin give direction, samsung executives Lee myung-bak, says because of surging demand, this year will focus on 3 d NAND and OLED panel.

Reportedly Toshiba (Toshiba) first developed in 64 layer 3 d NAND Flash, and has set up a directly. Samsung is first developed 3 d NAND Flash, for now is still the only power of 48 layer 3 d NAND Flash, to prevent the opponent rob, samsung this year will increase more productive line in gyeonggi province South Korea factory.

OLED, samsung electronics is the absolute dominance of small and medium-sized OLED panel, market share near 97%, is expected to hit 10 million won, improve productivity, apple OLED order prepared for the coming year. Samsung plans to put the OLED production, from the current set of 60000 a month, rose to 75000 in a year group. Analysts estimate that samsung will invest 15 million won before the end of next year, the development of OLED.

LG Display bitter chase, announced that it will hit 2 million won, investing in small OLED panel, hope 2018 line starts, to be assigned to the part of apple order.

2, group a: flexible OLED application production next year;

Of the chairman and chief executive officer zhi-chao wang yesterday (29), said the group of the original development of OLED on hard glass substrate, can be mass production. But due to the market to flexible OLED applications, innolux also USES the original treasure and chimei electricity capacity of research and development, can be ready by the end of production technology, recommend to the client, is expected to formally in 2017, commercial production.

Zhi-chao wang answer legal questions yesterday pointed out that the next generation is scheduled for organic light-emitting diodes (OLED) a statue, from all walks of life there is no conclusion, innolux still carefully evaluated. LCD industry for more than 20 years, what would be the next generation display, there are a lot of technology in the vigorous development. In recent years, rapid development of the OLED can, but from all walks of life there are still doubts and cost on the performance of the OLED. Of every technology research and development, also will continue to focus on technology development trend, the invested capital spending will be particularly careful.

On the OLED investment plans, zhi-chao wang, said of the past to receive all the treasure and OLED technology of old and strange beauty, in the hard OLED has the ability to mass production, only the capacity is not big, along with the market trend to the development of flexible OLED, innolux resources, expected by the end of production.

Innolux has, he says, according to customer needs, in the existing OLED production line layout, will first production passive organic light-emitting diodes (PMOLED) panel, the end of the year can complete, for mass production is expected to import in accordance with the customer demand production next year.

Mao-sheng hung group and assistant manager and TV products business group general manager pointed out that in 2016 the high visibility with panel TV, until the end of the market demand for all to see. Mainstream TV panel size bigger, he notes, is pushing up panel size 32 inches since transition to 40 inches above the maximum power, which is the main cause of 40 inch series panel is out of stock now. As for seven generations of samsung will shut down a line, is a secondary factor.

Mao-sheng hung forecasts for large size this season average selling price (ASP), is due to the specific size of TV panel in short supply, driving prices clearly; But more than 65 inches TV panel prices tends to the direction, so for the whole season ASP.

Group of business group general manager and deputy general manager and AII products Yang Zhuxiang, according to season 3 is the traditional peak season of IT, coupled with emerging markets rebound, demand currently available "hot" to describe. He estimates that IT use panel prices rise will fall between 8% to 15% this season.

For TV panel market visibility is very high this year, group of thought, from the third quarter now traditional peak season until the fourth quarter, information electronics, high order products sell better, due to the exchange rate and raw material market change, emerging market demand. Group of a capital expenditure is estimated at $35 billion this year, 8.6 generation line, mainly used in mass production is expected in the fourth quarter. The economic journal,

3, iPhone will become common critical point of OLED screen;

There have been rumours that apple will be used on 2017 iPhone OLED display, IHS believes that market research institutions, the release of this product will be the critical point of the outbreak of OLED, and transforming the mobile display market.

And LTPS (low temperature polycrystalline silicon LCD LCD) compared to a - Si technology, AMOLED display are still not popular. IHS Markit believe, all this will change in 2020, at the appointed time, OLED will become the most popular smartphone screens. Last year, OLED occupies only 20% of the market. And IHS believes that by 2020, in all smart phones sold, 40% are using OLED display.

One of the main influence factors is apple. Folklore has it that, the company is to design the iPhone next year, will be equipped with OLED display, such as speaker, built-in FaceTime camera and components.

Apple will into the OLED market rumors already has great influence on the display panel makers, the panel makers have started investing in OLED, and has already begun laying production line, the hope to win the business in the future.

IHS, also, the agency said, "all signs of" pointed out the next generation of iPhones will promote the development of OLED display panel. Apple is only a product using OLED panel, that is apple's watch.

The IHS senior director David Hsieh said: "when apple start with OLED panel, it will become the OLED in the display panel industry milestone."

Now, all the iPhone is to use the LCD panel, this is because the LED supply is elastic, product life is longer, the visibility is very good and the sun.

And compared with LCD technology, the OLED screen of each pixel to self, do not need backlight, screen can do so much more thin, and a lower power consumption.

Apple watches OLED screen paired with a black user interface, the user interface plays a very important role, let wearable device battery life will hold all day.

Apple's forthcoming iOS system, there is evidence to suggest that there will be a "a dark mode" mode. This means that apple may be the OLED panel for future use iPhone to design a new user interface. Sohu IT

Korea's new iPhone 4, substitution of AMOLED panel factory outshine others;

Apple (Apple) for the next generation of smart mobile phone iPhone, is about to start in 2017 abandoned both TFT - LCD display panel, the substitution of AMOLED display panel. As a result, global related AMOLED display panel makers, began to enter the AMOLED display panel related the development of manufacturing, expect to score of apple's supply chain.

At present the main use of AMOLED panel display terminal products, almost made by businessman. Including: samsung advanced smartphones and tablets, lg electronics flat-panel TV series, as well as the wisdom of the Chinese handset makers - the pearl (OPPO).

Now have the ability to global production AMOLED display panel makers, still only South Korea pair: samsung and lg display monitor two manufacturers. The samsung specializing in small and medium size AMOLED display panel, such as smart phones. LGD specializing in large size AMOLED display panels, such as television sets.

Observe the AMOLED display panel makers schedules, found that the south Korean pair has developed AMOLED panel display technology for a long time, and went into vast resources, samsung investment 5.5 million won in 2016, lg has 4.7 million won.

Due to Apple in 2016 Q2 overall revenue was down about 14.5% from 2015 Q2. Its main products iPhone sales profit was down about 14.9% from 2015 Q2. Therefore, Apple is eager to create a buzz in a new generation of iPhone products, to improve their flagging sales. One of them is the use of AMOLED display panels, seems to have reached the effect.

South Korean pair has foreseen the future of the AMOLED, therefore under the AMOLED panel display technology to hit the heavy book, for the rest of the industry manufacturers, such as Taiwan, has formed a difficult to beyond the walls of the wall. Commercial times