Japanese scientists are developing can use scissors display panel; 2. The FPD panel supply shortages could last into the second half of 2018; 3. The trend and development of quantum dots panel technology; 4. JDI actively take off apple, storm automotive panel revenue increased competition to 3 times; 5.2017 large size panel production capacity increased only 1% tight state across until next year; 6. OLED stocks broke out, the Universal Display, high Coherent innovation

1. Japanese scientists are developing can use scissors display panel;

Want a piece of special shape display panel? The future possible as long as your own cutting. Japan's national material, material research institute (NIMS) has developed a deflection, and can be cut into any shape of the machine/metal composite polymer, cut electricity after a few seconds, it can adjust itself to conform to the new shape, and when power off, it also can maintain the last show of information, as well as electronic paper.

Currently developed prototype can only display monochrome, the area is not large also, but the possibility of its future is obvious. Except for equipment to add more dressing personality can also be simple for car, such as built-in change color. Though and that this kind of "breakthrough", the panel to the commercialization and god knows how many years, but at least we know that there is a possibility. engadget

2. The FPD panel supply shortages could last into the second half of 2018;

Global market into the second half of 2016, flat panel display of supply and demand situation is increasingly tightens, I'm afraid the panel market in short supply situation will worsen in 2017...

Supply exceeds demand by 20%, this is the most dramatically since early 2012 the excess supply of; Although the market rapidly in the second quarter to self-regulation, surprisingly, into the second half of 2016, the supply and demand situation is increasingly tight, I'm afraid the FPD market face plate supply shortage situation will worsen in 2017.

IHS Markit, points out that in late 2015 and early 2016, the panel prices falling fast prompt consumers to buy a large screen television; In the meantime, laptops and display demand starts to stabilise. Finally, because the manufacturers in some factories to enable new process is more complex, and most importantly, shut down a number of inefficient production line, this leads to a limited capacity to grow.

IHS Markit senior director Charles Annis, said: "South Korea panel makers in closing the old LCD production lines (including Gen 5 even Gen 7 factories) especially. At the end of this year is expected to logoff Gen 7 factories of South Korea, the large size panel production accounted for nearly 4%. This will be the FPD manufacturing factories shut down in the history of the largest panel."

The root According to the latest report IHS Markit, large-screen FPD application requirements in is expected to grow 5% a year between 2016 and 2018 ~ 6%; However, large size panel production capacity will only increase by 1% in 2017, is expected to expand 5% in 2018. By the second half of 2018, as China will have more capacity, including the world's first Gen 10.5 factory, the market is expected to be again a loosening.

Annis, said: "in the past, the market has been through the FPD reduce plant utilization and delay capacity expansion plan to implement the self-adjusting, with China's rise in FPD manufacturing, these strategies in 2016 looks unlikely. This situation forces in other parts of the manufacturer with unprecedented accident rate for its current production facility rationalization way." eettaiwan

3. The trend and development of quantum dots panel technology;

LCD technology development co., in order not to let AMOLED panel technology continues to advance, more and more companies choose in high order products import quantum dots technology solutions, through a quantum dot technology and features of the new LCD panel in performance, even in the Apple company has obtained several patents for quantum dots technology, technical plan for the future development is more let quantum dot panel market expectations.

Depending on the LCD screen of the technical architecture, design has been is the key to the LCD backlight design, good effect of backlit with back light spectrum substantially around a LCD screen imaging quality level! And the most common cost advantage of the liquid crystal screen with high brightness blue leds, collocation, encapsulation materials add fluorescent powder way to get close to white light backlighting, actually this kind of practice although have low cost efficiency, but also because of the lack of true red light/green light mix of light source for panel color ability is limited, therefore, as for the novel Quantum dots, Quantum Dot) panel is the biggest benefit of science and technology based on the blue backlit precision red/green backlighting requirement transformation, then extending LCD panel color ability.

Science and technology through the material to improve nanotechnology make optical material characteristics more prominent

Observation on quantum dot panel technology, in general the length, width and height limit under 100 nm material can achieve quantum dots or nanometer particles, and the majority of industry would be keen to development of nanometer materials is the key, because such as under the condition of one dimension of quantum well below 100 nm (or nanometer film), a two-dimensional condition under 100 nm can be referred to as the nanowires, because its material unit size small, so the phase to the surface area of the appear larger percentage more raw material design also many, because the area is relatively large, the characteristic speed or performance more prominent, the characteristics of material itself can also gain greatly optimized.

If base on this material will be made into quantum dot size, because the electronic vulnerable, in turn, can change order, and voices in electron and hole process with the intensity of light energy, confirmed by the experiment will be proportional to large size of quantum dots is currently affecting its performance characteristics, that is to say, if you want to control quantum dots of light energy intensity, as long as the production of specific quantum dot material can control the size of the wavelength corresponding to the amount of light emitted at a physical effect. When quantum dots, in short, the bigger the diameter of material excitation light wavelength is close to slant red; When quantum dot diameter is smaller, the smaller the material excitation wavelength, blue light material can be obtained, we can say that through material control different diameter of quantum dot design, ideally, can even on material manufacture effect of continuous spectrum close to natural light.

Quantum dots technology advantages but still production have more technology, the cost is to break through the bottleneck Even if quantum dots can master, should be issued by the effect of natural light can make a backlight module, but in fact manufacturing is very difficult to achieve quantum dot semiconductor material in fact, at present mostly adopts the cadmium selenide (CdSe), oxygen zinc (ZnO) with blue LED light on the quantum dot material, in turn, red/green light effects, related process optimization and cost optimization still needs more resources into development. And integration of the quantum dot LCD panel design scheme of material technology, there are a variety of technical solutions, common for quantum dots to replace the blue LED optical packaging materials in the yellow fluorescent powder, materials used On - Chip process quantum dots and blue leds packed together, another is the optics material configuration of tubing, to back light optical pipes for backlighting and quantum dot material after effect of light source, acting On the panel backlight design, and the third is backlit optical material diffusion membrane switch to quantum dots.

Of solution to the existing development of Quantum dots, have at Nanoco,, Nanosys, QD Vision, etc., with the international materials companies that Nanosys has 3 m cooperation and development On the Surface of the backlight diffusion Film optical materials concept products, this is QDEF (Quantum Dot Enhancement qualities) technical plan, the actual product materials because of the Quantum Dot material easily affected by environmental cause QDEF shortened lifespan, so in 3 m technical scheme using the amount of their optical materials coated to protect QDEF contact materials, to extend the service life of QDEF module, and the Quantum dots by Apple evaluation panel technology, is also is given priority to with QDEF scheme. In addition a flat-screen television giant Sony prefers the backlight and panel put quantum dots between optical materials, integrated optimization of backlight quality in On - Edge way, related import quantum dots display also use Triluminos series models of solution to those markets.

Amount of contact materials technology tend to be more practical to become key quantum dot LCD screen LCD product differentiation techniques, as well as related LCD makers and Korean AMOLED technology against the key technology, the LCD panel or TV Sound equipment market, liquid crystal display is highly mature, standardization of components, it is hard to find a design scheme of product differentiation related manufacturers, and recent quantum dots is hot, is available in the panel under the present situation of technology tends to be homogeneity, through backlight under the scheme optimization, highlights the key emphasis on product differentiation.

There are many companies in the consumer electronics import quantum dots wide color gamut of panel display technology, for example, launched in 2013, the Kindle Fire HDX ebook products used by the small screen panel, and Sony Triluminos series LCD TV, are praying before the import quantum dot product wide color gamut technology of LCD panel. Even if the current quantum dots, which can be spread through the switch to a film or change backlit import now Some consumer products LCD applications, but in fact to make quantum dots is wide color gamut technology adopted by the new products in great quantities, there are quite a few technical bottleneck to overcome.

First, the early quantum dots wide color gamut technology in key components containing cadmium problems still exist, because the cadmium can cause environmental pollution problem of waste or recycling derivative products, in the face of global environmental protection consciousness, can also lead to a quantum dot screen technology import has been questioned, the other is the quantum dots is wide color gamut technology key materials to achieve cost is still high, related technical patents in just a few companies, patent authorization or the cost of using patent material can lead to the development of related products is too high, reduce the terminal price competitive products.

Korean companies engaged in materials research and development of Apple with related patents registered with quantum dots wide color gamut showing diffusion membrane scheme of key technology, is expected to be the key components in the future display technology, also attract many key materials industry actively develop related materials, such as South Korea's Samsung, LG, Sangbo, LMS, Hanwha, SKC - Haas company actively develop corresponding material, as long as the input key materials for the quantum dots wide color gamut technology industry increases, through market competition or permission for diffusion membrane with quantum dots technology or related components cheaper, at the appointed time can also quantum dots is wide color gamut technology screen terminal price is more appropriate.

In addition to Korean monitor or material science and technology industry engaged in quantum dots is wide color gamut technology research and development, consumer electronics giant Apple also engaged in quantum dot display technology, especially consumer electronics products related to Apple, the possibility of a laptop, desktop computer integration, Apple favoured quantum dots is the key, compared with the traditional fluorescent materials, the quantum dot technology solutions with a fluorescent lighting, light stability, and the use of a single wavelength of ultraviolet (uv) light source can trigger a variety of material properties, the wavelength of light because the light waves can be repeated by excitation, fluorescent aging durable allowing backlit display application quality improved, let very exquisite display quality Apple related products have the benefit of great import. Such as Apple recently, used in the application to obtain the patent application of Quantum dots have the Quantum dots as strengthening monitor rendering key, the key technology of the patent for the use of edge-lit design blue leds as back Light, again tie-in Guide plate (Light Guide Panel; LGP) with Quantum dots to strengthen membrane (Quantum Dot Enhancement qualities; QDEF) combination, and in QDEF Quantum dots to strengthen Film set in the red Light/green Light Quantum Dot fluorescent powder, LCD screen at the same time, the existing color filter, lighten the membrane (Double Brightness Enhanced Film; DBEF), etc.

Another Apple also wide color gamut technology available for quantum dots backlight source mixing, backlight brightness control, quantum dots display of micro-electro-mechanical control switch design... Technologies such as patent, obtain corresponding quantum dots to be obtained from the recent Apple related patent understanding of its patent layout, shows that Apple is actively studying quantum dot of the integration of technology import the 3 c product possibility, also let the panel, display manufacturers have to attach importance to this wave of quantum dots is wide color gamut technology products. Digitimes

4. JDI actively take off apple, storm automotive panel revenue increased competition to 3 times;

Japanese media reported news 1 issue of the industry, the Japanese small and medium size panel Japan Display Inc (JDI) project in 2017 in Japan bird take factory set up a new automotive panel assembly production line, estimate the investment about 2 billion yen. JDI currently has offices in suzhou, China, Taiwan automobile panel assembly production line, the assembly production line in Taiwan has imported automatic equipment, and has set up a surrender yield higher achievement, and successfully replicate JDI consider Taiwan to Japan, thereby improve the quality and reduce delivery, and then also plans to set up in Europe automotive panel assembly production line.

Reports that smart phone related revenue accounted for JDI over 8 into a whole, while the JDI are structural reform, actively get rid of the dependence on the smart phone (i.e., to get rid of excessive dependence on apple's), to raise the proportion of the intelligent machine panel production, target in 2018 increased to 33% of the total production machine panel will not wisdom, to further improve to 50% in 2021, one of the most core business is the automotive panel.

According to reports, in addition to the original automotive panel polycrystalline silicon products, JDI at present is to strengthen the LTPS panel sales, and have been receiving orders from the days many automakers in the us and Europe, start production LTPS panel, estimates 2016 JDI automotive panel business revenue will increase to 100 billion yen, and by local measures, assembly production line to target the automotive panel in 2021 business revenue scale expansion to 300 billion yen.

JDI released June 21 points out that securities report, 2015 (April 2015 - March 2016) Apple (Apple), amount of revenue contribution to JDI 5313.72 billion yen, from 2014 year soared by 65%; 2015 "apple revenue" JDI overall revenue proportion is as high as 53.7%, break through 5 to mark.

"Apple revenue" JDI overall revenue proportion of only 20.9% during the year of 2012, 2013 annual rose to 31.0%, rose to 41.8% in 2013, and equivalent increase at the rate of increase about 10% in each year.

In addition, 2014 huawei revenue contribution to JDI amount is zero, but when 2015 year surged to $1185.31... billion yen, which accounts for 12.0% JDI overall revenue.

Taiwan automotive panel related manufacturers including group (3481), au (2409), chunghwa picture tubes (2475), caijing (6116), hon hai (2317), etc. Earlier media reports, after sharp to hon hai, hon hai's two giant holding group of gen and sharp, will become the world's leading automotive panel. Lean news

5.2017 large size panel production capacity increased only 1% tight state across until next year;

Large size panel in 2017 is still a seller's market, according to IHS Markit, adjustable mechanism, according to the latest findings because South Korea panel factory closed panel production line, especially the production by the end of the G7 production line capacity, share is as high as 4%, shut down the production line of high scale panel industry, in the history of forecasts for 2017 global large size panel capacity small increase only 1%, behind the demand growth 5 ~ 6%, panel tight supply situation will across 2017 years. Commercial times

6. OLED stocks broke out, the Universal Display, high Coherent innovation

Benefit from the global expansion has OLED to upsurge, panel material and technology developers Universal Display price is rising, three days before the earnings release, shares have hit a record high in advance.

Market and apple will be published in next year's iPhone 7 s (temporarily) for the first time to import the OLED technology, make each panel factory layout, hurried to adjust investment and technology far ahead of samsung also not idle, capacity enlargement widens our advantage more.

Universal Display list published on Thursday after U.S. stocks plate, according to a Reuters survey, analysts have estimated revenue will grow 18%, EPS is expected to increase 22%. Universal Display rose 4.21% on Monday, surged 35.6% treatment of annual accumulative total.

Benefit from OLED boom and Coherent equipment manufacturers, the company developed laser equipment for OLED panel factory, also is indispensable. Coherent closed up 0.1% at $107.1 on Monday, the same record closing high, annual cumulative gains as high as 64.49%.