1. Accelerate boe iot layout flexible display device can be mass production next year;

On August 20, phoenix technologies - news, a few days ago, the world exposition 2016 iWorld number in chengdu, indicate (BOE) as a dedicated research and development and production of semiconductor display enterprise, with products in the expo, including car union, wisdom family many innovation systems and solutions, such as ultra-high resolution and large size display, flexible display, virtual reality display products such as innovation.

It is reported, in July this year, Beijing Oriental formal upgrade enterprise positioning, by semiconductor display technology, product and service providers to accelerate the transformation into the Internet of things technology, product and service providers.

Boe, senior vice President of Ms. Cheung believes that both smart phones and personal computers, vehicle-mounted navigation and large domestic television, cannot leave the screen. "Display devices are an essential part of the Internet of things terminal equipment, the crossover transformation of boe layout is based on the technical advantages in the field of show, 'screen' cash in the age of the Internet, as the most powerful interface, and wisdom to the wise system health service extension."

In April this year, Beijing Oriental bought the vehicle display system products of pure electric international co., LTD., to further accelerate the car show business global strategy layout. At present, jingdong can provide whole vehicle display system, advanced driving assistance systems, such as high precision positioning system of whole vehicle electronic system.

It is reported, Beijing Oriental is to speed up the AMOLED, flexible display, etc. The development of new display device.

In July, 6th generation boe AMOLED production line main workshop caps, is expected to begin in 2017. Boe has thus become after samsung, the world second master flexible display technology and have the ability to achieve production enterprises.

What is a flexible display? The flexible display is refers to the use of flexible substrate manufacturing into ultrathin, super light, flexible display technology of the product. In the future, through the development of the flexible display technology, mobile phones can wear on your wrist, tablets can be folded into a small book into the pockets, television can be rolled up like a picture scroll, e-book reader can be rolled into a cylinder shape like a newspaper.

At present, has launched a series of flexible display boe products: sets of flexible and transparent display in one of a 9.55 -inch AMOLED display, flexible transparent when bending radius 10 mm can still normal use flexible 4.8 -inch AMOLED wearable armband, bending radius is only 5 mm 4.35 -inch flexible AMOLED flexible folding screen, 4.35 -inch AMOLED armband, 5.5 -inch FHD flexible AMOLED display, etc.

Ms. Cheung said that the future of boe OLED flexible development strategy is the focus, focus on small and medium size products, will also be full layout smart new applications such as apparel, automotive market and new technology fields such as VR, trying to get consumers to use more convenient and science and technology at an early date of rocks is very flexible display products.

2. The LCD panel to usher in a new round of price increases terminal manufacturers worse;

Recently, color TV makers have unveiled a first-half results, the "profit" has become each big color TV enterprises in keywords. Since this year, price competition is increasingly fierce, the volume of trade for the price as low as "freezing point", the profitability has formed a huge challenge. In the industry, however, also at the time of color TV price war worried, LCD panel and usher in a new round of price increases, the terminal manufacturers. .

How to break through the dilemma, find the breach of the revenue increase? Volume of bosses have been pointed out that only from the price war mire, and the layout of higher value-added color TV technology and products, is the best way to make a breakthrough.

Gross margin increase But the decline in operating income group

As of August 12, the most mainstream TV makers have posted the report first-half results, several glad several sorrow.

Among them, TCL multimedia 1 ~ 6 month revenue of 14.23 billion Hong Kong dollars, fell 7.6% year on year, margin slightly decreased 1.3% from the same period a year earlier, gross profit margin rose to 17.4% from 16.3% during the same period last year; Sichuan changhong company overall realize the profit, operating income growth of 9.78%, year-on-year net profit surged by about 342%, but in specific color TV business, revenue fell 20.51% from the previous year, the gross margin increased by 4.87% over the previous year; Hisense electric net profit of 741 million yuan, up 18.53% from a year earlier, in specific color TV business, television gross margin of 18.03%, an increase of 1.79% over the previous year, operating income decrease by 7.66% over the previous year; In addition, continuous loss of konka issued a warning that, in the first half net profit attributable to shareholders of listed companies of 5 million yuan to 20 million yuan, the loss of nearly 300 million yuan, and the same period last year compared to the same profitability.

As can be seen from the above results data, while the company overall situation it looks good, but its color TV business do behave badly, especially color TV collective showed a trend of decline in revenue. In fact, it have close relationship with in the first half of the color TV set in the decline of the average price. According to yi kang in the statistics, in the first half of 2016 China's color TV market retail sales 24.7 million, up 5.9%; Retail sales of 71.9 billion yuan, fell 10.5% year on year; Color TV online market average price fell 17.0% year-on-year, offline market fell 9.7% year on year, become in recent years, electricity price is the lowest.

Yi kang in black electric research center general manager Peng Xiandong analysis on "China electronics news" reporter said, because of the price fell sharply in the first half of the panel, and Internet companies at a low price Just cause a downturn of the color TV set average price, it is also a color TV manufacturers of the main causes of turnover decreased. In this several color TV manufacturers, hisense's profit level has been good, but in the first half of hisense's revenue cycle is compared with the same period last year dropped, explain its impact on the overall market situation is not good.

This year, he argues, is most likely color TV sales continued to decline, and profits are rising, and this situation will continue in the second half.

Panel prices to surge again Terminal manufacturers face challenges

Color TV the whole machine prices affected by supply chain end especially panel end price change is very big, in the volume of concern for operating income to reduce, the upper panel industry and spread the news of a new round of price increases. IHS, according to data from August TV panel prices to surge again, every TV panel size rose by an average of about $8 to 10, the highest conversion to rise about 15%, including 32 inches panel rose to $70.

IHS display research managing director David hsieh, samsung display (SD) will shut down seven generations of a panel production line, lead to 40 inches to 43 inches panel is out of stock, and our country Taiwan group and friends can have full load reaches producing, still can't supply enough quantity for samsung next year. In addition, the 55 inch 4 k of SD panel, because it on the thin glass, and driven by multiple color filter with new process, such as causing rate on the low side of the problem has not been well solved. Due to the global integral panel capacity supply continues to decline, will also appear in the first half of 2017 panel supplies tight state.

LCD panel prices, companies will increase the hardware cost, profit margins will be squeezed, again overwhelming pressure of terminal manufacturers will adjust the price. From this perspective, although it's difficult to return to the level of the same period last year, but in the second half of 2016 color TV prices is expected to rebound, this to a certain extent can change color TV manufacturers operating revenue decline.

However, in the group of wisdom consulting ya-qin li, vice general manager of LCD panel prices will bring terminal manufacturers a greater impact. She told the China electronics news reporter, first, because the panel price increases than previous season rose a larger picture, the machine factory's profits are serious dilution. Second, the second line machine factory existing space was further compression. There is a serious shortage of many second line machine and contract because, unable to meet the demand of customer orders. Third, some gains too much product and market segment, their needs will also transfer or decline.

Abandon price manufacturers explore ways to profit

Color TV prices are dip this year, companies face a lot of pressure. On August 9, the ministry of industry and information technology institute of sadie, sponsored by the China electronic newspaper the 7th on the Chinese electrical appliances online peak BBS, the participating experts and manufacturers are put forward, and excessive competition make low color TV prices rising, companies become more difficult to make money, should abandon the inferior part of the Internet brand price competition means, strengthen the "quality + brand" strategy, that is good to the industry development pattern.

Skyworth group (regions) of China marketing headquarters wan-jun cheng electronic Commerce Department director said this year the pressure is very big, but as the second half of the LCD panel prices, as well as the technology continues to upgrade, color TV will repricing, coupled with the consumers for color TV quality requirement enhances unceasingly, manufacturer's profits will be improved.

We note that, although in the first half of the color TV revenues declined, but the gross margin is improved, one of the reasons is the high-end product of improved, make the manufacturer's profit margin, and the high-end strategy will also continue to the second half of the year, become the breach of the manufacturer's profit.

According to reporter understanding, in the first half of 2016, hisense ULED LCD TV sales accounted for more than 50 inches, and 15.80% of LCD TV sales, strong support the improvement of sales structure. At the same time, hisense excitation light accounts for more than 85 inches and resemble supersized TV market 30.53% market share; TCL TV through the way of product structure optimization, the 4 k TV sales accounted for 33.9% of than to a group, in June in the surface TV market share up to 30.8%. In addition, skyworth TV sales report in July also points out that sales of smart TV (4 k) than the same period last year increased by 56%, gross margin and average selling price is in the tallest TV products.

Peng Xiandong said, as the 4 k high-definition TV, surface television, as well as the high technical content of OLED TV, quantum dots TV market continues to heat up, color TV manufacturers gross margin is expected to further enhance the second half of the year. OFweek showed net

3. The association for the advancement of photoelectric: South Korea LCD panel giant big retreat;

Photoelectric council pointed out that in the near future from the iPhone, Apple (Apple) for the next generation of smartphones is about to start in 2017 abandoned liquid crystal display panels, substitution of AMOLED display panel. Currently one of the world's energy supply AMOLED panel production factory of Korea, samsung display (SDC) is expected to benefit.

However, compared with AMOLED leading situation, Korea's factory in liquid crystal is facing the challenge of mainland China panel factory, the flux trend is obvious.

Photoelectric council said, "lu factory attacked the LCD market, Korea factory gradually withdraw from the red sea market". In recent years, the global LCD factory, has a large-scale expansion in China, so far, more than 10 above 4.5 and 6 generations of production or construction line of small and medium size display panel factory (LTPS), as well as more than eight quantity during 8.5 generation line large size display panel factory, and continue to the new generation of line 10.5 display panel factory.

Once the Chinese panel factory production, panel prices will inevitably fall, is bound to become a killing of the red sea market price.

South Korea one panel pair of samsung display company, by several years of losses in the LCD market, in the end of 2016, to shut its plant located in seven generations soup well LCD panel line. Don't compete with many factory lu increasingly difficult LCD panel market profit. Samsung's liquid crystal display panel factory has been discontinued or is about to stop factory workshop.

Association for the advancement of photoelectric analysis, samsung next may consider eight generations line profit condition, then turn off the loss of plant to sell equipment, to raise more funds, switched production AMOLED display panel, and developing next generation Flexible AMOLED display panels, got the first in the next generation panel industry. The economic journal,

4. The mainland TV panels Taiwan purchasing increase 10%;

Display industry's annual event "wisdom display and touch exhibition 2016" (24) on Wednesday, with "panel, the queen," said the China video industry association, vice President of Bai Weimin color TV sets will once again led the mainland companies to purchase, purchase quantity and amount is expected to 5% to 10% higher than last year, will help drive the innolux, auo renew supply chain related to shipment.

Recent panel market recovery, the price rose again and again, from samsung executives previously sources, in order to consolidate the panel to Taiwan to visit panel two tigers to capacity. Bai Weimin last year to purchase amount is 135 billion yuan, buy 28 million partial plate, industry estimates this year purchase quantity and amount will be 5% to 10% higher than last year, also test the domestic panel factory production scheduling ability.

Legal thought, benefit from samsung production, combined with industry into the traditional peak season, the panel industry at this stage is in demand, tight supply situation will continue into next year.

Bai Weimin trip, related supply chain including auo, innolux panel factory, TV, digital chip factory mediatek, driving IC industry group singing, crystal LED module light, electricity supply is expected to rain and dew participation of.

"Wisdom display and touch exhibition 2016" 24 solstice 26, it is understood that Bai Weimin will take advantage of the exhibition period, haier, hisense, such as color TV brands more than mainland factory to purchase panel.

IHS Technology senior research director David hsieh, points out that the mainland TV operators to Taiwan for the second half of the year and next year's panel solid pile, has just come to purchase, the world's largest TV brand samsung thought "panel purchasing quantity is not enough supply", is bound to mainland companies have contributed to that effect.

David hsieh said: "a group of 40, auo 43 inches, main products are two tigers, in addition, 55 and 65 inches is also a good catch, TV brand companies on the mainland to Taiwan purchasing, this certainly will form a strong panel, four blocks helps improve shipments."

Analysts said the panel of supply and demand in the second quarter turn, drive prices higher, season 3 continue to rise, lead to friends, a group of season 2 losses dramatically reduced, the third quarter to profit period, television companies in the attitude of "buy or not to buy up", rob into the panel. The economic journal,

Beijing Oriental flexible display device can be mass production next year; 4

5. Fire automotive panel Mitsuo for

Internet of things (IOT) agitation this car networking (IOV) fever, also to drive the automobile panel shipments increase and specifications, the department of automotive panel is Taiwan mohican panel factory, group of gen (3481) comfortably in a line of depot main suppliers; Au is the central city of the automotive panel, chunghwa picture tubes, this year best automotive panel shipment sprint to 13 million pieces, pull up a profit.

Chunghwa picture tubes leading season 2 panel groups take the lead swung, dividend per share 0.04 yuan, the company general manager Lin Chengchang stressed that after two years of chunghwa picture tubes, vehicle control in the type of niche product revenue accounted for seventy percent of specific impulse consumer products fell to thirty percent, will help to grow steadily. CPT automotive panel shipments last year has reached 12 million pieces, to challenge 13 million goals this year.

Auo deep type niche market in recent years, and among them, the control panel from the city for the fourth quarter last year, in 2016 flat-panel display component product award in this year, to "super 25 inches wide screen surface automotive panel" won excellence award.

Friends said that it USES special cutting (Free - form) and 25 inch ultra wide screen surface design automobile panel, and super large size screen and 1000 r surface design, more in line with car built-in flow line design trends. Equivalent to UHD 4 k of ultra-high resolution (3840 x 720), can provide driving more clear exquisite pictures and complete the information of driving.

Group of automotive panel display products, in the European and American manufacturers original panel, high share. Of deep premium with panel market since 2007, repeated success in recent years in the automotive panel market, grasp the BMW, porsche, jaguar, ford etc. Large.

By the end of 2015, the global automotive panel for display (JDI) by Japan in the champions league, was 17.3%, and the group of gen, sharp respectively by 14.4% and 12.5% of the city, the second, three separation.

With sharp joining hon hai group, hand in hand after the innolux, hon hai group become the world's largest automotive suppliers.

Innolux said that under the car networking industry chain development, automobile has become an important wisdom homes, working outside the field of science and technology, consumers for auto communications, security, navigation, entertainment, the wisdom of the pluralistic demand, drive the car display in the central information display (CID), instrument panel, head-up display (HUD), rear view mirror monitor and rear seat entertainment (RSE) monitor application of sharp growth.