Keywords: samsung, liquid crystal display (LCD), to suspend production
1. A liquid crystal display suppliers, samsung shenzhen suspected capital chain rupture; 2. TrendForce: TV panels to 8 k from generation to generation, factory take the lead in mass production; 3. Corning extension glass product line Emphasize protection technology licensing only; 4. Lianchuang zhi-chao wang: panel boom over the past 20 years the hottest; 5. The global leading corning glass bullish sentiment in the second half of the panel
1. A liquid crystal display suppliers, samsung shenzhen suspected capital chain rupture;
Does every reporter wu instantaneous
In shenzhen in early August and a liquid crystal display module after the collapse of joint production enterprises, on August 25, and a liquid crystal display enterprises in shenzhen - shenzhen eddy electronic technology co., LTD. (hereinafter referred to as Edith) announced the shutdown. It is reported that samsung is one of the company, its main customers.
"Daily economic news" reporter learned from a number of Addis employees, Addis has default employee months salary, employees on August 19, are still in production. For industry and commerce at the same time, the data show that after Eddie had many times its own equipment for mortgages, suspected money appear rupture.
Money problems have plagued
Eddy, very low levels of public information, business information, according to the company registered capital of $28.8 million, is Taiwan legal person owned enterprise.
Recruitment website and open information, according to Addis is the main business scope of LCD (liquid crystal display), LCM (LCD module) and FPCB SMT, is an enterprise mainly products export of science and technology, at present, the company equipment and manufacturing technology in the international industry in a leading position, its production technology level are main customer samsung electronics, Motorola and Nokia identification recognition.
"Daily economic news" reporter learned from a number of Addis employees, for the company to the point where they have long prepared in my heart, beginning in June this year the company has not sent out the employee wages, but did not have the corresponding orders and production, they also have normal work in company, even in the middle of August 19 when still in production.
For production shutdown, a number of staff have said. However, in ping shan district chamber of commerce and industry in September 2015, according to an article published eddy shut down suspected related to capital turnover, and related business conditions have deteriorated for quite some time.
In September 2015, ping shan district party working committee, management committee, deputy director of the research team Addis wei-hua lei rate. Edith, Kim hui chol revealed at that time, the head of the company is currently in South Korea in the same industry in a leading position, and many famous companies such as samsung electronics, Beijing Oriental have long-term cooperative relations.
But "due to the recent macroeconomic situation, the influence of the electronic information industry benefits the overall decline, enterprise appeared in the first half of the financing difficulties, but through the adjustment of product structure, eliminate backward production capacity, strengthening internal management, and other measures to promote the improvement of the production and operation situation, make the enterprise survive the tough times." Kim hui chol hopes to further strengthen enterprise support ping shan district, create better development environment for the enterprise.
Eddy, another case in point is the capital chain problems, Edith had earlier times will be mortgage factory equipment. Data shows, for industry and commerce on May 14, 2014 to November 14, 2014, Edith will automatic solder paste printer, dozens of sets of equipment for the price of 2 million yuan, a mortgage for the Korea development bank guangzhou branch; On July 18, 2016 to August 30, 2016, eddy with 1.94 million yuan price, will be a polaroid attach machine mortgaged to the dongguan ChengHong antistatic products co., LTD.
Strive to September 5 hair over unpaid wages
Currently, Edith staff is being dealt with resignation certificate, to obtain compensation and back to the default of salary. "Daily economic news" reporter from Addis see on a resignation certificate issued for the employees, the employees "3 position where the company in 2015, to indicate the production department staff positions, on August 20, 2016 and the company completed the related formalities of departure, the automatic end the labor contract between the relationship with the company (not I intend to ending)".
On August 24, Edith admit default employee wages. On the day of the announcement released due to company's operating difficulties, the staff 2016 July 6 and a half months, 8 month without issue. Eddie's plan to deal with as soon as possible the company equipment and recover the payment for goods to employee wages.
Eddie said, since August 20, 2016 didn't arrange production, before no paid staff wages, companies are no longer arrange production; Before the announcement no sure time to organize production, employees can arrange first new obtain employment may recommend a factory (company).
For a matter of time before issuing employee wages, Eddie, said the company together with the representatives of employees, as soon as possible processing equipment company issued employee wages and economic compensation, strive to in September 5, 2016 will be unpaid wages and subsidies are paid.
Notice, Eddie said will push back to customer payment as soon as possible: on August 25, abundant light plan payment of 450000 yuan, 1 million yuan, the boe on September 5, boe will plan the payment 2.3 million yuan; After the loan proceeds, will be the first for issuing of staff salary and compensation.
In a notice published in Addis, however, did not have to be shut down, "according to the current actual situation of the company to organize production will take time. Since August 25, 2016, the company retains a small number of employees to work; leave value staff responsible for the company's fixed assets security part, processing equipment, organization to resume production."
"Daily economic news" reporter to contact eddy, understand relevant situation trying to find its head, but his staff, on grounds of inconvenient, hangs up the phone.
Reporter noticed that the pearl river delta region of the liquid crystal display production enterprises in recent years, often in Addis is not alone. In 2015, have business cooperation with samsung group also dongguan puguang liquid crystal display co., LTD. (hereinafter referred to as the dongguan puguang) for orders and production, thus caused wide attention of the outside world. However, at that time, samsung group relevant personage says, dongguan puguang production system of its own reason, has nothing to do with samsung.
"Quark" analysis said: "more than samsung's LCD supplier has had closed, at the same time, the new OLED underway came flooding back to replace LCD. At the same time multiple institutions, enterprises don't think traditional LCD LCD factory such as transformation and upgrading, shuffling is very normal things."
"As a whole, because the environment is bad, the industry is in a recession." IHS "research director zhang bing thinks," will produce a liquid crystal display industry closures, basically is to see evolution. At the time of industry downturn, there must be some enterprises will be eliminated, competitive can survive."
At present for the entire LCD industry is not optimistic. On the one hand, in terms of small size such as mobile phone screen, apple may use OLED screens next year, is expected to drive the whole display industry shift to OLED screen; In terms of large size TV, a south Korean company LG is also promoting global OLED.
2. TrendForce: TV panels to 8 k from generation to generation, factory take the lead in mass production;
Set network news,. 23, 2016, although this year's European championship and issues the Rio Olympics and other large-scale sports events, the global LCD TV shipments still no significant rise, growth has been slowing demand saturation. TrendForce dramexchange photoelectric research brand WitsView, according to new research due to the factory 8 k TV panel use scoop brand customers, Korea factory with China panel factory also close behind, that makes the market focus has been a long time of 8 k electric is expected in the second half of the formal production, looking forward to create a new topic for the market.
WitsView, said the rich resources of mainland China panel factory carry Expansion has aggressively, Taiwan factory is only the first step to launch a new product to have the opportunity to maintain technical lead, as the development course of 4 k TV panel, 8 k TV panel is currently in Taiwan factory development steps quickly. Group of a 65 - inch 8 k panel has successfully pushed to the international brand companies, au 65 inch 8 k panel also plans in the fourth quarter, a rare Touch of the Taiwan will be able to see the two carmakers displaying 8 k panel. In addition, Korea's factory, the Chinese mainland panel factory 8 k TV panel development nor fall after people, Korean factory is expected to 98 inch surface was launched at the end of 2016 and 65 - inch flat 8 k panel, and mainland China's largest panel plant of Beijing east is active layout, plan 65 inch size (including) above 8 k TV panel to grab the market.
Play 8 k content perfect or not is the key to demand growth
Most IC design company at present is the lack of support for 8 k panel native SOC chip (system), only in the existing 4 k with SOC, match the other MEMC will transmit the signal of ascending to a level 8 k mode as a case. WitsView further pointed out that the 8 k broadcast content can keep up with the hardware development steps is 8 k key to television. In Tokyo, Japan in order to meet the 2020 Olympic Games, has been on a trial basis in NHK television system of 8 k program, in addition the rest of the world does not seem to be the contents of the corresponding signal and broadcast, so 8 k panel can be panel factory sprint, revenue and to capacity of the new main force remains to be further observed.
3. Corning extension glass product line Emphasize protection technology licensing only;
In July this year announced the fifth generation of Gorilla Gorilla glass 5, and the first application after samsung Galaxy Note 7, corning touch panel in the Taiwan exhibition further illustrate this fortified glass details, at the same time also revealed that the future will be larger, thinner, higher efficiency, and more product development direction, such as glass, hard and believe in television, mobile phones and other products continues to grow, at the same time in the emerging field, such as networking, Internet of things will further drive the glass product evolution.
Samsung shenzhen one LCD suppliers 1
According to the statistical data, corning that under the current TV, mobile phones and other products continues to grow, even in the face PC product demand decline phenomenon, the market demand for glass components use continues to grow, so the future will be larger, thinner, higher efficiency, and development direction, such as more hard glass products.
At the same time, in the emerging field continues to develop, such as networking, Internet of corning in the previously introduced all kinds of Glass products, such as "printing" on the high resolution image of the Vibrant Gorilla Glass, or corresponding to television, large size display panel high brightness of Iris Glass, as well as the corresponding OLED display panel Lotus NXT Glass, the characteristic of high brightness even suggest additional can fight corrupt, automatic cleaning the surface of Glass technology, and will use the touch screen for car networking, head-up display demand create appropriate Glass products, etc.
And the future will also for semiconductor applications keep expanding technology, for example, the previously introduced optical fiber line accessories, or cooperate with production auxiliary glass products as conductor, as well as with the glass substrate deformation heat bilges cold shrink characteristics corresponding to the electronic parts, and even can use glass insulation characteristics effectively block mobile communications, in addition to avoid unnecessary signal electron scattering, at the same time also can reduce unnecessary loss of power.
Corning only to provide accessories business licensing production of protection
As to against this year just launched Gorilla 5, corning said in addition to applications in the samsung Galaxy Note 7, the future will have application in more new phones, laptops and other products, at the same time also emphasized than previous application on the iPhone 6, the iPhone 6 s model of the Gorilla 4 series, used in Galaxy Note 7 Gorilla may take more curved radian, so the corning also emphasis on design, the production is really spent a lot of effort to achieve the ideal effect.
In addition, in view of the present commercial protection most flaunt corning, corning has a clarification, emphasized the current itself will not launch Glass protection product, is only to be equivalent to a Gorilla 2 level technology to use accessories manufacturers, at the same time also won't put accessories in the protection of any corning related authorized identification.
For future product development part, corning emphasizes does not exclude the Gorilla Glass technology can be applied to other products. The economic journal,
4. Lianchuang zhi-chao wang: panel boom over the past 20 years the hottest;
Panel two tigers yesterday (24) synchronous bullish sentiment, expectations orders for maximum visibility at least by the end of the year.
Au chairman peng said that this year with profit as the goal, bullish sentiment heat to the first half of next year; Group chairman zhi-chao wang more optimistic, "I think it is the hottest time in 20 years", in the second half performance will be better than the first half, and will have gone up every quarter.
2016 flat-panel display and a touch of exhibition yesterday, two tigers are the latest exhibition display products, market focus on good afternoon.
Zhi-chao wang, now out of stock situation is more severe than expected, is he entered the panel industry over the past 20 years, an unprecedented situation.
Zhi-chao wang analysis, South Korea and Japan panel factory shut down part of the production line, coupled with poor mainland panel plant yield, new capacity cohesion, at the same time, the large size TV sell very well this year, making the average size of large size panel, suddenly increases to 1.5 to 2 inch, cause the panel area of consumption, production capacity therefore in short supply.
Zhi-chao wang said that this year is out of stock situation never seen, medium size all size are out of stock, but also out of stock situation, worse than his previous estimates. Group of the order by the end of this year is no problem, operation is absolutely better than the second quarter, third quarter 4 season will be better than that of the third quarter.
Peng said, it seems the order by the end of the visibility are healthy, large, medium and small size fully out of stock, this is also one of the best times since 2007.
Peng, 2007 grand is "money can't buy panel". For auo can profit this year is the year, peng stressed that the value of the enterprise is to make money, full-year earnings, of course, is the goal we (au).
Peng said, "a inevitable with three accidentally", led to the current panel market activity. The "inevitable" is that the panel prices since the second half of 2015 to the first three months of this year, fell as much as 30% to 40%, brand factory to reduce inventory, don't buy panel, panel factory also to reduce inventories, production panel less as far as possible, but the same price, buy 32 inch before, now can buy 50 inches, what is really broke out, demand very well.
"Three accident", it is earlier this year, 206 south Taiwan earthquake, earthquake shock group and caijing panel factory supply, combined with samsung new process transformation and led to the decrease of the capacity utilization has been, also follow to reduce supply. On the other hand, is to samsung to shut down seven generations factory at the end of the year, and to reduce 4% of the world's panel supply, this "three accident", is also led to demand good factors. The economic journal,
Shenzhen a samsung LCD suppliers. 2
5. The global leading corning glass bullish sentiment in the second half of the panel
Leading worldwide glass Corning (open) watch the second half of 2016 panel industry booming, mainly LCD TV, smart phone, and the area of the public display products such as demand continues to grow, and boost the demand for glass, raising the base board of depreciation, also ease many than the first half.
Corning today in Taipei Taiwan wisdom display and a touch of the exhibition, the exhibition corning glass technology innovation. Including the use of the latest Gorilla Glass on the iPhone 5, it is a fall broke new heights, and at the same time maintain the transmission of light, a touch sensitivity and resistance to damage leading to protect the Glass.
To solve the problem of primary problem of consumers on mobile devices, a new design of protection glass, the daily fall for the mobile device provides the protection ability of the more prominent. Strict laboratory test results show that the Gorilla 5 drops on the rough surface is still intact, its performance is superior to competing goods up to four times higher than Glass.
Taiwan, general manager of corning Ceng Chongkai, said the wisdom of the display and touch the exhibition in 2016, will be on display technologies, changing to meet customer needs and comply with industry trends. Corning used in glass, ceramics science and melt process expertise, continue to provide cutting-edge innovation of glass products for display industry.
Ceng Chongkai said, affected by main regional rapid decline of the retail price of TV, TV sets is a rapidly growing number of recovery, with TV size enlarge unceasingly, from 2014 to 2016 television glass compound annual growth rate of 11%, is one of the largest product growth rate.
As for smartphones and public display glass, in the 2014-2016 annual compound growth rate of 6%, also is the second largest glass products, strong growth, he argues, the main panel factory that in the second half of 2016, a booming panel plant grain rate of comprehensive recovery, to improve glass shipment, there will be a positive help, glass price declines will slow.
