48 billion yuan! Shentianma plans to build AMOLED production line project in Xiamen

2019-08-13 10:27 Source: OFweek Display Network

On the evening of August 12, Shenzhen Stock Exchange listed company Shentianma A (Tianma Microelectronics) announced last night that it plans to build the 6th generation flexible AMOLED (Active Matrix Organic Light Emitting Diode) production line project in Xiamen. According to the disclosure, the total investment of the project will not exceed 48 billion yuan.

Specifically, the 6th generation flexible AMOLED production line is expected to have a construction period of 30 months, with a substrate size of 1500 mm x 1850 mm, and a design capacity of 48,000 flexible display substrates per month. Xiamen Municipal Government has promised that in order to enhance the competitiveness of joint venture project companies and build leading enterprises in the industry, the municipal government will give preferential policy support and government services to joint venture project companies.

Production of the 6th Generation Flexible AMOLED Production Line in Mianyang, Dongfang, Beijing

2019-07-16 09:18 Source: OFweek Display Network

On July 15, BOE (Beijing Oriental) Mianyang 6th generation flexible AMOLED production line produced goods, which is another important milestone in the field of flexible display after Chengdu 6th generation flexible AMOLED production line.

Beijing Oriental Mianyang 6th generation flexible AMOLED production line is the world's leading touch integrated flexible display production line. By adopting touch integrated solution, it can better reduce the module thickness and make the flexible display screen thinner. At the same time, Beijing Oriental applies mature evaporation plating technology and flexible packaging technology to Mianyang flexible production line, bringing high-quality flexible display products such as full-screen mobile phones, folding mobile phones, folding notebooks and so on to global users.

CAGR will exceed 59% of the production capacity of small and medium-sized AMOLED panels in China in 2018-2022.

2019-02-22 09:20 Source: OFweek Display Network

Summary of Global Display Panel Market in the First Half of 2019

2010-08-02 10:51 Source: Group Intelligence Counseling

Display panel shipment volume and area declined

After a slight year-on-year decline in display panel shipments in the first quarter, the second quarter still maintained a downward trend. According to Sigmaintell statistics, first quarter shipments fell 2.5% year-on-year, and second quarter shipments fell 6.4%. Overall, the global total output of display panel was 69.383 million pieces, down 4.4% year-on-year, and the area of shipment was down 0.7% year-on-year. The overall performance of display panel market was lower than expected. According to Sigmaintell, the main reasons for the weak demand for spare parts in the whole machine market are as follows:

1. Decreased overall purchasing power due to global economic uncertainty;

2. The whole machine manufacturer is committed to digesting inventory. In the first quarter of 2019, the stock of goods in North America was still high and the pulling force was not enough due to the effect of early hoarding brought by Sino-US trade war in 2018. In addition, the downturn of B2B market in the Asia-Pacific region, mainly in the Chinese market, also led to insufficient shipment strength.

3.In May, the intensification of Sino-US trade frictions caused the brand to shift its strategic focus to the planning and layout of agent plants, and the product delivery strategy and promotion strategy were conservative.

BOE Shipment Quantity No. 1 LGD Shipment Area No. 1

In the first half of the year, the overall structure of display panel shippers was stable. BOE shipments remained the first, LGD was the second, Taiwanese enterprises Daqun was the third and fourth, SDC was the fifth, and CEC Panda and CSOT were the last. From the area of shipment, LGD ranks first over BOE.

2018-2023年全球医疗显示供应链研究

2019-06-21 14:11 来源：群智咨询

Sigmaintell published the Global Supply Chain Research Report of Medical Display for 2018-2023. Through this study, the main applications of display in medical device industry are monitor, defibrillator, anesthesia machine, ultrasound, medical diagnostic display, etc.

According to Sigmaintell statistics, the global demand for TFT-LCD display screens in the medical device industry in 2018 is about 2.6 million, an increase of about 9.4% over the same period last year, and it will still maintain a good growth momentum in the future.

Vehicle Display Market Potential Accelerated Layout of Beijing Oriental/Visino/Shentianma/JDI and Other Enterprises

2019-04-17 07:10 Source: OFweek Display Network

In 2018, due to the impact of trade protection and economic downturn, the global vehicle market sales scale showed a downward trend. According to the data of the China Automobile Association, in 2018, China's automobile sales in mainland China were 28081,000, down 2.8% from the same period last year, making it the first time in 28 years that China's automobile sales in mainland China showed negative growth.

In the overall downward situation of the car market, on-board display shipments are also affected to a certain extent. According to the data of the Group Intelligence Consultation Survey, the total shipment of on-board display panels in 2018 was about 160 million pieces (excluding rear-loading), an increase of about 6% over the same period last year. Vehicle display panels are expected to ship 170 million pieces in 2019, an increase of about 5% over the same period last year, and the growth rate will continue to decline.

Judging from the global ranking of vehicle panel shipments in 2018, JDI still dominates, increasing by about 5% year-on-year. LGD's sales jumped to the second place in the third and fourth quarter as car-mounted display sales rose. The third to the sixth AUO, Shentianma, Qunchuang and so on, of which Shentianma has the highest growth rate, about 26% year-on-year growth.

Global ranking of vehicle panel shipments in 2018

Although the growth rate of on-board display has slowed down, its huge market potential has become an important application area for many panel manufacturers to compete. JDI, LGD, Beijing Oriental, Tianma, Qunchuang, Youda and other panel manufacturers have layout one after another.