Japan and Korea to break the high-end mobile phone screen monopoly Chinese manufacturers seek technical breakthrough

China is the world's largest mobile phone manufacturing base, but the high resolution of mobile phone screen still largely by Japan, South Korea, China Taiwan manufacturers monopoly. Huaxing photoelectric, Jindongfang, deep Tianma, and other Chinese manufacturers, are trying to conquer this "Highland."

China star photoelectric Three in Wuhan yesterday, it is the world's fourth, the first domestic 6-generation LTPs (low-temperature polycrystalline silicon) LCD panel line. Li, chairman of TCL Group, told the first financial daily that it was expected to break the monopoly on high-end mobile phone screens in foreign companies.

LTPs is an essential technology for producing high-resolution mobile screens, and LTPS technology is also used in the AMOLED production segment. However, the current domestic LTPs line has not started large-scale production of high-resolution mobile phone screen.

"Small and medium size to become the fastest growing market, high quality, energy saving, resolution of more than 400PPI of small and medium-sized panel demand growth quickly, will become the mainstream products, but the Chinese mainland is currently inadequate investment, weak technology." At present, the domestic high-end small and medium size panel, especially LTPS panel production line construction is very urgent. China must achieve technological breakthroughs, capacity breakthroughs, and constantly chasing, will shorten the gap. "said Ouyang Zhongcan, academician of the Chinese Academy of Sciences.

High-end mobile phone screen has great potential

Global panel industry has been cyclical fluctuations in recent years, the rapid growth of mobile terminal sales, so that small and medium-sized screens, especially high-end small and medium-sized panels become the focus of competition and "profit granary."

Group Intelligence Consulting Deputy general manager Li Yachen to the "First financial daily" reporter said that China's domestic mobile phone 420 million a year, the supply of mobile phones around the world 1.1 billion ~ 1.2 billion department. Mobile phone is personal consumer goods, update fast, almost one or even two, like the iphone 6 led to a new wave, the general mobile phone 1 years to 1.5 updates.

Display Search analyst Yuninning also believes that the mobile phone panel market potential is huge. "The global mobile phone market is open", last year, the global mobile phone sales 1.75 billion, this year will reach 1.85 billion; among them, smartphone sales last year 970 million, this year will reach 1.18 billion; and, the smartphone is a big size trend, so, mobile phone panel demand growth is certain.

Mobile phone panel High-end trend is very obvious. Yuninning says the ratio of high-resolution panels is rising. HD (HD, resolution for 1280x720) mobile phone screen, the price is fierce, accounted for the rise of the obvious, gradually in the thousand "fighter" in popularity; FHD (Full HD, like Prime 1920x1080) mobile phone screen prices down, high-end mobile phones are used FHD screen, like Apple iphone 6, 5.5-inch FHD screen.

According to display search statistics, 2013 FHD and above resolution products in the smartphone panel shipments accounted for only 7%, but with the improvement of high-end panel supply and product price decline, demand for higher-order products will rise rapidly, It is estimated that the FHD and above resolution panel shipments in Smartphone panel shipments accounted for up to 19% per cent this year, while 2018 is expected to achieve a 46% market share.

Japanese and Korean manufacturers monopolize high-end screen

At present, the domestic panel factory Beijing Orient, Deep Tianma, and so on, began to gradually in the high-resolution mobile phone screen field shipments, but has not achieved large-scale production.

"Global mobile phone screen market, including functional mobile phones and smartphones, in the two quarter of this year, the BoE accounted for 10%, deep Tianma accounted for 5%, credit accounted for 6.5%, Dragon also has supplies, and Japan, South Korea, China's Taiwan mobile phone screen total share of about 70%." "says Wu Rongbing, a Display search analyst.

In the high resolution mobile phone screen market, Japan, Korea, enterprises accounted for higher. Wu Rongbing said that the current VGA (like the number of 640x480) above, the domestic manufacturers accounted for nearly 20%, but FHD mobile phone screen, is basically Japan, Korea Panel Factory World, the domestic BoE, the letter just began to gradually ship.

"FHD and above the high resolution panel in short supply, from Japan, Korea factory monopoly, so the BoE, Tianma, Hua Xing are rushing into." "Li Yachen thinks," Thousand Yuan Machine "although the market is huge, but a SASAC asks operator to reduce handset subsidy, two" battalion increases "make enterprise expense increase, so handset factory wants to go to middle and high-end market, this has driven the demand of high resolution high-end handset screen.

This year, JDI, Sharp, LG Display, such as Japan and Korea panel Giants are actively explore high-end mobile phone screen business, and the Chinese market as the focus. For example, sharp IGZO technology is gradually mature, currently mainly used in small and medium sized LCD panels, such as 5 inches. In the Chinese market, Sharp has started to provide IGZO panels for ZTE to make high-end mobile phones, although the volume is still very small. Sharp Plan, IGZO LCD panel sales revenue, the second half of the 2014 fiscal year will be 9 times times the first half of the 2013 fiscal year.

China's Panel factory urgently needs technical breakthrough

High-end trend, so that the low-end mobile phone panels oversupply, prices fell. Li Yachen said the low-end HD's "Thousand-dollar Machine" panel, which fell 30% in the year earlier than the beginning of this year. The 5-inch HD mobile phone module is now only 12~13 dollars (without touch) and 17~18 dollars at the beginning of the year. "This year, FHD and above are considered high-end mobile phone screen, China panel factory must be to high-end transformation." ”

Li Yachen revealed that Deep Tianma in Xiamen's 5.5 generation LTPs line has been mass production, but now do the main HD mobile phone screen, temporarily unable to produce FHD products; while the Beijing-Orient Ordos 5.5 Generation AMOLED line, the volume production LTPs panel time postponed, originally planned this year the first quarter, may extend to four quarters, the Fuji Kang plans in Chengdu the day billion LTPs line, has not begun; Shanghai "And FAI" This year small batch shipments AMOLED mobile phone panels, are HD.

However, Yuninning said optimistically, domestic small and medium-sized panel of the main "players", the Beijing-Orient amorphous silicon FHD mobile phone screen this year three-quarter planned shipments; deep Tianma Xiamen 5.5 generation line has FHD mobile phone screen, just the volume has not up; the letter of the OPEN-CELL,FHD, 2K mobile phone screen has been shipped Kunshan Dragon's amorphous silicon 5.5-inch FHD cell phone screen sample effect is good, but also depends on its mass production plan. "Domestic FHD mobile phone screen this year just start, next year will obviously grow." ”

Beijing Oriental Deputy Vice-President Tommy told the reporter, Beijing East has launched PPI mobile phone screen, its 4.5 generation lines, 5.5 generation lines and 6 generation lines to the high resolution of the mobile Terminal Panel development. This week, BoE also invested 5 million of billions of dollars to buy shares of preferred stock in the US Augmented Reality Technology Corporation Meta, and to lay out wearable virtual display technology.

Hua Xing Photoelectric CEO thin Lianming also revealed, huaxing Three mobile phone screen basic to the PPI as the starting point, the current Samsung's mainstream mobile phones are ppi,200 PPI even below 300PPI do not do, but also in the development of the PPI mobile phone screen. "Huaxing first stage has established the efficiency superiority, the second phase should establish the product superiority, third period must establish the technical superiority." ”

In order to enhance the technical force, Li revealed that huaxing three has hired hundreds of technical experts and engineers from Japan, South Korea and China Taiwan. Li Yachen reminded, "in addition to funds, the Chinese panel factory needs to be in the technology, experience breakthrough, otherwise will fall into the LTPs line of protracted climbing period." ”