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Company News >> LCD module to make money China shows the industry the next three to five years the main theme unchanged 15th,June,2017
                                            Driven by the mobile phone industry, China not only appeared in the market value of nearly 100 billion LCD panel business, but also appeared in a number of market value of over 10 billion LCD module business, touch screen module business, and even the market value of over 50 billion touch Display accessories cover glass processing enterprises.
                                  With Samsung will be next year for the Apple mobile phone to provide AMOLED display of the news continue to spread, China's LCD display industry practitioners are to produce unnecessary anxiety, resulting in LCD module manufacturers and backlight manufacturers confidence in the market outlook, The investment community has begun to withdraw from the relevant capital, chasing the relevant OLED target.
                                 At the same time in the fourth quarter of last year, mobile phone industry chain inventory of inventory, leading to mobile phone LCD panel prices faster than the cost of decline, so that mobile phone LCD panel production efficiency is low. From the first quarter of 2016, the two sides of the LCD panel manufacturers have lowered the proportion of mobile LCD panel shipments, turn to produce less loss of low-cost LCD TV panel or lower prices in the In \ On-Cell Embedded LCD touch display panel, mobile phone LCD panel supply is also some size on the obvious gap.
                                 LCD panel factory in the structural adjustment of the market, part of the mobile phone LCD module factory or because of the upstream panel resources can not get reduced shipments, or the production of thin after the ultra-thin In \ On-Cell built-in LCD touch Display module, production yield and efficiency are still climbing, shipments have also shrunk. Although the industry's mobile phone LCD module prices slowed down, the market slightly better than in previous years, but the mobile phone LCD module shipments were significantly lower than in previous years, mobile LCD module corporate profits decline is also an indisputable fact.
                                However, from the Samsung point of view, the mobile phone panel business has been more than the traditional low-cost TV panel business more attractive. Samsung recently on the research broker, said 2017 mobile phone AMOLED production capacity is still limited, can not meet all the needs of Apple's mobile phone models, the future will continue to expand production capacity to meet the needs of the mobile phone industry.
                                At the same time, Samsung will also choose the original supply of Internet TV, low-cost specifications LCD panel line shut down, the equipment operating conditions better production line to seek the whole plant transfer or sale of equipment to China or South Asia industry counterparts.
                                In addition, Samsung mobile phone panel business inside, but also only optimistic about AMOLED display technology. For the LCD phone panel, Samsung in 2015 to a-Si process upgrade to LTPS process and found that not only related patents are limited, the production technology is also lagging behind Apple's definition of LTPSLCD mobile phone panel, can not get Apple technology driver chip case , LTPSLCD mobile phone panel is basically no competitive, and therefore decided to complete the customer's original mobile phone IPSLCD panel orders in the case no longer accept the new order, decisively abandoned the LTPSLCD mobile phone panel business.
 

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