January 09, 2025

The war without smoke, the new display industry information war from the media age

On the eve of the World War II Normandy landing, the Allies passed a series of plots, which made the Germans believe that the Allied's final landing site was Calais, thus creating the greatest victory in the history of the human anti-fascist war.

The battlefield filled with smoke has already gone, but the information warfare of the waves is in the ascendant, and with the advent of the media era, we intentionally or unintentionally praise, comment, and forward, making the truth farther and farther away from us!

The war without smoke, the new display industry information war from the media age

Let's take a look at the three excerpts about the 2018 Korea's new display industry!

(1) Samsung rebuilt OLED new plant to invest 16 trillion won

With the surge in demand for flexible organic light-emitting diode (OLED) panels for smartphones, Samsung Display will invest 13-16 trillion won to build a new OLED plant (tentatively known as the A4 plant). The A4 factory is located in the display park of Toyama Yujing, Chungcheongnam-do. Samsung Display has completed its business evaluation. According to the analysis, in the absence of Li Zaiwei, the head of the company, Samsung made a large investment in the field of smart phone OLED panels, showing its will to firmly grasp the global business leadership in this field.

(2) LGD strengthens AMOLED production expansion and enhances competitiveness

According to relevant data, due to the continued expansion of the flexible AMOLED production line, it is expected that 2018 will be the first time that LG Display (LGD) has exceeded its competitor Samsung Display (SDC) for the first time since 2012.

At the same time, South Korean LCD equipment suppliers including Invenia, DMS, Avaco, Jusung Engineering and Viatron Technologies will all benefit from the growth of LGD's AMOLED panel capacity. In addition, China is expected to become a more important market for Korean LCD equipment suppliers, as Invenia and DMS will begin shipping their dry and wet etching machines and other equipment to BOE; other companies such as Semes and SFA Engineering will also be possible. Enter the Chinese LCD industry supply chain.

(3) South Korea's panel factory equipment investment is halted, equipment companies westward to expand business opportunities in mainland China

According to Korean media reports, many Korean display equipment companies have recently focused on the mainland China market as a product sales focus, because companies believe that Samsung Display and LGD have no more new investment in 2018, so they have to switch to mainland China to find business opportunities.

The iPhone X sales were in a downturn, which drastically reduced the demand for OLED panels for smart phones. Samsung’s A5 new plant equipment investment originally planned for the end of 2018 was stuck; LGD’s E6 and E5 production lines were also less likely to increase investment. However, the panel equipment of China's panel companies in 2018 has not been affected. In addition to the flexible OLED production line, large-size LCD production line equipment also has a number of investment plans. It is estimated that Chinese mainland panel manufacturers will have a monthly production capacity of 130,000 pieces of 6-generation OLED equipment investment, and there will be similar scale investment in 2019. If the monthly investment capacity of 15,000 pieces of equipment is 2 trillion won, the scale of Chinese enterprises in 2018 will be 18.7 billion U.S. dollars.

(1) Both (2) and (3) describe the investment situation of the two new display companies in Korea in the 2018 production line, but the conclusions of (1)(2) and (3) can be described as the new display industry practitioners. Where should I go in the face of this dilemma?

The war without smoke, the new display industry information war from the media age

Committed to providing objective industry information for China's new display upstream and downstream enterprises, and focusing on the latest achievements in the development of new display technologies, the International New Display Technology Exhibition (June 27-29, Shanghai New International Expo Center) will unite with Ovi Cloud Co-opening the "2018 New Display Open Class" tour circuit, the first stop will be held in Shanghai on April 19, 2018, covering the core materials, equipment, devices and terminal applications related to the new display technology, covering AMOLED, OLED, laser display, flexible printing display and other technical directions. The event will be held in the form of theme reports, case sharing, etc., with more than 80 professional visitors from the display panel, consumer electronics, communications, automotive electronics and other fields to discuss the possibilities of the new display industry in the future.

Basic information about the event:

Time: April 19, 2018

Venue: Shanghai Hongqiao Cordis Hotel

Organizer: International New Display Technology Exhibition, Beijing Aowei Cloud Network Big Data Technology Co., Ltd.

Form of participation: Forum free, take the registration review system

Participating companies:

Touch and display

BOE, Tianma, Xinli, Huike, CLP Panda, Japan Display, Visionox, Hehui, Huaxing Optoelectronics, Longteng, Shenchao, AUO, Innolux, CPT, LG Display, Samsung Display, Rouyu Wait;

3C brand, OEM/ODM

Apple, Samsung, Huawei, Vivo, Oppo, Xiaomi, ZTE, Wentai, Huaqin Communications, Longqi Technology, Foxconn, Flextronics, Dell, Lenovo, HP, Acer, Asus, etc.;

vehicle electronics

Bosch, Huayang GM, Desaixiwei, Hitachi, United Automotive Electronics, Tianpai, Tianhe, Continental, Hangsheng Electronics, Valeo, Marelli, Taimike, Yanfeng Visteon

The war without smoke, the new display industry information war from the media age

In order to accelerate the market transformation of the display of new technology development achievements in the industry and promote the integration of display technology and future innovation applications, the China Optical Optoelectronics Industry Association Liquid Crystal Branch (CODA) and Shanghai Reed Kuozhan jointly organized international new display technology. Exhibition (DISPLAY CHINA). In the exhibition hall where the industry giants gather, visitors can experience a wide range of new products and cutting-edge technologies in the field of optoelectronic display, covering display panels, manufacturing, inspection and testing, components, components, raw materials and accessories. In the same period, a variety of theme activities will be held to help visitors follow the trend in the ever-changing industry changes, to understand the market dynamics with multi-dimensional vision, to explore more valuable cooperation opportunities, and to expand the network to help the cause.

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