Domestic mobile phones have been attacked in the global market, but they have encountered difficulties on small OLED displays.
On April 11, it was reported that Apple spent $9 billion to win a large Samsung OLED panel, resulting in the majority of mobile AMOLED screen capacity being divided by Samsung and Apple. In addition, according to Korean media reports, Apple also issued a supply request to LG, and LG has also decided to provide OLED screens for the iPhone 8 next year, the specific situation will be finalized in the June board of directors.
While Apple is sweeping the OLED screen, the domestic panel factory has begun to accelerate the industrial layout, but there are still two or three years away from the release of production capacity. The industry is worried that the domestic mobile phone may face the "no screen available" in the short term. However, the OPPO mobile phone told the China Business News that the company's product orders have been planned very early, and the shortage of OLED screens will not affect the company.
OLED battle
OLED is called organic light-emitting diode. Compared with traditional LCD liquid crystal display, it has many technical advantages such as self-illumination, low power consumption, high brightness, high refresh rate, lighter weight and flexibility. At present, apart from Apple, the flagship models of major domestic and foreign manufacturers favor OLED screens and promote them as one of the selling points.
As early as the end of last year, the market rumored that Apple will use OLED screens on some iPhone8s. Now, this rumor seems to be gradually becoming a reality.
In early April, it was reported that Apple gave Samsung a super big single for the iphone8 stock OLED panel. The contract value of this two-year contract is as high as 9 billion US dollars, and Apple will get 70 million OLED screens from Samsung. For Apple, which sells 210 million mobile phones a year, this order is clearly unable to satisfy its appetite.
According to Korean media Business Korea, LG has essentially decided to start offering POLED screens (meaning plastic OLEDs) for the iPhone 8 next year, and will finalize it on the board of directors in June. “We received a bid request to provide Apple with a small and medium sized OLED screen.†An LG executive said, “At the end of June, we will be special on the board based on our OLED production technology, capacity, and required investment quota. A vote was taken at the meeting."
According to IDC statistics, China's smartphone market achieved an 8.7% year-on-year growth in 2016, but Apple's market share fell from 9.6% in 2015 to 9.6%, ranking behind OPPO, Huawei and vivo. According to the data released by Counterpoint, Apple also lost the top spot in the Chinese market in 2016. The OPPO R9 with a sales volume of 17 million accounted for 4% of the entire Chinese mobile phone market, while the iPhone 6s ranked second, with market share. It is 2%.
It is increasingly difficult for the iPhone to attract the attention of Chinese consumers in China, which is related to the lack of new products launched in recent years. This time Apple's large-volume OLED screens, in addition to their own product experience, more importantly, can start from the upstream of the supply chain to crack the rapid growth of domestic mobile phones.
The reality is that the current OLED screens on the market are already in short supply.
According to CINNO Research's global quarterly mobile panel shipment monitoring statistics analysis report, in 2016 global AMOLED mobile phone panel shipments reached 370 million, OPPO, vivo, Huawei, Jinli, Meizu, Lenovo and other contributions contributed 26%, and 99% of these AMOLED panels are from Samsung. The market research organization DSCC also expects that global demand for OLED panels will continue to grow by 44% this year, but the increase in panel supply may be only 5%. This means that in addition to Samsung's own use of OLED screens, Apple will take away most of the remaining production capacity. For domestic mobile phones that rely on Samsung OLED screens, future high-end products may face a more serious lack of screen crisis.
When is the "lack of screen and less core"?
In the face of the hot OLED market, domestic manufacturers have already laid out.
Last year, Huawei joined hands with BBK and Shenzhen Flexi Technology, a startup specializing in flexible display technology, to establish a domestic OLED screen alliance. Softwoo Technology also announced that the large-scale fully flexible display production line has started construction work in Shenzhen, with an investment of over 10 billion yuan. After completion, it has a production capacity of 45,000 pieces of 5.5th generation flexible and rigid OLED panels per month. ability. Its CEO Liu Zihong said in an interview with the media that the factory will be officially put into operation at the end of this year.
In addition, many existing panel manufacturers in China have also begun relevant industrial layout. In 2016, BOE spent 100 billion yuan to build two 6-generation flexible OLED panel production lines in Chengdu and Mianyang. It is expected to be put into production in October this year. By then, BOE is expected to become the second global mass-produced mobile OLED panel enterprise. And challenged Samsung's status; after the acquisition of Sharp, Foxconn also began to integrate Sharp's OLED technology. In addition, Huaxing Optoelectronics, Tianma Microelectronics and other companies have also invested in the OLED panel industry, and the relevant production capacity is expected to be released next year.
However, it will take some time from formal production to mass production. During this period, the supply of domestic OLED screens will remain in a state of shortage. However, OPPO public relations personnel told reporters that the company's product orders have been planned very early, and the shortage of OLED screens will not affect the company; people in vivo said that the current OLED screen supply problem company is not convenient to do related. Reply.
In fact, in recent years, domestic mobile phone manufacturers have been attacking the market in the global market. However, from the perspective of supporting key components, most of the manufacturers are still subject to the clamp of foreign upstream supply chains.
The decline in market reputation and the decline in share caused by the lack of key components or poor performance have also occurred frequently. Xiaomi and Huawei have suffered greatly. The 810-year-old éª å‘çƒ å‘çƒ å‘çƒ 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 810 In the era of screens, Xiaomi note2 caused shipment difficulties due to LG screens, and the user experience was not good.
Even Huawei, which is able to self-develop the CPU, has recently caused users to question because of the "P10 flash memory door" incident. Huawei P10 announced in the press conference that the read and write speed is displayed as 800MB / s, but recently many users of the software test screenshots show low-end is about 300MB / s, mid-range is about 600MB / s, high-end is 800MB / s, users question Huawei The three specifications of flash memory emmc5.1, UFS 2.0, UFS 2.1 are mixed, and the nickname "buy a mobile phone is like a lottery."
According to industry sources, Huawei’s alleged misuse of three types of flash memory is also due to insufficient supply from upstream manufacturers. At present, the world's major flash memory manufacturers are Samsung, Hynix and Toshiba. With the continuous release of new mobile phones in the first half of 2017, Huawei's UFS2.1 specification flash memory from suppliers has begun to decrease, so it has adopted a variety of flash memory sharing. In this case, this method is also common in the industry. Huawei also said in the announcement that "in order to balance experience, quality and supply, we have adopted a common approach in the industry, and a variety of solutions are available, such as flash memory selection using two mainstream devices at the same time supply mode."
In addition to the CPU, screen, memory, the production of the main hardware camera of the mobile phone and the tuning of the algorithm are currently basically controlled by foreign manufacturers. In the short term, the status quo of domestic manufacturers is still difficult to change.
Sun Yongjie, an IT commentator, believes that although the LCD screen is currently the mainstream in the market, the OLED screen will be replaced in the next two to three years. At this time, Apple’s smashing of OLED screens has led to a decline in the supply of domestic high-end screens. The key reason is that Apple is in the entire industry. There is a strong bargaining power in the chain. "Apple's high sales volume and high brand premium ensure that it can buy a large amount of Samsung screens at a time. Domestic mobile phones do not have this profit, and there is no such ability to support enterprises to make this decision, so they can only be used as followers." Sun Yongjie told reporters that while Apple and Samsung took most of the OLED production capacity, many domestic manufacturers need to compete for the remaining part of the production capacity. At this time, Samsung in the upstream of the supply chain has a higher bargaining power. The price may be much higher.
Sun Yongjie said: "So the key to 'winning the screen' is the construction of domestic bargaining power and brand capacity. The higher the brand influence, the more the right to speak in the upstream of the supply chain. The future of domestic OLED panels will come out to a certain extent. It will slow down the current situation of supply difficulties; but after the official mass production of OLED panels such as BOE, Samsung may come up with newer technologies; then, the pursuit of high-end domestic mobile phones will inevitably go to Samsung to grab the screen share."
Semiconductor Fuse And Ferrite
Fuse refers to an electric appliance that, when the current exceeds the specified value, melts the fuse and disconnects the circuit with the heat generated by itself.When the current exceeds the specified value for a period of time, the fuse melts and disconnects the circuit with the heat generated by the fuse itself.A current protector made from this principle.The fuse is widely used in high and low voltage power distribution system and control system as well as power equipment.
Ferrite is a metal oxide with ferrous magnetism.As far as electrical properties are concerned, the resistivity of ferrite is much larger than that of single metal or alloy magnetic materials, and it has higher dielectric properties.Ferrite magnetic energy also shows high permeability at high frequencies.As a result, ferrite has become a non-metallic magnetic material widely used in the field of high frequency and weak current.Due to the low ferrite magnetic energy stored in the unit volume, saturated magnetic induction strength (Bs) and low (usually only pure iron 1/3 ~ 1/5), and thus limits its higher requirements in the low-frequency magnetic energy density in the field of high voltage and high power applications.
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