lcd panel jdi made in china

Japan Display Inc.(株式会社ジャパンディスプレイ, Kabushiki-gaisha Japan Disupurei), commonly called by its abbreviated name, JDI, is the Japanese display technology joint venture formed by the merger of the small and medium-sized liquid crystal display businesses of Sony, Toshiba, and Hitachi.

On August 31, 2011, Sony, Toshiba, and Hitachi agreed to a merger of their respective small-to-medium-sized LCD businesses, supported by an investment of two hundred billion yen from INCJ. Soon after, INCJ and Panasonic also began talks on the acquisition of one of Panasonic"s factories.

JDI had accumulated consecutive losses since its IPO, a restructuring plan was announced in 2017, including closing down a production line in Japan and layoffs of approximately a third of its workforce.

A newly-created entity INCJ, Ltd. had become the largest shareholder of JDI with 25,29 % of total shares since September 21, 2018 as a result of a corporate split of the old INCJ.

On June 12, 2019, JDI disclosed that major changes are to be implemented due to sluggish sales in the Mobile Business Division. It announced one plant would be closed and another has suspended operation. A major reduction of the workforce was also planned.Apple, boosting the stock price of JDI by 32 percent at the time.

Due to the financial trouble caused by its late decision to manufacture OLED displays and the loan from Apple, the company"s OLED affiliate, JOLED, has not yet been able to compete with other manufacturers, whilst more than half of JDI"s revenue still came from the shrinking IPS LCD panel sales to Apple.

In February 2020, Ichigo Asset management, a multinational private investment fund, gained control of JDI in exchange for US$715 million of investment. In turn, the memorandum signed with Suwa a year before was terminated.

In April 2020, in accordance with the talks held in December, JDI began to sell LCD production equipment valued at US$200 million to Apple, with plans to sell the real estate of the Hakusan plant to Sharp. This will allow JDI to focus on its remaining product demand and factories. The sales have been completed by October.

In July 2020, the CEO of JDI revealed the company"s plan to start mass production of OLED display panels for smartphones "as early as 2022" with a novel manufacturing technology, adding that it would require new funding.

JDI has produced active-matrix displays driven by TFTs based on a In-Plane-Switching technology developed by Hitachi also has been used. The company has developed an improvement for darker black pixels (true-black appearance), called "IPS-NEO", which reduces the light shining through from the backlighting.

Its "Pixel Eyes" technology incorporates the touch function into the LCD panel itself; combined with the company"s transparent display technology, a transparent fingerprint reader that could be featured in smartphones was announced in 2018.

For reflective LCDs without backlighting, JDI has developed an addressing technique using a thin-film memory device SRAM in addition to the conventional TFT for each pixel, so that a still image can be stored consuming a low amount of energy.

TOKYO -- Japan Display will sell its China-based subsidiary Suzhou JDI Electronics to a local buyer, the money-losing Japanese panel maker said Friday, as it continues to shed assets in a sweeping overhaul.

Suzhou Dongshan Precision Manufacturing Co. will buy all of Suzhou JDI Electronics for 20.5 billion yen ($140 million) in a transaction to be completed between January and March 2023.

JDI"s deep panel technology is a great opportunity for China to acquire JDI as the leading panel production technology in China that will help make China"s panel industry a panel innovator as well as a leader in Samsung OLED Panel production technology.

It is reported that Japan"s JDI, which is increasingly in trouble, is in the process of negotiating with the top three panel makers in China, BOE, Huaxing Optoelectronics, Shen Tian Ma, etc., for a total investment of 1.8 billion U.S. dollars to ease its capital dilemma. This will have To help Chinese panel makers get ahead of Samsung"s OLED panel production technology.

According to market research firm WitsView data, in 2016 China has become the world"s second largest panel production, the global panel market share of the first three production places are South Korea, China, Taiwan, mainland China LCD panel production technology has been Start building the world"s most advanced 10.5 / 11 generation line.

However, in the panel technology, China lags behind South Korea and Japan. Samsung and LG are respectively the largest small and medium size OLED and large-size OLED panel makers in the world. Japan"s JDI has more advanced OLED panel production technology and the deep Pegasus and BOE put OLED panels at the end of June and the end of October last year respectively, while Huaxing, another large panel manufacturer in Mainland China, is expected to put OLED panels into operation until the second quarter of 2019. China urgently needs to work hard to achieve its success in OLED panel technology. JDI just has such a technology.

Japan in the early 1990s and earlier has been the world"s LCD panel Niigur, was born called "the father of the LCD panel," Sharp, in addition to Sony, Toshiba, Hitachi and other companies to produce LCD panels, but in 1998 Samsung to replace Japanese companies to become the world"s largest LCD panel manufacturing enterprises, the Japanese LCD panel manufacturers gradually on the downhill.

Later, the operation of the troubled Sony, Toshiba, Hitachi three companies to their small and medium size LCD panel business restructuring and the Japanese government-owned fund industry innovation agency (INCJ) joint venture set up to run the JDI, JDI and Sharp was the world"s largest, The second largest small and medium size LCD panel supplier, but today the world"s largest supplier of small and medium size panels for the Samsung, Samsung rely mainly on its dominant AMOLED panel made the first small and medium size panel supplier status, while the second largest medium and small size Panel suppliers, the largest supplier of LCD panels in mainland China is the BOE.

Recalling this period of history to know JDI has a profound accumulation of panel technology, JDI also acquired by Sony, Panasonic OLED panel business and INCJ-led JOLED joint venture. JDI is currently using "vapor deposition (in the vacuum state, the red, green, blue and other luminescent materials vapor deposition attached to the substrate)" technology to produce OLED panels, and JOLED has more advanced production of OLED panel printing technology, Printing technology is more advanced than the evaporation technology, production costs are about 30% lower.

As the three panel makers in China, BOE and Shenzhen Tianma just put OLED panels into operation. It is not until 2019 that China Star Optoelectronics can put OLED panels into operation. When Chinese panel makers start large-scale production of OLED panels, they may well meet as early as a few years TFT-LCD panel fierce price war, which is obviously unfavorable for the Chinese panel companies, if this can be achieved through cooperation with the JDI more advanced, lower production costs OLED panel production technology, will help the Chinese panel companies Competition with Korean panel companies.

For JDI, JDI itself needs continuous capital injection. JDI, which has been losing money consecutively, has invested 75 billion yen in 2016, but its business has not seen any improvement. Today, it needs hundreds of billions of yen to expand the production capacity of OLED panels, and It is likely that the industry will continue to make huge losses due to the price war in the OLED panel in the future, leaving the industry reform agency hesitated, thereby forcing JDI to seek capital contributions from other investors. This leads to the introduction of the investment in Chinese panel companies mentioned at the beginning of this article.

For mainland China, investing in JDI is clearly a bargain, which will help transform the Chinese panel industry from follower to panel innovator. After all, the dilemma faced by JDI is now running out of steam and getting investment from Chinese panel companies will also help it expand its market in China and improve its own business. This is a win-win cooperation.

After becoming the largest manufacturing economy in the world, mainland China is devoting itself to economic restructuring. As one of the upstream industries, the panel industry has drawn great attention. The panel industry in mainland China is indeed not disappointing, from poor and white to now the world"s second only took 14 years to prove the ability of the panel industry in mainland China, if the investment can be achieved with the JDI, mainland China panel Industry will rise again.

JDI will exhibit the new 20.8-Inch Rælclear at CES 2023 in Las Vegas from January 5th to the 8th, 2023. Visitors will be able to envision a new future of design combining artificial intelligence and the technology of Rælclear.

Japan Display Inc. (JDI) has developed the world’s first flexible tactile sensor that enables high-precision measurement over a wide area using a matrix of LTPS TFTs (lowtemperature polysilicon thin-film transistors).

Highly accurate tactile measurement is required for the development of a number of new technologies and products, as well as for advanced sports and medical research. JDI’s flexible tactile sensor is suitable for a wide range of applications, such as measuring the grip strength of a robot grasping an object or the pressure distribution on the sole...

In response to strong customer demand, Japan Display Inc. (JDI) has further developed its breakthrough transparent Rælclear display technology and expects to begin mass production of a new 20.8-inch Rælclear display with 2X brightness in the fall of 2023.

Samsung Display has sold its LCD factory in China to Chinese display maker CSOT, a company under TCL group, to further cut down its LCD capacity, which goes in line with Samsung’s plan to quit LCD business. By ending its LCD panel production, Samsung aims to expand its development in QD displays and OLED displays. The Korean giant has also reportedly t...

Japan Display (JDI) is going to sell its LCD plant in Hakusan, Japan, to Sharp and Apple, so that the Japanese display maker can pay off its debt to Apple. The total transfer price is estimated to be JPY 71 billion (US$ 672 million).

The plant will be transferred to Sharp, who is also a display supplier of Apple, by the end of September. With the transaction, Sharp will take over most of the debt of JDI which JDI borrowed from Apple when building the plant. The plant was originally built for supplying LCD panels for iPhone. But S...

Sharp, one of the panel providers of Apple, is reportedly developing small size Micro LED displays and will mass produce the products by 2023 for eye-wear smart devices, reported Nikkan Kogyo Shimbun.

According to the report, Sharp Fukuyama Semiconductor, a subsidiary of Sharp, has developed Micro LED prototypes including a 0.38-inch full color panel featuring 1053 PPI and a 0.13-inch blue display with 3000 PPI. The company deploys its proprietary color conversion technology to achieve full color display and aims to mass produce the products in 2023 to 2024 for A...

The investigation showed that JDI recorded fictitious inventory of JPY 10 billion (US$92.86 million) in total since the fourth quarter of fiscal 2013. The investigation also...

Japan Display (JDI) announced the development of a Micro LED display. The prototype Micro LED display will be presented at “FINTECH JAPAN 2019,” which is taking place in Makuhari Messe from December 4 to 6, 2019. The 1.6-inch Micro LED display of JDI is based on LTPS backplane developed by the company and Micro LED chips from glō, a Micro LED technology provider. The display achieves a resolution of 265 ppi with a pixel number of 300*300. (Image: JDI) JDI also noted that the Micro LED display has a wide viewin...

Mini LED backlight solution seems to be a “must have” technology for all the panel exhibitors at this year’s Display Week. Despite that adopting Mini LED backlight to consumer electronic products is rather difficult due to high production cost; panel makers still proactively demonstrated related products. Therefore, Mini LED backlight might not be a flash in the pan. LEDinside noticed that almost every display maker participated in Display Week disclosed the focus on automotive display incorporating LCD panel and Mini LED backlight. The solut...

Japan Display Inc. (JDI) has been negotiating with Chinese companies and investors to receive financial supports of JPY 50 billion (US$ 440.65 million), reported NHK. The potential investors include mobile component producer Ofilm, automotive component manufacturer Minth Group and the Silk Road Fund.

With the support, the Chinese investors will hold 33 percent or more of the share of JDI, suppressing the current major shareholder INCJ, who owns 25.29 percent of the share. In addition to the investment, the Chinese investors were also reportedly offering a ...

LEDinside forecasts that the development of Mini LED will accelerate in 2019 and 2020 and its market value will reach US$ 1699 million by 2022. Several industry players including San’an, HC Semitek, Epistar, NationStar, Harvatek, and Macroblock have reported their progress of Mini LED development. Meanwhile, panel producers such as AUO, BOE, Innolux and JDI have also unveiled applications adopting Mini LED technology.

During Display Week 2018, many big giants have been simultaneously releasing Mini LED backlight products. LEDinside found those Mini LED panels majorly adopt direct-type local dimming and support HDR mode, making the vivid contract ratio, which can compete with OLED panel.

Japan Display Inc. (JDI) announced that it has developed a transparent glass-based capacitive fingerprint sensor by applying the company"s capacitive multi-touch technology used in its other liquid crystal displays (LCDs). JDI plans to start commercial shipments within its 2018 fiscal year, which ends March of 2019.

Appearing to be strapped for cash, smartphone screen manufacturer Japan Display (JDI) is currently in talks with Chinese panel makers, including BOE, Tianma, and CSOT, over an investment more than USD 1.8 billion. The Japanese company hopes to seal the deal by the end of March 2018, reported Kyodo News.

The Japanese digital panel giant Japan Display Inc. (JDI) had a struggle revamping its liquid crystal display (LCD) panel business. To make the recovery happen, JDI planned to accept fundings from outside investors. Not only that, JDI will restructure LCD panel production sites, and lay off employees at a large scale, slashing about 4,000 jobs, according to Nikkei"s report on August 8.

It has been spreading like crazy that in 2H17 three iPhone models- the high-end iPhone 8 featuring an OLED display, iPhone 7s and iPhone 7s Plus that continue to use LCD displays- will hit the shelves. Latest sources leaked Apple might increase OLED display use in its products and all the three new iPhones to roll out in 2018 are likely to sport OLED displays. That possibly implies orders Apple places with LCD display providers Sharp and Japan Display Inc. (JDI) would plummet. It will be much of a shock to JDI which earns over 50% of its revenue from Apple’s phone screen demand.

Sumitomo Chemical, the Japan-based chemical giant, is reported to have successfully developed new technologies to facilitate more cost efficient OLED display manufacture. According to Nikkei, the new materials and equipment the company introduced could possibly bring down the current production cost of OLED panels by 50%, which is able to further reduce the selling prices of OLED TVs and expand the penetration of OLED products.

Japan Display Inc. (JDI) announced the commencement of mass production at its newly-constructed low temperature poly-silicon (LTPS) LCD line in its Hakusan Plant, located in Hakusan City, Ishikawa Prefecture, Japan. JDI had been preparing for mass production since Dec. 1, and commenced mass production on Dec. 23.

Small to mid-sized display manufacturer Japan Display Inc. (JDI) third quarter financial results were in the red, due to lower demands than expected from Chinese clients and its largest client Apple, reported Chinese-language media Money DJ.

LCD display manufacturer Japan Display Inc. (JDI) developed an ultra-thin bezel LCD that is merely millimeters thick, which could greatly increase smartphone makers design flexibility, reported Nikkei.

Sharp President Tai Jeng-wu told The Nikkei and other reporters that it intended to collaborate with Japan Display Inc. (JDI) in the development of OLED displays to catch up with Korean competitors Samsung.

Japan Display Inc. (JDI), a manufactuerr of small to mid-sized LCD displays issued a statement on Saturday refuting claims made by Nikkeiand other media that it was seeking financial support from INCJ.

Innovation Network Corporation of Japan (“INCJ”), Japan Display Inc. (“JDI”), Sony Corporation (“Sony”), and Panasonic Corporation (“Panasonic”) announced hat they have executed a definitive agreement to establish a new company, JOLED Inc. (“JOLED”), to integrate Sony and Panasonic’s R&D functions for organic light-emitting diode (“OLED”) display panels. Through this collaboration, the companies aim to accelerate the development and early commercialization of OLED display panels. JOLED is scheduled to be launched in January 2015, subject to receipt of any necessary approvals.

► When the leading Korean players Samsung Display and LG Display exit LCD production, BOE will be the most significant player in the LCD market. Though OLED can replace the LCD, it will take years for it to be fully replaced.

► As foreign companies control evaporation material and machines, panel manufacturers seek a cheaper way to mass-produce OLED panels – inkjet printing.

When mainstream consumer electronics brands choose their device panels, the top three choices are Samsung Display, LG Display (LGD) and BOE (000725:SZ) – the first two from Korea and the third from China. From liquid-crystal displays (LCD) to active-matrix organic light-emitting diode (AMOLED), display panel technology has been upgrading with bigger screen products.

From the early 1990s, LCDs appeared and replaced cathode-ray tube (CRT) screens, which enabled lighter and thinner display devices. Japanese electronics companies like JDI pioneered the panel technology upgrade while Samsung Display and LGD were nobodies in the field. Every technology upgrade or revolution is a chance for new players to disrupt the old paradigm.

The landscape was changed in 2001 when Korean players firstly made a breakthrough in the Gen 5 panel technology – the later the generation, the bigger the panel size. A large panel size allows display manufacturers to cut more display screens from one panel and create bigger-screen products. "The bigger the better" is a motto for panel makers as the cost can be controlled better and they can offer bigger-size products to satisfy the burgeoning middle-class" needs.

LCD panel makers have been striving to realize bigger-size products in the past four decades. The technology breakthrough of Gen 5 in 2002 made big-screen LCD TV available and it sent Samsung Display and LGD to the front row, squeezing the market share of Japanese panel makers.

The throne chair of LCD passed from Japanese companies to Korean enterprises – and now Chinese players are clinching it, replacing the Koreans. After twenty years of development, Chinese panel makers have mastered LCD panel technology and actively engage in large panel R&D projects. Mass production created a supply surplus that led to drops in LCD price. In May 2020, Samsung Display announced that it would shut down all LCD fabs in China and Korea but concentrate on quantum dot LCD (Samsung calls it QLED) production; LGD stated that it would close LCD TV panel fabs in Korea and focus on organic LED (OLED). Their retreats left BOE and China Stars to digest the LCD market share.

Consumer preference has been changing during the Korean fab"s recession: Bigger-or-not is fine but better image quality ranks first. While LCD needs the backlight to show colors and substrates for the liquid crystal layer, OLED enables lighter and flexible screens (curvy or foldable), higher resolution and improved color display. It itself can emit lights – no backlight or liquid layer is needed. With the above advantages, OLED has been replacing the less-profitable LCD screens.

Samsung Display has been the major screen supplier for high-end consumer electronics, like its own flagship cell phone products and Apple"s iPhone series. LGD dominated the large OLED TV market as it is the one that handles large-size OLED mass production. To further understand Korean panel makers" monopolizing position, it is worth mentioning fine metal mask (FMM), a critical part of the OLED RGB evaporation process – a process in OLED mass production that significantly affects the yield rate.

Prior to 2018, Samsung Display and DNP"s monopolistic supply contract prevented other panel fabs from acquiring quality FMM products as DNP bonded with Hitachi Metal, the "only" FMM material provider choice for OLED makers. After the contract expired, panel makers like BOE could purchase FFM from DNP for their OLED R&D and mass production. Except for FFM materials, vacuum evaporation equipment is dominated by Canon Tokki, a Japanese company. Its role in the OLED industry resembles that of ASML in the integrated circuit space. Canon Tokki"s annual production of vacuum evaporation equipment is fewer than ten and thereby limits the total production of OLED panels that rely on evaporation technology.

The shortage of equipment and scarcity of materials inspired panel fabs to explore substitute technology; they discovered that inkjet printing has the potential to be the thing to replace evaporation. Plus, evaporation could be applied to QLED panels as quantum dots are difficult to be vaporized. Inkjet printing prints materials (liquefied organic gas or quantum dots) to substrates, saving materials and breaking free from FMM"s size restriction. With the new tech, large-size OLED panels can theoretically be recognized with improved yield rate and cost-efficiency. However, the tech is at an early stage when inkjet printing precision could not meet panel manufacturers" requirements.

Display and LGD are using evaporation on their OLED products. To summarize, OLED currently adopts evaporation and QLED must go with inkjet printing, but evaporation is a more mature tech. Technology adoption will determine a different track for the company to pursue. With inkjet printing technology, players are at a similar starting point, which is a chance for all to run to the front – so it is for Chinese panel fabs. Certainly, panel production involves more technologies (like flexible panels) than evaporation or inkjet printing and only mastering all required technologies can help a company to compete at the same level.

Presently, Chinese panel fabs are investing heavily in OLED production while betting on QLED. BOE has four Gen 6 OLED product lines, four Gen 8.5 and one Gen 10.5 LCD lines; China Star, controlled by the major appliance titan TCL, has invested two Gen 6 OLED fabs and four large-size LCD product lines.

Remembering the last "regime change" that occurred in 2005 when Korean fabs overtook Japanese" place in the LCD market, the new phase of panel technology changed the outlook of the industry. Now, OLED or QLED could mark the perfect time for us to expect landscape change.

After Samsung Display and LGD ceding from LCD TV productions, the vacant market share will be digested by BOE, China Star and other LCD makers. Indeed, OLED and QLED have the potential to take over the LCD market in the future, but the process may take more than a decade. Korean companies took ten years from panel fab"s research on OLED to mass production of small- and medium-size OLED electronics. Yet, LCD screen cell phones are still available in the market.

LCD will not disappear until OLED/QLED"s cost control can compete with it. The low- to middle-end panel market still prefers cheap LCD devices and consumers are satisfied with LCD products – thicker but cheaper. BOE has been the largest TV panel maker since 2019. As estimated by Informa, BOE and China Star will hold a duopoly on the flat panel display market.

BOE"s performance seems to have ridden on a roller coaster ride in the past several years. Large-size panel mass production like Gen 8.5 and Gen 10.5 fabs helped BOE recognize the first place in production volume. On the other side, expanded large-size panel factories and expenses of OLED product lines are costly: BOE planned to spend CNY 176.24 billion (USD 25.92 billion) – more than Tibet"s 2019 GDP CNY 169.78 billion – on Chengdu and Mianyang"s Gen 6 AMOLED lines and Hefei and Wuhan"s Gen 10.5 LCD lines.

Except for making large-size TVs, bigger panels can cut out more display screens for smaller devices like laptops and cell phones, which are more profitable than TV products. On its first-half earnings concall, BOE said that it is shifting its production focus to cell phone and laptop products as they are more profitable than TV products. TV, IT and cell phone products counted for 30%, 44% and 33% of its productions respectively and the recent rising TV price may lead to an increased portion of TV products in the short term.

Except for outdoor large screens, TV is another driver that pushes panel makers to research on how to make bigger and bigger screens. A research done by CHEARI showed that Chinese TV sales dropped by 10.6% to CNY 128.2 billion from 2018 to 2019. Large-size TV sales increased as a total but the unit price decreased; high-end products like laser TV and OLED TV saw a strong growth of 131.2% and 34.1%, respectively.

The demand for different products may vary as lifestyles change and panel fabs need to make on-time judgments and respond to the change. For instance, the coming Olympics is a new driving factor to boost TV sales; "smart city" projects around the world will need more screens for data visualization; people will own more screens and better screens when life quality improves. Flexible screens, cost-efficient production process, accessible materials, changing market and all these problems are indeed the next opportunity for the industry.

Tokyo, June 17 (Jiji Press)--Japan Display Inc. <6740> said Monday that Taiwanese touch screen maker TPK Holding Co. will drop out of the China-Taiwan consortium formed to fund the ailing Japanese display panel maker.

The Suwa Consortium, launched by TPK as well as Chinese and Taiwanese investment funds, will maintain its plan of investing in the Japanese maker of small and midsize liquid crystal display panels by welcoming Oasis Management Co., a Hong Kong investment fund to the consortium in TPK"s stead.

Japan Display was born when the LCD units of three firms, Sony, Toshiba, and Hitachi, decided to combine. For a long time, the company provided Apple with LCD displays for the iPhone and iPad. But it was caught napping when Apple started using OLED panels on some iPhone models. As a result, the company was awash in red ink losing $260 million in 2017 and $2.3 billion last year. Japan Display was forced to restructure, but a deal fell apart at the last minute. Eventually, Apple invested $100 million in the company, moved some of its LCD production from China to Japan Display, and the restructuring was completed.

For the last two years, Apple has produced three phones each year with two of the models sporting an AMOLED display produced by Samsung or LG. The LCD units (iPhone XR and iPhone 11) use Japan Display"s LCD screens as do older iPhones and iPads. While Japan Display is reportedly the source of the 1.78-inch OLED panels used on the Apple Watch Series 5, Apple and Japan Display are both going to have some thinking to do. Next year, we could see Apple start using AMOLED on all three of the iPhone 12 models and that could hurt Japan Display terribly unless it decides to start producing the OLED displays for smartphones. And if it does agree to enter this market, Apple will have to decide how much business to give each supplier.

According to Bloomberg, Japan Display doesn"t appear to be too much in a rush to fully commit to OLED. The company"s new CEO Minoru Kikuoka says that the price advantage that LCD has over AMOLED will keep Japan Display in the smartphone business through 2021. In an era where it is common to see a $1,000 price tag on a flagship phone, Kikuoka says, "We are seeing consumers put more emphasis on affordability when it comes to their smartphone preferences. The industry is now gaining a new appreciation for the kind of price competitiveness offered by the LCDs." Still, the company is going to have to decide whether or not to charge ahead into OLED panels. Kikuoka says that by this time next year, he will have to come to a decision. And even though it appears to be producing the OLED screens for the Apple Watch Series 5, focusing on OLED for smartphones is going to cost the company billions of dollars that it does not have. As its CEO says, "There was a time when we felt the need to rush a shift to OLED. Without a partner who could pitch in on the capital side, we simply can’t do it."

Japan Display will get a little bit of a reprieve next year, even if Apple decides on outfitting all three new 2020 models with AMOLED displays. That"s because we could see Apple release the iPhone SE 2 in March. Made for those who don"t want to, or can"t spend a lot of money on an iPhone, or aren"t happy with today"s large screened models, the iPhone SE 2 is expected to use the body of the iPhone 8 powered by the current A13 Bionic chipset. This means that it will sport a 4.7-inch LCD display. Expected to be priced starting at $399, according to top Apple analyst Ming-Chi Kuo, the new phone could generate plenty of business for Apple and Japan Display. In fact, Kuo sees the phone being a "key growth driver" for Apple next year and predicts that two to four million units will be produced each month.

Some fund will invest in JDI to make the crappy oled screens and after that the chinese will come to the market with under LCD fingerprind tehnology and bring back the power of LCD panels, much cheaper and higher quality,

All the manufacturer turned to oled nowadays becauae of the under display finherprind scanner trend, and for now only the oled can imcorporate that. But rumors are that the chinese managed to find a way for the fingerprint scanner to work under the LCD panel. JDI was reportedly working on that solution for se time but probably left it aside and concentrate to the oled production.

In May, the media reported that Samsung to sell L7-2 and L8-2-1 two LCD panel factory part of the equipment; June, the media reported that Panasonic decided to withdraw from the LCD panel business in 2021, its Himeji 8.5 generation plant production equipment will be auctioned for bidding.

For example, huaxing photoelectric investment of 35 billion yuan in guangzhou 8.6 generation line T9 project just completed “bidding “. This will be the world’s one-time planning of the largest single production capacity of one of the 8.6 generation LCD panel project. — In fact, the domestic mainstream large-size display panel manufacturers, BOE, Huaxing photoelectric and Huike are expanding “LCD” production capacity.

In accordance with the original industry chain planning, 2020 South Korea LG and Samsung have been prepared to completely withdraw and shut down all LCD panel manufacturing projects.

Even so, in 2021, with the launch of vaccination, the new crown epidemic into the “post-era”. Display panel demand growth tends to stagnate, the high price trend is eager to usher in a turnaround at the end of the year. LG and Samsung choose to finally implement the “LCD panel shutdown” decision, not surprisingly.

And Japan’s LCD panel industry chain has been in the “lowest level of operation N years”. Sharp sold out to Taiwan-invested enterprises, specializing in small and medium-sized LCD panels JDI has said to enter the OLED field, Panasonic can hold on to the possibility of “from the industry chain cluster perspective has been zero. Japanese display industry in the LCD panel continues to do subtraction, which is the expected thing.

In the last 5 years, China’s Taiwan region also did not “new planning” brand new large LCD panel project – Taiwan enterprises Honghai commitment to invest in the United States LCD panel project also “repeatedly shrink “, whether there will be the following and not fixed; Taiwan’s regional enterprises capacity changes are the most important in 2016 to put into operation an 8.6 generation line, and cooperation with Japan Sharp in Guangzhou construction of 10.5 generation line.

Therefore, it can be said that the global LCD panel new investment is almost all concentrated in China’s mainland region. Especially in 2021 is the trend of “others retreat, we advance” the reverse movement. What is the secret behind this? The answer is actually very obvious.

For example, huaxing photoelectric guangzhou T9 project is 8.6 generation line panel;is on the amount of juice Changsha project is also 8.6 generation line – before huike Chongqing and Chuzhou project, is also 8.6 generation line, as the world’s last rise of large-size LCD panel enterprises, huike to create the world’s largest 8.6 generation line cluster capacity; at the same time 2021 BOE and Huaxing photoelectric is also vigorously expanding 10.5 / 11 generation line capacity.

The shutdown is 8.5 generation and the following generation panel line, the expansion is 10.5 / 11 generation and 8.6 generation panel line – of which, 10.5 / 11 generation line is more in line with the color TV, commercial display and other needs of the development trend of large size, which does not need to be said: 10.5 / 11 generation line, is still the industry shortage of capacity. 8.6 Generation line, although with 8.5 generation line most of the product capacity overlap is high, in 50 and 58 inches, it can cut 8 and 6 blocks; compared with 8.5 generation line 48 inches and 55 inches of 8 and 6 blocks, basically “cost unchanged”, the market competitiveness is enhanced. With an 8.6 generation line pressure 8.5 generation line head, these Taiwan panel companies invented the method, by mainland enterprises to play fire!

In fact, from IT panels to TV panels, 8.6 generation lines can be similar cost, in the cut display area pressure 8.5 generation line head. This pattern, if the “industry into a relative surplus cycle”, the competitiveness of the 8.5 generation line is obviously a little worse.

2020-2021 LCD panel out of the “most fierce ever strong cycle”, thereafter will certainly be in the “consumer overdraft” effect under the “production line efficiency” battle. At this time, the mainland enterprises by virtue of the total scale advantage, industry chain supporting advantages, and generation line leading advantage, competitiveness will be more prominent. In this context, Korean and Japanese enterprises take advantage of the second-hand equipment prices are okay, selling the corresponding equipment, is the best choice.

According to media reports, the Samsung panel line trend is a strategic decision. Samsung Electronics Vice President Lee Jae-yong personally involved in the decision to withdraw the LCD project. Lee also personally announced a plan to invest 13 trillion won in next-generation display technology development by 2025. Among them, the QD-OLED screen is an important direction.

Aiming at the next generation, a new round of competition for display panels has already begun. For example, BOE Chongqing 6 generation OLED line is moving in equipment; Huaxing photoelectric in Guangzhou planning a T8 printed OLED 8.5 generation line project; Huike is also preparing to validate OLED technology on the Changsha project. …… South Korea LG is currently upgrading Guangzhou 8.5 generation OLED production capacity, and accelerate the construction of South Korea 10.5 generation OLED project. It is reported that Samsung sold LCD panel project, the vacated plant, and equipment which will also be imported to the 6 generation OLED and future high generation QD-OLED production capacity.

A certain perspective, Japanese companies out of the LCD panel camp, is indeed a “retreat”; and Korean companies are making space for OLED LCD – is to “change the road to overtake the car “, its planning is to rival “new technology downgrade strike”.

This background, the domestic LCD industry, still expanding the LCD production capacity is “worth” and “wise” becomes a problem: in fact, OLED or MICRO-LED, QLED and so on, are facing two problems.

First, with the LCD shared glass substrate TFT capacity, that is, the LCD panel line more than half of the investment in the future display panel is universal.

There are color TV and commercial display products, the development of large size “demand fierce”. The latter needs “in line with the trend of large size” of new production capacity construction. Almost all of the domestic 5 years of LCD panel new line construction, and the current capacity enhancement project, are around this trend. Is also precisely the domestic mainland enterprises to take the lead in this step, to establish the “competitive advantage” of the LCD panel manufacturing industry in Japan, South Korea, and Taiwan, and other regions.

The immediate, short, and medium-term demand for large-size LCD is still growing rapidly, which is not contradictory to the long-term view that must be the world of next-generation technology.

The sooner the next-generation technology can not achieve the standardization of technical routes, the longer the life of the LCD large size market.” That is, the risk of the domestic LCD panel industry does not lie in the “next generation” itself, but in the next generation of technology process route selection and “capacity expansion direction of the switch” timing issues.

At present, the domestic display panel two leaders, BOE and Huaxing photoelectric have built a vapor deposition technology process of the 6th generation OLED line and carried out vapor deposition and printing process of large-size OLED technology verification experiments. Domestic display industry in the next generation of technology investment is not significantly behind – due to the domestic panel sector in the large size of the LCD lead, the actual result, the domestic display panel companies to actively introduce large-size OLED urgency is not strong, this aspect of the domestic enterprises can go more relaxed some.

In addition, in the direction of small and medium-sized OLED, flexible OLED, and silicon-based OLED three characteristic differentiation, the domestic display panel industry investment, in global China, Japan, Taiwan, and South Korea in the four camps, basically, maintain the lead.

Therefore, in the display panel industry chain and the future-oriented supply battle, the domestic display industry has advantages and disadvantages, the overall advantage is greater than the disadvantages, the recent advantages are particularly obvious. Korean and Japanese companies selling LCD panel equipment, which does not constitute a reason to deny the legitimacy of investment in the domestic LCD industry chain. However, the domestic LCD industry should also pay great attention to new technologies, next-generation display direction and the degree of development, and timely “to the new track”.