Fighting and gathering 2017 shows that the industry will usher in a period of power

The year 2017 has already started. China's electronic display market has also entered a quiet period before the Spring Festival. From the performance of the market in 2016, the silence during the Spring Festival this year may be just a "quiet before the storm." The transformation of the electronic display industry may be officially kicked off after the Spring Festival in 2017. From the quelling of QDs and OLEDs to the elimination of VR products in Q4 quarter, the suspense left by us in 2016 is quite a lot. So if QDs and OLEDs win the TV product market, can VR technology products subvert? Product launch? These are the electronic display industry dramas that are worth watching in 2017. ● Quantum dot, OLED dispute will continue OLED camp big brother change At the beginning of 2016, there are many people in the industry who stated that the competition between quantum dot technology and OLED technology in the TV market will break down. In fact, this long-running "war" will continue. We all know that in 2016, the main camp of Quantum Dot TV's Big Brother is Korean manufacturer Samsung, and it will still be in 2017. Samsung's latest QLED cadmium-free quantum dot TV However, from the debut of the Sony OLED TV A1E at the CES2017 exhibition, the big brother of the 2017 OLED camp may become Sony. This year, QLED QD TV brought by Samsung once again upgraded QD technology. Before many people thought that QDs did not compete with OLEDs for rumors, they wouldn’t break the rumors, and how OLED camps would fight back. This year, we look at Sony. Sony A1E OLED TV TV industry as the highlight of display technology is naturally a strong wind zone where electronic display technologies converge. The industry's top two confrontation naturally becomes the focus of the display industry in 2017. From the author's point of view, the quantum dot technology and OLED war "It will continue, OLED's big brother LG may no longer be able to pick a big beam, but Sony's strong participation in the OLED camp is undoubtedly a booster, including domestic manufacturers Skyworth, including various manufacturers in 2017 will also give We bring excellent products. ● Will VR products burst out of power in the first year of 2017? Friends who have a certain concern about VR technology know that 2016 is the "first year" of VR technology products. From the HTC Vive VR and Sony PS VR and Oculus VR, the VR product line has initially formed a three-legged trend, but this "yuan Year after year, it quickly turned into “soulliness”, and the market’s attention declined. The most important content layout, short product experience, and expensive prices have become several big barriers that hinder the development of the industry. Looking at financial information, A number of VR manufacturers have seen their earnings decline in the second half of 2016, and 2017 has also become an important year for counter-offensive VR. The extent of efforts in content distribution is directly related to the fate of this industry. Sony PS VR Glasses The VR product market has been tepid from the second half of 2016 to the present. Many people in the industry believe that VR products will remain in this state until a disruptive work is introduced. According to a media interview with the president of Sony Entertainment Universal Studios recently, Apple will launch the first immersive augmented reality (AR) or virtual reality (VR) device this year. This news has been heard more than once. Before the CES 2017 show, the insider of Carl Zeiss in Germany had a low profile and Apple was cooperating with them to develop a pair of augmented reality smart glasses. It was released this year as soon as possible. It sounded pretty cool. It is worthy of domestic players' pride that there are many domestic companies that have begun to deploy VR product ecosystems. Among them, the author is most optimistic about the micro-whales. We all know that the role of VR is extensive. The role it can give us is not just to look small. Video, it is a product that needs diversified resources to support, and currently domestic domestic VR manufacturers do relatively well. Micro whale VR glasses As I mentioned before, the VR product market is in urgent need of a subversive product, and whether Apple can become a subversive person, I personally hold reservations, and I am not even optimistic about Apple's investment in this market at this time. From the technical point of view, I believe that the current VR area is still not really mature, but the current problem of VR technology is not only this one, the bigger problem lies in the content, if the follow-up VR products continue to focus on In terms of gaming and entertainment, in addition to the problems of wearing vertigo and display media, there is content as the biggest problem waiting for Apple. VR industry urgently needs a subversive product As for HTC Vive VR and Sony PS VR, Oculus VR and other well-known VR product manufacturers, I also hope they can bring more attractive products, 2017-2018 may be the year of survival of VR products. ● Hon Hai Sharp throws heavy money to build a display panel in China will usher in saturation? The biggest news in the TV industry is the rising price of LCD panels in the third quarter and fourth quarter. Display panel manufacturing has always been a high-input, capital-intensive, technology-intensive industry. Enterprises that can enter this field have considerable strength and Background, such as South Korea's Samsung, LG, China's BOE, China Star Optoelectronics, etc., and after the technology gap is continuously weakened, Japanese companies lack the sustained strong financial support, inevitably go downhill, in the confrontation with the Chinese and Korean companies Regressively, Sharp, who is the father of LCD, eventually became a subsidiary of Hon Hai Group in 2016. So far, Guo Dong has owned the super display panel coalition formed by SDP, Innolux and Sharp. The downstream also controls the Sharp brand television. It can be said that a mature production and marketing front around the display panel and television has been completed. Hon Hai Technology Group Acquires Sharp The upgrading rate of mainstream products of TV products with an increase of one inch per year seems to maintain or even increase. The market expectation for the high-generation line will be even stronger, and the estimated product specifications of the 10th-generation line or more that have been exposed are all over 65 inches. Said that between the next 5 to 8 years, these high-generation line production will always enjoy a very high market dividend. On the other hand, due to the new high-generation line production capacity and mature technology environment, the production of super-high resolution and high-order panels such as 8K or even 10K can be said to be very familiar, and in the face of the flourishing “fine image” market, the high-tech belt It will also show great adaptability. Hon Hai headed by Terry Gou As for Sharp's efforts to layout the LCD panel market so strongly, even Guo Dong will use the future panel layout as the future development direction of Hon Hai. This should mention Foxconn's cooperation with Apple. We must know that Foxconn and Apple's cooperation orders account for more than 50% of Foxconn's revenue. We know that Foxconn, at the crossroads of transition, needs to reduce its dependence on Apple. In particular, Apple is in the downward trend, and it is highly dependent on Apple that there will be huge risks. Apple heads Cook to visit Foxconn factory Therefore, Foxconn has been actively assisting smart phone customers from non-Apple to increase their product sales, and plans to use electronic panels as another business pillar to increase revenue from more non-Apple. At the same time, Foxconn has previously acquired Sharp and set up Nokia. Brands, expansion into the server and storage market, autonomous development of robots, and the layout of mainland online financial services are all related to its own transformational anxiety. From this point of view, the “high-generation LCD panel production drama” that Hon Hai and Sharp have joined together may achieve good results. After all, Hon Hai has laid a solid foundation for many years of operations, and the upstream panel makers and downstream brand product lines are making efforts at the same time. In the short-term, no one can comprehend it. China's other major manufacturers such as Huaxing Optoelectronics and BOE are also deploying high-generation night view panels and OLED panel makers. No matter who can succeed in the end, by 2019, the world will have more than 10 generations. The number of panel production lines will increase rapidly to five. At this time, Korean manufacturers will be absent from the large-size display panel battlefield. Whether it will be BOE, Huaxing, or Hon Hai Sharp, China will have to become a global display panel. The only core. to sum up: Having experienced the changes in 2016, it shows that many technologies and manufacturers in the industry have accumulated enough energy in the precipitation. This is not difficult to see at the CES2017 exhibition. When people are tired of computer mobile phones, the user's attention today. It has gradually shifted back to the TV in the living room and the emerging VR products. Television products and VR products are bound to win enough attention this year. What surprises can these manufacturers and new technologies and new products bring to us? Let us wait and see. Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.

This entry was posted in on