Korea LG Display Company on October 27, 2016 in Beijing, a hotel for media organizations held a briefing on the company’s organic EL (OLED). According to LG display of information, the company’s OLED business unit president and president Lu Xiangde said at the briefing, “the next three years, organic EL will account for 50% of the global high-end television market.”

On the production of organic EL panel, Lvde De said, “compared with the LCD panel, although technically very difficult, but we will improve the stability of manufacturing yield to 80%, from August this year to ensure that the monthly production of more than 100,000 Production capacity. ” In addition, it also announced plans, “will be based on this, through increasing production line investment, the production capacity in 2017 to expand to 2 million, 2018 to 2.5 million.” mg300j2ys50

Sales, Lvde De said, “as of September 2016 has accumulated sales of 1 million, in China, North America and Europe and other places of high-end TV market, organic EL TV plays a leading role”, “especially the North American market, 55 inches Organic EL TV in the $ 2000 more than the high-end market, 65-inch organic EL TV in more than $ 3,000 high-end market have received more than 50% market share. fp50r12ks4c

According to Mubadala’s September 2016 first half financial report, its semiconductor technology division (mainly Global Foundries) net loss of $ 1.35 billion, compared with the first half of 2015, a substantial increase in net loss of 67% , More than 2015, the annual loss of 1.3 billion US dollars.

Global Foundries was founded in 2009, split from AMD, the United Arab Emirates Abu Dhabi Advanced Technology Investment Company (ATIC), now the Mubadala Development Corporation (Mubadala) joint investment in the establishment. Since its creation, Global Foundries net profit margin is always negative, the first half of 2016 is the bottom, to -54%. As the core research Gu Wenjun analysis, a huge R & D investment, expensive equipment and depreciation costs for Global Foundries, like a snowball in general, more and more. In more than 20 billion US dollars, do not invest, then come to naught; re-investment is still earnings no period. Global Foundries is actually caught in a vicious cycle. uln2308

As the world’s third largest foundry, as of June 30, 2016, Global Foundries total assets of 20.3 billion US dollars, total liabilities of 4.3 billion US dollars, equity ratio of about 27%, could not help people on the prospects of Global Foundries worried . In technological innovation, Global Foundries year after year have also been frustrated. In the screwed 28nm, even proud of the 14nm process, it is not independent research and development but by Samsung authorized, can not help but allow the industry to its own R & D capability has been criticized. Recently, Global Foundries suddenly jumped 7nm R & D process, compared with other rivals, “pie” type adventure is still uncertain.

In recent years, China’s rapid development of the semiconductor industry, the design company is a meteoric rise, the status of the global semiconductor industry has become increasingly important. Coupled with the State Council promulgated the “Industry Promotion Program”, announced the establishment of large funds for the IC industry to create a positive environment. In order to avoid the formation of China’s domestic semiconductor industry after the climate was excluded from the Chinese mainland market, the semiconductor manufacturers have recently set up factories in mainland China to actively layout, hoping to carve up this big cake. bul6802

For the plight of the Global Foundries is more like a “life-saving straw” in the country to discuss several cities were rejected, with a municipal government signed a memorandum of cooperation in the local joint venture set up factories. Compared with other direct competitors, taking into account the Global Foundries joint venture approach, almost no introduction of the most advanced process technology, so that its competitive advantage gone. “Its own” Global Foundries hopes to rely on the Chinese mainland market “back to life” or through the “Fudge” to sell a good price, we can imagine the challenges are far greater than the opportunities. And from the signing of cooperation has been more than four months, has not made any new progress, so that 2017 is scheduled to put into operation has also become unknown.

Integrated circuit is the country’s “basic, pilot, strategic” industry, the importance of self-evident. The State Council promulgated the “Outline” also clearly to “focus on resource breakthroughs” is to prevent the policy introduced after the industry overheating phenomenon, to avoid duplication of low-level construction. According to the International Semiconductor Association (SEMI) 6 at the end of June released the past two years, the global wafer fab forecast report, 2016-2017 years, the comprehensive 8-inch, 12-inch factory, to determine the new fab there are 19, of which China Accounted for 10 seats. With the increasing concentration of the industry, the risks and challenges are also increasing.

At present, many local governments to invest a lot of financial and human resources, the blind development of the integrated circuit industry, hoping to stimulate local GDP. However, with the taxpayer’s hard-earned money to foreign companies throw Hydrangea, and ultimately fierce competition with domestic enterprises, just in the high-speed development of China’s semiconductor industry may not be a good thing. This year, the state has introduced a major decision-making life-long accountability, before many local governments in order to “face project”, the ultimate cause of huge losses is still vivid in my mind, the current must not “ill”. Otherwise not only easy to make their own huge financial risk share, facing administrative responsibility; also hindered the country to vigorously support the domestic semiconductor industry consolidation and development of large steps, and the mainstream ideas run counter to.

Today, one out of every four FPDs is manufactured and sold by Chinese manufacturers. Not just for large-scale TV panels, smart phones with small and medium-sized panel area, the Chinese manufacturers are also rapid rise. Following the LCD, the Chinese manufacturers have also had a strong interest in OLED. Moreover, following the TV and smart phones, the Chinese manufacturers have emerged to develop vehicle equipment and VR terminal market dynamics.

Today, China’s display industry in mind? What will be the action? China Optics and Optoelectronics Industry Association Liquid Crystal Branch (CODA) Secretary-General Liang Xinqing in August 2016 held in Shanghai, “China Beijing International Display Industry Summit 2015″ pre-conference, . In his speech, he analyzed the current position of China’s display industry for the interpretation of the future strategy to give important enlightenment. The following is a description of the specific content of the speech.

4 Taiwan, there is a Taiwan is the mainland production

Liang Xinqing first introduced the status of the display industry. The growth rate of the global FPD market in the first half of 2016 (compared to the previous fiscal year, based on supply area) was less than 1%, unchanged from the previous year. By country and region statistics, the first area of ​​supply area is South Korea, the share of about 37.3%. Taiwan was second with 27.6 percent, China was third with 26.8 percent, and the gap with second place was less than 1 percent. Therefore, every four monitors in a Taiwan is manufactured and sold in mainland China. Japan came in fourth with a share of 4.5%. Liang Xinqing pointed out that the core of the competitiveness of Japanese companies, panel manufacturing has shifted from the panel technology, parts and production equipment. xcr3128xl-10vqg100c

On the current market conditions, Liang Xinqing said panel prices have stopped declining, panel makers in the performance gradually turnaround. Although the display industry in the third quarter of 2015 entered a period of adjustment, but the second quarter of 2016 has begun to recover. With this trend, the cycle of high and low (LCD cycle) shortened, the amplitude tends to decrease. So in the future to change measures to reduce the impact of the LCD cycle.

Next, Liang Xinqing introduced the display application market. He first pointed out that the Chinese market is the driving force of world economic growth. And, in the application of innovative products, driven by the display market will expand. He listed three specific examples.

The first is to stimulate demand for laptops through the use of low-temperature polysilicon (LTPS) and oxide semiconductors. Through the development of high-precision, low-power panel, to extend the laptop battery life, to stimulate the redemption requirements. Now, Japan Display (JDI), Taiwan’s AU Optronics, and China Tianma Micro-electronics are working with PC makers to develop such panels. The second is a 32-inch monitor with a curved surface display. Huike (HKC) in the end of 2015 launched the display, in the Chinese Internet cafes market share of 14%, jumped to second in one fell swoop.

The third is the UHD (4K) TV. From the second half of 2015, panel makers in order to avoid the impact of low LCD cycle, started with the whole enterprise to increase UHD TV panel supply, this initiative has played a role. Liang Xinqing said that in the first half of 2016, more than 55% of the TV market in China UHD market share of more than 80%, UHD has become the standard for large-screen TVs. uc3864

Smart phone is followed by a manpower VR era is coming

Liang Xinqing then introduced the new market development. First talked about the car display. China as early as 2015, aimed at this area. Predict the market scale of car monitor of 2015 will exceed 5.5 billion dollar, it is estimated that will increase by 400 million dollars every year in the next 5 years.

Liang Xinqing introduced the next new market is the VR terminal. “(VR) may be like smart phones and tablet PCs, like entering the era of a staff.” He also pointed out that South Korea’s Samsung Electronics, the United States, Google, Facebook VR technology as the future development of important Topics. In terms of current market size, sales are expected to be approximately $ 5.1 billion in 2016, with shipments reaching 38.9 million units. In addition, in the evolution of the VR terminal display, the size of the screen is increased, the degree of fineness is improved, the response speed is increased and the power consumption is reduced.

2025 OLED will enter the maturity of the LCD into recession

Technology trends for the display, Liang Xinqing pointed out that the existing technologies such as LCD will continue to evolve, but there are 50 years after the commercialization of technology has been eliminated after the “life cycle.” The commercialization of TFT liquid crystals began in the 1980s. After the growth period, is now in maturity. But Liang Xinqing said that by 2025, with the commercialization of flexible displays, TFT LCD will enter a recession. At the same time, OLED will replace the TFT LCD, usher in a mature period.

So, there will be a follow-up of the rise of new technology OLED it? Liang Xinqing in the speech talked about the new technology with Apple and Samsung Electronics concern “mini LED”, “QLED” and “Printed Electronics” these three.

Micro-LED is made up of tiny LEDs as pixels. Can achieve higher resolution than the OLED and contrast, and low power consumption, so Liang Xinqing predicted that Apple will be in 2018 for the “Apple Watch” with this screen, the chip installation issues are resolved, the scope of application Will be further expanded.

QLEDs use quantum dots as light emitting elements such as LEDs or OLEDs. Samsung Electronics as a candidate for television display technology, now seems to be promoting the development. The company believes that QLED is expected to solve the cost of large OLED, reliability issues. But Liang Xinqing also said that Samsung will eventually use which technology is still unknown.

For printed electronics, Liang Xinqing, said: “Because it has started in the field of touch panel applications, it is expected to be used in the field of display panels.

Manufacturers of display equipment, materials and parts manufacturers pay special attention to the future trend of investment in equipment. Liang Xinqing said, to South Korean manufacturers and manufacturers in mainland China as the center, investment is still showing an expansion trend. The following is Liang Xinqing show the next 3 years the main panel business investment plans.

China’s display industry is now the location

The following is a leap in the development of Chinese manufacturers is the strategy. Prior to this, Liang Xinqing introduced the status of China’s display industry.

Liang Xinqing first said that the influence of Chinese panel makers is expanding, and in the main application market, the Chinese panel companies gradually mastered the high share. 2016 share in the global market in the first half as follows: smart phones with 36%, 44% for the Tablet PC, LCD TV with 35%, feature phones (traditional mobile phone) with a share of 66%.

Moreover, China as the world’s largest IT product consumer market and production base, China’s panel production capacity may reach the world. In terms of technology, Liang Xinqing that China’s TFT LCD technology has reached the advanced level, China has become the OLED technology research and development of “one of the three major powers.” On the upstream (production equipment and parts) to the downstream (products, services) of the industrial chain, Liang Xinqing said that China is now available in the domestic procurement of some equipment and spare parts, nurtured many enterprises with independent intellectual property rights.

China ‘s display industry strategy

In the future, China will be how to develop the display industry? Liang Xinqing introduced China’s policy direction. In terms of investment in equipment, the Government will continue to maintain the principle of leading to further strengthen the industry. So that the semiconductor and the display grow together. Promote the fine chemicals, intelligent manufacturing equipment, metal materials, polymer materials industry to grow and develop. To meet the diverse, personalized terminal requirements, the birth of the Internet era of new service models and business forms.

Next, Liang Xinqing on China and Japan’s display industry’s competitive and complementary relationship. In the downstream industry (end product), the competition between enterprises is low, complementary high, therefore, China’s downstream enterprises in the future when going overseas, there may be brand appeal with the Japanese downstream companies. In the midstream industry (panel), the competitive relationship between enterprises will gradually weaken, but has not yet shown a complementary. In the upstream industry (equipment and spare parts), complementarity is very high, the future should become an important area of ​​cooperation.

Finally, Liang Xinqing expressed the expectations of the Japanese display industry. He first pointed out that China and Japan display industry have the opportunity to achieve “from competition to cooperation,” the relationship change. Sino-Japanese display manufacturers should be concerned about the scope of cooperation and innovative cooperation model. Liang Xinqing also said that the cooperation opportunities in materials, equipment and new technologies are full of charm for both China and Japan, and the Sino-Japanese cooperation carried out by CODA, the secretary-general, has far-reaching significance.

The rise in Chinese demand led to strong performance gains for Japanese semiconductor equipment makers, with sales of Tokyo Electron and Disco reaching record levels in the Chinese market. China’s demand for semiconductor equipment, and engineering machinery, steel production market conditions show two things.

According to media reports, China’s chip equipment demand, partly because the government in the training of the semiconductor industry, the Chinese government support is the Japanese equipment manufacturers in China rose one of the driving force. April to September this year, Tokyo Electronics revenue in China increased by 60% in the year, more than 483 million US dollars, accounting for 20% of revenue in China in March 2008 when only 4%.

Tokyo Electronics’ film deposition and etching equipment revenue rose the most, the two devices are used in the production of large-capacity 3D memory. If the performance continues, the annual revenue is expected to break through last year’s record-breaking fiscal year, 63.6 billion yen.

Disco is a major wafer cutting equipment manufacturers, 2016 fiscal first half revenue growth of more than 10%, to 14 billion yen, the company a quarter of revenues are from the Chinese market. sbl2040ct

Meanwhile, Tokyo Seimitsu’s wafer inspection equipment and other product sales also hit a record 4 billion yen, and now China chip manufacturing equipment market revenue, has replaced the use of automotive manufacturing measurement equipment, as the Chinese market profit The main source. Reported that the three companies total revenue is down, but China’s strong demand to support the profit base.

Benefit from the smart phone market, China’s semiconductor device market size of 10 trillion yen, but China’s local electronics manufacturers rely heavily on imports of semiconductors, in order to increase China’s chip production, the Government will support the semiconductor industry as a priority policy, through subsidies and Other forms of support encouraged the construction of semiconductor plants in China. Japan chip testing equipment manufacturers Advantest (Advantest), to strengthen the marketing operations in China.

In March this year, TSMC and the Nanjing municipal government reached an agreement to build factories, Intel and Samsung Electronics in Dalian and Xi’an have factories, these three manufacturers are Japanese manufacturers of large customers. But the Japanese equipment manufacturers to look at these orders from the three major chip factory is not a permanent downwind, in response to increased demand for the Chinese market investment will one day be over. nup2105l

Mainly because of China’s semiconductor industry will sooner or later self-sufficiency. Reported that the only promising contender is the contract manufacturers, such as Wuhan Xinxin Semiconductor.

Competitive and competitive chipmakers that can design and develop cutting-edge products are no easy feat, the report quoted IHS analysts as saying that even if the Chinese government were to meet the challenge, competition from foreign rivals could lead to oversupply. In short, China vows to become a chip manufacturing base, on behalf of the Japanese semiconductor equipment demand is only temporary.

ARM (R) (NYSE: ARM) today announced new chip interconnect technology that will increase the data throughput of high-performance computing (HPC), data center and cloud applications.

A month ago, ARM and Fujitsu jointly developed the supercomputer Post-K Computer to replace Riken’s supercomputer K Computer, Scientific Computing World reported. uln2308

ARM introduced the Scalable Vector Extension (SVE) on the ARMv8-A architecture to accelerate HPC performance.

ARM Introduces New Interconnect Technology The ARM CoreLink CMN-600 Consistent Mesh Network Interconnect and the CoreLink DMC-620 Dynamic Memory Controller enable higher data throughput for the latest ARM architecture-on-a-chip. The company said the new technology can provide 5 times the throughput, and more than 1TB per second bandwidth.

Monika Biddulph, general manager of the ARM Systems and Software Group, said that cloud-based demand requires better computing power from the service provider’s infrastructure. The new CoreLink system IP is based on the ARMv8-A architecture and offers flexibility to integrate different operations for optimal operation.

ARM in recent years also actively developing university computing technology. Since announcing the development of Post K Computer with Fujitsu, ARM has been working to improve the performance of high-performance computing. At the Hot Chips conference, ARM and Fujitsu also published SVE. bul6802

There are two main risks to high-performance computing. First, there is always the possibility of investment in new technology failure; Second, the industry is using the relevant technology, perhaps a technology is suitable for high-performance computing, but if not adopted will still fail.

Supercomputers also require high-bandwidth memory systems. The use of ARM processors to replace the current K Computer inside the SPARC processor, has been in the high-performance computing community caused a lot of topics. If ARM can use the ARM architecture to provide special features, may have the opportunity to lead the trend.

The world’s largest semiconductor foundry Taiwan Semiconductor Manufacturing (TSMC) will accelerate the development of state-of-the-art technology. The company plans to invest 300 to 400 people in the R & D team to start the circuit line width reduced to 3 nanometers (nanometer for 1 billionth of a meter) of micro-product development. Is expected to start mass production by 2020. The company showed in the technology development speed to South Korea’s Samsung Electronics and other competitors left behind the gesture.

TSMC co-executive (CEO) Liu Deyin recently attended the industry group conference held in Hsinchu, northern Taiwan, China, revealed the news. TSMC’s main business is the production of smart phones with large-scale integrated circuits (LSI), including the US Apple and mainland enterprises, including a wide range of customers. Liu said the technology is the lifeline of TSMC, suggesting that continue to lead the development of global competition determination.

In the semiconductor field, in order to improve processing power and reduce costs need to narrow the width of the circuit, around the goal of this enterprise has been fierce competition. 08-55-0102

TSMC in Apple-oriented mobile phone “iPhone” has an advantage in supply, but in the “iPhone 6s” was accelerated on the miniaturization of Samsung took the share. In Apple’s September listing of the latest “iPhone 7″, TSMC’s 16 nanometer-class products are considered to win the exclusive right to supply.

It is estimated that TSMC will start by the end of 2016 to 2017 in the first half of 10-nanometer production volume, the first half of 2018 to start 7-nanometer product volume. Many view that the advent of 5-nanometer products to wait until around 2020.

TSMC to promote the line width of the fine, it will also accelerate the development of new products. These products will support new IT technologies that have grown in the developed world. Liu cited areas such as automobiles, the Internet of Things (IoT), and artificial intelligence (AI), indicating that these areas will be the driving force behind future growth. tps7133

With the mainland smart phone manufacturers such as the rise of China’s Taiwanese semiconductor design and development of large enterprises MediaTek 60% of the sales began to rely on the mainland. Liu also showed concern about the mainland market attitude, but stressed the need to maintain and developed countries, the relationship between the customer.