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Industry information

Weekly Report of Electronic Industry: Large-scale Development of LCD TV with Gradual Mass Production and Assistance of Advanced Generation Line

Source: Time:2018-09-20 14:23:19 views:

Last week's market review: Last week, the Philadelphia Semiconductor Index fell 1.36%, Taiwan Electronics Index rose 0.11%, Shenwan Electronics Index fell 1.82%. Shenwan Electronics Index ranked 25th among all Shenwan industries. From the point of view of subdivision plate,

Last week's market review: Last week, the Philadelphia Semiconductor Index fell 1.36%, Taiwan Electronics Index rose 0.11%, Shenwan Electronics Index fell 1.82%. Shenwan Electronics Index ranked 25th among all Shenwan industries. From the point of view of subdivision plate, last week Shenwan Electronics theme plate rose by 2.69% PCB plate, 1.50% semiconductor material plate and 0.06% optical component plate. Last week, 93 companies in the electronics sector rose, 8 companies remained flat and 113 companies fell. Among them, Shennan Circuit (+61.06%), Jingquanhua Circuit (+16.22%), Junye Guangdong (+14.45%), Jucan Photoelectric (+14.17%) and World Games Circuit (+12.47%) have increased a lot.
This week's industry view: On December 25, a total investment of 28 billion yuan of Xianyang 8.6 generation LCD panel production project was officially lit up in Xianyang High-tech Zone. On December 28, China Electric Panda 8.6 generation LCD panel project with a total investment of 28 billion yuan was officially lit up in Chengdu. In recent years, LCD TV shipments have increased year by year. Displayresearch data show that global LCD TV shipments will reach 245 million units in 2017, especially for large-scale products. Therefore, Chinese manufacturers have invested in the construction of advanced generation lines. In addition to the newly lighted Xianyang and Chengdu 8.6 generation lines, by 2020, including Beijing Oriental, Huaxing Optoelectronics and Foxconn, seven 10.5 generation lines will be built worldwide. In recent years, the whole display industry is developing towards large size and high definition. 8.6 inch production line can cut 55 inches and 58 inches of TV panels, while larger 65 inches and other TV panels need higher generation line products to cut. The gradual mass production of the advanced generation line will further promote the development of LCD TV to super-large size. We suggest two directions for layout. Firstly, we should pay attention to the subdivisions with large demand and good growth in downstream industries. The growing demand will become a stable driving force to promote industrial development, such as optical components and display devices, which have a high growth space. Second, we should pay attention to the subdivisions supported by the state, such as semiconductors.
Key recommendation companies: (1) Quanzhi Technologies: Quanzhi Technologies is the only chip design company with independent IP cores in A-share. Its products are mainly smart terminal application processors and smart power management chips. In recent years, Quanzhi Technology has focused on the layout of vehicle networking and smart home. In the field of smart home, the company's chips have been used in Jingdong Dingdong and Millet Sweeping Robot and other well-known products. In the field of vehicle networking, the company has also mass-produced products such as traffic recorders, and has established good cooperative relations with renowned enterprises such as Lingdu. In the future, with the development of smart home and vehicle networking industry, the company's performance is expected to grow further. (2) Ziguang Guoxin: Ziguang Guoxin is an IC design enterprise. Its main products include smart chip products, special integrated circuit products and storage chip products. At present, the company's DRAM memory chips have formed a relatively complete series, in addition to the company's development and completion of NANDFlash new products have begun to market promotion. With the systematic implementation of the national integrated circuit industry policy, the application of memory chips and memory modules in servers, personal computers and consumer areas is growing rapidly, and the company is expected to achieve better performance in the future.