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>> Chinese panel makers rush to buy equipment OLED panel fears oversupply next year 12th,March,2018
Bernstein visited the Asian electronics supply chain and talked with 23 companies and experts. He claimed that there was a "China Syndrome" in the industry. The land planters were madly purchasing favorable upstream equipment manufacturers, but over-investment may cause OLED panels to run large in 2018. trouble.
The Motley Fool and Barronˋs reported on the 16th that Bernstein’s Alberto Moel, Mark Newman, Stacy Rasgon and others reported that in the panel section, Luchang’s sprinted OLED production capacity exceeded the expectations, and equipment and material suppliers were the OLED capitals. The beneficiaries of the spending cycle. There is similar situation in the semi-conductive part, the land factory invests 3D NAND massively, the demand of the semi-conductive apparatus rises greatly. In terms of memory, the current DRAM supply is still tight, and 2017 DRAM quotes remain optimistic.
Bernstein warned that the Luyuan plant has been aggressively expanding its production capacity, and OLED may fear oversupply in the future. According to the report, Bernstein pointed out two weeks ago that capital expenditures for the 10th generation of LCDs and OLEDs have skyrocketed and major problems will occur in the second half of 2017 and 2018. Visiting banks in Asia also confirmed that panel makers based in China are desperately expanding OLED production capacity (see chart).
However, the current OLED panel is still hot. The report said that in the second half of this year, it is expected that Samsung will ship 80 million sets of smartphone OLED panels to Apple. OLED profits will be better than expected, and operating margin will increase from 20% to 25%. As OLEDs are supplied to Samsung Electronics and Apple, even though China's smart machine OEMs are willing to pay double the price of LCD panels to purchase OLEDs, they still cannot get goods. The Apple OLED contract is an unconditional payment contract (Take-or-pay contract), and the flexible OLED panel has an average price of 75 to 80 dollars, which is much higher than the 30 dollars of the hard OLED panel.
The Wall Street Journal (WSJ) Japanese version reported on the 7th, according to a person familiar with the details, Sharp plans to expand its OLED panel production plan by approximately 1,000 billion yen, and plans to hold multiple domestic Japanese companies in the next year (2018). The monthly output of the OLED panel at the plant has been raised to a minimum of 30,000 pieces, and the investment amount will be 74% higher than the amount announced in September last year. This is mainly to catch up with Samsung and attack Apple iPhone orders.
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