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2017
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3D Glass Added War at the End of the Year, Lianchuang Electronic Investment 1.22 billion Fund Enterprise
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On December 25, 2017, Lianchuang Electronics, which is located in Jiangxi, a large touch province, issued two major foreign investment announcements, namely, 0.99 billion yuan's announcement on the proposed investment to establish Jiangxi Lianchuang Optical Industry Fund Partnership (limited partnership) and 1.22 billion yuan's announcement on the proposed investment to establish Jiangxi Lianchuang 3D Glass Industry Fund Partnership (limited partnership).
Lianchuang Electronics said that in order to further expand the main business of Lianchuang Electronics and further implement the company's strategic layout, it plans to initiate investment in the establishment of Jiangxi Lianchuang Optical Industry Fund Partnership (Limited Partnership) (tentative name), a sub-fund of Jiangxi Development and Upgrade Guidance Fund. The planned scale of the fund is RMB 0.99 billion. As a inferior partner, the company plans to contribute RMB 0.309 billion. The funds raised by the fund are mainly used to develop the company's optical industry, the investment project company-Jiangxi Lianchuang Jisheng Optical Co., Ltd., with the help of the company's rich industrial resources and core technology, plans to complete the construction of the "industrialization project with an annual output of 0.2 billion high-pixel mobile phone lenses" in two years.
Jiangxi Lianchuang 3D Glass Industry Fund Partnership (Limited Partnership) (tentative name), a sub-fund of Jiangxi Development and Upgrading Guidance Fund, is proposed to invest RMB 1.22 billion yuan. As an inferior partner, the company plans to contribute RMB 0.365 billion yuan. The funds raised by the fund are mainly used to invest in the project company Jiangxi Lianchuang Hengtai Optoelectronics Co., Ltd. (tentative name), with the help of the company's rich industrial resources and core technologies, it is planned to complete the construction of the "industrialization project of 50 million pieces of 3D curved cover glass per year" in one year.
The biggest component change in the smartphone industry in 2017 is the large-scale popularization of mobile phone dual camera, full screen display technology, and the return of glass body. Double camera greatly simplifies the waiting time when taking photos, greatly reduces the research and development cost of enterprises without AI algorithm optimization capability, and can also accumulate experience in structural design and calibration to serve the hardware in future AR\VR application scenarios. The industry has a great opportunity to popularize rear double camera to front double camera, increasing the annual demand for mobile phone lenses in the industry from nearly 4 billion to more than more than 5 billion, the industry gap is still relatively large.
Compared with the hot market of mobile phone lens, the path of mobile phone industry in glass machine is more tortuous. At the beginning of the year, the industry unanimously expected Apple to use 3D glass to cater to the market on its new models of the year. A number of listed companies have issued public announcements, with investments ranging from nearly 100 million yuan to over 10 billion yuan hitting the processing of 3D glass cover plates.
Including Ruisheng Technology Changzhou's total investment is 12.8 billion yuan, Lansi Technology's total investment in South China's factories is 4.5 billion yuan, Shengli Precision Anhui Shucheng's total investment is expected to be 3.285 billion yuan, BYD Shantou's Haojiang District's investment is 1.05 billion yuan, the existing factories are used to invest 0.6 billion yuan to build a 3D glass project, Ophelia Light's investment is 95 million yuan, accounting for 95% of the shares, etc. to set up a 3D glass joint venture in Nanchang. This does not include the expansion of the original Ripida, Kolishi, Voge and other enterprises.
After many tests, Apple found that the strength of 2.5D glass was significantly higher than that of 3D glass after polishing, so the design of 2.5D glass cover plate was still used for both glass front cover and back cover. Apple's inaction, as well as Samsung's limited purchase volume, coupled with the lack of influence of domestic brands, resulting in the industry's investment in 3D cover glass enterprises, the production capacity growth is very slow.
In fact, as the front cover plate of 3D glass involves the problem of display optical quality, the processing difficulty has been relatively large. How to ensure that the optical performance of 3D glass will not deteriorate after 3D hot bending and heat treatment, optical coating and appearance decoration processing has always been a difficult point for the industry to control. However, Lansi and Bourne, who have processing experience in this field, have to catch up with the doubling of orders brought about by Apple's double-sided glass body and have no more resources to serve other brands, resulting in the slow accumulation of technology and experience in 3D glass processing in the industry. The industry has failed to learn from the mature technology of large companies to improve the quality of its own products.
Therefore, in 2017, there will be a small number of orders for 3D glass cover plates in the industry, all of which will be divided up by several established 3D glass enterprises such as Ruibita and Kolishi. Other new enterprises will either grab a small number of orders for 3D glass battery back covers from these established 3D glass enterprise mobile phones, or the project will proceed slowly or they will make 3D protective films.
However, the popularity of 5G high-speed network is in sight, and the cost of non-metalization of smart phones is relatively low. In the past two years, the 3D glass protection film market has run into a batch of 3D hot bending equipment and a large number of skilled industrial workers. In addition, the 3D glass battery back cover can be easily upgraded from the 3D glass protection film to be produced by downgrading the 3D glass front cover plate equipment, making industrial enterprises and industrial capital still very optimistic about the future market.
In fact, with the exploration of equipment and technology more and more mature by manufacturers such as Yuanyang Xiangrui, the technical threshold and capital threshold for the industry to enter 3D glass hot bending processing will be greatly reduced. Coupled with the mass production experience accumulated by Chinese mobile phone industry chain enterprises over the years, I believe we will soon find a way to reduce the cost of using 3D glass cover plates in mobile phone applications.
Lianchuang Electronics is a major touch screen supplier in the industry. It has its own Lianchuang chip resources and algorithm support, and has a huge capacity expansion space. It has a very good relationship with upstream panel enterprises. Downstream also has a large number of liquid crystal module capacity exports. When the smart phone double glass body is about to return, the layout of 3D glass cover business will bring some demonstration effect to the industry.
However, the commercial trial of 5G network will begin in 2018. No matter what, brand mobile phone enterprises will add functions supporting 5G network to flagship models. In combination with the promotion of wireless charging in the industry, 2018 will definitely be the key year for 3D glass cover to defeat 2.5D glass cover.
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