Technological innovation can fundamentally change the problem

Judging from the development of the domestic flat-panel display industry in recent years, with national policy subsidies and the joint efforts of enterprises, the panel industry has developed rapidly, with dozens of production lines. Recently, the world's highest 11-generation line has also settled in China, and the panel production capacity is expected to be global the first. However, for key panel materials and components, it seems that they are not so lucky. Major international display material manufacturers such as Merck of Germany, Asahi Glass of Japan, and Corning of the United States still monopolize most of the domestic material market. For the domestic side, although there are material companies such as Chengzhi Yonghua, Sanlipu, and Dongxu Optoelectronics, it is still difficult to compete with Japanese and Korean companies that have core technologies. Most of them rely on imports.

In response, Zhang Jianwei, CEO of Nanjing Guanshi Technology Co., Ltd. said frankly: "In the past two years, in terms of polarizers, although several major domestic companies have made rapid progress, the domestic display material market has gradually entered a stage of rapid growth, but some core materials still rely on With imports, international manufacturers have further increased their investment in the domestic market, making domestic companies still have a low market share and are facing tremendous pressure."

In fact, there are two main reasons for the pressure: On the one hand, although the display panel is booming, many material manufacturers focus on output and light quality, and the production process and technology do not meet the requirements, resulting in material product quality that does not meet the standard. Oversupply, panel manufacturers and material manufacturers are under great pressure; on the other hand, limited by the international brand material market, the domestic display material market still has the disadvantage that the core technology is not too hard, and it is difficult to overcome.

Due to the late start of the domestic display industry, the core technology is basically in the hands of Japanese, Korean, and Taiwanese companies. Mainland Chinese companies can only conduct research and development through acquisition, cooperation, and technology introduction. In addition, Japanese, Korean and Taiwanese technologies are not easy Therefore, domestic companies are struggling in this display industry, especially in terms of materials. At present, there are relatively few varieties of mid-to-high-end products in the country, which cannot meet the needs of the domestic market. It is urgent to increase scientific research and development efforts.

"Therefore, to fundamentally change the problems in the domestic display material market, we can only start with technological optimization, increase investment in display material production technology projects, integrate technological advantages, strive for product technological innovation, and improve product quality and competitiveness." Zhang Jianwei said.

　　The rise of the panel industry brings opportunities to the material industry

　　 Due to the rapid rise of the panel industry in mainland China, it has brought many development opportunities to the material industry. It is precisely because of this that leading foreign companies such as South Korea's Samsung SDI, LG Chem, and Germany's Merck have built factories in the mainland to grab a share, which will inevitably bring greater pressure to the mainland's leading companies.

　　 In response to this situation, Zhang Jianwei believes that “competition is also a good thing.”

"First of all, we can make full use of our strengths and avoid weaknesses, and make full use of the advantages of domestic companies that fully integrate into the local market. To be defeated is not long-term. Only in the face of strong opponents can we improve ourselves faster; in addition, multinational companies do not build factories in China. It represents a complete occupation of the market. Multinational companies have their own advantages, such as capital and channels, but they also have their common problems. Because they are too large, multinational companies have certain limitations in terms of organizational structure, communication and coordination, and execution efficiency."

"For example, in terms of modules, domestic companies have a certain low-cost advantage." Due to the low threshold of backlight module technology and low domestic labor costs, coupled with the rapid growth of domestic demand for terminal products such as LCD TVs, The backlight module manufacturing base has gradually shifted to mainland China. According to statistics, in recent years, the output of backlight modules in mainland China has accounted for more than 60%, and China has become the world's largest production area.

　　"On the other hand, optical films have relatively cost-effective advantages. At present, optical films produced by companies with better production technology have relative price advantages and have gradually been accepted by domestic downstream customers."

　　 In addition, it is worth mentioning that the current flat panel display industry is developing towards the emerging display technology AMOLED. “AMOLED is also inseparable from materials such as polarizers, so the future domestic material market prospects will get better and better.”

According to data from the authoritative organization Display Search, the OLED industry revenue in 2015 reached US$12.4 billion, a year-on-year increase of 35%, of which the output value of AMOLED panels reached US$11.8 billion, a year-on-year increase of 36%, and the shipment of OLED TV panels reached 400,000 pieces. The amount exceeds 1 billion US dollars. In 2016, the AMOLED market is expected to reach 15 billion U.S. dollars, and OLED TV shipments are expected to approach 900,000 units. With the gradual deepening of OLED displays in TVs, mobile phones, monitors, wearable devices, tablet computers, and automotive display applications, OLED displays are expected to occupy more than 30% of the overall market share in 2020.

　　 The AMOLED display industry is about to enter a period of industrial explosion, and Chinese companies are expected to usher in the opportunity of "curving overtaking".

　　 The domestic polarizer industry will usher in spring

　　 For a long time, the state has encouraged the development of the LCD industry, and at the same time attaches great importance to the development and production of related supporting materials such as polarizers and optical films. Now, with the shift of the focus of the LCD panel industry to the country, the development of polarizers and other materials has been driven. In addition, foreign polarizers have long supply periods, high costs, and low guarantees, and domestic customers are beginning to tend to use domestic polarizers. "The domestic polarizer market is gradually expanding, and the development of the domestic polarizer industry will usher in spring." Zhang Jianwei is full of expectations.

　　 Nanjing Guanshi Technology was established in 2002 with a registered capital of RMB 11.46 million. The headquarter is located in Nanjing Economic and Technological Development Zone, covering an area of ​​25,000 square meters. Established in January 2002, it is committed to the production and research and development of liquid crystal display sheets (polarizers, optical films, OLED die-cutting) and related components. At the same time, it is engaged in the promotion and promotion of rail transit, automotive products, and industrial home appliances. Sales have four polarizer production lines, which can meet the cutting requirements of 5-100 inch products. Two of the laser production lines have the three advantages of high precision, high efficiency and low pollution, and can produce products of 32-100 inches. In addition, it has two traditional improved production lines, which can produce 5-32 inch products, which can meet customer requirements in terms of straight angle, end face quality and dimensional accuracy.

　　Guanshi Technology's products mainly include:

　　 1. Special supporting products for the LCD panel industry. Including polarizer, optical film (diffusion film/reflective film/prism film);

　　 2. Liquid crystal display functional device related products. Including major products such as surface protection materials, insulating materials, wave absorbing materials, and cushioning materials. From LCD to OLED industry, from components to consumables, it can achieve all-round correspondence;

　　 3. Open cell products, including LCD panels, upper polarizers, lower polarizers, COF, PCB and other major products;

4. Rail transit and automotive products, including fixing materials, bonding materials, sealing materials, cushioning materials, sound insulation materials used in various interior and exterior decorative parts and components of various vehicles, such as 3M tape, sound-absorbing cotton, foam, and hasp , Grinding, etc.

After years of combining theoretical research and engineering practice, Nanjing Guanshi uses domestic industrial technology to continuously improve and upgrade itself, and at the same time learns from foreign advanced industrial technology to form a strategic development committee with the company’s technical personnel and well-known experts in the industry as the core. A group of cutting-edge talents from well-known universities and companies are committed to the research and development of polarizer products.

　　 Looking forward to the future, Zhang Jianwei said that he hopes to improve product quality and expand sales through increasing technical investment and product development. "We will continue to increase the research and development of polarizers, backlight components, OC components and other products, continue to optimize the process, improve production efficiency, reduce product costs, improve product quality, and form the company's core competitiveness. At the same time, we It will also develop new products and new processes and look for new profit growth points."