MTL - Rebirth 2002: Nano Life-v3 Chapter 49 Electronic Paper Shipments in 2004

On February 19, the National Development and Reform Commission officially announced the detailed rules for the approval system for mobile phone licenses.

The "Several Regulations on the Approval of Mobile Communication Systems and Terminal Investment Projects" promulgated by the National Development and Reform Commission states that all enterprises that want to enter the mobile phone industry must submit an application report to the National Development and Reform Commission of the province where they are located, and report to the National Development and Reform Commission for approval after preliminary examination. You can apply for a license directly to the National Development and Reform Commission.

Interestingly, the NDRC did not set too high a capital threshold for the mobile phone industry in the new regulations. According to Article 8 of the "Regulations", an entity applying for a mobile phone investment project "has a registered capital of not less than 200 million yuan".

"200 million yuan, the current registered capital of Xia Meng Electronics has exceeded!" Yang Zhihao still did not give up.

But at the same time, the National Development and Reform Commission blocked the door for system equipment manufacturers and emerging companies to directly produce 3G mobile phones without licenses. The new regulations clearly stipulate that all investment in system equipment and mobile phone projects, including GSM, CDMA and future 3G standards, must be approved. In order to invest in system equipment, the applying unit must have a “registered capital of not less than 300 million yuan”.

Chen Yizhe said with a smile, "Applicants for licenses must be enterprises specializing in the research, development, production and sales of electronic products, with a business history of more than three years. Our company does not meet this requirement."

"What's so difficult about this, wouldn't it be enough to directly acquire a qualified electronics company!" Yang Zhihao said, "Our company has a research and development center, a complete development platform and research environment, and complete hardware for the whole machine and unit circuit. Design capabilities, software development capabilities based on chipsets and protocol stacks, and structural design capabilities. The company satisfies every one of the clauses required in these "Regulations."

Just a day before the release of the "Regulations", the National Development and Reform Commission just issued an investment warning, saying that the risks of investing in the mobile phone industry are increasing.

In order not only to quell the public anger of the market and enterprises over license approval, but also to protect the overall interests of the mobile phone industry to a certain extent, the National Development and Reform Commission chose to issue the much-anticipated new license policy on the statutory rest day after the warning one day.

Chen Yizhe shrugged, "Not to mention the Ministry of Information Industry's mobile phone network access license, according to previous speculations, under this new policy, at least 100 companies have applied for licenses, and there may be only 5 companies that can obtain licenses. Do you think our company can get a license?"

Hearing what Chen Yizhe said, Yang Zhihao also felt that there was little hope. If it was based on the company's scientific research strength, then Xiameng Electronics would still have a chance to compete. However, given the current situation in China, it is certain that state-owned enterprises or enterprises with close ties to the government can obtain the license.

"Brother Yang, give the company another two years. I guarantee that the company will enter the mobile phone industry in 2007!" Chen Yizhe laughed.

In 2007, it was the period when the first generation iPhone was sold.

In the past two years, due to the emergence of the iPod, the iPod is not as popular as it was in the previous life. In January of this year, the total sales of iPods in Apple's statistics were 7 million units. You must know that the sales volume of iPods in the previous life exceeded 10 million units at the end of 2004.

I don't know what will happen to the iPhone when Xiameng Electronics' mobile phone is launched? Chen Yizhe thought about it and felt quite looking forward to it.

…

One month after Xia Meng Display settled in the industrial park, that is, on March 2, the launch meeting of the National Display Innovation Center was held in the Industrial Park of LG District, Pengcheng City, Guangdong Province. Mainly facing the major needs of the innovation and development of electronic paper display devices and materials, aiming at the R&D supply, transfer diffusion and first commercialization of key common technologies, build a public open platform for the integration and R&D of electronic paper and flexible display technology, and create an electronic paper display industry ecology Gather circle.

The next day, Sohu Technology published a news titled "2004 Mainland China's New Display Shipment Area Fourth in the World".

In the news, reviewing the new display industry in mainland China in 2004, it mainly introduces various display technologies and their application fields, and focuses on ink screen and electronic paper technology.

At present, the ink screen is mainly used in small and medium-sized screens under 10 inches, while the application range of electronic paper is wider. Application products include televisions, mobile phones, readers, electronic dictionaries, instruments and equipment, pda, digital cameras, handheld game consoles, DVD players, automotive electronics, monitors and so on.

Electronic paper is far superior to plasma and liquid crystal displays in a number of technical indicators. It can be used as a flexible display screen that can be curled like paper, and can be used in low-temperature environments where LCDs cannot work. , is also the only domestic leading international display technology.

This year's Xiameng display shipment area reached 320,000 square meters, of which the ink screen shipment area was 120,000 square meters, and the color electronic paper shipment area was 200,000 square meters. The total sales value exceeded 2.8 billion US dollars, realizing sales profits. $570 million.

Unlike other display industries, the display industry of electronic paper technology, whether it is upstream equipment manufacturing, material manufacturing or downstream terminal products, is controlled by domestic companies.

Chen Yizhe remembered the domestic flexible OLEDs that surprised the Chinese in later generations. The OLED display industry, like other display industries, is divided into three parts: the upper, middle and lower reaches. The upstream is equipment manufacturing, material manufacturing and parts assembly, the midstream is substrate manufacturing, module assembly, and the downstream. For display terminals and other applications.

In the field of upstream material manufacturing, it is further divided into ITO glass films, OLED organic materials, polarizers, and packaging materials. Among them, OLED organic materials and equipment are the most important cost components of OLED.

And Chen Yizhe clearly knows that the core materials and equipment of OLED are mainly in foreign companies, and they are in a monopoly position. In other words, there are still gaps in domestic equipment precision, material life and so on.

Taking the OLED organic materials in the future as an example, within the OLED material processing chain, the barriers to sub-sectors in each production link are constantly rising, from bulk raw materials that are fully competitive in the market to fine product synthesis ~www.novelbuddy.com~ to intermediates, Coarse monomer and monomer extension are finally handed over to the panel factory for evaporation printing of various products.

However, domestic OLED light-emitting material manufacturers mainly focus on the intermediate and crude monomer stage.

Internationally, there are obvious restrictions on enterprise and product qualifications in the procurement of OLED materials. International chemical giants such as Samsung, LG Chem, South Korea's Tokusan, and Dow Chemical have basically monopolized the mature OLED monomer market, while domestic companies are subject to material patent rights. At present, it is still difficult to intervene in the high-end material industry that is close to the procurement of panel enterprises.

In addition to the organic material side, some equipment upstream of OLED also depends on imports. Taking evaporation as an example, evaporation is the key to the OLED manufacturing process, which determines the pixel resolution and yield of the OLED panel. Therefore, the vacuum evaporation machine is like the "heart" of the OLED panel process.

However, the global mid-to-high-end evaporation machines are monopolized by RB Korea and other companies, and the production capacity is severely limited. Among them, CanonTokki is currently the world's largest supplier of OLED equipment, which almost monopolizes the vacuum evaporation machine required for high-end OLED manufacturing.

In other words, in essence, OLED faces the same problems as chips, and the upstream core production equipment is completely dependent on imports.

Compared with the enterprises that have already swum upstream to the middle reaches of the display industry in later generations, the current enterprises can only do some assembly business in the downstream. From this point, it can also be seen that the e-paper technology is so exciting to the people, and thanks to the emergence of e-paper technology, foreign countries have loosened a lot of technology in the liquid crystal and plasma display industries in the second half of this year, which is impossible. Because if the restrictions in this area are loosened again, the entire display industry in China will eventually be dominated by electronic paper technology, which is the last thing RB and Korean companies want to see.