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Samsung and LG are shutting down all LCD panel factories in an all-round way. A lot of people think this is a big gift from the competitors to China's Panel Companies in 2020.
However, there is no reason why the two powers of global dominance will voluntarily surrender. The "conspiracy" behind Samsung and LG's factory closure is the focus of the industry. Perhaps this is not an opportunity for China's continental panel, but rather another test.
It's important to choose the right time
At the end of January, Jeong Ho Young, CEO of LG display, a display panel manufacturer in South Korea, said LG display would stop domestic LCD TV panel production in South Korea at the end of this year due to the fall in LCD prices and global oversupply. ——LG's LCD panel has an 8.5 generation line only in Guangzhou, China, in addition to its Korean production line. This means LG is not far away from the LCD panel.
Also at the end of January, Samsung display said it would shut down all its LCD panel production lines in South Korea and China by the end of this year. Samsung has completely abandoned LCD production. ——In addition to its LCD production lines in South Korea, Samsung also has one in Suzhou, China. Samsung is ready to close all these production lines.
There is a reason behind the two heavy messages. "2018-2019 years, the supply of global LCD panels has entered the stage of supply oversupply with the expansion of China's BOE, TCL electronics and Huke, and the prices of products have been declining, and individual enterprises are facing losses". In particular, the 10.5/11 generation lines of BOE and csot have actually become "large-scale leaders" and have formed competitive advantages in the technology generation. However, the choice of Samsung and LG is not only influenced by this long-term factor, but also by the "special situation" in January 2020: This is the impact of the new crown epidemic. By the end of January, the Chinese market had expected a sharp contraction in demand from January to February. At the same time, the risk of consumption growth in the global market is also rising. In March, when Samsung shut down the factory, the industry predicted that the global color TV market would shrink by more than 10% in the whole year.
"Already surplus" and "unexpected contraction of demand": the superposition of two factors makes LCD panel enterprises face a greater profit crisis in 2020. Moreover, the capacity of China's mainland is still expanding. Therefore, from the perspective of Samsung and LG's operation, closing the LCD panel factory can be regarded as a measure to "reduce losses". Samsung / LG's substantial closure of LCD panel factory this year is not only the result of long-term industrial development, but also the grasp of special time nodes!
Give up your share? No!
"The capacity of Korean enterprises to increase the size of the LCD panels in mainland China in 2020 will be increased to more than 50%-60%." many of the industry's voices like this will greatly applaud the reduction of Samsung LG.
However, in the face of this change, there are at least two questions to answer: first, in the near future, as the world's first and second largest color TV and commercial display brands, how to maintain the "LCD TV and LCD commercial display" industrial chain of Samsung and LG; second, as the world's largest panel company, will they really give up the "core manufacturing assets" of the modern display industry?
The answer to the first question has come out! In mid April, it was reported that Samsung would "purchase LCD panels" from Panel Companies in Japan and Taiwan, such as sharp, group creation, etc.: I think this strategy can achieve two things with one stone. On the one hand, it solves the problem of panel demand of its own color TV sets, on the other hand, it supports the Japanese and Taiwan regions, especially the Taiwan panel enterprises.
Under the crisis of global panel oversupply, Korean enterprises are "sad", but after all, they have "advantages of brand market" and can survive. However, for a long time, Taiwan's LCD panel industry chain has two ends outside, and its cost is less competitive than the lcd manufacturers in china mainland, and its large size lags behind that of the mainland: assuming that Japan, South Korea, Taiwan and the mainland "kowtow to the LCD market" in four aspects, it is clear that the competitiveness of Taiwan is one of the "weakest". The Korean Department has shut down its production and allocated to Taiwan Department. Undoubtedly, it has created a rival of China's mainland camp in a completely declining pattern.
Samsung's strategy is like this, LG probably won't be surprised. It's a good strategy to increase the purchase from Taiwan. Around 2008, when the global panel supply was insufficient, there was even a case that "the mainland color TV companies paid the advance payment for the panel orders and were intercepted by the Korean color TV companies". At the same time, domestic anti-monopoly agencies have also punished the case of joint price manipulation by Panel Companies in Japan, South Korea and Taiwan. Therefore, from a historical point of view, it is not impossible for Japan and South Korea to cooperate strategically in the context of the accelerated rise of panel enterprises in the mainland. (it's a little plot, isn't it!)
The second question, Korea, which doesn't produce LCD panels, really gives up the core of modern display industry? The answer is no, of course. In this regard, we must realize that LG is the only large-scale OLED manufacturer in the world in the next generation oled-qled display, Samsung is the industry leader of small-scale OLED screen for 10 years, and currently has 80% share advantage! "Give up LCD and turn to the next generation OLED and qled technology!" this is Samsung and LG's "yangmou" behind LCD production halt. "Seize the opportunity of global overhang and poor profit, seize the shrinking demand of the epidemic, even the bottom of 3 years, and seize most of the LCD line in mainland China.
An air cooled cooling products, the effect of good or bad in addition to the fan to see the air volume, more is dependent on the design of the heat sink. A properly designed heat sink can make the computer run stably when it is not overclocked and not continuously full. It can be seen that the importance of the heat sink, and the heat sink heat dissipation effect and its production process is inseparable.
Nowadays, the production process of heat sink includes several technologies such as cutting, skiving, extrusion, stamping and die casting, etc., and more than ten kinds of specific heat sink manufacturing processes have been developed. In the following article, small make up will be for you one by one, let you in the choice of cooling products do know.
Cutting and aluminum extrusion
Strictly speaking, cutting is the abbreviation of a large class of production technology, such as high-speed cutting, laser cutting belong to this class, but they have a common point is the car, drilling, milling, grinding and other machine tools, in the heat heat sink fin forming process, in order to obtain some more special, fine shape, need to use cutting technology. Mainly used for plate forming (base, fin formation), heat sink grooves, special lines and so on.
Aluminum extrusion is will aluminum alloy ingot heating to 520 ~ 540 ℃, using mechanical pressure, the liquid aluminum through the extrusion die made of steel, in the mold exit to the cooling of liquid aluminum, rapid solidification, become a continuous parallel structure of heat sink in the early embryo, again to clip the early embryo, and he saw us common extruded heat sink.
Precision skiving and aluminum die casting
I have to say, this is a very landmark metal forming process. The definition of precision skiving is to cut a whole piece of metal profile according to the need, using a special planer with precise control to cut out the specified thickness of thin slices, and then bending up to an upright state, as a skived fin.The easier way to think about it is to take a piece of metal and cut it into the shape of a heat sink that we normally see.This method is most common in the pure copper heat sink.
Aluminum die casting is a widely used single aluminum alloy processing process. After melting the aluminum alloy ingot into a liquid state, it was filled into the model, and formed by die-casting machine in one time, and then after cooling and subsequent treatment, it was made into a single die casting heat sink.
Folding and soldering is the mainstream
The thin, dense heat sinks that we see are made in this way. In forming, the edges of the fins are left with a small specially designed bulge, which is fixed in a custom-made mold, and the bulge is bent and locked together to form an orderly arrangement of parallel fins. In combination with stamping, it is mainly used to manufacture parallel dense thin fins for reflow soldering or air duct design.
Soldering is a familiar way of metal processing. The most commonly used soldering method in heat sink processing is reflow welding, also known as reflow welding. At present, most of the heat pipe heat sink, heat pipe and fin connection is welding. Because the joint degree of welding directly affects the heat dissipation effect, the cost of welding is higher.
A variety of heat sink technologies.
Actually we in addition to the above these cooling process forms, as we can often see cold forging, bonded fin, and other heat sink technology, the process is more or less still appear in our computer cooling form, just for the cost or the cause of the heat dissipation effect is less and less, but these are still for heat sink has played a contribution to the development of technology.
2.9’’ bar type tft display module key parameters:
Display Size |
2.9 inch tft (Diagonal) |
Resolution |
320(RGB)X128 |
Module Dimension |
76.90(W)x 42.45(H)x3.2(T) mm |
Active Display Area |
70.08 (W)×28.03 (H) mm |
Viewing Direction |
12:00 |
Driver IC |
HX8238D |
LED Backlight Color |
White LED |
Interface |
RGB |
Luminance |
300 nits |
Touch screen |
CTP optional |
In the early days of computers, there weren't many computer components that used large heat sink. With the increasing power of computers and prevalence of overclocking among computer players, modern computers have increasingly high requirements for the heat sink of important components. Methods of heat-dissipating are various, basically divided into air cooling, chip heat sink, water cooled plate and so on.
The commonly used one---air cooling, in fact, is heat sink fins with good thermal conductivity tightly against the larger chip. Above the heat sink there is a small fan. In this way, the airflow generated by the high-speed rotation of the fan takes the heat away from the fins. Pay attention to these points when choose air cooling: Regardless of the material problem, I believe there are still many people think that, the larger the size of the heat sink is, the better the heat dissipation effect can play. In fact, the quality of heat sink has no absolute connection with its "volume", but the "surface area" size and heat dissipation have a direct relationship. In other words, the greater the surface area of the heat sink is and the more grooves it has, the better it will be.