Renesas Introduces Highly Integrated <span style='color:red'>LCD</span> Video Processor that Enables Next-Generation ASIL B Automotive Display Systems
  Renesas Electronics Corporation (TSE:6723), a premier supplier of advanced semiconductor solutions, today introduced the RAA278830 Video Diagnostics Bridge IC, a highly integrated dual Low-Voltage Differential Signal (LVDS) LCD video processor. The new IC integrates many of the features necessary to design ISO 26262-compliant ASIL B automotive display systems such as heads-up-displays (HUD), digital instrument clusters, camera monitor systems (CMS), and electronic mirrors.  As automotive safety systems are increasingly dependent on display systems, it has become more critical that clear, uncorrupted images be presented to the driver. Missing frames, frozen images, and even incorrect warning icons can seriously compromise driver safety. The RAA278830 addresses these concerns with Functional Safety features built into the device specifically to avoid any corruption of images through monitoring of the signal integrity as well as the video content itself. The internal diagnostics and measurement engines can detect frozen video, incorrect colors, broken or corrupt video images, as well as flashing, flickering, and video images that could obstruct the driver’s view of the road (in the case of HUD systems).  Renesas’ Automotive Video Signal Processing Expertise  Renesas has a long and successful track record of providing video signal processing solutions for the automotive market. In addition to standard analog video decoders, Renesas offers the award-winning Automotive HD-Link (AHL) family of products that enables high-resolution images to be transported over low-cost cables and connectors. The RAA278830 adds to Renesas’ leading line of integrated LCD controllers that have been implemented worldwide.  Key Features of the RAA278830  Dual Open-LDI Input/Output  ISO 26262 Functional Safety ASIL B rating  CRCs, parity, BIST, and redundancy safety mechanisms implemented throughout the entire data path  Video Diagnostic Capabilities  Input/Output monitoring of video timing, signal integrity, and content  Flickering, flashing, occlusion, and glare detection  Spread Spectrum for lower system level EMI profile  Image enhancement engine for superior image quality  Dual host interface: I2C & SPI (configurable)  SPI-Flash based OSD as well as an embedded font based OSD  SPI boot capability (boot from SPI Flash, no MCU needed)  Supports multi-bank for fail-safe OTA updates  Space-efficient 72SCQFN, 10mm x 10mm  AEC-Q100 Grade 2 qualified  “Our automotive customers have consistently asked us to add functional safety features to our industry-leading video processing technology,” said Jason Kim, Vice President and General Manager of the Configurable Mixed-Signal Division at Renesas. “The RAA278830 delivers all of the features needed to create safe, easy-to-implement and economical LCD display for all types of passenger vehicles.”
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Release time:2025-04-01 14:36 reading:226 Continue reading>>
​ROHM New Matrix-Type  LED Drivers for Automotive <span style='color:red'>LCD</span> Backlights Enable Independent Control of up to 192 Zones
  ROHM has developed LED driver ICs - the BD94130xxx-M series (BD94130MUF-ME2, BD94130EFV-ME2) - for automotive LCD backlights. The devices support large displays increasingly being used in next-generation car infotainment and instrument clusters.  In recent years, the advancement of ADAS (Advanced Driver Assistance Systems) together with expanding car infotainment functionality have prompted a shift towards higher resolution vehicle displays to improve visibility. As such, LED drivers with a local dimming function capable of turning off only the backlight in dark areas of the LCD improve display screen performance and reduce power consumption. They are now being considered by automotive manufacturers developing next-generation cockpits. But as the number of zones controlled with conventional direct-type LED drivers by a single IC is less than 100, the number of LED drivers and peripheral components will also increase as automotive displays become larger with more zones. This represents a significant design challenge.  To meet this need, ROHM developed products capable of controlling more zones than conventional ICs -making it possible to reduce the mounting area by reducing the number of LED drivers required. The BD94130xxx-M series of matrix LED drivers combines an 8-line switch controller with 24-channel current driver - allowing control (dimming) of up to 192 zones mini-LED for backlighting with a single IC. On top of that, the mini-LEDs in each zone can be independently adjusted by using a local dimming function - contributing to larger contrast ratio, lower power consumption displays.  For example, with current mainstream 10-inch class infotainment displays that consist of approx. 600 zones, ROHM’s new products enable operation with just one-fourth of the number of LED drivers compared to existing (48-zone) products - decreasing LED driver mounting area by approx. 84%. And this advantage will only increase as screens become larger and the number of zones rises inside next-generation cockpits.  New Products: BD94130xxx-MROHM’s BD94130xxx-M series of matrix LED drivers combines a 24-channel current driver with a switch controller that can be divided into 8 lines (Max.). The number of switch controller lines can be selected from among 3 patterns (4, 6, or 8) - via register settings, supporting a variety of specifications based on the number of zones and LED current consumption. In addition, a built-in feedback control function maintains a constant feedback voltage independent of LED temperature characteristics - reducing thermal design man-hours along with loss ratio.  ApplicationsROHM’s new products are equipped with local dimming functionality to support a variety of high-contrast automotive displays.  • Electronic mirrors (side/rear view)  • Instrument clusters• Car infotainment  • Head-up displays (HUDs)
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Release time:2023-08-28 15:14 reading:2347 Continue reading>>
Ameya360:Insights on Innolux-Vedanta <span style='color:red'>LCD</span> Tech Transfer
  On February 14, 2023, Innolux made a public disclosure that it has reached an agreement to transfer TFT LCD panel and module technology to India’s Vedanta. The disclosure includes few details, but assumptions include:  • The factory will be India’s first integrated flat panel display factory including both TFT, color filter, and cell frontplane processes as well as module assembly.  • Although unconfirmed at this point, Vedanta had previously also planned to build its own by-plant glass melting and finishing facility factory with support from its glass-producing subsidiary AvanStrate.  • The fab will be similar to Innolux’s Fab 8B and is likely to adopt Gen 8.6 or 2250 x 2600 mm substrates. A capacity of 60,000 substrates per month is currently assumed.  • Vedanta engineers are already involved in on-site training in Taiwan.  • Innolux presumably will receive a one-time technical transfer payment and then collect ongoing royalty payments per display when mass production begins.  • Vedanta has ambitious plans. Assuming success with this first factory, it has long-term hopes of expanding production to other regions in India and growing into the role of a leading, global FPD producer.  The technology transfer is a key milestone for Vedanta, which will facilitate not only a rapid transfer of critical manufacturing technology, but also government approval, financing, supplier support, and improved outcomes for what will undoubtedly be a very big challenge to launch a domestic FPD industry in India.  The timeline is likely to change as the plan develops, but Omdia’s current expectations are shown in the figure below.  Bharuch, in the state of Gujarat, has been proposed as a likely factory location. The ancient city is highly industrialized and is home to many chemical and other manufacturing facilities. Bharuch is a port city with a large liquid cargo terminal that makes importing equipment and materials and exporting finished products convenient.  Manufacturing FPDs in India is appealing for the large available market, which is expected to grow rapidly on the expansion of the middle class and a lower FPD saturation rate than developed regions. Also, it is not just India; surrounding Southern Asian countries are potential markets for made-in-India consumer electronics.  Since 2014, the government has promoted a “Make in India” policy that targets increasing growth in the manufacturing sector, creating more manufacturing jobs, and growing the manufacturing sector’s contribution to GDP. In parallel, many state governments also launched related local programs. Governmental assistance for the project, including significant central and local government incentives and financial support, is both driving the investment and important in helping to coordinate the complicated effort.  India is promoting itself as a manufacturing alternative to China and has particular appeal in an era where geopolitical concerns and trade frictions are strongly encouraging sourcing diversification for multinational IT firms.  For Innolux the agreement is positive news in a very difficult market environment. The company, like the rest of the display industry, continues to struggle to work through severe over-capacity, low prices, and financial losses. The initial technical transfer should include a significant cash payment. This can be used to mitigate current losses and give Innolux some flexibility to consolidate its business while shifting its focus to higher value-added products. Vedanta is not likely to become a direct competitor, rather its long-term success is upside potential in creating a future royalty-based revenue stream for Innolux.  The technology transfer agreement is a major milestone for Vedanta, but it’s far from the final step. Planning the factory, getting government approval, financing, supplier support, building and ramping up the facilities, as well as many other stages along the way need to be successfully worked through before any panels are actually produced in India. But now, with Innolux’s backing, Vedanta is in the best position it has ever been, in realizing its very long-held dream of becoming India’s first FPD producer and leading the development of a domestic display industry.
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Release time:2023-02-16 15:50 reading:3155 Continue reading>>
Ameya360:<span style='color:red'>LCD</span> Monitor Shipments Forecast to Return to Pre-Pandemic Level for 2023
  LCD monitor shipments are estimated to reach around 135 million units for 2022, showing a year-on-year (YoY) drop of 7%, according to TrendForce. Even though shipments on the whole were relatively stable during the first half of 2022 (1H 2022), the demand from the commercial segment of the LCD monitor market slowed down significantly in 2H 2022 as enterprises were scaling back their budgets.  Furthermore, the effects of the ongoing inflation and rising interest rates became more prominent over time, and the demand for consumer electronics fell considerably as a result. This development thus impacted the consumer segment of the LCD monitor market during 2H 2022. Regarding 2023, the pandemic-related demand has subsided, and there are still a lot of uncertainties with respect to the course of the global economy and politics. Given this situation, TrendForce projects that LCD monitor shipments will return to the pre-pandemic level, coming to around 127 million units and registering a YoY decline of about 5.8%.  TrendForce states that LCD monitor shipments on the whole were relatively stable during 1H 2022. In 2Q 2022, the demand for LCD monitors did experience a freeze because of the Russia-Ukraine military conflict. The ongoing global inflation was exacerbated by this geopolitical event, thereby compelling consumers to allocate a greater share of their budgets to daily necessities and reduce their spending on consumer electronics.  However, commercial customers in Europe and North America still had some leftover portions of earlier orders that were originally scheduled to be fulfilled in 2021. The release of this deferred demand not only helped prop up LCD monitor shipments for the entire 2022 but also enabled HP to climb back to second place in the global ranking of LCD monitor brands by annual shipments.  The annual total shipments of the global top 10 LCD monitor brands are forecasted rise by about 1% YoY for 2023. This projection is based on the top 10 brands’ respective shipment targets for the year. Now, with the arrival of 2023, orders from commercial customers are showing a substantial shrinkage. Therefore, Dell and HP have lowered their annual shipment targets.  The target that Dell has set for 2023 is 11.4% lower than its shipment result for 2022. As for HP, the target it has set for 2023 is 3.1% lower than its shipment result for 2022. Turning to Chinese commercial monitor brand Lenovo, its target for 2023 is almost on par with its shipment result for 2022.  Conversely, consumer monitor brands have significantly raised their annual shipment targets for 2023 because most of them posted a weak shipment result for 2022. Nevertheless, the scale of the entire LCD monitor market is expected to keep shrinking during 2023, so raising shipments is going to be a fairly challenging endeavor.  TrendForce believes that maintaining profitability by upgrading specifications may be more important for monitor brands than simply increasing unit shipments. For instance, monitor brands could introduce more high-end OLED monitors, or they could follow the two major brands Dell and Acer in replacing the existing 60Hz or 75Hz products with 100Hz ones. These are some of the specification upgrades that could help retain a healthy profit margin.
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Release time:2023-02-13 15:08 reading:1817 Continue reading>>
Despite concern, large TFT <span style='color:red'>LCD</span> panel shipments increase
  Global shipments of large thin-film transistor (TFT) liquid crystal display (LCD) panels rose again in 2018 despite concerns of over-supply in the market. In particular, area shipments increased by 10.6 percent to 197.9 million square metres compared to the previous year, driven by TV and monitor panels, according to IHS Markit.  Fierce price competition in large 65 and 75-inch display panels was ignited as Chinese panel maker BOE started the mass production of the panels in 2018 at its B9 10.5-generation facility. “With BOE operating the 10.5-generation line, panel makers have become more aggressive on pricing since early 2018 to digest their capacity,” said Robin Wu, principal analyst at IHS. “Large panels are still more profitable than smaller ones.”  Rising demand for gaming-PC and professional-purpose monitors boosted shipments of high-end, large panels. “Some panel makers have allocated more monitor panels to the fab, replacing existing TV panels, to make up for poor performance of that business,” Wu said.  Demand for other applications, which include public, automotive and industrial displays, recorded the highest growth rates of 17.5 percent by area and 28.6 percent by unit. “Panel makers view these applications as a new cash cow that can compensate for the sharp price erosion in main panels for TVs, monitors and notebook PCs,” Wu said.  LG Display led the area shipments of large display panels, with a 21 percent share in 2018, followed by BOE (17 percent) and Samsung Display (16 percent). BOE boasted the largest unit-shipment share of 23 percent, followed by LG Display (20 percent) and Innolux (17 percent), according to the Large Area Display Market Tracker by IHS Markit.  Large TFT LCD panel shipment growth is expected to continue in 2019. The preliminary forecast for unit shipments of three major products indicates that panel makers will continue to focus on the monitor and notebook PC panel businesses, increasing shipments by 5.3 percent and 6.6 percent, respectively, over the year, while shipments of TV panels are forecast to grow just 2.6 percent.  In 2019, three new 10.5-generation fabs – ChinaStar’s T6, BOE’s second fab and Foxconn/Sharp’s Guangzhou line – are expected to start mass production. All of them are assigned to manufacture TV panels, further boosting TV panel supply. “As the TV panel business is predicted to remain tough, panel makers, who enjoyed relatively better outcomes with monitor and notebook PC panels in 2018, will likely focus on the IT panel businesses,” Wu said.
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Release time:2019-01-24 00:00 reading:1990 Continue reading>>
<span style='color:red'>LCD</span> TV Panel Makers Are Targeting 15 Percent More Supply than TV OEMs
The preliminary 2019 business plans of TV and panel makers show forecasts trending in different directions. LCD TV panel business plans show an aggressive year-over-year growth of 8 percent, while LCD TV set business plans conservatively are at 3 percent. There is an risk of return to excess supply from the current tight-to-balanced mode, late in the fourth quarter of 2018 or early 2019.According to the latest “TV Display & OEM Intelligence Service” from IHS Markit, the comparison of worldwide TV panel shipments and TV manufacturer set shipments reveals a shipment gap. On a practical basis, three to four weeks of panel safety buffer, a panel supply that is at least 6 percent higher than demand, and adequate lead-time are required for the smooth production of TVs.TV makers and panel manufacturers have similar single-digit shipment growth targets for 2018. These targets indicate that supply and demand could become more sensitive to changes in TV makers’ shipment plans or panel makers’ supply availabilities, as well as the inventory in the pipeline and panel price trends.There will be more Gen 10.5 capacity coming on stream, so that the supply base for large displays, including 65 inches, will continue to improve. Adoption of larger TVs in the consumer market takes time, because growth comes mainly from consumers replacing their TVs. The industry is experiencing a supply-push market, and panel makers will be pressured to push out panels to speed up migration.Panel makers are enjoying more supply chain bargaining power in the third quarter of 2018, and this power is likely to remain until the middle of the fourth quarter. A demand correction is more likely in the fourth quarter, if pipeline inventories are not consumed and inventories become an issue for panel makers in the first quarter of 2019.Though panel prices are rebounding in the third quarter of this year, the long-term LCD TV business outlook may be shaky for Korean and Taiwanese panel makers, considering the intensifying competition from China. As a result, some panel makers are expected to be more aggressive in restructuring or converting existing LCD capacity to more advanced premium-display technology, focusing on larger sizes and OLED/QD OLED TV panel production. These business scenarios are still in the discussion phase and are not expected to be implemented soon, which is likely to affect the supply-demand outlook in 2019.
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Release time:2018-10-23 00:00 reading:1216 Continue reading>>
<span style='color:red'>LCD</span> Monitor Shipments to See 1.5% YoY Growth in 2018 After Seven Years of Decline
The shipments of LCD monitor are projected to reach 126 million units in 2018, a YoY growth of 1.5%, after seven years of decline, according to WitsView, a division of TrendForce. The main drivers of shipment growth include the falling panel prices and rising demand from North America. The strong sales in niche segments like gaming and borderless monitor also offer growth momentum.North American market records strong demand, with Dell and HP taking the lead in monitor shipmentsThe LCD monitor panel prices have been falling since April 2017, says Anita Wang, senior research manager of WitsView. With the panels approaching a mid to low price level, the branded monitor vendors have enhanced their profitability across their product ranges, and will continue to increase their shipment volumes. Particularly, benefited from the expansion in gaming segment, acer is expected to increase its monitor shipment by 15.2% YoY in 2018, the highest growth rate among the brands. In the global ranking of monitor shipments, acer will remain the 7th.The strong economic performance in North America has boosted both consumer and commercial demand. Hence, Dell, HP, and ViewSonic are expected to record remarkable shipments, with the annual growth rates of 7.5%, 10.6%, and 9.2% respectively. Dell would also achieve a new record market share of 19.6%. HP would surpass AOC/Philips to take the second place in the shipment ranking, with a market share of 13.8%.In addition, LGE would outperform Samsung, who dropped to the sixth in the ranking. Samsung witnesses a decrease in shipment because it has allocated more capacity to products with higher profits and thus shipped fewer monitors smaller than 21.5 inch.“Borderless monitors also offer growth momentum to the shipments this year,” says Wang. In addition to a modern look, borderless monitors suit large-size products and provide more comfortable viewing. Brands like Dell, HP, and Lenovo have taken initiatives to adopt borderless design in IPS products. For 23.8-inch panels, the price gap between bordered ones and borderless ones has been largely narrowed this year, driving the penetration rate of borderless LCD monitors in the global monitor market to 30~35% in 2018 and to about 50% in the next two years (2019~2020).
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Release time:2018-10-09 00:00 reading:1283 Continue reading>>
LG Display shares take a dive on grim <span style='color:red'>LCD</span> outlook
Investors continue to dump shares of LG Display Co. as outlook on the world’s largest TV-screen display maker deteriorates amid a supply glut and heavy competition from government-backed Chinese rivals. LG Display’s shares sank to a new 52-week low of 17,750 won ($15.87) in mid-day trading on Tuesday. The last time its shares fell below 18,000 won was in October 2011. The company has lost nearly 30 percent of its market value over the past three months. Its shares closed Wednesday at 18,300 won, up 0.55 percent from the previous session. LG Display was the only local display manufacturer to fall into the red in the first quarter. It posted an operating loss of 98.3 billion won in the first three months of this year, its first loss since the first quarter of 2012. Market observers forecast its losses to have widened in the second quarter with little signs of pickup in the soft LCD prices. LG Display, which generates 90 percent of its sales from LCD panels, has recently taken a hit as BOE, CSOT and other Chinese rivals have pumped up supply and driven down prices on the back of strong government support. “LG Display needs to beef up its organic light-emitting diode (OLED) business but it is running low on cash as it fails to make money from its mainstay LCD,” Korea Investment & Securities said in a report released on Tuesday. “Conditions remain tough as its losses are expected to continue throughout the third quarter and its cash flow to face rapid deterioration.” Earlier this year, the company vowed to make OLED its mainstay turnout by 2020 and cement its leadership in the next-generation TV screens by investing 20 trillion won over the next few years. But it may have to adjust its OLED investment plans due to faster cooling in the display market. Korea Investment & Securities Co. cut the price target for LG Display from 37,000 won to 29,000 won. Other local brokerages have also lowered the target on the bleak outlook. KTB Investment & Securities Co. slashed the target price from 25,000 won to 22,000 won and Hi Investment & Securities Co. from 31,000 won to 23,000 won.
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Release time:2018-06-28 00:00 reading:1069 Continue reading>>
Chinese Panel Makers Catching Up Fast in LTPS <span style='color:red'>LCD</span> Panel Shipments for Mobile Phones, IHS Markit Says
  LONDON (8 February, 2018) – Total shipments of mobile phone displays, including thin-film transistor liquid crystal display (TFT LCD) and active matrix organic light-emitting diode (AMOLED) panels, reached 2.01 billion units in 2017, up 3 percent from 2016, according to preliminary estimate from business information provider IHS Markit (Nasdaq: INFO).  In the growing mobile phone display market, shipments of low-temperature-poly-silicon (LTPS) TFT LCD panels, which realize high-resolution images, increased by 21 percent to 620 million units in 2017 compared to the previous year. Shipments of amorphous silicon (a-Si) TFT LCD mobile phone panels declined 4 percent to 979 million units during the same period. Even though shipments of AMOLED panels jumped in the second half of 2017 thanks to the launch of the iPhone X, combined with the weak demand in the first half, its shipments were up just 3 percent to 402 million units in 2017.  In the smartphone-use LTPS TFT LCD market, Tianma, a leading small and medium panel supplier in China, has shown significant growth, expanding its shipments to Chinese smartphone set brands, such as Huawei and Xiaomi. In 2017, Tianma shipped 105 million LTPS TFT LCD panels for smartphones, almost double its shipments in 2016, with a market share of 17 percent, up 6 percentage points from 2016. It ranked the second largest LTPS TFT LCD supplier for smartphones in 2017, taking over LG Display with 16 percent, down 4 percentage points, and Sharp with 13 percent, down 1 percentage point. In 2017, Japan Display continued its market leader position but shed its share by 10 percentage points to 26 percent in 2017, according to the latest Smartphone Display Intelligent Service report by IHS Markit.  “LTPS TFT is a key technology to produce high-resolution displays for smartphones, and experience is required to optimize highly complex LTPS manufacturing process in each production fab. In terms of experience, Japanese and South Korean panel makers have a competitive advantage compared to Chinese makers,” said Hiroshi Hayase, senior director at IHS Markit. “However, Chinese LCD makers, such as Tianma and BOE, are catching up LTPS technology fast enough to support high demand from Chinese smartphone set makers.”  The Smartphone Display Intelligent Service by IHS Markit contains quarterly updates of smartphone display shipments and revenue by application, size, resolution and technology. It also provides supply chain information between display and set makers, as well as monthly smartphone display shipment and pricing information.
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Release time:2018-02-13 00:00 reading:1101 Continue reading>>
Foxconn Invests $10B in U.S. <span style='color:red'>LCD</span>s
  Hon Hai Precision, the parent company of Foxconn, will spend $10 billion to build in Kenosha, Wisconsin a 10.5-generation LCD plant for 8K displays. The deal brokered by the Trump Administration includes $3 billion in tax breaks to create at least 3,000 Foxconn jobs in the U.S.  “TV was invented in America, but it does not have a single fab to produce a single 8K system--we are going to change that,” said Foxconn chairman and founder in a White House event. “We are committed to build the most advanced 8K ecosystem in America — the most advanced in the world,” Gou said.  The deal includes a 20 million square foot Foxconn campus that could ultimately create up to 13,000 Foxconn and 22,000 indirect jobs. The Foxconn jobs will have an average annual salary of $53,000 plus benefits, said Wisconsin Governor Scott Walker.  “This is a great day for anyone who believes in the label ‘Made in the USA,’” said President Trump.  Separately, President Trump told the Wall Street Journal that Apple chief executive Tim Cook promised to build three manufacturing plants in the U.S. The Foxconn LCD fab is not related to Apple, but is focused on LCDs for large-screen TVs.  Analysts described the Foxconn plan as ambitious given the supply chain required to make large LCDs is almost entirely in Korea and China. However, North America is the largest market for large-screen TVs of 55-inches and above, said Ken Werner, a veteran display analyst with Nutmeg Consultants (Norwalk, Conn.).  Since it bought Sharp a year ago for $3.5 billion, Foxconn has been trying to revive Sharp’s branded TV business, which the Japanese company sold to China’s HiSense in 2015. HiSense and other TV makers in China, such as TCL and Skyworth, have leapfrogged Sharp and many other TV giants in Japan. Sharp once dominated the flat-panel business but now only Sony remains among top players from Japan.  Large screen displays and to a lesser extent the TVs they go into are cyclical and highly automated businesses typically based on large volumes and thin profits, said Werner. While LCD and TV makers have reaped good profits in the last two years, the business is known for quick up and down swings, he said.
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Release time:2017-07-27 00:00 reading:995 Continue reading>>

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