This is the first time that Chinese companies deliver flexible OLED displays, marking the Chinese companies to break foreign rivals in the field of flexible OLED display monopoly.
On October 26th, BOE announced that it was the first fully flexible AMOLED production line in China and the second production of the sixth generation of flexible AMOLED production line in China, according to the first generation of flexible AMOLED production line in Chengdu. Intelligence consulting data, 2016 flexible OLED mobile phone shipments of about 50 million, and by 2022, the forecast shipments will reach 720 million, the annual compound growth rate as high as 56%.
BOE senior vice president Zhang Yu to the 21st century economic report reporter, Chengdu production line design capacity of 48,000 glass substrate per month, full (to design capacity) after each year can provide about 70 million mobile phone screen. Higher than the industry initial yield, but the whole industry is still in the early, need to slowly progress.
Break the Samsung monopoly
Jingdong Fang Chengdu flexible AMOLED production line is mainly used in mobile terminal products and new wearable intelligent equipment and other fields of display products, the application of the world's most advanced evaporation process, and the use of flexible packaging technology, can achieve the display screen bending and folding.
On the same day, Jingdong Huawei, millet, OPPO, vivo, HP, ASUS and so on more than ten customers, delivered AMOLED flexible display.It is understood that the delivery of the product is 5.5-inch QHD flexible mobile phone display, the product has QHD ( 1440X2560) ultra-high resolution, narrow frame design, and compatible with 3D surface, to achieve surface display.
This is the first time that China's production of flexible delivery of flexible OLED display, marking the Chinese enterprises to break foreign competitors in the field of flexible OLED display monopoly. Prior to the news that Apple wants to get rid of Samsung monopoly, and BOE in the field of OLED have been contacted The
For BOE, OLED is the focus of its next step in the development of display technology, but also its new profit growth point.According to reports, BOE on the OLED strategy is focused on flexible development, focusing on small and medium size products, based on the smart phone market, Comprehensive layout of intelligent wear, automotive and other new applications market and VR and other technical areas, while concerned about the large-size OLED market trends.
In the flexible AMOLED, in addition to the production of BOE (BOE) Chengdu 6th generation flexible AMOLED production line, BOE Mianyang 6th generation flexible AMOLED production line, will also be completed and put into operation in 2019. These two production lines will significantly enhance BOE (BOE) In the high-end mobile phones, mobile display and other areas of competitiveness.
It is worth mentioning that BOE October 24 release of the first three quarters of the results show that the reporting period to achieve revenue of 6.9480 billion yuan, an increase of 51.41%; attributable to shareholders of listed companies net profit of 6.48 billion yuan, an increase of 4503.45% The
In the announcement, BOE pointed out that during the reporting period, the company continued to strengthen the lean management, product yield and quality continue to improve, high value-added products import speed and shipping significantly increased the proportion of the company's overall profitability at a high level. Showing the industry boom relative to the same period last year higher, the first three quarters of the company operating results increased significantly over the same period last year.
On the high value-added products import speed and shipments significantly increased, after BOE Deputy General Manager Liu Hongfeng, for example, the current strong momentum of the mobile phone on the screen, BOE's first full-screen production in July, has Development of a variety of products, supply Huawei, vivo, OPPO and other brand manufacturers.He also said that the overall profitability this year will be stable at a high level.
OLED industry chain to catch up
Panel industry is a national key support industry.With these years of efforts, China has been in the LCD display has become the largest shipments of the country.For the 'lack of core less' mobile phone industry, the domestic enterprises have Become a major supplier of smart phone panels.
OLED display due to the flexibility of light, bright colors, rapid response, etc., and now become a high-end mobile phone standard.Currently, Samsung monopoly of the global mobile device OLED market share of more than 95%, which is its early layout and research and development of the harvest.
At present, Japan, Korea, mainland China and Taiwan enterprises are actively involved in OLED construction. Domestic panel manufacturers, in addition to BOE, Huaxing photoelectric, soft-technology, deep Tianma, the country was photoelectric and so on are building flexible OLED production line.
Zhang Yu judge, OLED screen within five years will be in short supply, 'This is a big cake, there is no competition, BOE will give users a choice, and now the main problem is to solve the problem.'
WitsView research vice president Qiu Yubin told the 21st century economic reporter, OLED production of key equipment, mature manufacturers less, such as the core of the evaporation equipment fully controlled in the Canon's distillation machine manufacturers Tokki hands, BOE Chengdu production line is also used Equipment, but Tokki's production capacity can not keep up with the expansion of panel manufacturers demand, manufacturers need to solve the expansion of equipment problems; Second, OLED production mode and LCD completely different, process technology is still experiencing pain period.Currently, rigid OLED Screen yield has been able to reach more than 80%, and LCD in between the middle, but the flexibility of the current high rate of Samsung Samsung is about 60%.
'Samsung has been in the yield increase has been accumulated for several years, we also need the process.' Zhang said.
A Shenzhen OLED module factory who also told reporters that the yield and the basic material of the domestic OLED is the pain point.
Beijing Dongfang side, with the domestic enterprises show the scale of production capacity gradually expanded, the current localization of 60% of China's materials, China TFT-LCD material industry has formed a certain scale, is expected after 5 years, most of the materials will be supporting in China. At present, China has dozens of equipment enterprises to enter the field of TFT-LCD equipment manufacturing, the current process equipment and domestic coverage has reached 28%, the next five years is expected to reach more than 40%. OLED industry chain, China OLED materials and equipment Enterprises are in the initial stage, the supply is basically the United States, South Korea, Japan and Germany enterprises monopoly.
'Flexible AMOLED materials and equipment mainly rely on foreign countries, compared to other domestic manufacturers, in addition to the accumulation of technology, equipment and raw materials in the acquisition of the East also has an advantage.' A BOE technical staff.
'Short-term technical bottlenecks, medium and long-term is still good. Because of the intensity of investment, such as BOE such enterprises will develop. Industry needs from technological breakthroughs, industrial chain construction and other aspects of the rise of China's panel industry is a big trend. 'Said OLED module manufacturers said.