On the same day, BOE Chengdu 6th generation flexible AMOLED production line announced ahead of mass production. This is the world's second production volume has been the sixth generation of flexible AMOLED production line.
To BOE as the representative of the domestic panel manufacturers in the OLED panel production line has been invested heavily, a large number of production capacity will also be released in the next two to three years, but small and medium size OLED screen in short supply situation will continue for several years, and Samsung in the small Size OLED panel market monopoly position is also difficult to shake a short time.
Chengdu 6 generation line production
Chengdu 6-generation line is the first mass production of flexible AMOLED production line.
According to the "China Times" reporter learned that evaporation is the technical difficulties of flexible OLED panels. BOE did not disclose the current yield of Chengdu flexible OLED panel production line, but Zhang Yu told reporters that the yield of Chengdu 6 on behalf of the line and Samsung production flexibility OLED panel when the yield is similar, even higher.
Chengdu 6-generation line in May 2015 to start construction, in May 2017 put into operation, with a total investment of 46.5 billion yuan. Its design capacity of 48,000 per month glass substrate (glass substrate size 1850mm × 1500mm), located in the mobile Terminal products and new wearable intelligent equipment, etc. Huawei, OPPO, vivo, millet, ZTE, Nubian and other domestic mobile phone manufacturers, as well as Lenovo, HP, ASUS and other PC companies to become the first batch of Beijing Oriental Chengdu 6 line.
Zhang Yu, "China Times" reporter revealed that if the Chengdu 6-generation line full, to meet the 70 million mobile phones.But Chengdu 6-generation line production capacity is still in the climbing stage. BOE related staff on the "China Times" reporter said, At present, the production capacity of Chengdu 6-generation line is 6000 glass substrates per month.
Chengdu 6-generation line is only one of the BOE's OLED panel production line, and the three OLED panel production line of the total investment has reached 115 billion yuan.
BOE's first hard AMOLED panel production line is a total investment of 22 billion yuan Ordos 5.5 on behalf of the line. Its design capacity of 54,000 glass substrates / month, in November 2013 lit production, in May 2015 full production. Another 6-generation flexible OLED production line was in December 2016 in Mianyang, Sichuan started its design capacity and total investment are the same with the Chengdu 6-generation line, is expected to be mass production in 2019
In the generous investment in OLED panels at the same time, BOE's share price and performance is also rising.
On Oct. 24, BOE's results show that its first-quarter revenue was $ 69.908 billion, up 51.41% from the same period last year, while the total profit of $ 8,808 million was 2827.06% higher than the same period last year. The net profit of shareholders of listed companies, also increased by 4503.45%.
And BOE's share price is also at a high point in several years, while BOE's share price has been hovering over the $ 2-3 range, with the last break at $ 5 or May 2015. Oct. 26, BOE A (000725). SZ) closing price of 5.76 yuan.But the current price still did not reach the highest point of the stock price of BOE.
OLED is in short supply
In the domestic panel makers, BOE in the field of OLED investment, but it is not the only one by the "China Times" reporter rough statistics, BOE outside the domestic panel manufacturers only in the OLED 6 on behalf of the total investment has been more than 130 billion yuan, but the mass production of mass production time is concentrated in 2018 years later.
Among them, the production is expected to produce the earliest days in Wuhan invested 12 billion yuan to build the LTPS-AMOLED 6 on behalf of the line. It has been lit in April this year, is expected to achieve mass production during the year. Its capacity planning for processing 30,000 per month Glass base board.
Plans to achieve mass production in 2019 OLED panel line, and the electroplating in Shanghai to build the LTPS-AMOLED 6 on behalf of the line, a total investment of more than 27 billion yuan, plans to achieve the end of 2018 lit, the second quarter of 2019 production, Capacity design is also a monthly 30,000 glass substrate.In addition, Kunshan State was invested 30 billion yuan in Hebei Gu'an construction AMOLED 6 generation line is also expected in 2019 production.
Huaxing Optoelectronics invested 35 billion yuan in Wuhan to build the 6th generation LTPS-AMOLED panel production line, is expected to achieve mass production in the first half of 2020, is expected to reach full production after the production of 45,000 glass substrate, and the letter in July this year announced in Sichuan Renshou County invested 27.9 billion to build the 6th generation of flexible AMOLED production line is expected to achieve in 2020 lit, 2021 began mass production.
A large number of OLED panel plant is still under construction at the same time, mobile phone manufacturers on the OLED screen demand has been intensified.Apple this year, the new machine uses the OLED panel, had caused the outside of the OLED panel production capacity of the concerns of Huawei, millet and other domestic mobile phone Manufacturers in the Apple have already launched their own OLED phone.Zhang Yu also believes that OLED panel at least 10 years will be based on mobile-based.
In fact, Tianma, Guo Xian, Vincent and other manufacturers of OLED panels have been small quantities of shipments. IHS previous statistics show that the third quarter of 2016, domestic panel enterprises OLED panel shipments of more than 1.4 million. IHS It is also expected that by 2022, the proportion of Korean panel makers in global OLED production will drop from 93% in 2011 to 71%. The market share of mainland panel makers will increase from 5% in 2017 to 2022 Year of 26%.
But in the short term, Samsung in the field of OLED monopoly is also difficult to shake.Zhang Yu also on the "China Times" reporter said that now the BOE in the OLED share is still small, but Chengdu 6 generation line production to the domestic mobile phone business a new select.
CCID Consulting Semiconductor Industry Research Center senior analyst Guo Jian also "China Times" reporter said that domestic panel makers in the OLED yield is not very good at present.He believes that OLED panel manufacturing difficulties are more able to buy To the upstream equipment and materials and use it.He expected, OLED within 5 years will still be in short supply stage.He also believes that the flexible screen on the hard screen is not a substitute, but a new incremental market.