Screen is one of the most expensive components of the smart phone. 'Lack of core less screen' was the mainland mobile phone brand and TV brand pain point.But now, with the development of the mainland LCD panel industry, panel manufacturers began to rise, with a number of high Generation line construction, production capacity continues to expand.
BOE (BOE), the world's leading semiconductor display industry in May this year, BOE in Chengdu successfully lit the first piece of flexible AMOLED high-resolution display, after a lapse of six months, the production line ahead of mass production. , Beijing Oriental announced that the sixth generation of flexible AMOLED production line officially announced mass production. After the customer delivery activities held, the direction of the Orient Orient, OPPO, vivo, millet, ZTE, Nubia and so on more than ten customers delivered AMOLED flexible display Screen products.
At present, many full-screen mobile phones have adopted the AMOLED flexible screen, but these flexible screens are from Samsung.Now Beijing Oriental Chengdu sixth generation flexible AMOLED production line formal production, means that Samsung monopoly position is broken, smart phone manufacturers have more choices The
Chinese manufacturers to break the monopoly of Korean enterprises
October 26, the global semiconductor display industry chain upstream and downstream enterprises gathered in Chengdu, witnessed the Beijing Oriental 6th generation flexible AMOLED production line production.
Beijing Dongfang Chengdu 6th generation flexible AMOLED production line is China's first full flexible AMOLED production line, is also the world's second production of the 6th generation of flexible AMOLED production line.The production line using the world's most advanced evaporation process, the glass substrate cut into two One of the evaporation, technical difficulty is high, is China's first use of the process AMOLED production line.
At the same time, the production line uses low-temperature polysilicon (LTPS) plastic substrate instead of the traditional amorphous silicon (aSi) glass substrate, and the use of flexible packaging technology to achieve the display screen bending and folding, the main production used in mobile terminal products and new wearable intelligence Equipment and other fields of display products.
BOE Chief Executive Officer Chen Yanshun said that Chengdu 6th generation flexible AMOLED production line production, will significantly enhance the BOE in high-performance mobile phones, mobile display products such as the comprehensive competitiveness of products to meet the market for small and medium size high-performance display products growing Demand, the Chinese OLED industry and the global flexible display industry to accelerate the development of epoch-making significance.
As early as May 12, BOE on its official micro-disclosure, Chengdu 6th generation of flexible AMOLED production line officially put into production.It is understood that the total investment of 46.5 billion yuan, in May 2015 to start construction, July 2016 The main plant cap, designed capacity of 48,000 per month glass substrate (glass substrate size 1850mm × 1500mm).
In addition to the mass production of 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.
In fact, as the domestic LCD panel leading enterprises, BOE OLED display field layout has long since its early in 2001 began a new display of OLED research, to the first half of 2017 has more than 16,000 patents related to OLED. In 2013, the premier AMOLED production line of the Ordos (13.120, -0.73, -5.27%) was able to provide high-resolution displays for wearable products such as smartphones and smart watches.
Mobile China Union Secretary-General Wang Yanhui said that before AMOLED has been monopolized by Japanese and Korean companies, China's panel business market share is zero.Nowadays, more and more Chinese enterprises to achieve a breakthrough in the field, breaking the Japanese and Korean enterprises monopoly.
Why is AMOLED?
As one of the new semiconductor display technologies, flexible AMOLED display with plastic substrate instead of the traditional glass substrate, and the use of active light-emitting organic materials and flexible packaging technology to subvert the original rigid display product form, can achieve bending, folding And other products form.As the display materials and technology innovation to show the development of the industry to achieve a breakthrough in innovation, flexible AMOLED technology in the small and medium size areas will replace the traditional TFT-LCD technology, become the mainstream trend.
The IHS Markit report states that AMOLED is used in the fields of digital cameras, tablets, mobile phones, near-eye headphones (AR and VD devices), OLED TVs and smart watches, with the largest number of AMOLED panels used in mobile handsets. In 2016, AMOLED panel shipments reached 416 million, of which 390 million is the mobile phone panel is expected in 2017 AMOLED mobile phone panel shipments will increase to 513 million.2016 to 2020, the global flexible AMOLED production capacity from 1.5 million square meters Expanded to 2010 million square meters, flexible AMOLED will have a broad market development space.
OLED panel because of its fast response, good picture quality, high contrast, thin and so on, mobile phone manufacturers are on the strong demand for AMOLED, Samsung, Huawei, ZTE, Jin Li, OPPO, vivo and other high-end mobile phones have been using AMOLED AMOLED with this year's iPhone X application and the demand for the outbreak, but the supply side for patents, technology and production capacity and other reasons by the Samsung show monopoly.
BOE to seize the opportunity to increase investment in OLED.From the patent point of view, the company spent 6 years of independent research OLED technology, has independently grasp the core technology, and the number of patents has reached the world's second; from the equipment point of view, And the global production of high-quality OLED key equipment manufacturers to reach cooperation, has been equipment and signed long-term supply agreement; from the production point of view, when Chengdu and Mianyang two 6th generation of flexible AMOLED production line production, will bring to the Orient A total of 96K monthly production capacity.
In fact, the BOE heavy betting AMOLED strategy is not lonely.With the continued release of demand, many panel makers want to take a slice. In addition to BOE, the country was photoelectric, and glow, Huaxing photoelectric, Tianma microelectronics, (G6 LTPS AMOLED) successfully launched the AMOLED product in Wuhan on April 20, Pegasus 6th generation LTPS AMOLED production line (G6 LTPS AMOLED) in Wuhan successfully launched the AMOLED production line and released the product.
OLED panel shortage to what extent? There are foreign media quoted informed sources that Apple has reached a 2017 with the OLED screen exclusive supply agreement, but this does not guarantee that Samsung can produce enough to meet the needs of iPhone screen , Especially in the Samsung also need to use the OLED device in the case of autonomous devices.
In the view of Wang Yanhui, Apple's move, on the one hand will lead to other manufacturers to follow up, on the other hand also makes the OLED panel more tight. Smart phones and other end products using AMOLED panel will be the trend, more and more domestic companies announced AMOLED production line To achieve mass production, which is smart phone market is undoubtedly good news.
Panel leader profit increase
June 31, 2010, BOE A (6.150, 0.23, 3.89%) closed at 2.21 yuan on January 6, 2012, the closing price of $ 1.59 .2016 on January 28, BOE A closing price of 2.17 yuan However, since September 2016, the company 's share price has gone out of the uptrend index, which closed at $ 5.92 on October 27, 2017. This is a rising story of technology stocks being staged.
October 24, BOE announced the first three quarters of 2017 performance report. Announcement shows that the expected total revenue from January to September was 69.4 billion yuan, up 51.41% over the same period last year, attributable to shareholders of listed companies net profit of 6.48 billion Yuan, an increase of 4503.45%.
Soochow Securities (10.950, -0.30, -2.67%) in the latest research report, the BOE performance to achieve high growth mainly due to panel supply and demand reversal, resulting in the downstream panel prices rebound, the company's capacity utilization has also been improved; The company increased R & D investment, product performance and yield continue to climb from the supply and demand point of view, the supply side of Samsung, LG and other Korean manufacturers continue to shut down the production line, Sharp is not allowed after the acquisition of Foxconn for a series of events led to reduced production capacity ; Demand side due to consumer upgrades to promote the trend of large-screen, coupled with the display panel, such as automotive electronics and other downstream applications increased, making the demand side growth.
Tianyuan Securities also reported that the panel industry in the first half of the price volatility stabilized, the current panel industry market 110 billion US dollars, an annual growth rate of about 5% is expected in 2017 BOE LCD business revenue of 79.1 billion yuan, OLED accelerated with According to WITSVIEW statistics, the first half of 2017, BOE smart phone LCD screen, tablet PC display, notebook computer market share has been the world's first, the company shows the plate is expected to maintain substantial growth, industry focus Degree will continue to improve with the scale effect.
In the performance report, BOE pointed out that during the reporting period the company continued to strengthen 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 stable 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 BOE high value-added products import speed and shipments significantly increased, according to the Securities Times reported that BOE Deputy General Manager Liu Hongfeng said last month, such as the current strong momentum of the development of a comprehensive phone screen, the company's first full screen in July Production shipments, has been successfully developed 5 full screen products, supply Huawei, vivo, OPPO and other brand manufacturers.
The Dongwu Securities Research reported that the BOE OLED business card bit advantage is expected to continue to benefit.It is expected to 2019 company Mianyang flexible AMOLED line production, the BOE is expected to go beyond LG Display, the world's second largest after Samsung's second OLED Panel production enterprises.
According to BOE introduction, in the AMOLED, it has many years of technology accumulation, coupled with the TFT-LCD industry base, so that AMOLED technology research and development, product innovation, supply protection and market development are more advantages. Has accumulated a complete industrial chain resources, and OLED key suppliers to establish a strategic cooperative relations, and actively promote the OLED industry chain localization process, to create a 'Made in China' and a new business card.