Market research firm IHS Markit released data show that in the third quarter, South Korea's leading panel maker LG Display in the global large-size panel market share fell to 19.3%, BOE's market share reached 21.7%, which means that BOE beyond LG into The world's largest manufacturer of large-size panels.
However, the reporter learned that large-size panels are mainly LCD panel manufacturing, high-end OLED display, BOE is focused on small-scale production, and has achieved greater results .Recently, BOE is located in Chengdu 6th generation of flexible small-size OLED screen production line It is the first 6th generation flexible small size OLED screen production line in China and the second 6th generation flexible small size OLED screen production line in the world.
At present, the BOE has reached cooperation with domestic handset manufacturers such as Huawei Xiaomi, will supply a full screen for domestic mobile phone brands.Recently, more news came, BOE is investing to build Apple's exclusive production line, hoping to provide Apple with a flexible screen and can Fold the OLED screen, or will be the next generation of Apple's products.
In addition to BOE, another domestic panel maker Huaxing Power also small-size OLED panel market force. TCL Group revealed a few days ago, its Huaxing power production capacity to enhance and continue to maintain full sales, orders in good condition in the fourth quarter, Wuhan Huaxing comprehensive Production of screen products is under development and production is expected in the fourth quarter.
It is reported that China Huaxing Power Production has two 8.5-generation line and a 6-generation line, and is building a 11-generation line and the second 6-generation line. Huaxing 2 8.5-generation line and a 11-generation line in Shenzhen, The main production of TV panels. 2 6-generation line in Wuhan, the main production cell phones and other small-size panels.
At the same time, another panel company Tianma technology also openly said that corporate customers strong demand for small-size OLED screen, the high threshold of the production technology, production line from the production to stable production will take some time, the company is actively promoting The 6th generation of LTPS AMOLED production line.
Analysts pointed out that with the popularity of full-screen mobile phones, the demand for full-panel is outbreak, some domestic panel companies have been increasing investment in the production of small-size OLED panels, continue to force, compete for this high-end display market.However, The current domestic OLED full screen production line yield is still low, and Samsung Display, LGD and other companies have a certain gap, then, who can first, and constantly break the technical bottlenecks, challenges Samsung's mobile OLED screen market throne remains to be seen.