Chinese manufacturers to seize OLED opportunities
In 2017, the demonstration effect of the introduction of OLED screen by Apple Inc. iPhone X has made the OLED screen become hot. OLED has shown strong competitiveness as the next generation of display technology and has attracted many manufacturers to pour in. Especially Chinese manufacturers have successively siege Walled performance eye-catching, Samsung occupy the absolute monopoly of the OLED market ripped a hole.
March this year, TCL's Huaxing Power announced an investment of 35 billion yuan in Wuhan to build a monthly production capacity of 45,000 of the sexual display panel production line in May, BOE Chengdu 6th generation flexible AMOLED production line officially put into production as the first Article 6 on behalf of the flexible AMOLED production line, the production line in October this year, the official volume production shipments. In addition, the Vernix Connaught, Pegasus, and glow, Huaxing Power, Shun Lee, Yu soft and other companies are in the new line Construction investment.
However, as Chinese companies stepped up their chase, South Korean companies are also investing heavily, with LG Display ("LGD") announcing in July that it will reinvest a further $ 7 billion to expand its OLED panel production capacity in South Korea, meanwhile , LGD announced that it will build a new OLED panel joint venture factory in Guangzhou, Guangdong Province to build the 8.5-generation large-size OLED panel production line, while Samsung, as the challenger, increased its R & D investment in OLED to invest in the business last year 9.8 trillion won (about 90.7 billion U.S. dollars), this year has invested 14.1 trillion won.
Production capacity will start to be released in 2018, increasing the industrial chain competition between China and South Korea
Currently, the global panel industry presents the hegemony of the three countries, Japan and South Korea hegemony from the past three years, new OLED production capacity, the new capacity mainly concentrated in China and South Korea.The industry is expected, as technology continues to improve, 2018-2020 The gradual release of China's OLED production capacity, the competition between China and South Korea panel makers will intensify.
Market research firm IHS Markit predicts that in the coming years, South Korea will still be the country with the highest OLED display market share, but China will have the fastest growth and investment. By 2020, China's OLED display production capacity will account for the global production capacity 28% or so, becoming the world's second largest supplier of OLED display.
Currently, OLED is still in early development, there are many to be the direction of breakthroughs, which became the opportunity for Chinese manufacturers Road overtaking. BOE Chang-Cheng Chang, said: "BOE's flexible OLED screen core parameters and Samsung's technology gap of only 6 -12 months, while the experience of the end product gap is very small.Flexible OLED is still a technology in development, a lot of technology and new materials are not yet mature, coupled with China itself has a huge market advantage This also gives us the opportunity to make a corner overtaking in this area. '
Urgent industrial chain Baotuan breakthrough
As the next generation of display technology, OLED display technology will be widely used in smart phones, VR, wearable devices, TVs, tablets, smart cars, the overall market prospects.According to industry sources, the smart phone display market OLED panel The penetration rate is expected to reach more than 30% by 2018. Some organizations predict that OLED penetration in smartphones will reach 62% by 2020, exceeding the LCD as the most mainstream flat panel display.
China is the largest consumer electronics manufacturing country in the world, but the restriction of core components such as display screens and chips limits the pace of independent innovation in China's electronics manufacturing industry. With the support of policies and capital intensive investment, the rapid rise of China's panel industry in recent years Violent, but compared with the leading enterprises in the South Korean panel, there is still a long way to go in terms of core technology and industry chain integration in China, etc. For the Chinese panel industry, the overtaking of corners requires the leading enterprises to strengthen their cooperation with materials, equipment, semiconductors, etc. Downstream industry chain to fight together as soon as possible to create their own OLED industry chain.At the same time, the panel industry is technology and capital-intensive industries, Chinese companies need to continue investment in core technology accumulation, patent reserves, personnel training and so on.