Around the color representation of the color TV technology in the ascendant in 2018. Early 2018, 55-inch OLED TV broke 6999 yuan ultra-low price; the same time, QLED key components of the product also appeared the trend of price declines in the OLED supply expansion difficult context, QLED is likely to grab the price and size advantage in 2018.
QLED sales continued steady growth
QLED sales for the first time in the domestic market stood at 1 million gates in 2017. The size of 1.1 million units not only accounted for 2.5% of the structure in the TV market, but also achieved an annual increase of 95%.
Industry predicts QLED QLED product growth is likely to hit a new high in 2018 with an estimated annual market of between 200 and 2.5 million units in the context of declining cost of QLED quantum membrane products and this figure is expected to reach 3.2 million by 2019 In the meantime, the market share of QLEDs and OLED TVs will again expand from the narrowing of 2016 to early 2017. The market gap will grow from a minimum of 3 times to a growth of 5 times.
QLED television sales led to increased sales mainly due to cost reduction QLED TV costs more than ordinary television for two reasons.First, QLED as a high-end products, the overall configuration costs are higher.Second, QLED quantum membrane costs have been compared High, significantly higher than the traditional phosphor conversion film.
However, the price of QLED quantum membrane has started to decline since 2017. Data show that the current overseas quantum dot film price is 80-100 dollars / square meter, the domestic quantum dot film unit price is about 60 dollars / square meter. Sigmaintell) expects the cost of QFs to decline by about 20% by 2018 and the domestic brands' share of domestically produced membranes to increase, and around 2020, the cost of domestically produced membranes is eager to drop to about US $ 20 per square meter - the latter equivalent The material cost of 130 yuan for a 60-inch LCD TV is 130 yuan, which is still nearly double that of the traditional phosphor film. However, the actual cost of the product has not increased much.
On the other hand, as the price of QLED quantum film drops, more mid-range color TV products will be equipped with quantum dot technology, which will further help QLED TV to grow in scale market after three years and will allow QLED TV and OLED TV The sales gap continued to expand.
Technical level differences determine the prevalence of qled first
Unlike the slow adoption of OLEDs, QLEDs are showing unprecedented explosiveness because, from a technical point of view, the current QLED is still an improved variety of LCD TVs.
Accurately speaking, QLED TV on the market is mainly the transformation of the LCD TV backlight white light way: the traditional LCD TV with blue LED light source + green and red phosphor film way to achieve white light; QLED TV is the use of blue LED Light source + green and red QLED QDED quantum dots material film, the advantage of using QLED materials instead of phosphors is to "enhance the color width of 3 percent," because QLED converts the blue light to red and green, the red and green The wavelength distribution is more concentrated.
Thus, today's QLED television inherited the LCD TV's entire industrial system.The new technology is mainly how to prepare QLED materials, as well as the use of QLED instead of traditional conversion coating phosphors.
In contrast, OLED TV is a new, different from the liquid crystal display technology.The two have in common is that this front-end process TFT.In the back end, OLED does not require this structure of the backlight module, It is also necessary to adopt new technologies to realize the dot-matrix deposition of new materials.Obviously, as the new technology OLED needs more industrial innovation.This also led OLED in the capacity expansion and technology maturity far less than QLED products.
However, OLED as a new technology not only has the advantages of color LCD products, but also has the advantages of contrast, slimness, flexibility and speed of response, etc. The latter is unmatched at this stage QLED TV that is, QLED Fewer performance improvements, fewer technology changes, and faster product adoption.
After the QLED era has been opened, the new technology is almost certain
Of course, the popularity of QLED TV, an upgrade iteration product of liquid crystal, is not the end of liquid crystal display technology market.While realizing the great development of QLED technology, the second half of 2018, LCD products are eager to enter mini-led backlight era.
Recently, there is news that Huawei, OPPO and Xiaomi plans to launch LCD mobile phone products with mini LED backlit panel in the second half of 2018. The main reason is that the OLED panel is in short supply.
Mini-led technology refers to the use of 100 micron LED particles to replace the current level of millimeters and sub-millimeter LED particles as the core components of liquid crystal display backlight. Smaller LED crystal particles, making the backlight must integrate more particles Crystal, in order to achieve sufficient brightness.While more LED crystal particles, you can achieve more HDR precise brightness adjustment in the backlight.
High-Dynamic Range (HDR) images provide more dynamic range and image detail than regular images and videos, and the industry believes that with the qled technology, the mini LED backlight allows LCD TVs Color and dynamic contrast HDR regulation flat OLED TV mini LED backlighting is the most advanced frontier research direction on the improvement of liquid crystal display technology effect and one of the future demand growth points for LED industry betting.
Currently, the best LCD TV products can achieve independent partitioning ability of HDR 1000. The future of mini LED products can achieve 10 times the number of independent partitions, greatly enhance the performance of LCD TVs in high dynamic display.
The industry believes that as soon as the end of 2018, the slowest 2019 mid-year, mini LED products will enter the market, and become standard LCD TV million yuan Qled mini LED backlight will be the mid-term vision, the LCD in the high-end market and OLED competition One of the main magic weapon.In addition to HDR performance, miniLED also brings thinner product design, and even some flexible design capabilities.LED LED will be QLED era, the main direction of the development of liquid crystal technology.
Printing continues to exert force, dark horse approaching
And QLED TV trend of development of different clarity, the color TV industry, another new technology 'print display' there is a huge uncertainty.
Inkjet printing technology is considered to be the ideal manufacturing process for OLED large-size panels in the future. It is also the best manufacturing process for electroluminescent QLED display panels and even an ideal manufacturing process for many optical films in LCD TV backlight modules Traditional laser process.) In a sense, a breakthrough in ink jet printing display technology will bring the most crucial technological change throughout the display industry for decades.
In early January, the launch of the National Printing and Flexible Display Innovation Center will be held in Guangzhou.The center adopts the form of "corporation + alliance" and Guangdong Poly China Printing Display Technology Co., Ltd. as the carrier, integrating Shenzhen Huaxing Photoelectricity, South China University of Technology, Huazhong Technology University, Chinese Academy of Sciences, Fujian Institute of Materials Structure and other 22 backbone enterprises, universities and research institutes, with a number of well-known foreign materials and equipment business reached a strategic cooperation agreement.
At present, poly-printing has been completed G4.5 and 200mm printing display platform, the maximum 30-inch printing level AM-OLED or QLED device structure development technology validation test. At the same time, also in preparation for the second phase of building G8.5 printing Display platform.In addition to poly-hua printing, BOE also set up a printing and display research base in Hefei in 2017. Its equipment can be up to 50-inch level of product technology trial.
Abroad, the larger investment in printing technology, Samsung and LG are the two major companies. LG has established a 8.5-generation printing experiment; Samsung is also carrying out 8.5-generation inkjet printing process verification based on Japan JOLED has been achieved Small-scale test supply 21.6-inch 4K OLED panel, but the capacity is very small scale, while JOLED further expansion face huge financing problems. The industry's production plan for 2019 in doubt.
According to Kateeva, a supplier of ink-jet printing display equipment, a total of four sets of test equipment were provided to customers in 2017 and three sets of equipment supply plans were available in the first half of 2018. It is worth mentioning that BOE, TCL and Samsung are both Kateeva Company Investor In addition to Kateeva, Tokyo Electron also offers inkjet display equipment to the industry, and LG is one of its customers.
Overall, from 2017 to the first half of 2018, the industry's investment in inkjet printing is experimental, but the investment is also at the level of $ 1 billion - indicating that the printing is already at a standstill In the final stage, as soon as the end of 2018, there will be more news of the supply of small batch products, which should be established by 2020. This time node also basically means LCD-based display products, technically The large-scale improvement is facing an end.
QLED TV universal arrow, MINI-LED force countdown, printed display will eventually leveraging the rapid growth of OLED plate: the next three years, the basic technical rules of the color TV display industry.