Although South Korea's Samsung and LG Display currently dominate the global OLED panel market, Chinese flat panel manufacturers include BOE, Guoxing Optoelectronics (CSOT), Huihui Optoelectronics, Visionox, Xinli Optoelectronics, Tianma Microelectronics, Kunshan Guoxian Optoelectronics And Joo Technology has entered the industry.
According to sources, in 2019, as more and more OLED panel production lines began commercial production, Taiwan's COF (film flip chip packaging) packaging service suppliers for OLED driver ICs, including Shan State Technology and Nanmao Technology, etc. , will receive more orders from the above-mentioned mainland China panel makers.
Shan State Technology and Nanmao Technology sources believe that COF will replace COG (glass flip chip) technology in 2019, becoming the mainstream packaging process for small-size smart phone panel OLED driver ICs.
According to sources, semiconductor material supplier Wah Lee Industrial expects sales to continue to grow by nearly 20% in the second half of the year as demand for related OLED devices and materials continues to grow.
Driven by its established distribution channels in China, Wah Lee's OLED business line sales increased by 2.5 times in the first half of 2018, which also indicates China's strong demand for related OLED products.