At the end of May this year, Apple announced that all new iPhone products will adopt OLEDs next year. This is undoubtedly a blue sky for JDI that has not prepared OLED products in advance, and the proportion of mobile phones is as high as 80%. The fiscal year 2017 financial report for March 2018 shows JDI has a loss of 247.2 billion yen (about 15.2 billion yuan) and is actively seeking to find a breakthrough from the automotive market. The car display market benefits from drone growth. Because unmanned vehicles need to show more information to drive According to the market research organization IHS, the global vehicle display market reached 6.7 billion US dollars last year, and is expected to grow to 20 billion US dollars by 2020. The yield is also higher than TV, Mobile. 2~3 times, the display industry, where the profit margin continues to decline, has attracted much attention.
JDI teamed up with unmanned vehicle development companies such as Sony Panasonic, which took the lead in two-way interactive screens and supplied curved displays for mainstream companies such as Volkswagen and Mercedes-Benz. Last year, the global market share was 17.9%. , for the world's first. And in order to ensure the continuation of the market leading position, JDI also promoted the head of the vehicle business department to the president in June this year.
However, because Taiwanese companies followed closely, they were not restless. The second place in the market was AUO, which was 12.1%. Sharp and LGD ranked third with 11.9% market share respectively. Taiwanese and Korean companies are set to be next year. The 15% growth target is designed to compete for the first.
In addition, the OLED in the automotive market is also a threat to JDI as the mobile phone market. Because JDI's OLED process is compared to Samsung, LG is late, and there will be initial panel output by 2021. However, LGD has begun to GM, Toyota and other supply OLED screens, and plans to supply OLED screens from the first half of Mercedes-Benz in 2020.
However, JDI executives remain optimistic about the future. JDI Vehicles said that OLEDs will take a long time to become popular in the automotive market due to short life and high cost. Differentiation comes from design, and JDI's display panel is The design of the vehicle provides more room for play.