China OLED mobile screen will enter the key breakthrough period in the second half of this year. Victoria letter August 10 Night notice, it with its holding subsidiary to 3.16 billion yuan and 220 million yuan acquisition of Jiangsu Victoria Connaught 44.8% of the equity and the Victoria Letter Connaught Show 43.87% of the equity, while to 250 million yuan to sell the Victoria letter Connaught Technology 40.96% Equity.
Through these assets reorganization, place into AMOLED business, turn out pmoled business, hope to occupy AMOLED market share quickly. Tsinghua University, the background of the letter Connaught, in 2008 in Kunshan, Jiangsu Province to build China's first OLED large-scale production line; 2010, Kunshan was built in the first AMOLED pilot production line in China.
Dormant for eight years, now AMOLED Kunshan project assets have been acquired into the listed companies, means that has been seen into the harvest of the dawn. Sigmaintell's data show that in the first half of 2018, the letter was a bright eye, with 3.7 million pieces of shipments in the global Smartphone AMOLED panel shipments ranked third, after Samsung and LGD.
Victoria letter Connaught Kunshan 5.5 Generation AMOLED production line this year rapid volume, and with 6.01-inch full screen panel in the second quarter of the production, the second half shipments will increase. In addition, the letter Connaught in Hebei Guan 6 generation of flexible AMOLED panel production line, will also be put into production in the second half of 2018.
Plus, this year OLED screen in the high-end mobile phone market penetration, so at this time the AMOLED business into the listed company coincides with its time. In Group Wisdom Consulting general manager Li Yachen view, rigid OLED mobile phone screen demand growth, there are two main reasons: first, in addition to Samsung, LGD and China's letter Connaught, Deep Tianma, and Hui Photoelectric can also provide, product yield stability, compared to flexible OLED screen has a cost advantage;
Second, the screen fingerprint become a new trend of mobile phones, and the screen fingerprint technology and the combination of rigid OLED screen, the effect is better than the LCD screen. Globally, Samsung still occupies a 94.7% share of the global smartphone AMOLED screen in the first half of 2018, continuing its lead. At the same time, several other manufacturers are fiercely competitive, especially the Chinese manufacturers of shipments of obvious growth.
Wei Xin Connaught, and the Hui photoelectric and deep Tianma in the first half of this year's shipments to achieve 365%, 145% and 260% of year-on-year growth. Huawei overtook Apple for the first half of this year, the second largest smartphone shipments worldwide; Millet is ranked the global smartphone shipments fourth, ranked after Apple; Oppo, Vivo, ranked sixth in global smartphone shipments.
China Mobile phone brand group rise, for domestic OLED screen created a huge demand space. In the first half, China's four major mobile phone brands have launched a variety of Use AMOLED panel flagship mobile phones, such as Huawei P20pro, Millet 8, oppofindx and Vivonex.
However, up to now, the AMOLED screen used by mainstream mobile phone brands in China is still basically supplied by Samsung, and the number and quality of domestic OLED phone screens still need to be worked out.
Oviyun Network (AVC) senior analyst Ha Jiqing predicted that the second half of this year will start to Huawei supply OLED mobile screen, Victoria letter Connaught also in the supply of OLED to discuss the issue of LCD phone screen, so the second half will be domestic OLED mobile screen key breakthrough period. Previously, the Beijing-Orient Chengdu 6-generation Flexible AMOLED line has been put into production at the end of last year, has been at a good rate of climbing period, and the Beijing-Orient Ordos 5.5-generation AMOLED line of the panel is mainly used for wearable products.
Despite the rapid growth of shipments in the first half of this year, the AMOLED panel is also used for wearable products and second-tier handset brands. The ambition of China's panel factory is not only to achieve a zero breakthrough in the OLED mobile screen field. BEIJING-Orient after 15 years of development, 2017 LCD panel shipments have leapt to the world's first, although the panel shipments still live in South Korea Samsung, after LGD.
OLED field, the Virgin hopes to become another Beijing Oriental. Beijing east with the help of capital markets and local government to achieve the speed of development, the AMOLED business into the listed companies, can replicate the same success model, remains to be seen.
In the first half of this year, the letter Connaught 650 million ~7.7 billion, set up a small growth of pmoled business, the short-term new AMOLED business still difficult to help the listed companies turn a profit. Chinese manufacturers of AMOLED business to achieve profitability, at least 2-3 years, because the current domestic OLED phone screen has not yet mass production and bulk shipments.
Ha Jiqing judge, the next 3-5 years can be folded, can curl mobile phone appearance, flexible OLED panel demand really up, then OLED business will usher in the Golden Age. Domestic OLED mobile screen in the second half of the breakthrough period