August 22, Beijing Business newspaper reporter learned that Hisense officially joined the OLED camp, to Samsung as the representative of the qled Quantum dot TV camp and LG-represented OLED camp between the increasingly fierce competition. Hisense is the latest Chinese color TV company to join the OLED camp. Before this, Skyworth, Konka, Changhong and other Chinese color TV brands have launched their own OLED TV. Among them, Skyworth performance is most outstanding.
According to AVC Oviyun Network monitoring data show that 2017, Skyworth OLED TV sales have accounted for 46% of the Chinese market. The new brand into the Bureau, will also drive the OLED panel market higher. In the first quarter of 2019, OLED panel prices are up about 5% per cent year-on-year, IHS estimates.
In the second half of 2019, LG display Guangzhou OLED production line is about to put into production, the market demand for OLED panels will be slightly eased. TV upgrades in the entire household appliances category is the fastest, and in the latest consumption upgrade, qled and OLED up to five years of technical controversy, and once again pushed the color TV fast iteration. OLED display technology has the characteristics of self luminescence, the use of very thin organic material coating and glass substrate, when the current through, these organic materials will glow;
Qled can also be called quantum screen display technology, which is a new technology between the liquid crystal and OLED, the principle is through the blue LED light source to illuminate the quantum dots to stimulate red and green light. At present, OLED TV, quantum dot TV each have advantages, strengths, from last year's market share, the two achieved a different degree of growth.
According to Oviyun network statistics, last January-June, quantum dots, OLED two big display technology color TV products in the domestic sales rose 44% and 96% respectively. From the annual market, according to NPD DisplaySearch forecast, 2017 quantum dot TV in China's market growth rate will reach 100%, the year to 1.2 million units. At the same time, the global range will also increase from 2016 to 6 million units from 3 million.
TCL, Samsung and other brands in the quantum dots to build quite a lot. Last year, OLED television rose sharply.
According to IHS's latest research data, OLED TV panels demand in 2020 will reach 8 million, by 2021 will break through 10 million, will continue to maintain an average annual growth rate of more than 50%. OLED TVs are becoming a major revenue driver for TV makers, according to one analyst. He pointed out that Sony 2017 overall television earnings compared to 2016 growth of 21%, of which OLED TV contribution rate of 8%; LG Electronics 2017 overall TV earnings compared to 2016 growth of 9%, of which OLED TV contribution rate of up to 52%.
Meanwhile, Skyworth's 2016/17 financial year report also made it clear that OLED organic TV's big sale, is Skyworth high-end product line sales big growth of prime contributor.
At present, only LG Display has the capacity to produce large size OLED panels, the company is located in South Korea's two main production line total monthly output of 70,000 (substrate). ' This March, OLED TV panels have seen a 30% shortfall in supply and demand. ' at IHS Seoul Forum 2018, South Korea's KB Securities analyst said demand increases could lead to higher prices for OLED panels.
In a recent report, IHS estimates that OLED panel prices will rise by about 5% per cent year-on-year in the first quarter of 2019. July 2018, LG Display 8.5 generation OLED panel production line passed the approval of the Chinese government, landed in Guangzhou. Factory substrate size of 2200mm*2500mm, mainly produces 55-inch ~77-inch TV OLED panel, planned capacity of 60,000 pieces (substrate)/month, will be produced in the second half of 2019. LG display Guangzhou production line capacity is close to the previous large size OLED panel full capacity.
This is an important positive for the OLED TV industry that craves the panel, especially for Chinese TV makers. Industry insiders pointed out that, with the vigorous domestic consumption upgrade wave, the Chinese market has become a high-end product test water best market. The IHS forecast figures show that China's OLED TV will continue to grow at a high rate in 2019, up 115.5% from 2018, when China will become the only region in the world with more than 100% OLED TV growth.
With Hisense joining the OLED camp, this speed may continue to accelerate. Hisense joined the OLED camp | The competition of color TV show is becoming fiercer