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Company News >> OLED big gold mine look at the Chinese panel business hero 14th,Apr,2018
                                            Currently, the mainstream LCD technology in the market requires the backlight module to provide the light source, and the control of light and shade and the color of the image are achieved through liquid crystals, polarizers, filters, and the like. The OLED is a material that emits light directly after being energized, and does not depend on the outside. Light source. The difference in principle and structure has resulted in advantages such as lightness, thinness, power saving, and flexibility of OLED relative liquid crystals. With the development of technology, the disadvantages of OLED in terms of cost and lifetime have also been gradually solved. With the advantages already highlighted, and the disadvantages being compensated, OLED technology is expected to achieve rapid penetration of the display market in the future.

Data show that in 2015 China's TV market, OLED products sold more than 40,000 units, and this figure is expected to jump to 300,000 units in 2016, in addition to monitors, smartphones, and emerging VR virtual reality markets. And so on, are full of expectations for OLED, the relevant data research agency said that the OLED market is already on the eve of the eruption, the next 10 years, OLED is expected to account for the total proportion of the display market 30% to 40%. The huge market space has endless attractiveness. The manufacturers in the various segments of the OLED industry chain are eager to cover their excitement and ready to do something.
What is the current OLED panel market pattern? Samsung is the only one in the OLED panel supply market. It not only covers 100 million tablets, but also provides OLED panels to domestic smart phone manufacturers such as OPPO and VIVO; LG is not convinced to shut down a number of OLED panels in order to focus on promoting OLED panel production. After the acquisition of Sharp, Hon Hai made clear that it invested 200 billion yen in OLED technology research and development and production; Sony, Panasonic, JDI joint venture established JOLED company focused on OLED technology research and development and product production......
In the environment where global giants are deploying OLED display technology so heavily, traditional LCD panel factories such as BOE, Shen Tianma, and Huaxing Optoelectronics have begun to lay out OLED production lines. However, the earliest production capacity will have to be around 2018. It takes a long time for manufacturers such as Viscano and Visconn to launch large-scale production capacity. This means that the best development period for the lucrative and profitable layout of the OLED industry will not be comparable to those of domestic companies. After 2018, OLED production capacity will be exceeded. As a result of the increase in competition in the industry and the inevitable decline in prices, how will Chinese companies, who play the role of chasers, become self-reliant? Taking BOE as an example, in 2014 and 2016, a total of 46.5 billion RMB was invested in two phases to build LTPS/AMOLED panels on the 6th generation line in Chengdu. The time for mass production of the 6th generation line is planned for 2018; as early as in 2011. BOE has built a 5.5-generation AMOLED panel production line in Ordos for 22 billion, and will achieve mass production in 2016. It can be seen that the investment in panel lead generation is huge, the construction period is very long, the time for smooth production and revenue generation is very long, and the investment risk is evident. And there are not a few Chinese panel makers who have stepped into BOE....
Speaking of a story here, a Jews built a gas station near the desert road, another Jews set up a hotel next door, another Jews set up a supermarket, and eventually they all made money; Next to the desert road, a Chinese built a gas station. Another Chinese person saw it. He also built a gas station, another Chinese, or a gas station. The last three people did not make money...
Of course, there are also Chinese people who choose to build hotels and supermarkets. For example, in the OLED industry, Xian Ruilian, Jilin Aolide, etc. have become important suppliers in the liquid crystal monomer industry. Customers include Samsung, LG and other industry giants; in the OLED panel In the driver chip industry, Zhongying Electronics is also an influential brand in the industry. OLED upstream materials are mainly cathode, anode, transmission layer materials, and light emitting layer materials. Due to the high technical barriers in the upstream OLED materials field, the market competition is relatively small, and profitability is high. With high levels, the future profitability of OLED upstream materials is expected to remain at a high level.
OLED becomes the mainstream display technology in the next era is almost a foregone conclusion. The idea of ​​accelerating the layout to meet the industry's outbreak and growth is absolutely correct, but it cannot be done to avoid weaknesses and differentiation, and it is impossible to gain technology and scale advantages in the hunting industry involved. The more risk the greater, even in the face of large gold mines such as OLED.
Finally, we read another news. Canon Tokki is the world's largest "vacuum evaporation equipment" plant. This equipment is equivalent to the heart of the OLED panel production line. Currently, there are only a few annual production capacity. The major OLEDs in Japan, South Korea, Taiwan, and the Mainland include Japan and South Korea. Orders from production areas have spewed, causing the delivery to wait for several years. Even if you stand in the same breath, you should also want to fly higher and longer.

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