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>> Flexible OLED: BOE has become the main force of the enclosure 2nd,Jan,2018
In 2018, the development of the OLED industry was inconsistent with the external forecast, and China and South Korea entered the initial stage of construction and capacity explosion.
After the panel companies in mainland China experienced the profit growth carnival in 2017, just entering 2018 made the whole panel industry's spring cold over the past winter.
First of all, in the field of OLED investment, due to the unsuccessful price negotiation between Apple and Samsung, and the internal review of Apple's replacement iPhone X mobile phone and the impact of the old model material inventory, the iPhone X has been suspended. The decision of the order. Apple's move caused Samsung's A6OLED panel production line utilization rate to be less than 30%.
In response to this situation, Samsung has urgently braked the investment in the 6th generation OLED panel production line. The plan to add another double evaporation machine next to the original production line was completely stopped.
In South Korea's other panel maker LG, after several months of hard work, there is still no way to complete the mass production of the Apple iPhone X mobile phone OLED display. Coupled with strong demand in the OLED TV market, Apple Watch orders are also sufficient to maintain the OLED panel production line without stopping work, so LG also suspended additional investment in the 6th generation OLED panel production line.
When the two major OLED giants began to shrink in capacity building, upstream materials and equipment manufacturers in the OLED panel industry had to increase their product and technology marketing for Chinese panel companies that were not optimistic. After the Chinese government and the panel industry negotiated with the upstream materials and equipment manufacturers of the major OLED panel industries in the world, a Chinese market-centered OLED panel promotion plan began to be launched globally.
Subsequently, upstream raw material companies, including LG, began to build a supporting capacity around Beijing and Chongqing in mainland China. At the same time, downstream downstream module processing enterprises Lianchuang, Yecheng, etc., also announced the construction of relevant rear module capacity in Sichuan and Chongqing. A complete industrial chain from upstream materials to downstream module processing began to expand gradually in the local area.
Based on the recovery of investment confidence in the OLED industry in China, Visionox, Shenzhen Tianma, Xinli and Huaxing Optoelectronics have launched their own OLED panel capacity expansion plans. Of course, BOE, which has two 6-generation lines in front, is still the most active. In 2018, a 6-generation OLED production line will be built in Chongqing and Fuzhou respectively.
Moreover, BOE does not know for any reason, in this cooperation with the Fujian government, it has also added a similar xenophobic agreement, and Party A’s Fuzhou Municipal People’s Government promised that Party A and/or without the written consent of Party B (BOE) The investment platform designated by Party A shall not transfer the equity of the project company it holds to a third party; the manufacturer of other TFT-LCD and AMOLED display devices will not be introduced into the Fuzhou area within three years from the date of the project company's commissioning.
In this way, in addition to trying to assist BOE in completing relevant investment and financing, the local government also avoided the competition from local counterparts for local industry support and capital matching. The meaning of industrial enclosure is very obvious.
Although it has been added up and down, there are already 20 small and medium-sized OLED panel production lines under construction and under construction in China. Among them, there are 11 panel production lines focusing on flexible OLEDs. The total investment of these production lines is close to 396 billion yuan. The monthly production capacity is 387,000 pieces, about 1.08 million square meters.
However, these capacity needs to be fully released, but it will take a long time. First of all, some production lines are still in the process of preparation, or are still in the construction period; although some production lines have been built, they still remain in the solidification process curing stage; a few production lines that have been solidified in mass production are still in the production line. Yield and capacity climb stage. Calculated, the shipment of flexible OLED panels in mainland China in 2018 is less than 1 million square meters.
However, if the construction and operation of these production lines are successful, it is expected that by 2022, the shipment of flexible OLED panels in China will reach 4 million square meters, and after six years, all panel production lines will be produced normally. If it is operated, there will be 600 to 8 million square meters of flexible OLED capacity supply market. Converted into a total of about 6 inches of smartphone display, how much of their total capacity: the whole year, if the yield reached 60%, it is about 600 million.
The reason for assuming that these flexible OLED panel production lines can operate normally, the biggest reason is not only the instability of the OLED products themselves, but also the market uncertainty caused by the industry materials and process support. It is very important that when some companies really stripped off the flexible OLED panel business, everyone found that operating flexible OLED products is costly and very expensive. Therefore, the government of the panel factory and panel factory can not be in the future. In the past five or six years, there has been enough strength to burn money, which has become a hot spot for the whole industry.
From the global supply of OLED display market in 2018, the shipment of smartphone AMOLED panels is about 550 million pieces, and the market share of Samsung alone is over 93%. LGD has its own mobile phone and Google mobile phone shipment guarantee, plus Huawei's flagship machine adoption in the second half of the year, shipments are basically stable at around 10 million; but LG's shipments on smart watches are larger, is the mobile phone panel More than four times.
China's mainland Visionox still maintains its leading position, mainly supplying the Shenzhen market, and its shipments are also more than LG. It has become the largest ship in China and the second largest in the world. In addition to the smart wearable products such as watches and bracelets in mainland China, Huihui Optoelectronics has increased its kinetic energy by Huawei and BBK, becoming the number one manufacturer of wearable OLED panels in mainland China, and on smartphones. With the brands such as Xiaomi and Lenovo, the shipment volume has also exceeded 5 million pieces, which is close to 6 million pieces.
BOE also benefited from the 6th generation of flexible OLED panel lines in Chengdu in 2018. The shipments of OLEDs in the whole year were almost 5 million pieces, and the shipments came to the third place in mainland China. Shen Tianma also benefited from the 6th generation of flexible OLED panel lines in Wuhan, and the annual shipments were close to 2 million. In addition, the shipment of Truly's OLED panels is also around 50 to 1 million.
In general, there are two unexpected phenomena in the OLED industry in mainland China in 2018. First, the speed of investment expansion has not slowed down, but accelerated. Second, the real mass production rate is far less than the original estimate. Shipments are at least four to fifty percent less than the industry's forecast.
As a result, the upstream material suppliers and equipment manufacturers supporting the OLED industry have all changed their positions in 2018, and the orders of the front-end equipment manufacturers of OLEDs have increased, and the revenue has increased. The OLED materials supplier and the latter stage The equipment manufacturers had no way to fully use the planned production capacity, and the orders and revenues did not increase as expected. Subsequent orders were delayed.
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