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Company News >> Samsung has set three hurdles for China on the OLED screen, and now we have crossed them one by one 11th,May,2022
                                              On OLED screens, Samsung used to be the global hegemon, taking 95%+ of the global share at the peak, leaving only 5% for other manufacturers.

What makes other manufacturers, especially Chinese manufacturers, helpless is that in order to prevent other screen manufacturers from catching up with Samsung, Samsung has set up three barriers on OLED to prevent other manufacturers.

These three hurdles are the vapor deposition machine, the metal mask FMM (Fine Metal Mask), and the Super Invar Sheet (Super Invar Sheet).

Samsung has set three hurdles for China on the OLED screen, and now we have crossed them one by one

In the early days, only Canon Tokki in Japan could produce the evaporation machine, and the production capacity was limited. Samsung directly signed an exclusive agreement with the other party to package the production capacity. Only if Samsung did not need it, it could be sold to other manufacturers.

As for the metal mask, Dai Nippon Printing is the strongest, and Samsung has signed an exclusive agreement with it to round up its production capacity. Unless Samsung can't eat it, it will be the turn of other manufacturers.

The same is true for the super-invar board. As the raw material of the metal mask FMM, Hitachi is the best, and Samsung also signed an agreement with Hitachi. In this way, other manufacturers cannot catch up with Samsung in terms of production capacity, yield, resolution, etc. of OLED screens.

Samsung has set three hurdles for China on the OLED screen, and now we have crossed them one by one

However, many years have passed, and domestic OLED screens have risen. At present, in the global OLED screen market, BOE has ranked second in the world, second only to Samsung.

In terms of yield rate, BOE has now exceeded 80%, while LG is only about 85%, which is not much different. Samsung is the highest, reaching about 94%, but the advantage is no longer so obvious.

In the process of this rise, these hurdles set by Samsung have been crossed by domestic manufacturers one by one. First of all, in terms of vapor deposition machines, many domestic manufacturers have developed vapor deposition machines, so Canon Tokki There is no limit, and a large number of them are sold to Chinese manufacturers.

Samsung has set three hurdles for China on the OLED screen, and now we have crossed them one by one

In addition, on the metal mask FMM (Fine Metal Mask) and Super Invar Sheet (Super Invar Sheet), although the domestic supply chain does not reach the level of Dainippon Printing and Hitachi.

But because domestic production can be made, even if the effect is a little bit worse, through continuous improvement of technology, the gap is not so big, so the blockade of the other party is meaningless, so domestic can also buy a lot, and domestic production is also constantly improving. Partial substitutions have also been made.

It can be seen that as long as we study hard and are willing to study, we can overcome any hurdles. The OLED screen is the best example. At present, BOE has entered the iPhone14 supply chain, indicating that China's OLED screen has been able to compete with Samsung and LG. .

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