OLED Competition Upgrade, 2020 Changes?

In recent years, the investment boom of OLED has been surging, and the popularity trend is more fierce. From the point of view of the latest trend of OLED manufacturers, we are entering the new stage of competition.

On the one hand, recent news said that Apple's mobile phones this year will all use OLED screens, the main supplier is Samsung, followed by LG, and JDI is on the edge of being out.

On the other hand, domestic OLED production lines will usher in a wave of mass production in 2019 and 2020, and BOE, TCL technology, vicino, Shenzhen Tianma and other manufacturers are making rapid bets on OLED. Not long ago, TCL technology announced its stake in joled enhanced printing OLED technology. After that, TCL technology was planning to build a R & D and production base for printing and winding display in Guangzhou.

The accelerated penetration of OLED and the competition between domestic and Korean enterprises make 2020 a key year for OLED development. After that, will the LCD market be rewritten? Can domestic overtaking enterprises have the opportunity? These will be ongoing topics for the next few years.

Small and medium size pattern changes

Among them, Samsung has the highest proportion of OLED applications. Over the past few years, Samsung's display company SDC has provided more than 90% of AMOLED smartphone panels. Until 2019, there is a subtle change in the market pattern.

According to the data of sigmaitell, SDC's market share in the global AMOLED smartphone panel shipment ranking in 2019 is less than 90%, accounting for 85.4%. Later, LG, Jingshen, and Dongfang were owned by LG, Jingshen and Dongfang. Although there is still a big gap between the capacity of SDC and the domestic market, there is still a big gap.

In terms of overall production capacity, according to the statistics of CCID think tank, by January 2020, 25 AMOLED production lines have been built, 3 production lines are under construction, and 2 are planned. In mainland China, 13 production lines have been built with a total investment of nearly 500 billion yuan, including 6 flexible panel production lines, 2 under construction and 2 planned. By 2022, the total production capacity of AMOLED production line under construction is expected to reach 33 million square meters per year, of which the total capacity of mainland China (including LGD Guangzhou production line) will reach 19 million square meters / year, accounting for 58% of the world.

China's OLED production capacity is constantly improving, and it can be predicted that it will become an important production town of OLED in the future. On the other hand, domestic manufacturers are still planning new production lines and striving for new customers.

For example, a reporter from Beijing Oriental will continue to test the mobile phone layout of Beijing Oriental mobile phone Co., Ltd. in the next year, a reporter from Beijing Oriental will continue to test the mobile phone layout of Beijing Oriental. However, a reporter from Beijing Oriental will continue to test the mobile phone layout of Beijing Oriental It may break into Apple's mobile phone supply chain, and BOE is also working closely with module manufacturers.

Looking at Korean manufacturers, on July 8, it was reported in the media that LGD plans to reinvest in small and medium-sized OLED production lines in South Korea, specifically e6-3 production line in P9 factory in gyeongpo Prefecture of South Korea. The investment of this production line was interrupted in 2017, and this restart is to supply panel for apple. Apple has been de Samsung in the supply chain, and also hopes to adopt a multi supplier strategy in terms of screen. With the increasing demand for Apple mobile phones, LGD will also move.

In the small and medium-sized OLED market, the competition is more intense. Facing the next generation of flexible display technology, manufacturers are actively stuck in the supply chain of more technology giants. Since 2020, there is not only the upgrading war between Chinese and Korean enterprises, but also the qualifying competition of domestic manufacturers.

Wang Xiaoya, senior analyst of group intelligence consulting mobile phone panel research, told the 21st century economic reporter: "in the domestic market, except BOE, the current market pattern is still changing. In addition to Huawei's 60 million Huawei and Lenovo's large-scale production of Huawei's and Huawei's Lenovo's, Huawei's and Lenovo's 400 million Huawei's and Lenovo's large-scale production of Huawei's and Huawei's Huawei's Lenovo's Huawei's and Lenovo's 400 million Huawei's Huawei's and Lenovo's Huawei's Huawei's and Lenovo's Huawei's Huawei's and Lenovo's Huawei's Huawei's and Lenovo's 400 million Huawei's Huawei's and Lenovo's Huawei's Huawei's and Lenovo

Large scale mass production technology PK

Compared with the application of mobile phones and computers, the penetration rate of OLED in TV is not high. However, according to the statistics of omdia, as of February 2020, the cumulative shipment of OLED TV has reached 10.05 million, exceeding 10 million for the first time. Even so, OLED TV still accounts for a small proportion of the world's 240 million color TV sets a year.

Xie Minxia, senior analyst of Qunzhi TV, told the 21st century economic report: "from the cost point of view, the price of OLED panel has not declined significantly, and the price difference between OLED panel and LCD panel is still about 5 times, and the retail price in the market is still at a high level. In the context of the global economic downturn, the consumption of high-end products is bound to be restrained. It is estimated that only 3.24 million OLED TVs and 4 million OLED TV panels will be shipped this year. "

At the same time, the technology competition of OLED panel is still continuing. At present, only LGD can mass produce large-size OLED panel. However, domestic enterprises have been dormant for a long time. Both TCL and BOE have been researching and developing printing OLED technology, trying to reduce the cost of mass production through "printing" to break the high cost of evaporation and plating. TCL technology is more radical.

According to the recent "Guangzhou 2020 key construction project plan" notice, the csot optoelectronic printing and winding display R & D and production base project is in preparation. This is the latest generation panel production project of csot, with a total investment of 46 billion yuan. The planned construction starting period is 2021-2023, and is currently in the process of application for approval and construction. TCL technology insiders told the 21st century economic reporter that the project is still under approval and will continue to negotiate.

Of course, printing OLED is not easy. The upstream and downstream of the industrial chain are immature, and there are bottlenecks in materials, equipment, and terminals. TCL technology's acquisition of joled is also to strengthen the large-scale OLED technology. The two sides will carry out joint research and development in the field of ink-jet printing OLED for three years. At the same time, there is also an off-site factor: CLP panda has the right to use igzo technology patent authorized by sharp, which is an important technology in the production of large-size OLED screens. In the end, if TCL can further strengthen its capacity of mass production of OLED.

Liu Jiansheng, senior analyst of group intelligence consulting TV panel, said to reporters: "from the perspective of business layout, csot recently announced the construction of OLED G8.5 is an inevitable choice. Moreover, the company has recently invested in joled to achieve technical cooperation, which may be beneficial to the research and development of OLEDs in the future. However, from a technical point of view, no company has achieved mass production in the printing of OLEDs. Therefore, we should pay more attention to the technology maturity of large-scale OLED production line of domestic manufacturers. In the long run, once a breakthrough in printing technology is achieved, mainland China can indeed take a place in the field of large-scale OLED display in the future, bringing new pattern influence to the whole industry. "

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