Homepage  >  中文版
Contacts
Tel:86-755-83416111
Fax:86-755-83416961
E-mail:sales@szektech.com
Add: Building 3,No.3,West Area,Shangxue Technology City,Bantian,Longgang District,Shenzhen,China
  • PCB news
  • The LCD screen will be replaced by the OLED screen
     
    Date :2017-5-29

     

    Recently, OLED U.S. stocks performance and share prices soared. Some analysts believe that the global smart mobile phone brand to Apple as the representative of the OLED screen as a consensus, the OLED screen will demand volume growth, the domestic OLED company facing demand growth industries and enhance the localization rate of double opportunities. There are institutional researchers, said, OLED screen era or coming.


    OLED ushered in the outbreak
    Recently, OLED U.S. stocks performance and share prices soared. The main OLED display material of American science and technology company Universal Display announced a beautiful star of the first quarter results, revenue of $55 million 600 thousand for the company in the first quarter, net profit of $10 million 400 thousand, compared to the same period last year growth of 87% and 447% respectively.


    Public information shows that the largest customer is the global OLED panel leader Samsung Display, and its possession and application of OLED related patents up to more than 4200. Super expected quarterly ignited the enthusiasm of the capital market for the OLED industry, the company's share price rose 24% in the next day performance announcement, breaking the $100 mark, the stock price has doubled in the last year, the total market capitalization of $5 billion.


    Ceng Mingwei said that the company holds OLED cutting-edge material technology company's stock performance is basically a barometer of the OLED industry, reveals the rise of an industry. Some brokers believe that, from the second half of 2017, the global OLED industry is facing a major inflection point, iPhone 8 release, panel production capacity collective expansion will drive the rapid outbreak of the OLED industry chain.


    It is understood that OLED is an organic light emitting diode, is a new display technology on the LCD screen, the most prominent feature is ultra-thin, flexible surface, and rich color, high contrast, fast response speed, low power consumption and other advantages, so it will come out to a high-profile. The industry sees the OLED as a likely alternative to the next generation of display technology for the current mainstream LCD panel.


    "The first breakthrough is the development of small size Samsung OLED display technology, and its production costs in 2016 even down to high-end LCD panels below, and then the rapid replacement seems logical, overwhelming.". In addition to Samsung mobile phone first in most models the configuration of the OLED screen, others such as HUAWEI Mate9, OPPO R9, VIVO Pro, red rice xplay5 and other domestic models are beginning to use the OLED screen, apple is likely to start at iPhone8 with OLED screen." Ceng Mingwei said. According to IHS data, 2016 OLED screen mobile phone shipments reached 385 million, the permeability in a short span of two years from 14% to 26% and the rapid rise, the forerunner of OLED technology Samsung will occupy a small size OLED screen more than 90% of the market.


    Ceng Mingwei pointed out that the current OLED panel in television and other large size of the field of application to be behind some, due to technical reasons, size, OLED screen, in fact, is the use of different technical lines. The problem of low yield and high cost has plagued the large screen manufacturers for a long time. At present, South Korea's LG is a large-size OLED screen leader, the recent situation has shown optimistic prospects, LG said its large size OLED panel yield has reached more than 80%, the core technical difficulties are being gradually overcome. The most intuitive feeling is a 55 inch OLED TV prices have been close to the level of 10 thousand yuan, more than the domestic mainstream TV manufacturers have started on OLED TV as the focus of future expected, OLED TV will also accounted for the rapid growth of mobile phone appears step footsteps.


    Apple as the representative of the world's major smartphone brands have OLED screen as a consensus, OLED screen demand will be peatlands growth. Samsung, LG and other Korean panel manufacturers have greatly reduced the production capacity of small and medium-sized LCD panels, shifting the focus to the OLED field, OLED supply gap will continue. Domestic panel manufacturers OLED production line will be released at the end of 2017 to 2018, to compensate for the supply gap, import substitution potential.


    Domestic enterprises face double opportunities
    Like the LCD screen instead of the heavy CRT display technology, the rise of OLED will have an impact, but this time it might be a little more moderate." Ceng Mingwei pointed out that the brunt of the LCD panel backlight module. The backlight module accounts for 20%-30% of the small and medium size LCD panel and accounts for 50% of the large LCD panel. The global market is about $18 billion. Because the traditional LCD panel must use external backlight, and OLED is self luminous, do not need a large number of LCD backlight module, OLED alternative words will include the reflection film, widely used in backlight module brightness enhancement film, diffusion film optical thin film to form a strong impact on the backlight module.


    Secondly, the impact is the liquid crystal material, the traditional LCD panel liquid crystal molecules used to control whether the light through the switch, due to changes in the principle of light, OLED panels no longer need liquid crystal materials. In addition, OLED on the other two important products also constitute bad. One is polarizer, the traditional LCD panel needs two layers of polarizer to filter the light, and the polarizer used in OLED panel is slightly different, and only one layer is needed on the dosage. The other is glass substrate. First of all, the glass substrate technology which meets the requirements of OLED is difficult to increase. Secondly, the application of flexible substrate in OLED is promising, and glass will no longer be the only carrier of panel. Therefore, the amount of polarizer and glass substrate will be reduced in number.


    Finally, in the core panel manufacturing link, the popularity of OLED will also be inconsistent with the transition to the traditional LCD panel manufacturers impact. At present, South Korea's Samsung and LG in the OLED panel field has been a substantial lead, accounting for more than 90% market share. Domestic enterprises are chasing the panel, such as BOE Chengdu G6 production line has just recently lit, the same size of the Mianyang G6 production line has already started, Huaxing Power, shentianma, China, and Hui photoelectric photoelectric panel manufacturers are also actively layout of the corresponding OLED production line.


    According to the recent OLED industry chain overseas companies to disclose performance data, OLED industrialization process accelerated, leading companies have begun to honor the performance of the chain, shipments increased significantly. In addition, according to statistical data, at present, the planning and construction of OLED production line has reached 15, of which 8 in mainland China, with a total investment of nearly three hundred billion yuan, OLED production capacity is obviously concentrated in mainland china. Compared to the LCD industry, domestic spending more than ten years to catch up, in the OLED three countries, four places competition, the mainland of China in the beginning is in a more favorable position, domestic manufacturers are expected to win the initiative and voice.


    UDC performance is better than expected, from the side confirms the process of OLED industrialization significantly accelerated, domestic OLED related companies will benefit from lagging behind overseas companies, is currently in a strategic layout stage. According to the industry chain research feedback, Wan run shares, Puyang Hui Cheng and other domestic OLED material suppliers in the first quarter shipments improved significantly. At the same time, it believes that the domestic OLED materials company will gradually extend the industry chain to greater value, higher profits monomer link, the future will face industry demand growth and localization rate to enhance double opportunities.


    Related reports show that by the end of 2020, AMOLED market size is expected to reach 67 billion U. s.dollars, the annual compound growth rate will exceed 45%; is expected in 2017 AMOLED panel penetration rate in the mobile phone market will reach 27%, in 2020 will reach 50%. In this context, OLED related listed companies reported more prominent performance announcement. According to statistics show that 19 companies have disclosed interim results notice, Ou Feiguang and other 16 companies pre - hi.


    Source: Investment letters

     

  • Tel:86-755-83416111   Fax:86-755-83416961   E-mail:sales@szektech.com   sitemap
  • Copyright 2014 © E-Tech (Shenzhen) Technology Ltd. All Rights Reserved