Smart phone innovation is difficult, OLED replacement market demand starts
As smart phone products mature, the difficulty of making major innovations on existing products continues to increase. The OLED screen promoted by Samsung has the advantages of wide color gamut, low energy consumption and light weight. Especially the curved screen product Galaxy S7 Edge has unique product appearance and UI design potential, making OLED an important direction for smartphone innovation. OLED will gradually replace the existing LCD family products (TFT, In-cell), and gradually become the mainstream of the high-end market, especially in the future, after the iPhone adopts OLED, it will further promote the establishment of industry trends.
VR, intelligent hardware open OLED innovation needs
OLED display technology has the characteristics of low latency and easy flexibility. It is the same as the technical appeal of VR and intelligent hardware. It is an important driving force for the development of VR and intelligent hardware products in the future, effectively solving the technical bottleneck of existing products, and further related markets. The launch of mature and killer products will become an important driving force for the new demand explosion in the OLED market, and it is also the biggest driving force for the OLED industry to seek material and technological innovation.
AMOLED's technology is more open, and the industry is more powerful. It is expected to replicate the successful path of LCD.
In the process of the rise and popularity of LCD display, the continuous promotion of national-level industrial forces is an important reason for building industry competitiveness, resulting in the emergence of liquid crystal display in the United States, in Japan, in South Korea and later in the Chinese industry. With the maturity of OLED technology, the cost of production has been reduced. According to IHT Technology data, the mass production cost of small and medium-sized AMOLED liquid crystal panels is now officially lower than that of LCD screens. Therefore, OLED has excellent image display effect, rich color performance, lower energy consumption, thinner design and flexible characteristics, and the cost performance advantage is prominent. The advantages in mobile terminal applications are gradually established, so the panel at home and abroad OLED technology has been greatly promoted by the manufacturer's capacity building and the application of mobile phone brand manufacturers.
OLED industry chain: domestic intermediate companies directly benefit
In 2015, the market share of OLED terminal organic materials was about 3.9 billion US dollars, and the corresponding intermediate market share was about 400 million US dollars, close to 2.5 billion yuan. In 2020, the market size of OLED organic material intermediates is expected to grow to 6 billion yuan. From the perspective of the industrial chain, domestic intermediate companies have successfully cut into the international OLED material supply chain system. With the opening of the OLED market space, domestically-developed OLED intermediates such as Fuyang Huicheng and Wanrun are expected to benefit.
Curved OLEDs drive changes in the touch industry, and GF manufacturers are reborn
In the past, due to the In-cell integrated panel and touch industry, the industry trend that is unfavorable to independent touch factories has been formed. However, with the rise of curved OLEDs, the current curved OLED package mainly adopts the touch film package form, which brings great industrial opportunities to companies such as Ou Feiguang, which uses GF touch screen as the main technical path, so that these traditionally operate mainly in the low-end market. Manufacturers have the opportunity to enter the high-end product supply system.