Domestic Panel Companies Crack South Korea's Monopoly On OLED Panels

- Oct 31, 2018-

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After the smartphone innovation reaches the ceiling, AMOLED panels are becoming an important innovation for mobile phone companies. However, South Korea's Samsung still has a monopolistic market position in this field. With the introduction of AMOLED panels in Apple iPhone8, the supply of the industry is further strained. Domestic mobile phone brands have chosen to support domestic AMOLED panel companies to increase production capacity, and it is expected to crack this monopoly.

Domestic panel companies crack South Korea's monopoly on OLED panels

Huami OV promotes the development of domestic AMOLED panel industry

OPPO and vivo are the biggest winners of AMOLED screen mobile phones in the domestic market in 2016. The two mobile phone companies have ensured that Samsung supplies them with AMOLED panels by giving Samsung a huge rating, but even this still fails to meet the two mobile phone companies AMOLED The demand for panels has to be introduced with the R9k and X9i with LCD panels in the case of their R9 and X9 hotspots.

As the largest domestically produced and the world's third largest mobile phone brand, Huawei's high-end mobile phones mate9 and P10 respectively introduced mate9 Pro and P10 plus with AMOLED panels, while mate9 and P10 continue to use LCD panels to ensure the shortage of AMOLED panels. Market supply.

Last year, Huawei, OPPO and vivo jointly invested in Shenzhen's OLED panel manufacturer Rouyu Technology, hoping to promote the OLED panel manufacturer to accelerate the production capacity of OLED panels to obtain its OLED panel supply.

Xiaomi went to Samsung to discuss the supply of AMOLED panels. However, from the later results, the two sides should not reach an agreement. Xiaomi will cooperate with domestic OLED panel manufacturers and Huiguang to supply OLED panels, but due to capacity constraints and Photoelectricity can not meet the needs of millet, and it is said that Huawei later adopted OLED panels from Hehui Optoelectronics.

In addition to the above-mentioned panel companies, Huaxing Optoelectronics and Tianma Microelectronics have also begun to produce their OLED panels. Recently, BOE also announced that its sixth-generation flexible AMOLED production line will be put into production. These domestic panel companies will continue to put into production of OLED panels to some extent. The OLED panel is in a tight situation, and the large-scale purchase of domestic mobile phone brands will also help their capacity expansion.

Domestic panel companies crack South Korea's monopoly on OLED panels

Before BOE and Huaxing Optoelectronics put into production LCD panels on a large scale, South Korea's Samsung and LG also monopolized the LCD panel market. However, with China's large-scale production of LCD panels, China is becoming the world's second largest panel producer. IDC released data last year. In the quarter, BOE has become the world's largest manufacturer of large-size LCD panels. BOE is also an important panel supplier to Samsung, the world's largest TV company.

The success in the LCD panel market has encouraged domestic panel companies to increase their investment in OLED panels, hoping to achieve new success in this area of panel technology that is considered the most promising. Compared with the LCD panel, the OLED panel industry is currently showing a hundred flowers, many companies have invested heavily in research and development of OLED panel technology and construction of OLED panel production lines.

The domestic mobile phone brand has experienced the pain caused by the shortage of supply in the industrial chain. Since the shortage of storage chips and panel supply since last year, the price has risen sharply, the profit margin of domestic mobile phone brands has been squeezed, and the supply of components is short when the products are hot. The pace of letting them seize market share was forced to slow down, which forced domestic mobile phone brands to start investing in the industrial chain, with Huawei being the most active.

Huawei has achieved great success in the mobile phone chip industry. Huawei HiSilicon has become the sixth largest chip company in the world. It is developing SSD control chips and cooperating with SMIC to develop semiconductor manufacturing processes (the shortage of TSMC's 16nm FinFET and 10nm process capacity) Under the priority of taking care of Apple to make it greatly stimulated), in addition to the above-mentioned joint investment with OV in the panel industry, it has also been rumored to cooperate with Foxconn to invest in the construction of panel production lines, so it is not excluded that it will further increase the OLED panel in the future. Industry investment.

With the growing strength of domestic mobile phone brands, their support for domestic panel companies will help domestic panel companies break the monopoly of South Korea in the OLED panel industry. This process will be much faster than LCD panels. It is expected that domestic OLED panels will be large-scale. The production time is in 2019, when domestic companies will no longer need to look at the face of Korean panel companies.