Folding Screen Mobile Phone Bursting Red OLED Panel Industry Chain Welcomes New Opportunities

- Mar 18, 2019-

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Folding screen mobile phones and 5G networks have become one of the key words for the opening of 2019. At MWC 2019, Samsung and Huawei have released folding screen mobile phones. Although OPPO folding mobile phone has not been released, it was exposed in advance by Wei Han, vice president of Wei Yi, and combined with the double folding screen engineering machine exposed by Xiao Bin, president of Xiaomi, announced that “folding mobile phone” has come to the fore.


At the same time that the folding screen mobile phone burst red, it also blows a spring breeze for the flexible display panel industry chain. It is understood that Huawei's folding screen mobile phone uses 8-inch OLED panel, which nearly doubles the screen area of traditional mobile phones. Samsung's internal folding design makes the mobile phone need to be equipped with another screen in addition to the internal folding screen, which is equivalent to the traditional smart phone. Triple, this will drive the rapid development of the flexible panel industry.


The flexible screen market will break out


Flexible screen, ie flexible OLED. A flexible screen mobile phone refers to a mobile phone that uses a flexible and flexible screen. Because it is shaped like a roll, it is also called a volume mobile phone.


The successful mass production of flexible screens is not only beneficial to the manufacture of a new generation of high-end smartphones, but also has a profound impact on the application of wearable devices due to its low power consumption and flexible characteristics. In the future, flexible screens will follow personal intelligence. The terminal is continuously infiltrated and widely used.


The flexible OLED panel used in the folding screen is a branch of the OLED panel. Data show that in 2018, global smartphone OLED panels shipped 390 million, accounting for 26% of the smart phone panel market, of which flexible OLED accounted for 9%.


At present, the OLED panels on the market are mainly from South Korea. With the rise of the mobile phone market, the small and medium-sized OLEDs in China have developed rapidly this year. At present, BOE, Tianma, Visionox and Huaxing all have production lines. In 2018, Chinese panel makers accounted for 4% of smartphone OLED shipments in the global market.


Technical difficulties need to be solved


From the current situation of product landing, mobile phone manufacturers still have big doubts about the technology of folding screen. How much value does a folding screen have before it can solve the problem of interactive or experiential improvement for the user?


For the technical challenge, Li Yaqin, general manager of Qunzhi Consulting, said that the current assembly of mobile phone manufacturers is not difficult, mainly because of the technical problems that screen suppliers have to solve.


Although the flexible screen can be bent, if it is bent frequently, fatigue problems like metal paper will occur. If the flexible screen is bent for a long time and used for a long time, after being subjected to multiple compression and tensile stresses, crease damage may occur in the middle of the screen, which directly affects the life.


From a technical point of view, the flexible OLED screen module itself is very thin, but still contains a lot of components, in order to achieve excellent folding function, the thickness of the screen module and the hinge must be minimized, but this directly affects The strength of each layer structure, the key technology is the four key parts of the screen assembly - polarizer, cover, film, OCA glue.


The difference between the flexible OLED screen and the ordinary straight-screen OLED screen is that the ordinary OLED screen protection layer is a glass cover plate, and the flexible OLED screen is a layer of polymer film in order to be bendable and folded.


In addition, OCA glue is also essential, which is the key technology to achieve collapsibility. For the folding screen, the number of bending of the folding position of the screen must reach a certain standard, and it must have a certain fluidity during the bending process, and at the same time ensure that no debonding is required.


Although the current flexible screen technology has improved a lot, there are still many problems that still need to be solved. For example, the force point and stress of the screen when folded, the display function under the force of the force, the packaging technology of the polymer film, etc., in addition, the mass production pass rate still needs to be improved.


In 2017, when Sharp's mobile phone was ready to launch the folding machine, it was a half-year pre-research, and it encountered a big challenge. It did not dare to take risks on the rotating shaft, and could not find a suitable solution for reliability. In addition, the mobile phone TP coating is now an ITO film, which is not resistant to folding and is easily broken and cracked.


The above technical reasons lead to the high cost of the folding screen mobile phone, which is basically starting from 10,000 yuan.


However, Visionox related people said in an interview with the media that the current flexible screen products can achieve a service life of 100,000 times, which can be used for at least three years. In the future, the technical solution needs to be iterated continuously, which will continue to improve the service life and reliability of the screen.