According to industry sources, Taiwanese panel supply chain manufacturers, including manufacturers of OLED panels, polarizers, chemicals and masks, are stepping up development of materials for the production of foldable smartphones.
Polymer manufacturers Taimide Tech and U-Best Polymer Industry have been developing colorless polyimide (CPI) films for the production of foldable smartphone backplanes or cover lenses. .
According to sources, Taimide plans to establish an optical CPI production line in the first half of 2019 and plans to start mass production in the second half of this year. After obtaining the agreement of the Taiwan Industrial Technology Research Institute to transfer the relevant formulations and technologies to the company for the production of hardened films, Yongjie Polymer Industry began to develop hardened films for the production of OLED panels.
At the same time, Daxing Materials is working hard to develop high-quality anhydride monomer-based CBDA materials for the production of polyimide (PI) substrates and PI cover lenses. According to sources, Daxing materials have been delivered to customers for verification. Sample of CBDA material.
FineMat Applied Materials, a manufacturer of general-purpose metal masks (CMMs) for the production of OLED panels, is actively expanding its capacity to meet the growing demand for OLED applications, especially for collapsible smartphones. It is reported that FineMat has occupied 50% of the Chinese CMM market, and its customers include Royole and Lenovo (Motorola) and other well-known companies.
Tablet maker AU Optronics (AUO) has demonstrated its ability to manufacture flexible OLED panels and is expected to begin shipping related panels to customers in the second half of 2019. Some sources pointed out that Lenovo (Motorola) may be the first customer of AU Optronics OLED panel.
BenQ Materials, a circular polarizer product for smartphones and smart bracelet applications, has been reported to have been developed for the first generation of circular polarizers for collapsible smartphones. However, the company is currently developing a second-generation circular polarizer for collapsible smartphones with more powerful foldability and optical effects; in addition, BenQ is likely to start selling to Chinese mainland OLED panel manufacturers in the second half of 2019. Ships circular polarizers for collapsible smartphones.