With the iterative update of display technology, OLED with superior performance is expected to gradually replace LCD and become the next generation mainstream display technology. Recently, major manufacturers have announced the addition of OLED investment. Analysts are optimistic about the future growth prospects of the OLED market. It is expected that investment in the industry chain will continue to heat up.
Since last year, the market's discussion on the upcoming large-scale application of OLED technology continues to heat up. In recent months, the news that Apple iPhone 8 will adopt OLED screens will further push the hot topic of this topic to a new high. According to the Nikkei News, by the second half of 2018, all new iPhones will use OLED screens.
The industry believes that the full deployment of OLED screens on the iPhone 8 will accelerate the adoption of OLED panels by other smartphone manufacturers. Trendforce expects OLED panels to reach 50% on smartphones by 2020.
While the demand for smartphone applications is approaching the explosion, the demand for OLED TV panels is also growing rapidly. LG Display announced that its 2017 OLED TV panel production target will reach 1.8 million units, double the production in 2016. Sony, Sharp, Panasonic and Toshiba will also return to the OLED TV market. According to IHS data, the average annual growth rate of global OLED TV shipments will remain above 70% from 2016 to 2019.
The OLED market prospects are so optimistic, why have Taiwan panel makers not followed up? According to industry sources, in addition to the high cost, Samsung also covers almost all markets.
Xu Meiwen, senior research manager of International Data Information Corporation (IDC), said that the Taiwan panel factory does not build an OLED panel production line. In addition to the fact that the cost is really too high, there is another important reason. The OLED mobile phone panel produced by South Korea’s Samsung Display Company covers almost all The market, not only Samsung brand mobile phones use OLED panels for many years, this year even Apple iPhoneX is adopted, the new OLED mobile phone panel production line is simply not eager.
Xu Meiwen also pointed out that not only LG Display and Japan Display have the opportunity to lead the mobile OLED panel market, but now even China's panel manufacturers and Huiguang, Kunshan Guoxian, Tianma Microelectronics, BOE have built OLED panel production lines, the market Competitors.
She believes that AU Optronics chairman Peng Shuanglang proposed that micro-light-emitting diodes (MicroLEDs) are opportunities for Taiwan's panel makers. The view is very real. Because South Korea has invested in the OLED panel industry for many years and is skilled in technology, even if Taiwan is now mass-produced OLEDs, it is not easy to technically catch up. Shanghan factory, not to mention the mass production of the fastest 2 years after the establishment of the factory; the MicroLED panel, which is currently not produced in any country, has the opportunity to take the lead.
Peng Shuanglang said in a recent interview that Taiwan has a mature noodle industry and a light-emitting diode (LED) industry, which is quite suitable for investing in MicroLED. Although AUO has invested in MicroLED very early, it is also in the leadership group, but the products are commoditized, I am afraid It will take a little longer.