AMOLED became a prominent scholar, XHS senior research director Xie Qinyi said that South Korea's Rigid (non-bendable) OLED is leading for 3 years, and flexible OLED is leading for 5 years. It is difficult for Taiwan, Japan and Lu panel manufacturers to quickly catch up and become a Korean business. Differentiated weapon. If the iPhone starts to use OLED panels in the future, the OLED panel penetration rate will quickly increase to 30% to 40%. Taiwan panel manufacturers can only divide the remaining a-Si and LTPS markets.
The mainland panel factory will expand production and surpass Taiwan. By the end of this year, the mainland's panel production capacity will exceed that of Taiwan. In 2017, it will further threaten South Korea. In the process of expansion of the mainland panel factory, the market share of Taiwan panel manufacturers gradually declined, and the impact was the greatest.
Xie Qinyi said that the Taiwan-Taiwan panel factory is not talking about the market share and production capacity, but the pursuit of profit improvement. Therefore, the Korean panel factory has invested heavily in OLEDs, hoping to form barriers to entry. Samsung leads the global production of OLED mobile phone panels, while Samsung and LGD are panel suppliers of Apple's Apple Watch. South Korea's general-purpose OLED panel mass production technology is leading the world for 3 years, and flexible OLED is leading for 5 years. Other competitors are hard to see. .
It is generally expected that Apple will launch the first smart phone with OLED panel in 2017, and only Samsung can be mass-produced. However, in 2018, LGD and JDI will be put into production, and Sharp will now Investing in a new plant will not be able to mass production until 2018.
Xie Qinyi pointed out that the iPhone's annual shipments are about 230 million. If all of them are converted to OLEDs, the market share of OLED panels will be increased to 30% to 40%. Now the panel double tiger is absent in the OLED panel. Innolux has no OLED mass production technology. In the future, it depends on Sharp. AUO is mainly based on smart watches.
It is worth noting that the mainland panel factory is also actively investing in LTPS plus OLED. By 2019, there will be nine LTPS plus OLED panel factories in the mainland. Tianma has already mass-produced LTPS panels, which are applied to mainland smart phones, and do not lose Taiwan panel factories in the layout of new technologies. If you don't invest in OLED technology, you can only divide the remaining a-Si and LTPS panel markets in the future. However, the investment in OLED production lines is huge. The investment scale of a 6-generation LTPS panel factory is no less than that of the 8.5-generation TFT panel factory, and the investment risk is high. Therefore, it may be a better way to find a Japanese manufacturer.