OLED Panel: 30% Share Of Mainland Target In 2020

- Nov 02, 2018-

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According to overseas media reports, the previous wave of investment in OLED panel factories for mobile phone applications is on the rise. In order to attack large-size panel business opportunities, the mainland will have seven next-generation panel manufacturers to build factories this year, including CLP Panda and BOE. , Huike, Huaxing Optoelectronics and Sharp Japan SDP will also invest, so that the new panel factory in mainland China has been expanded.

Since Apple’s outgoing OLED panel will be used on new smartphones, mainland manufacturers have begun to focus on investing in OLED panels. Six mainland plants, including the largest panel maker, BOE, have successively built new OLED panel plants, estimated to be 2020. The investment will exceed the scale of 2 trillion yen, and it will seize the market of 30% of the future OLED panels.

BOE, Huaxing Optoelectronics, Tianma, and Hehui Optoelectronics and Visionox announced that they will invest a total of 600 billion NT dollars in six OLED panel factories to counter the current situation of Samsung's current OLED panel.

Lin Yishi, an IEK researcher at the Taiwan Industrial Technology Research Institute, said that the six-generation LTPS panel factory, which was originally scheduled to be mass-produced last year, was all behind schedule, mainly because the product yield was not easy to rise. A new round of high-end mobile phone panel technology investment competition has been launched, and the land factory is the most active. BOE announced that it will invest RMB 46.5 billion in Sichuan sheep to build a 6-generation soft OLED panel factory, and plans to mass production in 2019.

Thanks to the enlarged size of the LCD TV, large-size panels continue to be out of stock. This year's panel plant continued to expand, including: Chengdu, Xianyang Panda Group, Chengdu, Xianyang, each has a 8.6 generation line, Huike Group Chongqing 8.5 generation line, BOE in Fuzhou 8.5 generation line and Hefei 10.5 generation line, etc., Huaxing Optoelectronics 11th generation The line has also begun to lay out.