The Flexible OLED Panel Industry Is Beginning To Bloom. Can Chinese Manufacturers Catch Up With Japan?

- Jan 22, 2019-

As an OLED organic panel with a liquid crystal panel, the flexible and bendable characteristics, and the imaginary future finished product space, the outside world is very much looking forward to this new glass touch panel product.

Currently, Samsung's flexible OLED organic panels have been widely used on smartphones (Galaxy S6) and Samsung smart watches. Apple and LG's smart watches are also equipped with panels of the same technology. In the near future, flexible OLED panels will also be used in automotive display devices, not to mention large-size TV sets, smart fitting rooms and a variety of smart home devices.

With such a large market prospect, Chinese panel makers will naturally not stand by. Represented by BOE and Huaxing Optoelectronics (CSOT), the layout of Chinese panel companies in flexible OLED panel technology and production lines began to show the momentum of catching up with Japanese and Korean companies. To be exact, it should be non-stop.

At present, only Samsung Display and LG Display are mass-produced OLED flexible panels, which are still in their infancy from a global perspective. Japanese companies have been stocking their technical strength and waiting for the time to mature. The current state of Chinese panel companies is shrinking the technology gap with Korean technology, but it will take time to achieve the mass production of Korean companies and the technological strength of Japanese companies.

However, from the current actions of the two Chinese companies, Chinese companies may skip the mass production phase of rigid OLED panels and directly carry out flexible mass production.

On November 21, 2014, BOE's 5.5th AMOLED production line was put into production in Erdos, Inner Mongolia. This is not only the first 5.5-generation AMOLED production line in mainland China, but also the second 5.5-generation AMOLED production line in the world after Samsung.

At that time, Wang Dongsheng, the chairman of BOE Group, said: “Jingdong spent five years and independently researched and developed AMOLED innovation technology. Now it has broken through the technical bottleneck and put into production. China’s production of the 5.5-generation AMOLED production line is only one year later than Samsung. We must dare to Innovation, to make China's AMOLED industry a global leader."

On May 8, 2015, the 6th generation LTPS/AMOLED production line project of Chengdu BOE started construction in the western park of Chengdu High-tech Zone. The target products are high-end mobile phone display and emerging mobile display products. The total planned investment of the project is 22 billion yuan. It was put into production in the second quarter.

In addition to BOE, Hehui Optoelectronics, Visionox, TCL, Truly and Tianma Micro are also actively deploying AMOLED production lines; in particular, Hehui Optoelectronics has successfully mass-produced and sold AMOLED panels at the end of 2014, breaking the previous Korean companies. This field is unique.

Industry insiders pointed out that OLEDs not only surpass LCD in terms of technical parameters such as resolution, color saturation and contrast, but more importantly, OLED has become a comprehensive surpassing in perception as the next-generation display technology.

Historically, iterations are inevitable, and the early PC era was CRT display technology. The rise of LCD display technology in the late 1990s and early 21st century is now the rise of OLED display technology. From the perspective of the world's major panel manufacturers, there are few objections to the next-generation product title of OLED panels.