The OLED Army Is Coming To The LCD Industry To Survive The Crisis?

- Dec 05, 2018-

In the first quarter of 2016, Samsung Display became the largest supplier of mobile phone panels worldwide. As we all know, the main mobile phone panel supplied by Samsung Display is OLED, which is also an important signal for mobile phone panel technology to switch from LCD to OLED.


According to the statistics of Qunzhi Consulting, the total shipments of global smart phone panels in the first quarter of 2016 totaled approximately 440 million pieces, with an annual growth rate of 7%.


The OLED army is coming to the LCD industry to survive the crisis?


Among them, the AMOLED panel of Samsung Display continued to spread. In the first quarter, the shipment of smart phone panels exceeded 80 million pieces, ranking first in the world, with an annual growth rate of over 50%. The reason why Samsung monitors were on the throne was mainly due to Edge flexible surface products and the success of the card market in the mainland market.


In addition, in the new models of more than 50 smart phones released in the first quarter of 2016, nearly one-third of the new machines use AMOLED screen panels, showing that AMOLED panels are not only a topic, but also gradually formed a wave. Looking forward to the future, with the release of flexible AMOLED resources, it is expected that more and more brand players will introduce AMOLED resources.


AMOLED can be used in small and medium-sized applications, especially mobile phone applications. The main driver behind it is of course Samsung display. As for another panel manufacturer in South Korea, LG Display is mainly applied to large-size AMOLED TVs, but the current results are Not as obvious as the Samsung monitor.


The OLED army is coming to the LCD industry to survive the crisis?


Facing the competition of the rise of mainland panel production capacity, South Korea has sacrificed AMOLED panels as a differentiated technology. This is indeed a good move, which quickly reduces the results of AMOLED panel quotation and has been adopted by a large number of brand players. In the stage of slowing down the growth of mobile phones, the terminal brand players are also making differentiation. The panel screens account for a large proportion, which is flexible and attractive. Even Apple may not be able to compete with this trend. It may be In 2017, AMOLED panels were used.


South Korea is the leader in AMOLED technology. Generally speaking, hard OLED panels are about three years ahead, and flexible OLED panels are leading for five years. It is difficult for Taiwan, Japan and Lu panel factories to keep up fast. .


In addition to technological leadership, the Korean industry has also received support from the state. The Korea Industrial and Commercial Resources Department (MOTIE), which is the leading industrial policy, will list the OLED panel development project budget as soon as next year, emulating the mainland panel factory and expanding the OLED technology for Korean companies. Subsidy.


In other words, the Korean industry and government agencies have formed a consensus to incorporate OLED into the country's important industrial development strategy, and to subsidize the OLED-related industries. If it can be successful, it will be able to compete with other competitors and continue to dominate the panel field.


If this trick works, the terminal brand industry will adopt OLED panels in a big way, which will cause serious harm to the LCD industry. Will the LCD market with 30 years of history become the sunset? Will OLEDs accelerate the generational alternation? In these few years, you may see the true chapter.


In the past, Japanese manufacturers have an advantage in some upstream materials and equipment in the LCD field, but in the field of OLED, South Korea has strong advantages in addition to mid-stream panel manufacturing and module assembly, in most upstream materials, equipment and zero. On the parts, it also maintains a leading position. In other words, Korean manufacturers have a comprehensive advantage in the field of OLED.


After years of development in Taiwan's LCD industry, in addition to the panel factory has a certain amount, the upstream LCD industry supply chain is also quite complete, but in the layout of OLED, including panels and upstream materials and parts, etc., can be said to be paid For example.