Can China's OLED break the wall and become China's "third business card"
Apple iphonex uses AMOLED (organic light emitting diode) screen for the first time, igniting the boom of AMOLED. Following Korean enterprises, AMOLED panel production lines have been launched in all parts of China, showing a positive catch-up trend
BOE, Hehui optoelectronics, Tianma and vicino in China now have a small amount of AMOLED production capacity. Huaxing optoelectronics, Xinli and Ruoyu technologies under TCL Group will also become suppliers of flexible AMOLED screens in the future
Zhang Deqiang, head of the 6th generation AMOLED project of vicino cloud Valley (Gu'an), said in an interview that he is confident to build the 6th generation AMOLED production line of cloud valley into a world leading high-level production line and make China's OLED screen a new world business card after high-speed rail and nuclear power
dialectical "the third business card"
as the only Chinese enterprise representing China to participate in the formulation of international OLED standards and lead the formulation of international standards for flexible display, vicino, where Zhang Deqiang is located, is a typical enterprise representative
what is mechanical relaxation in December this year? At the fourth world interconnection conference held in Wuzhen, stress relaxation, vicino exhibited for the first time its newly developed "the world's first fully modular arbitrarily folded flexible screen" product. According to the data quoted by Zhang Deqiang, by 2020, the global OLED market will exceed $70billion, of which the flexible OLED market will exceed $40billion
domestic OLED manufacturers represented by vicino and BOE are constantly accelerating technology development and the implementation of OLED production line projects to cope with the monopoly of foreign enterprises. According to the latest research report of IHS, in five years, China's OLED production will account for 26% of the global share, and China is expected to change from a large OLED consumer to a large OLED producer
but like all capital intensive and technology intensive industries, OLED industry also needs a long-term process of technology and industrial experience accumulation. Vicino said to first finance that this is a process of upstream and downstream collaboration and joint efforts in the industrial chain, which requires the participation of partners in the whole industry, so that China can move from a display power to a display power
vicino predicts that the global market share of China's OLED production in five years may be higher than the 26% expected by IHS. Zhang Bing, director of IHS research, told China first finance and economics, "judging from the output of capacity area, China's OLED market may account for about 40% by 2020."
vicino said to China business: "now, in terms of technology research and development level, China is synchronized with the world; in terms of industry, Chinese Mainland follows South Korea, and has been ahead of Japan and Taiwan, China. Therefore, on the whole, we have broken the international technical barriers and achieved large-scale mass production."
even so, for now, Samsung display, a Korean panel manufacturer, has a long-term monopoly. According to IHS statistics, Samsung currently accounts for about 95% of the small and medium-sized OLED panel market
the industry believes that whether OLED can become China's third business card after high-speed rail and nuclear power, China's political, industry, University and research circles still need to form a greater joint force
technical gateway: improve the production yield of flexible AMOLED screen
Samsung Electronics of South Korea has been making AMOLED since about 2000 and flexible AMOLED since 2005. It has accumulated more than ten years of production process experience. In order to catch up, emerging Chinese enterprises need to constantly explore and innovate
Xu Zheng from the Institute of optoelectronic technology of Beijing Jiaotong University told China business that Chinese enterprises have basically mastered the production technology of flexible AMOLED screens, but the yield of production is not as high as that of Samsung
"Samsung has been making AMOLED for so many years. In the first few years, the production of AMOLED screen was at a loss, and it was at a loss to make AMOLED screen alone. It relied on the industrial chain to ensure the survival of AMOLED business, so that AMOLED could be developed." Xu Zheng said
can domestic small enterprises that only make AMOLED screens survive if they lose money for three to five consecutive years? Xu Zheng said that after AMOLED was put into production, it was estimated that it would lose money for at least the first 1-2 years. Because the new plant has just been put into operation, the yield is low, about 30% - 50%, in the climbing period. For example, a 6th generation AMOLED line has a capacity of 40000 substrates per month in phase I. under this capacity, no matter how much the yield of the product is, it needs to be continuously produced, so that the yield will rise, otherwise the problems encountered in mass production cannot be solved. Xu Zheng said, "so we should endure loneliness and sustain the initial losses."
there are only two display giants in South Korea, while many domestic enterprises such as BOE, csot, Tianma, vicino, Hehui optoelectronics, Xinli, and jouyu are involved in AMOLED industry. Xu Zheng suggested that "from the perspective of the country and industry, China's AMOLED industry should concentrate on investment subjects and investment regions, because only large manufacturers can withstand the early losses and achieve economic production capacity."
capacity barrier: break the pattern of Samsung monopolizing 90% of the market
China's AMOLED industry is rising rapidly. According to Geng Yi, Executive Deputy Secretary General of the China AMOLED industry "calibration" optional alliance, currently the seven 6th generation lines in China are all flexible AMOLED panel production lines, which are expected to be shipped gradually from the beginning of 2018. China will become the second largest AMOLED panel supplier in the world after South Korea, but there is still a significant gap between the overall production capacity and South Korean enterprises
this year, the AMOLED screen of apple iphonex was provided by Samsung. Li Yaqin, deputy general manager of Qunzhi consulting, told that in 2017, the supply and demand of flexible AMOLED screens were concentrated. In terms of demand, apple and Samsung Electronics account for 80% of the demand for flexible AMOLED screens. From the perspective of supply, 98% of the flexible AMOLED screens are still provided by Samsung Electronics
from the perspective of screen demand of various mainstream brands, apple and Samsung will see the largest growth in the adoption of AMOLED screens this year and next. Li Yaqin said that Apple's AMOLED screen will account for nearly 70% next year. Among domestic brands, the usage of AMOLED screens of oppo and vivo remains stable, and the adoption of AMOLED screens by Xiaomi will increase more next year
at present, the AMOLED screen suppliers of oppo, vivo and Xiaomi are all Samsung, because 99% of the world's mass-produced AMOLED screens are supplied by Samsung, while the AMOLED screens of BOE and Tianma have not been officially supplied yet, and the AMOLED screens of vicino and Hehui optoelectronics are mainly supplied to ZTE
therefore, Li Yaqin believes that the development of China's AMOLED industry is still in the initial stage, and there are still many problems in the industrial chain, especially material matching, cost and yield, which should not be blindly optimistic
according to the Research Report of swarm intelligence consulting, the suppliers of upstream materials and production equipment for AMOLED panels are almost Japanese, Korean and American enterprises, and few Chinese enterprises. At present, the main AMOLED material suppliers in China include agraya, Jilin aolaide Optoelectronic Materials Co., Ltd., Xi'an Ruilian new materials Co., Ltd., Wanrun Co., Ltd., etc
Chen Jun, chief analyst of Qunzhi consulting, believes that in the medium and long term, the government and relevant enterprises need to work together to solve this problem. In the medium and short term, including the introduction of foreign upstream key material factories to build factories in China, it is also a feasible way to do the USB type-C connector 10 minute compact method
Cui Jilong, deputy director of research of AVC display devices and systems division, said that in addition to rapidly going through the two basic stages of capacity ramp up and yield improvement, mainland operators should also focus on solving the embarrassing situation of upstream core equipment and materials being controlled by others in the long run. In particular, evaporation equipment and luminescent materials restrict the development of AMOLED industry in mainland China to a certain extent. As a backbone enterprise in the industrial chain, panel factories can penetrate the upstream material and equipment manufacturers through capital investment, joint development, technical cooperation and other ways, so as to open up the whole AMOLED industrial chain, which is an effective shortcut to shorten the gap as soon as possible
Zhang Yu, senior vice president of BOE, said that BOE's LCD panel production line has been put into operation since 2005. At the beginning, liquid crystal materials and production equipment were imported. Now the localization rate of liquid crystal materials and liquid crystal panel production equipment has reached 60% and 40%. As long as China has huge market demand, the localization of the industrial chain will be done. Like the LCD panel industry, China's AMOLED industry will gradually improve the localization level of upstream supporting facilities in the future
relevant people of Hehui optoelectronics believe that the problems of China's AMOLED industry can not be solved by the ability of oneortwo manufacturers, and we need to call for the joint construction and development of the entire industrial chain. We need to support policies and funds to stimulate the joint development of upstream and downstream and form a scale effect. At the same time, it is also the key to the sustainable development and success of the industry to pay attention to technological upgrading, talent training and reserves, and create a sound industrial chain