BOE Flexible AMOLED Screen Source: Company's official website
Enterprises are rushing to layout OLED fieldsWhen BOE accepted an agency survey, it said that the 6th-generation flexible AMOLED production line in Chengdu, Sichuan, has been put into production in May and will be mass-produced this month. Sixth-generation flexible AMOLED production line in Mianyang, Sichuan Province has started construction. The total investment of the two production lines is 46.5 billion yuan, and the design capacity is 48K/month. As these two flexible AMOLED production lines are put into production one after another, they will be able to lay the company’s leading position in the field of flexible AMOLEDs and will enable the company to provide high quality flexible AMOELD screens for global brand manufacturers.
In addition to BOE, Huaxing Optoelectronics is also actively promoting the mass production of OLED panels. There are also many small and medium-sized panel companies, such as Hefei Optoelectronics, Rouyu Technology, etc., which are producing OLED panels. It is widely expected that in the industry by 2020, panel manufacturers will produce OLED panels will form a scale and compete with Samsung in terms of capacity. By then, Chinese mobile phone brands will obtain more domestic OLED panel supplies.
According to the China Securities Network, Peng Xihui, the vice president of Tianma Microelectronics Group, introduced at the 2017 International Display Industry Summit Forum that Tianma Shanghai's 5.5-generation AMOLED production line has already produced output for two years. The 6th-generation AMOLED production line in Wuhan has been successfully lit up and will be built into the world's most advanced green smart factory.
The former soybean milk tycoon black cattle food (002387, SZ) has also begun to transition to the display industry after completing “defooding†last year. It is understood that Black Bull Foods has raised 15 billion yuan to invest in the construction of the 5.5th and 6th generation OLED projects. The issue has been approved by the China Securities Regulatory Commission. The 6th-generation OLED project under construction in Hebei Gu'an has been capped, and it is expected that the second half of 2018 will be completed. Enter mass production.
According to Quzhi's data, it is forecasted that the global shipment of OLED panels this year will be 470 million pieces, of which the proportion of flexible products is about 30%, the total size is expected to be 150 million pieces, and the growth rate is about 177%. Flexible penetration increased from 13% to 30%.
According to Li Yaqin, deputy general manager of Quzhi Consultation, “Continent panel maker shipments are expected to reach a size of nearly 9 million units this year, a substantial increase from 2.5 million last year. Currently, OLED production capacity in the mainland is actually very limited, but the future Nearly ten production lines are about to be put into production, and this type of investment will bring about jump-type growth.†Chiang Yubin, an analyst with Jibang Consulting, believes that “On Samsung’s small-sized OLEDs, Samsung is still thriving, and Chinese companies must catch up with Samsung at least 2~. 3 years."
Industry reminded to prevent industry investment from overheatingIn addition to the layout of the OLED field, major manufacturers are also actively promoting the mass production of high-end panels. A research report by Shanghai Securities at the end of September showed that high-generation panel lines have come to the ground and equipment purchase peaks have come. According to statistics, there are currently 9 high-level panel lines for mass production and 7 for construction.
Peng Hongbing, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, pointed out at the 2017 International Display Industry Summit that "There are still some outstanding problems in China's display industry. For example, the overheating trend of industrial investment is obvious; the overall industrial innovation capability needs to be further improved, and many materials and equipment Still relying on imports, the ecological chain system of the local industry is not complete."
Qiu Yubin told the "Daily Economic News" reporter, "From a global point of view, because the demand for the entire large-size liquid panel does indeed slow down, if it continues to use this kind of popularity (whether it is 8.5 in the past or 10.5 in the next few years) To invest in this market has added a lot of doubts about oversupply, and if this investment continues, the next two or three years in the future may put pressure on lower generations, and the market must eliminate some backward production capacity. We may see a gradual increase in the pressure of competition from low generations in the coming years."
Qiu Yubin further explained that “because the yield and cutting rate of the low generation have basically reached the limit, and there is still room for improvement in the yield of high generations, it is equal to competing in the best cost situation. When the costs of high generations are As we go down, the natural advantage of these low generations may be less and less."
This reporter learned that due to the lack of key materials and core equipment, upstream support has become a “short board†for the development of the mainland LCD industry. The liquid crystal materials, optical components, and basic components necessary for the production of liquid crystal display panels are still in the starting stage.
Zhang Hong, a consulting analyst at Quzhi, told the reporter, “Indeed, the mainland has shown that the industry upstream support is particularly weak in the field of equipment. In fact, this piece of material, through the guidance and support of national policies in the past two years, the material support of the mainland is also Progress continues, but it needs to be improved. At present, some of the major materials include advanced technologies, which are mainly held by Japanese and South Korean manufacturers."
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