Domestic leading OLED manufacturers continue to strengthen their global status
At present, the global OLED supplier structure has basically taken shape. South Korea is in a relatively dominant position, while in China, companies represented by BOE are catching up. It is estimated that by 2020, China's OLED production capacity will occupy about 28% of global production capacity, becoming the second largest OLED supply in the world.
BOE has built a 6th generation flexible AMOLED production line in Chengdu and Mianyang. With the launch of these two flexible AMOLED production lines, BOE has established a leading position in the flexible AMOLED field.
BOE's OLED screen has been used on Huawei's mate 20 mobile phone, and from the market feedback, BOE's OLED screen does not appear "green screen" phenomenon, while the Korean LG's OLED screen for Huawei mate 20 has appeared many times. The "green screen" phenomenon indicates that BOE's OLED screen has reached the international leading level.
In addition to BOE, the development of other domestic companies has also brought new surprises. In terms of market share, in the first quarter of 2018, OLED Samsung shipped about 190 million pieces, accounting for 94.7% absolute monopoly, and the second is LG, accounting for 2.0%, while Chinese manufacturers Visionox, Hehui Optoelectronics, and Shen Tianma Shipments were 3.7 million, 2.3 million, and 500,000, accounting for 1.9%, 1.2%, and 0.3%, respectively.
In addition to providing OLED products, China also has OLED companies that directly make mobile phones. On the afternoon of October 31, 2018, Rouyu Technology held the 2018 Global New Product Launch Conference at the Beijing National Convention Center, officially launching the world's first foldable flexible screen mobile phone - FlexPai ("Soft"). Based on the technology development of Softwoo Technology in the field of flexible display, the soft-selling mobile phone subverts people's perception of traditional smart phones. It has both the portable of a smart phone and the high-definition large screen of the tablet computer - and it can be folded freely. Unfold and easily fit into your pocket.
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Some hidden concerns: core equipment evaporation machine is in short supply
"If you want to do something good, you must first sharpen your tools."
From the domestic OLED industry, the key equipment of OLED is still mainly provided by Japanese, Korean and European companies.
The core equipment of the AMOLED production line is the evaporation equipment, which can attach the OLED luminescent material to the glass substrate by vacuum evaporation. Due to its high precision and customization requirements, the domestic equipment manufacturers with stable supply capacity are extremely Less, and the annual output of equipment of related manufacturers is low.
With the increasing demand for AMOLED display panels from downstream end products, OLED panel manufacturers have accelerated the construction of AMOLED production lines. As the core equipment of the production line, the evaporation equipment is more and more demanding. For vapor deposition equipment with a higher degree of individual approval, it usually takes 2 years for the customer to place the order. Therefore, the serious shortage of core equipment vapor deposition machine has become a key factor in the construction of AMOLED production line.
China's OLED field from basic materials to landing applications have achieved a leap from 0 to 1, in the future need to achieve breakthroughs in core technology and equipment, which requires some brand companies to do pathfinders, such as BOE, Nanjing Dijon organic Optoelectronics, and other companies spontaneously established the "China OLED Industry Alliance." From the accumulation to the outbreak of OLED technology, it needs to include the popularization of OLED knowledge, the application of technology and the successful development of core technology equipment. Otherwise, it will easily form a similar "lithography machine" card neck phenomenon in the chip industry. Driven by national policies, brand enterprises should step up research and development of core technology and equipment to further promote the rapid development of China's OLED market and technology.