Notebook application as the medium size of the display industry, the development is relatively "moderately conservative", from the perspective of technological innovation, such as product form, the concept of comprehensive screen first spread from the mobile phone first, gradually extended to the notebook; from the quality of performance For example, the recent popular HDR research on notebooks, from the application on TV to the notebook. In addition, the speed of development of the technology is also very slow and hot. It is difficult to see the phenomenon of "sudden springs and winds, thousands of trees and pears blossoming" on other applications. However, due to the strong expansion of production capacity in the display industry, the Korean factory has turned to the OLED production capacity problem brought by OLED technology. The influence of OLED has also expanded from mobile phones and TVs to notebooks, which has caused us to pay attention to the changes in the technical form of notebooks.
OLED penetration into the notebook panel market, where will the notebook technology form and trend go?
We know that the display panel is divided into two categories: passive illuminating and active illuminating. The LCD is a passive illuminating device, which needs to be illuminated by the control of the liquid crystal and the backlight. The OLED is an active illuminating device, and the pixel itself can control the self-illuminating. LCD technology includes three major technical categories: a-Si, oxide, and LTPS. As the electron mobility increases, the performance also increases.
LTPS actively expands its scale and will affect the a-Si market
For notebook applications, the Oxide camp is mainly a small shipment of LGD, Sharp, CEC Panda and BOE. The LTPS camp is mainly AUO, JDI, Tianma and the newly added CSOT. The OLED camp is SDC, Hehui Optoelectronics and the wait-and-see attitude. Visionox. Oxide and LTPS notebook panels shipped in around 18 million in 2018, mainly for mid- to high-end products, with resolutions ranging from FHD to UHD. In 2019, the profit pressure of panel makers continued to expand. The expansion of OLEDs in mobile applications brought LTPS capacity to digest pressure. Panel makers actively adjusted the capacity structure. For example, AUO actively expanded LTPS Notebook panel shipments this year, and the number of plans has increased several times. Locked in international brands such as Dell and HP. Sigmaintell predicts that LTPS technology will have a certain impact on the a-Si camp FHD market.
OLED continues to improve product lines, improve technical competitiveness
At the CES show in 2019, the release of the notebook brand 15.6-inch OLED UHD brought everyone's attention back to OLED. The germination of OLED has brought more possibilities for the development of form and image quality on notebooks. Because OLED is self-illuminating display, it has inherent advantages in light and thin, higher color saturation, response time is microsecond, and black state is blacker, with HDR effect. Although the current price of OLED is about 40% higher than that of other technology panels of the same resolution, it is still competitive due to its excellent overall performance. In addition, SDC is actively deploying next-generation products to improve performance in terms of size, touch technology and refresh rate.
However, OLED is not perfect, and there are also shortcomings, such as life problems, large power consumption in white state, etc., and the compatibility problems that have recently been verified by brand factories have also affected the OLED volume process.
According to Sigmaintell data, a-Si technology accounted for 92.8% of notebook panels in 2018, and continued to decline. Oxide, LTPS and OLED shipments will increase steadily. We predict that by 2020, Oxide, LTPS and OLED will be out. The volume of goods will be close to 14%, and the shipment volume will reach 27 million.