The invention and application of the microscope promoted the development of social medicine, science and technology to a certain extent. The third-generation display technology of silicon-based OLED microdisplays is called "the most suitable microdisplay technology for the near-eye display industry."
Silicon-based OLED may become the next generation of microdisplay technology
Silicon-based OLED microdisplay is a combination of CMOS process and OLED technology. It has the characteristics of self-luminous and silicon substrate. According to the different driving methods, it can be divided into passive driving OLED (PMOLED) and active driving OLED (AMOLED). Silicon-based OLED is small in size, light in weight, low in power consumption, and high in PPI. It is the core device of the near-eye display system and the trend of the next generation of microdisplay technology.
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The silicon-based OLED industry market develops in multiple rounds
European and American companies entered the market earlier, and currently there are fewer manufacturers engaged in the development and production of OLED microdisplays in the world. Mainly concentrated in European and American countries, including eMagin in the United States, Micro Emissive Displays (MED) in the United Kingdom, Fraunhofer IPMS research institute in Germany, MicroOLED in France, Sony in Japan, and Ored in northern Yunnan, China. At the same time, the silicon-based OLED upstream industry chain is mainly controlled by Japan and South Korea, and the midstream has formed a competition pattern in which eMagin, Micro OLED and Aureid compete against each other.
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From military to civilian use, AR/VR opens up room for growth. In the early stage of development, OLED was widely used in the military field, mainly including aiming and observation systems. With the commercial launch of 5G, the demand for immersive experience is strong, and silicon-based OLEDs inject new life into AR/VR. At the same time, the application scenarios of the VR industry have opened up, penetrating from education and medical to the field of in-car and live broadcasting.
New Materials Information NMT | Hot Spots | Third-generation display technology silicon-based OLED replacement drives industry development
The silicon-based OLED market is expected to reach US$90 billion in 2023, and there are currently two major investment opportunities. With the rise of downstream applications, demand growth will usher in. With the advantages of industrial foundation, downstream industrial chain layout and large consumer groups, and domestic companies, China is actively promoting the technological development and mass production of screens. The technical barriers in the industry chain are relatively high. Silicon-based OLED screens And silicon-based OLED driver chips have investment value.
Although policy dividends continue to promote the development of the OLED industry, there are still many difficulties in the development. ① Full competition in the industry. ② There are two big mountains in the development of the industry: "panel factory" and "brand customer". ③The cost remains high. ④ Manufacturers mainly face the maintenance market and lack opportunities to obtain end customers.
Three domestic silicon-based OLED giants
A number of giant companies promote the technological development and mass production of silicon-based OLEDs. In recent years, domestic companies such as Ored, BOE, and Seeya Technology have worked hard to develop silicon-based OLED technology and actively promote mass production.
1. Ored Optoelectronics
Deeply cultivated in the industry for many years, it is a high-tech enterprise mainly engaged in R&D, design, production and sales of AMOLED microdisplays. In 2017, based on the company's microelectronic display production technology, it cooperated with BOE to develop a silicon-based OLED project, which has been officially put into production for the production of 8-inch silicon-based OLEDs. The OLED microdisplay devices produced have reached the international advanced level, and the downstream demand is strong.
2. BOE
As an Internet of Things company that provides smart port products and professional services for information interaction and human health, it was founded in April 1993. It adheres to the Internet of Things transformation strategy, continuously strengthens the construction of transformation and development capabilities, and further promotes port devices (D) and smart things. The three major business sectors of Union (S) and Smart Medical Engineering (H) developed rapidly.
In 2017, he was engaged in the production, sales and research and development of OLED microdisplay devices. In the early stage, the grounded strategy was to enhance core technology competitiveness and take the lead in forming market advantages.
3. Seeya Technology
The domestic leading Micro OLED start-up company specializes in the development of silicon-based micro display technology and is committed to the development of the world's leading micro display devices. The chairman of the company Gu Tie is a leader in the domestic display industry. The micro display device developed is based on silicon-based OLED display technology, which perfectly combines semiconductor technology with OLED display technology.
The global competition in the OLED field is fierce, and the domestic substitution has a long way to go
As the world's largest manufacturer of OLED microdisplays, eMagin is firmly on top. In 2000, it launched micro-displays and headsets. It was the first manufacturer in the world to enter the field of OLED micro-displays. It is also the manufacturer with the most products, the largest scale and the most advanced technology so far. The products have the advantages of low power consumption, high contrast, bright colors, small size and wide temperature range, which are very competitive in the market.
eMagin product revenue increased steadily, while contract revenue decreased slightly. From 23.3 million U.S. dollars in 2018 to 24.6 million U.S. dollars in 2019, an increase of 5% year-on-year, contract revenue decreased from 2.9 million U.S. dollars in 2018 to 2.1 million U.S. dollars in 2019, a 27% decrease.
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Aureide is a leading domestic enterprise, and the domestic enterprise has significant ecological advantages. Aureide is the second company in the world after eMagin in the United States, and is currently the only company in China that has mass production of active OLED microdisplays with multiple specifications and models, with a technological breakthrough comparable to eMagin. The product is basically equivalent to the main competitors in terms of technical indicators such as resolution, pixel size, and operating temperature, and slightly better than the competitors in key technical indicators such as brightness and power supply voltage.
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Ored lost to eMagin in revenue, and the three fees were in place. The scale of eMagin's operating income is higher than that of the company. Due to high operating costs and continuous losses, eMagin's total assets and net assets are small.
New Materials Information NMT | Hot Spots | Third-generation display technology silicon-based OLED replacement drives industry development
Based on the future development of the industry, many giants (BOE and Gaoping Electronics, etc.) are actively deploying Micro-OLED. The largest market for silicon-based OLED in the future lies in the civilian field such as AR/VR. With the help of technology accumulation in the display field, the Asia-Pacific region will still lead the micro-OLED. The frontier development of the display industry maintains and expands its competitive advantage, and the domestic ecological advantage will catch up from behind.