As the absolute "big brother" of the color TV industry, Samsung cannot let OLED take the lead. Therefore, Samsung mainly promotes quantum dot TV to compete with OLED, and jointly promotes the development of quantum dot TV with TCL, Hisense, Xiaomi and other giants. Although the overall sales volume of quantum dot TV is ahead of OLED display module, it seems that everyone is not optimistic about the possibility of quantum dot becoming the next generation of display technology.
In order to compete with OLED, Samsung launched micro LED display technology products, and announced the official mass production of micro LED panels at the end of last year, which also indicates that Samsung will vigorously promote micro LED TV products. This is another exciting news after Samsung's first demonstration of the wall TV with modular micro LED Panel on ces2018. So what are the advantages of microled products to become the next generation of display technology?
Micro led refers to the high-density integrated LED array. The distance between the LED pixel points in the array is 10 microns, and each LED pixel can self illuminate. It is to miniaturize the traditional inorganic LED array, and each LED pixel with the size of 10 microns can be independently located and lit. In order to achieve the accurate control of the brightness of each chip, and then realize the image display.
The reason why microled is favored by many people in the industry is that it is the same self luminous display technology as OLED. Microled can achieve high brightness, super-high resolution and high resolution, low power consumption, high contrast, high color saturation, fast reaction speed, thin thickness and other characteristics.
In theory, microled can provide the perfect black (all micro LEDs can be turned off separately), the best brightness of its kind, the incredible HDR color gamut, and it will not age, with longer endurance performance than OLED display module.
The power consumption of microled can be as low as 10% of LCD and 50% of OLED. Compared with OLED, it can achieve the same brightness of display, and only needs about 10% of the coating area of the latter. More importantly, it will not be affected by water vapor, oxygen or high temperature, so it has obvious advantages in stability, service life, working temperature, etc.
At present, including apple, Samsung, Hon Hai, LG display, oculus, and other manufacturers are busy with layout. Apple has been working in the field of micro LED display technology, and has applied for a large number of related patents.
Of course, micro LEDs are not without disadvantages. One of the major problems of micro LEDs is the problem of full color and the uniformity of light-emitting wavelength. Single color micro LED array can be achieved by flip structure packaging and driving IC lamination, but RGB array needs to be re pasted with red, blue and green grains in several times, and hundreds of thousands of LED grains need to be embedded.
As the absolute "big brother" of the color TV industry, Samsung cannot let OLED take the lead. Therefore, Samsung mainly promotes quantum dot TV to compete with OLED, and jointly promotes the development of quantum dot TV with TCL, Hisense, Xiaomi and other giants. Although the overall sales volume of quantum dot TV is ahead of OLED display module, it seems that everyone is not optimistic about the possibility of quantum dot becoming the next generation of display technology.
In order to compete with OLED, Samsung launched micro LED display technology products, and announced the official mass production of micro LED panels at the end of last year, which also indicates that Samsung will vigorously promote micro LED TV products. This is another exciting news after Samsung's first demonstration of the wall TV with modular micro LED Panel on ces2018. So what are the advantages of microled products to become the next generation of display technology?
Micro led refers to the high-density integrated LED array. The distance between the LED pixel points in the array is 10 microns, and each LED pixel can self illuminate. It is to miniaturize the traditional inorganic LED array, and each LED pixel with the size of 10 microns can be independently located and lit. In order to achieve the accurate control of the brightness of each chip, and then realize the image display.
The reason why microled is favored by many people in the industry is that it is the same self luminous display technology as OLED. Microled can achieve high brightness, super-high resolution and high resolution, low power consumption, high contrast, high color saturation, fast reaction speed, thin thickness and other characteristics.
In theory, microled can provide the perfect black (all micro LEDs can be turned off separately), the best brightness of its kind, the incredible HDR color gamut, and it will not age, with longer endurance performance than OLED display module.
The power consumption of microled can be as low as 10% of LCD and 50% of OLED. Compared with OLED, it can achieve the same brightness of display, and only needs about 10% of the coating area of the latter. More importantly, it will not be affected by water vapor, oxygen or high temperature, so it has obvious advantages in stability, service life, working temperature, etc.
At present, including apple, Samsung, Hon Hai, LG display, oculus, and other manufacturers are busy with layout. Apple has been working in the field of micro LED display technology, and has applied for a large number of related patents.
Of course, micro LEDs are not without disadvantages. One of the major problems of micro LEDs is the problem of full color and the uniformity of light-emitting wavelength. Single color micro LED array can be achieved by flip structure packaging and driving IC lamination, but RGB array needs to be re pasted with red, blue and green grains in several times, and hundreds of thousands of LED grains need to be embedded.
Due to the impact of the global epidemic, LCD industry shipments are also affected by the epidemic.
Our LCD shipments is also affected. But our oled shipment is better than before. Because our custom oled display are welcome now.
Industry insiders believe that at present, LCD panel manufacturers in various countries and regions are actively developing technical reserves and layout on the new display technology represented by mini led, mirco led, printed OLED, laser display, etc., and the next wave of industrial competition has begun. In the new track in the future, Chinese manufacturers, Korean manufacturers and Japanese manufacturers are in the same running line, achieving ahead layout and slightly leading in some areas, with the opportunity of "overtaking".
Japan's main layout is printed OLED display, Korea and Chinese Taiwan manufacturers focus on Mini LED and Mirco LED technology development, while Chinese mainland manufacturers are all working hard to keep up with the trend of new display technology and China's leading edge in local innovation. In General, we are in a state of simultaneous progress in the breakthrough of new technology routes.
In the field of OLED large-scale, there are some problems on printing OLED, such as the material performance does not meet the industrialization demand, the equipment performance does not match the development demand of display panel, and the process control is more difficult, but it has a good development prospect, and is regarded as one of the ideal solutions to the problem of OLED cost. At present, patent applicants engaged in printing OLED are mainly concentrated in China, Japan, South Korea, Europe and the United States. The manufacturers in Japan has built the first printing OLED production line. On Chinese mainland manufacturers, Guangdong Juhua, founded by TCL, Tianma, Huazhong University of Science and so on, is committed to printing and flexible display technology research. It aims to overcome common key technologies in printing and display industry, and it is accelerating the industrialization process in the "national printing and flexible display innovation".
In the field of mini led, the technical layout of each country and region is relatively balanced, and the competition pattern is not clear.
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In recent years, in the field of OLED, Chinese manufacturers are striving to catch up with Samsung and LG display. According to data released by Omdia, a market research company, Chinese LCD panel manufacturers shipped 105 million LCD panels in 2019, a significant increase from 32 million in 2018. Among them, BOE's OLED panel shipment volume is 39.1 million RMB, up 700% over the same period of last year! In addition, BOE has obtained new orders. In 2020, the OLED panel capacity will reach the previous 2-3 times, that is to say, it will increase by more than 200%.
With the slow down of the Chinese mainland epidemic situation and the demand for high-end display products by 5G terminal products, the lcd industry forecast that in 2020, the OLED panel will still be in short supply as better display effect with OLED. In the field of OLED panel production and integration, at present, BOE, TCL, EverDisplay, Visionox, Shenzhen Tianma and other enterprises have had considerable technical level and industrial capacity. According to experts, by 2021, the monthly production capacity of China's OLED production line will exceed 450kpcs, accounting for 26% of the global capacity. By 2023, the total capacity of OLED panels in Chinese mainland will be nearly 46%, and the capacity of OLED panel in China is expected to exceed Korea in three years.
Small and medium size OLED screen localization
Thanks to the prevalence of full screen smart phones, the demand for small and medium-sized OLED panels is also increasing year by year. It is estimated that by 2023, the market penetration of small and medium-sized OLED in the world will reach 68.1%, and the LCD screen market will gradually be replaced by OLED screens.
For the small and medium size OLED screen module, custom oled display are welcome for other manufacturer, such as Maclight. Custom make oled display module are welcome for Maclight.
Although Samsung and LG display have always been Korean manufacturers in the field of OLED smart phone screens, with the mass production of OLED screens by BOE and vicino, small and medium-sized OLED screens have achieved self-sufficiency so far, and the monopoly position of Korean manufacturers has been broken.
In order to support the development of domestic OLED screen manufacturers, domestic mobile phone manufacturers Huawei, ZTE, Xiaomi, oppo and so on have adopted domestic OLED screens. For example, as early as 2018, Huawei's mate20 Pro mobile phone adopted BOE OLED screen, which was highly praised by users in terms of display effect. Afterwards, BOE OLED screens were used in P30 series, mate30 series and P40 series; BOE and Visionox OLED screens were used in glory 30 series of Huawei; ZTE and Visionox have cooperated for a long time, not only 5g ZTE axon The flexible AMOLED panel on the 10pro is provided by Visionox alone. The world's first wrist wearer Nubia α under ZTE's Nubia, the latest Red Devils 5g game phone and other products are provided by Visionox alone.
Breaking technical barriers domestic OLED panel is expected to catch up with South Korea in three years
More than that, the OLED screen made in China has also been highly recognized by apple, a foreign company. The OLED screen jointly developed by BOE and GIS may be applied to the 5.4-inch iPhone 12. According to insiders, BOE decided to invest in OLED module production lines specifically for apple, and planned to build 10 new module production lines in its B11 OLED plant in Sichuan. The rise of folding screen mobile phones also accelerated the upgrading of OLED panel game. It is reported that Huawei matexs uses BOE's flexible folding screen, Motorola Razr V3 uses TCL and BOE's folding screen, and TCL folding screen mobile phone uses TCL folding screen. The mass production and supply of domestic OLED flexible screens not only provide a choice for domestic mobile phone brands, but also let them slowly start to get rid of the situation of being controlled by others.
In addition to mobile screens, small and medium-sized OLED screens are also suitable for tablet computers, laptops, wearable devices and automotive applications. It is understood that Hehui optoelectronics has delivered a number of customized OLED panels of different sizes for Huawei, BBK, HP, Dell and other manufacturers; not only EverDisplay, BOE is also developing 15.6-inch, 12.6-inch and 13.3-inch OLED panels for notebook manufacturers.
In this regard, industry professionals said that although the domestic OLED industry started late, the strong growth potential still let the capital market smell the smell of opportunities, and the use of domestic OLED screens has become an inevitable trend. At present, the strong cooperation between domestic manufacturers and domestic OLED manufacturers is a good win-win cooperation, which can not only reduce the dependence of OLED screen Market on Samsung, LG display and other foreign panel manufacturers, but also further promote the rapid rise of domestic panel industry chain.
Towards big size and 5G
In today's panel technology transformation and upgrading, especially in the large-scale field, LCD, OLED and even qled show the trend of competition in chambers. Sharp highly praised LCD, LG display bet OLED and Samsung switch to qled. At present, domestic OLED manufacturers mainly focus on the development of OLED inkjet printing technology with lower cost. Although they have not achieved large-scale production and supply, they have achieved little. For example, at the SID International Display Week 2019, BOE exhibited a 55 inch 4K OLED display screen adopting inkjet printing technology; at the CES exhibition in early 2020, Guangdong Juhua and TCL jointly released the world's first 31 inch inkjet printing winding flexible prototype, which was widely noticed.
Because of the hot sales of OLED TV, the global large-scale OLED panel has been in a more serious situation of short supply. In view of this, BOE and csot have reserved the capacity of large-size OLED TV screen in their new 10.5 generation line and 11 generation line, as the extension and supplement of the capacity of main large-size LCD TV panel, and at the same time, it is helpful to seize the new high point of OLED TV in the future.
The Chinese OLED production quantity is expected to catch up with South Korea in three years.
Due to the spread of the COVID-19 around the world, the safest epidemic prevention measure is to shut down and isolate. Therefore, the LCD panel industry around the world have uncertainties once again.
At present, the TV panel capacity of BOE and TCL technology is about half of the global total capacity, but if not including the impact of the epidemic, about 30% of the TV panel capacity is in South Korea, and about 20% of the TV panel capacity is in Taiwan and Japan. Many LCD manufacturer of China also were affected by the COVID-19.
In fact, the epidemic in China has little impact on the TV panel production line, and the situation is similar from a global perspective. Except for the annual repair production line, the production is arranged production according to the normal scheduling rhythm.
At present, the TV panel market is mainly affected by the module processing stage and the terminal market.
As China's domestic TV market accounts for about a quarter of the global market, it is conservatively estimated that 7-9 million TV sets will be sold less in the first quarter. But now the epidemic situation in China has been controlled basically, and compulsory isolation has been basically lifted in the three categories of areas, only some routine inspection and control prevention operations are being carried out; the second category of areas have also adopted the declaration system, which is also equivalent to lifting the compulsory isolation measures.
TV is still the entertainment center of many families, and this trend will not change in three or five years. If 5G construction is accelerated, as the carrier of HD video, TV will only promote its consumption heat.
Therefore, the market expects that the TV sales in the first quarter will subside and will be replenished in the golden week of Labour Day, so it has little impact on the TV sales throughout the year.
Since the impact of market terminals and market front-end panels is only a few inventory adjustment fluctuations, the lcd industry's focus is more on the assembly and manufacturing of later modules.
The LCD module capacity of South Korea is close to the epidemic center, so it is greatly affected, and affected by the isolation of the epidemic and transportation. In the next two quarters, South Korean manufacturers Samsung and LG may rely on the module capacity support of China. Moreover, the module supporting capacity of Samsung Suzhou is greatly affected by the fact that the upstream PCB supplier is located in the epidemic center of China. The module supporting capacity of LGD Guangzhou benefits from the fact that the whole industrial chain is basically not affected by the epidemic and can be basically guaranteed. .
Part of Taiwan's LCD TV panel module capacity is concentrated in Jiangsu Province, which is affected by the fact that the upstream PCB supplier is located in the epidemic center of China, so the supply is hard. Moreover, due to the relatively centralized procurement, PCB supply is not smooth, which also affects the release of the later module capacity in Taiwan Island.
The production capacity of TV panels and modules in BOE Hefei, Beijing and Fuzhou recovered well, and the organizational production was unaffected by the epidemic.