Emerging industries OLED technology Domestic manufacturers shift from LCD busy OLED production and increase production capacity
British media said that China "ambitious" into the smart phone screen new market.
The launch of the Apple iPhone iPhoneX confirms Apple's plan to develop full-screen OLED technology, but subcontracting remains a problem. If the world's leading smartphone makers want to apply this technology as the mainstream of future product models, they need a strong source of supply.
According to the FT's website on October 31, before 2016, Apple mainly used high-end LED display technology subcontracted from Samsung Group and Japan Display Company for their own mobile phones, however, Japanese display company decided not to focus on OLED The innovative strategy of technology proved to be a mistake, and it created market opportunities for its Korean competitors and became the first vendor to market full-screen handset technology. Samsung now owns 89% of the OLED display in the global smart phone market.
The report said that the OLED display does not need a backlight, so it can show the depth of black, and lighter than the LCD (liquid crystal display), thinner, Apple addition to Samsung as the only OLED screen technology supplier to develop its high-end iPhoneX models Almost no other choice. According to a report in the "Electronic Times," the company signed a two-year, $ 9 billion supply contract in 2017. Meanwhile, Japanese monitor companies are trying to catch up, but their OLED research and development is still slow.
Apple, which was eager to find an alternative to OLED technology, has invested $ 2.7 billion in OLED display maker LG Display, which Apple hopes will outsource about 45,000 OLED panels a month from the Korean company by 2019. Although Apple is undoubtedly pleased to secure a second supply channel, it is clear that there are some concerns about the two suppliers coming from the same area.
Reported that the potential uncertainty prompted a group of active manufacturers to join in the innovation contest to develop OLED display technology and increase production capacity. The LCD industry in Taiwan is experiencing a recovery, such as Quantum Optoelectronics, a unit of AU Optronics and Foxconn, but none of them can compete with Samsung and LG Display in the high-end segment and face growing competition from suppliers in mainland China competition.
Ambitious Chinese manufacturers are rapidly growing with the support of strong capital investment. The Chinese government sets LED and OLED technologies as strategic emerging industries. Domestic manufacturers are busy shifting their production from LCD to OLED and increasing production capacity.
Reported that if the global market indicators are correct, OLED technology industry in the next few years will become the technology industry of much concern. As high-end manufacturers have increased their demand, panel makers will need to develop and demonstrate their own production capabilities, as if China is already rapidly evolving the OLED industry.