Chinese manufacturers focus fire Hao investment OLED, the challenge of the global market accounted for 3

The Nikkei News reported on 3, Chinese manufacturers began to focus on investment can be used in OLED mobile phone use panel wisdom, including China largest panel factory BOE (BOE) 6 land plants have been built, the new OLED panel factory, estimated as of 2020 so far, the total investment will be more than 2 trillion yen scale, in the hope of the investment, against Samsung Electronics Factory of korea. Samsung is currently in the global smart phone market share of the OLED panel with up to more than 9.

Reported that Sichuan is the construction of the Chengdu BOE monthly production reached 10 million pieces (with wisdom, mobile phone conversion, the same below) of the OLED panel factory, invested more than 500 billion yen, the new factory production line will enable the stage, is expected in 2019 officially mass production; Huaxing Power (CSOT) is built in Wuhan and Hubei with BOE the size of the OLED panel factory, while the BOE, Huaxing Power will hit heavily invested in OLED, mainly by Apple (Apple) iPhone published in 2017 will begin to affect the OLED panel, because the estimated HUAWEI China wisdom mobile phone factory materials will therefore (iPhone by OLED) began using the OLED panel.

In addition, the LCD panel plant will be built in Wuhan Tianma microelectronics has been converted into OLED special factory; and photoeloctronic and weixinnuo display technology will also build a new factory.

According to reports, if China manufacturers such as OLED panel production plan, estimate the total shipments (with wisdom machine translation) to supply more than 3 of global demand (i.e. global market share of more than 3 challenge level), but the OLED manufacturing technology is difficult, even now the annual output of 300 million in the Samsung also suffer yield improvement, so if a substantial increase, resulting Chinese manufacturers OLED panel prices decline, while the yield rose does not come up, let fear costs soar, China manufacturers operating and therefore fear deterioration.

Chinese manufacturers hit heavily invested in OLED, it is no wonder that Foxconn / SHARP resorted to 200 billion yen investment plan is too less than the amount, but this (lack of investment), SHARP President Dai Zhengwu 1, pointed out that the "OLED panel as a commercial success is still unknown, but research is a must. From SHARP's financial situation, OLED investment has to be cautious. Therefore, after the successful trial production line to consider subsequent investment plans. Of course, now it is necessary to start thinking about who can become a customer, who is likely to cooperate".

SHARP announced on September 30th, will be about 57 billion 400 million yen to set up OLED panel pilot production line (pilotline), will be in the cause of the cause of the cause of the heavy (and soil) imported equipment, is expected in 2018 Q2 (4-6 months) enabled. SHARP pointed out that the pilot production line will be used to accumulate the knowledge needed to produce OLED panels, research and development to improve the yield of production technology, and will also be small-scale production, shipping to customers.

Nikkei News reported on October 16th, Hon Hai and its subsidiary of SHARP has started the relevant assessment plan in 2019 to Chinese OLED panel production, the main reason for Apple's iPhone China, gathered in the assembly plant and the local wisdom mobile phone factory rapid rise, and by Chinese production is expected to receive local government subsidies and tax incentives, to reduce the burden of investment.

Yonhap reported on May 26th, the smart phone panel mainstream products in the near future will be expected to shift from liquid crystal to OLED, and the SamsungDisplay will be predicted when the situation will continue. According to IHS estimates, OLED sales in 2019 will be mobile phone panel wisdom from $10 billion 600 million in 2015 expanded to $19 billion 500 million, accounting for the proportion of overall intelligence mobile phone panel will sharply from 37% in 2015 to 51% in ascension; the liquid crystal panel sales from $20 billion 800 million to $19 billion is shrinking, will fall from 63% to 49%.

In terms of shipments, the estimated 2019 smart OLED panel shipments will surge to 630 million, up to 2015 (250 million) of 2.5 times, in contrast, the LCD panel is expected to increase from only a small slice of the film to the 1 billion 340 million.

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