LED substitutes? Analysis on the present situation and competitive pattern of OLED industry

With the development of liquid crystal screen has matured, the market for the next generation of display technology has been focused on the focus of the AMOLED (OLED for the display), the limelight more and more prosperous. Some institutions predict that the small size of AMOLED investment will increase year by year, before 2020, the annual production capacity will be more than 20~30% of the compound growth. Now in the application of intelligent machines has long been opened, the future of AMOLED in TV, tablet, and even the emerging virtual reality devices have their own development opportunities.

Dramexchange's WitsView_ Mr. Qiu Yubin in the interview on the snowball detailed interpretation of the AMOLED trend, different from the specifications, materials, technology, market, production capacity, regional competition and other dimensions, together with the analysis of development of the OLED star of tomorrow. LEDinside is also concerned about the development trend of LED as a potential substitute for OLED, so we will arrange the interview as follows:

Domestic manufacturers and their competitive position

Q: now, from the point of view of technology and production capacity, Chinese manufacturers have the most opportunity to catch up with the Han Dynasty OLED plant in the short term will be?

WitsView_ Qiu Yubin: China is currently the fastest production process in AMOLED and Hui photoelectric, mainly rely on a 4.5 generation production line, the production capacity is relatively limited, the yield is still a lot of room for improvement.

But the development of new technology investment is in need of financial help, stable customer base and technical team to support long term, from the point of view of the two conditions, first entered the stage of the volume and future intention from the LTPS into the Pegasus AMOLED BOE, long-term development of might be worth looking forward to.

But with significant bias in weixinnuo relationship of supply chain division. The front panel of AMOLED by weixinnuo manufacturing, after the module referred to in charge of. Weixinnuo although invest time early, but has not entered the production stage, can not see the time history of specific volume.

Q: SinoWealth advantages in the AMOLED industry, where? Are technical barriers firm?

WitsView_ Qiu Yubin: compared to the Samsung display in luminescent materials, patents and equipment already had a careful layout, driver IC is at least not a stuffy room without ventilation block.

The domestic focus in the OLED driver development IC very few manufacturers have the advantage, as long as a little, even if the product is currently only in the low-end HD product volume, at least have the opportunity to follow with the development of domestic AMOLED investment in the future.

Q: domestic OLED technology to what extent, how much competition?

WitsView_ Qiu Yubin: domestic AMOLED at the beginning of the mass production stage, but is still focused on the low-end HD resolution products. In the supply chain, in addition to driving IC slightly layout, for other materials, components, and even the control of the equipment is still very low.

Q: which company has the same core technology as Japanese companies?

WitsView_ Qiu Yubin: strictly speaking, the core technology and competitiveness of AMOLED are mastered by the Samsung display on the hand, the Japanese manufacturer JOLED or Sharp while claiming technology and patents, but because it has not yet entered the production stage, compared with Samsung display maturity still have a small gap. As for the domestic side, the technology has not yet appeared in the global competitiveness of the layout of the company.

Q: in the industrial chain, our advantage in which link?

WitsView_ Qiu Yubin: there are three huge barriers to enter the AMOLED, namely, capital, technical capabilities, key equipment and materials. Mainland China, Taiwan or Japan, at least in terms of restrictions on capital investment is less, this is the first advantage.

Secondly, AMOLED re God again, or the need to have a sense of smooth sale. Similar to the situation in LCD, the country still provides a potential huge market, as the strongest and most powerful backing for manufacturers.

Due to the patent barriers have been formed, the future development of Chinese manufacturers in the AMOLED is still the most potential panel plant, materials, equipment is limited by the impact of the largest patent.

Q: OLED is not basically all Samsung production? How many other domestic manufacturers can share the market?

WitsView_ Qiu Yubin: Samsung currently includes more than 95% of the size of the AMOLED market, while the size of the TV OLED is the exclusive business of LGD. Domestic manufacturers in the context of the development of the AMOLED market, it may be the first equipment / material acquisition, process / production capacity and other issues to overcome, to further discuss the market share of space.

Defects and core technology of OLED

Q: focus on restricting the shortcomings of OLED applications or what are currently unable to solve the defects.

WitsView_ Qiu Yubin: in the market blindly touted AMOLED technology at the same time, in fact, we may also have to pay attention to the problem of AMOLED.

First of all, is the life with luminous efficiency, mobile phone replacement time is short for OLED, this part of the problem can be minimized, but the application of replacement of the IT, and even TV application products at five years period, life is a regret.

Secondly, the resolution of the OLED contrast to enhance the LTPSLCD still has its shortcomings, although this part of the compensation can be calculated through the pixel algorithm, after all, there are still fundamental limitations.

Third, the challenge of OLED is still large, in addition to mobile applications, to enter the LCDIT, TV, and even the public display and other areas there is still a long way to go.

Q: it is understood that OLED has two technical directions, evaporation and printing, the former South Korean master, the latter day