QLED LCD technology does not change the new trend of OLED

Media recently reported that Samsung will give up the size of OLED technology and switch to QLED technology. We believe that QLED is a kind of LCD liquid crystal technology, can only slightly slow down the process of being replaced by OLED LCD, but can not change the OLED will replace the LCD industry trends.

Core view

QLED only modified LCD backlight technology: the so-called QLED quantum dots using LCD panel or LCD technology, but the technology is different from the usual LED backlight backlight blue LED excitation phosphors, QLED backlight with blue LED excitation of quantum dots to produce white light. Quantum dot backlight can produce more brilliant colors. QLED backlight is not a new technology, SONY early in 2013 on the launch of the application in the high-end models in the "Terri charm color TRILUMINOS" technology, the technology is the essence of QLED backlight.

OLED relative to LCD is a revolutionary innovation: OLED is self luminous, compared to QLED and other LCD technology has an insurmountable low power consumption, light, high contrast, folding, bending, high refresh rate and other advantages.

Display technology is a major driving force for innovation in consumer electronics, OLED features will be foldable terminal, transparent display, virtual reality VR products, car display and other fields to drive a new round of consumer electronics innovation.

OLED will eventually replace the current RGBOLED LCD: using LTPS backplane, the cost increases rapidly with the size of the upgrade, more suitable for small size panels; IGZO backplane technology is expected to OLED is expected to solve the problem of large size. We maintain our previous report, OLED screen mobile phone shipments from 200 million in 2014 to 1 billion 360 million in 2020, up to 41% CAGR; the OLED TV shipments is 67% to CAGR from 16 million 500 thousand in 2014 up to 77 thousand units in 2020.

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