Machine market explosive growth driven by the popularity of small and medium-size AMOLED display surface display, smart watches, virtual reality (VR) and other end products is accelerating the expansion of the scope of application of AMOLED, OLED display industry, the degree of concern continue to improve. After 2016, Samsung will provide a flexible OLED Apple iPhone news, industry enthusiasm rising further, major display panel manufacturers to actively expand AMOLED production capacity is expected over the next five years AMOLED compound annual growth rate will exceed 40%.
Technological innovation and application development to promote the rapid development of OLED industry
2015 OLED industry revenue reached $ 12.4 billion, up 35%, including AMOLED panel production value reached $ 11.8 billion, an increase of 36%. OLED TV panel shipments reached 400,000, with sales over 1 billion US dollars. 2016, AMOLED market is expected to reach $ 15 billion, OLED TV shipments expected to nearly 90 million units. With OLED displays in televisions, mobile phones, monitors, wearable devices, tablets, and gradually deepening vehicle display applications, 2020 OLED displays is expected to occupy more than 30% of the overall market share.
Limit AMOLED application has been basically solved two problems. Cost and life expectancy are the two major issues that limit OLED applications, the cost, with the OLED production line yield and production process to promote continuous improvement, OLED panel manufacturing costs continue to decrease, the price even better than LCD. According to IHS statistics, in the first quarter of 2016, 5.5-inch full HD (FHD) cost smartphones with OLED panel prices have dropped to $ 14.72, below the low-temperature polysilicon liquid crystal display (LTPS-LCD) US $ 15.96. Life, since the red, green and blue OLED materials needed in the current driven by the formation of self-luminous pixels, varying degrees of aging three materials will result in brightness decay process color cast. Currently pixel arrangement can solve this problem by applying a non-uniform sub, while emerging new technologies and new materials are optimized life of the screen. For example, China Taiwan ITRI developed OLED gain coupled plasma surface technology, this new OLED structure may be a light emitting spectrum of green material is converted to blue light, compared with the conventional structure, can enhance the life of 27 times.
Flexible AMOLED provides a new direction for the intelligent terminal product innovation. The liquid crystal material, a glass substrate is used as the core of the LCD display technologies, solid-state light-emitting polymers can be used as the AMOLED display substrate, is the best way to achieve flexible display technology, not only can enhance portability, security, display device, and can further stimulate intelligent product structure, design and potential UI application. Depending on the degree of curvature, the flexible display can be divided into a fixed surface, curled repeat, folding, can be bent, it can be stretched freely and many other types of R & D difficulty gradually. Currently the development of key technologies and a flexible substrate surface fixed repeat curly, flexible thin-film transistor (TFT) prepared organic material deposition, film packaging, etc. have been basically completed and the product is also available, such as Samsung's edge and fit products, Apple Apple Watch, have achieved a good market response. With the freedom of greater flexibility breakthrough technology will further promote the development of AMOLED.
Forced AMOLED technology to accelerate application development innovation. New product areas such as smart watches, virtual reality product (VR), automotive and other special needs for display technology also contributed to the acceleration of innovation AMOELD technology. Smart watch needs flexible screen, has received greater design freedom and a richer product design. OLED high refresh rate and fast response speed can be solved sense VR products because delays caused by vertigo, currently Oculus Rift, HTC Vive and Sony Project are used 90Hz refresh rate than AMOLED screen. According to IHS it expects 2016 VR applications in the OLED panel shipments will grow by 119%, reaching 3.6 million. In addition, high contrast, flexibility, safety, wide temperature range characteristics AMOLED make it in the automotive field also has broad application prospects. The 2016 CES, Audi launched with a 14.1-inch AMOLED touch screen and gesture control as a virtual dashboard solutions.
LCD-based display will be the pattern of huge impact on the industry
In the small and medium size display market, OLED and LCD continues to narrow the distance. According to IHS statistics, in the first quarter of 2016, smartphone with AMOLED display shipments of 8700, accounting for about 30% of global mobile phone panel shipments, Samsung, which accounted for 97.7% of market share. With the advantage in the field of AMOLED, Samsung Display Corporation as the world's small and medium-size panel market share of the first enterprise. In response to changes in the pattern of small and medium size market, the world's major panel companies have accelerated investment in the OLED, Samsung and LGD has landed a number of production lines; Foxconn integrate Sharp plans to invest 260 billion yen in terms of the panel, of which 75% funds will be used OLED R & D and production, aimed against Apple's iPhone. Domestic BOE, Tianma and other companies have announced the construction of six-generation AMOLED panel production line, the investment amount close to 600 billion yuan.
In the long-term coexistence with the LCD at the same time, OLED will occupy profits high. OLED and LCD are the two most important current display technology, both have some inheritance in the technical path, we need to back the process, but in the specific production technology and processes, but there is a big difference. LCD is a voltage-driven device, two TFT and a storage capacitor (2T1C circuit) can generally do backplane, AMOLED is a current-driven, the complexity of the backplane structure is far higher than the LCD. To protect the device fabrication yield backplane, OLED production line in the plant construction, the more difficult route selection, process control and other aspects. In addition, AMOLED deposition process route is also in the exploratory stage, the companies have different technical route, on the production line control requirements are too stringent. Therefore, the basic fixed line technology, you can quickly copy the production line, the products have been caught in a price war competition of LCD products, compared limited OLED capacity growth rate, product yield climbed slowly over the next three to five years will remain oligopolistic supply and demand situation, OLED product margins will also remain high.
OLED strategy to help in South Korea to maintain that lead. With the gradual increase in mainland China high-generation LCD panel production line, 2018 Chinese mainland LCD production capacity ranks first in the world to display industry in Korea, Japan, China Taiwan and other countries and regions in competitive pressures. In this context, South Korean companies Korea will OLED display industry as a key to maintain that lead, continue to increase investment in the OLED industry to establish its own system of material and equipment business. South Korean government by expanding the tax credit, the reduction of tariffs and other administrative support measures to promote industrial development. 2015 Samsung in terms of the small screen OLED panel of more than 95% of the market share lead, LGD is the exclusive big-screen OLED panel market. Currently, in order to expand the scope of application of AMOLED Korean companies to adopt an open strategy, quickly attracted a large number of customers, to further safeguard the Korean display industry leadership. Overall, South Korean companies have a lead of about three years in terms of OLED flat screens, curved screen has advantages about 5 years.
Our country industry should be treated with the rapid development of OLED
"Twelve Five" period, the national policy support and industry efforts, our new display industry has advanced by leaps and bounds, becoming an important force in the global display industry has a strong competitive strength, innovation and business level key enterprises, cultivate a large number of display industry professionals.
On the one hand, with the upgrading of industrial technology, OLED technology is gradually introducing, pre-formed industrial base will play an important role. On the other hand, OLED rapid development, there are many variables in the direction of innovation and technological fields. The next 3 to 5 years will be an important window of OLED, seize the opportunity to have the opportunity to seize the initiative in the industrial upgrading, otherwise there is likely to fall into a passive situation again.
Therefore,Our country industry should concentrate resources, scientific planning, great efforts on its core technology research, production process, driven by intellectual property reserve, the chain to create work, and actively respond to the new round of industrial restructuring and upgrading, to further enhance our display quality and speed of development of the industry.