China's OLED industry has certain R&D and industrialization capabilities, and some areas have independent technologies. At present, there are about 40 universities and research institutions engaged in OLED technology research and development in China, and many companies are involved in the industrialization of OLED. In June 2011, 19 OLED enterprises and institutions in China jointly launched the China OLED Industry Alliance. In the liquid crystal display, China has formed five panel industry clusters in Beijing-Tianjin-Hebei, Pearl River Delta, Fujian-Taiwan, Yangtze River Delta and Midwest. So far, eight 8.5-generation lines have been put into mass production, and five high-generation lines have been signed or started construction. China has become the most important LCD panel manufacturing base in the world.
In 2010, China's first AMOLED pilot test line was completed and put into operation in Kunshan; in 2012, Henan's blue technology OLED project started; on November 21, 2013, BOE 5.5 generation AMOLED production line was put into production in Erdos, Inner Mongolia, which is the second in the world. The AMOLED production line will lock the next generation of small and medium size screens. In addition, China has also formed an industrial chain for OLED research and development and material production.
China is currently the world's largest OLED application market , of which more than 45% of IT products are related to display devices; mobile phone production in mainland China accounts for more than 50% of global production; in addition, large-scale production will be gradually mass-produced in the future, AMOLED panels in NB Applications in the Internet, display and TV sectors will also increase. In addition, with the further maturity of OLED technology, the yield rate will gradually increase, the production cost will be greatly reduced, the shortcomings of higher product prices will gradually be alleviated, the market demand will be greatly released, and the OLED panel market demand will start from next year. Increased, there is a shortage of supply.
Analysis of China's OLED industry market prospectsOLED organic display self-illumination characteristics, its contrast, black field performance, color gamut, response speed, viewing angle compared to the current mainstream LED LCD display has revolutionized, color TV industry has gradually formed a consensus, that is, OLED representative The development direction of color TV industry, the future prospects are expected. OLED as a new generation of display technology, while representing the development trend of "green" display technology. Since OLED technology does not contain harmful substances used in traditional display devices such as lead, mercury, cadmium, etc., its outstanding expressiveness and low-carbon environmental protection concept have become globally recognized as green low-carbon display devices, bringing new vitality to the technology imaging market. And set off a wave of technological changes in the field.
Based on OLED's next-generation display technology, an emerging industry that is beginning to take shape is on the rise. Because OLED technology has many advantages that are unmatched by other technologies, its industrial prospects are receiving widespread attention from all over the world. As a big consumer and consumer electronics consumer, China's huge gap between supply and demand is nearly 2,200 times, which indicates that China's OLED industry is extremely promising in the coming years.
OLED panel display structure is simpler, less consumables and more environmentally friendly, and it is more likely to have the advantage of low cost popularization after mass production. The OLED display has the characteristics of flexible and curlable, which is more convenient for transportation and installation. It can break through the size limitation. In the future, the entire wall can be turned into an oversized display with OLED wallpaper. Among the smart car solutions that are currently highly regarded in the market, OLED panels have also become the preferred display devices. According to the "OLED industry market forecast and investment prospect analysis report" released by the Prospective Industry Research Institute, it is estimated that by 2022, this market will be close to 60 billion US dollars, becoming the main force to display the world in the future.
2017-2022 China OLED industry market size forecast (unit: billion US dollars,%)
(1) The mainland region has gradually become the focus of OLED investment
Chinese mainland enterprises are following the momentum in the field of OLEDs. BOE, Hehui Optoelectronics, Xinli, Huaxing Optoelectronics, Tianma, Kunshan Guoxian (Vicino) are actively deployed. Prospectively, by 2018, the planned capacity of AMOLEDs in mainland China enterprises will account for 31% of global production capacity; if the capacity of LTPSAMOLED is considered separately, Chinese enterprises will account for 50% of global production capacity by 2018, and will surpass South Korea to rank first in the world. . The rapid expansion of AMOLED production capacity in mainland China will benefit mainly from the mass production of new production lines of Kunshan Guoxian (Vicino), Shentianma, Xinli, Huaxing Optoelectronics, BOE and other companies, as well as BOE, Truly, and 2017 in 2017. Each of Huiguang's 6th generation AMOLED lines is mass-produced.
(II) Investment opportunities in China's OLED industry
In the global AMOLED industry, there is still a big gap between domestic enterprises and world-class enterprises. However, domestic enterprises represented by Hehui Optoelectronics have begun mass production of AMOLEDs, which already have a certain industrial base and many In the future, enterprises will have plans for multiple production lines, and their production capacity will also be greatly improved. At present, China's OLED industry welcomes the following investment opportunities:
The national strategic level actively supports the development of the AMOLED display industry and has introduced a series of support policies.
The rise of local companies represented by Huaxing Optoelectronics has successfully produced 5" HD, 5.5" HD AMOLED products, laying the foundation for technology, materials and talents for other brands.
The cost advantage of localized procurement of terminal brand customers.
Therefore, domestic enterprises should seize the opportunity to seek more breakthroughs in yield and technology accumulation, and must firmly grasp the advantages of domestic industrial policies, the huge terminal market demand advantages, and the cost advantages of localized procurement, etc., and actively exert their efforts in AMOLED. When the industrial boom is coming, we will seize more opportunities.
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