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AMOLED ua lag luam tej zaum yog Enormous

May 12, 2017

Huaxing Electric thiab Wuhan thawm xyoo kos npe rau thib rau tiam ntawm LTPS AMOLED ntau lawm kab project kev koom tes pom zoo, Tianma thib rau tiam LTPS AMOLED cov kab ntau lawm nyob rau hauv Wuhan ntse zes AMOLED cov khoom, los ua tus ob yam tshwm sim nyob rau hauv Tuam Tshoj tus OLED kev lag luam rau ze li ntawm ib lub hlis.

Niaj hnub no, cov AMOLED technology yog ua ntau thiab ntau pom tseeb nyob rau hauv lub me me thiab medium loj daim ntawv thov cheeb tsam, uas ua rau lub ntiaj teb no vaj huam sib luag manufacturers nquag sib piv cov nqi nyob rau hauv lub 6 tiam AMOLED cov kab ntau lawm. Raws li statistics, qhov tam sim no lub ntiaj teb no kev tsim kho thiab kev npaj ntawm OLED ntau lawm kab li 15, uas Tuam Tshoj muaj 9. Nyob rau hauv tas li ntawd, muaj cov tseem ntxhab nyob rau hauv peb lub teb chaws npaj los tsim kom tau txoj kab. Kws txawj hu, yuav tsum rationally nqis peev AMOLED, txhim kho peb lub teb chaws muaj saw ntws los thiab downstream layout, kom tsis txhob tshuab, txuj ci, patents thiab lwm yam ntawm txoj kev pheej hmoo.

15 AMOLED ntau lawm kab yuav raug ua nyob rau hauv peb lub xyoo

Raws li tsis tiav statistics, nyob rau hauv tas li ntawd mus rau lub ntiaj teb no layout ntawm lub LTPS cov kab ntau lawm, tseem muaj 15 OLED ntau lawm kab yog nyob rau hauv kev tsim kho thiab kev npaj. 2017, yuav muaj 3 me me thiab medium-qhov loj qhov OLED cov kab ntau lawm mus cuag lub ntim ntawm ntau lawm, lub quarter thib peb ntsuam ntawm zus tau tej cov Samsung nyob rau hauv Kauslim Chonan, LGD nyob rau hauv Kauslim Gumi lub 6 tiam cov kab ntau lawm, Zam Lee Huizhou 4. Tus 5 tiam kab yuav raug ntsuas nyob rau hauv lub quarter thib ob. 2018, yuav muaj 6 ntau lawm kav mus cuag loj ntau lawm, nyob rau hauv uas tus thawj peb lub hlis twg kev ntsuas zus tau tej cov Beijing Oriental Chengdu 6 tiam kab thiab Samsung nyob rau hauv Kauslim Chonan 6 tiam OLED cov kab ntau lawm, lub quarter thib ob ntsuas zus tau tej cov Tianma Wuhan 6-tiam kab, LGD nyob rau hauv Kauslim Phju 6 tiam, ntse nyob rau hauv Nyiv Sakai 6 tiam thiab JDI nyob rau hauv Nyiv Hakusan 6 tiam kab (npaj). 2019, tseem muaj 6 OLED ntau lawm kab, ntsig txog, lub Beijing Oriental Mianyang 6 tiam kab yuav raug ntsuas nyob rau hauv lub quarter thib ob, thiab tus Hui Shanghai 6 tiam kab yuav raug ntsuas nyob rau hauv lub quarter thib ob, Victoria Grainger 6 tiam ntawm Connaught Kab yuav yuav ntsuas nyob rau hauv lub quarter thib ob, Flexographic Shenzhen 5. lub 5-tiam kab yuav raug ntsuas nyob rau hauv thawj peb lub hlis twg, thiab lub hnub qub photoelectric Wuhan 6 tiam kab yuav raug ntsuas nyob rau hauv lub quarter thib peb (npaj), thiab tsab ntawv nyob rau hauv Anhui 6 tiam kab yuav raug ntsuas nyob rau hauv lub quarter thib plaub (npaj).

Raws li reporters, nyob rau hauv tas li ntawd mus rau saum toj pom tias ntau lawm kab, peb manufacturers yuav npaj lwm yam AMOLED ntau lawm kab.

BOE Technology Group Co., Ltd. Vice chairman, CEO Chen Yanshun hais tias, nyob rau hauv lub OLED layout, Beijing Oriental yuav tsom ntsoov rau cov layout ntawm me me-me me saj zawg zog AMOLED cov kab ntau lawm (Chengdu G6, Mianyang G6). Tam sim no lub rov tshwm sim ntawm OLED technology, lub me me thiab medium loj ntawm lub teb ntawm unstoppable technology tiam sis, uas yuav ua ib tug tshiab lub sij hawm rau peb qhauj. 2020 OLED tuaj yuav tsum mus ua txhaum los ntawm 800 million ntsiav tshuaj, tsim 2015 ~ 2021 xyoo AMOLED tuaj txhua xyoo compound txoj kev loj hlob npaum li cas yuav tsum tau tswj nyob ib ncig ntawm 25 %%, yuav los ua lub mainstream ntawm lub xov tooj txawb kev ua lag luam nyob rau hauv lub neej yav tom ntej.

Tam sim no lub ntiaj teb no vaj huam sib luag manufacturers yog nyob rau hauv lub active layout ntawm AMOLED technology mus txeeb txoj cai ntawm kev daws. Txawm li cas los, peb nco ntsoov tias nyob rau hauv tas li ntawd mus rau lub vaj huam sib luag manufacturers, ntau yam tshiab entrants kuj tau pib mus koom lub tsoom fwv hauv zos layout OLED kev ua lag luam. Raws li reporters, Heilongjiang Daqing Yingao technology tseem tshaj tawm hais tias nws yuav nqis peev pab 62 billion yuan los tsim kom tau OLED ntau lawm kab, yuav ua kev txhawj xeeb nyob rau hauv lub lag luam.

Suav Academy ntawm Sciences, Ouyang Zhong Can, hais tias OLED raws li ib tug tshiab zaub technology, nyob rau hauv xyoo tsis ntev los, muaj zog txoj kev loj hlob momentum, lub ntiaj teb no vaj huam sib luag manufacturers kuj nyob rau hauv lub active layout. OLED nyob rau hauv me me thiab medium loj daim ntawv thov nyob rau hauv lub teb ntawm lwm zoo, nyob rau hauv tsis ntev los no xyoo, Tuam Tshoj lub peev nyob rau hauv kev npaj los yog hu ua tus AMOLED ntim cov kab ntau lawm muaj ntau tshaj li 10 ntau, txhua kab peev luaj li cas ntawm kaum tawm billions ntawm yuan. Tab sis yuav ua li cas muaj ntau yam ntawm lawv muaj peev xwm ciaj sia los ntawm virtue ntawm lawv hauj prowess?

Rau cov OLED vaj huam sib luag ntau lawm kab ntawm loj-scale peev, ntau kev lag luam kws txawj kuj qhia kev txhawj xeeb hais tias cov ceev ceev expansion ntawm AMOLED muaj peev xwm yuav muaj ib co thaum kev piam sij, tshwj xeeb tshaj yog nyob rau hauv peb-xyoo OLED muaj peev xwm yuav mloog zoo rau lub phaum, los yog yuav ua rau txoj kev pheej hmoo ntawm overcapacity, rau qhov noj qab nyob kev loj hlob ntawm lub lag luam.

Txawm tias muaj ntau yam vaj huam sib luag cov neeg muag khoom yog pw tawm nyob rau hauv lub AMOLED teb, tuaj yog tseem me me heev piv nrog rau Samsung. Nyob rau hauv lub AMOLED handset vaj huam sib luag kev ua lag luam, Samsung occupies yuav luag 99% ntawm nws cov qhia thiab yus tus kheej li ib tug loj tus naj npawb ntawm patents thiab technologies. Yog li ntawd nyob rau hauv cov ntaub ntawv no, Tuam Tshoj lub "Lub peb hlis ntuj" peev nyob rau hauv kev tsim kho ntawm 6 tiam ntawm AMOLED cov kab ntau lawm, yuav fim ib tug zoo uas yuav muaj, nyob rau hauv tas li ntawd mus patents, qhov tseem ceeb yog cov ntau lawm ntawm txaus los khi kev kawm txawj thiab cov kev pheej hmoo ntawm qhov muag tsis pom lub peev.

Group Txawj Ntse noj kev haus Vice dav dav saib xyuas Li Yaqin hais rau tus sau, saj zawg zog OLED ntau lawm kev yog dawb paug. Nyob rau hauv lub qhaj ntawv ntawm kev vam meej ntau lawm kev, tus nruam tshiab ntau lawm kab, nce toj lub sij hawm yog ntev, kom muaj nuj nqis ntawm ntau lawm yog ib qhov nyuaj, tawm los yog nyuaj tshoom. Qhov no yuav coj enormous nyiaj, cov neeg ua, profit siab, tshwj xeeb tshaj yog tej saj zawg zog AMOLED kev ua hauj lwm, yuav ua rau lub vaj huam sib luag Hoobkas nce toj lub sij hawm qeeb, zoo zoo yog ib qhov nyuaj rau txawj tej yam ntxiv, muaj yog ib tug tsis muaj feem yuav.

Nws yuav tau hais tias tam sim no Suav OLED kev lag luam yog nyob rau hauv lub sij hawm thiab kev sib tw ntawm kev loj hlob ntawm lub ntsiab theem, nyob rau hauv ib tes kev lag luam los ntawm LCD rau OLED evolution ntawm tus qauv yog nce tshwm tag, nyob rau hauv Tuam Tshoj lub sij hawm no rau accelerate lub layout ntawm OLED yuav tsum mus ua txhaum lub Japanese thiab South Kauslim lub technology monopoly, OLED cov ntaub ntawv, pab kiag li lawm, technology thiab lwm yam ntawm ib tug loj txhob; nyob rau hauv ib tes, lub ntiaj teb no OLED kev ua lag luam sib tw txawv, Korean qhauj tseem cuab zoo, Tuam Tshoj OLED kev lag luam saw yog tus tsis muaj zog, Lub ntiaj teb no OLED kev lag luam sib tw yog tsis ib zaug xwb technology los yog enterprise kev sib tw, tab sis tag nrho cov kev sib tw ntawm qhov kev lag luam saw, Suav OLED kev lag luam xav kom to taub lub tswv yim lub sij hawm mus ua tau "ces kaum overtaking", los qhia lub ntiaj teb no nyob rau hauv lub hwj chim, mus leeb qhov kev siv ntawm muaj tshiab ecology, maximize cov nyhuv uas muaj synergy.

Txawm li cas los, tam sim no, Tuam Tshoj lub OLED kev lag luam saw ntws los txhawb yog tsis zoo tag nrho. Ouyang Zhong Can Academician hais tias peb lub teb chaws yuav tsum ua txhaum los ntawm tus yuam sij technology bottleneck ntawm OLED, tag nrho muaj saw txuam, muaj peev xwm leeb lub pace ntawm Industrialization.

Kunshan Seem Connaught Technology Co., Ltd. General saib xyuas Gao Yudi nyob rau hauv kev sib tham nrog tus neeg sau hais tias tam sim no OLED kev lag luam saw qauv xwb, sab sauv, medium thiab downstream cov neeg muag khoom rau muab kev koom tes ntau elementary, lub neej yav tom ntej yuav tsum tsim kom muaj ib tug ua tiav ecosystem. Nyob ib ncig ntawm qhov kawg cov neeg thiab cov lag luam coob, vaj huam sib luag manufacturers, ntws los raw cov ntaub ntawv thiab cov khoom siv manufacturers thiab downstream terminals yuav muaj ntau diversified kev koom tes thiab sib pauv. Nyob rau tib lub sij hawm, lub vaj huam sib luag manufacturers yuav txia ua lub advanced technology mus rau hauv lub advanced khoom, muab ib tug diversified technology kev pab cuam rau qhov kawg manufacturers, thiab coj txog ntau tshiab technologies thiab liaj teb, thiab ua rau cov muaj synergy nqi ua si tshaj plaws.

Nyob rau hauv tas li ntawd, Ouyang Zhong Can Academician kuj pom tias peb lub teb chaws yuav tsum tau kho cov ntshuam thiab export tariff nqi, kho cov OLED zaub ntaus ntawv ntau lawm qhauj import cov ntaub ntawv thiab loj cov khoom se preferential txoj cai catalog, mus tiv thaiv muaj kev ruaj ntseg.