With the enthusiasm of the full screen, the demand for comprehensive screens is constantly expanding, and the market will usher in an explosive trend. BOE began mass production of oled panels, breaking the situation of a single Korean company. In the field of small-size OLED panels, China will have an opportunity.
Recently, BOE has become the world's largest manufacturer of large-size panels, and its OLED mobile phone screen products have begun to supply domestic brand mobile phones. With the heat of the full screen, China's small-size OLED panel production will usher in soaring.
According to data released by market research firm IHS Markit, in the third quarter, South Korea's well-known panel manufacturer LG Display's share in the global large-size panel market fell to 19.3%, and BOE's market share reached 21.7%, which means that BOE surpassed LG. The world's largest manufacturer of large-size panels.
However, the reporter was informed that large-size panels are mainly manufactured by liquid crystal panels. In high-end OLED displays, BOE is focusing on small-scale production and has achieved great results. A few days ago, BOE's 6th generation flexible small-size OLED screen production line in Chengdu was mass-produced ahead of schedule. This is China's first 6th generation flexible small-size OLED screen production line, and the second mass-produced 6th generation flexible small-size OLED in the world. Screen production line.
At present, BOE has reached a cooperation with domestic mobile phone manufacturers Huawei Xiaomi and others, and will supply a comprehensive screen for domestic mobile phone brands. Recently, more news has come out that BOE is investing in Apple's exclusive production line, hoping to provide Apple with flexible screens and foldable OLED screens, or will supply Apple's next-generation products.
In addition to BOE, another domestic panel maker Huaxing Optoelectronics is also working on the small-size OLED panel market. TCL Group recently revealed that its Huaxing Optoelectronics production capacity has increased and continues to be fully sold and sold. The orders in the fourth quarter are in good condition. The production and research of Wuhan Huaxing comprehensive screen products is underway, and mass production is expected in the fourth quarter.
It is reported that Huaxing Optoelectronics currently has two 8.5 generation lines and one 6th generation line, and is building the 11th generation line and the second 6th generation line. Huaxing 2 8.5 generation lines and 1 11th generation line in Shenzhen, mainly producing TV panels. Two 6th generation lines are in Wuhan, mainly producing small-sized panels such as mobile phones.
At the same time, another panel company, Tianma Technology, also publicly stated that the company's customers have strong demand for small-size OLED screens. The production threshold of this technology is relatively high. It takes a certain period of time from production line construction to stable mass production. The company is actively promoting Mass production of the 6th generation LTPS AMOLED production line.
Analysts pointed out that with the fierceness of full-screen mobile phones, the demand for comprehensive screen panels is erupting. Some domestic panel companies have increased their investment in the production of small-size OLED panels, and continue to exert their strength to compete for this high-end display market. However, the current domestic OLED full-screen production line yield rate is still low, and Samsung Display, LGD and Other companies have a certain gap, then, who can contend, constantly break through the technical bottleneck, challenge Samsung's throne in the mobile phone OLED screen market, still to be Observed.
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