The hottest four OLED panels including BOE shentia

  • Detail

Four major OLED panel manufacturers, including BOE/Shenzhen Tianma/lgd/Youda, have released Q1 financial statements comparison

at present, the four major panel manufacturers, BOE, Shenzhen Tianma, LGD and Youda, have released Q1 financial statements in 2018. On the whole, there is no big fluctuation. BOE's net profit increased by 81.6% compared with the previous period, decreased by 25.6% compared with the same period last year, and achieved a net profit of 1.94 billion yuan, temporarily leading other domestic manufacturers

lgd the net profit of its first car, polar 1, decreased by 211.4% compared with the previous period and 107.2% compared with the same period last year, achieving a net profit of 567.5 billion won (about 3.354 billion yuan). The net profit of Youda was NT $4.03 billion (about 862million yuan), and the net profit of Shenzhen Tianma was NT $390million

according to the data, OLED TV accounted for 51.3% of the high-end TV market with more than $2500 in 2017, surpassing the LCD TV market for the first time, and is expected to further improve in 2018

inventory of domestic OLED screen upstream suppliers

due to the high technical threshold, the supply right of OLED upstream industry is basically in the hands of overseas manufacturers, and there are few domestic upstream enterprises that can achieve large-scale mass production. In the field of equipment manufacturing, Japanese manufacturers Canon Tokki and ULVAC are absolutely leading in the field of key equipment such as evaporation and plating. At present, there is no complete set of OLED production equipment manufacturer facing industrialization in China. The key equipment and the systematic technology of the complete set of equipment are in the hands of and still preserved in the hands of Japanese, Korean, Taiwan and European enterprises. In May, OLED screen suppliers released Q1 '18 financial statements one after another, and OFweek smart home checked the market trends of domestic OLED screen upstream manufacturers Wanrun shares, Ruilian new materials and Qiangli new materials

as a supplier of many midstream manufacturers, the business revenue of OLED materials (including intermediates and monomers) of Wanrun Co., Ltd. increased significantly in 2017, an increase of about 100% over the previous year. The company's OLED material research and development work has been steadily promoted, and now OLED finished products with independent intellectual property rights have been verified by downstream manufacturers. It is expected that the company's consumption of OLED materials in international customers will increase rapidly. Due to the rise of domestic OLED panel enterprises, the company also has a high probability of becoming a supplier of OLED materials for domestic enterprises

Qiangli new material is a joint venture between the mainland and Taiwan Yu Lei optoelectronics. With the continuous production of OLED production lines from leading domestic manufacturers, the demand for OLED materials is expected to continue to grow. According to the disclosure of Qiangli new material official, the holding subsidiary Qiangli Yu radium production line was put into operation in September 2017, and the planned production capacity of AMOLED high-purity organic materials is about 100000 tons, which is expected to increase the company's performance in the future

Ruilian new material achieved an operating revenue of 719 million yuan in 2017, with a year-on-year increase of 29%, and realized the ownership of Harold, global technical product manager of DSM engineering plastics Harroldgoertz will outline how akulonxs, through its unique barrier properties and mechanical properties, makes it more suitable for the food flexible packaging industry and more cost-effective than traditional PA6, with a profit of 78.01 million yuan, an increase of 38% year-on-year, at the multi-layer packaging film conference held in Chicago on June 2 and the TAPPI flexible packaging seminar held in Miami on June 10. The reason for the steady growth of the company's businesses in 2017 is that in the field of display materials, on the one hand, the company continues to deepen its cooperation with global hybrid liquid crystal manufacturers, so that the business maintains a certain growth; Facing the improvement of OLED display technology penetration, the OLED business of Ruilian new material has increased significantly. Driven by the downstream market, the company's pharmaceutical intermediates business also increased to a certain extent

in addition, Jilin aolaide Optoelectronic Materials Co., Ltd., Dongxu optoelectronics, Laibao high tech, Changxin technology and kangdexin also performed well

as the industry leader, LGD's growth slowed down in Q1, but its industrial layout still declined. Recently, LG started construction in the P10 factory of LG display of OLED, planning to build a large-scale production line of generation 10.5. It is understood that whether this large-size production line will be used to produce LCD or OLED in the future, LG will make flexible changes and adjustments according to the market demand

in addition to the parks in South Korea, LG display signed a contract for the 8.5 generation OLED production line in Guangzhou, China last year, which is an important matter for LG display to expand OLED production capacity. After betting on OLED, LG display aims to achieve 40% of LG display's overall sales by 2020

technical problems of OLED screen

in terms of technology, the pain point of OLED screen at present is the large screen. OLED is made of mixed organic materials, which is more suitable for small screens. If it is placed on a large screen such as a TV, not only the yield is low, but also color attenuation and other problems will occur with the use of time, which cannot realize the mass production of large-size screens. Therefore, it is currently only suitable for portable digital products. The lifetime of OLED screen is usually only 5000 hours, which is at least 10000 hours lower than that of LCD. In addition, OLED screens have the problem of insufficient color purity, and it is not easy to display bright and rich colors

there are several elements to solve OLED screen pain points, such as different raw materials, including quantum dots and qled. The development momentum of qled cannot be underestimated, and it is continuing to erode the OLED market share. According to relevant industry data, the sales of quantum dot TV is expected to reach about 10 times that of OLED TV in 2018. The answer about who can become the overlord of the new generation of color TV display technology between OLED TV and QLD TV is also emerging

oled screen outlook

oled display technology has the advantages of self illumination, wide viewing angle, almost infinite high contrast, low power consumption, extremely high reaction speed and so on. This technology may make highly portable and folding display technology possible in the future

from the perspective of policy, the development of OLED industry has attracted the attention of the national level, and will also be strongly supported by the country. The development speed is expected to exceed expectations. Facing the improvement of OLED display technology penetration, mid and upper reaches manufacturers can firmly grasp the market opportunity with excellent product quality, which has led to a substantial growth in OLED business

Copyright © 2011 JIN SHI