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>> Panel prices + alternative effect OLED market space is vast 11th,August,2017
The recent liquid crystal display prices fierce momentum, including 32-inch and 6-inch small size below the maximum price increases in July panel prices have become a keynote. In addition, unlike the LCD luminous rely on the backlight module, OLED is a self-luminous mode, with obvious advantages, its continuous improvement in the field of intelligent terminals, television. Panel price increases alternative effect, OLED industry is expected to usher in the outbreak, it is worth the attention of investors.
Panel prices rise rapidly
Starting from March panel prices continue to rise, of which 32-inch and 6-inch small size of the largest price increases, even more surprising is that the machine's 1.77-inch mobile phone screen actually rose more than 200%, and now the situation , July LCD screen rose tone has become a foregone conclusion.
Institutional sources pointed out that if the careful analysis of the panel prices rose, you can find short-term price increases will continue for some time. From the beginning of the year to the price of the process of interpretation, because TFT LCD technology is mature, due to overcapacity caused by down factory production capacity is the fuse of this round of price storms. And this round of price increases in the process, the mainland enterprises will be the most benefit. Learned from the industry chain, in order to consolidate the supply, Huawei has booked a number of companies mobile phone panel production capacity, display manufacturers offer has been updated once a week offer, the price to order time to prevail, etc. to avoid the impact of panel prices The So for the panel manufacturers, the second half of the expected performance is expected to exceed expectations.
The first quarter of 2016 data show that the cost of OLED has been very close to the LCD, and with the further improvement in yield, OLED will have the advantage of cost, past constraints are no longer shackles. At the same time Apple is expected in the 2017 iPhone in the use of OLED screen, as the benchmark for smart phones, each innovation will be a strong demonstration of the role of the industry chain, and Huawei, millet and other manufacturers will also apply a good effect More domestic manufacturers to follow suit. And in the supply side, not only Samsung, LG actively expanding production for Apple's orders to prepare, domestic enterprises are also actively expanding production in order to catch up with South Korea's chances. The panel prices for the OLED industry constitutes a positive.
The market is vast
Different from the LCD light depends on the backlight module, OLED is a self-luminous mode, that is, depending on the luminous material power to light. And the luminous mode of the different created a different structure, but also the success of the screen response speed, display performance, thinner, low power consumption, flexible display, etc., is wearable equipment, VR equipment, surface mobile phones and other fields The first choice, the future in the intelligent terminal, television will also continue to improve the penetration rate.
Societe Generale Securities pointed out that OLED panels are mainly used in the field of mobile phones, accounting for more than 90% of OLED market share. Since 2010, OLED technology in the field of mobile applications has developed rapidly, but in 2014 experienced a decline, the main reason is that Samsung's mobile phone market share from 32.5% to 28%, while Samsung is the main global OLED mobile phone screen Demand for the decline in its market share led directly to the decline in global OLED panel shipments. However, with the OLED technology in 2015 and Samsung's strong promotion, OLED mobile phone market once again higher, panel shipments increased by 53% compared to 2014, reaching 275 million.
The rapid development of OLED will drive the rapid expansion of the entire OLED industry chain, including manufacturing equipment, materials, assembly and other industrial chain will give birth to great opportunities. Most of the OLED materials and LCD can not be common, so OLED upstream materials market opportunities greater. OLED upstream materials are mainly cathode, anode, transport layer materials, light-emitting layer materials, OLED upstream materials because of high technical barriers, market competition is small, high profit levels, the future of OLED upstream material profitability is expected to remain at a high level. Which transport layer material and light-emitting layer of material and LCD in the different materials, for the new, future opportunities more.
Domestic enterprises mainly for the international OLED material production enterprises to provide OLED organic materials intermediates and monomer crude, with the OLED panel demand outbreak, the domestic intermediates and monomer sales is expected to significantly increase. OLED intermediates industry, the key factors for product quality and R & D response speed, due to the higher technical threshold, the current competitive landscape is better, higher profit levels. The current leading enterprises are expected to follow the rise of the entire industry chain and continue to grow and develop.
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