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Company News >> LCD panel makers difficult to make money into AMOLED panel 21th,Nov,2017
                                               On May 13, 2016, Shen Tian Ma released "Announcement on Optimizing the Project of Production Line of Low-temperature Polycrystalline Silicon (LTPS) TFT-LCD and Color Filter (CF) of the 6th Generation of Wuhan Tianma, a wholly owned subsidiary," which shows that Wuhan Tianma Part of the G6 project's back-end production line has been optimized to become an AMOLED production line powered by LTPS. At present, Tianma has a 4.5 generation AMOLED pilot line built in 2010 and a 5.5 generation AMOLED production line invested by Shanghai Tianma Organic Light-emitting Display Technologies Co., Ltd. in 2013. This year, mass production shipments to ZTE handsets have started.
LCD panel makers difficult to make money into AMOLED panel
AMOLED drive substrate technology has a-Si, IGZO, LTPS three, including a-Si is less than 3.5 inches low-resolution AMOLED display driver substrate, mainly some of the 3.5 generations of the following production lines using a-Si technology for mass production ; In addition to the IGZO technology of the substrate in some small wearable device display has been applied, the technology is generally reserved for the test line is still continuous optimization, the future is expected to replace the a-Si technology and achieve large size LTPS is the mainstream technology of some new production lines represented by Samsung, which is by far the most mass-produced technology in high-resolution AMOLED panels.
Although AMOLED display technology has been developed for a long time, in 2007 there are related products to market. However, due to panel life, component aging is not synchronized and the large size of the high cost and other reasons, we can see the finished products in addition to Sony, LG's TV products, there are only some Samsung-based products for many small-size mobile phone products .
In fact, AMOLED in the early stages of development, many in the LCD era was hit by Korean companies can not find the North Japanese enterprises have seen it as a regain the market's life-saving straw, early indeed Japan's leading in this area. However, as Apple continually optimizes LTPS LCD display technology and unveils its new high-resolution LTPS TFT circuit design and driver compensation technologies in a disguised way to achieve its standardization of many of its core parameters in production line equipment and driver IC circuits, fast Pulled down the flat panel display technology on the dependence of materials and processes.
Apple's move, not only broke the original monopoly of the panel panel price monopoly, but also played down the Japanese enterprises in LCD flat-panel technology leading edge, and as technology matures and costs decline, making Japanese enterprises in the field of flat panel and other appliances section Retreat, no energy and money and then into the field of AMOLED up. And first, Apple's technology was used to transform the circuit design of Samsung. The low-cost LCD panel that provided the public board design in mainland China rapidly accumulated production capacity and market share to earn a full-fledged market. Subsequently, LG also started with the help of Apple Force rapid expansion, so that South Korea beyond Japan has become the leader in technological innovation. At the same time Samsung and the acquisition of the OLED april Kodak LG patent related companies have begun in the field of OLED, with reference to Apple LTPS LCD panel technology to optimize AMOLED backplane driver TFT circuit design, reduce AMOLED on the material and process technology re-leading Japanese companies to become the main AMOLED shipments.
As LTPS TFT circuit design matures in recent two years, the factors affecting the resolution of AMOLED have been basically solved. The progress of material technology and the photodiode compensation circuit of driver IC have been continuously improved, and the problem of asynchronous AMOLED device aging has also been slowed down Slow to be circumvented; rapid replacement of communications technology led to the same period of consumer electronics replacement shortened and the previous AMOLED drive technology matures AMOLED display made stable cycle becomes longer, but also for AMOLED display has more market applications Space; AMOLED structure simplification and manufacturing costs decline, the cost of AMOLED panel and LCD panel began to appear upside down. AMOLED relative to the LCD short board only the remaining life and color accuracy of the two obvious, the future with the cost of AMOLED driver IC to further reduce the price of the AMOLED module Will be lower than the price of the LCD module to gain more competitive advantage in the field of consumer electronics with unsurpassed service life and color accuracy, and the market share will also be further expanded.
On the other hand, as Apple moves more static professional display capabilities to its iPads and iMacs, it is time to adopt AMOLEDs on its iPhones and Apple is poised to include AMOLED screens for some iPhones around 2018. Samsung and Apple have a huge impact in the smartphone industry. Apple introduced the AMOLED screen, it is expected to optimize the AMOLED display technology related technologies will be the same as the current LTPS technology was quickly promoted by the industry, to ensure that Apple's supply chain to quickly reduce costs, and secondly, Apple can choose to provide more suppliers More opportunities to stabilize Apple's supply chain.
It is almost certain that Apple's cooperation with Samsung in the early days will ensure that Apple's iPhone will have sufficient capacity on the AMOLED screen, but this does not mean that Samsung's profitability in the AMOLED screen has been maintained for years. Earlier, Apple said that in the LCD era to optimize LTPS technology, and licensed to LG, JDI and Sharp use, the order is also assigned to the three panel companies. However, the LTPSLCD panel is not without its competitors. Using similar TFT circuit design of LTPS, the a-Si technology also achieves the HD and FHD specifications in terms of resolution, resulting in the price of LTPSLCD panels of the same specifications having been declining. However, operating conditions from the previous three, in addition to LG's operating conditions are good, JDI and Sharp did not because of Apple's suppliers, operating conditions have improved.
Founded in 2012, JDI, which combines Sony, Toshiba, and Hitachi display businesses, offers LTPSLCD panels and modules for Chinese handset manufacturers in addition to using LTPS technology to produce Apple's LCD panels. However, its latest results show that, as the global smart phone market tends to be saturated, the situation of JDI is getting harder and harder. JDI expects net loss for the fiscal year ending March 31 to reach 31.8 billion yen (about 1.908 billion yuan), compared with net loss of 12.3 billion yen (about 7.38 billion yuan) in FY14 Significantly expanded.

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