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>> Mobile phone manufacturers compete for screen resources OLED panel manufacturers to accelerate production 15th,Feb,2017
"Apple", which will be "Innovative", will be updated this year - enabling OLED screens, and the supply chain is moving, and the network is full of messages.
February 14, according to foreign media reports, Samsung's Samsung display company and Apple have signed a new agreement for the next generation iPhone additional supply of 60 million OLED panels, the value of 5 trillion won (about 4.35 billion US dollars).
However, "we have confirmed that Apple did not add orders, the current point of view, Apple's OLED screen demand this year, the total amount of about 80 million," Group Counseling Deputy General Manager Li Yachin told the 21st century economic reporter, "mainly because , Samsung, although in the expansion, but OLED production capacity is no way to upgrade too much in the short term, still can not meet so many needs.Ascribed to the production plan is difficult to change, not want to suddenly increase can increase.
In other words, Apple in 2016 to Samsung display order about 100 million OLED panel, there is no additional orders. Samsung China told reporters in the 21st century economic report, and did not receive the relevant information.
Even so, in the OLED screen (mainly AMOLED) continued popularization of the moment, Apple's entry into the domestic brands of OLED mobile phones, of course, bring competitive pressure. And let the manufacturers anxiety, is the shortage of the panel and Samsung in the OLED screen monopoly position.
Compete for screen resources
Relative to the large size OLED, small and medium size OLED in the yield, mass production are more mature. With a flexible, thin, high color gamut and other characteristics, OLED mobile phone display technology to become the first choice, has become the standard high-end mobile phone.
OLED screen in the use of mobile phone companies in the list, Samsung, OPPO, vivo, Huawei, millet, etc. already in the column. In the domestic high-end mobile phone, consumer upgrades, coincides with the tide of the price tide, OLED screen as a change in quality to change, popular sought after. And Apple and Samsung's movements also affect the distribution of supply patterns.
Despite the additional order rumors, but as early as last October, Sharp President Dai Zheng Wu has confirmed to the media, the next generation iPhone will use OLED display. He also said: "iPhone has evolved, it will switch from the LTPS panel OLED panel.I do not know Apple's OLEDiPhone can be a great success, if Apple does not change the road, do not change their own, the future will lose innovation. Crisis, but also a chance. "
OFweek industry research center senior analyst Zhang Zhihua told reporters: "From the current OLED panel manufacturers progress, Apple's new models OLED screen this year, the probability of a single by the Samsung display company supply. Exclusive supply has always been Apple's style, LG, Sharp, JDI and even the mainland OLED panel manufacturers are likely to be included in its supplier evaluation system. ".............
But now, Samsung is still the strongest supplier of small and medium size OLED panels. Domestic OPPO, vivo OLED screen is also provided by Samsung, Apple to join, the screen resources for more and more intense competition.
Couplpoint senior analyst Yan Zhan Meng told the 21st century economic report reporter: "Even if OPPO, vivo face Samsung off screen, I think they can find a similar alternative, such as IPS screen instead of OLED screen. Samsung to Apple will be on the OPPO and But they will have another strategy, is to raise sales to advance stocking this year they set a sales target of about 150 million units, sales data is expected to be a bit high, but also want to occupy the supply in advance "
He also said, "Huawei and millet in general without Samsung's screen, or can not get because the millet phone mainly with the LG production screen, Huawei has a model is to use Samsung, not the mainstream model, Samsung will not be willing Supply the OLED screen to Huawei. "
In other words, for Huawei, a strong opponent, Samsung or will not give support for supply. According to the reporter to understand, Huawei and millet OLED screen from the domestic manufacturers and glow electricity and BOE.
According to OFweek statistics, 2016 all smart phones in the proportion of OLED mobile phone is 19.8%, is expected in 2017 this proportion will rise to 24.3%, or even higher. These products mainly from Samsung and domestic OPPO, vivo, Huawei, ZTE and other brands.
Capacity competition
For panel manufacturers, capacity is still a big problem. Yan Zhan Meng told the 21st century economic report reporter: "Whether Japan or South Korea or domestic brands, small and medium size OLED output contrast Samsung is a big gap, in addition to Samsung, the other manufacturers are still unable to guarantee high quality, stable, large supply. "
Even the Samsung, also a large investment in OLED production line, in addition to the panel production line, and the display panel with the soft circuit board (FPCB) company also increased investment last year, according to ETNews reported that Samsung Motor plans to invest in Vietnam FPCB factory At least 100 billion won (about 82.96 million US dollars) for production line expansion, production for the next Apple iPhone mobile phone hard and soft composite board (Rigid-flexboard).
Zhang Zhihua told reporters, according to OFweek statistics, 2016 global small and medium size OLED shipments of 482 million, of which more than 90% from the Samsung display company. In 2017, Samsung OLED panel shipments target from 2016 to 400 million to 550 million. At the same time, with the domestic OLED manufacturers such as BOE, Weixin Connaught, and hints, Tianma and other manufacturers of technology and technology to enhance, will further increase the OLED panel shipments, is expected in 2017 small and medium size OLED panel shipments can reach 6 More than 100 million.
Whether the Korean enterprises, Japanese enterprises or China's panel business, are accelerating the production of OLED.
Japan's display company (JDI) will invest 50 billion yen, plans in the spring of 2017 in the Maoming plant to establish 6-generation OLED panel production line, is expected to 2018 per month can produce 5 million OLED screen; Sharp is Hon Hai after the acquisition, announced investment 200 billion yen to build OLED panel production line, and strive to ship in 2019.
Domestic manufacturers, the BOE plans to invest 24.5 billion yuan to produce small and medium size flexible AMOLED panel, is expected to mass production in 2018; Pegasus has also started to Tianma Wuhan 6 generation LTPS (low temperature polysilicon) TFT-LCD (LCD) panel production line, optimized for With the LTPS-driven substrate AMOLED (organic light-emitting diode) panel production line, production time is expected in 2018; Recently, Huaxing Optoelectronics in Wuhan, China's first 6th generation LTPS (low temperature polysilicon) small and medium size display panel production line to complete trial production.
Small and medium size OLED market this year will be dominated by Samsung, and by 2018, OLED market, the strength of the players will increase rapidly. But in Yan Zhan Meng seems next year will increase the supply, but the capacity of climbing also takes time, not a large number of listed, is expected in 2019, 2020, the production capacity will be greatly improved.
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