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Company News >> Expansion of BOE, Hehui Optoelectronics and other accelerated OLED panel process 14th,March,2019
                                           According to reports, Apple and Samsung's display panel manufacturer SamsungDisplay signed a two-year, $9 billion small-size OLED panel supply agreement, SamsungDisplay will supply Apple with 70 million to 92 million small sizes this year, Apple leads The continuous innovation of the mobile phone industry will drive other mobile phone manufacturers to accelerate the rapid penetration of small-size OLED panels.

Domestic BOE, Huaxing Optoelectronics, Guoxian Optoelectronics, Hehui Optoelectronics and other manufacturers have launched OLED panel production line construction plans, of which BOE has the fastest development, its latest 6-generation Chengdu production line is expected to start production in 2017, and domestic production capacity will enter fast in 2018. Release period.

The panel production lines have been put into production one after another, and the import substitution process of domestic equipment has accelerated. In the context of overseas leading companies showing that OLED display expansion and equipment supply and demand are in short-term tension, on the one hand, flat panel display industry automation development trend, equipment continues to upgrade; on the other hand, mainland display leading enterprises will experience a round for several years. High-end display production line construction and construction of the golden cycle, domestic equipment import substitution demand is urgent and large.

The rapid development of OLED will drive the rapid expansion of the entire OLED industry chain, including manufacturing equipment, materials, assembly and other industrial chains will give birth to huge opportunities. Apple's adoption of OLED screens and the BOE OLED production line is expected to catalyze OLED investment in mid-2017. Industrial Securities advises investors to actively pay attention to the relevant income targets of the industry chain. Upstream raw materials and equipment: Fine Measurement Electronics, Wanrun Shares; midstream supporting components: Zhongying Electronics; downstream panel companies: BOE, Shenzhen Tianma, Black Cattle Food.

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