The hottest iphone8 has no OLED full screen iPho

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What is the OLED industry chain behind the iPhone x? For this year's market, the hottest words are undoubtedly "price increase", "full screen", "OLED" and "wireless charging". Now it is the peak period for the release of flagship machines, and the new products of mainstream manufacturers can not bypass the word "comprehensive screen". It seems that "the flagship has a comprehensive screen for thousands of machines in a spring night"

as the component with the highest cost, the screen is undoubtedly the focus of intelligent innovation. The screen material has developed from a-Si to ltpslcd and OLED. The touch control scheme has developed from plug-in to embedded, and the size has changed from 3 inches to 4 inches to 5.5 inches or more

the era of full screen starts

full screen refers to the design of ultra narrow frame with TP screen accounting for more than 90%

as early as 2013, sharp released the high screen ratio of 17:9, which is the world's first narrow edge comprehensive screen. However, due to its insufficient brand influence and technical development trend, this one was born at the wrong time, so the concept of comprehensive screen has not become popular

it is Xiaomi that really makes the screen popular. On october25,2016, Xiaomi launched the "full screen" design of Xiaomi's trapezoidal array mix of two main light bars, which caused a great sensation. It is consistent with sharp's concept - in the same case, the maximum load is considered as the breaking load size, try to increase the area of the complete screen to provide the best visual experience and interactive experience

some organizations expect that the penetration rate of the full screen smartphone market will be 6% in 2017. Affected by the dividends of apple, Samsung, Huawei and other companies adopting the full screen, the penetration rate will soar to 50% in 2018, 70% in 2019 and 93% in 2021

opportunities and challenges coexist

at present, the comprehensive screen faces corresponding technical challenges in structural design, camera, earpiece, antenna design, software UI, fingerprint identification, process design, optical distance sensor, etc., while the design of comprehensive screen glass, miniaturization of camera, earpiece, and the evolution of new fingerprint chips with the comprehensive screen will also lead to changes in the entire industrial chain

panel factories have the advantage of having OLED, igzo, incell and oncell panel resources, but each panel factory has different plans for process control. Not all panel manufacturers have panel three sections. The Beijing Ministry of Agriculture held a national summary and exchange meeting on the utilization of controllable fully biodegradable plastic film farmland, and the outsourcing mode of the latter section still exists. As the full screen application in 2018 focuses on OLED, LTPS, igzo and other screen resources, module manufacturers have the advantage that they can flexibly integrate various panel resources according to downstream needs, and integrate the design requirements of front camera and fingerprint identification module to provide one-stop services. Therefore, the panel factory and the module factory have their own advantages, and the dominance of the full screen processing stage is still in the game

is the full screen and OLED a natural match

although there is no inevitable relationship between full screen and OLED, OLED will also show a rapid growth trend with the opening of the era of full screen. Because OLED is the most ideal implementation platform for full screen technology:

-- OLED is self luminous, so there is no need to worry about light leakage in BM (covering light leakage) area, and it can further reduce the assembly reserved tolerance, thus further narrowing the BM area

-- the lower terminal area of the flexible OLED screen is short, which is easy to realize the narrow frame design

-- the mechanical stress of flexible base plate is very small, the difficulty of special-shaped cutting is small, the speed is fast, and the yield is high. Compared with lcdoled, it has natural advantages in special-shaped cutting

at present, Samsung controls 95% of the world's small-scale OLED production capacity. JDI, LG, BOE, shentianma and other panel factories have laid out OLED generation 6 lines one after another. It is expected that large-scale production will be reached in 2018 and 2019. Samsung has reached the shipment target of 400million OLED panels in 2016, and the production target of 550million OLED panels in 2017, with an increase of 37%, of which 56% will be for self use

with the gradual maturity of OLED technology of BOE, Tianma and other panel manufacturers, the market share of OLED in the overall screen field will show a steady upward trend

then, what will be the fate of LTPS LCD and a-Si LCD in the era of full screen

the positive answer is that LTPS LCD and a-Si LCD benefit less than OLED in turn. Although the display market is still dominated by LCD, the proportion of OLED is increasing year by year. There is a trend of constantly squeezing LCD to build four world-class refining and chemical bases in Maozhan and other regions with advanced technology, international competitiveness and representing national image brands, especially AMOLED. This is due to its own performance. OLED is obviously due to LCD; In terms of narrow frame capability, a-Si LCD material is far inferior to LTPS LCD

oled and display industry

oled (organic light emitting diode), also known as organic light emitting semiconductor and electromechanical laser display, was discovered in the laboratory by Chinese American professor dengqingyun in 1983. OLED products have many application fields. At present, the most influential ones are OLED display industry and lighting industry. The story between OLED and display industry is described in detail below

oleds can be divided into passive drive (PMOLED) and active drive (AMOLED)

pmoled has a simple structure. The driving apparent current determines the gray scale. The resolution and image quality performance of PMOLED applied to Small-size products are fairly good. However, if it is developed to large-size products, it may increase the power consumption and reduce the service life. PMOLED is easy to manufacture, but its power consumption is larger than other types of OLEDs, but it is still smaller than LCD. This is mainly because it requires external circuits. It is mainly used in lighting, monochrome, multi-color and full-color displays below 8 inches. The target market is vehicle audio display, PDA, game console and other audio or multi-color small and medium-sized displays, trying to seize the existing market of TN/STN

the active current rectification is better than the passive mode, and AMOLED is not easy to generate leakage. At the same time, when using the low-temperature polysilicon TFT technology, the current can generate a small TFT with low impedance, which meets the requirements of large-size and large screen OLED displays. It is used in the field of full-color display over 8 inches and mobile display (flat panel, etc.). The advantages of AMOLED are beyond the reach of traditional LCD

the world's first OLED product was launched in 1997. SamSung of South Korea invested a lot of money to establish AMOLED production line in 2007. At the same time, LG also began to get involved in this field. According to statistics, there are more than 130 OLED manufacturers in the world. Although there are many manufacturers involved, the cutting-edge core technology is still in the hands of developed countries, especially in the area of flexible OLEDs

in the era of full screen, who will benefit from the OLED industry chain?

in the era of full screen, OLED is the biggest beneficiary. Of course, it can also be said that the full screen is the beneficiary of the OLED era

the acceleration of OLED industrialization and the rapid growth of terminal demand will drive the rapid expansion of the entire industrial chain, including upstream raw materials and production equipment, midstream panel manufacturing and module assembly, and downstream display application fields (intelligence, consumer electronics, automotive electronics, intelligent wearables, etc.)


oled upstream materials mainly include cathode, anode, transport layer materials and light-emitting layer materials. Among them, the materials of the transmission layer and the light-emitting layer are different from those in the LCD and belong to the new increment. As a field with high technical barriers, upstream materials are mainly monopolized by European, American, Japanese and Korean manufacturers. Taking small molecule luminescent materials as an example, Japanese and Korean manufacturers account for about 80% of the market share. Chinese material manufacturers mainly produce intermediates and monomer crude products of OLED materials

in terms of materials, there will be market dividends:

in terms of production equipment, Japanese manufacturers Tokki and ULVAC are absolutely leading in the field of evaporation equipment, while American 3M, Seiko, suss and other companies have obvious advantages in development and testing equipment. For example, Canon can only provide 9 sets of evaporation equipment, which is very important in the manufacturing process of OLED, while Samsung takes charge of 4 sets


the global OLED production capacity is basically concentrated in South Korea, Japan, China and Taiwan, and Chinese manufacturers have the most investment in OLEDs and new production lines. After all the production lines from 2019 to 2020 reach production capacity, there will be 11 production lines above generation 5.5 in South Korea, 3 in Japan, 5 in Taiwan, and 15 in China. Since 2016, BOE, shentianma, Guoxian optoelectronics, Xinli optoelectronics and other enterprises have accelerated the layout of OLED panel production lines

according to the prediction of wits view, the OLED capacity share of Korean panel factories will decline from 95% in 2016 to 76% in 2018. With the advantage of abundant funds, Chinese panel manufacturers are expected to increase the capacity share from 4% to 19%. There is huge room for capacity expansion

therefore, China is expected to change the monopoly position of South Korea and Japan in the panel, and it is also an opportunity for domestic upstream raw materials and equipment manufacturers


in addition to intelligence, OLEDs still have great growth potential in television, automobile and aerospace, wearable devices and industrial applications

in summary, upstream raw materials and production equipment will benefit first in the short term, with the highest degree of benefit; The midstream panel manufacturing capacity will continue to be released, and in this process, China's market share will gradually increase, which is a big blow to the Korean system; OLED industry will be continuously promoted by downstream diversified applications. The two complement each other and promote each other

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