OLED TVs have entered everyone's "menu" for three to four years. However, as the main course of the next generation of display, OLED has always been "supply shortage", and even consumers feel that OLED TVs continue to lose the chain, and some do not fly. However, this year's OLED industry is changing, because "change" is really happening.
OLED investment, investment, reinvestment!
Entering 2017, the international OLED color TV camp further expands, Sony, Panasonic, Toshiba Japanese giants finally "joined" in. In this regard, industry analysis believes that this is the "death obituary" of the "LCD ceiling" in the color TV industry. The Japanese giants blessed OLEDs, fully demonstrating the industry-leading nature of this technology.
However, for the only upstream company in the OLED color TV industry, LGD’s most concerned issues are not “how many people†support OLED display, but “absolutely insufficient resourcesâ€.
According to public reports, at present, LGD has at least four projects related to OLED mass production, including at least E4 line expansion, E5/E6 new construction, and P10 plant construction. E4 is currently the main supply line for OLED color TV panels. LG plans to expand its glass substrate launch to achieve 1.8 million TV panel production in 2017. In 2016, LG supplied a total of 900,000 TV panels. LG also plans to provide up to 2.5 million OLED color TV panels in 2018 for the E4. The steady increase in the supply of OLED TV panels is the prerequisite for the Japanese giants to join the OLED industry.
LGD's E5 and E6 lines face small and medium size fields. Among them, the E6 plant using Japanese matured equipment is considered to be mainly supplied to high-end international customers such as Apple; the E5 plant will use the equipment of South Korean equipment manufacturers for the first time. It is expected that the early-run-in period will be longer, and the main customer target is China. Mobile phone brands.
LGD's P10 plant is the "future factory." The current progress is the order of equipment that has already been released to the TFT stage - this also determines that its glass substrate size will be the 10th generation line. However, whether the late-stage device is on LCD or OLED is still in the "undefined period." Analysts believe that this shows that P10's goal is to choose between mature LCD and advanced OLED printing, and LG itself is more inclined to the latter. After all, OLED is the mainstream of the future display market. Once the P10 plant's OLED equipment orders are confirmed, the plant is eager to substantially increase the supply capacity of LG's global large-size OLED TV panels.
The above is a summary of LG's investment in the OLED industry. This situation is ubiquitous in the global display industry. For example, the domestic display panel giant BOE, in 2016 successfully trial production of large-scale color TV OLED panel steaming process, while the additional production capacity investment in Ordos OLED line, full sprint of Chengdu 6th generation line has recently lighted, Mianyang 6 generations The line is also stepping up construction, and Hefei's printing demonstration line is also sprinting. Among them, the Chengdu 6th generation line, which was recently lit up, can provide an annual output of OLED flexible display screen equivalent to 100 million mobile phones.
In fact, the counterparts in the panel industry have already actively shifted their production capacity to OLED. A large number of companies, including China Star Optoelectronics, Samsung, AUO, Sharp USA, Joled, Shen Tianma, Xinli, Black Bull Food, and Rouyu, have continued to increase OLED investment. The huge scale of its investment exceeds any stage of human display technology.
Two Hot Spots, Deciding that OLEDs Are Types of "Internal Heat" For the color TV industry, OLED's unprecedented investment scale will naturally not be ignored. So the Japanese giants quickly "get on the train." However, this does not change the market reality that consumers have “heard and see less†on OLED TVs.
Looking at the supply target of 2.5 million color TV panels for LGD in 2018, it will only cover the global TV market with less than 1.2% of demand. This proportion is very small. Or the vast majority of consumers do not buy OLED TVs in the short term. This formed the OLED industry is hot again, but also the "circle" hot structure. This flame has not been burned to the consumer's end. Even the Apple mobile phones that are preparing to use a large number of OLED screens this year have appeared to be "off class." Because of insufficient supply of the market panel, mass production has to be postponed.
Then "under heavy investment," why OLED products "still hold partly concealed"? The answer lies in three aspects:
First, current OLED investment in the industry is not a product under the long-term plan. More investment is to respond to Apple's sudden shift to OLED, the formation of market demand and cognitive changes, and the emergency development of the investment. For example, the Shenzhen Tianma Wuhan 6th Generation Line, originally a lcd product, was re-adjusted in half of its construction; the 6th generation of Chengdu BOE Line also experienced adjustments from rigid screens to flexible screens and accelerated construction; Huaxing Optoelectronics Wuhan 6th Generation Line 2 The project caught up with liquid crystal to OLED in the planning stage.
For LG, the only supplier in the OLED TV industry, the market investment in small and medium-sized screens represented by handsets broke out and disrupted the planning of prioritizing the layout of large-size color TV panels. The investment in E5/E6 two small and medium size cables must be urgently increased. This has affected the rapid development of the OLED color TV industry. The same problem also appeared in BOE.
Secondly, the current large-scale investment in OLEDs is mainly aimed at "supplying" small and medium-sized panels with more mature technologies. That is, although the scale of investment in the OLED industry is very large, only LG is the only one that really invests in large-size products. The enterprises in the industry place more emphasis on small- and medium-size markets represented by mobile phones. In this respect, the oledization of Apple's mobile phones is a decisive factor.
For small and medium sized OLED panel lines, panel companies have at least three positives: 1. Apple takes the lead in application, market demand is positive and clear; 2. Product and technology maturity is high, yield is good and clear; 3. Monomer production line investment scale is smaller than large size line , But the output of the unit display panel area is higher than the large size line. These three factors determine that when the market is in short supply of small-size OLEDs, the priority investment in small and medium size is the best choice. Third, OLED panel technology is developing itself, and the “printing room†for inkjet printing is likely to mature. For the two processes of steaming and inkjet printing, the availability gap between the two is not large on the small size; however, the theoretical advantages of inkjet printing in terms of three primary colors, cost, and yield are extremely large.
This makes it possible to invest in small and medium-sized OLED panels without paying too much attention to the maturity of printing technology. Especially in the background of the advantage of steam distillation technology in terms of PPI index, the progress rate of inkjet printing technology can not decisively affect the investment of small and medium sized OLED lines. However, in the large-size panel for color TVs, there is basically consensus in the industry that once inkjet printing is successful, large-size color TV OLED panels will not have any share in transpiration technology. This makes, under the background of rapid development of inkjet printing technology, the construction of large-size OLED lines must be stopped first, waiting for the conclusion of the engineering experiment of printing OLED.
From a global perspective, JOLED has basically achieved mass production of medium-size printed OLEDs; Huaxing Optoelectronics and BOE have already established a print display test line; in 2017, Samsung will also do production demonstrations of OLED production for the 6th-generation line, and LG plans to do more than 8.5 generations. In the demonstration construction of the printing line, Huaxing Optoelectronics has planned large-scale printing OLED production capacity in the latest 11th generation line. Among them, the Hefei OLED printing platform technology test center project invested and invested by BOE is planned to be lighted in the fourth quarter of 2018. According to the current planning, the trial production process can meet the 55-inch TV screen.
It is precisely this kind of printing OLED's "snapping on the strings" situation, making LG's P10 plant in the background of the signing of TFT equipment orders, is still not saying what the future of the product in the end! In summary, there are three characteristics of the OLED display industry: 1. The production capacity of small and medium size at least equivalent to 8-10 million mobile phones is under construction, and the market supply will double in the future; 2. The inkjet printing process will basically meet this year. The “final conclusion†is drawn. From the whole industry, there is no problem in the confidence of printing. The current work is the final verification of each panel factory; 3. The technological progress speed of inkjet printing technology and the supply level of upstream printing machinery, The "growth energy" of OLED large-size panel production lines will be decided. On the whole, small and medium size investment and inkjet printing technology constitute the real industrial hotspot of OLED. And these two do not directly affect the final product, which makes consumers feel that the hot OLED is "internal heat."
OLED can also be "luxury" for a few years In the OLED investment is basically still in the "construction period" background, OLED products, whether it is mobile phones or television are luxury. However, this situation may not last long.
From the small and medium size panels, this round of construction has been started, the next 12-24 months is the key harvest. The market breakout is only at the last moment before "dawn." And this market explosion is not a matter of one line or two. Large factories such as LG and BOE are all in the same pace. Under this scale expansion, OLEDization of mobile phones and other products will be very rapid.
From the perspective of large-size panels, the future of OLED TVs depends on the maturity of the printing process. In 2017, the final verification of the printing process can be completed. The thing that followed was the large-scale construction and mass production. The first large-scale printing line is likely to be the LG P10 factory. Once the industry considers this process route "definite", its investment strength will not be weaker than the current small and medium sized OLED panel lines.
That is, the development of OLED production capacity will have "explosiveness." This is mainly determined by the following factors: First, the technology of OLED and LCD in the TFT stage is common, which makes the investment of OLED actually a problem of steaming or printing process. With the LCD's productivity, technology, and maturity on TFT products, OLEDs should be able to outperform. Secondly, the display panel industry giant has already formed a pattern. The competition between giants and giants makes OLED's capacity planning a generous one. This is in stark contrast to the accumulation of natural growth in the initial stage of LCD industry. Third, OLED is considered as a next-generation technology. The market's latecomers believe that this is an opportunity to overtake the curve. The start-up companies think this is an opportunity to widen the gap and the degree of competition is unprecedented. Fourth, in the inkjet printing process, OLEDs and QLEDs are also interconnected. This makes it possible, if it lags behind in inkjet printing, that it will continue to lag behind for more than a decade. Manufacturers are sure to bet on one - Even though large-size OLEDs are now conservatively invested, once the technology roadmap is established, vendors will be like tigers.
Therefore, a basic industry judgment is that the next three years will be the explosion of small and medium size OLEDs; then the next three years will enter the explosion of large-size OLEDs. The swift and violent development of the entire industry will surpass any conclusion drawn from the reversal of historical similar technology.
In other words, today's so-called OLED "thunder and rain" drop chain, but before the last jump off the "belly" process. In the future, OLED will use the most beautiful and amazing jump to let the world recognize the dazzling energy that a highly mature and giant display industry can instantly generate.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
OLED investment, investment, reinvestment!
Entering 2017, the international OLED color TV camp further expands, Sony, Panasonic, Toshiba Japanese giants finally "joined" in. In this regard, industry analysis believes that this is the "death obituary" of the "LCD ceiling" in the color TV industry. The Japanese giants blessed OLEDs, fully demonstrating the industry-leading nature of this technology.
According to public reports, at present, LGD has at least four projects related to OLED mass production, including at least E4 line expansion, E5/E6 new construction, and P10 plant construction. E4 is currently the main supply line for OLED color TV panels. LG plans to expand its glass substrate launch to achieve 1.8 million TV panel production in 2017. In 2016, LG supplied a total of 900,000 TV panels. LG also plans to provide up to 2.5 million OLED color TV panels in 2018 for the E4. The steady increase in the supply of OLED TV panels is the prerequisite for the Japanese giants to join the OLED industry.
LGD's E5 and E6 lines face small and medium size fields. Among them, the E6 plant using Japanese matured equipment is considered to be mainly supplied to high-end international customers such as Apple; the E5 plant will use the equipment of South Korean equipment manufacturers for the first time. It is expected that the early-run-in period will be longer, and the main customer target is China. Mobile phone brands.
LGD's P10 plant is the "future factory." The current progress is the order of equipment that has already been released to the TFT stage - this also determines that its glass substrate size will be the 10th generation line. However, whether the late-stage device is on LCD or OLED is still in the "undefined period." Analysts believe that this shows that P10's goal is to choose between mature LCD and advanced OLED printing, and LG itself is more inclined to the latter. After all, OLED is the mainstream of the future display market. Once the P10 plant's OLED equipment orders are confirmed, the plant is eager to substantially increase the supply capacity of LG's global large-size OLED TV panels.
The above is a summary of LG's investment in the OLED industry. This situation is ubiquitous in the global display industry. For example, the domestic display panel giant BOE, in 2016 successfully trial production of large-scale color TV OLED panel steaming process, while the additional production capacity investment in Ordos OLED line, full sprint of Chengdu 6th generation line has recently lighted, Mianyang 6 generations The line is also stepping up construction, and Hefei's printing demonstration line is also sprinting. Among them, the Chengdu 6th generation line, which was recently lit up, can provide an annual output of OLED flexible display screen equivalent to 100 million mobile phones.
In fact, the counterparts in the panel industry have already actively shifted their production capacity to OLED. A large number of companies, including China Star Optoelectronics, Samsung, AUO, Sharp USA, Joled, Shen Tianma, Xinli, Black Bull Food, and Rouyu, have continued to increase OLED investment. The huge scale of its investment exceeds any stage of human display technology.
Two Hot Spots, Deciding that OLEDs Are Types of "Internal Heat" For the color TV industry, OLED's unprecedented investment scale will naturally not be ignored. So the Japanese giants quickly "get on the train." However, this does not change the market reality that consumers have “heard and see less†on OLED TVs.
Looking at the supply target of 2.5 million color TV panels for LGD in 2018, it will only cover the global TV market with less than 1.2% of demand. This proportion is very small. Or the vast majority of consumers do not buy OLED TVs in the short term. This formed the OLED industry is hot again, but also the "circle" hot structure. This flame has not been burned to the consumer's end. Even the Apple mobile phones that are preparing to use a large number of OLED screens this year have appeared to be "off class." Because of insufficient supply of the market panel, mass production has to be postponed.
Then "under heavy investment," why OLED products "still hold partly concealed"? The answer lies in three aspects:
First, current OLED investment in the industry is not a product under the long-term plan. More investment is to respond to Apple's sudden shift to OLED, the formation of market demand and cognitive changes, and the emergency development of the investment. For example, the Shenzhen Tianma Wuhan 6th Generation Line, originally a lcd product, was re-adjusted in half of its construction; the 6th generation of Chengdu BOE Line also experienced adjustments from rigid screens to flexible screens and accelerated construction; Huaxing Optoelectronics Wuhan 6th Generation Line 2 The project caught up with liquid crystal to OLED in the planning stage.
For LG, the only supplier in the OLED TV industry, the market investment in small and medium-sized screens represented by handsets broke out and disrupted the planning of prioritizing the layout of large-size color TV panels. The investment in E5/E6 two small and medium size cables must be urgently increased. This has affected the rapid development of the OLED color TV industry. The same problem also appeared in BOE.
Secondly, the current large-scale investment in OLEDs is mainly aimed at "supplying" small and medium-sized panels with more mature technologies. That is, although the scale of investment in the OLED industry is very large, only LG is the only one that really invests in large-size products. The enterprises in the industry place more emphasis on small- and medium-size markets represented by mobile phones. In this respect, the oledization of Apple's mobile phones is a decisive factor.
For small and medium sized OLED panel lines, panel companies have at least three positives: 1. Apple takes the lead in application, market demand is positive and clear; 2. Product and technology maturity is high, yield is good and clear; 3. Monomer production line investment scale is smaller than large size line , But the output of the unit display panel area is higher than the large size line. These three factors determine that when the market is in short supply of small-size OLEDs, the priority investment in small and medium size is the best choice. Third, OLED panel technology is developing itself, and the “printing room†for inkjet printing is likely to mature. For the two processes of steaming and inkjet printing, the availability gap between the two is not large on the small size; however, the theoretical advantages of inkjet printing in terms of three primary colors, cost, and yield are extremely large.
This makes it possible to invest in small and medium-sized OLED panels without paying too much attention to the maturity of printing technology. Especially in the background of the advantage of steam distillation technology in terms of PPI index, the progress rate of inkjet printing technology can not decisively affect the investment of small and medium sized OLED lines. However, in the large-size panel for color TVs, there is basically consensus in the industry that once inkjet printing is successful, large-size color TV OLED panels will not have any share in transpiration technology. This makes, under the background of rapid development of inkjet printing technology, the construction of large-size OLED lines must be stopped first, waiting for the conclusion of the engineering experiment of printing OLED.
From a global perspective, JOLED has basically achieved mass production of medium-size printed OLEDs; Huaxing Optoelectronics and BOE have already established a print display test line; in 2017, Samsung will also do production demonstrations of OLED production for the 6th-generation line, and LG plans to do more than 8.5 generations. In the demonstration construction of the printing line, Huaxing Optoelectronics has planned large-scale printing OLED production capacity in the latest 11th generation line. Among them, the Hefei OLED printing platform technology test center project invested and invested by BOE is planned to be lighted in the fourth quarter of 2018. According to the current planning, the trial production process can meet the 55-inch TV screen.
It is precisely this kind of printing OLED's "snapping on the strings" situation, making LG's P10 plant in the background of the signing of TFT equipment orders, is still not saying what the future of the product in the end! In summary, there are three characteristics of the OLED display industry: 1. The production capacity of small and medium size at least equivalent to 8-10 million mobile phones is under construction, and the market supply will double in the future; 2. The inkjet printing process will basically meet this year. The “final conclusion†is drawn. From the whole industry, there is no problem in the confidence of printing. The current work is the final verification of each panel factory; 3. The technological progress speed of inkjet printing technology and the supply level of upstream printing machinery, The "growth energy" of OLED large-size panel production lines will be decided. On the whole, small and medium size investment and inkjet printing technology constitute the real industrial hotspot of OLED. And these two do not directly affect the final product, which makes consumers feel that the hot OLED is "internal heat."
OLED can also be "luxury" for a few years In the OLED investment is basically still in the "construction period" background, OLED products, whether it is mobile phones or television are luxury. However, this situation may not last long.
From the small and medium size panels, this round of construction has been started, the next 12-24 months is the key harvest. The market breakout is only at the last moment before "dawn." And this market explosion is not a matter of one line or two. Large factories such as LG and BOE are all in the same pace. Under this scale expansion, OLEDization of mobile phones and other products will be very rapid.
From the perspective of large-size panels, the future of OLED TVs depends on the maturity of the printing process. In 2017, the final verification of the printing process can be completed. The thing that followed was the large-scale construction and mass production. The first large-scale printing line is likely to be the LG P10 factory. Once the industry considers this process route "definite", its investment strength will not be weaker than the current small and medium sized OLED panel lines.
That is, the development of OLED production capacity will have "explosiveness." This is mainly determined by the following factors: First, the technology of OLED and LCD in the TFT stage is common, which makes the investment of OLED actually a problem of steaming or printing process. With the LCD's productivity, technology, and maturity on TFT products, OLEDs should be able to outperform. Secondly, the display panel industry giant has already formed a pattern. The competition between giants and giants makes OLED's capacity planning a generous one. This is in stark contrast to the accumulation of natural growth in the initial stage of LCD industry. Third, OLED is considered as a next-generation technology. The market's latecomers believe that this is an opportunity to overtake the curve. The start-up companies think this is an opportunity to widen the gap and the degree of competition is unprecedented. Fourth, in the inkjet printing process, OLEDs and QLEDs are also interconnected. This makes it possible, if it lags behind in inkjet printing, that it will continue to lag behind for more than a decade. Manufacturers are sure to bet on one - Even though large-size OLEDs are now conservatively invested, once the technology roadmap is established, vendors will be like tigers.
Therefore, a basic industry judgment is that the next three years will be the explosion of small and medium size OLEDs; then the next three years will enter the explosion of large-size OLEDs. The swift and violent development of the entire industry will surpass any conclusion drawn from the reversal of historical similar technology.
In other words, today's so-called OLED "thunder and rain" drop chain, but before the last jump off the "belly" process. In the future, OLED will use the most beautiful and amazing jump to let the world recognize the dazzling energy that a highly mature and giant display industry can instantly generate.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
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