This year's Frankfurt lighting fair, OLED as a new type of light source has attracted the world attention. However, OLED technology application in the field of display panel is more mature.

OLED, say again "Organic laser display" (Organic Light - Emitting Diode) technology, it relies on the self-luminous, high contrast, thin thickness, wide Angle, fast response speed, can be used for deflection panel, use the advantages of wide temperature range, is widely used in the intelligent mobile phone and television, is also thought to be the next generation of emerging application of flat panel display technology.

To seize market opportunities, LG Display, both at home and abroad manufacturers such as samsung, Beijing Oriental intervened, further promote the OLED industry rapid development. OLED display applications caused by boom that will impact the market structure with original LED panel?

The rise of OLED display panel

Recently, the apple company will update the iPhone in 2017, the OLED screen is introduced in the planned this screen using the device and the MacBook on the two models. It is reported, the samsung group or has struck a deal with apple, get exclusive supply iPhone OLED screen in 2017, and are willing to offer the market a lot of OLED screens, which will drive the OLED technology in the broad application of apple's products.

The personage inside course of study thinks, as the smartphone industry leader, once the company in the next generation of products using the new screen, will encourage OLED market explosive growth.

2015 years later, OLED from about 5 inches of the small size panel market began to rapidly expand market share. At that time, samsung began to actively monitor intelligent mobile phone manufacturers supply OLED panel in China, the aim of higher order intelligent mobile phone market, expand the flagship model with the proportion of OLED.

It is understood that in 2015 listed on the OLED phone has 10, among them, the OPPO, Vivo, meizu, gionee, huawei, lenovo and other manufacturers are using OLED panel, further promoted the domestic manufacturers of OLED industry layout.

Market Research agencies UBI Research, according to a report in the next few years, smartphone manufacturers on the market will adopt flexible OLED panel, a large number of OLED panel size of the market in 2016 is expected to reach $15 billion, rose by more than 40%; Shipments will reach 270 million units, compared with the same period last year increased by 16%. The size of the market by the end of 2020, OLED is expected to reach $67 billion, compound annual growth rate will be above 45%.

Due to technical progress, OLED screen in gradually overcome the low yield, short service life and cost is high, product line start from small panel extends to the big panel. At the end of 2015, LG Display has larger OLED TV panels, mass production will be an additional investment this year. And produce only small size of the OLED samsung monitors, 2016 May decide to carry out the size of OLED panel production equipment investment.

In addition to the two giants samsung and LG, domestic campaign konka, changhong, haier, and other enterprises promotes the OLED organic TV new product followed suit.

According to the dimension of cloud network (AVC), according to data from the OLED TV growth rate will reach 225% in 2016, it can be seen that OLED TV to revitalize the weak market with a strong role in promoting. As more companies to join and complete industry chain layout, OLED spread faster.

At home and abroad enterprises to actively layout

Under the resonance between supply and demand, OLED for popularize the inflection point, use the OLED screen will strengthen intelligent terminal manufacturers, panel manufacturers at home and abroad to actively layout, hope to take more share in the era of OLED.

On November 26, 2015, LG Display board meeting, decided to invest 1.84 trillion won, P10 factory is established. P10 factory mainly manufacture OLED panel, total investment is expected to more than 10 million won, after the completion will be the world's largest production line mainly produces OLED panel.

On February 23, south Korean media ETNews reported that samsung will hit $2.4 billion to develop large OLED panel, consider combining CVD (vacuum deposition) and inkjet printing to mix two technologies for production, improve the yield of OLED, catch LGD business larger OLED panel.

On March 4, south Korean website Business Chesapeake reported that samsung to spend 400 billion won (RMB 2.2 billion) loyal sweeping OLED production line for the expansion, the future of the plant capacity will increase from 15000 pieces of glass motherboard monthly to 15000 pieces.

OLED industry hot, also prompted the mainland manufacturers, boe, huaxing photoelectric, tianma microelectronics, d cigna, nanjing no.1 domestic companies such as organic activity in the field of OLED.

February 29, the domestic panel industry leading Beijing Oriental announced that its chengdu sixth generation of LTPS/AMOLED production line project will be based on the issue of 22 billion yuan investment, increase the investment of 24.5 billion yuan to build phase ii project, AMOLED display products, focusing on small and medium size high-end display market. Phase ii project of postpartum, two phase of the project is expected to realize annual sales income 34 billion yuan. In addition, the boe chairman wang has said the hefei boe 8.5 generation lines in the large size OLED panel has started a small amount of transition.

At the same time, the Shanghai tianma microelectronics announced that small and medium size panel companies plan to put into the OLED panel production in 2016. More sources, tianma microelectronics interested in investment to expand production capacity, the construction of a new generation of 5.5 the production line. In fact, tianma also plans to open three independent OLED production lines.

At the same time, d cigna has launched kunshan 5.5 generation of the phase ii project of AMOLED production line, in 2017 is expected to put into production.

Remove the mainland manufacturers, has just been successfully acquire sharp hon hai also announced that will spend 200 billion yen into research and development of the OLED panel production work.

Small size of LED panel hammered

Against apple plans to import the OLED panel on smartphone, crystal electric chairman Li Bingjie, chairman of ronda Su Feng is that will impact on small size LED backlight production. Because the OLED panel are illuminated, because its not need back light of the characteristics of LED backlight module factory, factory named as the new technological changes under the "victims".

To samsung apple once decided to adopt the OLED panel, and release purchase orders. This portends OLED panel technology seems to tend to mature, the impact on the LED industry has sparked concern, small size LCD backlight module market short-term scale will shrink and may be eliminated for a long time.

Crystal electric chairman Li Bingjie on LED Taiwan pointed out that OLED for surface light source, in the home LED lighting are unable to reach the requirements of the area light sources, rise of OLED's impact on household lighting is good; On the backlight, LCD and OLED says he has spread, the impact is not big, in the large size application mainly will be on the small size panel.

He pointed out that if apple with OLED panel, will attract other brand factory follow up, will cause shock to the small size of LED backlight production. Ronda chairman Su Feng regular said, back light with LED quantity related to the area, though he agreed that OLED dig up will affect the demand of the small size of LED, but due to the LED application range and mobile phone, monitor, tablet and TV, TV mainstream move above 40 inch size, the impact on the overall output should be limited.

Day and said, OLED in product stability and Numbers still faces challenges, and the efficiency of the LED also continued ascension, even apple only certain Model adopted, the LED will not be completely replaced.

LED backlight or shorten the life cycle

In addition to the small size of LED panel is vulnerable, OLED application in the field of television also certain influence to the LED backlight. In 2016 LED TV application influence LED back light use variables. DIGITIMES Research think 2016 LED TV with LED backlight increased usage model with 4 k TV, HDR TV, TV quantum dots; In contrast, negative influence in OLED TV, straight down type LED TV, etc. Among them, with 4 k TV with OLED TV influence is significant for the LED industry.

Emerging OLED TV will affect the TV with LED backlight usage. With ever increasing OLED TV total TV market share, the threat to LED TV will continue to increase.

For a long time, the price is too high OLED failed to red up one of the important reasons. But cool recently released the Internet TV brand's first 55 inch OLED products, T55 OLED, price 9999 yuan, the OLED TV prices within ten thousand yuan. Then, konka brand Internet KKTV pull 55 inch OLED TV prices as low as 8888 yuan. Changhong announced that next month will turn 55 inch OLED TV dropped to 8888 yuan.

Prices are lower, and promote the speed of OLED television. The relevant person in charge of philips brand said now is the time to enter the OLED TV market: "the price of OLED are reduced. A year ago, a high quality of the OLED TV price is three times as many now. OLED sooner or later will take a lot of market share."

At present, each big manufacturers continue to increase investment, OLED TV industry chain gradually formed. Now the price of the OLED TV more than 2 times the LED TV, predict 2018 will be lower than 1.5 times, OLED TV will replace the LED TV, realize large-scale popularization. Because the OLED display technology market is progressing, LED backlight device market demand growth will slow or be shorten life cycle.