Chinese panel makers for organic EL investment enthusiasm. In the field of used for smart phones and other small and medium-sized panels, from LCD to organic EL equipment investment object, goal is pursued to walk in front of the south Korean manufacturers; In the field of the TV with a large panel, also began to seriously consider from LCD to organic EL. Reporter is positive to the organic EL investment objectives and subject of Chinese manufacturers, interviewed chun-ming hu, deputy secretary-general of China liquid crystal optical photoelectron industry association branch. (interviewer: field straight tree)
- Chinese manufacturers of organic EL investment is very positive.
China is now in the global flat panel display (FPD) has the output of more than 10% share. Can improve the share of new technology is a matter of great concern to the company, therefore need to invest. So will actively to the organic EL investment.
FPD in the field of global cauldron, samsung and LG display monitors are actively developing organic EL. There are rumors that apple will use organic EL screen on the "iPhone". Chinese panel makers think that smart phones on the market is likely to occur from the LCD to the organic EL paradigm shift, it is positive to the organic EL investment motive power.
On the display performance, in fact, now of the organic EL is not that big advantage compared with LCD. But now, almost there is no price difference between the two, so the price also will not become obstacles.
Smart phones with the price of the panel, difference between liquid crystal and the organic EL is shrinking fast. Both are $15 a year ago, and now only $1. As the liquid crystal and organic EL competition, an estimated 2016 years the price will be the same level.
If listed in 2018 the new iPhone decided to adopt organic EL, organic EL share should be explosive growth. Even as organic EL panel supply power, only one part with the new iPhone, but as long as decided to use, after the use of organic EL will rapidly expand.
Panel makers around the world, including China are concerned about TV and smartphone market is saturated. So is very concerned about where there is a new technology, new products and new concepts. Organic EL is a new technology, so to speak, a kind of new products and new concepts. The main reason is flexible. Everybody wants to realize flexible, through the organic EL display and its application development in the direction of the update. Chinese panel makers also plans to pursue this trend.
The industry enterprise increasing also promoted the development of the organic EL. In China, three years ago, Beijing Oriental technology group (boe) established the organic EL factories in ordos city. At that time for smartphones supply basic organic EL panel is samsung display company. Only by a company's strength cannot promote the market, but now the situation has changed.
- please introduce Chinese panel makers organic EL investment plans.
Sixth generation of organic EL new factory will be assembled before and after operation in 2018. Chinese panel makers aim, with organic EL pursued global the cauldron - samsung and LG display monitor. From now on investment and is expected to two to three years to catch up. Take "after South Korea is China's" enthusiasm, planning a large amount of investment plans. Short-term goal is beyond Taiwan manufacturers.
There are six organic EL factory is under planning. Both for the sixth generation, with the production of small and medium-sized panels as center. In other words, in the field of used for smart phones and other small and medium-sized panels, most new investments are for the organic EL. Are planning six factories, also have already production of organic EL also produce LCD factory. Backboard adopts low-temperature polysilicon (LTPS) substrate.
For example, China's two big players in the field of FPD and boe huaxing photoelectric intends to improve the production of organic EL ratio in the future. Beijing Oriental basic have determined that will increase the share of flexible organic EL. Tianma microelectronics (tianma) will be in xiamen, wuhan and start a new factory.
Already go into mass production factory has four organic EL panel. Beijing eastern ordos factory, Shanghai tianma Shanghai factory, and glow electric plant and d cigna kunshan plant, factory are 6 generations ago.
The intelligent mobile phone with a panel of the size of the market for $1.8 billion a year. Among them, organic EL accounted for 12% of overall, LTPS TFT LCD (30%), amorphous silicon TFT LCD (a - Si) accounted for 58%. Predicts 2017, the proportion of organic EL will increase to 15%, the proportion of liquid crystal from 88% to 85%, but LTPS LCD is expected to rise from 30% to 34%. 2017 organic EL and LTPS LCD will compete for a - Si LCD market.
- please introduce the boost of the Chinese government policy.
The Chinese government is actively promoting the formation of organic EL industry, key areas are small and medium-sized panels. Large panel, are discussing support policy. Opinion is the government department, "in the field of large panel, no organic EL advantage". Panel makers have a foothold in the future, however, is considering about organic EL display large caliber of production policy, in the discussion also import printing technology.
Is crucial for the development of the government and enterprises for large display "printing technology" and "soft technology" agree to this point. The Chinese government in the domestic use of printing technology to realize more than 60 inches flexible display production. As to use organic EL or LCD hasn't been decided yet, but now more organic EL odds.
What are the topics - China organic EL industry?
Although the Chinese government intends to promote the industrialization of flexible display, but Chinese panel makers had not flexible display manufacturing experience. China has no foundation technology such as flexible display materials and manufacturing devices, but Japan and other countries have. Chinese panel makers must communicate with Japan and other foreign materials manufacturers and device makers, while promoting the development and production, and should be won't be able to realize the mass production of flexible organic EL display.
In addition, flexible display market is also a topic has not been formed. Although the Chinese government in promoting flexible display, but it is not clear which direction to develop the market. From TV manufacturers and end consumers don't see the demand.
In addition, the existing organic EL business subject is small and medium-sized manufacturing yield enhancement. The reason is very clear, is the shortage of technical personnel. At this rate, fully improve the manufacturing yield need one or two years time. To solve this topic is the key technology of Japan. If you can introduce device materials and manufacturing technology of Japan, should be able to increase yield in a short time.
The improvement of production efficiency is also a topic. Now South Korea organic EL production line, for example, a process through two processing can be done, but the same process in China need to deal with the four times. China is the production efficiency of South Korea's 1/2. These issues must be solved.
- looking for Japan?
The first is the technical talents, this I mentioned above, the second is material technology. Hope I can with organic EL materials and printing process with materials technology enterprise cooperation. China has established to facilitate testing and trial production environment.
In addition, Chinese companies are very attention to technical, Japanese companies for cooperation and common development positive performance. For Japan's small and medium-sized enterprises, Chinese enterprises are also very concerned. Want to have a specific good technology in Japanese companies for research and development of Chinese enterprises have a lot of. Japan material manufacturer looking for end users, while Chinese companies want to take advantage of Japan's new materials and new technology of expanding the business, the most suitable to carry out the cooperation relations, so to speak.
I mentioned above the organic EL industry, China has not formed to make organic EL panel makers in time at low cost to purchase the material required for the development of new technology, and carry out research and development with the material manufacturer environment. This kind of environment is "ecological supply chain", the establishment of the supply chain is the subject of China.
South Korea to develop its domestic enterprises in the global first to establish the ecological supply chain. Now, however, there are still some materials and devices must use Japanese companies products. The Japanese manufacturing organic EL materials and devices around the world will play an important role in the ecological supply chain.