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How Big Is The Gap Between China And South Korea In The OLED Field?

- Feb 02, 2018 -

I believe that most people who have a little understanding of the display industry have a consensus that OLED is the future direction of the screen. The high contrast, high color gamut, high response speed and imaging advantage, ultra-thin, low power consumption, flexible and richly endowed by nature manufacturing advantages, has been the industry as the subversion of the next generation of LCD display technology.


Industry insiders believe that iPhoneX's full OLED screen will speed up the adoption of the OLED panel by other smartphone makers. It is expected that by 2020, the OLED panel will reach 50% on smartphones.


How big is the gap between China and South Korea in the OLED field?


In October 2017, Beijing began to produce OLED screen and opened a new chapter for China in this field. But it is worth noting that even now, China is the only country in the world that can produce OLED screens independently except Korea. But it is also clear that Koreans have been developing in this field for decades.


Why is there only a world left in the world that is still producing OLED?


Before Samsung and LG monopolized the OLED market, the whole market was flourishing, not only in South Korea, but also in Japan. Before the 2008 financial crisis, SHARP, as the father of LCD, had its innate advantage in turning to OLED.


How big is the gap between China and South Korea in the OLED field?


At that time, the Japanese display world was more mixed under the guidance of SHARP and SONY, and the master of the core technology was also handy. In addition to Japan, many enterprises in China and Taiwan have achieved gains in the field of OLED, though they can not match Korea and Japan, but they still have a place in the world.


But it all changed in the middle of the financial crisis that affected the world in 2008. Under the influence of the financial crisis, OLED technology has been hit very hard. Many enterprises have reduced the investment in this aspect, and have prepared for the winter. The Japanese enterprises and Taiwan enterprises made decisions for most people at that time, so they quit the OLED field.


South Korea was not better in that year. In September 16, 2008, the South Korean stock exchange started a pause in the trading process on the day of a stock market crash. In that year, the South Korean exchange rate fell, the currency devalued, the real economy was also strongly impacted, and the production situation was very low. But even in this case, Samsung and LG have clenching their teeth and firmly carry out research on OLED technology.


They have insisted, in return, with Japanese companies and Taiwan enterprises to abandon OLED, with South Korea gradually out of the shadow of the financial crisis, Samsung and LG for the research of OLED is more and more depth, leading to the now two companies in this field and form a strong trade barriers, which has resulted in a period of time Samsung, LG and dominate the world in this field the situation.


And the two companies are so strict on the technical blockade that the speed of the chaser can't be raised. It was said that a technician from Samsung had been hired in Ordos in the east of the Ordos, but it was caught by Samsung by diplomatic means. And some of the core technicians in South Korea have been filed. If you want to travel to China, Taiwan and Japan, they will be denied in visa, so it is clear how the two companies are defending against this technology.

Looking at the monopolistic Samsung and LG, Japan is also very sorry about its decision to quit the industry.


How big is the gap between China and South Korea in the OLED field?


In recent years, Japanese panel makers mainly focus on high quality liquid crystal display to expand the special stuffy small size panel market share, this strategy also allows SHARP, JDI and other panel makers in a period of time to occupy the market benefit, or even a large share in the display panel industry.

但是由于今年苹果已经彻底转向OLED,在最新发布的iPhone X上,更是采用了AMOLED屏幕,这极大的刺激了日本企业加强他们在OLED面板方面的布局。为了追赶韩国公司三星、LG在OLED上的优势,日本显示公司(JDI)也已经购买了OLED面板生产线的设备,增加了对OLED的研究和开发工作,并且其在石川县的一个试验生产线将要建成, 计划在2018年开始投产。

But Apple has turned to OLED this year, and the AMOLED screen is adopted on the newly released iPhone X. This greatly stimulated Japanese enterprises to enhance their layout in the OLED panel. In order to catch up with Samsung, LG Korea Companies in the OLED advantage, Japan Display Corporation (JDI) has also purchased the OLED panel production line equipment, increase research and development work on the OLED, and in a Ishikawa County line test production will be built, plans to begin production in 2018.


However, JDI has not yet OLED panel production performance, still belongs to the stage of research and development, the 4.5 generation of the Ishikawa plant line has only January 4000 capacity, before the JDI combined with JOLED joint research and development and production of OLED panel. But the capacity is far below Samsung and LGD, and it is not easy to catch up with the South Korean manufacturers who have been leading a big lead.


SHARP, another leader in SHARP LCD panel, has fallen into the abyss of huge losses due to its deteriorating earnings in recent years. It has been acquired by Hon Hai Group in March last year.


Ambitious platform enterprises

夏普被鸿海集团收购之后,OLED面板便被鸿海定位为夏普重建的支柱,之前已经投产了2000亿日元帮助夏普进行OLED面板的研究,希望通过大规模的资金追赶韩国厂商。夏普拥有IGZO技术,IGZO(indium gallium zinc oxide)为铟镓锌氧化物的缩写,非晶IGZO材料是用于新一代薄膜晶体管技术中的沟道层材料,这项技术可以用于传统的TFT-LCD面板上也可以用于OLED面板上。

After SHARP was acquired by Hon Hai group, OLED panel was positioned as Hon Hai's pillar for SHARP reconstruction. It has already put in 200 billion yen to help SHARP carry out OLED panel research, hoping to catch up with Korean manufacturers through massive funds. SHARP has IGZO technology, IGZO (indium gallium zinc oxide) is the abbreviation of indium gallium zinc oxide, amorphous IGZO material is used for the channel layer materials for a new generation of thin film transistor technology, this technology can be used in the traditional TFT-LCD panel can also be used to OLED panel.


How big is the gap between China and South Korea in the OLED field?


It is interesting that Terry Gou, the chairman of Hon Hai group, is not very cold with Korea, so after the acquisition of SHARP, he announced that he would unilaterally cut off the supply of LCD panels for Samsung Electronics. The move has also led to the fact that Samsung has to work with its old rival LG, which has ended the long-standing opposition.

鸿海入股夏普后,董事长郭台铭积极打造产业供应链,力抗三星为首的韩系业者;其中,GIS(General Interface Solution)因技术卓越、竞争力强,并已逐渐获得苹果重视,已经成为了郭台铭手中最重要的抗韩先锋。

Hon Hai shares SHARP chairman Terry Gou, actively build the supply chain of Korean anti force industry led by Samsung; among them, GIS (General Interface Solution) for technical excellence, strong competitiveness, and has gradually gained attention has become apple, Terry Gou in the hands of the most important pioneer kanghan.


Hon Hai Group in recent years kanghan strategy has begun to work, even in buying SHARP, let the turnaround, status of the industry chain group related subsidiaries also increased, more GIS is to assist the apple before solving the bad situation of production, by the trust of apple.


It has been suggested by some people that GIS can start from the iPhone panel fitting first, break the monopoly advantage of Samsung's one-stop technology, and gradually solve Samsung's strong position in the OLED field. At present, Hon Hai Group has already seen the first effect in this area.

Efforts to catch up with Chinese mainland enterprises


From the mainland enterprises, the enterprises which started earlier and Huei electronics and Tianma and other enterprises were only a little ahead of R & D, and failed to achieve mass production. Beijing and Huaxing optoelectronic are all in the late start of OLED, research and development are in the chase stage, let alone measure production.


On the technical side, the main material is high evaporation material, which leads to high cost. In the process of evaporation, the requirements for precision are also very high, to be used in FMM, that is, the fine mask plate, commonly known as Mask. Mask will directly affect the good rate of evaporation, PPI and so on. And Mask is very small, basically in the R & D stage, resulting in the rate of improvement is very difficult. Many mainland manufacturers have a good rate of 0 OLED displays, that is to say, there is no one that can be used to produce panel glass.


Fortunately, in October 2017, BOE (BOE) Chengdu's sixth generation flexible AMOLED production line was mass produced, enabling the world's AMOLED panel manufacturers to have more choices. Other manufacturers, such as CIGNA, Tianma, Sichuan rainbow are followed, will be gradually introduced their own OLED screen in the next few years.


At present, there is a very embarrassing problem, which is that Chinese mainland enterprises have just matured in the liquid crystal field, and now have to face the situation of transformation. Samsung, LG and so on have been drastically reduced, or even shut down the LCD production line. In a short time, they will have a certain impact on the market, but the market gap that they left behind should be filled by domestic manufacturers, and it should be able to recover soon.


But LCD now has gone downhill, market share is gradually occupied by the OLED and other more excellent screen, fortunately, LCD currently on the market in a short period of time still has enough market share, even it can be concluded that those early occupation of Samsung and LG leave the market blank manufacturers can also earn a lot of money, but the OLED will eventually come.


According to the monitoring data of related agencies, in the 1~7 month of 2017, the global OLED TV shipment increased by 91.1% over the same period in 2016, of which the OLED TV delivery in the Chinese market increased by 109.7% compared to the same period last year, and the prospect is considerable.


However, whether it is the JOLED of Beijing or Japan, the current measure of production is in the medium and small size OLED panel. Beijing Orient mainly aims at the OLED panel in the mobile phone field, and JOLED is mainly developing the OLED panel for "printed" medical applications. As for the large size TV OLED panel, in addition to the large scale production of LGDisplay, other large panel factories are in the chasing layout.


We can see with South Korea in this area the gap is still quite large, Samsung in the small OLED screen no one enemy, even if the BOE, in this regard for Samsung as a toddler baby, and in a large panel above such as color TV, LG is the king of.