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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.


行业人士认为,iPhoneX全面配备OLED屏幕将加快其他智能手机制造商对OLED面板的采纳。预计到2020年,OLED面板在智能手机上的采用率将达到50%。

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.


中韩在OLED领域上的差距到底有多大?

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


在2017年10月,京东方正式开始量产OLED屏幕,也为我国在这片领域中开启了新的篇章。但值得注意的是,即使目前为止,我国是如今世界上除韩国以外唯一能够自主生产OLED屏幕的国家,不过也要清楚的认识到,韩国人已经在这个领域中发展了几十年,技术纯熟,优势巨大。

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.


为何曾经的世界只剩下韩国还在生产OLED?

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


在三星与LG垄断OLED市场之前,整个市场可谓一片蓬勃,不仅是韩国独霸天下,日本在这方面也不落于人。在2008年金融危机之前,夏普作为LCD之父在转向OLED也是有其先天优势。

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.


中韩在OLED领域上的差距到底有多大?

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


当时的日本显示界在夏普与索尼的带领之下更是混的风生水起,对于核心技术的掌握也是得心应手。除了日本方面,中国台湾等地,也有许多企业在OLED领域中有所斩获,虽说不能与韩日相媲美,但是在当时的世界中还是占有一席之地。

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.


不过这一切在2008年那场影响世界的金融危机之中,全都发生了巨变。在当时金融危机的影响之下,OLED技术受到了非常巨大的打击,许多企业为此缩减了这方面的投入,全力准备过冬,日企与台企在当时也做出了大多数人都做的决定,因此退出了OLED领域。

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.


韩国在那一年也不好过,2008年9月16日,韩国证券交易所当天因股市暴跌而启动暂停交易程序。在那一年,韩国汇率下降,货币贬值,实体经济也受到强烈冲击,生产状况异常低靡。但即使是在这种情况之下,三星与LG也咬牙坚持了下来,坚定的进行着OLED方面技术的研究。

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.


有坚持,便有回报,随着日企与台企对于OLED的放弃,加上韩国逐渐走出金融危机的阴影,三星与LG对于OLED的研究也越发深入,导致了如今两家企业在这个领域之中形成了强大的行业壁垒,这也导致了在一段时间之内,三星与LG在这个领域之中独霸全球的态势。

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.


并且这两家企业对于这方面的技术封锁非常严格,导致追赶者的速度无法提上来。传言在鄂尔多斯的京东方曾经聘请过一位来自三星的技术人员,但却被三星通过外交手段直接抓了回去。并且一些比较核心的技术人员在韩国都有备案,如果想要来中国、中国台湾、日本旅游在签证方面全都会被拒绝,可见这两家企业对这项技术有多么的严防死守。

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.


中韩在OLED领域上的差距到底有多大?

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


近几年来,日本面板制造商主要专注于高品质液晶显示来扩大特闷中小尺寸面板的市场份额,这一策略也让夏普、JDI等面板厂商在一段时间内受益颇丰,甚至在显示面板行业中占据市场相当大的份额。

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.


然而目前JDI尚未有OLED面板的量产实绩,仍属于研发阶段,其石川工厂的4.5代线仅拥有一月4000片的产能,日前JDI也联合JOLED共同研发生产OLED面板。不过目前产能规模都远低于三星、LGD,想要追赶已大幅领先跑在前头的韩国厂商不是一件容易的事情。

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.


而另一家日本液晶面板领头企业夏普由于近几年财报每况愈下,已经掉入了巨额亏损的深渊之中,已在去年三月份被台湾鸿海集团收购。

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.


野心勃勃的台企

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.


中韩在OLED领域上的差距到底有多大?

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


有意思的是,由于鸿海集团董事长郭台铭个人对于韩国不太感冒,因此在收购夏普之后,便单方面宣布将切断对三星电子的液晶面板供货。这一举措也导致三星不得不与自己的老对手LG联手,两家也结束了长期以来一直的对立状态。

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.


鸿海集团近几年来的抗韩策略已经开始奏效,甚至在买下夏普之后,让其扭转盈亏,集团的相关子公司产业链地位也大幅提升,GIS更是在之前协助苹果解决产量不顺的局面,深受苹果信赖。

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.


有相关人士建议,GIS可先从iPhone面板贴合开始做起,打破三星一条龙的技术垄断优势,逐步破解三星在OLED领域的强势地位。目前来看,鸿海集团在这方面已经初见成效。

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


从大陆企业来说,起步较早的和辉光电,天马等企业,只是在研发方面有点领先,都没有做到真正的大批量量产。京东方和华星光电在OLED方面都属于起步较晚,研发方面都在追赶阶段,更遑论量产。

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.


技术方面,主要是蒸镀的材料较高,导致成本居高不下。蒸镀过程中,对精度的要求也非常高,要使用到FMM,即精细掩膜版,俗称Mask。Mask会直接影响到蒸镀的良率,PPI等。而Mask方面的人才非常少,基本都处于研发阶段,造成各家的良率提升十分困难。很多大陆厂商OLED显示屏的良率都是0,也就是说,生产出来的面板玻璃没有一片是可以使用的。

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.




好在2017年10月份,BOE(京东方)成都第6代柔性AMOLED生产线量产,能够让世界上使用AMOLED面板的手机厂商多一种选择。大陆的其他厂商,比如维信诺、天马、四川虹视等都紧随其后,将在今后几年内逐步推出自己的OLED屏。

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.


目前则有一个很尴尬的问题,那便是中国大陆企业在液晶领域才刚刚成熟,现在已经不得不面临转型的局面。韩国企业三星以及LG等都已经在大幅度缩减,甚至关停LCD生产线,短时间来看会对市场造成一定冲击,但是他们离去的市场空白在国内厂商的填补之下,应该可以很快恢复如初。

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.


不过LCD目前现在已经走在了下坡路上,市场份额逐渐被OLED与其它更为优异的屏幕所占据,庆幸的是,目前市面上LCD在短时间内依然拥有足够的市场份额,甚至可以断定,那些早早就去占领三星与LG离去之后的市场空白的厂商还能够大赚一笔,但是OLED终究还是会到来的。

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.


根据相关机构监测数据显示,2017年1~7月,全球OLED电视出货同比2016年增长91.1%,其中中国市场OLED电视出货同比增长109.7%,前景相当可观。

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.


但是不管是京东方还是日本的JOLED,目前能够量产的都属于中小尺寸OLED面板。京东方主要针对手机领域OLED面板,JOLED主要研发“印刷式”医疗应用OLED面板。至于大尺寸电视OLED面板,目前除了LGDisplay能够实现大规模量产之外,其它大型面板厂都处于追赶布局当中。

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.


可以看到我们与韩国在这个领域差距依然相当大,三星在小型OLED屏幕上无人能敌,即使是京东方,在这方面对于三星而言也如同一个刚学会走路的婴儿,而在大型面板上面比如彩电方面,LG就是这个领域的王者。

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.