AMOLED technology has been born for a long time, but with the characteristics of light weight, low power consumption, fast response, flexibility and transparency, and good quality, it has been widely used in mobile phone brands including apple and Samsung.
According to HIS data, it is expected that in 2020, the AMOLED display product will be shipped to 790 million units. With the rise of China's AMOLED panel manufacturers' capacity, it is estimated that the size of China's AMOLED driven IC market will rise from 576 million US dollars in 2016 to 2 billion 510 million US dollars in 2019.
China and South Korea dominate the global AMOLED industry, and Samsung occupies the 75% drive IC Market
In the AMOLED flexible display industry, Samsung currently occupies a monopoly leading position and can provide a full set of vertical integrated supply chain. AMOLED displays a flexible screen from a flexible screen to a DDIC chip, and then to a wafer fab, providing a full set of vertical integrated industrial chains.
Although Samsung monopolizes the capacity of more than 90% of the global AMOLED screen, the total AMOLED capacity of Samsung is about 28 million per month, of which 20 million are for apple, 6 million for Samsung, and 2 million for Chinese mobile customers.
With the entry of domestic panel manufacturers such as Beijing East, China's AMOLED industry is rising rapidly. China and South Korea have become the leading countries in the global AMOLED industry.
In the AMOLED ecology, the AMOLED driver chip is also a very important link. For smartphones, the AMOLED drive IC can meet many user needs, such as comprehensive screen, power saving, quality improvement and low cost. By customizing AP algorithm, driving IC can improve image quality and provide segmentation, and improve yield by Demura. At present, OLED panel has a universal yield of 20~40%, and Mura algorithm can save 10~20% yield and reduce cost.
其中三星电子由于布局非常早，因此目前不管是从市场占有率还是芯片工艺上都处于领先地位。除了三星电子占据75%的AMOLED IC市场份额，韩国的Magnachip占据了小于20%的市场份额，累计销售1.6亿片AMOLED驱动IC。其它的玩家目前基本上市占率和出货量都不算很多，比如韩国的silicon Works主要给LG供货，美国的Synaptics，台湾的瑞鼎，中国的中颖、晶门科技、集创北方以及吉迪思。
Samsung Electronics, which has a very early layout, is now in the leading position in both market share and chip technology. In addition to Samsung Electronics's 75% AMOLED IC market share, South Korea's Magnachip occupies less than 20% of the market share, and the cumulative sales of 160 million pieces of AMOLED drive IC. The other game player currently listed share and shipments are not many, such as South Korea's Silicon Works to LG supply, the United States Synaptics, Taiwan Rui Ding, the China SinoWealth, Systech, Jichuang north and Kyrgyzstan meredith.
China's AMOLED drives IC and the local panel industry promotes supply chain
At present, most of the domestic companies entering the AMOLED drive IC adopt the way of capital acquisition. For example, the Beijing Orient has entered a new phase of microelectronics. The SinoWealth in early 2015 and photoeloctronic developed AMOLED driver chip, achieved the first domestic AMOLED production industry chain cooperation. The 2013 CIGNA and Systech successfully developed the first AMOLED driver chip, China.
Crystal gate technology acquired some Microchip technology and maXTouch semiconductor products in November 2016. At present, crystal gate technology PMOLED products account for more than 50% of the market share, which is the leading segment of the industry subdivision market.
2016年11月，集创北方并购了Exar旗下电源管理IC设计公司Iml 。除此之外，新思收购了瑞萨、敦泰收购了旭耀、奇景和联咏也纷纷做好了布局。还包括TI、韩国的dsiplaychips、台湾的超炫科技（Ultra Display）等。
In November 2016, Ji Chuang North acquired Exar's power management IC design company Iml. In addition, new acquisition of Renesas acquisition, Duntai xuyao, wonders and novatek have prepared the layout. Including TI, South Korea dsiplaychips, Taiwan (Ultra Display) and stunning technology.
Why are so many domestic chip makers killed in the AMOLED drive IC field? First of all, of course, the capital is optimistic about the future of AMOLED flexible display industry. For example, in 2016, millet launched the red AMOLED PRO, and adopted the AMOLED of BOE. However, there is still a blank in the chip that actually drives the foreign chip. In particular, the rise of local display panels, such as Beijing East, Guo Xian, and soft woo, will naturally lead to the common development of the supply chain in China.
The second reason is that the design difficulty of the AMOLED screen and the chip has not been improved at present, which gives the post - hair the opportunity to catch up with the surpassing.
The development of AMOLED supply chain in China is not healthy enough, and it is highly dependent on the Taiwan Wafer Factory
At present, in the field of AMOLED, Samsung is certainly an absolute all vertical integration overlord, and has constructed a completely closed AMOLED industry chain. In particular, the Korean government has listed DRAM, Flash and AMOLED as the core technology of the national strategy. As a result, Samsung's AMOLED ecology does not require foreign chips, nor does it need foreign equipment suppliers, so it is out of Taiwan.
Comparatively speaking, the development of AMOLED supply chain in China is not healthy at present. The main problem is that the wafer factory is highly dependent on Taiwan's TSMC and UMC, and SMIC is still developing advanced OLED technology. It is understood that at present, SMIC's 40HV and 28HV are being developed. The final capacity of Beijing B1-B3 plant will reach 12 inch wafers to 200 thousand pieces / month, which is equivalent to 8 inch wafer 675 thousand pieces / month, accounting for 2.5% of the total capacity of the world. AMOLED can be used in B2 factory 12 inch wafer 60 thousand pieces.
In encapsulation, 2M-COF encapsulates Samsung STEMCO and LGIT of the world only in South Korea and can be produced. The packaging plants in mainland China are currently based on COG packaging, and COF is still in great efforts to build.
"We did the earliest AMOLED IC at home, and we started it 6 years ago. We have accumulated over the past decade, and the most difficult part is to keep pace with the first line mobile phone manufacturers in China. We must keep up with the footsteps of BOE. Kyrgyzstan Meredith electronic deputy general manager Zhong Gang told reporters that "international electronic business", the technical difficulty of OLED is much bigger than LCD, each step is highly integrated, to achieve high yield is very difficult. "Samsung has been doing it more than a decade ago, and it took 18 years to solve all kinds of problems. This thing is not the past, not only by spending money to buy technology. Zhong Gang said that although BOE has begun to invest in driving IC company, so far, Samsung has not yet seen that the IC company invested by the panel factory has been very successful.