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The Rapid Development Of Sino OLED Cooperation With Well-known Manufacturers Of Black Cattle Food Business

- Feb 01, 2018 -

The rapid development of Sino OLED cooperation with well-known manufacturers of black cattle food business

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黑牛食品在OLED领域发展迅速。黑牛食品CEO张德强接受中国证券报记者专访时表示,公司第5.5代AMOLED生产项目已实现月加工玻璃基板1.5万片的生产能力,在国内率先实现了AMOLED柔性产品的量产,云谷(固安)第6代AMOLED项目预计2018年中期建成投产。与知名厂商长期合作问:iPhoneX推出让OLED屏幕前景看好,国内手机厂商纷纷推出OLED手机,子公司维信诺是否与相关厂家开始接洽?张德强:维信诺是国内最早从事OLED显示面板制造的厂商之一,与中兴、华为、小米、努比亚等知名厂商建立了长期稳定合作关系。目前搭载公司屏幕的国产手机已经大批量上市,部分型号将维信诺列为唯一供应商,预计下一步会有更多手机品牌采用公司屏幕。问:维信诺在OLED的量产计划进展如何?张德强:第5.5代AMOLED生产项目已实现月加工玻璃基板1.5万片的生产能力,实现了AMOLED柔性产品的量产。这条产线打破了海外企业的垄断,为下游厂商提供了优质的柔性AMOLED显示屏。同时,维信诺作为技术支持方,支持在建的云谷(固安)第6代AMOLED项目预计2018年中期建成投产,设计产能为月投片3万大片。该生产线是国内第一条全柔性AMOLED量产线,可生产曲面显示屏、对折显示屏、卷曲显示屏,产品广泛应用于智能穿戴、手机、VR显示和专业显示等应用领域,能够有效解决新型显示产业所面临的产能不足问题。应用终端不断拓展问:如何看待OLED产业竞争态势?张德强:目前来看,三星依然处于领先和相对垄断地位,国内企业OLED技术基本与国际同步,但不同主体产品的良率、质量、交付速度、研发速度等因素差异较大。随着资本和技术的积累,整个行业的集中度将进一步加强。目前,柔性OLED供不应求,属于卖方市场,主要应用于手机屏幕。随着柔性技术不断发展,OLED应用场景和应用终端将不断拓展。问:公司在柔性OLED面板方面取得了哪些进展?张德强:主营产品方面,柔性显示屏及其周边技术是终端厂商推动产品高端化和差异化的利器,终端厂商对屏体资源的需求强烈。公司柔性AMOLED手机屏正在加紧与厂商合作,增加了对一些新的合作厂商供货。另外,一些厂商已经启动了对公司产品的测试,预期未来可以实现订单转化。根据第三方行业咨询公司数据,我们保持了国内第一的出货量。公司布局较早的PMOLED领域,多年保持出货量全球第一。创新产品层面,公司持续推进新技术的产品应用开发,推动产业链不断合作共赢。公司发布的“全球首款任意折叠柔性屏全模组产品”,弯折次数超过10万次,技术处于全球领先水平。去年7月,公司应用TDDI技术,将触控与显示芯片合二为一,在AMOLED领域实现TDDI技术应用尚属全球首例。(

Black cattle food rapid development in the field of OLED. Said the black cattle food CEO Zhang Deqiang told the Securities Journal reporter Chinese interview, the 5.5 generation AMOLED production project has been implemented on the processing of the glass substrate 15 thousand production capacity in China to realize flexible production of AMOLED products, cloud Valley (Guan) the sixth generation AMOLED project is expected to put into operation in mid 2018. Long term cooperation with well-known manufacturers asked: iPhoneX introduction let OLED screen prospects, domestic mobile phone manufacturers have launched OLED mobile phone, subsidiary and related manufacturers approached weixinnuo whether or not? Zhang Deqiang: weixinnuo is the earliest in the OLED display panel manufacturer, to establish a long-term stable relations of cooperation with ZTE, HUAWEI, millet and other well-known manufacturers of nubia. At present, the domestic mobile phone screen has been listed in large quantities, some models will be Nuolie Weixin as the sole supplier, the next step is expected there will be more mobile phone brands with screen company. Q: how weixinnuo in the development of OLED production plan? Zhang Deqiang: the 5.5 generation AMOLED production project has realized the production capacity of 15 thousand pieces of glass substrate, which has realized the production of AMOLED flexible products. This line breaks the monopoly of overseas enterprises and provides a good quality flexible AMOLED display for downstream manufacturers. At the same time, weixinnuo as technical support, support in the construction of the cloud Valley (Guan) the sixth generation AMOLED project is expected in mid 2018 put into operation, the design capacity of 30 thousand large monthly investment. The production line is the first fully flexible AMOLED production line, can produce the surface of the display screen, display screen, double curl, the products are widely used in intelligent wearable, mobile phone, VR display and professional display applications, which can effectively solve the problem of insufficient capacity of new display industry faces. Application terminals continue to expand the question: how to look at the competitive situation of the OLED industry? Zhang Deqiang: at present, Samsung is still in the leading and relative monopoly position. The OLED technology of domestic enterprises is basically synchronized with the international market, but the factors such as yield, quality, delivery speed and R & D speed of different products are quite different. With the accumulation of capital and technology, the concentration of the whole industry will be further strengthened. At present, flexible OLED is in short supply and belongs to the seller's market, which is mainly used in mobile phone screen. With the continuous development of flexible technology, the OLED application scene and application terminal will continue to expand. Q: what's the company's progress in the flexible OLED panel? Zhang Deqiang: in terms of main products, flexible display and its peripheral technology are the best tools for terminal manufacturers to drive high-end products and differentiation. Terminal manufacturers have strong demand for screen resources. The company's flexible AMOLED phone screen is cooperating with manufacturers, increasing supply to some new partners. In addition, some vendors have started the test of the company's products and expect to realize the order transformation in the future. According to the data of the third party industry consulting company, we have maintained the first shipments in our country. The company has an early PMOLED field, which has been the first in the world for many years. At the innovation level, the company continues to promote the application and development of new technology, and promotes the continuous cooperation and cooperation of the industrial chain. The company has released "the world's first free folding flexible screen full module product", with more than 100 thousand bending times, and the technology is in the world's leading level. Last July, the company used TDDI technology to combine touch with display chips, and the implementation of TDDI technology in the field of AMOLED is the first case in the world.