After being evaluated as the first year of OLED display technology popularization in 2016, the display market in 2017 has been smashed by OLED technology. From Sony's OLED TV A1E, it has been stunned at the CES exhibition, and Apple has no choice but to abandon the iPhone core element. The "non-exclusive supply" policy of the device has been taken down from Samsung SDC. The trend of OLED display technology leaping into the mainstream of the market is unbreakable, and the remaining problem is only time.
Under the background of such technological trends, the Chinese display industry, which once fell into the quagmire of lacking cores and screens, has shown the courage to embrace change. On the one hand, it will continue to invest in high-generation line capacity and seize the future large-size high-end TV market space. On the one hand, we will actively deploy OLED display technology and continuously narrow the gap with the world's leading level. In the face of this kind of performance, we should be encouraged. However, several industry news in recent days have caused the author to worry.
· 15 new AMOLED panel production capacity in the next three years
The first piece of information describes the new production capacity of small and medium size AMOLEDs from 2017 to 2019. Eleven display panel companies from China, South Korea and Japan will achieve 15 new AMOLED display panel production capacities in the next three years. Although the small- and medium-size AMOLED market is still in the early stage of the industry's development, the market capacity is far from being saturated. Although the market monopoly, Samsung SDC, expects to manufacture 550 million AMOLED panels in 2017, it can barely support the needs of both Apple and Samsung Electronics customers. To the global smartphone sales growth has begun to slow down, and the new supply will soon be concentrated, some companies difficult to honor the AMOLED production capacity, most likely will be faced with a blistering price war.
OLED panel material supplier US UDC shares soared
The second report said that UDC OLED material company UDC announced its latest performance report, the stock price rose by 23.87%, the highest up to 116.85 US dollars. UDC's operating income increased by 87% in the first quarter of 2017, with revenue from materials growing by 92%. UDC is a supplier of Samsung OLED materials, which has authorized and approved 4,200 patents. The evaluation stated that "the explosive growth of UDC could mean that the entire OLED industry is on the eve of an outbreak."
· Global OLED sales will break 75 billion U.S. dollars by 2021.
The third report came from market research agency UBI Research. The latest report predicts that global OLED panel shipments in 2021 will increase by 4.67 times from 2016 to 1.7 billion, and the market value will soar by 4 times to 75 billion US dollars. In the future, OLED will have the opportunity to grow into a super 100 billion US dollars supermarket.
The larger the market size, the greater the magnetics, especially for those interested in strengthening the high-tech field in China. Under the stimulation of various preferential policies, the government and enterprises are enthusiastic, and the large-scale OLED blueprints are blossoming.
·Chinese companies crazy to build OLED system risk
Therefore, although China has already removed the "core lacking screen" hat, although the total output capacity of the display panel has been foreseen to reach the summit in 2018, although our investment scale is far from the Japanese and Korean companies can compare, but we are in the next With the development of OLED display technology, there are still systemic risks. Because most of our companies are still stuck at the bottom of the industry chain, because we still haven't been able to ensure that the new production capacity can be completed quickly, because the core equipment and raw materials we need still need to be imported... And the biggest concern is that It is because we are too crazy and even blindly willing to invest. It is like a child who is still learning to walk away from her arms.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
Under the background of such technological trends, the Chinese display industry, which once fell into the quagmire of lacking cores and screens, has shown the courage to embrace change. On the one hand, it will continue to invest in high-generation line capacity and seize the future large-size high-end TV market space. On the one hand, we will actively deploy OLED display technology and continuously narrow the gap with the world's leading level. In the face of this kind of performance, we should be encouraged. However, several industry news in recent days have caused the author to worry.
· 15 new AMOLED panel production capacity in the next three years
The first piece of information describes the new production capacity of small and medium size AMOLEDs from 2017 to 2019. Eleven display panel companies from China, South Korea and Japan will achieve 15 new AMOLED display panel production capacities in the next three years. Although the small- and medium-size AMOLED market is still in the early stage of the industry's development, the market capacity is far from being saturated. Although the market monopoly, Samsung SDC, expects to manufacture 550 million AMOLED panels in 2017, it can barely support the needs of both Apple and Samsung Electronics customers. To the global smartphone sales growth has begun to slow down, and the new supply will soon be concentrated, some companies difficult to honor the AMOLED production capacity, most likely will be faced with a blistering price war.
China, Japan and South Korea will open up to 15 new AMOLED production capacity in the next three years
OLED panel material supplier US UDC shares soared
The second report said that UDC OLED material company UDC announced its latest performance report, the stock price rose by 23.87%, the highest up to 116.85 US dollars. UDC's operating income increased by 87% in the first quarter of 2017, with revenue from materials growing by 92%. UDC is a supplier of Samsung OLED materials, which has authorized and approved 4,200 patents. The evaluation stated that "the explosive growth of UDC could mean that the entire OLED industry is on the eve of an outbreak."
Seeing the expansion of Chinese OLED panel production capacity, the happiest is the upstream manufacturers
The OLED display industry is associated not only with a single panel of a few specifications on a smart phone, but also with the game of upstream precision manufacturing and high-tech material preparation. It can be said that China has made some breakthroughs in the manufacture of OLED display panels. However, in the upstream of the industrial chain, there is still a large gap. · Global OLED sales will break 75 billion U.S. dollars by 2021.
The third report came from market research agency UBI Research. The latest report predicts that global OLED panel shipments in 2021 will increase by 4.67 times from 2016 to 1.7 billion, and the market value will soar by 4 times to 75 billion US dollars. In the future, OLED will have the opportunity to grow into a super 100 billion US dollars supermarket.
The larger the market size, the greater the magnetics, especially for those interested in strengthening the high-tech field in China. Under the stimulation of various preferential policies, the government and enterprises are enthusiastic, and the large-scale OLED blueprints are blossoming.
·Chinese companies crazy to build OLED system risk
Therefore, although China has already removed the "core lacking screen" hat, although the total output capacity of the display panel has been foreseen to reach the summit in 2018, although our investment scale is far from the Japanese and Korean companies can compare, but we are in the next With the development of OLED display technology, there are still systemic risks. Because most of our companies are still stuck at the bottom of the industry chain, because we still haven't been able to ensure that the new production capacity can be completed quickly, because the core equipment and raw materials we need still need to be imported... And the biggest concern is that It is because we are too crazy and even blindly willing to invest. It is like a child who is still learning to walk away from her arms.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
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