Next-Generation Panels And The “Immediate Needs” Balance

The immediate, short, and medium-term demand for large-size LCD is still growing rapidly, which is not contradictory to the long-term view that must be the world of next-generation technology.

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According to media reports, the Samsung panel line trend is a strategic decision. Samsung Electronics Vice President Lee Jae-yong personally involved in the decision to withdraw the LCD project. Lee also personally announced a plan to invest 13 trillion won in next-generation display technology development by 2025. Among them, the QD-OLED screen is an important direction.

Aiming at the next generation, a new round of competition for display panels has already begun. For example, BOE Chongqing 6 generation OLED line is moving in equipment; Huaxing photoelectric in Guangzhou planning a T8 printed OLED 8.5 generation line project; Huike is also preparing to validate OLED technology on the Changsha project. …… South Korea LG is currently upgrading Guangzhou 8.5 generation OLED production capacity, and accelerate the construction of South Korea 10.5 generation OLED project. It is reported that Samsung sold LCD panel project, the vacated plant, and equipment which will also be imported to the 6 generation OLED and future high generation QD-OLED production capacity.

A certain perspective, Japanese companies out of the LCD panel camp, is indeed a “retreat”; and Korean companies are making space for OLED LCD – is to “change the road to overtake the car “, its planning is to rival “new technology downgrade strike”.

This background, the domestic LCD industry, still expanding the LCD production capacity is “worth” and “wise” becomes a problem: in fact, OLED or MICRO-LED, QLED and so on, are facing two problems.

First, with the LCD shared glass substrate TFT capacity, that is, the LCD panel line more than half of the investment in the future display panel is universal.

Second, the new display technology is temporarily difficult to meet the global display industry’s “huge demand”.

There are color TV and commercial display products, the development of large size “demand fierce”. The latter needs “in line with the trend of large size” of new production capacity construction. Almost all of the domestic 5 years of LCD panel new line construction, and the current capacity enhancement project, are around this trend. Is also precisely the domestic mainland enterprises to take the lead in this step, to establish the “competitive advantage” of the LCD panel manufacturing industry in Japan, South Korea, and Taiwan, and other regions.

The immediate, short, and medium-term demand for large-size LCD is still growing rapidly, which is not contradictory to the long-term view that must be the world of next-generation technology.

Industry experts believe that even the next-generation display technology is considered the most mature OLED display, the large size is also facing printed display, W-OLED, QD-OLED screen and so on at least three routes of the battle: in the technical certainty to achieve before, the possibility of becoming the mainstream of the color TV market is almost zero.

The sooner the next-generation technology can not achieve the standardization of technical routes, the longer the life of the LCD large size market.” That is, the risk of the domestic LCD panel industry does not lie in the “next generation” itself, but in the next generation of technology process route selection and “capacity expansion direction of the switch” timing issues.

At present, the domestic display panel two leaders, BOE and Huaxing photoelectric have built a vapor deposition technology process of the 6th generation OLED line and carried out vapor deposition and printing process of large-size OLED technology verification experiments. Domestic display industry in the next generation of technology investment is not significantly behind – due to the domestic panel sector in the large size of the LCD lead, the actual result, the domestic display panel companies to actively introduce large-size OLED urgency is not strong, this aspect of the domestic enterprises can go more relaxed some.

In addition, in the direction of small and medium-sized OLED, flexible OLED, and silicon-based OLED three characteristic differentiation, the domestic display panel industry investment, in global China, Japan, Taiwan, and South Korea in the four camps, basically, maintain the lead.

In OLED materials, QLED materials, and micro-led product development, also either actively catch up, or maintain the lead. However, in the printing, evaporation, and other equipment involved in the operation of OLED materials, the domestic industry chain is still significantly behind Japan and South Korea.

Therefore, in the display panel industry chain and the future-oriented supply battle, the domestic display industry has advantages and disadvantages, the overall advantage is greater than the disadvantages, the recent advantages are particularly obvious. Korean and Japanese companies selling LCD panel equipment, which does not constitute a reason to deny the legitimacy of investment in the domestic LCD industry chain. However, the domestic LCD industry should also pay great attention to new technologies, next-generation display direction and the degree of development, and timely “to the new track”.