OLED is coming and technology reserves become a top priority for enterprises

LED used to be a synonym for neon, but set off a technological revolution in the field of color TV. Entering 2010, LED LCD TVs will become the first choice for merchants to push buyers. However, the upsurge in the promotion of LED flat-panel TVs has not yet receded. New generation OLED products have come face to face. OLEDs (Organic Light-Emitting Diodes) have been recognized as a new generation of flat panel display mainstream technology that replaces LED.

From the point of view of the development of the television industry, the upgrading of every industry is inseparable from technological innovation. In every industry upgrade, China's color TV industry is in a state of chaos and imitation. The reason is that the lack of technology is still a key factor. In the third-generation display technology, the Chinese OLED industry is almost at the same starting line with foreign countries. According to Lu Jiebo, deputy secretary-general of the China Electronic Chamber of Commerce and a well-known home appliance expert, OLED technology is still In the initial stage, Chinese and foreign companies who hold the technology of OLED large-size and finished products will seize OLED TV opportunities.

The domestic panel speeds up, but not fast

In recent years, flat-panel TV companies have embarked on a "panel wars." Up to now, the pattern of high-generation production lines for seven LCD panels in the mainland has taken shape. They are the 6th generation BOE line in Hefei, the 8.5th generation of BOE Beijing, and the NEC Panda-Nippon Nanjing 6 On behalf of the line, TCL-Huaxing Shenzhen 8.5-generation line and the Suzhou Samsung 7.5-generation line that has just started construction, together with the LG Guangzhou 8.5-generation line that has been approved but has not started construction, and the newly-acquired Longfei Photoelectric Kunshan 8.5-generation line. The panel companies launched the project quickly, but the growth rate of flat-panel TVs in the country has slowed down significantly in the past year (according to relevant statistical data, the sales volume of domestic color TVs in the first quarter of this year was 10.46 million units, a year-on-year decrease of 5.2%; retail sales of 39.4 billion yuan, The year-on-year decrease of 8.2%,), the oversupply of the panel is beginning to take shape, and the surplus of LCD panels will cause LCD TVs to become more brutally involved in the “price war” turmoil and create a chaotic business environment. Eventually, it will not only lead to more difficulty in dealer sales, but also reduce profits. , And will lead to lower and lower profit margins of production companies; in addition, color TV companies are also busy seizing the strategic high-end products such as "cloud television" and have no time for consideration. The status quo of the domestic panel industry is currently not as strong as expected.

Panel enterprise OLED layout began, high-spirited

In view of the current market conditions, Sharp, Sony and other Japanese color TV giants have begun joint development of OLED technology under the leadership of the Japanese government in an attempt to establish the dominant position of Japanese companies in the OLED field. Not only did Japanese companies actively deploy OLEDs, South Korea’s Samsung 3.5-generation OLED production line produced a 14-inch panel yield of more than 90%, and its 5.5-generation line with a monthly production capacity of 72,000 units has also been mass-produced. In June of this year, Samsung announced that the 8th generation OLED panel test line will be put into use in May of next year. It plans to extend the use of OLED panels from smart phones and tablet computers to TVs; LG Display has said that it will postpone the Guangzhou 8.5th generation line. The LCD panel project was postponed. Lu Jiebo, deputy secretary-general of the China Electronic Chamber of Commerce, believes that the possibility of restarting the project is relatively low. An important reason is that LGD plans to invest US$2.83 billion in 2014 to mass produce the next generation of panel OLEDs for its 55-inch TVs. In addition, the mainland China established the China OLED Industry Alliance in June this year. Currently, Kunshan Visionox, Sichuan Changhong, Foshan Rainbow and other companies are engaged in the production of small-size OLEDs. The emphasis on OLEDs may increase the Chinese enterprises in the industry chain. The right to speak, but for China's color TV industry, which has always emulated Japan and South Korea in product research and development, although domestic companies are involved in small-size OLED panels, there has not been much progress in the field of large-size OLEDs. Large-scale panel factories of enterprises have been put into operation one after another, and domestic enterprises are facing a passive situation.

Domestic brands accelerate the pace of technological innovation, a top priority

In the era of CRT and LCD era, Chinese companies are catching up with Japan and South Korea. The weakness in LCD technology has led Chinese companies to rely too heavily on Japan and South Korea's upstream panel companies. This has caused many Chinese companies to have no goods to sell in recent years. Awkward situation. However, the advent of OLED panels has brought new opportunities for domestic panel companies. Lu Jiebo, deputy secretary-general of the China Electronic Chamber of Commerce and a well-known household electrical appliance expert, believes that the current OLED industry in China is in a critical period of development, with certain technology research and development and industrial support. Capability, but the OLED industry also faces the problems of insufficient basic research, imperfect industrial facilities, lack of leading enterprises with strong competitiveness, and lack of right to speak in global industry standards and intellectual property, which has hindered the OLED industry in China to some extent. Sustained and healthy development, how effective, sustained, and healthy development depends on whether the color TV companies can unite together. It is imperative for domestic color TV manufacturers to actively make technical reserves before real OLEDs are fully accessible.

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