It is rumored that the domestic LCD industry will no longer be subsidized, and OLED panels will be replaced

It is reported from the industry that domestic subsidies for the TFT-LCD industry are no longer supported, and OLED (AMOLED, Active Organic Light Emitting Diodes) is now fully supported. In order to receive more subsidies, the domestic panel manufacturer BOE, etc. will be encouraged to actively invest OLED panel, it is expected that 2019 will be a year of explosion of OLED panel production capacity. In the past, the global OLED panel market was almost exclusively dominated by Samsung Display, but this year, in addition to LGD joining the battle, domestic manufacturers have also accelerated their pace and actively deployed.

According to the information provided by BOE, the Chengdu AMOLED production line has been mass-produced and shipped in October 2017, and the current yield rate is over 70%, and hopes to exceed 80% by the end of this year. Mianyang’s 6th-generation flexible The AMOLED line is expected to start production in 2019.

In addition to the existing two production lines, BOE also announced at the investor conference held a few days ago that it will spend RMB 46.5 billion to build the third 6th generation flexible AMOLED production line in Chongqing. Construction officially started on Japan.

Accumulated, BOE’s total investment in OLED panels is as high as RMB 139.5 billion, with a monthly design capacity of nearly 150,000 substrates, and each substrate can cut 200 pieces of 6-inch screens.

In addition, in June 2017, Huaxing Optoelectronics invested 5.46 billion US dollars, code-named T4, the sixth-generation OLED production line officially started in Wuhan, and mass production is expected to start in 2019; news from the industry in August this year pointed out that Huaxing Optoelectronics' 6th-generation OLED factory has begun trial mass production; the T4 production line is designed to have a total capacity of 45,000 pieces per month, and the first phase of trial mass production has a capacity of 15,000 pieces.

As domestic panel makers are racing to invest in OLED, Samsubg Display has also begun to open up another battlefield to pave the way for the next generation of new product lines. Due to lower-than-expected sales of iPhone X, the utilization rate of Samsung Display LCD for Samsung A3 plant fell in the first half of this year. According to a report by Korean media ET News, although the two production lines of A4 plant have completed preparations for mass production, only one of them will be used for production. .

In terms of large-scale TV panels, Samsung Display will close the 8.5-generation LCD factory in mid-2019 in order to concentrate all resources on QD-OLED, which has a lower production cost but can technically solve the problem of OLED aging ; Samsung Display will establish a small-scale QD-OLED trial production line in 2019, and invest USD 8.9 billion in the next three years to develop QD-LCD for Samsung.

In contrast to Samsung Display’s leading advantage in small and medium-sized OLED panels, LG Display is focusing on large-sized OLED TV panels. LG Display will set up 10.5-generation OLEDs in Paju, South Korea in the next two years. The production line and the 6th generation flexible OLED production line; if coupled with the 8.5th generation OLED production line in Guangzhou, LG Display’s total investment in OLED will reach US$13.5 billion in 2020.

While the major Korean panel makers are rushing into LCD for Samsung and preparing to flip the next-generation display technology, Taiwan’s panel Shuanghu has made it clear that they want to be absent; AUO currently only has 3.5-generation line small-scale production OLED will not invest large sums of money in the future. At the end of this year, AUO will launch Mini LED gaming display panels and notebook panels one after another, because the cost of Mini LED production line is much cheaper than OLED.

Innolux also believes that the cost of Mini LED panels is significantly lower than that of OLEDs, and Mini LEDs can definitely challenge LCD panels in the next 5 to 10 years. However, according to the equipment factory, the huge transfer of LEDs is the biggest threshold currently encountered. There is still a way to enter the stage of mass production. At the same time, the panel double tigers are unwilling to invest in the OLED industry, because the investment in OLED requires NT dollars at every turn. With huge funds of more than 100 billion yuan, in terms of the current financial situation, no one wants to take risks easily.

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