LED lighting market saturated OLED began to take off
Fungho Industries (Group) Co., Limited , https://www.funghogroup.com
Yesterday, Jingdong invested 670 million yuan to cooperate with domestic manufacturers to jointly develop OLED applications in the AR/VR field. It can be seen that not only the industry, but also large companies, want to share a piece of cake. The entire industrial chain of OLEDs can be divided into upstream, midstream and downstream. The upstream includes LCD and OLED panels, and various Iphone8s required for module processing and assembly will be released soon. In addition to Apple's latest mobile phones, the latest OLED full-screen, OLED display technology has self-illumination, wide viewing angle, and almost infinity. High contrast, low power consumption, and extremely high response speed. As the benchmark of the mobile phone industry, Apple will lead to a global follow-up if there is any innovation. In the field of LED lighting, the price war has already become hot, and the situation of oversupply is irreversible, so many manufacturers have transformed into OLED battlefields. Yesterday, Jingdong invested 670 million yuan to cooperate with domestic manufacturers to jointly develop OLED applications in the AR/VR field. It can be seen that not only the industry, but also large companies, want to share a piece of cake. The entire industrial chain of OLEDs can be divided into upstream, midstream and downstream. Upstream includes LCD and OLED panels, various raw materials and components required for module processing and assembly. Midstream includes LCD and OLED panel manufacturing and display module assembly. The downstream industry is mainly used in various display products. China's industrial base is weak, the industrial chain is imperfect, and the competitiveness of upstream products is not strong. In China, there are many companies that have entered and are about to enter the OLED field, but they are mainly concentrated in the downstream manufacturing of the industrial chain, and the upstream equipment and raw materials are weak. Most Chinese OLED manufacturers are still in their infancy, and mass production is still far from being realized. The manufacturing equipment and raw materials required by Chinese OLED companies rely heavily on imports from Japan and South Korea. South Korea's Samsung is currently the largest exporter of the global OLED industry. Supporting its global status not only has its strong R&D capabilities in the display field, but also the huge demand for downstream mobile phones, tablet PCs, high-end TVs and other products. In China's OLED industry, there are currently no large-scale, full-product, and highly synergistic companies. The imperfect industrial chain directly leads to the small scale of the output value of China's OLED industry. According to the data of China Prospecting Industry Research Institute's "China OLED Industry Market Forecast and Investment Analysis Report", in 2016, China's OLED output value was about 6.232 billion US dollars, compared with other countries and less than tens of billions, the gap was obvious. But it also shows that domestic OLEDs will have a very large development space. The government is also carrying out relevant policy planning. It is believed that with the joint promotion of the government and enterprises, China's OLED industry will usher in rapid development. The production capacity in 2017 is expected to reach 11.71 million square kilometers. Combined with the current capacity of China's OLEDs under construction, it is expected that the production capacity will approach 3,000 square kilometers in 2020, and the prospect is worth looking forward to.