The hottest OLED industry has broad market space

2022-10-18
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OLED industry has a broad market space

recently, the price of LCD has increased sharply, among which the price of small sizes below 32 inches and 6 inches has increased the most, and the keynote of panel price rise in July has become a foregone conclusion. Recently, the price of LCD has been rising violently, among which the price of small sizes below 32 inches and 6 inches has increased the most, and the keynote of panel price rise in July has become a foregone conclusion. In addition, unlike LCD lighting, which relies on backlight modules, OLED is a self luminous mode, which has obvious advantages. It continues to improve its penetration in the field of intelligent terminals and television. With the panel price rise superimposed on the substitution effect, the OLED industry is expected to usher in an explosion, which is worthy of investors' attention

the price of the panel has risen rapidly

the panel price has continued to rise since March, of which the price rise of small sizes of 32 inches and less than 6 inches is the largest. What is more surprising is that the 1.77 inch screen of the function machine has increased by more than 200%. As far as the current situation is concerned, the rising tone of the LCD in July has become a foregone conclusion

institutional people pointed out that if we carefully analyze the reasons for the price rise of this panel, we can find that the short-term price rise problem will continue for some time. From the deductive process of price rise since the beginning of the year, because TFT LCD also establishes the decarburization layer prediction model of experimental steel under high temperature conditions, the mature technology and the shutdown and capacity reduction caused by overcapacity are the fuse of this round of price rise storm. In this round of price increases, mainland enterprises will benefit the most. It is learned from the industrial chain that in order to consolidate the supply of goods, Huawei has ordered the panel production capacity of many companies. The manufacturer's quotation of the display screen has been updated once a week. The price is subject to the time of order arrival to avoid the impact of panel price rise. Therefore, for panel manufacturers, the performance in the second half of the year is expected to be much higher than expected

the data of the first quarter of 2016 shows that the cost of OLED has been very close to LCD, and with the further improvement of yield, OLED will have the advantage of cost, and the constraints in the past are no longer shackles. At the same time, apple is expected to adopt OLED screens in the iPhone in 2017 as a benchmark for intelligence. Each innovation will form a strong demonstration effect on the industrial chain, and Huawei, Xiaomi and other manufacturers will have a good application effect, and more domestic manufacturers will follow suit. In addition, on the supply side, not only Samsung and LG are actively expanding production to prepare for Apple's orders, domestic enterprises are also actively expanding production to obtain opportunities to catch up with South Korea. This panel price rise is positive for the OLED industry

broad market space

unlike LCD, which relies on backlight modules for luminescence, OLED is a self luminescence mode, that is, it relies on the power on of luminescent materials to emit light. The different light-emitting modes result in different structures, and also achieve the advantages of fast response speed, good display performance, lighter and thinner, low power consumption, flexible display and so on. It is the first choice in the fields of wearable devices, VR devices, curved surfaces and so on. In the future, it will continue to improve its penetration in the fields of intelligent terminals and TVs

Industrial Securities pointed out that OLED panels are mainly used in fields, accounting for more than 90% of the OLED market share. Since 2010, the application of OLED technology in the field has developed rapidly, but it experienced a decline in 2014. The main reason is that Samsung's market share fell from 32.5% to 28%, and Samsung is the main source of demand for OLED screens in the world. The decline in its market share directly led to the decline in global OLED panel shipments. However, in 2015, with the maturity of OLED technology and the vigorous promotion of Samsung, the OLED market rose again, and the panel shipment increased by 53% compared with 2014, reaching 275million pieces

the rapid development of OLED will drive the rapid expansion of the entire OLED industry chain, including manufacturing equipment, materials, assembly and other industry chains, which will breed huge opportunities. Most OLED materials and LCDs cannot be used in common, so the market opportunity in the field of OLED upstream materials is greater. OLED upstream materials are mainly cathode, anode, transmission layer materials and light-emitting layer materials. Due to the high technical barriers, small market competition and high profitability in the field of OLED upstream materials, the profitability of OLED upstream materials is expected to remain at a high level in the future. Among them, the materials of transmission layer and light-emitting layer are different from those in LCD, which are new increments, and there are more opportunities in the future

domestic enterprises mainly provide intermediates and monomer crude products of OLED organic materials for international OLED material manufacturers. With the explosion of OLED panel demand, a good electronic tensile testing machine for domestic intermediates and monomer crude products should be able to withstand various environments and changes in theory, and the sales volume is expected to increase significantly. The key factors of OLED intermediate industry are product quality and the response speed of R & D. due to the high technical threshold, the competition pattern of this industry is good and the profit level is high. The current leading enterprises are expected to follow the rise of the entire industrial chain and continue to grow

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