Domestic panel enterprises to break the monopoly of Korea’s OLED panel

February 04, 2016

In the smart phone innovation to the ceiling, the panel is becoming an important innovation in mobile phone business, but now Korea Samsung in the field still occupy a monopoly of the market position, with the introduction of the Apple iPhone8 iPhone panel, the supply of the industry further tension, Mobile phone brands have chosen to support the domestic AMOLED panel enterprises to enhance production capacity, is expected to crack this monopoly situation.

国产面板企业破解韩国对OLED面板的垄断

Huami OV to promote the development of domestic AMOLED panel industry

OPPO and vivo is the biggest winner of the 2016 domestic market AMOLED screen phone, the two mobile phone companies by giving Samsung a huge deposit to ensure that Samsung provides them with AMOLED panel, but even so still failed to meet the two mobile phone business AMOLED Panel needs, had to be in their R9 and X9 hot case to launch the use of the panel R9k and X9i.
 
As the largest domestic and the world’s third largest mobile phone brand Huawei because of the shortage of AMOLED panel supply, its high-end mobile phone mate9 and P10 were introduced with AMOLED panel mate9 Pro and P10 plus, and mate9 and P10 continue to use LCD panel to ensure Market supply.
 
Last year came out of Huawei, OPPO, vivo joint investment in Shenzhen OLED panel manufacturer soft soft technology, hoping to promote this OLED panel manufacturers to accelerate the OLED panel production capacity to obtain its OLED panel supply.
Millet had to talk to the Samsung AMOLED panel supply, but from the results of the two sides should not reach an agreement, millet turn with the domestic OLED panel manufacturers to supply the latter by the OLED panel, but due to capacity constraints and glow simply can not To meet the needs of millet, and it is said that Huawei and then from the use of OLED panel.
In addition to the panel enterprises, Huaxing photoelectric, etc. also began to produce their OLED panels, the recent BOE also announced its sixth generation of flexible AMOLED production line put into production, these domestic panel enterprises will continue to put into production OLED panel to a certain extent, ease the current OLED panel tension Of the situation, and a large number of domestic mobile phone brand procurement also contributed to their capacity expansion.
Domestic panel enterprises to break the monopoly of Korea’s OLED panel
 
Samsung and LG have monopolized the LCD panel market before the BOE and Huaxing Photoelectric large-scale production of LCD panels, but China is becoming the world’s second-largest panel producer with China’s massive production of LCD panels. Quarter BOE has become the world’s largest large-size LCD panel manufacturing enterprises, BOE is the world’s largest TV companies Samsung’s important panel suppliers.
 
The success of the LCD panel market, inspired by the domestic panel companies to increase investment in the OLED panel, hoping to be seen as the most promising panel technology to achieve new success. Compared to the LCD panel, OLED panel industry industry is currently showing a flourishing situation, many companies have invested heavily in research and development OLED panel technology and the construction of OLED panel production line.
 
Domestic mobile phone brand experienced a shortage of supply chain caused by the pain, since last year’s storage chip, panel supply prices led to a substantial increase in prices, domestic mobile phone brand profit margins were squeezed, when the product is hot when the supply of components shortage Let them seize the pace of market share was forced to slow down, which forced the domestic mobile phone brand began to invest in the industrial chain, of which Huawei is the most active.
Huawei has made great success in the mobile phone chip industry. Huawei has become the world’s sixth largest chip company, it is developing SSD control chip, and SMIC cooperation in the development of semiconductor manufacturing process (TSMC in the 16nmFinFET and 10nm process capacity shortage situation In addition to the above-mentioned joint venture with OV soft technology, but also rumors that it works with Foxconn to invest in the construction of panel production line, so do not rule out its future will further increase the OLED panel Industry investment.
 
In the case of domestic mobile phone brand strength gradually grow, their support for domestic panel enterprises to help domestic panel enterprises in the OLED panel industry to break the monopoly of South Korea, the process will be faster than the LCD panel is expected to large-scale domestic OLED panel Mass production time in 2019, then the domestic enterprises will no longer need to look at the face of the Korean panel business.