News on March 21, Beijing time, large-size OLEDs are no longer exclusively available for LG, Samsung, and JOLED to kick off the competition. LG Display's monopolized large-size OLED supply pattern is about to change. Samsung Display and Japan JOLED will produce OLED panels in a different way from LGD.
LCD prices have risen sharply in September, and OLED ushered in an opportunity. At the beginning of 2020, LGD and Samsung Display, considering the deterioration of LCD panel profitability, plan to abandon the LCD business within that year. However, with the dailyization of "non-contact" life, the gradually forgotten computer and television markets are resurrected, and market prices have begun to set off a rare round of rise.
Die Preise für LCD-Panels sind in der zweiten Hälfte des Jahres 2020 stark gestiegen. Der 32-Zoll- und der 55-Zoll-Markt stiegen von 32 US-Dollar und 107 US-Dollar im Mai 2020 auf 70 US-Dollar und 189 US-Dollar im Februar dieses Jahres, was einem Anstieg von 118 Prozent bzw. 76 Prozent entspricht.
Früher klafften die Preise von OLED- und LCD-Fernsehern weit auseinander, viele Verbraucher zögerten beim Kauf. Mit dem Preisverfall von OLED-Panels und dem Anstieg der Preise von LCD-Panels hat sich die Lücke erheblich verringert. Das senkt die Kaufschwelle für OLED-TVs.
Darüber hinaus sind die Auswirkungen der Erholung von LCD-Panels auch weit-weitreichend, nicht nur für Panelhersteller, sondern auch für Upstream-Ausrüstungsunternehmen.
LGD China's OLED factory sales target in 2021 will double. As of now, LGD is the world's only large-scale OLED supplier. According to RUNTO data, in 2020, global OLED panel shipments will be 4.4 million.
LGD's 8.5-generation OLED production line in Guangzhou, China was completed in August 2019. Due to material changes and the impact of the COVID-19 epidemic, the production schedule has been postponed until July 2020 before mass production. The initial production capacity is 60K pieces/month. The plant's sales in 2020 will be 1.25 trillion won, and the current net profit will be 57 billion won. Looking at LGD as a whole, according to data from the South Korean survey agency UBI Research, the sales of LGD full-size OLEDs in 2020 will be US6.87 billion, which is nearly twice that of 2019.
Im Jahr 2021 soll der Umsatz der OLED-Fabrik in Guangzhou gegenüber dem Vorjahr deutlich steigen. In Bezug auf die Produktionskapazität wird eine zusätzliche Investition von 30.000 Motherboards erwartet. Wenn dies der Fall ist, wird es die Größenordnung von 70 bis 80.000 Stück pro Monat der Paju-Fabrik in Südkorea überschreiten. Eine grobe Berechnung ist, dass der Umsatz voraussichtlich um mehr als das Zweifache steigen wird. Gleichzeitig kann davon ausgegangen werden, dass im Jahr 2021 die Lieferung von großen- OLED-Panels von LGD 8 bis 8,5 Millionen erreichen wird.
Darüber hinaus plant LGD auch die Produktion von Kunststoff-OLED (POLED) zur Belieferung deutscher Autohersteller.
Samsung Display joined the OLED, and the market atmosphere became tense. Samsung Display announced the QD OLED business in 2019. Its technical principle is that blue organic matter is the light source, and the image is purified through red and green QD quantum dot filters. This is different from LGD's white OLED.
Samsung Display is successively converting its production line from LCD to OLED. After L7-1, L8-1 was renamed "Q1" of the large-size QD OLED production line. Since the end of last year, L8-1 has stopped producing LCDs, and the investment in the G8.5 production line in South Korea has been reduced from 178K in December to 63K in January. Q1 has entered trial operation, and the goal is to achieve mass production in the second half of 2021. RUNTO believes that the time for Samsung Display to achieve mass production of QD OLED is most likely in the fourth quarter. But in the future, L8-2 may also become a QD OLED production line.
The original plan of L7-2 was to stop operation and replace the equipment from this year, but the schedule was postponed due to VD's additional production requirements. If LCD supply and price changes stabilize, L7-2 may become an OLED factory like A4.
In return for delaying the closure of the LCD business, VD has agreed to use Samsung Display's QD OLED panels to produce TVs. At the same time, Sony, TCL, etc. also received QD-OLED samples. The 65-inch and 32-inch panels may be used by Sony and Samsung Electronics VD respectively.
For QD OLED, not only display performance, but also the initial yield and price must compete with LGD's WOLED.
In addition, in terms of small size, due to the US sanctions imposed on the customer Huawei Rigid OLED, Samsung Display's operating rate has dropped. But with the increase in demand for computers, etc., it is expected that these demands will be offset. In response to demand, Samsung Display is discussing investing in the "Rigid OLED production line" of the A4 plant in the Asan plant in Chungnam. In 2021, OLED panels for notebook computers will launch more than 10 types of products, and it is expected to start supplying OLEDs for Apple iPad in 2022.
JOLED nutzt ein differenzierteres Tintenstrahldruckverfahren JOLED, das von Unternehmen wie Sony und Panasonic gegründet wurde, entwickelt Tintenstrahldruckverfahren. Gegenüber dem Aufdampfverfahren bietet das Inkjet-Verfahren potenzielle Preis- und Effizienzvorteile.
JOLED's OLED factory was completed in 2019. In 2020, Chinese panel supplier China Star Optoelectronics (CSOT) decided to invest 20 billion yen and obtain 11 percent of the shares. JOLED, which had been difficult to normalize its business due to financial difficulties, received strong support.
While OLED panels are cheaper, the quality is expected to improve. According to LGD's status quo and plans, RUNTO predicts that by 2025, global TV OLED panel shipments will exceed 12 million. However, with the addition of Samsung Display, JOLED, BOE, CSOT, etc., as well as changes in the market's evaluation of QD OLED products, the market growth rate of large-size OLED panels will also change accordingly. Shipment forecast.
The OLED TV camp has grown bigger and bigger. Starting with LG Electronics, China's Skyworth, Changhong, Konka, Hisense, Huawei, Xiaomi, Japan's Sony, Sharp, Panasonic, Toshiba, Funai, Europe's Metz, Philips, Grundig, Loewe, BO, US Vizio, etc. at least 18 Brand companies are producing OLED TVs.
Aus der Perspektive der technologischen Industrialisierung und Markenbeteiligung ist OLED in der Tat die wahrscheinlichste Technologie, um LCD vollständig zu ersetzen. RUNTO prognostiziert, dass die weltweiten Auslieferungen von OLED-TVs im Jahr 2021 6 Millionen Einheiten erreichen werden, was einer Steigerung -im Vergleich zum-Jahr um 71 % entspricht .
Darüber hinaus werden die Preise sinken und die Qualität steigen, wenn die Hersteller von großen- OLED-Panels zunehmen, und TV-Markenunternehmen werden eher OLED übernehmen.
