Industry News

Apple OLED Display Panel Factory And Touch Factory And Then Shuffle



Apple mobile phone iPhoneX organic light-emitting diode (OLED), driven by market trends, although AUO and other panel makers said that due to high cost, temporarily building mobile phone OLED panel plant, but Chen Hong and other touch panel factory is looking for plug-in Touch business opportunities.


"The new panel of OLED panel production is too high, but the touch panel factory does not have to spend a lot of money to build a new production line, the key is to be able to fight to the OLED panel plug-in touch panel orders The


AUO photoelectric (2409) not long ago in the 2017 wisdom show and touch show that AUO at this stage the first wisdom of investment, whether it is a new LCD display panel (hosted-news) of the 10.5 generation plant, or OLED panel plant, The amount of investment is huge, and the payback period is too long, will not be considered at present.


However, the touch panel factory Chen Hong (3673), industry into (6456) have also expressed in the legal person briefing, looking forward to the OLED panel plug-in touch module business opportunities.


Fan Bo Yu analysis, to AUO, Qunchuang (3481) and other display panel factory situation, to build a new production of mobile phone OLED panel production line, the cost is indeed too high, technically not short-term can do; but the touch Control panel factory, the OLED display panel plug-in touch panel, even because the display panel from the hosted-news panel into OLED panel, touch panel and OLED fit, difficulty, the cost is only slightly improved.


He is confident that Taiwan's display panel plant is dedicated to the hosted-news panel line, producing only a small number of OLED panels for wearable devices, rather than creating OLED panels for mobile phones. In addition to the main cost considerations, there is another reason Can not keep up with Korean factory progress.


He said that South Korea's Samsung monitor is currently the only production of OLED mobile phone panel manufacturers, and the supply group's own brand Samsung mobile phone for many years, but also Apple's iPhoneX only OLED panel suppliers; other panel manufacturers only a small amount of production OLED mobile phone panel The


He believes that the production of TV with OLED panel of the LG Display (LGD), have the opportunity to supply Apple's OLED panel next year, followed by the Japanese display company (JDI) is expected to follow up, and then is closely related with Apple Of the Hon Hai Group, through Sharp's new OLED panel production line supply.


Mainland China panel factory, Fan Bo Yu do not deny that BOE, Pegasus have the opportunity to mass production OLED mobile phone panel, the supply of mainland China brand mobile phone.


Fan Bo Yu explained that Apple iPhone8 before the models are LCD panel, since the iPhone5 to change the embedded touch panel, the production of plug-in touch panel Chen Hong will no longer supply touch panel, can only fit the protection of the outside Cover, but the iPhone6s new 3D pressure sensing touch function, Chen Hong began to fit the 3D pressure sensing module; in Chen Hong after the addition of Apple touch supply industry is also engaged in the same fit business.


He stressed that iPhoneX uses OLED panel, because the plastic material to the current technical level considerations, but also by the production of OLED display panel Samsung display company, exclusive supply external touch panel, Chen Hong, industry into Or can only provide 3D pressure sensing module of the fit service. Therefore, the two companies are looking forward to the future of Apple can release the plug-in touch panel business.


Taiwan has two Apple touch panel suppliers, Chen Hong (3673), industry into (6456), but experts say that the two manufacturers only provide iPhone touch module which 3D sensing module fit service, and then Chen Hong supply touch sensor is different.


Chiba Technology is the first Apple touch panel suppliers, in addition to providing touch sensors, but also provide touch module fit service, and later Apple to increase the first two Touch panel suppliers win, until the iPhone4 are the two manufacturers supply touch panel, but also iPad touch panel suppliers.


Qiuyu Bin pointed out that Apple iPhone5 using embedded touch panel, Chen Hong, Shenghua production plug-in touch panel manufacturers, can only be forced to exit; Shenghua then more due to financial crisis, and then cut off.


He explained that the current Apple touch panel supply chain Chen Hong, industry into, in fact, are not supply touch panel, but since the iPhone6s start, Apple in the embedded touch module, the new 3D pressure sensing touch Control function, this new feature needs to add a very thin module, by the Japanese supply of 3D pressure sensing touch sensor, the module of the paste from the Taiwan factory Chen Hong, industry into responsibility.


He analyzed, starting from the iPhone6s, touch panel module which added 3D pressure sensing module, the sensor is plated on the film, and this thin module fit work, that is, by Chen Hong, industry Become responsible.


Qiu Yubin said, iPhoneX modified organic light-emitting diode (OLED) panel, although the touch sensor and back to the plug-in touch panel, but the current production by the OLED panel Samsung direct supply; and Taiwan factory Chen Hong, industry into Or is responsible for 3D pressure sensing touch module fit.


Apple iPhoneX using AMOLED screen, coupled with a number of TV manufacturers to launch AMOLED TV, market regulator FujiChimeraResearch estimates that 2022 global AMOLED panel market size will reach 4.61 trillion yen (about 41.36 billion US dollars), about 2016 three times. AUO and Qunchong are mainly affected by the wearing device used by the AMOLED screen.


AMOLED market is currently exclusive by the Korean factory, AUO to ship smart watches and other wearing device products, such as the global round of the OLED smart watches, almost all use AUO's OLED panel, as the group's OLED screen, In the end of 2017 to 2018 began shipping, and also to wear the main wear device.


Fuji said that if divided into large-scale TV OLED panel, and mobile phones with small and medium-sized OLED panels, 2022 market revenue scale is small and medium-sized OLED panels larger, up to 3.852 trillion yen, is 2016 years 2.8 times; Large panels increased by 4.7 times over the same period, to 761.7 billion yen.


According to the report, OLED TV shipments in 2022 will reach 11 million units, is 2016 12.9 times; OLED panel production capacity is still less than LCD panels, OLED TV bias high-end areas, low-end TV market still To LCD TV-based.


In contrast, mobile phone OLED panel with LCD panel will face the intersection in 2019, OLED panel will be the market size will reach 2.59 trillion yen, more than the LCD panel 2.44 trillion yen, high-end smart phone OLED Trend difficult to block.


Large and small and medium-sized panel market growth rate difference, mainly in the current OLED panel market by the South Korean manufacturers oligopoly, 2016 OLED panel phone to Samsung-based, OLED TV Zeyi Jin display as the most important, after 2017 the proportion of other manufacturers before Will increase.


Suitable for small and medium-sized OLED panel applications, evaporation technology, even if the Japanese display (JDI), Sharp and land factory intends to invest, but the short term is still difficult to shake Samsung's production capacity; However, large OLED panel printing technology, the end of 2017 Will be JDI and JOLED mass production and provide authorization to help expand the global OLED panel production capacity.


Attached: Apple iPhone X drive AMOLED market size will be increased by three times


Apple iPhoneX using AMOLED screen, coupled with a number of TV manufacturers to launch AMOLED TV, market regulator FujiChimeraResearch estimates that 2022 global AMOLED panel market size will reach 4.61 trillion yen (about 41.36 billion US dollars), about 2016 three times. AUO and Qunchong are mainly affected by the wearing device used by the AMOLED screen.


AMOLED market is currently exclusive by the Korean factory, AUO to ship smart watches and other wearing device products, such as the global round of the OLED smart watches, almost all use AUO's OLED panel, as the group's OLED screen, In the end of 2017 to 2018 began shipping, and also to wear the main wear device.


Fuji said that if divided into large-scale TV OLED panel, and mobile phones with small and medium-sized OLED panels, 2022 market revenue scale is small and medium-sized OLED panels larger, up to 3.852 trillion yen, is 2016 years 2.8 times; Large panels increased by 4.7 times over the same period, to 761.7 billion yen.


According to the report, OLED TV shipments in 2022 will reach 11 million units, is 2016 12.9 times; OLED panel production capacity is still less than LCD panels, OLED TV bias high-end areas, low-end TV market still To LCD TV-based.


In contrast, mobile phone OLED panel with LCD panel will face the intersection in 2019, OLED panel will be the market size will reach 2.59 trillion yen, more than the LCD panel 2.44 trillion yen, high-end smart phone OLED Trend difficult to block.


Large and small and medium-sized panel market growth rate difference, mainly in the current OLED panel market by the South Korean manufacturers oligopoly, 2016 OLED panel phone to Samsung-based, OLED TV Zeyi Jin display as the most important, after 2017 the proportion of other manufacturers before Will increase.


Suitable for small and medium-sized OLED panel applications, evaporation technology, even if the Japanese display (JDI), Sharp and land factory intends to invest, but the short term is still difficult to shake Samsung's production capacity; However, large OLED panel printing technology, the end of 2017 Will be JDI and JOLED mass production and provide authorization to help expand the global OLED panel production capacity.


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