[global network reporter Wang Huan], according to "Japanese economic news" reported in July 11th, Chinese companies will start a lot of production of smart phones with organic EL panels. In May, China's only reliance on steady mass production experience showed that it launched the most sophisticated plant in Hebei province. BOE Technology Group (BOE) will also build 10 factories in the next 3 years, and the investment of each factory will reach about 500 billion yen. Although Samsung Electronics has 9 components in the field of smart EL panels, Chinese companies will catch up with them.
In May 17th, a new EL panel factory built in Guan, Langfang, Hebei, was put into operation. When the plant is on track, the annual capacity will reach 60 million smart phone panels.
The factory received subsidies from local governments, with a total investment of 26 billion 200 million yuan. After repeated trial production, the plant will achieve mass production in 2019. Huang Xiuqi, vice president of vicignal, confidently claims that the company has 6000 technical personnel and (organic EL) patents, and has the ability to rapidly launch mass production.
Visa is a professional enterprise in the field of organic EL panel. The predecessor was the organic EL project set up by Tsinghua University in 1996. Although it was not established until 2001, its independent factory in Suzhou, Jiangsu, successfully realized the stable production of the organic EL panel and supplied them to OPPO and other enterprises.
Guan is a high-tech industrial development zone where the new factory is located. In the surrounding vast fields, real estate developers, Huaxia's happy base industry, built a new house in a few years, forming a city with a huge artificial lake.
The technology is listed on the Shenzhen stock exchange, and the management right of its affiliated company "visa technology" is mastered by the king literature of the Chinese happiness base. Wang Wenxue hopes to build Guan as the core base of China's new generation of industry by building the EL panel factory in Guan. The new plant covers an area of 1 kilometers long.
The company has acquired about 3500 patents related to organic EL. In the new technology exhibition room of the new factory, the smart EL and the curved car panel with organic panels are displayed, showing the strength of technology.
Industry related people said that by recruiting a large number of technicians from Samsung Electronics and Taiwan enterprises, visa improved the design and production experience and realized the stable production of organic EL before Beijing Orient. With the help of local governments, China's organic EL enterprises will start production in all parts of the country in comparison with the momentum of the previous LCD panel.
BOE launched an organic EL panel factory in Chengdu, Sichuan Province in 2017. In the case that the factory has not achieved stable production, a new 500 billion yen scale plant has been built, including the Mianyang factory in Mianyang, Sichuan, which is scheduled to be put into operation in 2019, and the operation of the Chongqing factory in 2020. BOE is the world's largest supplier of LCD panels in the world, and its executives confidently say that "capacity growth in organic EL is also increasing."
In addition, TCL group's Huaxing Optoelectronics (CSOT) is also building the same factory in Wuhan, Hubei province. Tianma microelectronics, which acquired the Japanese NEC panel, will also promote mass production in Wuhan.
With the ample funds of local governments, Chinese enterprises have been investing a lot of plans. Compared with LCD panels, organic EL panels are more difficult to establish production technology. It is still uncertain whether Chinese enterprises can control the rate of good quality at the same level as that of Samsung. "Samsung has successfully kept the secrecy of the organic EL technology, and the technology gap may not be reduced easily," said the Japanese technical staff, who was in charge of the technology development of Samsung Electronics.
The existence of oversupply risk
As the sales of apple iPhone X, which uses organic EL panels, is sluggish, the transition from liquid crystal to organic EL is stagnant. The demand for organic EL is expected to be lower than expected. As the new factories of Chinese enterprises are put into production, the risk of oversupply of organic EL panels is getting higher and higher. However, unlike the LCD panel, the organic EL panel can be curved. The extent to which vehicle usage can be expanded will become the key to the popularity of organic EL panels.
The survey company Display Supply Chain Consultants (DSCC) data shows that the demand for the supply and demand of organic EL panel in 2022 is expected to be 1 billion 60 million, and the supply is up to 1 billion 240 million. In the medium term, the market will remain oversupply.
In terms of smart phones, Samsung Electronics, which has more than 300 million capacity, has decided to reduce investment plans. Ouyang Zhongcan, a researcher at the Chinese Academy of Sciences, pointed out that there were a lot of emerging panel manufacturers lacking technical strength, and on this basis that 9 of the investment in the new project was undertaken by local governments. If it fails, it will bring disaster to the public and alarm the overinvestment.
However, the organic EL can be bent, and the shape of the panel has higher degree of freedom. It is hoped that the durability of organic EL will be enhanced and the use will be extended to the field of vehicle that needs reliability.
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