Domestic OLED Panel Industry Rises Terminal Brand Joint Development

The complex and changeable environment in 2022 has not changed the trend of the continued rise of China's display industry. Following its dominance in the field of liquid crystal panels, the domestic OLED panel industry is also growing rapidly and has become a new force that cannot be ignored.

In recent years, as one of the leading products in the field of consumer electronics, the technology of the display screen of the smartphone has advanced by leaps and bounds. The penetration rate of thin, flexible, foldable, and colorful OLED panels continues to increase. In the past, overseas companies once occupied more than 95% of the global flexible OLED mobile phone panel market. Now the rise of Chinese companies has rewritten the original industry pattern.

Among several domestic panel companies, Tianma, which has been in the display field for the longest time, has become the backbone of domestic panel companies after nearly 40 years of development. While consolidating its status as the world's largest supplier of LTPS (low temperature polysilicon) mobile phone screens, Chinese technology company Tianma is also accelerating the development of its OLED business. 6th generation flexible OLED panel production line.

Domestic panel companies such as Tianma and BOE have established special teams to make research breakthroughs in key OLED materials, and jointly develop with key OLED materials and equipment manufacturers to further enhance product competitiveness. On the one hand, it drives the agglomeration effect of the local OLED raw material and equipment industries, reducing the potential risks caused by the instability of the international supply chain; on the other hand, it promotes the layout of the entire OLED industry chain and promotes the structural structure of the supply side of China's manufacturing industry. reform.

At present, the cooperation between domestic panel enterprises and domestic mobile phone brands is very close, and both are promoting the mode of joint development. Mobile phone brands provide more detailed consumer needs, supplemented by the more professional R&D strength of panel companies, to create an innovative platform integrating equipment, materials, and technology verification, realize direct cooperation between the two parties on the R&D platform, and rapidly promote R&D collaboration and technology. Iteratively, jointly promote the commercial mass production of new technology products, so that consumers can enjoy high-quality products at a lower cost. This year, domestic mobile phones have also launched more styles and more cost-effective foldable mobile phones.

Regarding the localization of raw materials that investors are concerned about, the localization rate of LCD raw materials is relatively high at present. However, in the layout of the core raw materials and key equipment upstream of AMOLED, foreign suppliers still have a strong right to speak, and the localization rate still needs to be improved. time. It is believed that with the continuous development of the display industry chain and the maturity of AMOLED display technology, the quality and capability of domestic key raw materials and equipment will continue to improve, and the localization rate of AMOLED raw materials will usher in a qualitative improvement.