From the development of the mobile terminal panel, with the promotion of rigid AMOLED to flexible AMOLED technology, the industry has formed a flexible AMOLED consensus is the direction of technological development.According to data provided by the Sigmaintell Consulting, in 2016 the global AMOLED shipments grew 40% over the previous year, which is the most important driving force of smart phones, in 2016 AMOLED smartphone shipments of 350 million. Samsung occupy most of the share, Oppo and Vivo accounted for more than 20%, other brands, including HUAWEI, millet, Jin, Meizu also launched a AMOLED screen, even equipped with flexible AMOLED screen mobile phone.
Sigmaintell Consulting analyst Chen Lijuan said, from the supply side, the supply of 2016 AMOLED mobile phone panel is mainly from SDC, accounting for 99%, the flexible AMOLED panel shipments reached more than 50 million films, including the remaining 1%, there are LGD and Hui, Tianma, CIGNA, BOE to achieve 0 breakthrough shipment in 2016. According to our overall AMOLED panel price tracking, high prices in 2016, because the screen is very limited resources, the vast majority of control in the hands of SDC, is a typical seller's market.
In 2016, the global smart mobile phone equipped with about 23% AMOLED of the panel, with the new production line investment panel factory, is expected to 2019, the AMOLED panel penetration will exceed LCD, by 2021, AMOLED intelligent mobile phone penetration rate will reach 64%.
The growth of terminal product AMOLED can not be separated from the whole supply chain. Flexible AMOLED accounted for 14% of the overall AMOLED capacity , Samsung in 2016 has more than 50 million pieces of flexible OLED panel shipments. By 2017, Apple's mobile phone will also join the AMOLED camp, Samsung has more input on the flexible AMOLED, flexible AMOLED mobile phone panel production capacity of up to 30% in 2017. In recent years, panel manufacturers continue to layout in the field of AMOLED, especially in China, BOE, Huaxing Power, Tianma, etc. weixinnuo panel manufacturers are investing in new AMOLED production line.
Chen Lijuan said that by 2020, flexible AMOLED accounted for up to 65% of the entire AMOLED capacity. In the rigid AMOLED, there is no big growth, the main growth from flexible AMOLED. 2017 and 2018 are the fastest growing flexible AMOLED two years. Certainly, this is based on the investment line has been identified to calculate, do not rule out a new production line will continue to invest. 2017, flexible AMOLED production capacity mainly from SDC, by 2018, China's production line has also begun to put into production, production capacity is almost 2 times more than the growth.
From the global AMOLED smartphone panel growth situation, in 2017, mainly from SDC. In 2018, with the production of Chengdu BOE 6 generation AMOLED, the Chinese, AMOLED panel production capacity there is a sign of growth. After 2019, with the increasing number of AMOLED panel production in China, China's AMOLED capacity continues to grow. At the same time, SDC and LGD did not stop the pace of investment. Their production capacity is growing from 2018 to 2021. By 2021, Han's AMOLED still accounted for more than half of global production capacity.
From a technical point of view, smart phone panel technology upgrades, mainly around the three aspects of quality, appearance and function. For a long time, the replacement of mobile technology are micro innovation. The flexible display of AMOLED, to the appearance of mobile phones to bring more possibilities. In 2017, the fixed curvature side bend of AMOLED mobile phone will continue to shine. At the same time, it is expected that by 2018, the folding phone will be officially mass production.
Throughout the history of the development of flexible AMOLED, Samsung's Galaxy Round mobile phone launched in 2013, the curvature is 400R, then do unilateral surface, bilateral surface, quadrilateral surface in 2016, the curvature of the 10R up and down. This represents the flexible AMOLED technology upgrades and breakthroughs. By the end of 2016, Samsung Electronics in the United States to apply for folding mobile phone patents, other manufacturers are also constantly reserve related patents. By the end of 2017, is expected to have a folding phone available, in 2018 can be mass production, folding era officially arrived.
Although the AMOLED market is very hot, but manufacturers must be careful when investing in the current AMOLED market for China's panel factory is the opportunity and risk coexist. Opportunities, mainly in the market demand and investment environment is very good. Risk, the first part of the patent. From the global manufacturers to grasp the patent AMOLED, the Korean SDC and LGD occupy the absolute leading edge. Because Chinese manufacturers started late, in a certain disadvantage in terms of patents. China vendors, BOE patent most reserves. Therefore, the patent barrier is the first Chinese enterprises face a tough battle.
From the point of view of the equipment, whether it is the LCD panel or OLED panel is the core equipment of Japan, South Korea and Europe and the United States monopoly. Under the support of Samsung and LGD, South Korea's equipment manufacturers in recent years in the OLED evaporation and packaging equipment has more and more right to speak. From the material point of view, according to the global top 7 materials suppliers OLED business performance, the upstream material supply is basically by the United States, South Korea, Japan and Germany Chinese monopoly, OLED materials enterprises in the initial stage.
In the field of AMOLED, China panel factory started late, and in 2016 to achieve the realization of photoelectric 5.5FHD AMOLED mobile phone panel production, PPI reached 400, this year, other Chinese panel manufacturers will continue to mass production of 5.5FHD products. But as we see, from the aspects of rate and reliability, there is still a certain gap with South Korea factory. Especially to the flexible AMOLED, compared to the rigid AMOLED, mainly by the substrate from the rigid glass into a flexible PI material, packaging is a thin film packaging. At present, the curvature is fixed, followed by a folding panel, we have a longer distance to catch up. Because the foldable panel requires all materials to achieve flexible characteristics, especially Cover Window, because it has the protection function, and have characteristics of folding, folding and material requirements of its life reliability will be high. Although the domestic rigid AMOLED has begun mass production, flexible products, Chinese manufacturers will encounter more challenges.
Chen Lijuan said, "better tools make for good work ". In the context of the current market, we call on the industry, the first is to understand the industry situation, adjust the pace of investment according to the development of the market; second, although the rapid development of AMOLED, but still want to continue to maintain the competitiveness of LCD, market positioning actively identify AMOLED; third, not only is to invest in the AMOLED panel line, also to increase and improve the OLED industry chain and cultivation, focusing on common development of material, equipment and technology, the development of domestic AMOLED industry chain.