Factory Beijing Dongfang won the Apple OLED order

Factory Beijing Dongfang won the Apple OLED order

Release date: 2017-09-26 Source: Money DJ share:

On September 24, the Nikkei News reported that the Chinese factory BOE ("BOE") Sichuan Chengdu B7 branch is expected to begin mass production of OLED panels for smartphones in early October. In order to be able to produce the finished product at the end of October, the factory BOE will send engineers to station the factory during the eleventh period, and continue to produce in a race against time. The reason why BOE invested in human and material resources on OLED panels is also optimistic about the OLED market. It is hoped that this year's mass production of OLED panels can cooperate with Apple.



OLED



Not only that, BOE executives said that the company is building a new OLED factory in Mianyang, Sichuan, and is expected to start production in 2019. The Mianyang plant is said to supply the OLED panel for the iPhone. According to relevant sources, Apple is investigating BOE technology, and will first use BOE OLED in Apple Watch, and then expand it for iPhone.

At present, the iPhone OLED orders are all eaten by Samsung Electronics. In order to diversify the supply, Apple actively contacts BOE, LGD, Japan Display and shares technology with the above three factories.

Can BOE's technology catch up with OLED leader Samsung Electronics? Foreign OLED experts employed by Chinese factories say that the technology of BOE B7 is comparable to Samsung. BOE has the backing of the Chinese government and its financial resources. The investment amount of Chengdu and Mianyang Plant is as high as RMB 93 billion, which is far better than the Japanese industry and can quickly catch up with the Korean plant.

At present, in the smartphone OLED market , Samsung Electronics is the absolute king, with a market share of 90%. The second is LGD, and BOE ranks behind. The Nikkei News has a positive evaluation of BOE technology, but the Chinese media attitude is more conservative, saying that the technology is still not as good as the Korean factory.

The Global Times reported on the 23rd that the huge demand for OLEDs in the market means that OLED has become a strategic material for Chinese mobile phone manufacturers, attracting Chinese panel makers such as BOE, Huaxing Optoelectronics, and Huiguang. In December last year, Hefei Optoelectronics' 6th generation OLED production line in Shanghai was started. BOE invested in a 6th generation flexible OLED production line in Mianyang, Sichuan. The industry estimates that domestic manufacturers have invested hundreds of billions of yuan in OLED development and production. However, new capacity may not be stable until 2020.

Zhang Baizhe, a professor at Tsinghua University and a liquid crystal display expert, said that although the investment in the Chinese factory is large, OLED technology is more difficult. Samsung has been developing for more than 10 years, and it took at least four or five years to improve the yield. Chinese manufacturers must be fully prepared.


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Tags: OLED, OLED panel, OLED market, OLED technology

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