Panel makers continue to make domestic AMOLED or break Samsung monopoly
At the same time, the reporter learned that on December 27th, the foundation of the 4.5th AMOLED Huizhou Project (hereinafter referred to as the Xinli Huizhou Project) of Truly International (00732, HK) was laid. AMOLED is called the next generation display technology and represents the future flat panel display direction. Some people believe that the speed of domestic AMOLED will break Samsung's monopoly on AMOLED technology.
An informed source from the Huizhou Economic Development Bureau told reporters that the Xinli Huizhou project will be constructed in two phases. The first phase will build a 4.5-generation AMOLED production line and an AMOLED national-level R&D center with an investment of about 6 billion yuan. The products of the Xinli Huizhou project are mainly small and medium-sized screens, most of which will be used for mobile phones, and a small amount will be used for car panels.
The BOE Hefei project was put into operation one month ahead of schedule, and is scheduled to be mass-produced in the first half of 2014 with a designed capacity of 90,000 glass substrates per month. In addition to the production of oxide TFT-LCD displays, 2,000 glass substrates per month are also planned for the production of AMOLED new displays. In the BOE Hefei project, the oxide TFT technology adopted is called the key technology for R&D and manufacturing of AMOLED display technology.
According to the reporter's understanding, at present, there are 8 AMOLED panel production lines under construction in China, including Shanghai Tianma under Shenzhen Tianma (000050, SZ), Sichuan Hongshi under Sichuan Changhong (600839, SH), and *ST Rainbow (600707, SH). ) Foshan Rainbow and so on.
At present, domestic AMOLED panels are not only small in size but also small in size. Liu Changzhong, a spokesperson for Sichuan Changhong, told the reporter of "Daily Economic News" that the size of the company's AMOLED panel is about 10 inches, which is mainly used for non-TV products. At present, the amount is still relatively small, and the state of follow-up with domestic counterparts is maintained. .
An industry insider once told reporters that for Samsung, AMOLED is not only a technology, but also a marketing strategy. It gives consumers a concept with a high technical threshold - AMOLED is Samsung, Samsung is AMOLED. At present, the core technology of OLED is mainly controlled by South Korea's Samsung and LG, and South Korea also has an absolute monopoly of AMOLED production.
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