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Company News >> Who will lead the market for collapsible OLED panels? 6th,Dec,2018

Since Apple launched its OLED mobile phone last year, the foldable OLED panel has become the new favorite of future mobile phones. The research institute pointed out that although South Korea's Samsung and China panel manufacturers have developed foldable OLED panels, Taiwanese manufacturers have not invested.

The Optoelectronics Technology Industry Association (PIDA) pointed out that Samsung is pushing smart phones with foldable OLED panels, follow-up mobile phone brands in mainland China, and adopting foldable OLED panels made by Chinese local panel makers.

In addition, there are also reports that LG Display is currently working with several manufacturers such as Xiaomi and Lenovo to develop folding screen phones. After the development, the folding screens of these manufacturers will be supplied by LG.

Jerry Kang, senior principal analyst at IHS Markit Display Research, pointed out that "Since the traditional smartphone market is saturated, smartphone brand manufacturers are already trying to give innovative designs to smartphones. Foldable AMOLED panels are considered to be the most attractive at present. The shape design of the difference advantage."

However, Taiwan panel makers AUO and Innolux believe that although they have OLED panel production technology, the cost of building a new production line for OLED panels is too high. AUO used to be blunt in the 2018 smart display and touch exhibition. AUO only used The experimental line produces an OLED smart watch panel.

AUO and Innolux have previously stressed that the cost of building OLED panel production line is too high. The next product of Taiwan panel factory should start from the LCD panel with mini LED backlight, and then enter the difficulty. High micro-LED (Micro LED) panel market.

The Optoelectronics Technology Industry Association said that panel makers have actually applied the foldable panel technology to mobile phone panels. Samsung Electronics uses a foldable OLED panel for the Samsung Galaxy series of mobile phones. The panel is 7 inches. The size of the product is almost the size of a small tablet. It is slightly thicker than a normal smartphone when folded. The folding direction is "inside folding" and the panel is turned inward.

The Optoelectronics Technology Industry Association pointed out that this panel was hand-produced by Samsung Display Co., Ltd., a subsidiary of Samsung Electronics Co., Ltd., and was implemented by A3, which specializes in producing flexible OLED panels. The recent monthly output is about 110,000.

Optoelectronics Technology Industry Association said that China's OLED panel factory Rouyu also launched its own brand of folding OLED mobile phone FlexPai, using its own production of 7.8-inch foldable OLED panel, known as folding 200,000 times.

Due to the low demand for traditional flexible AMOLED panels, suppliers expect smartphone brands to introduce foldable devices as early as possible. With a more optimistic attitude, some manufacturers are even considering investing in new factories to produce foldable AMOLED panels.

According to IHS Markit "AMOLED & Flexible Display Information Service", in the fourth quarter of 2019, the supply capacity of flexible AMOLED panels will account for more than half of the total capacity of AMOLED.