For LG's panel business, 2018 is bound to be an important node. In the last week of 2017, LG Display (hereinafter referred to as LGD) revealed two news in succession. On December 30, 2017, LGD stated in a regulatory document that it will not supply OLED panels to Apple iPhone X phones this year. This means that in the short term, Samsung will remain the sole supplier of Apple iPhone X mobile phone OLED panels.
As to whether it will provide OLED panels to Apple's iPhone X phones in the future, no decision has yet been made. Just a few days before the publication of the document, LGD confirmed to the “Daily Economic News†reporter that it will build a large-sized OLED panel factory in Guangzhou, and the project has been approved by the Korean government.
In this regard, industry senior observer Liu Buchen told reporters that the two incidents are of little relevance. The failure to become an Apple supplier is because LG is not as competitive as Samsung in the OLED small-size field, and the production line is built to expand in Guangzhou. Own OLED production capacity.
Investment in China is only for large size
In 2017's display industry, OLED is undoubtedly the focus. Among these, Apple's credit is enormous. Japanese investigation agency Yano Institute of Economics recently announced that the investigation report indicated that the adoption of OLED panels on the iPhone X boosted the overall market size of global OLED panels in 2017 to grow by 12.3% to over 474 million pieces, and that Apple’s forecast for future expansion will increase. Using OLED panels, Chinese manufacturers are expected to follow Apple's footsteps, so it is estimated that global OLED panels will increase by 34.1% to 636 million in 2018.
According to the "Securities Daily" report previously, Samsung will provide 180 million to 200 million OLED panels for Apple in 2018, which is an increase from the 50 million purchases made by Samsung to Samsung in 2017. This allows Samsung to consider adding a new factory to handle a large amount of apples. Order. According to the IHS Markit analysis, the total value of 200 million flexible OLED panels is approximately 22 billion US dollars.
Obviously, this time LGD announced that it will not supply OLED panels to Apple's iPhone X handsets this year. It is not a good thing for LG to seize the OLED panel market, but this does not seem to prevent LG from investing in this.
On December 26, 2017, LGD stated that it will build a large-size OLED panel factory in Guangzhou, which is also the first OLED panel production line that LGD has invested overseas. The joint venture project has been approved by the Korean government. In fact, the project was announced by LGD in July 2017. However, due to the Korean government’s consideration of technical confidentiality, the project was previously suspended.
On the one hand, it said that it will not supply OLED panels to Apple. On the other hand, it is actively setting up factories. Then where is LG's OLED market?
"LG and Samsung's technology is not the same, Samsung produces more small-size panels such as mobile phone screens, LG mainly produces large-size screens, and currently dominates the field of OLED large-size screens." Industry veterans in the "daily economy News reporter said in an interview.
For the future of this panel plant's planning, LGD said that the panel plant production line is mainly 8.5 generation LCD industry line, the planned monthly production capacity of 60,000, will be mass production in the second quarter of 2019. In the future, its production of panels will be mainly used for large screens such as televisions and electronic billboards.
In recent years, sales of OLED TVs in China have risen rapidly. According to data statistics of Aowei Cloud, from January to October of 2017, there were 7 months in which the retail sales of OLED TVs increased by more than 100% year-on-year, of which the year-on-year increase was even higher in October. It reached 239%.
But there are also industry insiders believe that the current OLED TV panel penetration is not high, LG wants to narrow the gap between Samsung and Samsung through the demand for television in this area, the difficulty is relatively large.
LG's OLED Panel "Brain-backed"
OLED technology will be widely used in smart phones, VR, wearable devices, televisions, smart cars, etc. The overall market prospects are broad, attracting a large number of manufacturers influx. Judging from the current market, in the field of OLED competition, Chinese and Korean companies have performed more aggressively.
As the world's largest OLED panel supplier, Samsung accounted for 98% of the small and medium-sized OLED panel market. For the layout of OLED, Samsung began to expand its A3 plant in China as early as 2015, and plans to build a new OLED plant “A5†in Korea. In 2017 alone, Samsung took out 8.8 billion U.S. dollars to expand its production capacity and transformed some of its LCD screen factories into organic screen factories.
Similarly, Chinese panel makers are also making full arrangements. In May 2017, BOE’s 6th generation (first domestic) flexible AMOLED production line was formally put into production in Chengdu and was officially released in October 2017. In addition, Huaxing Optoelectronics is also actively promoting the mass production of OLED panels. In addition, some small and medium-sized enterprises such as Hefei Optoelectronics and Rouyu Technology have started to produce OLED panels. The industry expects that by 2020, Chinese panel companies will produce OLED panels to scale, and compete with Samsung in terms of capacity, and Chinese mobile phone brands will receive more domestic OLED panel supplies.
Although LG is also sparing no efforts to lay out OLEDs, Samsung had dominated the field of mobile phone screens before, and a group of Chinese panel makers followed suit. LG said it was "backed by the enemy."
The above-mentioned veteran said that the current market structure is relatively stable, but with the gradual increase in the competitiveness of Chinese panel makers, LG's pressure will increase.
At present, the global panel industry presents a situation where China, Japan and Korea compete for hegemony. The newly added OLED production capacity in recent three years is mainly concentrated in China and South Korea. Market research company IHS Markit predicts that South Korea will continue to have the highest market share in the OLED display market in the next few years. However, China's growth and investment will be the fastest, by 2020 China's OLED display production capacity will occupy about 28% of global production capacity, becoming the world's second largest supplier of OLED display.
At the same time, according to the latest forecast of IHS, by 2022, Chinese panel companies will have approximately 10.7 million square meters of RGB OLED (mainly used in mobile phones, mobile devices, virtual reality, onboard, etc.) production capacity, equivalent to 34% of the global total. . It is understood that LG's market advantage in these areas is not great.
The above-mentioned veteran said that although LG currently dominates the OLED large-size screen field, its panel category is relatively single, mainly for the supply of large-size TVs. In the past two years, the TV industry's sales volume has gradually declined, which LG seizes. The OLED market has greater restrictions. According to another report, LG is about to launch the world's largest OLED panel in order to capture the Ultra HD market.
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