On March 16, according to data released by market research company IHS Markit, in the fourth quarter of 2019, Samsung won the throne of the global smartphone OLED panel with an 81.2% market share, and LG Display broke through double digits for the first time, reaching 10.8%, domestic manufacturer BOE has dropped for two consecutive quarters since the second quarter of 2019, and accounted for 1.6% in the fourth quarter; Visionox increased from 1.4% in the third quarter to 4.1%.
OLED mobile phone screens are the trend
In the field of OLED smartphone screens, it is almost the world of Korean panel factories, and Samsung is the absolute overlord. In fact, as early as 2000, Samsung had established an OLED project team, and it was upgraded to an OLED business unit in 2003;
There are about 20 panel companies around the world who have studied OLED, but in the end they were forced to give up because of the high cost and short lifespan of OLED panels, and the Samsung family insisted. In October 2007, Samsung OLED screen mass production, Samsung used the mass-produced OLED screen on its own Galaxy series mobile phones, because the OLED screen life is short, easy to burn the screen, the market feedback is not good. In 2010, Samsung solved the many problems of OLED, and with the increase of shipments of Galaxy series mobile phones, Samsung’s OLED screen began to be on the right track. With the launch of the 10th anniversary of Apple’s high-end mobile phone iPhoneX in 2017, Samsung’s OLED screen was used. Since then, Apple has started OLED in high-end series of mobile phones.
It is reported that the price of this screen provided by Samsung is as high as $70, which is basically twice the price of the LCD screen used in the previous iPhone. Domestic local mobile phone manufacturers, OPPO and Vivo, were the first to firmly use OLED. On their main models, the R series and X series, they have already used OLED screens. Huawei’s flagship mobile phone Mate Pro and P30 Pro also use OLED screens, and Xiaomi has used OLED screens on all digital flagship phones since the Mi 8 in 2018.
There is no doubt that OLED has been regarded by the industry as the future development direction of the screen due to its high contrast, high color gamut, high response speed imaging advantages, and unique advantages such as ultra-thin, low power consumption, and flexibility. According to CINNO Research’s domestic mobile phone sales data, there are about 140 million OLED smartphones in the domestic market in 2019, of which OPPO’s OLED smartphone sales are about 40.5 million, with a market share of 29.6%, ranking first.
Domestic mobile phone manufacturers led by Huawei, OPPO, Vivo and Xiaomi have adopted OLED panels in their mid-range mobile phone products, which will also find a reason for the increase in demand for OLED mobile phone screens.
South Korean manufacturers monopolize, how can local Chinese manufacturers break through?
Samsung’s high monopoly was broken as Apple established LGC as a new supplier of OLED panels for iPhones. According to IHS Market data, thanks to Apple’s orders, in the fourth quarter of 2019, the global market share of LGD smartphone OLED screens exceeded 10%, reaching 10.8%. In addition, Samsung’s market share is still as high as 81.2%, the combined market share of the two up to 92%. IHS Market predicts that by 2023, the total global mobile phone OLED screen shipments will increase to 825 million. On the one hand, it is a high-potential market, and on the other hand, it is a high degree of monopoly. On the track of small and medium-sized OLED panels, how can Chinese panel manufacturers break through? .
At the end of 2017, BOE’s first small and medium-sized OLED panel production line was successfully put into production, and in the fourth quarter of 2018, it began to supply OLED panels for Huawei Mate20 Pro. Since then, BOE has started the expansion road after the first small and medium-sized OLED panel production line was put into operation, and it has successively built three small and medium-sized OLED panel production lines. OLED panel manufacturer.
BOE has successfully entered the supply chain of Huawei’s flagship machines, and it is also reported that it will supply OLED screens for the iPhone in 2021. In addition, Visionox, which provides OLED screens for Xiaomi, has three AMOLED production lines and one AMOLED module production line. Among them, two AMOLED production lines have been put into production, with a cumulative production capacity of 45K/about, and a cumulative investment of 37.5 billion yuan. Looking at the global OLED supply market, Korean manufacturers are in a dominant position, but manufacturers represented by BOE are struggling to catch up.
IHS Market also predicts that in the next few years, although South Korea will still have a high OLED market share, domestic growth and investment will increase rapidly, and China’s OLED display production capacity will account for 28% of global production capacity by 2020. Around the world, it has become the second largest supplier of OLED displays in the world.