Txawm hais tias South Kauslim lub Samsung thiab LG Display tam sim no dominate lub ntiaj teb OLED panel ua lag luam, Suav ncaj vaj huam sib luag manufacturers xws li BOE, Guoxing Optoelectronics (CSOT), Hehui Optoelectronics, Visionox, Xinli Optoelectronics, Tianma Microelectronics, Kunshan Guoxian Optoelectronics thiab Junyu Technology thiab lwm tus neeg tau nkag mus rau hauv lub kev lag luam.
Raws li qhov chaw, nyob rau hauv 2019, raws li ntau thiab ntau OLED vaj huam sib luag khoom pib tsim coj mus muag, Taiwan lub COF (zaj duab xis flip ntim ntim) cov neeg muab khoom lag luam rau cov neeg tsav tsheb OLED, xws li Shan State Technology thiab Nanmao Technology, thiab lwm yam. los ntawm cov saum toj no-hais suav mainland vaj huam sib luag ua.
Raws li cov lus nug, nws tau kwv yees hais tias los ntawm 2020, cov kev lag luam ntawm cov lag luam muaj feem xyuam nrog OLED yuav nce mus txog 43 billion USD, suav txog li ntawm 30% ntawm cov nyiaj tau los ntawm cov lus qhia hauv lub rooj sib tham, thiab nws yuav tsum ncav cuag 50 billion $ US dollars los ntawm 2024. Tam sim no, Taiwanese vaj tse ua lag luam AUO thiab Innolux yog ib qho nyuaj rau kev nqis peev pab rau tsim cov OLED panels. Vaj Huam Sib Luag ua haujlwm uas sib tw nrog Kauslim Factories nyob rau hauv lub neej yav tom ntej yuav yog cov lag luam xws li BOE.
Shan State Technology thiab Nanmao Technology cov ntaub ntawv ntseeg tias COF yuav hloov lub COG (iav khawm nti) technology hauv xyoo 2019, ua qhov txheej txheem ntim rau cov me-loj ntsej muag ntsej muag OLED tsav ICs.
Cov Taiwanese Factories xws li Shan State thiab Nanmao twb tau nquag npaj rau kev sib ntaus sib tua, tos rau lub vaj huam sib luag hauv lub vaj huam sib luag kom ntxiv dag zog rau cov zis ntawm OLED panels. Tsav IC ntim thiab cov neeg muag khoom muag tau hais tias qhov kev soj ntsuam ntawm 2018 kev soj ntsuam yuav yog cov txheej txheem naj npawb zaj duab xis (CHF), uas yog pib rau COF txheej txheem ntawm cov tsav loj loj loj ICs. Nyob rau hauv kev teb rau cov puv npo tsim ntawm cov xov tooj txawb xov tooj, COF yuav maj mam hloov cov tshuaj iav. Tus txheej txheem ntim pob (COG) txheej txheem, thiab cov txheej txheem COF tuaj yeem siv rau kev tsav tsheb ntawm OLED IC.
Rau cov Taiwanese tsav IC ntim thiab kuaj cov lag luam, ntxiv rau TDDI IC thiab LCD tsav IC COF ntim, qhov kev tsim tawm ntawm cov cheeb tsam uas muaj feem xyuam nrog OLED yuav tsum xub sib txuas cov kev sib raug zoo ntawm cov neeg koom nrog mainland. Tam sim no, mainland OLED vaj huam sib luag muaj feem xyuam nrog lub BOE thiab Huaxing. Optoelectronics, Tianma Microelectronics, Hehui Optoelectronics, Tseeb Thoob Ntiaj Teb, Visionox, Kunshan Guoxian, thiab Softwoo Technology yuav txuas ntxiv kom tawg nyob rau hauv lub peev xwm thiab cov ntaub ntawv muaj feem xyuam ntawm cov kab tsim hluav taws xob OLED.
Raws li qhov chaw, cov khoom siv ntawm semiconductor Wah Lee Industrial Expect muag kom loj hlob los ntawm ze li ntawm 20% hauv lub nrab xyoo thib ob raws li kev thov rau cov khoom siv thiab cov khoom siv ntxiv mus txuas ntxiv.
Tsav los ntawm nws txoj kev tsim cov khoom siv hauv Suav teb, Wah Lee cov lag luam hauv kev lag luam hauv OED ntau tshaj 2.5 zaug hauv thawj ib nrab ntawm xyoo 2018, uas qhia tau tias Tuam Tshoj xav tau cov lus nug txog OLED.
