OLED cov cuab yeej technology muaj cov yam ntxwv ntawm kev tswj tus kheej, kev saib zoo, kev sib txuam siab, kev ua kom siab, hnyav, hnyav tuab, xim xim, txheej txheem yooj yim, thiab yog ib tug neeg sawv cev ntawm kev siv technology.
Raws li txoj kev tsav tsheb, OLED muab faib ua tsav (AMOLED) thiab passive tsav (PMOLED). Txhua pixel ntawm AMOLED yog nruab nrog TFT (Thin Film Transistor) nrog kev hloov. Kev tsav tsheb ntawm AMOLED yog qhov yooj yim ua kom pom kev siab, kev siab, kev ua haujlwm siab, thiab qis zog. Cov qauv kab no tau siv ntau hauv cov khoom siv hluav taws xob; PMOLED muaj cov qauv yooj yooj yim thiab yooj yim txheej txheem. Nws tuaj yeem ua rau txo cov kev tsim khoom thiab cov lus teb. Nws muaj kev loj hlob zoo tshaj plaws rau kev tso saib cov khoom siv yooj yim. Txawm li cas los xij, PMOLEDs yuav muaj hwj huam loj thiab ntev neej yog hais tias lawv yuav raug siv rau cov kev siv loj dua. Qhov teeb meem ntawm txo yog tsis haum rau cov loj-loj thiab high-resolution panels, thiab qhov khoom loj tam sim no tsuas yog siv li ntawm 5 ntiv.
Hauv ob lub xyoos dhau los, vim yog lub zog, kev txuag hluav taws xob, kev yooj yim ntawm kev siv cov mos muag, thiab kev muaj peev xwm hloov tau ntau yam ntawm cov qauv kev siv, AMOLED cov lus muaj attracted ntau sab hauv thiab sab nraum qhov kev lag luam. Piv nrog cov peev ntawm AMOLED los yog cov transformation ntawm ib txoj kab ntau lawm uas yuav tsum tau ntau tshaj 10 naiskhu peev, cov peev ntawm tib PMOLED cov kab ntau lawm tsuas yog txog 200 lab yuan xwb. PMOLED technology yog ib qho tseem ceeb heev rau kev txiav txim siab me me thiab me me. Raws li qhov tsim nyog tau txais khoom zoo, PMOLED tuaj yeem ua tau raws li cov AMOLED ua tsis tau tiav, los yog nws muaj peev xwm ua tau zoo ib yam li tus nqi AMOLED, thiab nws cov peev nyiaj. Nqi-ua tau zoo tsis tuaj yeem lees paub.
Txoj kev ua lag luam PMOLED yog qhov yooj yim thiab yooj yim dua
PMOLED nws tus kheej muaj ib cov qauv yooj yim, nws txoj kev ua neej tsis yog nyuaj, cov kab ntau lawm tsis nyob hauv thaj tsam loj, thiab cov kab ntau lawm muaj kev kawm siab ntawm automation. PMOLED tso cov txheej txheem tsim muaj cov khoom noj khoom haus, kev npaj OLED thiab pawg sib koom ua ke.
Daim 1: PMOLED tso cov txheej txheem ntau lawm
Downstream thov rau PMOLED segmented khoom nyob rau hauv 2018
Source: Forward-looking Industry Research Lub koom haum
PMOLED cov ntaub ntawv tseem ceeb yog nyob ntawm cov kev tuaj ua ke, accounting rau ib feem ntau ntawm cov nqi
Cov ntaub ntawv tseem ceeb hauv cov khoom siv hauv cov khoom PMOLED yog ITO iav, organic light-emitting khoom, khoom noj khoom haus, IC, FPC, polarizer, UV kua nplaum, etc. Ntawm lawv, IC cov nqi rau feem ntau, 40%, thiab cov organic luminescent cov ntaub ntawv nqi rau qhov chaw saum toj kawg nkaus. Qhov thib ob, ncav 15%, qhov tseem ceeb yog vim tias IC thiab cov organic teeb ci-emitting cov ntaub ntawv cia siab rau ntawm cov khoom xa tuaj.
Chart 2: Khoom Nqi ntawm PMOLED Cov lus qhia hauv xyoo 2017
Downstream thov rau PMOLED segmented khoom nyob rau hauv 2018
Source: Forward-looking Industry Research Lub koom haum
PMOLED cov khoom muaj ntau hom kev siv thiab muaj peev xwm ua tau zoo rau kev siv cov kev nqes ntaum
Cov kev siv PMOLED muaj xws li ntse watches, cov khoom siv tsav tsheb, cov khoom siv hauv tsev, cov xov tooj txawb lub xov tooj, thiab cov khoom siv hauv chaw ua haujlwm. Kev ua lag luam rau cov khoom siv khoom uas sawv cev ntawm lub tsheb, kev tswj kev lag luam thiab kev pab kho mob tau nce zuj zus. Nyob rau hauv lub tsheb-tsheb, raws li qhov kev thov rau kev tsav tsheb nyab xeeb, navigation, thiab tsheb lom ze ua rau ntau yam xov xwm ntxiv uas yuav tsum tau nthuav tawm, zoo li lub tswv yim ntawm cov neeg ua haujlwm kom nce nqi ntxiv ntawm cov khoom, qhov kev lag luam onboard tau loj hlob sai heev. Nyob rau hauv cov nqe lus ntawm industrial tswj zaub, nrog nce nyob rau hauv cov nqi zog, nce nyob rau hauv kev ruaj ntseg raws, thiab kev loj hlob sai ntawm industrial automation, industrial tswj cov khoom tau khaws cia sai kev loj hlob. Kev xav txog kev kho mob, raws li cov laus cov pejxeem ua rau cov kev pabcuam kev khomob tsis zoo thiab kev txhim kho ntawm kev kho mob, qhov kev kho mob kev lag luam muaj kev zoo rau kev loj hlob. Lwm qhov chaw, suav nrog cov duab tshwj xeeb (aviation, navigation), ntse hauv tsev thiab lwm yam kev lag luam kuj nce zuj zus.
Daim 3: PMOLED khoom khoom ntawv thov kev pab xaus ntawv
Downstream thov rau PMOLED segmented khoom nyob rau hauv 2018
Source: Forward-looking Industry Research Lub koom haum
Cov lag luam concentration ntawm PMOLED yog siab, thiab lub lag luam qhia tawm ntawm plaub lub tuam txhab loj tshaj plaws ntawm tuam txhab tso nyiaj rau txog 100%
Daim duab PMOLED muaj plaub lub tuam txhab tseem ceeb nyob rau hauv kev ua lag luam, nrog txhua xyoo cov nyiaj tau los ntawm RMB 1.5 billion. Tshaj tawm coob tshaj plaws ntawm kev ua lag luam nyob hauv Taiwan yog Min Bao Technology thiab Zhi Jing Optoelectronics. Lawv cov nyiaj tau los siv ua haujlwm rau 33% thiab 30%, feem. Ua raws li Kunshan Visionox thiab Tshooj Plaub Nrhav hauv Teb Chaws Asmeskas, cov nyiaj tau los ua hauj lwm yog 25% thiab 12%, feem ntau.
Chart 4: Kev sib koom ua lag luam ntawm cov khoom loj hauv PMOLED hauv xyoo 2017 (los ntawm kev khiav hauj lwm cov nyiaj tau los)
Downstream thov rau PMOLED segmented khoom nyob rau hauv 2018
Source: Forward-looking Industry Research Lub koom haum
Peb lub Giants muaj ib qhov paj npoo tag nrho ntawm 25%, thiab Zhijing Optoelectronics muaj ntau tshaj paj tag nrho
Nyob rau hauv 2014-2017, cov kev lag luam PMOLED nyiaj dhau los yog kwv yees li 20%. Nyob rau hauv 2017, tag nrho cov npoo ntawm kev lag luam ua dhau 25%, thiab qhov ntau tshaj qhov paj ntawm cov lag luam hauv domestic yog Taiwan's Zhijing Optoelectronics, uas muaj ib qho paj tag nrho ntawm 31%. Cov paj ntaub ntawm Visco Tuam Tshoj thiab Lanbao Technology yog kwv yees li 25%.
Chart 5: Kev sib piv ntawm cov kev lag luam PMOLED nyiaj dhau los ntawm xyoo 2017
Downstream thov rau PMOLED segmented khoom nyob rau hauv 2018
