Tom qab muaj kev hloov pauv loj hauv ntiaj teb LCD tsim muaj peev xwm mus rau Tuam Tshoj, cov neeg tsim vaj huam sib luag hauv zos tau nthuav dav mus rau ntau dua - cov khoom lag luam LCD thiab tom ntej - cov khoom lag luam OLED kom tau txais kev sib tw yav tom ntej.
Recently, TCL's multiple LCD production lines have increased the production capacity of small and medium size high value-added IT and vehicle-mounted panels. Section C of guangzhou T9 production line under construction was capped at the end of January, and t5 production line is also accelerating expansion.
"As LCD panel prices continue to fall, panel manufacturers will accelerate the transfer of capacity to higher value-added markets. Boe and TCL Huaxing optoelectronics have deep accumulation in Mini LED, vehicle-mounted display and other relatively high value-added markets." On February 12, CINNO Research senior analyst Liu Yushi told times weekly reporters.
Thaum sib sau ua ke qhov zoo ntawm LCD, OLED, lub cim tiam tom ntej tso saib thev naus laus zis, kuj tau pom tias yog qhov qhib tshiab ntawm kev lag luam los ntawm cov tuam txhab tsim khoom hauv tsev. Cov peev txheej hais tias TCL tab tom nrhiav OLED xaj los ntawm Apple tsis ntev los no, thaum BOE tab tom hloov pauv kev siv theem III cov kab ntau lawm ntawm ITS B12 cog kom yeej OLED xaj tshiab los ntawm Apple.
Thaum Lub Ob Hlis 11, lub sijhawm tus kws tshaj xov xwm Lub Limtiam tau hu rau cov neeg ua haujlwm ntawm tus tuav ntaub ntawv ntawm cov thawj coj ntawm ob lub tuam txhab ntawm cov xov xwm no, ob tog tsis tau lees paub meej. Dab tsi yog qhov tseeb, txawm li cas los xij, yog tias ob lub tuam txhab tau nthuav dav OLED ntau lawm.
Thaum kawg ntawm 2021, BOE tau nqis peev 46.5 billion yuan los tsim 6th tiam hloov tau AMOLED cov kab ntau lawm hauv Chongqing, uas tau pib ntau lawm. Tam sim no, cov zis tau maj mam nce. TCL tseem tab tom npaj nthuav dav nws T4 hloov pauv OLED ntau lawm kab thiab tsim t8 8.5 tiam hloov pauv hloov OLED zaub vaj huam sib luag ntau lawm kab hauv Guangzhou.
Lin Zhi, chief analyst of Wit Display, told Times on February 12 that China's OLED material iteration and device structure optimization are slower than South Korea's and lack of mass production experience, but the technological gap is further narrowing. Flexible OLED screens will remain the mainstream in the coming years, and panel manufacturers will focus on OLED technologies such as flexibility, crimping, low power consumption and flexibility.
Grab IT, tsheb LCD
Thaum ntxov li ob xyoos dhau los, cov thawj coj hauv kev lag luam tau pib ua tus thawj coj hauv kev teeb tsa ntawm IT panels, tsheb -mounted panels raws li tus neeg sawv cev ntawm tus nqi siab- ntxiv cov khoom LCD.
Xyoo 2020, IT LCD vaj huam sib luag chaw tsim tshuaj paus CLP Panda tau tshaj tawm los muag cov kab ntau lawm, boe thiab TCL tau pom tias yog ob feem ntau yuav los ua. Thaum kawg, BOE yeej ob lub LCD vaj huam sib luag cov kab ntau lawm los ntawm Tuam Tshoj Power Panda, yog li nkag mus rau IT vaj huam sib luag kev lag luam ntawm qhov loj. TCL tau xaiv los tsim nws tus kheej me me thiab nruab nrab loj LCD ntau lawm kab los tsim IT panels thiab lwm yam khoom.
In April 2021, TCL issued a private increase announcement that it intends to raise no more than 12 billion yuan for the construction of the t9 production line of the "8.6th-generation Oxide semiconductor New-type display device Production Line Project". The project plans to process about 180,000 glass substrates of 2250mm2600mm per month. The T9 production line will produce and sell mid-size IT displays such as flat panels, in-car displays and medical professional displays.
TCL, twb yog ib kauj ruam tom qab Jingdong, xav tau t9 ntau lawm kab kom tiav thiab muab tso rau hauv lub lag luam sai li sai tau. Thaum kawg ntawm 2021, t9 lub ntsiab cog yuav raug capped, thiab thaum kawg ntawm Lub Ib Hlis 2022, seem C ntawm qhov project yuav raug capped. Raws li kev tshaj tawm xov xwm, ntau cov khoom lag luam hauv Kaus Lim Qab Teb tau txais kev txiav txim los ntawm TCL Huaxing Optoelectronics rau LCD cov khoom siv los siv hauv T9 cov kab ntau lawm. Cov kab ntau lawm cia siab tias yuav ncav cuag cov khoom loj hauv thawj peb lub hlis twg ntawm 2023.
TCL Huaxing's T5 project, with a total investment of 15 billion yuan for the production of IT panels and other products, is also under construction. At the end of January this year, the T5 project just completed the module workshop and comprehensive power station, and the expansion construction did not stop during the Spring Festival this year.
Raws li txoj kev npaj, T5 qhov project yog los nthuav kev tsim khoom ntawm lub thib rau tiam semiconductor tshiab - hom zaub ntaus ntawv, thiab lub peev xwm ntau lawm yuav nce los ntawm 53, 000 mus rau 98, {{5} } pieces ib hlis tom qab nthuav. T5 cov kab ntau lawm tsim LTPS TFT-LCD raws li cov khoom siv me me thiab nruab nrab, suav nrog tsheb, laptop, ntsiav tshuaj.
Liu Yushi told times weekly that the panel production line construction cycle of more than two years, if considering the planning to mass production of the whole process will take longer, capacity expansion needs to be predictable. Boe's acquisition of THE PANDA production line of CLP can realize immediate capacity expansion and complement the existing product line quickly. In contrast, TCL's existing production line has less capacity for the IT market. The planning of IT and vehicle production capacity is based on both optimistic judgment of market demand and consideration of competing for market share.
TCL muaj kev txiav txim siab kom nkag mus rau IT thiab tsheb - cov khoom siv. TCL tus kws tshawb fawb thiab thev naus laus zis tus tuav ntaub ntawv muaj feem cuam tshuam rau lub luag haujlwm tau hais rau lub sijhawm cov neeg sau xov xwm txhua lub limtiam, lub tuam txhab cia siab tias cov khoom lag luam layout ntau dua, txiav rau hauv tus nqi siab -ntxiv qhov chaw nruab nrab yog kev txhim kho ntawm lub tuam txhab. Cov txiaj ntsig ntawm qhov nruab nrab qhov screen tshaj li ntawm lwm cov kab ntau lawm thiab kev lag luam xav tau kev noj qab haus huv.
Npaj rau OLED
OLED, uas tuaj yeem tso saib cov xim dub, yog nyias thiab hloov tau, thiab suav tias yog tiam tom ntej ntawm cov cuab yeej siv tom qab LCD. Nws yog feem ntau siv nyob rau hauv smartphones, ntsiav tshuaj thiab lwm yam khoom, uas yog nyob rau hauv siab thov.
Omdia, lub tuam txhab tshawb fawb, cia siab tias cov khoom lag luam hauv OLED vaj huam sib luag yuav nce los ntawm 15 feem pua hauv 2021 mus rau 27 feem pua hauv 2022. Qhov nrov ntawm cov xov tooj foldable kuj tseem nce qhov kev thov rau OLED vaj huam sib luag hloov tau. Lin zhi ntseeg tias kev xa khoom thoob ntiaj teb ntawm cov xov tooj tuaj yeem tuaj yeem tshaj 60 lab units los ntawm 2025.
Nyob rau hauv lub ntsej muag ntawm lub neej yav tom ntej kev lag luam tuyere, ib tug xov tooj ntawm cov vaj huam sib luag manufacturers tsis ntev los no tau ceev lub expansion ntawm OLED, nyiag sib tw nrog ib leeg.
Hauv Suav teb, BOE yog thawj zaug hauv kev lag luam OLED. Thaum Lub Ib Hlis 2021, BOE npaj yuav nce 20 billion yuan. Ib lub hom phiaj ntawm kev nrhiav nyiaj txiag yog los tsim 6th tiam AMOLED (hloov tau) cov kab ntau lawm ntawm BOE hauv Chongqing los tsim cov smartphones thiab ntsiav tshuaj computers.
Boboe tus tuav ntaub ntawv cov neeg ua haujlwm tau lees paub rau lub sijhawm cov neeg sau xov xwm txhua lub limtiam, cov kab ntau lawm tau ua tiav, tsuas yog ntau lawm thaum kawg ntawm 2021, cov zis tam sim no tsis loj, tab tom nce.
TCL is also expanding OLED production. TCL Huaxing's 6th generation flexible LTPS-AMOLED display panel production line, namely T4 production line, has completed the second and third phase of production capacity construction, which will produce flexible folding screens and explore the under-screen camera technology.
According to the previous announcement, TCL Huaxing's T8 production line in Guangzhou also plans to demonstrate the production of the 8.5 generation winding printed OLED/QLED display panel production line, mainly producing large-size printing winding OLED TV, IT and other products.
TCL cov kws tshawb fawb thiab thev naus laus zis hauv chaw ua haujlwm rau cov neeg ua haujlwm txhua lub limtiam tau hais tias T4 cov kab ntau lawm ua raws- yuav tsum tau tos rau kev nce qib ntawm cov thev naus laus zis thiab kev lag luam xav tau los txhim kho, maj mam mus rau hauv lub xeev muaj txiaj ntsig, T8 cov kab ntau lawm tau tsim thiab txuas ntxiv mus. kev ua haujlwm.
Tsis tsuas yog muaj peev xwm, hauv kev sib ntaus sib tua rau siab - cov neeg siv khoom zoo thiab kev sib tw thev naus laus zis, cov tuam txhab tsim vaj huam sib luag kuj sib tw, lawv txoj kev sib txawv.
"The domestic OLED competition will be more than one strong situation, BOE has advantages in production capacity, technology, customers and shipments. "Other players also have strong technology and can compete with them by differentiating and targeting specific customers." Liu Yushi said.
Boe has already entered apple's iPhone industry chain, and may be ready to adjust its products and enhance its competitiveness in the near future. It is reported that BOE is preparing to adjust the third production line of B12 plant to supply Apple iPad and other products.
In Liu's view, such adjustment should be related to the OLED panel's high penetration rate and limited growth space in the mid - and high-end smartphone and smart wear market, thus expanding to the middle size.
Others not yet in Apple's supply chain are eyeing it up. It is reported that TCL Huaxing recently set up a team to evaluate the T4 production line in order to prepare to provide OLED panels to Apple iPhone.
Each manufacturer also sends force differentiation technology separately, participate fully in the competition. Taking THE T8 production line that TCL is waiting for mass production as an example, TCL's large-size OLED focuses on printed OLED, trying to catch up with the evaporation process of Korean manufacturers by virtue of the low-cost advantage of printing technology.
Boe muaj cov qauv loj hauv -loj QLED, luam tawm OLED, QD-OLED thiab WOLED thiab tsis tau ua tiav nws cov kev taw qhia thev naus laus zis, thaum Huiko tab tom kawm ntau yam OLED thev naus laus zis thiab tab tom tshawb fawb thiab txhim kho theem, Lin hais. Nyob rau hauv cov nqe lus ntawm me me thiab nruab nrab OLED, cov tuam txhab lag luam hauv tsev feem ntau kawm folding screen, dual - sab OLED thiab lwm yam thev naus laus zis, thiab ua kom ntau lawm.
Raws li cov tuam txhab tsim cov khoom lag luam nthuav dav thiab kev tshawb fawb thiab kev tsim kho tshuab, OLED kev lag luam kev sib tw yuav yog dawb -kub.
