Analysis: How to use OLED to support this game?

Recently, Jintuo Group, which manufactures automation equipment systems, has released a series of new products for optoelectronic display devices at one time. Most of them target the booming Chinese AMOLED display market. Like the Jituton shares, many domestic companies are striving to seize the time window and gain a firm foothold in the OLED upstream supporting market. Many domestic AMOLED production lines are under construction at the same time, which will generate huge demand for support. However, at present, the vast majority of OLED materials and equipment are dependent on imports. Domestic OLED support has broad market prospects.

Different from previous flat panel display technologies such as liquid crystals, the AMOLED technology and process have not yet been completely locked. The Chinese AMOLED panel industry is rapidly entering the global market scale. With the continuous upgrading of technology, the industry continues to grow, domestically produced Enterprises have a complete opportunity to break the monopoly, occupy a seat, and help build a complete Chinese optical display core supply chain system.

There is a great opportunity for localization

At present, there are more than a dozen AMOLED production lines already built and under construction in mainland China. It is expected that there will be new production lines in the next two to three years. The mass production of such a large number of production lines will release huge AMOLED production capacity, which is expected to make China a truly important one in the global AMOLED market. According to IHS estimates, by 2022, the proportion of Korean panel makers in global AMOLED production capacity will drop from 93% in 2017 to 71%. The market share of Chinese manufacturers will increase from 5% in 2017 to 26% in 2022.

With the release of AMOLED production capacity, the demand of the panel makers for supporting products will increase rapidly, and the supporting market outlook will be considerable. IHS estimates that the AMOLED production equipment market revenue in 2017 will reach US$9.5 billion. By 2020, the OLED market will reach 71.7 billion U.S. dollars, of which the upstream organic light-emitting materials will exceed 5 billion U.S. dollars.

If Chinese companies can grasp the opportunities of supporting OLED markets, it is possible to nurture their own supply chain system. Because if Chinese panel makers really want to compete with Korean manufacturers in the market, they must promote domestic production. Only by increasing the localization rate of the matching can we further enhance the market competitiveness of the panel manufacturers. According to Zhang Deqiang, the president of Black Bull Foods and the manager of Gu'an Yungu Project, Visionox PMOLED can only start to eat “fine grain” and more than half of the materials need to be imported. Now 90% of PMOLED materials are made in China, which greatly enhances PMOLED. Panel profitability.

This feasibility has been proven in the forging of the Korean OLED industry chain. South Korea's supporting companies rely on strong OLED panel companies, through long-term technical breakthroughs, has already broken through the blockade of Japanese companies on some core materials and equipment. It is understood that South Korea's MaterialScience's OLED blue dopant has broken Japan's patent protection barrier, Japan's SUNICSystem's 6th generation of flexible OLED evaporation equipment also broke Japan's CANONTOKKI's long-term monopoly. Dr. Yi Yi, Deputy Secretary-General of the China OLED Industry Alliance, pointed out that through a powerful downstream effect on the upstream, China has completed the entire industrial chain layout in the CRT era. Similarly, in the future, China's OLED panel companies will continue to grow. Drive the localization of the core support to create its own supply chain system.

Localization supporting small breakthrough

What is more important is that China has already taken a small step on the road to localization of OLED support. According to Academician Ouyang Zhongcan of the Chinese Academy of Sciences, in 2016, the localization rate of China's AMOLED raw materials was 35%, and the localization rate of key equipment was 17%.

China has achieved many technological breakthroughs in the key supporting of OLED. Dafu Optoelectronics has achieved good results on FMMs (Fine Metal Masks). It is understood that, at present, the Samsung Note8 display is called the best AMOLED, using Diamond pixel layout, a resolution of 521ppi. To achieve such a high resolution, the minimum aperture size of the FMM needs to be 35 micrometers, while the aperture size of the large-rich optoelectronic composite FMM production product can reach 20 micrometers. The product is applicable to all current OLED production lines. Tsinghua University has made new breakthroughs in OLED material research. Professor Duan Lian of Tsinghua University stated that they use thermally activated delayed fluorescence (TADF) materials as the main body, doping with traditional fluorescent or phosphorescent materials, and separating the triplet exciton upconversion and luminescence through energy transfer, breaking through the design bottleneck of TADF materials.

It is understood that with the support of the Shanghai municipal government, the integration of production, education, and research has promoted the development of high-end core equipment. Based on a number of patented invention technologies, Shanghai University and Shanghai Microelectronics Equipment (Group) Co., Ltd. have been collaborating for a long time since 2008. They have successfully developed a series of high-resolution flat panel display lithography machines and advanced technologies to make high-end display TFT substrates. The large-area process capability has risen to an international advanced level of 1.5 micrometers in the square meter dimension, breaking the world record once monopolized and maintained by Japanese companies, and achieving mass production applications. In addition, Zhang Yan, general manager of Yan Xinhua, disclosed that Xin Yihua is confident that he has the confidence to develop the most advanced and challenging evaporating equipment for OLED. He would like to thank the director of the key laboratory of the Ministry of Education for new display technology and application integration at Shanghai University, and the international display. Professor Zhang Jianhua, Chairman of the OLED technical committee of SID Beijing Branch, guided the precise strategic direction and the core technical support of the team. Currently, the verification test results of the evaporation source of the evaporation equipment core components have reached the advanced level in the industry, and it has been developed to use advanced steam for mass production. Plating system development and manufacturing capabilities.

Domestic matching needs ecological platform

Now OLED technology is not mature, Hu Chunming, deputy secretary-general of China Optics and Optoelectronics Industry Association Liquid Crystal Subcommittee, believes that domestic OLED materials, equipment manufacturers and panel companies can not only stay in a simple industrial chain relationship, but also need more technical cooperation to form an industrial ecosystem. chain.

Because the supporting development not only involves the supporting enterprise itself, but also involves production, research, and panel companies. Tian Ma, vice president of Tianma pointed out that the biggest difference between LCD and AMOLED comes from the LCD as long as the device is pulled in, you can quickly enter the mass production, but AMOLED can not, need to work with supporting companies. Zhang Deqiang said that how to increase the evaporation efficiency of organic materials requires cooperation between panel manufacturers and equipment manufacturers. And it is often the case that not the equipment manufacturer sells a good piece of equipment to the panel manufacturer, but the equipment manufacturer can improve the equipment according to some requirements of the panel manufacturer so as to produce a device with higher production efficiency.

Among them, the development process of Da Fu photoelectric FMM (high-precision metal mask) is an example. Taiping Gao, general manager of Gao Xiaoping, said: “I’m especially grateful to the Visionox team. We have been giving us great support for more than ten years. In Vasino’s evaporation workshop, I’m guessing that the non-Visitnors have gone in, and I’m alone and Stayed there for a long time. The centerpiece of Visionox is open to me. This is very rare. It is very important for me to introduce the FMM today."

If universities, scientific research institutes, materials, equipment, devices, and terminal enterprises cannot establish production, research, and ecological chains, the package may become a fallout from the air. Zhang Jianhua said that our country is becoming stronger and bigger in the flat panel display industry. While increasing the allocation of industry support, the government must continue to promote the deep integration of industry, universities and research institutes, focusing on basic research, original technology, and forward-looking research and development of new technologies that promote innovative applications such as artificial intelligence. For example, the Shanghai Municipal Science and Technology Commission's 2016 preview of the layout of the company's true flexibility shows that the Tianma Group changed its thinking and adjusted it in time to support the support of this major infrastructure project. Yuan Tong, the deputy secretary-general of the China Electronic Materials Industry Association, believes that when formulating the supporting localization policy, not only supporting companies but also panel companies should be supported because from the perspective of panel companies, materials or equipment are not a single product. It involves panel system processes and techniques. For example, if a panel is changed with a luminescent material, the other dozens of luminescent materials may have to change.

If only relying on the supporting enterprise's own efforts, it may only be able to achieve domestic substitution of certain materials or equipment, and it is difficult to maintain long-lasting domestic substitution. Because OLED technology is not yet mature, it is still being upgraded. If the localization system is not systematically and continuously implemented, it may not keep up with the needs of the panel companies. By then, domestic matching may be a flash in the pan.

Yuan Tong suggested establishing a joint R&D and verification platform for LTPSAMOLED. Participants in this platform include universities, research institutes, and supporting companies and panel companies. This can jointly innovate, develop new technologies, develop new products, and achieve common development. . Zhang Mi also suggested that, on the one hand, he hopes that the government can set up a R&D platform for process, equipment and materials verification, introduce scientific research institutions, form a strategic layout of independent core intellectual property rights and break foreign patent barriers; on the other hand, it hopes that the government can fully promote the industry. Downstream supporting construction and product verification will be supported by panel companies that promote localization equipment certification.

Fortunately, there are already similar platforms in the country. It is understood that Guangdong Juhua Printing Display Technology Co., Ltd. was jointly established by Huaxing Optoelectronics and Tianma. At the same time, it was introduced as a shareholder of South China University of Science and Technology. It will include the Chinese Panda, Tsinghua University, relevant research institutes of the Chinese Academy of Sciences, and Sun Yat-sen University. South China Normal University joined as an important strategic partner.

It takes more time for technological innovation to have strategies

In addition, improving the localization rate of OLED support also requires independent innovation, sub-strategy development, and time accumulation.

The development of OLED support not only needs to follow, but also needs to be formed beyond technological innovation. A large number of facts have proved that technology cannot be bought, and the final acquisition of capital mergers and acquisitions is only the body of technology. Therefore, the acquisition of core technologies requires continuous learning and accumulation. Hu Chunming pointed out that improving quality is more important than increasing efficiency. Domestic companies must learn the lessons of LCD matching. They can not simply do localization support, and use low prices as the main means of competition. Instead, they need to rely on technological innovation to make quality products. Improve the quality of the device. Because only with technological innovation as the starting point, domestic supporting companies can grasp opportunities in the future of technological normalization, and even define the future. However, many supporting companies now think that as long as the product is developed, panel companies can use it. In fact, this is not the case. Zhang Jianhua pointed out that the AMOLED technology threshold is high, and supporting companies need to do research and development in a down-to-earth manner. Taking the material as an example, it is not necessary that the physical and chemical performance index meets the standard, but also the device performance is excellent, and it has the mass production characteristics suitable for the manufacture of macro devices for display panels. If the material is not supported by advanced device technology, the device does not have core process support and it is impossible to apply it.

Universal support and OLED unique support should adopt different development strategies. OLED support and LCD support have some common areas, but OLED has some special process requirements, and some new requirements are added to the support. It needs constant improvement. Hu Chunming said that like glass substrates is a common support, but used in LCD for glass substrates, used as delamination carrier in OLED, and polarizers for liquid crystal panels can also be used for OLED. For OLED's special materials, domestic enterprises need to imitate, but also need to update technology to overcome intellectual property barriers. In the next three years, OLED materials will have to be completed from scratch, and some of the materials related to LCD can be achieved from the best to the best.

The development of OLED support cannot be achieved overnight and it will take time to accumulate. Shuguang Xingye began testing OLED technology as early as the mid-1980s. Takamitsu Nagase, general manager of Idemitsu Kogyo Materials' business strategy, once said: “We have mastered all key patents in 10 years. But it hasn’t developed into a real business until the past three to four years.” Deputy General Manager, Qunzhi Consulting Li Yaqin pointed out that the development of China's OLED supply chain also needs time, at least more than five years to carry out technical reserves, basic accumulation and personnel training. Zhang Yu, senior vice president of BOE, said that when BOE built its LCD panel production line in 2005, all of its raw materials were imported, but after more than 10 years of development, 60% of key materials are now domestically produced. Similarly, localization of OLED support is also needed. time.

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