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2023

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OLED technology and international synchronous development will drive multiple industries


OLED is still in the early stages of industrialization, and many technological advantages have not yet been reflected in product applications.

New display technologies include TFT-LCD (Thin Film Transistor Liquid Crystal Display), PDP (Plasma Display), OLED (Organic Light Emitting Display), and so on. Among them, TFT-LCD liquid crystal displays currently account for more than 90% of the market share and have become the mainstream technology in the market.

Compared to traditional LCD televisions, OLEDs have many advantages, such as thin body, high contrast, rich colors, high resolution, wide viewing angle, and low power consumption. In addition, due to the absence of liquid molecules within the OLED, it has better seismic performance, low temperature resistance, and durability. At the same time, compared to TFT-LCD panels with millisecond level response, OLEDs have a response time of one thousandth of that, and there are no issues with trailing and dynamic picture jitters.

So why has such excellent technology never been widely applied to television? "This is due to the extremely low yield when producing large-sized OLED panels, making the manufacturing cost of OLED televisions very high." said Ouyang Zhongcan, a member of the National Committee of the Chinese People's Political Consultative Conference and academician of the Chinese Academy of Sciences. Undoubtedly, as a new display technology and industry, OLED is still in the early stages of industrialization compared to the already mature LCD technology and industry, and many technical advantages have not yet been reflected in product applications.

In addition to Panasonic in Japan, PDP plasma has been transferred to Chinese Mainland, with its market share less than 10%. It is unnecessary to discuss who wins or loses. Currently, the technological competition in the flat panel display industry has centered on the next generation core technology OLED.

China's next generation display technology OLED field is on the same starting line with international giants.

In 2011, a major event in China's display industry was that, as a leader in the display field, BOE announced the construction of the 5.5 generation AMOLED production line in Ordos. "This production line is also the second 5.5 generation AMOLED production line in the world today. It not only indicates that BOE's independent innovation technology capability is reaching a new height, but also means that BOE is on the same track as international giants in the field of next-generation display technology OLED. As long as the government continues to support, China's new display research and industry will definitely catch up with and surpass the world's first-class level." Ouyang Zhongcan said.

Although OLED is still in the early stages of industrialization, "precisely because of this stage, OLED technology innovation and industrial development space are very large, providing valuable opportunities for China's display industry and display enterprises to master core technologies through independent innovation and participate in international competition in high-end display technology." Professor Qiu Yong, Vice President of Tsinghua University, said.

It is understood that through independent innovation, Tsinghua University and Vicino Company have established the manufacturing process technology of LTPS-TFT backplane and OLED display screen in December 2010. In December 2011, a 12 inch OLED full color display was introduced, which is currently the largest OLED full color display in China. Currently, the construction of a higher generation line is being planned, and within five years, an AMOLED production line capable of producing 30 inch or more TV products will be built, marking that China has made a key breakthrough in OLED technology and industrialization, and has strong international competitiveness in high-end display technology.

With the support of the National Development and Reform Commission and the Ministry of Industry and Information Technology, there is also a significant development layout in the OLED display industry. In addition to Tsinghua Vicino, there are many enterprises engaged in the research, development and production of small size PMOLEDs, such as Shanwei Xinli, Shanghai Tianma, and Foshan Caihong. In addition, many display terminal manufacturers have also begun to enter the OLED industry. For example, Changhong started building a PMOLED production line in 2008, and TCL and Skyworth cooperated with South China University of Technology in research and development and industrialization. The University of Electronic Technology and BOE also jointly established a joint OLED laboratory.

OLED and TFT-LCD are not an alternative relationship, but have great industrial commonality and affordability.

Ouyang Zhongcan said that to develop the OLED industry, on the one hand, it is necessary to continuously pay attention to the technological development trend and have a clear grasp of the technological development trend; On the other hand, we should pay attention to the continuity and inheritance of technology and industrial development, actively utilize the existing foundation, combine upstream and downstream resources of the industrial chain, and find breakthroughs in technological breakthroughs.

In fact, OLED and TFT-LCD are not an alternative relationship, but have great industrial commonality and affordability. The key drive backplane part of AMOLED and the existing TFT array process can be shared in most equipment and technology aspects. Through a small amount of modification and equipment addition to the existing TFT production line, it can meet the future development and production of AMOLED, which can be seen as a continuation of TFT technology. Therefore, it is relatively easy for manufacturers who have mastered TFT-LCD technology to switch to AMOLED with these two technologies.

It is understood that the Beijing 8.5 generation line of BOE, which fully grasps TFT-LCD technology in China, was successfully put into production last June, and the product yield rate has reached over 90% in just two months. The BOE Hefei 6th generation line, which was put into production before this, also achieved world-class product yield. This not only ends the history of China's flat panel display industry not being able to produce large size TV screens, but also, crucially, signifies that Chinese enterprises have fully grasped the key technical capabilities of independent product innovation, independent high-quality manufacturing processes, and independent construction of high-level production lines.

The upgrading of the flat panel display industry can drive the development of multiple industrial clusters, directly affecting the comprehensive competitiveness of China's economy.

"Behind the increasing investment in technology by enterprises, it is necessary for the government to focus on supporting some enterprises to expand their scale as soon as possible and establish international competitive advantages," Ouyang Zhongcan said.

Flat panel display technology is not only related to people's livelihood, but also related to the national plan. Among the seven strategic emerging industries in the "National 12th Five Year Plan for Science and Technology Development" released in 2011, this technology has been listed as the first important position in the new generation of information technology industry.

Under the correct guidelines of the State Council for the development of strategic emerging industries and the strong support of national capital policies, China's TFT-LCD flat panel display industry, represented by BOE, Shenzhen Huaxing, Kunshan Longteng, Shanghai Tianma, and Nanjing Panda, has risen rapidly. In just three years, the penetration of Europe and the United States has been eliminated, forming a "three countries and four places" industrial competition pattern in South Korea, Japan, Taiwan, China, and Chinese Mainland.

The flat panel display industry is not only an industry that exceeds one hundred billion yuan in itself, but also integrates multiple technologies such as microelectronics, optoelectronics, materials technology, manufacturing equipment technology, and semiconductor engineering technology. It spans multiple fields such as chemical engineering, materials, and semiconductors in the industry. Its upgrading can drive the development of multiple industrial clusters, directly affecting the comprehensive competitiveness of China's economy.

To build such a large and strong industry, one should not use the eyes of stock analysts to haggle over short-term losses and disadvantages.

In the past year of 2011, a grim reality is that the LCD flat panel display industry has collectively encountered a "severe winter" of "industry downturn", and has entered a new "node" with heavy strides.

"However, the reaction of foreign public opinion to this' industrial loss' is quite different from the reality in China. For example, the Korean media have taken great care of the display industry in South Korea as the 'eye of the Korean economy'. In fact, it is not only the Chinese flat panel display industry that has encountered a 'severe winter', but also the global flat panel display industry that has experienced 'industrial losses'. The' huge losses' of foreign display giants are even more surprising, and their 'overwintering strategies' "It's just that as long as you survive the winter, you can see spring." Ouyang Zhongcan said.

He believes that the development of the global LCD flat panel display industry has its unique and objective industrial laws. Every few years, there will be "roller coaster like" ups and downs, and the significant sign of the trough period is "industrial losses", and some enterprises will exit or be eliminated. At present, due to the uncertainty of the global economic recovery, this round of trough has been greatly extended. "However, we should also see that it is precisely during this round of industry trough that China's flat panel display industry, represented by BOE, has rapidly risen from eighth to sixth, with a significant potential to enter the 'world's top five', and this progress has been achieved in just three years," he said.

The industrial transfer of advanced manufacturing industry is very complex. Japan is the originator of TFT-LCD industrialization, accounting for 100% of the world display market in the 1990s. However, with the intervention of South Korea, its market share has plummeted to less than 10% now.

Throughout the development history of the global LCD flat panel display industry, Korean companies are the laggards, and they have spent approximately 10 years surpassing Japanese companies. During this period, both Samsung and LG, which are ranked among the top two in the world today, experienced losses for many years before succeeding. "We should strive to establish a 'big country mentality' at the level of industrialization, and vigorously support advanced manufacturing and high-tech industries with high investment, high technology, and high risk based on the strategic thinking of large investment and large output." He said.

Ouyang Zhongcan suggested that to include the new display industry in strategic emerging industries, it is necessary to provide "national system" support from a strategic level. To become such a large and strong industry, it is necessary not to use the eyes of stock analysts to haggle over short-term losses and disadvantages, and not to have a fickle mentality of eager for quick success and instant profits. Instead, it is necessary to attach importance to strategic investment, and give time and space for the growth of independent innovation enterprises in China's tablet display industry. From the arduous process of China's development on integrated circuit chips, China cannot afford to miss the opportunity that the flat panel display industry has provided for China's development in the electronic information industry. "In the future, policies should be further refined and improved in terms of investment system, encouraging independent innovation, supportive tariffs, and attracting and cultivating highly skilled talents, making them more operational. From a professional perspective, there are no technical obstacles to the development of flat panel display in China. As long as the country firmly supports, China's flat panel display industry will definitely be able to catch up." Ouyang Zhongcan said.