Outside the traditional display field, the domestic panel giant BOE is showing its strength in the display of new fields. In addition to the world's thinnest 8K ultra-high definition display, BOE also released flexible display, AR / VR display and other products. When the traditional LCD business is under pressure due to the continued low price, the flexible display may be a new direction for the growth of panel companies.
In the US show week, BOE released the world's thinnest 65-inch 8K ultra-high definition display. According to the author, this is called the world's thinnest 65-inch 8K ultra-high-definition display equipped with Corning's third-generation iris glass light guide plate, using a full-fit backlight process, the thinnest part is only 3.8mm. This is another large-size ultra-high-definition display product launched by BOE following the “Best in Show†award of SID Display Week in 8K and 10K in 2014 and 2015.
Continuous layout showing new areas
In addition, BOE also released a new version of the curved version of the 82-inch 10K display. This is also the world's highest resolution surface display product. In addition to the traditional display field, BOE has also made efforts in the fields of AR/VR display and flexible OLED.
AR/VR is an important branch of the future display field, and its application range can be extended to games, education, industry, aviation, medical, entertainment and other fields. According to the reporter, BOE's AR display has been installed on the products of the world's top enterprise Meta in the augmented reality field. In addition, the first AR/VR display on display has an ultra-high pixel density of up to 1600 PPI, which is four times that of the Apple iPhone 6 Plus. In the field of flexible OLEDs, BOE demonstrated two flexible 4.35-inch OLED products – flexible armbands and foldable displays. According to the reporter, small and medium-sized flexible OLEDs are widely used in the field of smart wear. This is also one of BOE's important development directions in the field of OLED.
Zhang Yu, vice president of BOE, said that display technology is developing rapidly and has broad application prospects. BOE always adheres to the forward-looking technical layout and independent innovation to lead the progress and development of the global display industry. In the future, BOE will continue to actively promote technology R&D and display application innovation, accelerate the development of smart systems and health services by strengthening the global leading position of display device products, and provide consumers with more high-quality innovative products and services.
Flexible display possible
In the traditional panel field, the expanding BOE is gaining more and more market share. According to information provided by BOE, in the first quarter of 2016, its smartphone panel and tablet panel market share ranked first in the world. The market share of display panel shipments reached 20%, rising from the fourth in the world to the second in the world. In terms of TV panels, its market share is 18%, ranking second in the world.
However, in the case of traditional LCD panels that continue to experience price pressures, the new display area represented by flexible OLEDs may become an important force driving BOE's performance growth. Apple's optimism in the field of flexible OLEDs has spurred the enthusiasm of many panel manufacturers to deploy flexible OLED fields. According to foreign media reports, in 2017, Apple's new generation of mobile phones will all adopt AMOLED screens.
It is reported that Samsung, a Korean panel company, will exclusively enjoy all orders for Apple's AMOLED screens. According to the news, Samsung has signed a contract for 100 million screens. Another Korean panel maker, LGD, has been in the OLED field for a long time.
According to the reporter, in terms of small and medium size, LGD has E2, a flexible OLED 4.5 generation line. In addition, in July 2015, it also invested 1.5 trillion won in the Gumi to set up the flexible OLED panel production line E5. It is also investing $400 million this year to expand its flexible OLED screen production capacity. Korean media previously reported that LGD will supply curved OLED screens for Xiaomi, and Huawei is also its intended customers. The local manufacturer BOE has long been in the flexible OLED display field for a long time.
In 2015, BOE invested in a 6th generation LTPS/AMOLED production line in Chengdu with a total investment of 46.5 billion yuan. This is the largest single investment in the history of BOE and the first 6-generation AM-OLED foldable in China. Flexible panel production line. As early as 2011, BOE has invested in China's first and the world's second 5.5-generation LTPS/AMOLED production line in Erdos.
Some insiders have told reporters that BOE's Chengdu 6th generation line will mainly target mobile phone manufacturers such as Huawei and Lenovo, which are also in Chengdu. With the increasingly fierce competition, how many opportunities can the display of new fields represented by flexible OLEDs bring to BOE?
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