What is OLED?
Organic Light Emitting Diode (OLED) is an organic light-emitting diode (also known as organic electro-laser display). It is an abbreviation for Organic Light-emitting diode in English. It was discovered by a Chinese-American professor Deng Qingyun in a laboratory, and the OLED research was started. It is considered a new generation of display technology that can replace traditional LED technology. According to their driving methods are divided into active drive (AM OLED) and passive drive (PM OLED).
OLED features
OLED display technology differs from traditional LCD display methods in that it does not require a backlight, uses a very thin organic material coating, and has a glass substrate. When an electric current passes through, these organic materials emit light. Moreover, the OLED display screen can be made lighter and thinner, have a larger viewing angle, and can significantly save power.
OLED's "famous" way
Previously, the lack of production capacity and high cost of OLEDs was the main reason why it was not widely used. However, with the expansion of production scale and improvement of yield, the cost of OLEDs may even be lower than traditional TFT LCDs. The OLED has a simpler structure than the LCD screen, and does not need a backlight module whose cost proportion is as high as 30% to 40% in the LCD module, and has a natural cost advantage.
Application of OLED technology
First, Apple and other mobile device applications:
Apple will use OLED screens on the updated iPhone in 2017, and will purchase 100 million AMOLED screens each year. Subsequently, terminal manufacturers represented by Skyworth Digital and Changhong experienced a significant increase in sales of OLED TVs during holidays. The industry believes that the inflection point of the OLED industry chain will undoubtedly breed investment opportunities in the future.
Second, the market has a broad space for development:
The Development and Reform Commission pointed out that the inflection point of the OLED industry has brought great imagination to the market. This situation is like the industry outbreak brought by the IPHONE touch screen technology in 2009~2010. (Development and Reform Commission, May 18) The Reform Commission and the Ministry of Industry and Information Technology have organized and implemented a major engineering package for the upgrading of manufacturing industries, focusing on high-end manufacturing, intelligence, greenization, and service, and organized and implemented ten major projects. In the new flat panel display project, we will focus on the development of next-generation display mass production technologies such as organic light-emitting diode display (AMOLED), building high-generation production lines, and developing key materials and equipment fields such as OLED evaporation process unit equipment components. In this regard, market participants generally believe that OLED will play the role of the terminator of the LCD screen, and it is expected to become the mainstream display technology in the new era.
Third, the performance of related companies surged:
The OLED-related company's mid-year report has soared precipitously. The OLED apple industry chain companies represented by Leybold Tech, Zhongying Electronics, and Changxin Technology, etc., reported an increase of more than 50% in their results, and combined with the situation from 2008 to the present, they have come out with an N word. Performance, that is to say 2009 ~ 2011 is the first generation of touch screen demand in the context of Apple IPHONE hot sales, related company performance broke out, then, 2011 to 2015 into the demand stagnation period, performance has plummeted, the stock price continued Downturn. At this stage, with the new generation of OLED display technology into the mainstream, new products led to the inflection point of performance, so the bottom of the stock price has turned the trend: the recent rebound in the bottom of the OLED is not difficult to understand why.
List of OLED industry chain related concept stocks
The entire OLED industry can be divided into three production stages:
Upstream
Raw materials:
Fuyang Huicheng: OLED Luminescent Materials: The company developed lanthanoid derivatives of OLED functional materials and formed industrial production in 2011.
Nanda Optoelectronics: OLED Luminescent Materials: The company Trimethyl Gallium is an essential raw material for the production of LED and other related high-tech optoelectronic materials.
Wanrun shares: OLED Luminescent Materials: The company is currently one of the largest OLED intermediate manufacturers in China and has entered the supply of Samsung and LG.
Components:
Dongxu Photoelectric Glass Substrate: Liquid crystal glass substrate is an indispensable base material for OLED display. This year, the company plans to raise 6.9 billion yuan for the construction of the 8.5th generation TFT-LCD glass substrate production line project.
Tiantong Stock Testing Equipment: The company entered the BOE supplier and provided the optical inspection machine and automated conveyor system for the 5.5th generation AM-OLED organic light emitting display device project.
Silan Micro OLED Driver IC: As early as 2003, it successfully developed the first domestic OLED special driver IC chip with independent intellectual property rights.
Zhongying Electronic OLED Driver IC: The company launched the OLED driver IC in 2007. It is the only domestic AMOLED panel supplier and Huiguang's mobile phone panel supplier.
Changxin Technology Co., Ltd. specializes in the R&D and production of flat panel display vacuum film materials, and has made corresponding technical reserves in the application of Oled.
HeLiTai officially established the smart wear department at the beginning of 2014 and is the main supplier of intelligent wearable display devices on the market. The products include PMOLED modules and the latest OLED modules.
Zhiyun OLED curved screen module: After the company acquired Shenzhen Xin Sanli, it is dedicated to the research and development of flexible OLED module equipment. At present, there are fewer than 10 companies that have the ability to develop similar equipment worldwide.
Midstream
panel:
Shen Tianma A OLED panel: The company started building the first 4.5-generation AM-OLED pilot line in China in 2010, and produced a variety of samples.
BOE A OLED panel: At present, the company's OLED products have been exported.
Rainbow shares In December 2008, the company invested in the construction of an OLED production line in Foshan with an initial investment of 255 million yuan.
Downstream
Flexible display:
Xinlun Technology Optical Films: The company stated that it has conducted industrial layout and technical reserve for OLED touch screens, and COP film, touch screen film, SRF film and other companies have mature technology reserves.
Kant's new optical film: OLED technology in the flexible display applications require the company's two optical film products: water vapor barrier film, microstructure brightness enhancement film.
Danbang Technology's flexible OLED substrate and cover window material will be replaced with PI film to meet its light weight, thinness and flexibility requirements. The company's PI film progress plan is at the OLED vent, which is expected to benefit from the OLED outbreak.
The optical grade polyester base film produced by East Materials Technology Co., Ltd. is used in the manufacture of OLED products.
Dafu Technology invested 15 years in the field of OLED flexible displays. The company's subversive use of a new flexible manufacturing process, creatively simplifies the corresponding process, greatly improving the yield of flexible OLED products.
Jinfu New Materials flexible circuit board: an important supplier of liquid crystal display modules and backlight module leading enterprises in China. In 2012, the sales revenue of flexible circuit boards exceeded RMB 100 million. Flexible circuit boards are one of the key technologies for OLEDs.
Ophelia Light's nano-silver technology process is well-developed, and it has begun to enter the mass production preparation stage. Nanosilver belongs to the field of flexible photoelectric film technology.
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