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How intense is the competition in the OLED market?

How intense is the competition in the OLED market?

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According to foreign media reports, South Korean prosecutors have filed lawsuits against 11 staff members who have been directed at China to disclose Samsung OLED folding screens. The lawsuit was initiated by the South Korean Suwon Prosecutor's Office. The company, which was suspected of having 11 staff members, was accused of producing automated equipment to produce mobile phone screens to steal Samsung's OLED folding screen 3D lamination technology. It is reported that three of the 11 people (including the company's CEO) have been arrested and heard.

How intense is the competition in the OLED market?

Since the foldable OLED mobile phone can provide another design style of the smart phone, it can meet some of the requirements for the image quality, but the demand for the display area is high, and can occupy a place in the high-end market, the foldable OLED mobile phone For the panel world, one is the capacity digest weapon.

Because if the current OLED mass production technology level of wear and tear is calculated, Li Xing conservatively estimates that the OLED production capacity consumed by a foldable OLED mobile phone is at least six to eight times higher than that of a single-screen mobile phone.

According to Li Xing, Samsung has put the production of foldable OLED panels into the A3 line of the earliest mass production of flexible OLED panels. After Samsung received the order from Apple, the A3 production line not only produced a small number of old models of flexible OLED display , but the rest of the production capacity was all made into a hard OLED display by Samsung.

After the transformation of the A3 production line by Samsung, its maximum monthly production capacity can be discharged to 16-18K. According to sources, due to the conversion to production of foldable OLED screens, capacity utilization has declined. Samsung expects full capacity next year, monthly. Can produce a foldable OLED screen of about 11K.

Li Xing's information from the supply chain shows that, after adding about one to 30% of the yield loss, Samsung actually uses A3 capacity to produce a foldable OLED display, which is higher than the average unit price of the panel area. Double the cost.

However, the difficulty of folding OLED display devices is now a large part of the module processing technology and materials. According to information obtained by Li Xing from the industry, due to the small capacity of this market, as the main structural function of OCA optical adhesive, 3M company is not willing to cooperate with panel manufacturers to develop related products after testing related foldable OLED devices.

The other Japanese and Korean OCA optical adhesive companies are also the same. Although they have the heart to develop products in this market, they also have to bear the R&D expenses and mass production costs themselves. As a result, Samsung had to establish a factory with its suppliers and work with suppliers to develop relevant OCA optical adhesive materials.

In addition, in the bonding process of OCA optical adhesive, in addition to the characteristics of the OCA optical adhesive material, the bonding process of the OCA optical adhesive and the material stabilization process after bonding are also key points in the foldable OLED display device. According to Li Xing's communication with the screen factory, equipment factory and material factory, it is found that if the relevant technical indicators fail to meet the requirements, the collapsible OLED display will be easy to appear OCA optical glue to move and form a bubble after working for a period of time. And crease defects, even causing failure of the entire foldable OLED device.

In fact, this technology technician illegally resold Samsung's OLED folding screen 3D lamination technology, which is the material stabilization technology of the OCA optical glue after lamination and bonding, including related material processing and equipment parameters.

In fact, after upstream material manufacturers are not willing to unilaterally assume the risk of developing materials and equipment for foldable OLED display devices for Samsung, Samsung has been convincing the relevant suppliers to set up dedicated research and development institutions and production capacity since 2013. The supplier provides technical research and development. Samsung provides all the funds and venues. The technical achievements obtained by the two parties are jointly held by the two parties. The products produced in the future will be underwritten by Samsung at the guaranteed price.

Therefore, we can see that on the foldable OLED product line, Samsung and suppliers have developed vapor deposition templates, COP equipment, OCA materials, CPI cover materials, polarizer materials, OCA\CPI\ polarizer bonding equipment, etc. . In fact, LG also said that it will develop related materials for collapsible OLEDs through its own subsidiaries, which is because the technologies developed by Samsung are not developed.

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