In recent years, with the rise of OLED technology, South Korean manufacturers represented by Samsung (SDC) actively promote the rapid expansion of OLED panel production capacity. In terms of the supply of small and medium-sized OLED panels, Korean panel manufacturers led the supply in the early stage, and Chinese panel manufacturers actively followed. BOE, CSOT, Tianma, Visionox, EDO and other manufacturers have invested in the OLED panel production line one after another. With the continuous release of flexible OLED capacity in mainland China, flexible OLED will grow rapidly in the future.
As for the reasons for the rapid growth of mainland panel factories, Sigmaintell believes that there are mainly the following three aspects:
First of all, thanks to the favorable domestic policy and capital environment, the national and local governments in recent years have focused on supporting the development of new display, especially the OLED industry.
Secondly, under the influence of international trade, supply chain security become the focus of brand manufacturers to realize the importance of strategic to develop independent and improve the supply chain, the screen as the core component of mobile phone industry chain, at present, the millet, OPPO, glory and other brand has new technical cooperation in research and development, the high-end model strategic supply and OLED panel for domestic manufacturers to cooperate, A collaborative innovation system with enterprises as the core has gradually taken shape.
Thirdly, thanks to the strategic development vision of the mainstream panel factory, it constantly strengthens the layout of new technology research and development, talent cultivation consciousness, innovation consciousness and service consciousness. In the future, the competitiveness of China's AMOLED panel manufacturers is bound to continue to increase. AMOLED panel manufacturers in China still need to improve or optimize the display performance, product reliability, yield, cost and other aspects, layout strategic key technologies in advance, promote the autonomy of the industrial chain, and deepen the construction of talent echelon.
