Which Technology Will Have More Development Potential

In early March, Samsung showed 8.6 generation OLED panel production line equipment moved in; On March 27, BOE Chengdu 8.6 generation OLED panel production line was officially laid. In addition, Japan JDI company intends to build 8.7 generation OLED panel production line in Wuhu. Many investment trends show that the OLED industry is extending the development of large size.

 

In terms of Mini/Micro LED technology, many LED companies and display panel companies at home and abroad have increased investment in recent years, and are generally optimistic about the future development of Micro LED. The MR Products released by Apple in the middle of 2023 will further hold the fire of silicon-based OLED, and the AR/VR products released by various companies in the past two years also use silicon-based OLED displays.

 

We clearly see that the current display technology is diverse,LCD, OLED, Micro LED, silicon OLED and other technologies in different application fields. So in the future display industry, which technology will have more development potential and occupy a larger market, is also a topic of general concern for industry enterprises and investment institutions.

 

LCD technology is still king

 

The LCD industry, especially the TFT-LCD industry, has developed rapidly since the 1990s, and is still the most widely used, the largest market, and the most shipped display technology category.

 

LCD panels are widely used in mobile phones, tablet computers, monitors, laptops, TVS, car displays and other major fields. According to statistics, in 2023 LCD TV panels shipped about 235 million pieces,LCD display panels shipped 147 million pieces,LCD tablet computers shipped 249 million pieces. The current production capacity and market size of LCD products are still irreplaceable, and occupy the most important position in the entire display industry.

 

However, facing the competition of display technology such as OLED panels, Micro LED, and silicon-based OLED,LCD technology in addition to its own continuous optimization, is also seeking some industrial transformation, such as some LCD panels to produce sensors and other products, in order to reduce the supply of LCD panels, which is conducive to the stability of the overall LCD market.

 

Recently, new LCD products and new technologies have been released, such as BOE's recently launched LCD display using oxide technology, curved display equipped with Mini LED backlight technology, and Geely Galaxy E8 equipped with BOE's 45-inch 8K car penetration screen and other advanced products.

 

Constantly advancing OLED technology

 

OLED technology, with its high color gamut, high contrast, flexible folding and other technical advantages, has been favored by consumers. At present, the penetration rate of OLED screens in the global smartphone market has exceeded 50%, which has caused no small impact on LCD panels.

 

With the increasing perfection of OLED technology, relevant OLED panel companies have also included tablet computers, car displays, notebooks and other markets. According to statistics, in 2023,OLED laptop panels shipped more than 3.6 million pieces,OLED display panels shipped about 500,000 pieces,OLED TV panels shipped more than 5.3 million pieces. With the construction of Samsung Display and BOE 8.6-generation OLED panel line, the shipments of OLED panels will be further improved, while being able to better match large-size display applications.

 

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