At present, the global semiconductor display industry is ushering in a new round of development opportunities, such as AMOLED, 8K ultra-high-definition displays, Mini LED and Micro LED, printed OLED and quantum dot technologies emerge in an endless stream, which also brings huge opportunities to the semiconductor display industry.
As the leader of the domestic semiconductor display industry, TCL Huaxing exhibited 49"R800 5000+Zones MLED display modules, 65" 8K inkjet printing OLEDs at the 2021 TCL Huaxing Global Display Ecological Conference (DTC 2021) on November 16th. 8" unpolarized light extremely small radius 360° folding screen, 125" glass-based transparent direct display MLED, 14" inkjet printing OLED reel screen, and many other new products in the industry.
TCL China Star COO Zhao Jun said in an interview that in the LCD field, Chinese manufacturers have formed leading global competitiveness; in the OLED field, it may be about two to three years, and it is expected that both large and small sizes can reach the same field of competition. Looking ahead, based on three to five years, or even five to ten years, the development of new generation display technologies, including printed OLED, Mini LED, and Micro LED display technologies, is relatively fast for Chinese companies.
"At present, we are printing OLED, quantum dot QLED, and Mini LED. Our starting point is at the same level as Japanese and Korean companies." Zhao Jun said that in this field, I think Chinese companies are expected to achieve technology in a new generation of display technology. In the future, combined with the advantages of Chinese manufacturers in terms of cost and efficiency, comprehensive competitiveness is expected to achieve industry leadership.
The application of OLED, Mini, and Micro LED is more synergistic than the competition
According to Zhao Jun, according to the plan, TCL Huaxing will push the glass-based transparent display solution to industrialization and commercialization next year; and for Micro LED, TCL Huaxing also launched the Micro LED watch screen this time to accelerate the promotion of Micro LED. LED enters the domain of commercialization.
t is said that from the field of collaboration, Mini LED and Micro LED and OLED, they use the same underlying drive technology, they are all based on TFT backplane technology, including LTPS, LTPO, the bottom layer of the backplane they use The technologies are the same. From this perspective, they have a certain degree of commonality.
"In the super-large size, we think Mini LED and Micro LED will have the opportunity to become the mainstream." In terms of application, the focus of Mini LED, Micro LED and OLED applications are different. The direct display of Mini and Micro LED is mainly used in large sizes. In the field of display, even the field of super-large size display; OLED may be more focused on the medium and large size, so there are still some differences in the application of the two.
Zhao Jun emphasized that in terms of Mini LED, Micro LED, and OLED, the overall commonality and synergy should be greater than the competition. Competitive issues cannot be avoided. In terms of OLED, contrast, and image quality, OLED has certain advantages over LCD; however, the Mini’s backlight scheme can improve the display effect of LCD, allowing LCD to be further improved and can be reduced. The gap between LCD and OLED; Mini LED will continue to develop in the future and will become Micro LED.
TCL Huaxing has been laying out Micro LED technology for a long time, and has accumulated a lot of technology in backplane driving, mass transfer, and LED chip development. In the future, it will work with partners to expand this industrial ecology. In 2020, TCL Huaxing and Sanan Optoelectronics established a joint laboratory called Xiamen Xinying Display Technology, which focuses on the important issue of how to commercialize Micro LED. In the future, both parties will continue to increase the size and layout of Micro LED in terms of technology and production.
"In the future, we also need to upgrade the technology and collaborate with partners to reduce the cost of Micro LED and accelerate commercialization." Zhao Jun believes that the display effect of Micro LED is very good. Through the improvement of the luminous efficiency of LED chips, the massive transfer, and the maturity of related technologies, it is hoped that while the Micro LED display effect can be further upgraded, the cost will be greatly reduced. It is estimated that it will take three to five years for Micro LED to Enter the homes of ordinary people and become the mainstream display technology.
Panel prices will rebound next year in Q2
Judging from the current panel market, the actual demand for LCD TV panels will continue to decline, and the global LCD TV panel supply and demand environment will continue to be loose. According to the research data of Qunzhi Consulting, the overall panel price in November was in a downward channel. The price of small size fell to a lower level, and the decline was further narrowed. The price decline of large size also tended to narrow.
In fact, starting from July and August this year, the supply and demand situation of large-size panels represented by TV panels has undergone some changes, and the market has seen a correction from a high point. So far, the magnitude of the callback has been relatively large, which has brought us certain pressure.
Zhao Jun said that overall, the range of cyclical fluctuations in the entire panel display industry will be further narrowed in the future. There are several reasons for this: On the one hand, this callback is more of a change on the demand side. In the past, the demand chain and supply chain had superimposed influences, which made cyclical fluctuations larger. At present, as the expansion of the production capacity of panel makers has come to an end, the fluctuations in the future market will mainly change from fluctuations between the supply and demand sides to one-way fluctuations caused by changes in demand, which will make the fluctuation range of the entire industry smaller.
In addition, the concentration of the panel industry is getting higher and higher. In the future, the three-panel factories in China will account for 70% or more of the market share of large-size displays, so the concentration of the entire industry is getting higher and higher. The high industry concentration will help reduce the impact of cyclical fluctuations on the panel, and the industry will become more and more healthy.
In the short term, after three months of the market downturn in August, September and October, the current downturn has been fully released. The current demand has picked up, mainly due to two reasons. First, this year's double eleven, various TV terminal manufacturers have very strong sales promotion, this year's double eleven TV sales increased by 10% over the same period last year. From market observation, actual demand is already picking up.
Second, the chain from the panel to the TV is relatively long, almost 8-10 weeks, two months to three months. During this period, due to the decline in the price of the panel, the panel factory will take two to three months to deliver it to the terminal. Product. It has been seen that due to the decline in panel prices, the cost of the whole machine has dropped, and the price of the whole machine has also fallen. The decline in the price of the whole machine will help stimulate the release of consumer demand.
Zhao Jun believes that at present, we have already seen that, including China and overseas, due to the transmission of costs and prices, the downstream consumer market has brought a trend of demand growth. We believe that as the region grows, the cyclical fluctuations of the industry may narrow and enter the platform period. In the near future, the panel market may rise again.
"At present, the panel will enter the platform period in the short term, and the room for further decline is very limited; it is expected that in the second quarter of next year, the entire panel industry will show an upward trend." Zhao Jun finally said.
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