Domestic OLED panel development should be multi-faceted

Intense competition

At this stage, the key to commercialization of OLED technology is to reduce costs. Taking an active matrix organic light-emitting display (AMOLED) as an example, in the production cost of the entire AMOLED panel, the material cost exceeds 40%, and the depreciation cost of fixed assets (mainly equipment) is also about 40%. Therefore, for the AMOLED manufacturer. It is important to work closely with materials and equipment companies to reduce production costs and enhance core competitiveness.

Japan's materials and equipment suppliers have taken advantage of their strength in semiconductor and LCD manufacturing to gain a leading position in key OLED materials and equipment. However, in recent years, through the rapid development of Samsung and LG in the AMOLED industry, South Korea has deliberately supported Korean local materials and equipment manufacturers, and Japanese companies are gradually at a disadvantage in the competition.

After Japan’s leading position was replaced by South Korea, it hoped to leverage the accumulation of related industries in Taiwan to complement the competitive advantages of both sides and jointly confront the threat of South Korea. As far as Chinese materials and equipment companies are concerned, OLED commercialization and mass production are still in the position of latecomers, and the development of key materials and equipment has become the biggest problem that restricts the industry.

Pending test

First of all, the rapid development of the OLED industry plays an important role in the development of key materials and equipment. With the popularity of large and medium-sized AMOLED applications, the demand for high-generation production lines will grow rapidly, and the development of key materials and equipment will be promoted.

Second, the development of new technologies and new routes will bring higher demands on materials and equipment. Since the AMOLED industrialization route is not yet fully mature, the development of key materials and equipment is far from dusty. Therefore, it is necessary to closely follow the technical route of OLED devices and adjust the research and development direction.

Finally, the final economic benefits of OLED device manufacturers will affect their choice of supporting products. Only by continuously improving product quality and technical content can materials and equipment companies successfully develop the application market.

Development focus

First, the guiding role of industrial policy is crucial. Countries have introduced national-level strategies for the development of OLEDs and guided them through the implementation of industrial policies. Under the government's leadership, South Korea has promoted the development of key materials and equipment through the expansion of large enterprises. Japan has adopted a government-based, overall-planning and coordinated development model. China should also continuously strengthen cross-departmental cooperation. Under the guidance of policies, we will promote domestic raw material suppliers, equipment manufacturers, panel manufacturers and downstream terminal manufacturers to cooperate with each other, improve independent innovation capabilities around key links, and jointly promote the construction of OLED industry chain.

Second, cooperation between enterprises has become a development trend. The development of OLED technology requires the cooperation and mutual support of the entire industry chain including materials, equipment, device manufacturing, and complete machine applications. In the face of strong alliances of large foreign companies, domestic OLED industry should focus on industrial development strategies and major industry issues, key technology research, industrial chain support, patent protection and sharing, standard research and formulation, information collection and organization. Carry out in-depth cooperation.

The third is to use industry alliances as a link to promote resource integration and joint development. Industry alliance is an important way to promote the rapid development of emerging industries. The China OLED Industry Alliance, established in June 2011, has established six working groups of core technologies, key supporting, intellectual property, standards, lighting and marketing by organizing relevant domestic enterprises, research institutes and scholars from universities and colleges. Carry out relevant research work, guide the upstream and downstream enterprises to jointly carry out key technical research and accelerate the improvement of the industrial chain through the industry alliance platform.