[Text / high-tech LED Xu Chaopeng] In the past year, the OLED market seems to be undergoing a "big reshuffle"...
After Sony announced its withdrawal from the OLED market, Matsushita also announced its exit from the OLED panel market in May last year, becoming the second Japanese electronics giant to withdraw from this field. After 15 years, the US OLED Works will soon acquire Philips OLED. The news of the business was also "full of storms" at one time.
When the news came just this month, the news of the acquisition of Philips OLED business was finally confirmed. OLED Works announced the acquisition of Philips OLED light source device business, and the two sides reached an agreement.
"To follow Philips' strategic focus, we have decided to sell the OLED device business to a professional partner so that we can focus our business and resources on developing innovative smart lighting systems and services," said Eric Rondolat, CEO of Philips Lighting.
It is understood that OLED Works was founded in 2010 and is headquartered in Rochester, NY, USA, and is an OLED light engine and panel manufacturer. After the completion of the acquisition, in the coming months, Philips will establish a new company and transfer the core part of its OLED business, including production equipment and related intellectual property rights in Aachen, Germany, and all the shares of the new company will be sold to OLED Works. .
Moreover, after the establishment of the new company, OLED Works will also receive a Philips brand license to sell its OLED light source device products under the Philips brand.
"back" for sale
Later, during the reporter's inquiries to many people in the industry, everyone said that it was not unexpected. (Perhaps, this news has been circulating for a long time), and most of the reasons are from Philips. It was made of rigid glass-to-glass, and the consideration of flexibility was not very important, so it was a big cut to cut this business.
"Philips has always wanted to achieve high-brightness OLED panels, but this has always been a weak point of OLED compared to LEDs." GGII senior analyst Li Shengfa analyzed.
“At the same time, in the past year, despite the extraordinary performance of OLEDs, the performance gap is still very large compared to LED performance, efficiency (lumen/watt), cost ($/KLM) and longevity are far behind. The chief executive of Ke Electronics mentioned Song Dong mentioned.
It is understood that the current challenge for OLED companies is differentiation. The ultimate goal is to achieve large-area and flexible and flexible, but with the new technology challenges such as flexible packaging technology, the development of this field is indeed dynamic. insufficient.
"For example, Matsushita was mostly concentrated on rigid boards. After years of losing money, it decided to reduce losses. It stopped the OLED manufacturing business last year and canceled the OLED TV jointly developed with Sony. This shows that Panasonic has abandoned the ambition of OLED manufacturing. Although it was a record holder in this field just a few years ago," an industry source mentioned.
The industry is still "sunny"
After Sony, Panasonic, and Philips successively sold OLED business, is there no one in this field? NO, there are many people...
According to South Korean news, Samsung and LG are increasing the output of OLED display to cope with the decline in LCD business revenue, and Samsung officially announced that OLED technology is expected to become the only business that will achieve growth in 2016, and It has a detailed plan.
In fact, if you have been paying attention to Samsung, you can find that Samsung has been trying to turn to OLED.
This year, Samsung announced a large-scale production of small-size OLED screen smart TV, and supply flexible OLED display to Apple Apple Watch. According to Samsung's official data, the profit of OLED business will rise 36% this year, reaching 11.8 billion US dollars, although with LCD Compared with the display of hundreds of billions of dollars, the OLED business has little profit, but for companies like Samsung, the layout of the future is the most critical.
However, after Samsung's transition to OLED, the output of traditional LCD displays will decline and prices may increase. In addition, although the OLED display has many advantages, it will still face the problem of insufficient production. At present, the monthly capacity of Samsung OLED display is 39,000, and it will reach 63,000 in the first quarter of 2016, but it still cannot meet the current demand for smartphones, tablets and TVs.
In addition to Samsung, LG Chem and Konica Minolta have also become loyal supporters in this field. Since entering this year, they have indicated that they will invest 180 million US dollars and 100 million US dollars to set up production lines. Konica Minolta is expected to achieve in the end. With a capacity of 1 million panels per month, LG Chem is expected to launch its Gen-5 plant as early as 2017, and LG Chem is currently actively reducing its selling price to $200 per thousand lumens.
“This year our OLEDs have basically achieved road applicability. We will provide preliminary special equipment design next year. At the latest in 2016, we expect to see new cars using a range of OLED products.†Ulrich Eisele, head of Osram's OLED division, proposed A new possibility for OLEDs.
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