In depth report on the hottest folding flexible sc

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Folding flexible screen industry depth report

"In fact, the flexible screen technology has begun to become practical in the past two years. By this year, it can be said that it has accumulated a lot and gone to the front stage. Many observers believe that the first impact of the flexible screen technology is to bring complete changes to the industry, so that the industry does not think about the flexible screen. If the observation of the folding flexible screen technology is limited to the industry, it is a little narrow. This is a revolutionary The influence of technological innovation will inevitably spread over it, consumption, life services and other fields, and even reconstruct hardware and software systems, and bring countless business opportunities in many fields. It is necessary for us to have an in-depth understanding of this. "

intelligent iteration accelerates the development of folding flexible screen

on February 21 this year, Samsung released its first folding screen, named galaxyfold, which is equipped with a 4.6-inch external small screen and a 7.3-inch internal collapsible large screen. When folded, it is a conventional one. When opened, it is a tablet computer, and it can be folded in half like a book

can effectively solve the pain point of pursuing unlimited interactive experience in a limited space. Folding screen design is expected to become one of the standard configurations of high-end flagship, compete with the design routes such as all glass fuselage, and meet the outbreak of shipments in the future

the folding penetration rate in 2019 is about 0.1%, and the corresponding shipment volume is about 1.5 million units. In 2020, the folding penetration rate is expected to increase to 0.7%, with a corresponding shipment of about 10million units

flexible materials are the key to the supply chain.

foldability can promote the demand for flexible OLEDs. Suppliers represented by Samsung and Huawei launched the first batch of foldable intelligence, which will promote the industry's demand for flexible OLED panels. Although folding screen is a high-end product this year, and subject to the scale of production capacity, the sales scale is small. However, with the gradual running in of the industrial chain, the folding screen scheme has become mature, and the democratization trend is clear after the pro sample is broken. According to IHS data, the shipment of foldable AMOLED was about 200000 pieces in 2018, and it is expected that the shipment will increase to about 50million pieces in 2025, with a seven-year compound growth rate of 220.17%

although folding screen is expensive at the initial stage of release, folding intelligence is expected to return to the price range of medium and high-end users in the future after the cost of folding display industry chain is reduced through process and material improvement and large-scale production. We believe that the folding screen supply is expected to complete the stable supply faster than the original flexible OLED, forming the next tuyere

① the range of equipment procurement for evaporation and plating machine has increased, and domestic manufacturers have successfully promoted it. In terms of OLED production process, the middle cell process is changed from liquid crystal filling to evaporation packaging. This link is still one of the most delicate links in OLED manufacturing process, involving pixel layout, precise evaporation, film yield and other steps. Previously, the evaporation machine was the key equipment that restricted the development of flexible OLED technology in China

in the past year, with the increase of core equipment capacity and the lifting of patents, China's panel manufacturers have invited tenders and imported a number of evaporation machines, and the procurement range is much larger than that of the previous two years, which confirms the progress of the investment and construction of China's flexible OLED production line. BOE, as the first mainland manufacturer to adopt canontokki evaporation machine, has also successfully built a leading flexible OLED production line in China. With the equipment in place, the rest of the panel production lines are expected to accelerate the follow-up

② phosphorescent materials are consumables in the current period, and their increased use confirms the breakthrough of OLED industry. Phosphorescent OLED materials have obvious advantages because their luminous efficiency is four times higher than that of traditional fluorescent OLED materials, which can also reduce heat generation and increase the number of AMOLED backplane choices. UDC is famous for its R & D strength. Its phosphorescent OLED material is an indispensable part of low and medium power consumption of OLED displays and lighting, which binds all manufacturers of OLED panels on the market

therefore, UDC's material sales revenue reflects the current trend of OLED panels to a certain extent. Last year, apple joined the flexible OLED panel camp, and its performance reached a high point in the fourth quarter of 2017. Then in the first quarter, the intelligent inventory was opened, and the productivity of Samsung OLED production line decreased, and UDC's revenue also fell. However, from the annual perspective, with the introduction of flexible OLED panels into flagship models and folding models, UDC's material revenue has made a significant breakthrough in 2017 and 2018

with the improvement of OLED screen penetration and the mass production of folding screens, the global OLED panel shipping area will increase from 4.97 million square meters in 2017 to 19.77 million square meters in 2021, with an average annual compound growth rate of about 40%. In China, the shipment area of OLED panels will increase from single digits to 4.09 million square meters in 2021, achieving explosive growth

flexible screen will promote great changes in the industry.

the emergence of flexible screen technology will bring far-reaching changes to the entire it and Internet industries. The revolutionary change of flexible screen lies not only in its softness, but also in its ability to rely on its own material luminescence without backlight and filter. Such a screen is foldable and light, which brings a lot of imagination to the future form of, smart devices and wearable devices

the 2019 spring/summer Paris fashion week, which just ended on October 2, has become a stage for fashion designers and fashion manufacturers in various countries to embrace new technologies. Among them, the most eye-catching black technology is all kinds of flexible screens that can be embedded in clothing, clothes and hats. The close relationship between people and things is undoubtedly evident in this fashion exhibition. In fact, this fashionable and cool black technology has been shown by manufacturers at this year's World Cup in Russia. Fashion people combine this ultra-thin, lightweight and flexible display device with clothing fabrics. With the real-time transmission of such devices, the cultural exchange between China and Mongolia has entered a new stage. With the support of touch interaction, they can express themselves at will

folding screen can give consideration to both large size and portability. Theoretically, the screen size of the folding screen is twice that of the traditional one, which greatly increases the display area and brings a similar operation experience with tablet computers. At the same time, it can be easily put into the pocket after folding, and it still has strong portability, so folding screen will be the next development main line of large-scale

flexible OLED panel manufacturers benefit from the two main display panel technologies of LCD and OLED. LCD cannot be folded because it is packaged in glass and requires backlight module. OLED can be made into flexible OLED panel with folding function by using flexible PI film. At present, it will become the only screen scheme of folding screen

at present, the main obstacle to the large-scale popularization of flexible OLEDs is that the low yield leads to high cost, which leads to high ex factory price. With the continuous improvement of yield, the cost of flexible OLED will drop rapidly. According to DSCC's prediction, the cost of Samsung's 7.3-inch foldable flexible OLED panel will be close to $180 in 2019, but will decline rapidly in the next three years. By 2022, the cost will drop to about $90, a decrease of about 50%

due to the influence of production capacity, cost and other factors, it is still far away to popularize and apply the foldable in a large scale. Jibang consulting predicts that the OLED industry chain in 201can be divided into three links: upstream raw materials, production equipment, drive circuits, etc., midstream OLED panels and modules, and downstream and TV

although these materials are inconspicuous, the technical barriers are very high. Limited by foreign patent blockade and protection, the global supply of OLED organic materials is basically in the hands of Korean, Japanese, German and American manufacturers, with an absolute say

flexible technology has rapidly penetrated into large-size screens.

folding screen and curlable TV usher in the wind. 2019 will be the first year of flexible display. Both smart and smart TVs have reached the intersection of developing key monomers, special additives, complete sets of engineering technologies for the preparation of environmentally friendly high-performance resins, and environmentally friendly high-performance surface materials and utilization solutions, and the field of foldable screens has become their choice

with the successive exposure of LG and Samsung's foldable flexible screen smart TVs, domestic TV manufacturers are also eager to try. Recently, TCL just Henan hengruiyuan industry, Hunan Xiangxi laodi biology, Hubei laolongdong Eucommia ulmoides, Shaanxi Lueyang Jiamu Eucommia ulmoides and Shaanxi Ankang Heye biology have invested heavily to help the industrialization of Eucommia ulmoides gum. They have just applied for and passed a new patent, which shows an intelligent device equipped with a folding screen, which can be folded into five forms, including two tablet computer forms Two smart forms and one smart watch form with curved screen. Domestic home appliance manufacturers such as Hisense and Changhong have all thrown out plans for foldable terminals, and some manufacturers are also interested in curly TVs

in addition to TCL, Hisense, a domestic household appliance manufacturer, also unveiled its folding, which is being developed last year, using a flexible screen design. Changhong insiders also revealed that the company will not rule out the application of advanced flexible technology in TV and

the advantage of foldable screen and curly screen is that it can double the display size with less volume increase. At the same time, the large-size screen can also be used in separate screens and display two applications, providing a multi task processing experience similar to PC


the most important change that the flexible screen brings to all devices is that it can make any space that people can touch into a display and control interface. This has unimaginable application possibilities in the fields of modern logistics, smart home and IOT

in the future, lightweight and portable wearable devices will be deeply combined with IOT, so that people can easily control surrounding smart devices anytime, anywhere. The flexible screen that can be seen everywhere and integrated into our various life scenes, combined with AR technology, can be used in games, film and television, social networking, and tourism exhibitions

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