The penetration rate of OLED panels for mobile phones is rated as excellent

The penetration rate of OLED panels for mobile phones is rated as excellent

As OLED’s penetration into the mobile phone market gradually expands, IT products will become the next battleground for key OLED developments. In order to further expand the IT market, panel manufacturers have increased capital expenditures for building IT panel production lines and shifted planning to higher-generation factories to enable more efficient and cost-effective partitioning while still tackling increasingly complex technical challenges.

Compared to the performance of traditional LCDs in laptops, OLED has obvious drawbacks in terms of lifespan and price, and its IR drop (voltage drop) has a more obvious impact on power consumption as size increases. In order to eliminate the voltage drop and pixel unevenness caused by the passage of current through a large area, in addition to the transparency and thickness (resistance) of the cathode, the design of additional auxiliary electrodes is even more important to reduce power consumption. In terms of performance, COE (Color Filter Encapsulated) and MLP (Micro Lens Panel) technologies can also be used to improve light output efficiency and reduce overall power consumption. Combined with the adoption of tandem technology, daisy chaining OLED displays can effectively extend the life of the material, since the current is halved at the same brightness, which is within the specifications of laptops.

In terms of materials, in order to solve the problems of poor traditional fluorescent light output and blue phosphorescence lifetime, in addition to the mass production of LGD deuterium blue series fluorescent materials, the strategic deployment of the third generation OLED material TADF (Thermal Activated Delayed Fluorescence) and mass production fourth-generation superfluorescence is also gradually accelerated. 100% energy conversion, which previously could only be achieved by doping phosphorescence with noble metals, can be achieved with TADF, while superfluorescence is achieved by doping fluorescent materials with TADF to solve the problems of TADF’s large half-wavelength, poor color purity, and life expectancy. In addition to actively improving the luminous efficiency of blue light, SDC also recently acquired the German company Cynora and 300 to 400 OLED patents. Previously, Cynora released green and blue TADF materials, claiming that the blue materials increase light output by 15%. In addition to curbing the price of UDC’s blue phosphor materials, this acquisition also poses a threat to panel makers who choose to use TADF materials in the future. In the event of a dispute with Kyulux, another Japanese company that has made progress on TADF, SDC can create a protective barrier of patents.

TrendForce also indicates that in the construction of large-generation OLED panel factories, glass substrates laminated with thin-film encapsulated hybrid OLED displays will be prioritized to reduce weight and solve the problem of wrinkling at the edges of PI substrates as the surface area increases. In addition, the size limitations of evaporative equipment have always been problematic. The organization of different generations of evaporator equipment has been the key to the development of the current wave of technological evolution. To overcome the sag in the center of gravity of the FMM mask caused by the elongation and resolution of larger generations, and to ensure evaporation efficiency after increasing the total surface area, SDC partnered with ULVAC to develop vertical evaporation equipment. However, the transport of vertical substrates, the distribution of tension after the vertical mesh, and the uniformity of material flow during vertical evaporation will lead to big problems in the new process. In addition, after SDC signed an agreement with ULVAC, other panel manufacturers are looking to TOKKI to continue negotiations to re-optimize generation-specific horizontal machines and wish to more consistently overcome major problems with, for example, G8.6 or multiple G6 machines. . As for the large-generation printed OLED display jointly developed by CSOT and JOLED, the related materials and equipment are still to be improved, which will affect CSOT’s future planning for OLED notebooks and the development of its T8 production line.

Thus, TrendForce believes that the next few years will be a critical period for increasing OLED penetration. In the past, Apple has repeatedly played a key role in many new technologies and new product launches. The aforementioned development and discussion of numerous mid-size OLED technologies is also closely related to Apple’s plan to use OLED panels in future mid-size products. As the slow evolution of the efficiency of large-generation equipment and materials, combined with the overall impact of the unfavorable economic environment in general, continues to be constrained in the short term, the development of OLED panels in mid-sized IT products will continue. slowly over the next two years. However, if Apple is able to launch the iPad and MacBook series with OLED panels as per its plans after 2024, it is expected to bring extremely positive results in the development of OLED panels in terms of IT products.

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