Although in the field of TV, OLED technology has looked a bit decadent in the past two years, the total sales volume has not increased, the market share has not been raised, and there was even a big decline last year. But in the IT equipment segment, OLED now seems to have a tendency to replace LCD as the mainstream technology. In addition to mobile phones, Samsung and LG have made some moves on the OLED production line of IT equipment for a long time, and now BOE has also joined in, in our opinion, these three major manufacturers should be able to lead the OLED technology of IT equipment in the future.
The so-called IT display equipment,Mainly refers to the traditional IT display products other than mobile phones and TVs,Mainly including monitors、Notebooks and tablets three screens,The basic size is usually smaller than the TV but larger than the mobile phone,Of courseLG will be 42Inch and 48Inch OLED panel used on TV and monitor at the same time is an exception。 Now the three major factories are under construction 8The 6th generation OLED factory, coupled with Apple's upcoming full shift to OLED panels, is almost an inevitable trend in the next few years.
In April last year, Samsung announced that it would invest $3.1 billion by 2026 to produce the 8th for tablets, laptops and other IT devices6th generation OLED panel. BOE also announced an investment of $9 billion in December last year for 8The 6th generation OLED production line, focusing on the production of IT OLED panels, is expected to be completed by the end of 2026. As for LG, the follow-up time is a little later, and it is reported that LG is also moving forward with the establishment of 8Regarding the 6th generation OLED plant, it is reported that LG will introduce 86th generation IT OLED equipment.
Of course, looking at it now, everyone still needs time to improve their 86th generation production line, but the completion of 2026 does not mean that the current IT OLED panel will come to a standstill, judging from the current products on the market, notebooks, monitors, and tablets, the screens of these devices all use these three OLED panel products. It's just three investments for the future, which proves that these traditional panel manufacturers are optimistic about the development of OLED in the IT field.
What's more interesting is that LG is said to have transferred the production line that was originally used to produce large-size cheap OLED TVs to the production of 86Generation IT OLED panel,Considering the poor development of the OLED TV field in the past two years,LGThe direction of change is also understandable,It's just that,It means that the cost of TVOLEDThe panel cannot be reduced temporarily,It is still difficult for everyone to buy cheap OLEDTV。
However, it is worth noting that the current three companies have invested 8The manufacturers of the 6th generation OLED IT panel are actually Apple's top suppliers. There are also some internal sources that say that it is because Apple will switch MacBook, iPad and IMAC products to OLED screens in the future, so these three companies are actively investing in 86th generation production line. Because Apple represents the trend of the market and consumption to a large extent, if Apple fully turns to OLED, then other manufacturers will follow, then this will undoubtedly be a great help to promote the popularity of OLED.
We have the opportunity to see the first iPad Pro with an OLED panel this year, but this is produced in an existing factory, 8Gen 6 will not only be able to support the size of today's laptops and tablets, but will also optimize the size of the display, mainly for better results and lower costs. In this way, we believe that the next three years will be the time period for the entire IT industry to transition from LCD to OLED, especially for mid-to-high-end products, which should adopt a large number of OLED panels.
At present, these three companies are the biggest moves, but in addition to Samsung, LG and BOE, Huaxing Optoelectronics is also trying to enter this ranks. Of course, CSOT uses printed OLED technology, which theoretically has a lower effect and cost. At the end of this year, CSOT will launch some printed OLED products, mainly IT products, which can be regarded as testing the water. Therefore, it is still unclear who of these companies will become the big winners of the market in the future.