The cost of mobile phone OLED panels is approaching LCD, OLED will become the mainstream of mobile phone display
LCD prices plummeted. Manufacturers from South Korea, Japan, China, etc. moved into the OLED market. PIDA stated that Panasonic’s Panasonic Liquid Crystal Display (PLD) will cease LCD panel production in 2021 at the end of last year to meet market demand for industrial transformation. , Investing in new LCD for Samsung products, the current cost of 5.75-inch OLED panels, compared with 6-inch LCD panels, the cost price has been reduced to the level of LCD, about 15-18 US dollars, as the cost continues, it will gradually replace LCD mobile phone panels this year. Become a new generation of mainstream display technology.
In recent years, new application products have appeared in different application fields of OLED panels. LGD will showcase 48-inch roll-down OLED TVs at CES this year, and hotel applications have demonstrated 8 55-inch OLED panels. This year's automotive panel is an important niche market for various manufacturers to compete for this year's type of art wall, and two 12.3-inch automotive information displays.
Porsche introduced the first 16.8-inch curved OLED instrument display in the electric sports car Taycan last year. The follow-up Cadillac fourth-generation Escalade, Tesla model X and Audi A8 are expected to be introduced in the second half of the year. Automotive OLED The market is expected to bring long-term stable growth to the display industry.
Last year, the penetration rate of smart phones using LCD for Samsung panels reached 60%, while the penetration rate of LCD panels dropped to 40%. There is a strong demand for under-screen fingerprint recognition and touch functions with LCD for Samsung panels, and major smart phone brands have successively introduced For high-end mobile phones, the supply of OLED panels has grown, and costs have continued to drop. They will gradually replace LCD mobile phone panels and become a new generation of mainstream display technology. (Finance Newsletter)
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