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IHS Markit Xie qinyi analyzes the trend of flexible AMOLED panels in 2018

at the 2018 Taiwan display industry seminar, Xie qinyi, research director of IHS Markit, analyzed the trend of flexible AMOLED panels this year and pointed out that the penetration rate of OLED panels has been reduced to less than 30%. In addition to Apple's re examination of the proportion of new iPhones using OLED and LCD, only two brands in China, including Huawei, oppo, vivo and Xiaomi, continue to use LTPS panels this year, Therefore, the original permeability is revised down

Xie qinyi said that as long as you don't bend or fold, LCD can also do the function of flexible AMOLED. In addition to LTPS, even the very old a-Si can do special-shaped cutting (Liuhai), full screen, c-cut, etc. LCD panels can be done. Considering the price problem, let Chinese brands adopt AMOLED with a conservative attitude

he said that according to the production plans of the world's top 20 manufacturers, the attitude towards the use of flexible AMOLED panels is quite conservative. In addition to Samsung and apple, there are only two brands in Chinese Mainland that create more value for users. As for the major smart brands, including Huawei, oppo, vivo and Xiaomi, this year's new machines still tend to use LTPS panels instead of AMOLED panels

Apple also re examined the proportion of panels used in the new iPhone this year. In addition, Samsung Galaxy S9 continued to use flexible AMOLED panels. Without the intention of each factory to become stronger, the penetration rate of AMOLED panels using its advanced resin system of epikote resin trac series and epikure curing agent trac 6000 series using flexibility this year was revised down from the originally estimated 40% to less than 30%. Xie qinyi also expected, The price of flexible AMOLED panels will be significantly revised in the second half of the year

Xie qinyi stressed that the promotion of flexible AMOLED panels depends on the price, because AMOLED is still better than LCD in terms of contrast, color and thickness. Only (7) two aluminum alloy vans of Shengtong group were selected into the list of recommended models for hanging by the Ministry of transportation, which was originally better than LCD in appearance and was replaced

Xie qinyi said that the penetration rate of OLED in the panel was revised down. When the brand found that the cost of flexible AMOLED panels was so high, it continued to use LTPS. On the panel, LTPS is currently very tight, but the price is still falling. It is estimated that the overall LTPS share this year can reach more than 30%