With the advancement of R&D technology, today's OLED screens are also large-scale production. Many companies in China are already leading OLED companies. Independent research and development is the mainstream of the current era. So what are the representative OLED companies in China? Today, we will talk about the representative companies in China's OLED and the concept stocks related to OLED display.
Domestic OLEDLO ​​leading enterprise rankings: First, VisionoxSince optimistic about the development prospects of the OLED industry, since 2002, Visionox has built the first PMOLED pilot production line in mainland China based on the technology researched by Tsinghua University. In 2009, Visionox established the first AMOLED pilot production line in mainland China. In 2010, the technology integration of LTPSTFT backplane and OLED was realized. After less than two years of hard work, Visionox has become one of the world's leading PMOLED suppliers, and its products are exported to Europe, America, Japan, Korea and Taiwan. In 2010, Visionox's market share in mainland China reached 40%. In the first quarter of 2011, PMOLED shipments ranked third in the world.
In August 2010, Shenzhen Tianma Microelectronics Co., Ltd. disclosed that its holding subsidiary Shanghai Tianma plans to invest in the construction of the 4.5-generation AMOLED pilot line with a total investment of 492 million yuan.
At the 2011 Portable Product Innovation Technology Show, Tianma Microelectronics acquired NEC in February 2011 and began investing 7 billion yuan in Xiamen in the second half of the year to build a 5.5-generation LTPS factory, AMOLED small and medium size display.
In May 2011, during the “2011 Shenzhen Photoelectric Display Week and Shenzhen Color TV Festivalâ€, BOE officially released the AM-OLED development plan and actively deployed new display technologies. According to reports, relying on the production line of the 4.5th generation of TFTAM-OLED in Chengdu, and actively promoting AM-OLED, it is expected that BOE will be able to launch LTPS (low temperature polysilicon) display panels for mobile terminals such as mobile phones during the year; in the future 3 to 5 During the year, information such as IT and TV, and AM-OLED display panels for video terminals will be launched.
Wang Gang, director of future display technology research and development of BOE, said that BOE will actively promote the independent R&D capability and industrialization of new display technologies such as AM-OLED in China based on the core technology of TFT-LCD.
Sichuan Hongshi has one of the most complete PMOLED production lines in China, with an annual production capacity of 12 million pieces (calculated on a 1-inch screen), which is mainly based on the application requirements of its own products. Since its commissioning in April 2010, the line's product yield has now exceeded 90%. It is understood that Hongvision also has an AMOLED panel test line and a PMOLED experiment line.
For the construction of large-size AMOLED production line, Hongshi Company started to formulate corresponding plans as early as the end of 2009. Taking into account the technical risks and equipment risks of AMOLED production line, Hongvision has repeatedly demonstrated.
On June 9, 2011, Rainbow Shares (600707) announced that the company's holding subsidiary Rainbow (Foshan) Flat Panel Display Co., Ltd. plans to raise 315 million yuan to build AM-OLED (active matrix organic light-emitting diode panel). The test line project, and plans to issue 1.6 billion short-term financing bills to meet the company's industrial restructuring and the rapid development of new industries.
Xinli Semiconductor Co., Ltd. began to contact OLED in 2001, and invested 200 million yuan in 2003 to establish the first real medium-volume production line in China. The output of 1-inch screen is 200,000. Products, mass production of color products in mid-2004, mass production of the most demanding automotive products in 2007. After nearly 10 years of technology accumulation, Xinli actively responds to the "high-quality, high-performance, low-cost" customer needs, fully grasps the device technology, production technology, testing technology, yield control technology, and owns mobile phones, consumer electronics, and industrial Control, automotive electronics and other complete market layout.
At the right time in the future, Truly will add a large-scale OLED production line and expand the AMOLED mobile phone application market. At that time, Truly's OLED will provide products and services for almost all market applications. Sanyi Library 3y.uu456.com contains all kinds of professional literature, secondary education, industry materials, foreign language learning materials, various qualification examinations, early childhood education, primary education, professional papers, applied writing instruments, literary works appreciation, 162011 domestic main OLED Enterprise development status and other content.
With the release of OLED screen news in Apple's iPhone model last year, many listed companies in the OLED industry have been investigated by many star agencies. Among them, Wanrun (002643) was investigated by 65 institutions last week, including thousands of joint ventures, Danshuiquan, Zhuque Investment and Xingshi Investment. Zhongying Electronics (300327) was subject to exclusive research by Harvest Fund. Zhiyun Co., Ltd. (300097) obtained investigations from 49 institutions including the 1,000 joint ventures, Penghua Fund, Rongtong Fund and Huashang Fund.
In terms of investment strategy, CITIC Jiantou said that the organic luminescent materials upstream of OLED are mainly in the hands of foreign manufacturers such as Japan, South Korea, the United States and Germany, and there is no substitute product in China. Domestic enterprises mainly provide intermediates and monomer crudes for OLED organic materials for international OLED material manufacturers. With the outbreak of demand for OLED panels, the sales volume of domestic intermediates and monomer crude products is expected to increase substantially. The current leading enterprises are expected to continue to grow and follow the rise of the entire industry chain.
Haitong Securities (600837) said that the traditional display shows that growth is weak, and OLED is expected to be infiltrated by a strong force. The fact that OLEDs replace current TFT-LCDs and gradually become the next generation of mainstream display technology is already recognized by most people in the industry. The upstream material market has great potential and needs to be further explored. NPD's latest quarterly report on OLED materials indicates that the market size of organic materials used in luminescent and general layers of OLED panels is expected to grow to $3.4 billion by 2017. The upstream luminescent materials market is experiencing a growth trend due to the outbreak of OLED products, which is beneficial to domestic related display material manufacturing enterprises.
Can pay attention to related leading stocks, Wanrun shares, Zhongying Electronics, Fuyang Huicheng (300481), Beijing Junzheng (300223) and so on. In addition, related companies in the OLED industry chain include Zhiyun, Danbang Technology (002618), Xinlun Technology (002341), Kangdexin (002450), Shentianma A, and BOE A.
Zhongying Electronics: The company's AMOLED screen driver chip has been invested in R&D for many years. It is a technology leader in China and is the only manufacturer in China that has produced AMOLED screen driver chips. Last year, the company's AMOLED screen driver chip successfully entered the Heguang Optoelectronics supply chain, and its technology and production capacity were successfully recognized by the market. The company's New Products are also under continuous development, and its research and development strength is very strong. The company said that AMOLED driver chips will be used in VR (Virtual Reality) Amoled screens in the future.
Huiyang Huicheng: The company focuses on the development of OLED blue-emitting functional materials bismuth derivatives. Other OLED functional materials listed in the development plan mainly include: OLED hole transport materials, hole injection materials, hole blocking materials, electron transport materials, and electrons. Injecting materials, electron blocking materials, and catalyst ligands, organic phosphine compounds, etc. Through the above methods, the company will continue to enhance its market position and product competitiveness in the field of OLED functional materials, and gradually cultivate it into a new profit growth point of the company.
Wanrun shares: The company is a leading supplier of OLED intermediates in China. It has entered the supply chain system of well-known manufacturers such as LG and Samsung, and will benefit significantly from the downstream demand of OLED. In the first quarter of this year, the company's operating income increased by 59.17% compared with the same period of last year, and the net profit increased by 279.62%.
Xinlun Technology: On the interactive platform of investor relations on May 4, the TAC film is one of the main raw materials for polarizers, accounting for about 50% of its cost. Polarizers are still used in OLED panels, but due to polarizers The structure changes, the amount of TAC film used in the OLED is reduced, and a new film COP film is applied. For the OLED and LED touch screen companies have carried out industrial layout and technical reserves, COP film, touch screen film, SRF film and other companies have mature technical reserves. The company has a clear understanding and judgment on the development of technology trends in the display industry, so it has already carried out related product layout and planning.
Zhiyun shares: The company is expected to benefit from the increased penetration of AMOLED and usher in high growth performance. CITIC Securities (600030) believes that Xinsanli, a subsidiary of Zhiyun, has achieved sales revenue on such equipment, and its R&D and sales progress is significantly faster than domestic competitors. In view of the breakthroughs made by Xin Sanli in the major international mobile phone customers, the equipment is expected to generate great performance flexibility in the future, driving Zhiyun's 2017 results to significantly exceed expectations.
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