On the 16th, the National Development and Reform Commission and the Ministry of Industry and Information Technology issued the "2014-2016 New Display Industry Innovation Development Action Plan" (hereinafter referred to as the "Plan"), which clearly defines AMOLED industrialization as an important task.
The Plan requires that by 2016, the low-temperature polysilicon (LTPS)/oxide (Oxide) liquid crystal display (LCD) and active matrix organic light-emitting diode (AMOLED) technologies will be fully mastered, and the annual production capacity will reach 5 million square meters after mass production. Meter, 2.4 million square meters. The Plan also proposes that by 2016, the capacity utilization rate will remain at a reasonable level, the product structure will be continuously optimized, and the efficiency of the industry's resources and environment will be significantly improved. The shipments by area will reach the second place in the world, and the global market share will exceed 20%. The scale is over 300 billion yuan.
To this end, the Ministry of Industry and Information Technology encourages enterprises with independent high-generation back-plate production technology, and enterprises with industrialization base in the field of AMOLED to build new display panel projects in the agglomeration area. Other regions can cooperate with industrial clusters to develop supporting facilities according to their own industrial bases. industry.
AMOLED is a technology that can make the screen of a mobile phone fold and bend. It is the technology that most companies in the world have paid attention to. The Samsung of South Korea has already realized the mass production of small and medium-sized AMOLED. The data shows that about one out of every four smartphones uses an AMOLED display, mostly from Samsung. In addition, wearable smartphones and car display technology also provide a huge market space for AMOLEDs.
A-share listed companies have seen the potential of AMOLED technology and have been working hard in this field for a long time. For example, BOE A said on the interactive platform that the AMOLED of the company's Erdos 5.5 generation line 34K (30K LTPS LCD, 4K LTPS AMOLED) capacity is scheduled to be mass-produced before the end of 2014; Zhongying Electronics is in the “Investor Relations Activity Record Form”. In the report, the company's AMOLED chip product line is currently in the investment period, and it is necessary to wait until the market expands to a certain scale before it has the opportunity to enter the harvest period.