The competition for market share is fierce, how does flexible screen speed up

In recent years, the popularity of flexible screen-related products has been tepid. Until recently, well-known mobile phone manufacturers such as Samsung and Huawei have launched folding screen mobile phones, which has stimulated the market’s enthusiasm for folding screen mobile phones again. As a key component of folding mobile phones, flexible screens have become the focus of major panel manufacturers.

Today, the flexible screen market with great potential is becoming the focus of capital. But for panel manufacturers, where is the future of flexible screens heading?

Price and technology, the hurdles that flexible screens cannot overcome

The concept of folding screen mobile phones has long appeared, but it was limited by technology until 2018, when domestic panel manufacturer Royole Technology released the world’s first folding screen mobile phone FlexPai. Although the mobile phone that only existed in the concept was successfully manufactured, it did not make much waves at that time, and the flexible screen technology did not develop rapidly because of this.

Until 2019, well-known mobile phone manufacturers such as Samsung and Huawei have launched their own folding screen mobile phones, bringing this product back into the public eye. Thanks to the huge influence of well-known mobile phone manufacturers, folding screen mobile phones have gained a high influence.

The competition for market share is fierce, how does flexible screen speed up

However, the high price of folding screen mobile phones has prevented its development momentum. The folding screen mobile phone FlexPai first released by Royole Technology is priced at 8,999 yuan, and then the folding screen mobile phone products released by Samsung and Huawei are more than five figures. Cheap”. The high price means that the folding screen mobile phone is not positioned in the mass group, but this part of the consumer group occupies the largest market share, so the price alone indicates that the current folding screen mobile phone cannot achieve large-scale promotion.

In addition, the current flexible screen technology is immature, which also affects the development of folding screen mobile phones.

As the core Display component of a folding screen mobile phone, the flexible screen can almost be said that the quality of the flexible screen determines the quality of this mobile phone. From the perspective of the special attributes of the folding screen mobile phone itself, because it can be repeatedly bent, the length of the flexible screen’s bendable life will be one of the most important attributes for consumers.

The problem is that the current flexible screen technology has not reached this height, and the foldable life is short. Moreover, the mechanical structure of the folding screen itself is prone to the problem of jamming, which directly or indirectly causes damage to the screen.

Under the combined effect of various factors such as immature technology, low quality, frequent failures and high prices, coupled with the low recognition of related products by consumers, the development of folding screen mobile phones has been greatly delayed. The flexible screen of the components has not been able to borrow the “spring breeze” of the folding screen mobile phone.

The competition for market share is fierce, but the crisis of capacity growth still exists

Folding screen mobile phones are actually just an application of flexible screens. As a category of panels, flexible screens are an important direction for the future development of the screen industry. Flexible electronics, represented by flexible screens, was once listed as one of the top ten scientific and technological achievements in the world, and has an extremely wide range of applications and development potential in the electronics industry.

Behind the huge application value is a huge and rapidly growing huge market. According to statistics from ubiresearch, the global flexible OLED display screen production in 2018 was about 137 million pieces; by 2019, this number has rapidly increased to 149 million pieces.

Although the market is vast, in the flexible screen industry, most of the market share has been occupied by leading companies. According to the statistics of the Prospective Industry Research Institute, as of 2019, South Korea’s Samsung has occupied nearly 80% of the global market share, firmly grasping the entire flexible screen market. Not only that, Samsung also has a complete vertically integrated supply chain covering all businesses, with significant advantages from technology to supply chain.

The competition for market share is fierce, how does flexible screen speed up

On a global scale, the second is the domestic panel manufacturer BOE. With the world’s second sixth-generation production line capable of mass-producing flexible AMOLEDs built in 2017, BOE has successfully broken the situation that domestic flexible OLEDs cannot be produced.

In terms of market share, although it ranks second in the world, it has an insurmountable gap with Samsung, which is in the top position. But even so, in the domestic flexible screen industry, BOE is undoubtedly the leader. With multiple flexible screen manufacturing lines and technical advantages in flexible screen manufacturing, BOE has a better advantage over other domestic manufacturers in terms of output and product quality.

In the domestic flexible screen market, it is its old rival TCL that can compete with BOE. As an opponent that can form a strong competition with BOE, TCL has a small gap with BOE in terms of technology and production line.

In addition to these old domestic screen manufacturers, Royole, a rising star, is also a dark horse among domestic screen manufacturers in recent years. Rouyu Technology has taken a different route from domestic screen manufacturers: a comprehensive enterprise that combines screen manufacturing and mobile phone production.

This structure of Royole is similar to that of Samsung. It not only has the ability to research and manufacture screens, but also involves in the design and production of mobile phones. Not only that, Royole has also taken a different path from other manufacturers in the flexible screen manufacturing process.

The competition for market share is fierce, how does flexible screen speed up

Different from the “low temperature polysilicon (LTPS)” route adopted by traditional manufacturers, Royole has developed a new technology called “Ultra Low Temperature Non-Silicon Process Integration Technology (ULT-NSSP)”. According to the official information disclosed by Royole, compared with traditional technology, this technology does not use silicon materials, and at the same time, the process temperature is low, so the equipment cost and yield rate are better. It is foreseeable that Royole will be able to become a strong competitor in the future.

Although the competition in the flexible screen industry is fierce, in order to expand its market share, in fact, it only needs to have a larger output. Samsung can occupy nearly 80% of the global market share, thanks to its huge output, which is the main reason why Samsung has become the global flexible screen giant.

The problem lies in the disadvantaged position of domestic manufacturers in terms of capacity growth. Due to the lack of technical capabilities of core manufacturing equipment in the flexible panel manufacturing process, the improvement of production capacity and the construction of production lines are extremely dependent on foreign related manufacturers, which greatly reduces the competitiveness of domestic manufacturers. If domestic manufacturers want to break through the current situation, breaking the technical barriers will be the core key. To a certain extent, Royole Technology can become a dark horse because it has its own advantages in key technologies.

Folding screen mobile phones are not the future, expanding the business territory is the focus

It is undeniable that the folding screen mobile phone has brought a broad development prospect to the flexible screen industry, but at present, the folding screen mobile phone can not become the main choice that the flexible screen industry can rely on in the future, and looking for other business directions has become the current development of the flexible screen. Main choice.

The excellent physical properties of flexible screens mean that they have very large application scenarios. In fact, there is a huge demand for flexible screens in various channels. The first is the VR industry with great future development potential. Because VR equipment needs to ensure the authenticity of virtual reality for users, it is often necessary to use VR helmets to ensure a more realistic virtual experience. Ordinary hard screens cannot be bent, so such virtual reality display devices tend to be less realistic.

The application of flexible screen can better realize virtual reality and improve user experience. The VR industry is a huge market worth more than one trillion yuan, and virtual reality equipment is the core equipment, which shows that the development prospect of flexible screens in the VR industry is huge.

In addition, flexible screens have been widely used in wearable devices. It can be bent, which means it can better conform to the human body structure and provide a more comfortable wearing experience. Similarly, the wearable field is also a subdivision of the huge application range of flexible screens, and this market segment also has great potential for value. In addition, in many fields such as daily necessities, electrical equipment, advertising display equipment, etc., flexible screens have shown a very high degree of fit.

The emergence of folding screen mobile phones has opened up the era of flexible screen applications. Although at present, folding screen mobile phones have not entered the hands of consumers on a large scale. However, with the continuous maturity of technology, when folding screen mobile phones begin to appear in the hands of ordinary consumer groups, at that time, the prelude to the first year of flexible screens will officially begin.

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Author: Yoyokuo