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Company News >> BOE's 140 billion Yuan to Flexible AMOLED Materials and Equipment Manufacturers Will Benefit
In a global outburst of overcapacity, BOE A re-emerged in the industry on March 8th, 2018, and issued an announcement on the investment and construction of the sixth-generation AMOLED (flexible) production line project in Chongqing and related transactions. 》 The contents of the announcement are displayed to better comply with the development trend of flexible display technology, and grasp the market opportunities of AMOLED display products. It is planned to invest 46.5 billion yuan to build the sixth-generation AMOLED (flexible) production line project (hereinafter referred to as "project") in Chongqing's Liangjiang New District. The main products are positioned as AMOLED high-end mobile phone display and emerging mobile display products.
Regarding the investment of projects that people are concerned about, the registered capital of the project company is 26 billion yuan, of which 16 billion yuan will be raised by the Chongqing Municipal People's Government and/or its designated investment platform, and the company will be responsible for raising 10 billion yuan. In addition, the difference between the total investment of the project is 46.5 billion yuan and the registered capital of the project company is 26 billion yuan, which is solved through external financing, and it is ensured that the project company's fund demand plan is timely and fully in place.
In addition, the name of the project company is Chongqing BOE Display Technology Co., Ltd.; the main products are flexible display products such as mobile phones, vehicle-mounted and foldable notebooks; glass substrate size: 1,500mm×1,850mm; design capacity: 48K/month; project construction period : 28 months.
In addition to the six flexible AMOLED production lines, on March 7th, BOE and Huaxing Optoelectronics also launched their respective 10.5 Generation (Huaxing Optoelectronics 11th generation line) ultra-high-end LCD panel projects in Wuhan and Shenzhen respectively.
However, before this, whether the shrinking LCD TV market led to a decline in panel prices in the first quarter, the oversupply of industrial LCD panels caused by the sound or the Apple iPhoneX sales during the Chinese New Year is not as expected, Samsung's flexible AMOLED overcapacity, operating rate Less than 50% has caused Samsung and LG to shelve part of the AMOLED expansion plan. The global display industry is relatively cautious about the subsequent capacity deployment in the flat panel display market.
This time, BOE re-invested a 6-generation flexible AMOLED production line, plus the two scaled flexible AMOLED production lines originally built in Chengdu and Mianyang, and BOE's flexible AMOLED total production capacity reached 14.4K/month. , Has exceeded the current production capacity of 14K large version/month of the 6th generation flexible AMOLED production line of Samsung Asan A3 factory.
In the course of many years in its efforts to overcome the production of flexible AMOLED mass production technology, Samsung has created a large number of upstream materials and equipment suppliers for South Korea's display industry and has driven the entire Korean display industry to increase its manufacturing level. Similarly, BOE's efforts to promote flexible AMOLED production deployment will also bring new development opportunities for China's upstream materials and equipment companies.
According to previous estimates, a 6-generation flexible AMOLED production line will drive over RMB 120 billion in supporting industrial chain investment. BOE's three flexible AMOLED production lines can at least bring about 360 billion yuan worth of matching investment orders for the global flat panel display industry. In the long-term follow-up of the industrial chain, Li Xing found that domestic material companies that have participated in the localization of flexible AMOLEDs have these:
AMOLED smart phone screen driver chip Cadiz Electronics, Zhongying Electronics, Silan Micro;
Research of OLED-based membrane materials such as Xinlun Technology, Kangdexin, Qiangli Xincai, and Hefei radium Optoelectronics;
Hung-Tech Electronics, which is acquired by Jinfu Technology with no more than RMB 1.2 billion, produces OLED-related release materials;
Production of raw materials for OLED luminophores such as Wanrun shares, Xi'an Ruilian, Shanxi Yinuo, Shanghai Gree, Fuyang Huicheng), Agra Leiya, Jilin Aolide and others.
In the upstream device link, Li Xing has collected these data:
Electronic workshop engineering: Asia Cheung integration;
Laser cutting: Huagong Laser, Dazu Laser;
Testing equipment: Jintuo shares, fine measurement electronics;
Module processing equipment: Jintuo shares, Zhiyun shares, connected equipment, Shenzhen Keda;
Fitting equipment: Jintuo shares, Zhiyun shares, Liande equipment, Baode automation, Shenzhen Keda and so on.
In addition, with the shortage of manufacturing costs and response time of international manufacturers, they have gradually withdrawn from the customized system integration component in the entire equipment manufacturing sector, and have also given to the Chinese domestic maintenance and processing service companies that originally served these equipment manufacturing companies. Bring opportunities to quickly seize the market. It is believed that after domestic shipments of flexible AMOLED panels begin to ship, there will be a succession of system integration equipment manufacturers labelled with smart manufacturing, which will once again bring prosperity to China's display equipment manufacturing industry.
As for the later stage module processing, the acquisition of Dijing Optoelectronics' leading intellectual puzzles and Changxin Technology, Helitechi, and other related OLED module processing technology reserve manufacturers will also usher in new market opportunities.

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