Korean enterprises to accelerate the panel technology upgrade on the fuss

In the face of China's rapid expansion of the production capacity of LCD panels, Korean enterprises to accelerate the panel technology upgrades on the fuss.

April 22, the world's largest panel factory lgd (Le gold Display) in its Guangzhou 8.5 generation line Panel factory held a promotion meeting, from Skyworth, Konka, Changhong, Haier and other Chinese color TV manufacturers to promote its so-called next generation display OLED TV panels.

The day before, Skyworth announced that its first domestic OLED TV from the LGD supply panel will be on the "51" Official mass production list this year.

Skyworth Group President Yang Dongwen told reporters that Skyworth OLED TV planned to be listed at the end of this year, and now decided to advance six months ahead of the reason is to see OLED panel in the good rate of rapid promotion.

OLED yield improvement

OLED is the organic light-emitting diode TV abbreviation, because the use of active light-emitting, with the current market mainstream application of LED LCD panel, it does not need a backlight system, so it can be lighter and thinner, at the same time active light-emitting can also bring the contrast, high color gamut and other aspects of quality improvement. According to Dr. Sun Zifeng, who comes from the Ministry of Digital Television standard compliance Testing Center, the OLED TV is superior to the existing LCD TV in leak, visual angle, contrast, color gamut and response speed.

But OLED has been facing the short board is not good enough, the cost is too high, LG, Samsung, such as the launch of the 55-inch OLED TV price of about 60,000 yuan.

"At present, the feedback from the Panel factory is that OLED yield has reached 60%-70% and is expected to reach 80% next year." "Skyworth Color TV Business Headquarters President Liu Yan branch that compared with the yield of 30% last year, OLED panels in the improvement of the yield than expected, because no backlight system, OLED panels in the solution of the process and the size of production issues such as the cost will certainly be lower than the current LED LCD panel.

In fact, OLED panels in the smart phones, tablets and other small and medium-sized products on the production of the application has no problem, but when the television with large terminals to cross the price inflection point is still an unknown. Skyworth announced the same day 55-inch OLED TV price of 29999 yuan, although compared with the previous foreign brands with the size of the product reduced by about 50%, but Yang Dongwen also cited DisplaySearch data, this year, the domestic OLED TV sales will be only 60,000 units.

The question of cost inflection point

The different anticipation of the large-scale time point of OLED panel determines the different strategies of color TV manufacturers and upstream panel suppliers. And Skyworth in the first domestic manufacturers to launch OLED TV compared to the current LED LCD technology to emphasize the upgrade, directly challenged OLED.

Hisense in March this year launched uled new products, that is, "better led", emphasis on color saturation, contrast and OLED equivalent, and in the technical maturity than OLED more advantages. On the price, Hisense said its 65-inch 4K uled product is less than half the price of 55-inch OLED products on the market.

OLED panel technology, the cost of the inflection point, the emphasis on the existing LED LCD panel technology potential, but also a part of the upstream LCD panel manufacturers practice.

Peng, general manager of the Taiwan Area panel, one of the twin Tigers, said to reporters earlier 4K, curved surface, high color gamut, etc. originally is the characteristics of OLED products, but now friends in these technologies to take the lead in mass production, it can be said that OLED in the large size of the TV panel market trend has been postponed for at least several years, " Or expensive OLED may not have a market in this area. Friends of Optoelectronics in the April 10-12th in Shenzhen, "China Electronic Information Expo (CITE 2014) on the first production of 42 inches to 65 inch UHD 4K Wide gamut surface LCD TV screen."

Whether it is Skyworth push OLED, or Hisense focus on the LED liquid crystal technology potential, its underlying subtext is that this year's domestic color TV market overall sales decline. Allwin Advisory Executive Vice President Wen Jianping to reporters, because the energy-saving subsidy policy expired last May, the domestic color TV market will no longer appear in the past few years of high growth, is expected to appear 4% of the year, "This data may be revised in July, the decline may be faster."

Liu Yan said that after the end of high growth, color TV manufacturers need to change the product structure, one is in 4K, OLED technology upgrades, and the second is to look for opportunities in larger sizes. "This year will pursue a quality scale. Liu Yan said.

In the face of the overall market decline in the background, Hisense in addition to the LED LCD technology upgrades, but also in the intelligent television continue to explore. April 17 This year, Hisense released the VIDAA2 Smart TV, a year ago, VIDAA TV "simple" on the basis of further strengthening the aggregation ("poly-good-looking") and social ("poly") function. Zhou, chairman of Hisense Group, said last year's VIDAA intelligent TV sales reached more than 1 million units, and its connection rate and active rate were more than 80% and 60%, the industry's highest. However, Hisense did not disclose whether its active rate was active or monthly.

Yang Dongwen to reporters that Skyworth in the smart TV set the sales Team KPI indicators, at present activation rate of more than 90%, but as other manufacturers in the industry, has not disclosed the active data of smart TV, "it should be said that everyone is still relatively low, if some manufacturers to disclose the active rate is the month active, then this indicator is not meaningful, What does it mean to start a smart TV one months?