Where Will Ltps LCD And Mini LED Backlit LCD Go From The Rigid OLED Extrusion Market?

Beijing time 2019-04-23 news, China touch screen network news, LED advantage highlights the spread and then narrow the LTPS opportunity? In 2018, Shangxian's overall market size reached 74.5 billion yuan, up 32.2% year on year. It is expected that the market size will exceed billions of yuan in 2020. Differentiation is an important weight for brand manufacturers to obtain the replacement market. The price difference between OLED and LTPSLCD with the advantage of screen fingerprint is further reduced, and there is basically no room for Mini LED backlit LCD to survive. Mini LED backlit LCD can only seek opportunities in other markets, while LTPSLCD market is constantly eroded by rigid OLED, hoping to fight with rigid OLED again. Facing the tight steps of rigid OLED, where will ltps LCD and Mini LED backlit LCD go?
LED advantage highlights the spread and then reduces the LTPS opportunity?
OLED price decline narrowed the gap with LTPS
The price of rigid OLED continues to decline, and the difference between the two has dropped to within $5. With the influence of screen fingerprint technology, rigid OLED has more obvious extrusion on LTPS technology, according to AVC Revo's forecast analysis, LTPSLCD will lose about 30 million tablets in 2019. In the case of a large increase in LTPS pressure, the fingerprint on the LCD screen will become the primary solution for LTPS panel factory to fight rigid OLED.
OLED advantages highlight the manufacturers take advantage of publicity and get attention
Compared with LCD, the fingerprint technology under OLED screen has obvious advantages at present. With the decline in the price of the fingerprint module under the screen, the fingerprint technology under the screen as a differentiated selling point has been widely publicized by more and more smartphone brands.
The fingerprint under the rigid OLED matching screen has become the choice of mainstream mobile phone brands. Domestic brands led by Huawei, Xiaomi, OPPO and vivo have increased their demand for OLED. At the same time, Samsung Display further reduced the price difference between rigid OLED and ltps LCD in order to ensure profitability, increased the use of domestic brands. AVC Revo data show that after the release of flagship models such as Samsung S series and Huawei P series, 0.101 billion OLED screen smartphones were shipped in the first quarter, both year-on-year and month-on-month.
It is understood that ltps LCD manufacturers have developed some samples of fingerprints on the screen. The fingerprint identification scheme of LCD panel optical screen in the first half of 2018 is still in the stage of using Demo box, and no actual products have been formed. By the end of 2018, it had shown the fingerprint identification demo on the optical screen of small and medium-sized LCD panels to major terminal manufacturers. At present, a panel factory in mainland China has produced 6. XX-inch half-screen LTPS screen optical fingerprint identification Demo products and developed in the full screen direction.
In addition, under the pressure of OLED, due to funds and other restrictions, there is no new OLED production line. Youda and qunchuang tend to adopt Mini LED technology solutions. it is expected that mass production will be initially realized this year, due to some bottlenecks in the initial price and technology, or will be first adopted in the small market of e-sports pen.
In recent years, the products in the commercial display field have been continuously innovated, new needs have been continuously created, new scenarios have been increasingly excavated, and industry needs have become increasingly diversified. With the development of 5G + smart future industries such as smart new retail, smart government, smart medical care and smart transportation, commercial display will have unlimited business opportunities. According to AVC Revo, the overall market size of Shangxian reached 74.5 billion yuan in 2018, up 32.2% year on year. It is expected that the market size will exceed billions of yuan in 2020.