VR snatch new markets domestic panel makers will be how to make moves?
Publisher:Admin Mingdian Mechinery Release date:2016/6/2
VR downstream firms active traction upstream manufacturers follow. Optoelectronics Optoelectronic Institute of Information Technology and Engineering Research Associate color Beijing Institute of Technology Weng Dongdong said: "Quite a few companies are in a display device and our cooperation or communication."
Domestic enterprises VR panel this new market with interest, but "LTPS production line has not really mature domestic investment, the high PPI AMOLED is in its infancy" and how domestic panel makers will seize this wave of trends in VR?
OLED shortage, Korean and Japanese companies to seize market opportunities
From Facebook announced the acquisition of Oculus has been a full two years, the concept of VR and its head was not all the ills and Consumers increasingly sour, but more and more fire, more enthusiastic discussion about VR.
In each of them Discussion about VR, Samsung always among them, not only because two years ago, Samsung launched a VR glasses --Gear VR has a certain sense of the experience, but in the process of discussion in total this is inseparable from the display screen. VR display devices that require very high screen, set fast response, wide viewing angle, high refresh rate, high contrast, low blue light damage, low power consumption in one of the AMOLED, became the first VR display device.
Currently, AMOLED screen Samsung's dominance. According to market research firm IHS report shows that the third quarter of last year AMOLED screen sales reached 79 million, an increase of 100% compared to the same period last year, the second to the third quarter of 2015, growth is also a single high as 35 percent, Samsung's market share up to 95.8 %.
Currently, only Samsung's AMOLED panel technology is relatively mature, both in the mobile phone market, or in the VR market, enjoying a leading technology due to bring excess profits. Three manufacturers will be the first significant as its helmet AMOLED display screen. It is understood, Oculus Rift and HTC Vive display uses Samsung's OLED screen, OLED screen section PS VR from Sony, partly by Samsung. Some domestic manufacturers to get even Samsung's AMOLED display is a selling point, enough to show the AMOLED display for VR scarcity and importance of the equipment.
But most vendors did not lucky enough to get the AMOLED screen. In order to meet the desire of the market for OLED screen, Samsung is expanding its production capacity. Some foreign media said that Samsung has invested up to 9 trillion won (about 48.5 billion yuan) to expand the production line, the monthly production capacity will reach 2017 90000. A panel of technical staff, told reporters outside the core room, VR display device requires fast response and high PPI panel, but more difficult in the current deposition methods do high-resolution AMOLED panel, in addition to Samsung, other panel manufacturers have pressure.
LG Although large-size OLED champion, but in terms of small and medium size OLED does not have the advantage of its 360 VR does not use AMOLED screen, but the LCD screen. To change the current predicament, LGD begin in terms of small and medium size OLED force. Some foreign media said, LG Display plans to make in the first half of 2017, 6-generation OLED production line monthly production reached 75,000 OLED display substrate.
In addition, although the date has been in the consumer electronics field gradually decline, but at the forefront of technology, Japanese companies still have layout. According to foreign media said, JDI (Japan Display) existing plant in Ishikawa changed to produce OLED panels. Sharp is also actively promoting the field of VR, many domestic manufacturers of high PPI LCD screen provided by Sharp. It is understood that 3Glasses recently launched a virtual reality helmet 2K display screen is provided by Sharp, which is more than 700 PPI.
In the past two years, Samsung VR largest market momentum and won the VR head three significant manufacturers of all ages; Sharp also force, won a reputation in the second echelon of the VR, occupy a certain market share; domestic panel makers to maintain relatively conservative posture, on the sidelines for the past two years, until this year, only the corresponding product launch. Compared with the domestic panel manufacturers, Japanese and Korean manufacturers did get a first-mover advantage.
First to the layout, how to win a share of domestic manufacturers
Now the vast majority VR display screen equipment are provided by Japan and South Korea panel makers, this phenomenon is likely to change in the second half. Domestic panel makers are also very concerned about the VR market, some manufacturers have already started working with the VR. And Photoelectric insiders told reporters, and has been closely following VR Photoelectric market, has a corresponding sample, VR prototype equipped with a photoelectric AMOLED screen brightness and in March this year has been exhibited in May this year, also show more more samples. Pegasus official said, Pegasus and has several VR vendors, providing them with 2K LCD screen and FHD AMOLED screen. Cigna, general manager of high-margin core Room outward brother told reporters that at present Cigna has begun VR related layout. As our panel of leading enterprises, the BoE will probably be the appropriate action in terms of VR.
Meanwhile, this year the domestic panel makers are stepping up the layout of the OLED screen production line. Cigna has started two projects in Kunshan 5.5-generation AMOLED production line will be put into operation in 2017, part of the production capacity for the production of flexible AMOLED products. BOE announced that the plans to invest 24.5 billion yuan to build all 6th generation LTPS / AMOLED production line II project. Wisdom Consulting Group senior research manager Chen Lijuan said the BOE and Tianma also new 6th generation LTPS / AMOLED production line, BOE in Mianyang, while Pegasus is in Wuhan. In addition, there and Photoelectric 6th generation LTPS / AMOLED production line planning, it is expected by the end of this year, piling.
DisplaySearch marketing director Zhang Bing told reporters that the domestic and foreign panel makers for mobile phone panel layout and VR display device demand for panels that do not conflict, but the VR display device must be high PPI screens, but LTPS production line domestic investment has not really mature, the high PPI AMOLED more in its infancy, no one panel manufacturers have reached production stage.
However, the high margin brother believes that these panels domestic enterprises in the development of VR is a certain strength and technology accumulation, as long as a good grasp of market demand VR, VR is likely to seize the opportunity for development. It is understood that last year Cigna successfully developed a high pixel density of 604PPI OLED full color display, the current global OLED display in the field using a precision metal mask (FMM) the highest level of deposition techniques; and 6 also show Photoelectric inch ultra HD 4K AMOLED display, the PPI up to 734; and the domestic LCD panel technology has a certain accumulation, VR can meet the market demand for high-resolution liquid crystal panel.
In addition, VR display imaging device is not only related to the resolution of the display screen, Weng Dongdong believes that the resolution of the optical system and VR devices are closely linked, increase the screen resolution of the optical system will have higher requirements, the current optical system is equipped with 4K screen effect has been very good, if again experience a sense of lift VR display device of the optical system must be changed.
But now the vast majority of VR display device used is the oldest binocular stereo optical imaging solutions, professor of Electronic Science and Engineering, Southeast University Xia believes that the optical solution is too cumbersome, poor imaging results, and would have visual fatigue. But "The program is simple, inexpensive, stable performance is acceptable." Weng Dongdong said that in order to meet long-term use, the future structure of VR display device will be relatively large changes, the display device based on the free surface of the optical system is better, but technical difficulties, high processing costs, currently in the market is not dominant.
Xia believes that for the VR display devices, optical and panel should combine research, but the panel did not do domestic optics, optical, do not do the panel, which is currently still in the intersection of a vacuum.
Therefore, the domestic panel business to really seize the opportunity VR, if only deep in the study panel technology and the market, is not enough, because the current VR display device is still in its primary form, to truly become a consumer product there greater upside, domestic panel makers and optical research institutions should work together to promote VR head display equipment, the introduction of the corresponding optical solutions for high PPI panel, and even flexible panel.