Twenty-third Flexible display
            Folding screen phone is coming! 2019 welcomes the first year of flexible OLED

The mainstream mobile phone manufacturers such as Samsung, Huawei and Apple all added the code layout in the direction of “folding screen”, which directly confirmed that the “folding screen” will be the deterministic iterative development direction of the next generation of smart phone products. Based on the curable design, the future flexible OLED will also be expected to begin to scale into large-scale applications. 2019 is not only the first year of the explosion of the folding screen mobile phone, but also the first year of large-size flexible display.

                    What is a flexible display?

The folding screen design is implemented using a single large area flexible foldable OLED screen. At present, the application of the flexible OLED on the mobile phone is mainly in a flat form (for example, iPhone X) or a fixed curved form (for example, Galaxy S9). To implement the foldable function, it is also required to be implemented in the current flexible OLED display module. Adjustment of multiple links (such as cover, OCA glue, polarizer, etc.), but there is no substantial change in the process of the flexible OLED panel itself, so the discussion of folding screen is to discuss flexible OLED.

                    2019 will be flexible display first year

  Samsung

The folding screen prototype has been publicly displayed and the first commercial product "Galaxy F" is expected to be released on February 20. Relying on the leading edge of flexible OLED screen technology, Samsung's folding screen OLED mobile phone took the lead in the mainstream manufacturers, and in November 2018 at its SDC (Samsung Developer Conference) developer conference, the prototype prototype of the first product was Public display. The announced invitation shows that Samsung will hold a new product launch on February 20, 2019, when the flagship new Galaxy S10 will be released. Considering the recent slogan "Starting the Future" adopted by Samsung at this conference, we expect Samsung's first commercial folding screen mobile phone product "GalaxyF" (named as the industry chain guess) will also be officially launched at the conference. .

  Huawei

On January 24, 2019, at Huawei's 5G conference and 2019MWC conference pre-communication meeting, Huawei's consumer BG CEO Yu Chengdong revealed that Huawei's first folding screen flagship phone will be released at the 2019MWC conference in Barcelona on February 24, and will be equipped with 5G. Communication function. According to Digitimes, Huawei's folding screen products will be designed with an "outside fold" design that expands to a screen size of 8 inches.

  OPPO

According to Digitimes, in November 2018, OPPO's product manager said in an interview with the media that it is likely to release folding screen products at the MWC conference in February 2019. On January 21, 2019, OPPO released an invitation to the MWC conference. Its paper invitation was folded and superimposed on the folding elements in its promotional video. We expect OPPO to also showcase it at the MWC conference in late February 2019. Foldable mobile phone products.

  Millet

On January 23, 2019, Xiaobin co-founder and president Lin Bin posted a short video on Weibo to show Xiaomi's folding screen engineering prototype. The product adopts double-folded folding design, mass production and official release time. Currently unknown, but it shows that Xiaomi has a deep layout in the direction of the folding screen.

  apple

Due to the small number of models, the total life cycle of a single iPhone model is usually in the hundreds of millions. Therefore, Apple is cautious in the innovation of large product forms, and has not disclosed the exact plan for folding screen products. However, as of now, Apple has applied for a number of patents related to folding screens, indicating that it has also been laid out in the direction of the folding screen.

  LG

The world's first rollable TV is amazing in the market. At the CES show in Las Vegas in early January 2019, LG released the world's first rollable TV "OLED TV R." This product places a 65-inch 4K flexible OLED screen on the base of the aluminum alloy case. The screen can be curled back into the base like paper. It has Full View (all screens are unfolded) and Line View (only part of the screen is displayed. Time, photo or music control interface) and Zero View (completely retract the screen, use the sound to listen to music) three usage modes. The screen of the product takes about 15 seconds to fully expand and supports up to 50,000 folds.

                    Brokerage point of view

  GF Securities

The flexible OLED industry chain is expected to fully benefit from the folding screen for demand, panel manufacturers and upstream equipment and materials related companies ushered in development opportunities. In addition, compared with the original simple sided or fixed-surface shape flexible OLED screen, the “foldable” OLED screen has undergone major changes in the three aspects of the cover solution, OCA glue and polarizer, and is folded for matching. Screen design, smart phone needs to be equipped with a newly designed folding shaft, and due to the consideration of reducing the thickness of the fuselage, it is expected to adopt a new structural parts solution, and new links in the industrial chain will usher in new opportunities.

  Shen Wanhongyuan

The successful launch of the foldable mobile phone is expected to shape the new ecology of mobile phones, accelerate the penetration of OLEDs, bring about the transformation of emerging materials such as PI and increase the demand for luminescent materials, and the domestic panel manufacturers gradually mature and lay the foundation for the localization of materials. Materials companies are expected to enter an accelerated development stage and recommend focusing on sector investment opportunities. Flexible display materials are recommended: Xinlun Technology (Changzhou Phase III CPI Coating, OCA and other flexible display materials), Dinglong Co., Ltd. (PI slurry), focus on the era of new materials (PI film); organic luminescent materials key recommendation: Yan Yanghui Cheng, Wanrun shares, strong new materials, pay attention to Feikai materials; film packaging materials key recommendation: Jacques Technology.

  Oriental Securities

Flexible OLED is the deterministic innovation direction of smart phones. Domestic manufacturers have firmly laid out flexible OLED technology and production capacity in recent years, and have made substantial progress. Since the mass production of BOE Chengdu flexible OLED production line, the production rate has progressed smoothly. The products have been installed in the flagship model of domestic large customers. At the same time, it announced the construction of the fourth flexible OLED production line in Fuqing at the end of last year. The four lines plan 192k. The monthly production capacity will rank second in the world; and the flexible OLED production lines of other domestic manufacturers such as Shentianma, Visionox, and Joowoo have been put into production last year, and have cooperated extensively with domestic and foreign industry partners. As domestic manufacturers continue to make breakthroughs in the field of smart phone OLED display, it is expected to break the monopoly of Korean manufacturers in the future, and with the significant profitability, the overall performance of the companies will benefit from the OLED development trend in the long run. At the same time, as the next direction of mobile phone display development, foldable mobile phones have been put on the agenda by many manufacturers. Samsung, Apple, Huawei and other technology giants have disclosed the acquisition of foldable mobile phone products or the acquisition of technology patents. The flexible AMOLED panel is The key technologies for achieving screen folding, manufacturers with leading domestic layout and close cooperation with terminal brands are expected to benefit first.

  CITIC Construction Investment

The introduction of folding products may really open up the demand space of the flexible screen market. The advantages of small space and convenient carrying capacity are expected to drive the market's incremental demand, while the cost of flexible display driver IC, FPC, Cover material and other modules will be supplied. Chain maturity still has room to fall. Continue to be optimistic about the long-term penetration trend of flexible display, it is recommended to pay attention to BOE, Visionox, Han's laser, fine measurement electronics. China's OLED panel enterprises are in the process of intensive production, and the demand for OLED materials is growing rapidly. Domestic OLED materials companies are welcoming development opportunities. OLED light-emitting and transmission materials focus on Wanrun, Huiyang Huicheng, and strong new materials; flexible display film materials focus on Xinlun Technology, Danbang Technology, Kangdexin, Wanshun, and Times New Materials.

                Related sectors and individual stocks
Jinglun Electronics 600355:Holding 39.6% of Huamei Chenhao Optoelectronics Co., Ltd., it is the first and only company in China to conduct research and development of AC-driven organic light-emitting diode (ACOLED) lighting panels. It has completed laboratory work and prototyped AC-OLED samples that can work stably. Pilot and small-scale trial production and seeking A round of financing.

Star Technology 300256:In May of the 18th, it was proposed to invest in a 3D curved OLED touch display module with pressure sensing function.

Collar puzzle 002600:The AMOLEDs developed by the subsidiary Dijing Optoelectronics and the new products of high-end display devices such as INCEN and flexible display have been mass-produced in small quantities, and the scale is not large.

Kaisheng Technology 600552:The earliest enterprise in China to produce ITO conductive film glass; OLED module is still in the development and testing stage.

深天马A 000050:AMOLED panel production capacity is the second in China, with 84K/M capacity in 18 years; Shanghai Tianma 55-generation AMOLED production line is the first to be mass-produced at the end of the 15th, and the 15,000th 1/4-cut ∝LED vapor-deposited packaged glass substrate is 15,000 sheets. The production line has taken the lead in mass production and shipment to major mobile smart terminal brands in 2016; Wuhan Tianma's 6th generation LTPS AMOLED production line was put into operation in the fourth quarter of 17 years, with an investment of 14.5 billion yuan to expand production capacity, which together form a monthly output of 3.75 million flexible The capability of the AMOLED display panel is capable of profile cutting technology, and the full screen has been delivered in volume production.

濮阳惠成 300481:The bismuth derivatives have been mass-produced as OLED blue luminescent materials; the company plans to develop other OLED functional materials such as hole injection materials and hole injection materials, and the annual design capacity of maleic anhydride derivatives will reach 30,000 tons. .

Tongxingda 002845:The AMOLED module began trial production in 2018, and the integrated production has been mass-produced. The oncell integration project in Zhangzhou Phase I has been put into production and has achieved large-scale production.

Zhiyun Shares 300097:Subsidiary Xinsanli OLED module automation equipment has been recognized in the international professional customers' smart watch curved screen project. At present, there are less than 10 companies capable of developing this equipment in the world; the company's main products are flat panel display module automation and testing equipment. It is used for part of flat panel display production process of back-end module assembly process, including cleaning, COG, FOG, BLU assembly, inspection, etc. It is a leading supplier of Bonding equipment for domestic flat panel display module, and has more in Bonding and testing. Experience and technical accumulation.

Han's Laser 002008:The company has OLED technology including laser cutting, laser repair, laser stripping and automatic screen inspection. In all laser processes of OLED, there are about 10 layouts, and in mass production in 2017, the rest will be mass-produced in 2018. The medium and small power laser equipment business accounts for about 60% of the company's revenue.

United Equipment 300545:Mainly displaying module automatic assembly equipment, it is one of the few companies in China that has the ability to develop and manufacture fully automatic module assembly equipment. The products are mainly based on heat-pressing equipment; high-precision partial-adhesive equipment based on OLED technology application. Binding equipment, curved surface bonding equipment, automatic CO bonding machine and fully automatic sealing glue can be mass-produced. The company is fully cutting into the R&D and sales of AMOLED display device module equipment.

Huaying Technology 000536:Operating includes OLED flat panel displays. The actual controller, CPT, has developed a number of AMOLED technologies. It has successfully illuminated 6-inch transparent AMOLED and 4.75-inch Flexible AMOlED. It also collaborates with flexible organic electronics leader FlexEnalbe to develop flexible AMOLED displays.

Xiangshan shares 002870:Holding 51% equity of Baosheng Automation, the company is mainly engaged in R&D, production and sales of LCM, OLED, CTP automatic intelligent production supporting equipment and non-standard automation equipment; providing customers with LCM/OLED flat panel display production line automation solutions.

Longhua Technology 300263:The company's flat display target industry is in a leading position in China; its subsidiary Sifeng Electronics and Jinglian Optoelectronics are both industry leaders in the molybdenum target and ITO target business; among them, Sifeng Electronics' target products are important raw materials for OLED panels, and Started mass production in 18 years, customers have BOE, Huaxing Optoelectronics, Xinli, Samsung, LG. Huawei will release 5G folding screen mobile phone on February 24, Longhua Technology revealed on the interactive platform, the company's customers are Huawei's flexible screen supply Business, Longhua indirect supply.

Visionox 002387:Guoxian Optoelectronics/Vicano is the leading company in the field of OLED in the mainland. It has 5.5 and 6 OLED production lines. After 18 years of production, it has 45K/M output. It is responsible for low-cost technology and localization of OLED materials. The role of domestic brand leader; Gu'an 6th generation AMOLED panel production line project production line started operation, production line design capacity of 30,000 pieces / month; plans to establish and operate a 6th generation AMOLED production line in Hefei, the total investment is expected 440 100 million yuan.

Zhizhi Technology 300566:The quantum dot film and OLED luminescent materials were laid out, and the OLED luminescent material company Ningbo Lumilan New Material Co., Ltd. was also invested.

BOE A 000725:The domestic OLED panel is the absolute leader, the output is the first; the first domestic AMOLED5.5 generation line has been put into production, and the OLED production line has been supplied in Chengdu and Hefei. The yield of the 6th generation flexible AMOLED production line in Chengdu is close to 30%. Production level, in November, can provide about 500,000 to 500,000 5.5-inch flexible OLED panel products, yield continues to climb; then B7 line annual production capacity of 90 million pieces (45,000 pieces of 6th generation substrate per month); expected production in 2019: flexible 93K/M, rigid 4K/M; plans to invest 46.5 billion yuan to build the 6th generation AMOLED (flexible) production line project in Chongqing.

Rainbow shares 600707:The first in China and the fifth in the world to have a complete set of liquid crystal glass substrates. In May 18, the product formulation development and production line test of AMOLED high-resolution display panel based on LTPS technology was completed.

Jinfu Technology 300128:The company's leading products are liquid crystal display modules (LCM and BLU), optoelectronic display thin film devices, test fixtures can be used for OLED screens. The detection fixture developed by the holding subsidiary, Maxim Technology, can be used for the detection of OLED screens.

Dongcai Technology 601208:Main AB glue, film substrate, with an annual output of 20,000 tons of optical grade polyester base film project, the products used in OLED display are OCA optical film base film, polarizer release base film and touch screen high-protection film base film; On May 16th, 18th, it was announced that it would invest 2 million yuan to invest in Xingshuo Nano Co., Ltd., and Xingshuo Nano focused on quantum dot preparation, LCD backlight, QLED quantum dot ink and full color QLED inkjet printing technology development.

Dongxu Photoelectric 000413:Glass substrate manufacturers, there is no glass substrate production line for OLED; cover glass, curved glass, sapphire and some equipment business are applicable to the OLED industry chain.

South Glass A 000012:The company indirectly holds 44.70% equity of Yichang CSG Display Devices Co., Ltd. Yichang display devices have been mass producing conductive glass for OLEDs.

Wanshun shares 300057:The company's ITO conductive film is one of the key raw materials for touch control by touch screen. It is a conductive film with PET as the substrate, good uniform surface resistance and high transmittance. ITO conductive film can be applied to flexible OLED. electrode.

Dinglong Shares 300054:After the polishing pad material (CMP) was supplied, Dinglong Co., Ltd. launched the industrialization of flexible panel materials, aiming at the current hot OLED market. The company disclosed on January 17, 2018 that it will change the use of some of the raised funds, and launch the R&D center project of integrated circuit process materials and flexible display materials and the research and development and industrialization of flexible display substrate materials. The reporter learned that Dinglong has accumulated many years of research and development on flexible panel materials, and this investment is to realize the industrialization of research and development results.

Yongtai Technology 002326:The company's CF photoresist products can be applied to the production and manufacture of OLED products, breaking the monopoly of overseas, and the annual production of 60 tons of OLED electronic materials construction projects are under construction.

Dafu Technology 300134:There are flexible OLED display module industrialization projects; the company's precision metal mask is a key product for the OLED panel evaporation process, which determines the resolution of OLEDs, breaking through the monopoly of Japanese and Korean companies in this field, technical indicators are at A global leader.

Double Star New Material 002585:The company is engaged in the research, development, production and sales of new plastic packaging films, mainly polyester film, aluminized film and PVC functional film. At the end of 2017, the sales volume of polyester film was 300,000 tons, and the revenue reached 2.827 billion yuan. Optical module products have entered the international first-class brand, mainly used for oled TV.

Jiang Feng Electronics 300666:A leader in the field of high-purity metal targets in China; currently working with leading companies in the industry to develop localized OLED sputtering targets.

Hongxin Electronics 300657:The company's products are indirectly supplied to Samsung, Huawei, Xiaomi, OPPO, VIVO, Coolpad, Meizu and other well-known electronic products manufacturers through display modules, touch modules and fingerprint identification modules.

Times New Material 600458:The company's PI film line can be used for the base film of OLED panels.

ST Conde New 002450:The company is a global leader in the pre-coating film industry. Currently, the company has five series of more than 80 kinds of products, including BOPP substrate, PET substrate, pre-coated film, special film, Nylon, 3D image, film and 3D image equipment. The company has developed optical films that can be used for flexible display of OLEDs.

TCL Group 000100:As the financing platform of Huaxing Optoelectronics, TCL Group has developed OLED production capacity in the 11th generation line in the development of large-size OLED technology. The subsidiary Huarui Optoelectronics is mainly engaged in the development of new OLED materials with independent P. The vapor-deposited OLED small molecule material, green light and red light material have been sampled and tested by manufacturers; the first large-size IPJ AMOLED panel with 31??40PPI in China; in June 18, it will spend 42.7 billion to build 11th in Shenzhen. The generation of new ultra-high-definition display device production line, including 65" OLED, 75" OLED display; in August 18, will build two 11th generation new display device production line in Shenzhen Guangming New District, with a total planned investment of 89.183 billion yuan.

Vogel Optoelectronics 603773:On May 24, 2018, on the interactive platform, the company had a small number of 3D glass business orders in 2017, and the current business scale is small. At the same time, the company has a small number of AMOLED orders.

Jintuo shares 300400:It has the first AMOLED external compensation device in China to complete the patching of the OLED panel color imbalance.

Sichuan Changhong 600839:The company is a globally competitive consumer electronics system provider and content service provider. The OLED industry is the strategic focus of the company's development. The company has a number of OLED products on the market.

Changxin Technology 300088:The world's largest manufacturer of ITO conductive films, OLED conductive glass for OLED has been industrialized and shipped in bulk; hard-screen OLED display modules are shipped in bulk; the subsidiary Deppte high-end module fit has high quality and high yield advantages. The service customers are high-end customers such as Huawei Oppo, Sharp, Xiaomi, BOE, Tianma, etc., and the comprehensive screen shipments are in the forefront of the industry, and the special-shaped cutting process is far ahead in China.

Silan Micro 600460:The company is a high-tech enterprise specializing in the design, production and sales of integrated circuits and semiconductor microelectronics related products. It has successfully developed the first domestic OLED dedicated driver IC chip with independent intellectual property rights.

Victory Precision 002426:In early 2018, the "Advancel" brand has enjoyed a reputation of nearly 30 years in the LCD and OLED panel mounting equipment manufacturing industry, and has a stable and high-quality industry leading customer resources in the international market. The completion of this transaction has rapidly enhanced the company's manufacturing R&D capabilities in the field of LCD and OLED devices.

World Games Circuit 603920:The company's main business is the development, production and sales of various printed circuit boards (PCBs). The company's leading products include single-panel, double-panel, multi-layer boards, etc., and are vigorously developing into the HDI board field. The OLED module is composed of an OLED display + PCB + iron frame.

Have researched new materials 600206:The company's research-based Yijin is the largest manufacturer of high-purity metal sputtering targets in China. Membrane materials are the key to achieving soft OLED properties, and targets are the main raw materials for electronic film materials.

Zhongying Electronics 300327:The only domestic AMOLED screen chip supplier and Huiguang mobile phone screen chip supplier, the driver chip for the new generation display of OLED is the company's research and development and sales of products mainly covering one of the two major spindle directions; driving C industry basic and AMOLED panel The production broke out in the same period and is expected to enter the harvest period from 2019 to 2020.

Lianchuang Optoelectronics 600363:Announced on August 10, 2018, the company laid out the OLED industry chain in advance, and plans to invest 200 million yuan to set up a wholly-owned subsidiary, Lianou Microdisplay. The company has a registered capital of RMB 200 million and is engaged in the research and development, production and sales of high-precision metal masks.

Skyworth Digital 000810:Small and medium size OLED modules have been mass-produced.

Wanrun shares 002643:The most purely standard upstream OLED terminal materials in China, the subsidiary Yantai Jiumu Chemicals Co., Ltd. is engaged in the research and development of organic luminescent materials. The leading OLED material manufacturer in China, through the certification of Samsung and LG, enters the supply chain system, covering 80% of the OLED finished product suppliers; OLED finished materials with independent intellectual property rights are verified by downstream manufacturers.

Deep Textile A 000045:OLED polarizer products are temporarily shipped less; mainly LCD polarizers, OLED technology polarizers use more than half of the LCD, which is bad for the polarizer industry.

Foshan Plastic Technology 000973:The company's official website shows that the products include 3D products - polarizers, OLED polarizers and so on.

Powerful new material 300429:Established a strong joint venture with Taiwan Yanlei Optoelectronics Co., Ltd. (holding 44.4%) to cut into the field of OLED research and development. Yan Lei is one of the few qualified suppliers of AMOLED luminescent materials in Taiwan. It can use 64 patents and OLED organic materials mastered by 昱Ra photoelectric. Sublimation and its management technology, QC and QA detection technologies for OLED organic materials, and expertise, information and resources related to the production and sales of OLED materials

Chengzhi shares 000990:In terms of TFT liquid crystal products, the company will make every effort to increase the TFT market share; in the development of OLED products, establish an OLED material production line, and at the same time build a coating experiment line closer to the panel, and design and develop materials according to market demand.

Lansi Technology 300433:The company has research and development and production of OLED screen related products, and the company's 3D curved glass has been mass-produced.

Nanda Optoelectronics 300346:The company's trimethylaluminum can be used to produce OLEDs. The main product MO is derived from the current downstream products are LEDs.

Ou Fei Technology 002456:The company's thin-film touch solution can be used with the oled screen in the ipad. In the touch field, the research and development of flexible film touch sensing layer, 3D touch sensing layer, 3D full-fit and other products, to grasp the OLED trend of external touch Industrial opportunities for the return of the program.

Liard 300296:On May 27, 2016, the company said that the company's wholly-owned holding company, Pingda, owns OLED products, and its OLED products are targeted at commercial applications such as advertising.

Tai Chi Industry 600667:Announcement on the evening of May 9, 2017, the company's subsidiary eleven technology and project owner Shanghai Hehui Optoelectronics Co., Ltd. completed the signing of the 6th generation AMOLED display project process electromechanical system EPC/TURNKEY of Shanghai Hehui Optoelectronics Co., Ltd. on May 9th. The liability integration contract, the total contract price is 2.16 billion yuan.

Jingquanhua 002885:There are OLED power products and related businesses, with drive technology for products and related patents for independent research and development.

Tiantong shares 600330:The company's new display special equipment has obtained large orders for AMOLED online automation equipment from domestic leading enterprises. Entered the BOE supplier to provide optical detectors and automated conveyor systems for the 5.5-generation AMOLED organic light-emitting display device project.

Three Lee Spectrum 002876:The company has the capacity to meet the requirements of many downstream applications. Product types include TN polarizers, STN polarizers, TFT polarizers, OLED polarizers, and polarizers for 3D glasses.

Hengrun shares 603985:On the evening of September 24, 2018, the company announced that it would acquire a 51% stake in Optoelectronics Equipment at a price of RMB 180 million. The target company is mainly engaged in R&D and manufacturing of semiconductor equipment and OLED display equipment. From 2018 to 2020, the annual performance commitments are 30 million yuan, 35 million yuan and 40 million yuan respectively.

Xinlun Technology 002341:On May 3, 2016, the company said that it has carried out industrial layout and technical reserves for OLED and LED touch screen companies. COP film, touch screen film, SRF film and other companies have mature technology reserves. The company has a clear understanding and judgment on the development of technology trends in the display industry, so it has already carried out related product layout and planning.

Dongshan Precision 002384:Hehui Optoelectronics provides ○LED substrate for the company and provides product development and OLED substrate technology support; the company seeks and develops market resources and carries out OLED product modules and full-stick production, sales and customer service.

Yuxing Shares 300305:The company has an optical base film, and the large-scale application of OLED has a positive impact on the company.

Danbang Technology 002618:The company specializes in microelectronics flexible interconnection and packaging business. It is one of the few industrial chains in the world covering substrates, substrates and chip packaging. It has formed a complete package from FCCL→FPC, FCCL→COF flexible packaging substrate→COF products. Industry chain.

Shenghong Technology 300476:The company focuses on the production of large-size display module products such as TVs and computers.

Derun Electronics 002055:The company's flexible circuit board products have a high reputation in the industry, strong technical strength, and can produce a variety of difficult flexible circuit boards in the industry.

Helitai 002217:The company is a major supplier of smart wearable displays on the market, including PMOLED modules and the latest OLED modules.

Zhuye Group 600961:The basic structure of an OLED is composed of a thin, transparent semiconductor-indium tin oxide (ITO) connected to the positive electrode of the power, and another metal cathode, which is wrapped into a sandwich structure. 75% of the materials in the display area contain indium, while China's indium production accounts for more than 50% of the world. Indium is the basic raw material for ITO targets, and its importance to OLED is self-evident. According to the data, Zhuzhou Metallurgical Group has been involved in ITO targets earlier and has leading technology advantages in the industry. In the domestic ITO target industry, Zhuye Group has no competitors.

North Huachuang 002371:The company has provided equipment support for BOE 6th generation OLED production line, and provided Micro-OLED related production equipment for some domestic manufacturers.

Phillips 300395:The company's synthetic quartz ingots can be used as a photomask substrate for TFT-LCD and OLED flat panel displays. It is the second largest semiconductor manufacturing material after silicon materials and is currently supplied to the mainstream photomask suppliers in Japan. The product barrier is very high, the global competitors are only Japan TOSOH, Japan HOYA and the United States CORNING and other international manufacturers.

Precision Electronics 300567:A leading equipment company in China's domestic energy production OLED testing equipment; the company has a large market share, the middle-end equipment has achieved scale sales, and some of the products in the front-end equipment have been sold. It is one of the few companies in the industry that can provide three major process inspection devices for flat panel display. OLED requires more testing equipment, generally 1.5-2 times that of LCD; customers are large flat panel display companies at home and abroad.

Jingwang Electronics 603228:The company's product types cover FR4 printed circuit boards, aluminum-based circuit boards, flexible circuit boards, HDI boards, rigid-flex boards, and high-end electronic materials. The company's product HDI is a PCB (printed circuit board) as one of the basic materials of electronic components, and the market capacity accounts for more than 1/4 of the component production value.

New Zhoubang 300037:On May 26, 2016, the company said that the company has disclosed information about the company's AMOLED anode etching solution to Kunshan Visionox Display Technology Co., Ltd. on the official website. The ability to achieve supply in the OLED field is inseparable from the company's long-term technical accumulation and talent cultivation in this area.
Stock name
Stock code
connection relation
Jinglun Electronics
600355
Holding 39.6% of Huamei Chenhao Optoelectronics Co., Ltd., it is the first and only company in China to conduct research and development of AC-driven organic light-emitting diode (ACOLED) lighting panels. It has completed laboratory work and prototyped AC-OLED samples that can work stably. Pilot and small-scale trial production and seeking A round of financing.
Star Technology
300256
In May of the 18th, it was proposed to invest in a 3D curved OLED touch display module with pressure sensing function.
Collar
002600
The AMOLEDs developed by the subsidiary Dijing Optoelectronics and the new products of high-end display devices such as INCEN and flexible display have been mass-produced in small quantities, and the scale is not large.
Kaisheng Technology
600552
The earliest enterprise in China to produce ITO conductive film glass; OLED module is still in the development and testing stage.
Deep sky horse A
000050
AMOLED panel production capacity is the second in China, with 84K/M capacity in 18 years; Shanghai Tianma 55-generation AMOLED production line is the first to be mass-produced at the end of the 15th, and the 15,000th 1/4-cut ∝LED vapor-deposited packaged glass substrate is 15,000 sheets. The production line has taken the lead in mass production and shipment to major mobile smart terminal brands in 2016; Wuhan Tianma's 6th generation LTPS AMOLED production line was put into operation in the fourth quarter of 17 years, with an investment of 14.5 billion yuan to expand production capacity, which together form a monthly output of 3.75 million flexible The capability of the AMOLED display panel is capable of profile cutting technology, and the full screen has been delivered in volume production.
Xiangyang Huicheng
300481
The bismuth derivatives have been mass-produced as OLED blue luminescent materials; the company plans to develop other OLED functional materials such as hole injection materials and hole injection materials, and the annual design capacity of maleic anhydride derivatives will reach 30,000 tons. .
Tongxingda
002845
The AMOLED module began trial production in 2018, and the integrated production has been mass-produced. The oncell integration project in Zhangzhou Phase I has been put into production and has achieved large-scale production.
Zhiyun shares
300097
Subsidiary Xinsanli OLED module automation equipment has been recognized in the international professional customers' smart watch curved screen project. At present, there are less than 10 companies capable of developing this equipment in the world; the company's main products are flat panel display module automation and testing equipment. It is used for part of flat panel display production process of back-end module assembly process, including cleaning, COG, FOG, BLU assembly, inspection, etc. It is a leading supplier of Bonding equipment for domestic flat panel display module, and has more in Bonding and testing. Experience and technical accumulation.
Han nationality laser
002008
The company has OLED technology including laser cutting, laser repair, laser stripping and automatic screen inspection. In all laser processes of OLED, there are about 10 layouts, and in mass production in 2017, the rest will be mass-produced in 2018. The medium and small power laser equipment business accounts for about 60% of the company's revenue.
United equipment
300545
Mainly displaying module automatic assembly equipment, it is one of the few companies in China that has the ability to develop and manufacture fully automatic module assembly equipment. The products are mainly based on heat-pressing equipment; high-precision partial-adhesive equipment based on OLED technology application. Binding equipment, curved surface bonding equipment, automatic CO bonding machine and fully automatic sealing glue can be mass-produced. The company is fully cutting into the R&D and sales of AMOLED display device module equipment.
Huaying Technology
000536
Operating includes OLED flat panel displays. The actual controller, CPT, has developed a number of AMOLED technologies. It has successfully illuminated 6-inch transparent AMOLED and 4.75-inch Flexible AMOlED. It also collaborates with flexible organic electronics leader FlexEnalbe to develop flexible AMOLED displays.
Xiangshan shares
002870
Holding 51% equity of Baosheng Automation, the company is mainly engaged in R&D, production and sales of LCM, OLED, CTP automatic intelligent production supporting equipment and non-standard automation equipment; providing customers with LCM/OLED flat panel display production line automation solutions.
Longhua Technology
300263
The company's flat display target industry is in a leading position in China; its subsidiary Sifeng Electronics and Jinglian Optoelectronics are both industry leaders in the molybdenum target and ITO target business; among them, Sifeng Electronics' target products are important raw materials for OLED panels, and Started mass production in 18 years, customers have BOE, Huaxing Optoelectronics, Xinli, Samsung, LG. Huawei will release 5G folding screen mobile phone on February 24, Longhua Technology revealed on the interactive platform, the company's customers are Huawei's flexible screen supply Business, Longhua indirect supply.
Visionox
002387
Guoxian Optoelectronics/Vicano is the leading company in the field of OLED in the mainland. It has 5.5 and 6 OLED production lines. After 18 years of production, it has 45K/M output. It is responsible for low-cost technology and localization of OLED materials. The role of domestic brand leader; Gu'an 6th generation AMOLED panel production line project production line started operation, production line design capacity of 30,000 pieces / month; plans to establish and operate a 6th generation AMOLED production line in Hefei, the total investment is expected 440 100 million yuan.
Jizhi Technology
300566
The quantum dot film and OLED luminescent materials were laid out, and the OLED luminescent material company Ningbo Lumilan New Material Co., Ltd. was also invested.
BOE A
000725
The domestic OLED panel is the absolute leader, the output is the first; the first domestic AMOLED5.5 generation line has been put into production, and the OLED production line has been supplied in Chengdu and Hefei. The yield of the 6th generation flexible AMOLED production line in Chengdu is close to 30%. Production level, in November, can provide about 500,000 to 500,000 5.5-inch flexible OLED panel products, yield continues to climb; then B7 line annual production capacity of 90 million pieces (45,000 pieces of 6th generation substrate per month); expected production in 2019: flexible 93K/M, rigid 4K/M; plans to invest 46.5 billion yuan to build the 6th generation AMOLED (flexible) production line project in Chongqing.
Rainbow shares
600707
The first in China and the fifth in the world to have a complete set of liquid crystal glass substrates. In May 18, the product formulation development and production line test of AMOLED high-resolution display panel based on LTPS technology was completed.
Jinfu Technology
300128
The company's leading products are liquid crystal display modules (LCM and BLU), optoelectronic display thin film devices, test fixtures can be used for OLED screens. The detection fixture developed by the holding subsidiary, Maxim Technology, can be used for the detection of OLED screens.
Dongcai Technology
601208
Main AB glue, film substrate, with an annual output of 20,000 tons of optical grade polyester base film project, the products used in OLED display are OCA optical film base film, polarizer release base film and touch screen high-protection film base film; On May 16th, 18th, it was announced that it would invest 2 million yuan to invest in Xingshuo Nano Co., Ltd., and Xingshuo Nano focused on quantum dot preparation, LCD backlight, QLED quantum dot ink and full color QLED inkjet printing technology development.
Dongxu Photoelectric
000413
Glass substrate manufacturers, there is no glass substrate production line for OLED; cover glass, curved glass, sapphire and some equipment business are applicable to the OLED industry chain.
South Glass A
000012
The company indirectly holds 44.70% equity of Yichang CSG Display Devices Co., Ltd. Yichang display devices have been mass producing conductive glass for OLEDs.
Wanshun shares
300057
The company's ITO conductive film is one of the key raw materials for touch control by touch screen. It is a conductive film with PET as the substrate, good uniform surface resistance and high transmittance. ITO conductive film can be applied to flexible OLED. electrode.
Dinglong shares
300054
After the polishing pad material (CMP) was supplied, Dinglong Co., Ltd. launched the industrialization of flexible panel materials, aiming at the current hot OLED market. The company disclosed on January 17, 2018 that it will change the use of some of the raised funds, and launch the R&D center project of integrated circuit process materials and flexible display materials and the research and development and industrialization of flexible display substrate materials. The reporter learned that Dinglong has accumulated many years of research and development on flexible panel materials, and this investment is to realize the industrialization of research and development results.
Yongtai Technology
002326
The company's CF photoresist products can be applied to the production and manufacture of OLED products, breaking the monopoly of overseas, and the annual production of 60 tons of OLED electronic materials construction projects are under construction.
Dafu Technology
300134
There are flexible OLED display module industrialization projects; the company's precision metal mask is a key product for the OLED panel evaporation process, which determines the resolution of OLEDs, breaking through the monopoly of Japanese and Korean companies in this field, technical indicators are at A global leader.
Double star new material
002585
The company is engaged in the research, development, production and sales of new plastic packaging films, mainly polyester film, aluminized film and PVC functional film. At the end of 2017, the sales volume of polyester film was 300,000 tons, and the revenue reached 2.827 billion yuan. Optical module products have entered the international first-class brand, mainly used for oled TV.
Jiang Feng Electronics
300666
A leader in the field of high-purity metal targets in China; currently working with leading companies in the industry to develop localized OLED sputtering targets.
Hongxin Electronics
300657
The company's products are indirectly supplied to Samsung, Huawei, Xiaomi, OPPO, VIVO, Coolpad, Meizu and other well-known electronic products manufacturers through display modules, touch modules and fingerprint identification modules.
Times new material
600458
The company's PI film line can be used for the base film of OLED panels.
ST Conde New
002450
The company is a global leader in the pre-coating film industry. Currently, the company has five series of more than 80 kinds of products, including BOPP substrate, PET substrate, pre-coated film, special film, Nylon, 3D image, film and 3D image equipment. The company has developed optical films that can be used for flexible display of OLEDs.
TCL Group
000100
As the financing platform of Huaxing Optoelectronics, TCL Group has developed OLED production capacity in the 11th generation line in the development of large-size OLED technology. The subsidiary Huarui Optoelectronics is mainly engaged in the development of new OLED materials with independent P. The vapor-deposited OLED small molecule material, green light and red light material have been sampled and tested by manufacturers; the first large-size IPJ AMOLED panel with 31??40PPI in China; in June 18, it will spend 42.7 billion to build 11th in Shenzhen. The generation of new ultra-high-definition display device production line, including 65" OLED, 75" OLED display; in August 18, will build two 11th generation new display device production line in Shenzhen Guangming New District, with a total planned investment of 89.183 billion yuan.
Vogel Optoelectronics
603773
On May 24, 2018, on the interactive platform, the company had a small number of 3D glass business orders in 2017, and the current business scale is small. At the same time, the company has a small number of AMOLED orders.
Jintuo shares
300400
It has the first AMOLED external compensation device in China to complete the patching of the OLED panel color imbalance.
Sichuan Changhong
600839
The company is a globally competitive consumer electronics system provider and content service provider. The OLED industry is the strategic focus of the company's development. The company has a number of OLED products on the market.
Changxin Technology
300088
The world's largest manufacturer of ITO conductive films, OLED conductive glass for OLED has been industrialized and shipped in bulk; hard-screen OLED display modules are shipped in bulk; the subsidiary Deppte high-end module fit has high quality and high yield advantages. The service customers are high-end customers such as Huawei Oppo, Sharp, Xiaomi, BOE, Tianma, etc., and the comprehensive screen shipments are in the forefront of the industry, and the special-shaped cutting process is far ahead in China.
Silan
600460
The company is a high-tech enterprise specializing in the design, production and sales of integrated circuits and semiconductor microelectronics related products. It has successfully developed the first domestic OLED dedicated driver IC chip with independent intellectual property rights.
Victory
002426
In early 2018, the "Advancel" brand has enjoyed a reputation of nearly 30 years in the LCD and OLED panel mounting equipment manufacturing industry, and has a stable and high-quality industry leading customer resources in the international market. The completion of this transaction has rapidly enhanced the company's manufacturing R&D capabilities in the field of LCD and OLED devices.
World Games Circuit
603920
The company's main business is the development, production and sales of various printed circuit boards (PCBs). The company's leading products include single-panel, double-panel, multi-layer boards, etc., and are vigorously developing into the HDI board field. The OLED module is composed of an OLED display + PCB + iron frame.
New material
600206
The company's research-based Yijin is the largest manufacturer of high-purity metal sputtering targets in China. Membrane materials are the key to achieving soft OLED properties, and targets are the main raw materials for electronic film materials.
Zhongying Electronics
300327
The only domestic AMOLED screen chip supplier and Huiguang mobile phone screen chip supplier, the driver chip for the new generation display of OLED is the company's research and development and sales of products mainly covering one of the two major spindle directions; driving C industry basic and AMOLED panel The production broke out in the same period and is expected to enter the harvest period from 2019 to 2020.
Lianchuang Optoelectronics
600363
Announced on August 10, 2018, the company laid out the OLED industry chain in advance, and plans to invest 200 million yuan to set up a wholly-owned subsidiary, Lianou Microdisplay. The company has a registered capital of RMB 200 million and is engaged in the research and development, production and sales of high-precision metal masks.
Skyworth Digital
000810
Small and medium size OLED modules have been mass-produced.
Wanrun shares
002643
The most purely standard upstream OLED terminal materials in China, the subsidiary Yantai Jiumu Chemicals Co., Ltd. is engaged in the research and development of organic luminescent materials. The leading OLED material manufacturer in China, through the certification of Samsung and LG, enters the supply chain system, covering 80% of the OLED finished product suppliers; OLED finished materials with independent intellectual property rights are verified by downstream manufacturers.
Deep Textile A
000045
OLED polarizer products are temporarily shipped less; mainly LCD polarizers, OLED technology polarizers use more than half of the LCD, which is bad for the polarizer industry.
Foshan Plastic Technology
000973
The company's official website shows that the products include 3D products - polarizers, OLED polarizers and so on.
Strong new material
300429
Established a strong joint venture with Taiwan Yanlei Optoelectronics Co., Ltd. (holding 44.4%) to cut into the field of OLED research and development. Yan Lei is one of the few qualified suppliers of AMOLED luminescent materials in Taiwan. It can use 64 patents and OLED organic materials mastered by 昱Ra photoelectric. Sublimation and its management technology, QC and QA detection technologies for OLED organic materials, and expertise, information and resources related to the production and sales of OLED materials
Chengzhi shares
000990
In terms of TFT liquid crystal products, the company will make every effort to increase the TFT market share; in the development of OLED products, establish an OLED material production line, and at the same time build a coating experiment line closer to the panel, and design and develop materials according to market demand.
Lansi Technology
300433
The company has research and development and production of OLED screen related products, and the company's 3D curved glass has been mass-produced.
Nanda Optoelectronics
300346
The company's trimethylaluminum can be used to produce OLEDs. The main product MO is derived from the current downstream products are LEDs.
Oufei Technology
002456
The company's thin-film touch solution can be used with the oled screen in the ipad. In the touch field, the research and development of flexible film touch sensing layer, 3D touch sensing layer, 3D full-fit and other products, to grasp the OLED trend of external touch Industrial opportunities for the return of the program.
Liard
300296
On May 27, 2016, the company said that the company's wholly-owned holding company, Pingda, owns OLED products, and its OLED products are targeted at commercial applications such as advertising.
Taiji Industry
600667
Announcement on the evening of May 9, 2017, the company's subsidiary eleven technology and project owner Shanghai Hehui Optoelectronics Co., Ltd. completed the signing of the 6th generation AMOLED display project process electromechanical system EPC/TURNKEY of Shanghai Hehui Optoelectronics Co., Ltd. on May 9th. The liability integration contract, the total contract price is 2.16 billion yuan.
Jingquanhua
002885
There are OLED power products and related businesses, with drive technology for products and related patents for independent research and development.
Tiantong shares
600330
The company's new display special equipment has obtained large orders for AMOLED online automation equipment from domestic leading enterprises. Entered the BOE supplier to provide optical detectors and automated conveyor systems for the 5.5-generation AMOLED organic light-emitting display device project.
Three spectrum
002876
The company has the capacity to meet the requirements of many downstream applications. Product types include TN polarizers, STN polarizers, TFT polarizers, OLED polarizers, and polarizers for 3D glasses.
Hengrun shares
603985
On the evening of September 24, 2018, the company announced that it would acquire a 51% stake in Optoelectronics Equipment at a price of RMB 180 million. The target company is mainly engaged in R&D and manufacturing of semiconductor equipment and OLED display equipment. From 2018 to 2020, the annual performance commitments are 30 million yuan, 35 million yuan and 40 million yuan respectively.
Xinlun Technology
002341
On May 3, 2016, the company said that it has carried out industrial layout and technical reserves for OLED and LED touch screen companies. COP film, touch screen film, SRF film and other companies have mature technology reserves. The company has a clear understanding and judgment on the development of technology trends in the display industry, so it has already carried out related product layout and planning.
Dongshan Precision
002384
Hehui Optoelectronics provides ○LED substrate for the company and provides product development and OLED substrate technology support; the company seeks and develops market resources and carries out OLED product modules and full-stick production, sales and customer service.
Yuxing Stock
300305
The company has an optical base film, and the large-scale application of OLED has a positive impact on the company.
Danbang Technology
002618
The company specializes in microelectronics flexible interconnection and packaging business. It is one of the few industrial chains in the world covering substrates, substrates and chip packaging. It has formed a complete package from FCCL→FPC, FCCL→COF flexible packaging substrate→COF products. Industry chain.
Shenghong Technology
300476
The company focuses on the production of large-size display module products such as TVs and computers.
Derun Electronics
002055
The company's flexible circuit board products have a high reputation in the industry, strong technical strength, and can produce a variety of difficult flexible circuit boards in the industry.
Helitai
002217
The company is a major supplier of smart wearable displays on the market, including PMOLED modules and the latest OLED modules.
Zhuye Group
600961
The basic structure of an OLED is composed of a thin, transparent semiconductor-indium tin oxide (ITO) connected to the positive electrode of the power, and another metal cathode, which is wrapped into a sandwich structure. 75% of the materials in the display area contain indium, while China's indium production accounts for more than 50% of the world. Indium is the basic raw material for ITO targets, and its importance to OLED is self-evident. According to the data, Zhuzhou Metallurgical Group has been involved in ITO targets earlier and has leading technology advantages in the industry. In the domestic ITO target industry, Zhuye Group has no competitors.
North Huachuang
002371
The company has provided equipment support for BOE 6th generation OLED production line, and provided Micro-OLED related production equipment for some domestic manufacturers.
Phillips
300395
The company's synthetic quartz ingots can be used as a photomask substrate for TFT-LCD and OLED flat panel displays. It is the second largest semiconductor manufacturing material after silicon materials and is currently supplied to the mainstream photomask suppliers in Japan. The product barrier is very high, the global competitors are only Japan TOSOH, Japan HOYA and the United States CORNING and other international manufacturers.
Precision electronic
300567
A leading equipment company in China's domestic energy production OLED testing equipment; the company has a large market share, the middle-end equipment has achieved scale sales, and some of the products in the front-end equipment have been sold. It is one of the few companies in the industry that can provide three major process inspection devices for flat panel display. OLED requires more testing equipment, generally 1.5-2 times that of LCD; customers are large flat panel display companies at home and abroad.
Jingwang Electronics
603228
The company's product types cover FR4 printed circuit boards, aluminum-based circuit boards, flexible circuit boards, HDI boards, rigid-flex boards, and high-end electronic materials. The company's product HDI is a PCB (printed circuit board) as one of the basic materials of electronic components, and the market capacity accounts for more than 1/4 of the component production value.
New zebang
300037
On May 26, 2016, the company said that the company has disclosed information about the company's AMOLED anode etching solution to Kunshan Visionox Display Technology Co., Ltd. on the official website. The ability to achieve supply in the OLED field is inseparable from the company's long-term technical accumulation and talent cultivation in this area.
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