As the medium size of the display industry, the development of notebook applications is also relatively "mediocre and conservative". From the perspective of technological innovation, for example, in terms of product form, the full-screen concept was first popularized on mobile phones and gradually extended to notebooks; from the quality performance For example, the recent popular HDR research on notebooks has also moved from TV applications to notebooks. In addition, the speed of technological development is also very slow. It is difficult to see the phenomenon of "a sudden spring breeze, thousands of trees and pear blossoms" in other applications. However, due to the violent expansion of the display industry's production capacity, Korean factories have shifted to the issue of OLED production capacity reduction caused by OLED technology, and the influence of OLED has also expanded from mobile phones and TVs to notebooks, making us have to pay attention to changes in notebook technology.
OLED penetrates the notebook panel market. What will happen to the notebook technology form and trend?
We know that the display panel is divided into two categories: passive light emission and active light emission. LCD is a passive light emitting device, which needs to control the liquid crystal and backlight to emit light. OLED is an active light emitting device, and the pixels can control and emit light independently. LCD technology includes three major technology categories: a-Si, oxide, and LTPS. As the electron mobility increases, the performance also improves in turn.
LTPS's aggressive expansion will affect the a-Si market
In terms of notebook applications, the Oxide camp is mainly shipped by LGD, Sharp, CEC Panda, and BOE. The LTPS camp is mainly AUO, JDI, Tianma, and the recently newly added CSOT. The OLED camp is SDC, Hehui Optoelectronics, and wait-and-see attitude. Visionox. Oxide and LTPS notebook panels shipped around 13 million units in 2018, and are mainly used in mid- to high-end products with resolutions ranging from FHD to UHD. The profit pressure of panel makers continues to expand in 2019. The expansion of OLED on mobile applications brings pressure to absorb LTPS production capacity. Panel manufacturers are actively adjusting the production structure. Lock on international brands such as Dell and HP. Sigmaintell predicts that LTPS technology will bring a certain impact on the a-Si camp FHD market.
OLED continues to improve product lines and improve technological competitiveness
The release of the 15.6-inch OLED UHD notebook brand at the CES 2019 will bring everyone's attention back to OLED. The bud of OLED has brought more possibilities for the development of form and picture quality on notebooks. Because OLED is a self-luminous display, it has inherent advantages in lightness and thinness, higher color saturation, response time is in the microsecond range, and black state is more black, with HDR effect. Although the current price of OLED is about 40% higher than that of other technology panels with the same resolution, it still has a certain competitiveness due to its excellent overall performance. In addition, SDC is also actively deploying next-generation products to improve performance in terms of size, touch technology and refresh rate.
However, OLEDs are not perfect, and there are also disadvantages, such as life issues, large power consumption in white state, etc. In addition, the compatibility problems that have recently occurred in brand factory verification have also affected the OLED volume process.
According to Sigmaintell data, in 2018, a-Si technology accounted for 92.8% of notebook panels, and continued to decline in the future. At the same time, Oxide, LTPS, and OLED shipments will increase steadily. We predict that by 2020, the Oxide, LTPS and OLED camps will be out The proportion of goods will be close to 14%, and the shipment will reach about 27 million pieces.