The price of rigid OLEDs continues to decline, and the difference between the two has dropped to 5 US dollars. With the influence of the fingerprint technology under the screen, the rigid OLED squeezes the LTPS technology more obviously. The fingerprint on the LCD screen will become the rigid resistance of the LTPS panel factory. The primary solution for OLED.
OLED advantage highlights manufacturers to attract attention
Compared with LCD, the advantages of fingerprint technology under OLED screen are very obvious. As the price of the fingerprint module under the screen declines, the fingerprint technology of the screen as a differentiated selling point has been widely publicized by more and more smart phone brands.
Rigid OLED with off-screen fingerprint has become the choice of mainstream mobile phone brands. The demand for OLEDs by Chinese brands led by Huawei, Xiaomi, OPPO and vivo is increasing. At the same time, Samsung Display further reduces the price difference between rigid OLEDs and LTPS LCDs and increases the usage of domestic brands. According to data from AVC Revo, after the release of flagship models such as Samsung S series and Huawei P series, the global OLED screen smartphone shipments reached 101 million units in the first quarter, an increase year-on-year and quarter-on-quarter.
It is understood that LTPS LCD manufacturers have developed some samples of on-screen fingerprints. Taiwanese manufacturers in the first half of 2018 in the LCD panel optical screen fingerprint identification program is still in the use of the Demo box stage, did not form the actual product.
In addition, under the pressure of OLED, the Taiwanese panel factory has no new OLED production line due to funding restrictions. AUO and Innolux prefer Mini LED technology solutions.
In recent years, products in the commercial display field have been continuously innovated, new demands have been continuously created, new scenes have been increasingly tapped, and industry demand has 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 in 2018 reached 74.5 billion yuan, a year-on-year increase of 32.2%. It is estimated that the market size will exceed 100 billion yuan in 2020.