As the penetration of OLED in the mobile phone market gradually expands, computer products will be the next battleground for key OLED developments. In order to further expand the IT market, panel manufacturers have increased investment expenditure for the construction of IT panel production lines, and shifted planning to higher generation factories to achieve more efficient and economical sectioning, but also to meet increasingly important technical challenges.
Compared with the performance of traditional laptop LCDs, OLED has obvious disadvantages in terms of lifespan and price, and its IR drop (voltage drop) has a more obvious effect on power consumption. as the size increases. In order to solve the voltage drop and non-uniformity of pixels caused by the current flowing through a large area, in addition to the transparency and thickness (resistance) of the cathode, the design of additional auxiliary electrodes is even more important for reducing energy consumption. In terms of performance, COE (Color filter On Encapsulation) and MLP (Micro Lens Panel) technologies can also be used to increase light extraction efficiency and reduce overall power consumption. Coupled with the introduction of Tandem technology, connecting OLEDs in series can effectively extend the life of materials since the current is halved at the same brightness, thus meeting notebook specifications.
In terms of materials, in order to solve the problems of the low luminous efficiency of traditional fluorescence and the lifetime of blue phosphorescence, in addition to LGD’s mass production of deuterium blue series fluorescent materials, the strategic deployment of TADF (Thermally Activated Delayed Fluorescence) third-generation OLED material and the mass production of fourth-generation superfluorescence has also been gradually accelerating. 100% energy conversion which previously could only be achieved by doping noble metals into phosphorescence can be achieved by TADF, while super-fluorescence is achieved by doping TADF fluorescent materials to improve wide-width problems half wave of TADF, poor color purity, and long life. In addition to actively improving the luminous efficiency of blue light, SDC also recently acquired the German company Cynora and 300-400 OLED patents. Previously, Cynora published green and blue TADF materials, claiming that blue materials increase luminous efficiency by 15%. In addition to restricting the price of UDC’s blue phosphor materials, this acquisition also poses a threat to panel mills that choose to use TADF materials in the future. In the event of a dispute with Kyulux, another Japanese company that has made progress in TADF, SDC can form a protective patent barrier.
TrendForce further indicates that in the construction of large generation OLED panel fabrications, glass substrates laminated with thin-film encapsulated hybrid OLEDs will be prioritized to reduce weight and address the problem of wrinkling at the edges of PI substrates. as the surface increases. Additionally, the size limitations of evaporation machines have always been problematic. The arrangement of the different generations of evaporation machines has become the key to the development of the current wave of technological evolution. In order to overcome the center of gravity sag of the FMM mask caused by the elongation and resolution of larger generations and to ensure the evaporation efficiency after the increase in area totals, SDC has partnered with ULVAC to develop vertical evaporation equipment. However, the transport of vertical substrates, the distribution of tension after vertical meshing, and the uniformity of material flow during vertical evaporation will all lead to more challenges in the new process. In addition, since SDC signed an agreement with ULVAC, other panel manufacturers are looking to TOKKI to continue discussions regarding the generational re-optimization of horizontal machines and want to overcome the basic problems in a more stable way, such as with G8. 6 or more G6 machines. . As for the large-generation printed OLED jointly developed by CSOT and JOLED, the relevant materials and equipment still need to be perfected, which will affect CSOT’s further planning for OLED notebooks and the development of its line. production T8.
In summary, TrendForce believes that the next few years will be a critical period for improving OLED penetration. In the past, Apple has repeatedly played a key role in many new technologies and the launch of new products. The aforementioned development and discussion of many midsize OLED technologies is also closely related to Apple’s plan to adopt OLED panels in future midsize products. Given that the short term remains constrained by the slow evolution of the efficiency of large generation equipment and materials, coupled with the overall impact of a degraded economic environment as a whole, the development of OLED panels in Midsize computer products will continue to move slowly over the next two years. However, if Apple can launch iPad and MacBook series with OLED panels according to its planning after 2024, it should bring extremely positive benefits to the development of OLED panels in terms of computer products.
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