Ranked version of domestic OLEDLO leading enterprises:
I. Visionox
Because it is optimistic about the development prospect of the organic light-emitting diode industry, Visionox built the first pilot production line of PMOLED in Chinese mainland in 2002 and the first pilot production line of AMOLED in Chinese mainland in 2009, and realized the technical integration of LTPSTFT backplane and organic light-emitting diode in 20 10. After less than two years' efforts, Visionox has become one of the main suppliers of PMOLED in the world, and its products are exported to Europe, America, Japan, South Korea and Taiwan Province Province of China. In 20 10, the market share of Visionox in Chinese mainland reached 40%, and the shipments of PMOLED in the first quarter of 2010 were the third in the world.
Two: Shenzhen Tianma
In August, 2065438+00, Shenzhen tianma microelectronics Co., Ltd. disclosed that its holding subsidiary, Shanghai Tianma, planned to invest in the construction of the 4.5-generation AMOLED pilot line with a total investment of 492 million yuan.
At the 20 1 1 Portable Product Innovation and Technology Exhibition, tianma microelectronics acquired NEC in February of 201/and plans to invest 7 billion yuan in Xiamen in the second half of the year to build a 5.5-generation LTPS factory and small and medium-sized AMOLED display screens.
Third, BOE.
20 1 1 May, during the "Shenzhen Photoelectric Display Week and Shenzhen Color TV Festival", BOE officially released the development plan of AM- organic light-emitting diodes and actively laid out new display technologies. According to reports, relying on the transformation of Chengdian's 4.5-generation TF tam- organic light-emitting diode production line and actively promoting AM- organic light-emitting diodes, BOE is expected to launch LTPS (low temperature polysilicon) display panels for mobile terminals such as mobile phones this year; In the next three to five years, AM- OLED display panels for information and video terminals such as IT and TV will be launched one after another.
Wang Gang, director of future display technology research and development of BOE, said that BOE will actively promote the independent research and development capability and industrialization of new display technologies such as AM- organic light-emitting diodes in China on the basis of mastering the independent core technology of TFT-LCD.
Fourth, Sichuan Hongshi
Sichuan Hongshi has the most complete PMOLED production line in China, with the designed annual production capacity of 1 20,000 pieces (calculated by1inch screen), mainly based on the application requirements of its own products. Since it was put into production in April of 20 10, the product yield of this production line has now exceeded 90%. It is understood that Hongshi also has an AMOLED panel experimental line and a PMOLED experimental line.
For the construction of large-size AMOLED production line, Hongshi Company began to make corresponding plans as early as the end of 2009. Considering the technical risk and equipment risk of AMOLED production line, Hongshi repeatedly demonstrated.
Verb (abbreviation of verb) Foshan rainbow
2011On June 9, rainbow shares (600707) announced that Rainbow (Foshan) Flat Panel Display Co., Ltd., a holding subsidiary of the company, plans to raise 3150,000 yuan to build an AM- organic light-emitting diode (active matrix organic light-emitting diode panel) pilot project, and plans to issue160,000 yuan.
Trust of intransitive verbs
Xinli Semiconductor Co., Ltd. began to contact with organic light-emitting diodes in 200 1, and invested 200 million yuan in 2003 to set up the first truly medium-batch production line in China. The monthly output of 1 inch screen reaches 200,000 pieces. Monochrome products were mass-produced in early 2004, color products in mid-2004, and vehicle products with the highest quality requirements were mass-produced in 2007. After nearly 10 years of technology accumulation, Xinli actively responds to the customer demand of "high quality, high performance and low cost", fully grasps the device technology, production technology, inspection technology and yield control technology, and has a complete market layout of mobile phones, consumer electronics, industrial control and vehicle electronics.
In due course, Sony will increase a large-scale organic light-emitting diode production line and open up the application market of AMOLED mobile phones. By then, Sony's organic light-emitting diodes will be able to provide products and services for almost all market applications. The 300 million-library 3y.uu456.com contains various professional documents, secondary education, industry materials, foreign language learning materials, various qualification examinations, preschool education, primary education, professional papers, applied writing tools, appreciation of literary works, and the development status of major domestic organic light-emitting diode enterprises.
Organic light-emitting diode display reading:
With the news that Apple will use OLED screens in this year's iPhone models last year, many listed companies in the OLED industry have been investigated by many star organizations. Among them, Wanrun Co., Ltd. (002643) was investigated by 65 institutions last week, including Thousand Joint Venture Capital, Danshuiquan, Suzaku Investment and Xingshi Investment. Zhongying Electronics (300327) was exclusively investigated by harvest fund. Zhiyun Co., Ltd. (300097) was investigated by 49 institutions, including Thousand Joint Venture Capital, Penghua Fund, Rongtong Fund and Huashang Fund.
In terms of investment strategy, CITIC Jiantou said that at present, the organic light-emitting materials upstream of organic light-emitting diodes are mainly in the hands of foreign manufacturers such as Japan, South Korea, the United States and Germany, and there are no substitute products in China. Domestic enterprises mainly provide international manufacturers of organic light-emitting diode materials with intermediates and monomer crude products. With the outbreak of demand for organic light-emitting diode panels, the sales of domestic intermediates and monomer rough products are expected to increase significantly. At present, leading enterprises are expected to grow with the rise of the whole industrial chain.
Haitong Securities (600837) said that the growth of traditional display is weak, and organic light-emitting diodes are expected to rise suddenly and penetrate strongly. Most people in the industry have realized that organic light-emitting diodes will replace the current TFT-LCD and gradually become the next generation mainstream display technology. The upstream material market has great potential and needs deep excavation. NPD's latest quarterly report on organic light-emitting diode materials points out that by 20 17, the market scale of organic materials used for light-emitting layer and common layer of organic light-emitting diode panels is expected to grow to 3.4 billion US dollars. The upstream luminescent material market is growing due to the outbreak of organic light-emitting diode products, which is beneficial to domestic related display material manufacturers.
You can pay attention to related leading stocks, such as Wanrun, Zhongying Electronics, Puyang Huicheng (30048 1) and Beijing Zheng Jun (300223). In addition, related companies in the organic light-emitting diode industry chain include Zhiyun, Danbang Technology (0026 18), Xinlun Technology (00234 1), Kangdexin (002450), Shentianma A, BOE A and so on.
China film electronics: the company has invested in the research and development of AMOLED screen driver chips for many years, and its technology is leading in China. It is the only manufacturer in China that mass-produces AMOLED screen driver chips. Last year, the company's AMOLED screen driver chip successfully entered the He Hui photoelectric supply chain, and its technology and production capacity were successfully recognized by the market. At the same time, the company's new products are constantly being developed, and the research and development strength is very strong. The company said that the Amoled driver chip will be used for the AMOLED screen of VR (Virtual Reality) in the future.
Puyang Huicheng: The company focuses on the development of fluorene derivatives as blue light functional materials for organic light emitting diodes. Other organic light-emitting diode functional materials included in the development plan mainly include: organic light-emitting diode hole transport materials, hole injection materials, hole blocking materials, electron transport materials, electron injection materials, electron blocking materials, and organic phosphine compounds as catalyst ligands for material synthesis. The company will continue to improve its market position and product competitiveness in the field of organic light-emitting diode functional materials through the above methods, and gradually cultivate it into a new profit growth point of the company.
Wanrun Co., Ltd.: This company is a leading supplier of organic light-emitting diode intermediates in China. At present, it has entered the supply chain system of well-known manufacturers such as LG and Samsung, and will significantly benefit from the improvement of downstream demand of organic light-emitting diodes. In the first quarter of this year, the company's operating income increased by 59. 17% compared with the same period of last year, but its net profit increased by 279.62%.
Xinlun Technology: On May 4th, it was stated on the interactive platform of investor relations that TAC film is one of the main raw materials of polarizer, accounting for about 50% of its cost. Polarizers are still used in OLED panels, but due to the change of polarizer structure, the number of TAC films used in OLED has decreased, and a new film material COP film has been applied. For OLED and LED touch screen companies, industrial layout and technical reserves have been made, and companies such as COP film, touch screen film and SRF film have mature technical reserves. The company has a clear understanding and judgment on the development of technical trends in the display industry, so it has carried out relevant product layout and planning.
Zhiyun shares: The company is expected to benefit from the increased penetration rate of AMOLED and usher in high performance growth. CITIC Securities (600030) believes that at present, Xinlisan, Zhiyunzi Company, has achieved sales revenue on this kind of equipment, and its R&D and sales progress are obviously faster than domestic competitors. In view of the breakthrough of new Sanli in international mobile phone customers, the equipment is expected to have greater performance flexibility in the future, which will drive Zhiyun's performance in 20 17 to greatly exceed expectations.