As Apple expects to introduce OLED panels on smart phones in 2018, it may trigger the follow-up adoption of various mobile phone brands. Li Bingjie, chairman of Jingdian, and Su Fengzheng, chairman of Ronda, both agree that the impact on small-size LED backlights will be affected. The fastest may emerge in 2018.
Since the OLED panel is self-illuminating, because it does not require the characteristics of the backlight, the thickness of the panel can be reduced, and the trend of thinness and lightness can be catered for, but the backlight module factory and the LED factory are named as new technologies because of the characteristics of not using the backlight. Victims under the change, as Apple expects to introduce OLED specifications in some models in 2018, and release huge purchase orders to Samsung, OLED panel technology seems to be maturing, and the impact on the LED industry has caused concern.
Li Bingjie, chairman of Jingdian, pointed out on LED Taiwan that OLED is a surface light source. There is still a requirement that the surface light source cannot be achieved in household LED lighting. The rise of OLED has a good influence on household lighting; in backlight, he thinks LCD and OLED. There is still a price difference, which has little effect on large-size applications, mainly on small-sized panels.
He pointed out that if Apple adopts OLED panels in 2018, because Taiwan does not have an Apple supply chain, it will have a slight impact on Taiwanese companies, but Apple's actions will attract other brands to follow up, which will impact the small-size LED backlight production value.
Su Feng, chairman of Ronda, said that the number of LEDs used in backlights is related to the area. Although he agrees that the rise of OLEDs will affect the demand for small-size LEDs, the range of LED applications is wide, as well as mobile phones, NBs, monitors, tablets and TVs. The mainstream size of TV moves above 40 inches. Under the overall multiplication, the impact on the overall output value should be limited.
In the past, Nichia said that OLED still faces challenges in terms of product stability and quantity, and the performance of LEDs continues to improve. Even if Apple only uses a few models, LEDs will not be completely replaced.
IEI statistics of ITRI, although the market size of OLED lighting in 2015 is less than 100 million US dollars, but looking forward to 2016, with the launch and promotion of soft OLED lighting, coupled with the introduction of automotive applications, it is expected that the OLED lighting market will have a larger The growth of the range. IDTechEx estimates that the OLED lighting market will grow from less than $200 million in 2025 to $1.9 billion.
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