"The development of China's display industry is not easy, many achievements of display industry are achieved under the correct guidance and support of the CPC Central Committee and the government for China's strategic emerging industries."Ouyang Zhongcan, an academician at the Chinese Academy of Sciences, said in an exclusive interview with China Electronics News.
In order to break through the dilemma of "lack of core and screen" in China's electronic industry, both the government and the market have made a lot of efforts and attempts.With the rise of boe and other companies, China's display companies have begun their counter-attack for 20 years.In 2003, BOE started the development of display industry with the mode of "overseas acquisition and independent line construction".In 2012, display panel production capacity in Mainland China reached 10% of global production capacity, surpassing Japan for the first time.Since surpassing South Korea for the first time in 2017, China's display panel industry has continued to increase its production capacity and now accounts for more than half of the global production capacity, ranking first in the world.
Rational mergers and acquisitions promote the healthy development of industry
Earlier, for panel display remarkable achievements in our country, some places will be one-sided interpretation to rely on "industrial scale", this also led to some backward, the low level of panel production line by investment and the introduction of, cause the waste of resources and the subsequent development difficulties, caused the industry scale rapid expansion and quality benefit coordination, balance between ascension.On this issue, Ouyang called for joint efforts to prevent the introduction of low-quality and redundant production lines and maintain a healthy competitive environment for the display industry.
"The government has already established a window period guidance system for such low-level and repetitive construction."Ouyang Zhongcan told reporters.As early as 2014, the National Development and Reform Commission has defined the general tone of China's new display industry cluster development -- to guide the concentrated development of industrial regions and the concentration of investment subjects, focusing on supporting the development of qualified and basic enterprises in industrial clusters, and forming regional industrial clusters with strong competitiveness.
And the gathering of investment subjects is just the embodiment of the new display industry agglomeration development -- more resources and production capacity closer to the leading, China's display panel industry concentration and panel supply chain competitiveness to improve, industry competition is also more orderly.In 2020, the merger and reorganization of upstream and downstream enterprises in China's display industry chain will accelerate, and the strength of leading enterprises will be further enhanced.Boe completed the acquisition of the two production lines of NANJING 8.5 generation LCD production line and Chengdu 8.6 generation LCD production line of China Electric Panda, forming the LCD panel production matrix of 5 8.5 generation lines, 1 8.6 generation line and 2 10.5 generation line, ranking the first in global production capacity.Group Intelligence forecast that boe's share in the global large-size LCD market will rise to 28.9 percent by 2022 after the successful acquisition of THE CLP Panda production line.
"The acquisition of CLP Panda improves BOE's technology and product layout, enhances industry concentration, leads and optimizes the industrial environment, and is of great significance for promoting the sound development of the global semiconductor display industry."Ouyang zhongcan explained.Both of CLP Panda's two production lines are IGZO(metal oxide process) LIQUID crystal production lines, which complement boe's technology.Ouyang concluded: "BOE's acquisition of CLP Panda has a demonstration role and important significance for China's display industry cluster development."
Technological innovation infuses vitality for display industry
"Tft-lcd accounts for about 65% of the market and is still the mainstream application in the market."Autoclaved OLED market accounts for about 28%, laser display accounts for about 6%, and other display technologies are basically in the early stage of development."This is the analysis of market share of several mainstream display paths made by Ouyang Zhongcan in his speech at DIC2020.
"Does technological innovation give LCD exuberant vitality?"Facing the reporter's question, Ouyang Zhongcan gave a positive answer.He judged that "driven by the power of scientific and technological innovation, the application of new technologies represented by BOE BD Cell will promote the continuous release of vitality of LCD products."Based on the rich accumulation of scientific theories and the development history of the LCD industry, He has always believed in the bright future of the LCD industry."LCD panels are more advantageous in terms of longevity, price and performance on TV big-screen racetracks."Ouyang Zhongcan told reporters.
"The achievements of China's display industry are made under the wise guidance and support of the CPC Central Committee and the government for China's strategic emerging industries."This is what Ouyang Zhongcan felt most when talking about the history of the reversal of the display industry in China in the past 20 years.As the main body of technological innovation in display industry, the Party Central Committee has been giving continuous attention and support to display enterprises.At the beginning of 2016, When General Secretary Xi Jinping visited Chongqing BOE Optoelectronics Technology Co., LTD., he stressed that "innovation" is the first place in the five development concepts, and innovation must be firmly grasped in hand to promote innovation.
Ouyang zhongcan recalled.China's display enterprises overcome difficulties, overcome a technical "hard bone", constantly improve the display performance of LCD panel, open up a number of innovative application scenarios.In 2019, BOE creatively launched BD Cell technology, which not only improves LCD contrast, but also has more advantages in power consumption and cost.In view of the problem that blue light of display products can harm eyes, BOE also innovatively launched low blue light display solutions."The wavelength of harmful blue light is from 415 nm to 455 nm, which can directly penetrate the macular area of the fundus. If it is used for a long time, users will have dry eyes, astringent eyes, eye pain, eye swelling, eye fatigue and other symptoms.If a child watches such screens for a long time, it can cause serious damage to his eyes."Ouyang Zhongcan points out.Boe's low blue light display solution, by adopting long wave LED solution and blue light peak redshift technology, achieves low blue light in the full color temperature range, greatly reduces the energy output of 415 nm to 455 nm band, and perfectly restores the real color of the display screen.
Accumulated new force of display technology
The industrialization of LCD technology began in Japan and OLED technology began in Korea.We have reason to believe that in the future, more advanced display technologies, such as Micro LED, may be the first to achieve industrialization in China.""China has the potential to take the lead in AMOLED flexible display and Mini/Micro LED and other new display circuits by continuing to develop the LCD industry to take the lead from behind," said Ouyang.
Ouyang Zhongcan told reporters that in the field of flexible display, China has more than 20 years of technology precipitation, in technological innovation and industrial application of both breakthroughs."Boe has been engaged in AMOLED research since 2001 and has achieved innovation in flexible display technology. Its' Research and Industrialization of High-resolution flexible flexible AMOLED Display Technology for Mobile Applications' won the Special Prize of Beijing Science and Technology Progress Award 2019."In the past two years, MOTOROLA, LG, OPPO and other world-famous mobile phone brands have adopted BOE flexible display.
As the world's leading display enterprise, BOE is accelerating the development and mass production of folding screens with higher specifications and reliability, and has achieved remarkable results.In 2020, BOE cooperated with OPPO to launch the scroll screen technology.Boe will also launch the next generation of sliding screen with thinner module thickness and smaller crimp radius, continuously reducing the thickness of the whole machine.In terms of off-screen application, BOE takes the lead in realizing the industry-leading 400PPI flexible off-screen camera technology, which increases the screen ratio to nearly 100% and provides finer display quality, which can effectively solve the sawtooth problem at the edge of the camera hole on the screen and achieve better flexible display effect.These technologies will be shown in future mobile applications, bringing more innovation space to flexible products.
In addition to flexible display, Mini/Micro LED has a broad application space in commercial display, business meetings, stage performances, sports events and other fields.Referring to Mini/MicroLED in recent two years, Ouyang Zhongcan introduced that China's traditional LED industry has a strong technical base, "about 2/3 of the world's traditional LED industry chain resources in mainland China, China has a good industrial foundation in the field of Mini/ micro-LED, leading enterprises stand in great numbers.LED chips are SAN 'an photoelectric, Hucan photoelectric, dry according to photoelectric, LED packaging has Mullinsen, China Starlight electricity, Ruifeng photoelectric.Display panel companies such as BOE, with its leading LCD industrial chain foundation, mature semiconductor technology and advanced LED solid crystal technology, take the lead in the Mini/Micro LED industry."Ouyang Zhongcan introduced.At present, boe's first glass-based active IC drive Mini LED product is expected to be mass-produced in the near future, laying a foundation for Micro LED products to enter the consumer market.
With the active layout of major domestic panel, equipment, chip and terminal manufacturers, China's Mini/Micro LED industry will continue to maintain rapid growth.Research data from LED Research Institute of GaIGONG Industry & Research Institute show that in 2020, the new investment in Mini/Micro LED and other fields has reached nearly 43 billion yuan, which is several times more than that in 2019.
8K+5G brings new opportunities for the display industry
In the context of 5G commercialization, China's UHD display industry has achieved leapfrog development in recent years.This year, China's UHD display industry has been pushed to a new stage by the launch of the China Media Group's 8K UHD channel, the implementation of 8K live broadcast of CCTV Spring Festival Gala, and the commercialization of HDR Vivid, China's high dynamic range video standard.
"In 2017, as a member of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), I proposed that the National Press and Publication Administration and the State Administration of Radio, Film and Television (SARFT) deploy and open a 4K/8K TV channel as soon as possible in order to promote the development of China's 4K/8K ULTRA HD display and ultra HD video industry for the 2022 Beijing Winter Olympics.China's uHD video industry chain will develop rapidly by taking advantage of the historic opportunity of hosting the 2022 Winter Olympics in Beijing."Ouyang Zhongcan told reporters, "display companies have long foreseen that 5G will bring huge business opportunities to the display industry."
In fact, as early as 2017, BOE started to promote the "8425" action plan, namely, to promote 8K, popularize 4K, replace 2K, and make good use of 5G. Over the years, boe has worked with partners to jointly explore relevant practices of 8K+5G.We helped achieve the world's first live broadcast of stage art "8K+5G" in the "colorful autumn yun" online concert series of the national center for the performing arts, 8K+5G remote live broadcast for the 70th anniversary of the National Day, and "8K+5G" ultra hd video transmission vehicle broadcast experiment during the 2019FIBA basketball World Cup. All these are typical cases of China's 8K+5G development.
With the rapid development of the industry, display has become the port of the Internet of everything, enabling the application scenarios of the Internet of things. The display giants represented by BOE have taken this step, forming the "1+4" aircraft carrier business group with the semiconductor display business as the core, integrating the world's leading display technology, sensing technology and intelligent manufacturing capabilities,Combine with artificial intelligence, big data, 5G, cloud computing and other technologies to create infinite possibilities for iot applications.
For display enterprises planning the layout of the Internet of things strategy, Ouyang Zhongcan gave full affirmation: "artificial intelligence, cloud computing, the Internet of things and other new generation of information technology will bring more opportunities for new display technology innovation."