Shulou(Shulou.com)11/24 Report--

CTOnews.com April 11 news, TrendForce Jibang Consulting "AMOLED Technology and Market Development Analysis" research report shows that as a new generation of display technology, OLED not only gradually maintains the mainstream position of the mobile phone market, but also begins to step into other applications. As the core material of the industry chain, OLED organic materials account for about 23% of the production cost of mobile phone panels. With the improvement of permeability, the global output value of OLED materials in 2022 has reached 2.23 billion US dollars (CTOnews.com Note: currently about 15.342 billion RMB), with an annual increase of more than 30%. With the promotion of the brand factory, the output value will look up to 3 billion US dollars (currently about 20.64 billion RMB) by 2025.

From the structural point of view, OLED luminescent materials can be divided into polymer and small molecular OLED materials. Polymer materials have poor solubility in organic solvents, resulting in impure light color and poor film-forming uniformity. However, if matched with the printing process, its advantage of high opening rate can fill more materials, so as to make up for the poor life and efficiency of polymer materials. Small molecular materials have pure light color and high brightness, so they are used in the big generation OLED production line, but it is still limited by the development progress of FMM and evaporation machine generation.

The production process of OLED organic light-emitting materials is to synthesize intermediates from raw material monomers, then reprocess to form OLED pre-sublimation materials, and finally sublimate and purify to achieve OLED terminal materials. At the beginning, the raw materials were chemically synthesized to form intermediates with a low gross profit margin of about 1020%. This part of the supply was mainly provided by Chinese manufacturers such as O'Ryder, Swiss Union New Materials, Agria and Wanrun shares. The terminal material is produced directly through the purification of the pre-sublimation material, and its structure will not change in the subsequent production. Therefore, its chemical structure, process and formula are the core secrets of terminal material manufacturers. The purity requirement after sublimation is very high, and the relative technical barrier is relatively high, so the material gross profit margin is as high as 600.70%, and its core technology and patents are concentrated in a small number of overseas manufacturers. With the vigorous development of the market also led to the development of upstream material manufacturers, gradually breaking through the overseas patent technology barrier, some Chinese manufacturers have achieved mass production of pre-sublimation materials and terminal materials and began to actively enter the supply chain to drive performance up.

OLED module architecture in addition to the electrode, the middle OLED organic light-emitting materials include host materials (light-emitting layer), guest materials (dopants), functional layer materials (electronic or electrotransitive). Red main material is DuPont, LG Chemical-based, green is Samsung SDI, Merck, red and green phosphorescence doped materials are monopolized by UDC because of patent barriers, blue light fluorescent materials before the main supplier for Guangxing production, Merck, the recent LG new generation of OLED evo TV is the use of effective blue luminous efficiency of deuterium blue, is provided by DuPont and LG Chemical, its sublimation before the material is supplied by Ruilian new materials.

Other functional layer materials in addition to the original Deshan Group, out of light, LG and other large factories, there are Chinese manufacturers have entered the market supply, such as Wright Optoelectronics red Prime. In order to solve the longevity problem of blue, apart from Samsung and UDC, which are expected to commercialize blue phosphorescence in 2024, many new technologies such as Zero Radius Intra-Molecular Energy Transfer (ZRIET) patented by Lordin, a Korean materials company, because the energy transfer efficiency depends on the distance between the main body and the doped material, when the distance is close to zero, the quantum efficiency of the molecule will not be affected at all. Therefore, the efficiency can be improved by controlling the speed of energy transfer between molecules within the material. Lordin Materials has synthesized a material that not only maintains the respective characteristics of the host and doped materials, but also maintains an efficient energy transfer rate that is expected to be four times higher than the previous OLED efficiency.

TrendForce Jibang Consulting believes that the next stage of mobile terminal product development direction will be from folding to smart wear, IT, vehicle expansion, the performance requirements of OLED components will be more stringent. Thanks to the blessing of the brand, the layout of the panel factory has gradually become clearer. At present, LG, Samsung and BOE (JD.com) are all actively fighting for the priority of Tokki G8.7 evaporation machine in order to get the first opportunity in the expansion of application. In addition to the accelerated commercial pace of blue phosphorescence, coupled with more innovative technology concepts, such as Samsung with ULVAC research and development of vertical evaporation, lithography process eLeap, to enhance the opening rate of the printing process, but also for the future OLED in the display layout expansion to add new momentum, while with the increase in the utilization rate of Chinese material manufacturers, the cost will be more competitive.

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