2023年2月13日

2020年3月，員工們在四川省成都歐洲工業城調試康佳新一代顯示麵板。[張朗/中新社]據北京一家市場研究公司Sigmaintell Consulting稱，中國已成為世界上最大的顯示麵板生產國，中國製造商用於智能手機的柔性有機發光二極管(OLED)麵板出貨量預計將在2023年全球OLED麵板總出貨量中占據42%的份額。Sigmaintell副總裁兼首席分析師陳軍表示，全球可折疊智能手機的出貨量將從2022年的1400萬部增加到2023年的2300萬部。據估計，韓國顯示器製造商用於智能手機的柔性OLED麵板出貨量今年將占全球OLED市場的58%，而2022年將占68%。中國大陸公司在顯示麵板出貨量方麵位居榜首，占據了全球麵板市場59.5%的份額。預計到2023年，這一數字將達到60.4%。陳說，由於彙率波動和地緣政治緊張等複雜的外部環境，國內智能手機製造商更傾向於從本土顯示麵板供應商那裏購買OLED麵板。Chen補充說，可折疊智能手機市場今年仍將快速增長，但增長率可能低於預期，因為智能手機製造商在可折疊產品和定價策略上變得保守。根據市場研究公司國際數據公司的數據，到2026年，全球可折疊手機(包括翻蓋和折疊機型)的出貨量將達到4150萬部，從2021年到2026年的複合年增長率為38.7%。盡管IDC仍然認為，可折疊智能手機的使用仍然不受重視，但價格下降和新的商業用例使這一想法更具吸引力。2023年折疊式手機將增長55.1%，在整個預測期內將繼續保持兩位數的增長。 China will overtake South Korea to become the biggest OLED manufacturer by 2024, as more Chinese companies have invested heavily in new OLED production lines, said Zhou Hua, chief analyst at CINNO Research, a Chinese flat panel display consultancy firm. Industry insiders said that compared with traditional liquid crystal displays, the flexible OLED has made great advances in terms of image contrast, brightness and color spectrum, thus further accelerating the transformation and upgrade of the display industry. Domestic display panel suppliers, such as BOE Technology Group Co Ltd, Visionox Technology Inc and TCL China Star Optoelectronics Technology Co Ltd, are doubling down on flexible screens and have scaled up their production capacities. With a total investment of nearly 140 billion yuan ($20.63 billion), BOE has built China's first flexible OLED industrial clusters, covering three flexible active-matrix organic light-emitting diodes, or AMOLED, production lines in Chengdu and Mianyang in Sichuan province, and Chongqing, respectively. Statistics from Sigmaintell showed that BOE topped the domestic market with flexible OLED panel shipments of about 60 million units in 2021, becoming the world's second-largest OLED maker next to Samsung Display. The shipment of its flexible OLED panels is expected to reach 80 million units in 2022. Gao Wenbao, president of BOE, said that there is a surging demand for OLED panels, which are mainly used in mid-range to high-end smartphones and the company plans to expand the application scenarios of OLED in the wearable devices segment. Xu Fengying, vice-president and chief operating officer of Visionox Technology Inc, another Chinese display panel supplier, said the shipment of foldable phones equipped with flexible OLED display screens is expected to surpass more than 100 million units by 2028, representing a compound annual growth rate of 34 percent from now. Xu said AMOLED panels will have wider applications in smartphones, computers, smart wearables, vehicles, virtual reality and augmented reality because of surging demand for flexible display screens. Related Stories