The arrival of the 5G era has laid out the bright future of "Internet of Everything". The "Internet of Everything" has a big premise, and the "everything" that realizes interconnection needs to have a window for interaction. Popularly speaking, it is a "screen", and this "screen" has a huge business opportunity in the hundreds of billions of dollars. However, due to different display technologies in different regions and different uses, from mobile phones to televisions, from wearable devices to various home appliances, this "screen" has a variety of display technologies covering OLED, LED, and even electronic paper. Product matrix.
In this matrix, OLED has recently become the protagonist. OLED, also known as organic light-emitting semiconductor, is widely regarded as the next generation of mainstream display technology because of its self-luminous, infinite high contrast, wide viewing angle, low power consumption, and extremely fast response. It is worth mentioning that OLED has the advantages of excellent image quality, and can also realize the flexible design of curling, transparent, folding and thin. As of 2018, the market size of China's OLED industry reached US$29 billion. The global OLED panel shipments are forecast to reach 768 million in 2019.
In response to this huge market, a research team in Guangzhou is cultivating research and development in the field of OLED. “We focus on the development of a new generation of organic luminescent materials and devices, including the design, synthesis and characterization of luminescent organic molecules with tunable excited states and their structural, electrical and photophysical properties and corresponding devices.” This is South China Institute of Technology. Professor Su Shijian, National Key Laboratory of Luminescent Materials and Devices, and his team's research topics. Can't understand? To put it simply, they are working on new materials to replace the existing phosphorescent OLED materials based on rare metal ligands, and to bypass the patented “moat” of European and American companies in this field, thus achieving a significant reduction in OLEDs. The purpose of production costs.
It is understood that the cost of OLED materials accounts for about 30% of the total cost of OLED screens, and OLED screens are just one of the many components of the entire product. “Once there is a breakthrough in the performance of new materials and mass production, it is expected to reduce the cost of OLED luminescent materials to only 10% now. This may not affect the price of OLED screen mobile phones, but for the TV industry. The impact will be more obvious," said Professor Su Shijian.
The reporter interviewed 20 people who bought TV in an electric market in Guangzhou. Without exception, OLED TVs are their first choice. Ms. Ma told reporters that if OLED TV can make a 30% discount, she will buy it. Calculated by a 65-inch, imported OLED TV with a price of 15,499 yuan, the price of the same brand of 65-inch LCD TV is 7,999 yuan. A small survey by reporters found that the premium of OLED technology that consumers are willing to accept is between 20% and 30%.
Since this new technology based on new materials is still in the laboratory stage, from the laboratory to the production line, it also needs to go through complicated and complicated processes. It requires close cooperation between the three parties of “production, study and research”, and there are still many uncertain factors. Therefore, it is still difficult to assess how much the OLED TV will drop after the technology is put into production. But one thing is certain, the price of OLED TVs will not be as high as it is now, and will appear in front of consumers at a more affordable price.