World Display Industry Conference Focuses On The Future

Advanced display modules or devices such as scroll screen, inner fold screen, triple fold screen, 360 degree folding screen, transparent screen, etc., can realize the latest terminals such as curved and deformed OLED deformable TV, qled 8K light quality quantum dot TV, 8K 120Hz LCD TV, 4K Mini led stacked screen quantum dot display and other advanced display technologies or carriers such as XR, smart car, aerial imaging, etc

On June 17-18, the 2021 world display industry conference, sponsored by the Ministry of industry and information technology and the people's Government of Anhui Province, various cutting-edge display products appeared.

Since the second half of last year, thanks to the rise of LCD panel prices, and the gradual withdrawal of Korean enterprises from the LCD market, the production capacity gradually transferred to China, and the performance of major domestic display panel enterprises has increased greatly, which makes China's display industry receive unprecedented attention.

In this context, the theme of this conference is "show the world, see the future", focusing on the future of the display industry, which is more forward-looking.

How will the display industry develop in the future? What are the "neck sticking" links? How to further improve the core innovation ability? These issues are the focus of the experts.

It is worth noting that the Hefei declaration was issued to promote win-win cooperation between the new display industry chain and the automobile industry supply chain. Hefei declaration is one of the answers to the above questions.

Folding products occupy C position

On the spot of the conference, the 21st century economic reporter saw all kinds of new display products.

As long as you click on the interface of the medical self-service machine, you can complete registration, appointment and payment without contact. Dongchao technology's touch-free medical self-service machine is equipped with interactive aerial imaging technology, so that people can complete a series of control by clicking on air imaging without touching the real object, effectively isolating bacteria and viruses from cross infection caused by physical contact operation.

Dongchao science and technology staff told reporters that the technology is completely independently developed by the company team, mainly used in hospital registration and elevator, which can avoid contact and has more practical significance under the epidemic situation.

BOE's 110 inch 8K 120Hz BD cell products are eye-catching, with outstanding performance in resolution, contrast, color depth and refresh rate. Another Mini led cog glass based direct display product brings the key technologies such as pure black state, no screen flash and full gray scale fitting to the extreme. In the form of products, BOE staff also showed reporters the world's first 360 degree folding screen.

Visino's under screen camera solution invsee ® Pro is displayed offline for the first time, which can increase the pixel density and expand the light transmission channel, so as to upgrade the balance between display and camera.

The reporter learned at the scene that the "one drive multi array design" initiated by vicino is the key underlying patent for off screen camera. Based on the advantages of mass production introduction of "one drive multi array design", it is equipped with invsee ® The application terminal of camera program under Pro screen will be released soon.

The 16.9-inch printed OLED scroll screen displayed by TCL China Star, which is shaped like a Book roll, has also attracted many viewers. It is manufactured based on high-precision inkjet printing technology, without the use of fine metal mask, which is more conducive to large-scale and large-scale production.

Tianma microelectronics also exhibited folding products, 8.03-inch full module AMOLED flexible screen hand-held electric winding mobile phone. The display size of the screen can be freely switched from 6-8 inches by electric control.

Samsung shows Neo qled (LED with quantum dot technology) 8K light quality quantum dot TV, which can achieve the professional effect of 8K dimming, and super sensitive full screen brings more immersive viewing experience. It is understood that color performance is the advantage of qled quantum dot technology, Neo qled can bring more precise backlight control.

The reporter noticed at the scene that all kinds of folding screen products firmly occupied the "C position" of the conference: inside fold, triple fold, 360 degree fold, scroll and other display forms are different.

A person in charge of a leading panel company told reporters that in terms of the display link, it is not difficult to realize the folding technology. The key is how to integrate various technologies in the terminal brand, so that the folding technology can be better realized in the terminal products.

Breakthrough to display core equipment

Overall, China's display industry has entered a period of rapid development. According to the public data, in 2020, the direct revenue of China's new display industry will reach 446 billion yuan, accounting for 40.3% of the world's total, ranking first in the world. In terms of speeding up the development of high-end manufacturing industry, many of the world's highest generation LCD panel production lines are full of production and sales, full flexible AMOLED panel production lines are in batch shipment, and several innovative products such as 8K ultra-high definition, narrow frame, full screen, folding screen, transparent screen and other innovative products are launched in the world.

Although the development trend of the industry has been basically confirmed, it is similar to the problems faced by the domestic semiconductor industry, indicating that the industry also has a "neck jam" in the field of core equipment.

Taking AMOLED as an example, its core equipment includes steaming machine, photolithography machine, laser annealing machine, etching machine, film forming equipment, mesh tensioning machine, film packaging equipment, gluing developer, etc“ But it is a pity that when we set up a new display production line, most of the core equipment for mass production still needs to be imported. " Zhou Chang, general manager of the flat panel display division of Shanghai microelectronics equipment (Group) Co., Ltd.

Zhou Chang said that many domestic high-end core equipment in mainland China are mainly medium and small generation products, or they are still in the market introduction period, and the market share is still very low“ Due to the high difficulty of products and long improvement cycle, it takes 5 years or more for high-end core equipment to develop successfully to mature. Moreover, core equipment not only has a large investment in research and development, but also consumes more resources in the process of production line introduction and improvement. "

In the face of this reality, various manufacturers are also trying to make breakthroughs.

Liu Xiaodong, President of BOE Technology Group Co., Ltd., told reporters, "in terms of qled, BOE has launched a 55 inch 4K active light-emitting quantum display in the world. We have broken through the traditional evaporation and printing methods, and realized full-color quantum dot light-emitting devices by means of photolithography."

Liu Wenqiang, vice president of the China Electronics and Information Industry Development Research Institute, said that on the whole, the localization rate of materials in the whole industrial chain reached 54% last year, indicating that equipment has made a breakthrough from traditional non core areas to core areas, and even some core equipment has achieved zero breakthrough“ Domestic enterprises are speeding up the layout to the upstream of the industrial chain, including project investment in the field of glass substrate, materials and optical film, as well as a series of mergers and acquisitions, such as the acquisition of LG polarizer by Shanshan

Supply chain is in urgent need of coordinated development

From the longer dimension of industrial development, these are not enough.

Zhou Chang said, "the improvement of AMOLED display accuracy requires the technical progress of core equipment such as evaporation and plating machine, lithography machine and web tension machine with higher precision."; At the same time, the development of many new technologies, such as flexible screen, folding screen and under screen camera, has promoted the continuous progress of equipment or spawned new equipment, and core equipment enterprises will continue to face new challenges. "

More and more people in the industry realize that it is necessary to break through the difficulties of industrial chain and supply chain through collaborative innovation of upstream and downstream.

"The technological progress of China's display industry is facing a huge transformation. We are gradually upgrading from the introduction, digestion and absorption of large-scale production to the forefront of innovation, which requires cooperation and breakthrough." Jin Bei, member of the academic department of the Chinese Academy of Social Sciences and President of the China Regional Economic Association, said.

Under the new situation, at this conference, China Automobile Industry Association, China Automobile Engineering Association, liquid crystal branch of China Optical Optoelectronic Industry Association, China Semiconductor Industry Association, China electronic components industry association and China chemical and physical power supply industry association jointly issued the Hefei declaration to promote win-win cooperation between the new display industry chain and the automobile industry supply chain.

"Hefei declaration" pointed out that in recent years, China has become an important R & D, production and consumption base for new display, semiconductor, new energy vehicles and other industries. In today's world, a new round of scientific and technological revolution and industrial reform is in-depth development. Affected by the increasing instability and uncertainty of the international environment and the new outbreak of pneumonia, the industrial chain, supply chain and value chain of new display, semiconductor, new energy vehicles and other industries are impacted and challenged. The six industry associations will join hands with the industry enterprises and units affiliated to the association and the society to comprehensively promote the level of cooperation between the new display, semiconductor, electronic components, batteries and other industries and the automobile industry, further enhance the ability of core technology innovation, and strengthen the guarantee ability of the industrial chain, supply chain and value chain.

It is reported that there are 46 projects signed in this conference, with a total investment of 26.7 billion yuan, covering the complete industrial chain of raw materials, accessories and equipment in the upstream, panels and modules in the midstream, and applications and terminals in the downstream.

Zhang Deqiang, chairman of vicino Technology Co., Ltd., said in an interview with the 21st century economic reporter, "the signing of the industrial chain this morning is a horizontal and vertical opportunity for our enterprises, because a group of enterprises can strengthen an industry, and only through the cooperation of the whole industrial chain can we better promote the development of the display industry to a higher level."

"We attach great importance to collaborative innovation, especially for upstream raw materials, equipment manufacturers and downstream customers. We hope to promote the construction of an independent and controllable industrial chain through our efforts," he said

As a matter of fact, as for the cooperation with upstream and downstream, vicino has been doing its best. "In terms of materials, for the traditional FPC, we innovatively adopt double-layer soft board and debug it with the partner, so that its reliability is higher, and the cost is reduced by 30%. What's more, the gross profit space of the partner is also improved." Zhang Deqiang said.

The new display industry in Yangtze River Delta is gathering

It is worth noting that under the promotion of the Yangtze River Delta integration, the collaborative development of the display industry has also accelerated in this region, and has come to the front.

Liu Wenqiang pointed out that "the Pearl River Delta is still the largest display industry, with the fastest growth in the central and western regions, and the entire industrial chain of the Yangtze River Delta is more perfect."

The feeling of the enterprise is the most intuitive. Qin Feng, general manager of Tianma microelectronics innovation center, told reporters, "from a technical point of view, the layout of many materials and equipment in the Yangtze River Delta is very complete. In the past, we cooperated more with international manufacturers. Due to the time difference and geographical constraints, the development speed would be slowed down. However, in recent years, the advantages of the Yangtze River Delta have been established. Basically, the exchange can be completed within three or four hours. The field can confirm that the development time is greatly shortened. In the future, the equipment and material industry in the Yangtze River Delta will be more and more concentrated, which is very beneficial to our development. "

According to bi Yong, director of the applied laser research center of the Institute of physical and chemical technology of the Chinese Academy of Sciences, the most active area of laser display technology is also in the Yangtze River Delta“ The Yangtze River Delta covers every link, and the industrial chain is the most complete. In this case, we see the need for collaborative innovation and development. If the relevant upstream and downstream enterprises in the Yangtze River Delta can develop in a coordinated way, it will greatly promote the laser display technology. "

Take Hefei, the host city of the conference, as an example. It quickly emerged as a "best venture capital city" and gathered global resources in the display industry.

At present, Hefei, the concentration of Anhui's display industry, is constantly extending around the display industry chain“ We should not only continue to expand the existing stock enterprises, but also actively arrange around new technologies. " Wu Wenli, director of Hefei Investment Promotion Bureau, said.

Anhui Province has formed a new display industry pattern with TFT-LCD as the leading factor, OLED accelerating development, micro led and mini led, micro display, laser display and other new display technologies actively arranged, glass substrate, polarizer, optical film, driving IC and other supporting facilities, and LCD TV, display, notebook computer and other display terminals are developing in an all-round way. Last year, the display device industry in Anhui Province achieved an increase of 39.6% in added value and a 71% increase in operating revenue.

Geng Yi, director of the Optoelectronic Industry Research Office of CCID think tank, said: "Anhui is very important for the development of China's new display industry, and has formed a characteristic road for the industrial development. The" local government + leading enterprises + investment and financing institutions "mode has realized the tripartite joint efforts, and the" Anhui model "is worth learning from