"The development of my country's display industry is very difficult. Many achievements in the display industry have been achieved under the correct guidance and support of the Party Central Committee and the government for my country's strategic emerging industries." Recently, Ouyang Zhongcan, an academician of the Chinese Academy of Sciences, received an exclusive report from a reporter from China Electronics News. Said in the interview.
In order to break through the "lack of cores and fewer screens" in my country's electronics industry, the government and the market have made many efforts and attempts. With the rise of BOE and other companies, my country has shown that companies have started counterattacking 20 years. In 2003, BOE started the development of the display industry with the model of "overseas acquisitions and independent construction of lines"; in 2012, the display panel production capacity of mainland China reached 10% of the global production capacity, surpassing Japan for the first time; since 2017, it has surpassed South Korea for the first time and has become a display panel After the first shipment volume, the production capacity of the display panel industry in mainland China has continued to increase, and it currently accounts for more than half of the global production capacity, making it the world's first echelon.
Rational mergers and acquisitions promote the healthy development of the industry
Earlier, for the outstanding achievements of my country’s display panels, some places interpreted it as relying on “industrial scale expansion”, which also led to the investment and introduction of some backward and low-level panel production lines, which caused waste of resources and Difficulties in subsequent development have caused incoordination and imbalance between the rapid expansion of industrial scale and the improvement of quality and efficiency. When talking about this issue, Ouyang Zhongcan called: "We must prevent the blind introduction of low-level and repetitive production lines, and jointly maintain a healthy competitive environment for the display industry."
"For behaviors like this kind of low-level repeated construction, the government has already'strikes out' and established a window-period guidance system." Ouyang Zhongcan told reporters. As early as 2014, the National Development and Reform Commission has clarified the general keynote of the agglomeration and development of my country's new display industry-guiding the concentrated development of industrial regions and the agglomeration of investment entities, focusing on supporting qualified and well-founded enterprises to develop in industrial clusters to form a Strongly competitive regional industrial clusters.
The concentration of investment subjects is precisely the embodiment of the agglomeration and development of the new display industry-more resources and production capacity are moving closer to the leader, the concentration of my country's display panel industry and the competitiveness of the panel supply chain have been improved, and industry competition has become more orderly. In 2020, the merger and reorganization of upstream and downstream enterprises in my country's display industry chain will accelerate, and the strength of leading enterprises will be further strengthened. After BOE completed the acquisition of the two production lines of CLP Panda Nanjing’s 8.5-generation LCD production line and Chengdu’s 8.6-generation LCD production line, it has formed five 8.5-generation lines, one 8.6-generation line, and two 10.5-generation lines with LCD panel production capacity. Matrix, firmly ranked first in the world's production capacity. Qunzhi Consulting predicts that after successfully acquiring the CLP Panda production line, BOE’s share of the global large-size LCD market will increase to 28.9% in 2022.
"The acquisition of CEC Panda has improved BOE's technology and product layout, increased industry concentration, and led and optimized the industrial environment. It is of great significance for promoting the sound development of the global semiconductor display industry." Ouyang Zhongcan explained. The two production lines of CLP Panda are both IGZO (metal oxide process) liquid crystal production lines, and this technology complements the advantages of BOE's technology. Academician Ouyang judged: "BOE's acquisition of CLP Panda has a demonstrative effect and important significance for the development of the display industry in my country."
Technological innovation injects vitality into the display industry
"The TFT-LCD market accounts for about 65%, and it is still the mainstream application of the market; the vapor-deposited OLED market accounts for about 28%, and the laser display market accounts for about 6%. Other display technologies are basically in the early stage of development." Ouyang Zhongcan analyzed the market share of several mainstream display paths during his DIC2020 speech.
"Does scientific and technological innovation endow the liquid crystal display with vigorous vitality?" Ouyang Zhongcan gave an affirmative answer to reporters' questions. He judged that "driven by the power of technological innovation, the application of new technologies represented by BOE BD Cell will promote the continuous release of vitality of liquid crystal products." Based on the accumulation of rich scientific theories and the development history of the liquid crystal display industry, he has always firmly believed in the development of the liquid crystal display industry. Bright prospects. "On the large-screen TV track, LCD panels have more advantages in terms of lifespan, price and performance." Ouyang Zhongcan told reporters.
"The achievements of my country's display industry are achieved under the wise guidance and support of the Party Central Committee and the government for my country's strategic emerging industries." This is Ouyang Zhongcan's biggest feeling when talking about the counterattack history of my country's display industry in the past 20 years. . As the main body of technological innovation in the display industry, the Party Central Committee has always given 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 emphasized that “innovation” is the first of the five development concepts, and innovation must be firmly grasped and promoted.
Ouyang Zhongcan recalled. my country's display companies have overcome difficulties, gnawing on the "hard bones" of each technology, continuously improving the display performance of LCD panels, and opening up a number of innovative application scenarios. In 2019, BOE creatively launched the BD Cell technology, which not only improves the contrast of LCD, but also has advantages in terms of power consumption and cost. In response to the problem of blue light damage to the eyes of display products, BOE has also innovatively launched a low blue light display solution. "The harmful blue light has a wavelength between 415 nanometers and 455 nanometers, which can pass directly through the macular area of the fundus. If it is used for too long, users will experience various symptoms such as dry eyes, astringent eyes, eye pain, eye swelling, and eye fatigue. If children look at it for a long time Such a screen will cause greater damage to the eyes." Ouyang Zhongcan pointed out. BOE’s low blue light display solution uses long-wave LED solutions and blue peak redshift technology to achieve low blue light in the full color temperature range. It can greatly reduce the energy output in the 415nm to 455nm band while perfectly restoring the display. Screen true colors.
Accumulated new power of display technology
"The industrialization of liquid crystal display technology began in Japan, and the industrialization of OLED display technology began in South Korea. We have reason to believe that more advanced display technologies, such as Micro LED, may be the first to be industrialized in my country in the future." Ouyang Zhongcan believes, " Continue to develop the liquid crystal display industry to achieve a catch-up, and my country has the potential to lead the way in new display tracks such as AMOLED flexible display and Mini/Micro LED."
Ouyang Zhongcan told reporters that in the field of flexible display, my country has accumulated more than 20 years of technology, and has made breakthroughs in both technological innovation and industrial application. "Since 2001, BOE has started to research AMOLED and achieved flexible display technology innovation. Its'Research and Development and Industrialization of High-resolution Flexible Bendable AMOLED Display Technology for Mobile Applications' won the 2019 Beijing Municipal Science and Technology Progress Award. Special award." The world-renowned mobile phone brands such as Motorola, LG, OPPO, etc., released in the past two years have all adopted BOE flexible displays.
As a leading global display company, BOE is accelerating the development and mass production of folding screens with higher specifications and higher reliability, and has achieved remarkable results. In 2020, BOE cooperated with OPPO to launch the sliding screen technology for the first time. BOE will also launch a next-generation sliding screen with a thinner module thickness and a smaller curl radius to continue to reduce the thickness of the whole machine. In terms of under-screen applications, BOE took the lead in realizing the industry-leading 400PPI flexible under-screen camera technology, which has increased the screen-to-body ratio of the product to nearly 100%, and the display quality is more delicate, which can effectively solve the problem of jagged edges of the screen camera hole. Achieve better flexible display effect. These technologies will be demonstrated in future mobile phone applications, bringing more room for innovation in flexible products.
In addition to flexible displays, Mini/Micro LED has a broad application space in commercial displays, business meetings, stage performances, sports events and other fields.
Speaking of Mini/MicroLED, which has continued to rise in popularity in the past two years, Ouyang Zhongcan said that China’s traditional LED industry has a strong technical base. "About 2/3 of the world’s traditional LED industry chain resources are in Mainland China, and China’s Mini/Micro- The LED field has a good industrial foundation, and there are many leading companies. LED chips include Sanan Optoelectronics, HC Semitek, Qianzhao Optoelectronics, and LED packaging such as Mulinsen, Nationstar Optoelectronics, and Ruifeng Optoelectronics. Display panel companies such as BOE rely on their leading The foundation of the LCD industry chain, mature semiconductor technology and advanced LED die-bonding technology are at the forefront of the Mini/Micro LED industry." Ouyang Zhongcan introduced. At present, BOE's first glass-based active IC-driven Mini LED products are expected to be mass-produced in the near future, laying the foundation for Micro LED products to enter the consumer market.
With the active deployment of major domestic panel, equipment, chip and terminal manufacturers, my country's Mini/Micro LED industry will continue to grow rapidly. According to the survey data of the LED Research Institute of Advanced Industry Research, the new investment in Mini/Micro LED and other fields in 2020 has reached close to 43 billion yuan, which has achieved several times of growth compared with 2019.
8K+5G brings new opportunities to the display industry
In the context of 5G commercial use, my country's ultra-high-definition display industry has achieved leapfrog development in recent years. This year, the China Central Radio and Television General Station's 8K ultra-high-definition channel pilot broadcast, CCTV Spring Festival Gala realized 8K live broadcast, and China's high dynamic range video standard HDR Vivid began to be fully commercialized, boosting my country's ultra-high-definition display industry to a new level.
"In 2017, as a member of the National Committee of the Chinese People’s Political Consultative Conference, I proposed that “in order to welcome the 2022 Beijing Winter Olympics and promote the development of China’s 4K/8K ultra-high-definition display and ultra-high-definition video industry, it is recommended that the State Press and Publication Administration and the State Administration of Radio, Film and Television deploy 4K/ 8K TV channel’ proposal. With the historical opportunity of Beijing’s hosting of the Winter Olympics in 2022, China’s ultra-high-definition video industry chain will develop rapidly.” Ouyang Zhongcan told reporters, “Display companies have long foreseen that the establishment of 5G networks will give the display industry a boost. Bring huge business opportunities."
In fact, as early as 2017, BOE began to promote the "8425" action plan, which is to promote 8K, popularize 4K, replace 2K, and make good use of 5G. "Caiqiuyun" online concert series realized the world's first live broadcast of stage art "8K+5G", 8K+5G remote live broadcast for the 70th anniversary of the National Day, and "8K+5G" ultra-high-definition video broadcast vehicle for broadcast experiments during the 2019 FIBA Basketball World Cup. They are all typical cases of my country's 8K+5G development.
With the rapid development of the industry, the 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 and formed a "1+4" aircraft carrier business with the semiconductor display business as the core The group combines the world's leading display technology, sensor technology and intelligent manufacturing capabilities with artificial intelligence, big data, 5G, cloud computing and other technologies to create unlimited possibilities for IoT applications.
Ouyang Zhongcan fully affirmed the strategy of display companies to plan the deployment of the Internet of Things in advance: "The new generation of information technologies such as artificial intelligence, cloud computing, and the Internet of Things will bring more opportunities for new display technology innovation."
