Forecast of the market scale of the hottest 3D cov

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Forecast of market scale of 3D cover glass

from the display technology of existing mass-produced products, there are only two kinds of displays equipped with 3D curved cover glass, one is flexible electronic paper, and the other is flexible OLED display. Products with 3D curved cover glass + flexible electronic paper are generally used on wearable devices such as smart watches or smart bracelets, except that a few cases use this scheme as a secondary screen. In addition to being used in wearable devices such as smart watches or smart bracelets, 3D curved cover glass + flexible OLED displays are mainly used in smart watches, tablet computers and high-end TVs. The most representative product in the market is Samsung's edge series smart, which is equipped with 3D curved cover glass + flexible AMOLED displays to achieve a perfect display without borders

Samsung's original intention of designing edge series intelligence is not only to achieve a simple design and appearance innovation, but also to build on the bottom of Android system. Therefore, manufacturers can only reduce the losses caused by faults by establishing a perfect after-sales service system, develop a more autonomous osui interface, and add a new hidden menu on the two curved borders of the display screen, Quickly wake up the secondary menu function of Android system in different depths to realize richer human-computer interaction interface; Another more important role is to implant more advertisements on the two curved borders of the display screen in real time without affecting the display of the main content, so as to reduce users' resistance to advertisements. At the same time, it can prolong the display time of advertising content and improve the click through rate of advertisements to obtain more service income, so as to achieve a user experience that can compete with or even better than IOS system

according to the "report on in-depth research and investment prospect prediction of China's 3D glass industry in", the amazing combination of 3D curved cover glass + flexible AMOLED display not only consolidated Samsung's position in the high-end intelligent field in terms of appearance design and user experience, but also opened another door to art design for industrial design in the intelligent industry, giving designers more space for imagination, It has attracted terminal brand manufacturers including apple to continue to join in

however, the manufacturing technology of flexible AMOLED display is still not a common standard technology in the display industry. At present, Samsung and LG, which produce energy, not only can not keep up with the pace of market demand in the promotion of capacity expansion, but also can not keep up with the pace of market demand. Many mass production technologies of materials, equipment and process solidification technologies, etc., are still scattered in the hands of relevant manufacturers in the industrial chain, and an industry standard with relatively unified quality cost and efficiency cost has not been formed

this is very similar to the LTPS display technology of that year. Before Apple adopted this technology, there was no corresponding unified specification in the industry to make the manufacturers in the industrial chain compatible in technology and quality, resulting in high production costs, use costs and popularization costs. Even after three or four years of mature application of LTPS technology in the industry, few people in the display industry have made imaginary profits on the impact resistant display screen of LTPS. In fact, so far, more manufacturers are still in serious losses on LTPS projects

it has been less than three years since the beginning of flexible AMOLED display. Although Samsung has basically unified the material parameters and technical specifications of flexible AMOLED with its large shipment, so that the costs of flexible AMOLED have been reduced rapidly and basically reached the commercialized industry standard

however, many of Samsung's flexible AMOLED display production technologies are developed independently or jointly with material and equipment manufacturers. In terms of capacity expansion, it can only be copied within Samsung system, which is difficult to promote in the whole industry. In addition, Samsung's current position as both a single supplier and a high-end brand shipper in the industry gives Samsung the willful qualification to change various indicators of flexible AMOLED display at will. Other terminal brand manufacturers are less likely to be able to customize products freely. It is difficult to effectively reduce costs in the application and promotion of flexible AMOLED display in the industry, and it does not conform to the original intention of 3D surface free design

Apple has also joined the ranks of AMOLED in the next generation, which not only gives the intelligent industry a more standard design reference, but also is very likely to develop a set of production technology standards and specifications that can replicate the production capacity for the entire industrial chain, like the LTPS display technology popularized in those years, so that more brand manufacturers can finally use flexible AMOLED displays

looking back, Samsung's flexible AMOLED production capacity reached about 10kk after the expansion was completed last year. By the end of this year, it is expected to invest a huge amount of money to expand the production of Apple's orders and add chips 1. By 2018, the maximum new capacity is expected to be about 5kk. In addition, the existing capacity that can be converted into flexible AMOLED is about 10kk, which basically covers the capacity of the high-end brand market

although LG is also actively transforming the production capacity of flexible AMOLED displays, the maximum production capacity that can be used in the past two years is expected to be only about 12kk, and these production capacities are estimated to be prepared for the Chinese terminal brands that follow the trend and copy Samsung and apple without Samsung's production capacity. LG's flexible AMOLED display has passed Apple's certification. It is estimated that it will not be until the end of 2017, when the leading batch of Samsung's mass-produced iPhone screens come out. While other panel manufacturers are preparing to build flexible AMOLED production lines, the release of mass production capacity is planned after 2018

according to the analysis of the report on in-depth research and investment prospect prediction of China's 3D glass industry released by CIC consultants, by the end of 2018, the production capacity of flexible AMOLED displays produced by all energy will not exceed 4% per year. 500million tablets. With the discount of the fitting yield, the annual demand for the supporting 3D curved cover glass will not exceed 500million pieces. Referring to the existing market price, the industry output value is expected to be between 100 million yuan

in another wearable device field, it is estimated that the products that can use 3D curved cover glass are also below 20KK per year, which has little impact on the output value of the whole 3D curved cover glass

look at another application of 3D curved cover glass, that is, to replace the metal chassis backplane of current high-end models. According to the current domestic high industry concentration of about 100million pieces per year, the end machine is equipped with a metal casing. Because the processing difficulty of 3D curved glass used in the backplane is relatively low, and the domestic price is generally one level lower than that of Samsung and apple. In the past, aluminum foil was used for the second time. Even if all of them were replaced with 3D curved glass, it is expected that the annual new output value will not exceed 5billion yuan

Samsung and apple are also making progress in converting 3D curved backplane glass. By the end of 2018, all 3D curved AMOLED displays will be equipped with 3D curved backplane glass, which is also 3% a year. About 500million pieces. Referring to the existing market prices, the industrial output value is also expected to be within 20billion yuan

in fact, from the above figures, 3D curved cover glass can release an annual output value of more than 70billion yuan in just two years, which is itself a very attractive market. 2018 will be a watershed for this 3D curved cover glass processing industry. Once the demonstration and promotion of terminal brands are fermented, China's independent market has basically been cultivated. As long as the flexible display mass production technology can make a breakthrough in the Chinese market, it is not impossible for the future market growth rate to double every year. Therefore, according to this trend, the industrial chain enterprises related to 3D curved cover glass have great investment value

global glass () Department

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