QLED liquid crystal technology micro innovation does not change OLED trend

The media recently reported that Samsung will abandon the large-size O LED technology and switch to QLED technology. We believe that QLED is a kind of LCD liquid crystal technology, which can only slightly slow down the process of LCD being replaced by OLED, and can not change the industry trend that OLED will completely replace LCD.

Core point of view.

QLED only improves the backlight technology of LCD: the so-called Q LED quantum dot panel still uses LCD liquid crystal technology, but the backlight technology is different from the blue LED excitation phosphor method of the ordinary LED backlight, and the QLED backlight uses the blue LED to excite the quantum dots to generate white light. Quantum dot backlights produce more brilliant colors. QLED backlighting is not a new technology. Sony launched the “Teli TRILUMINOS” technology used in high-end models in 2013. The essence of this technology is QLED backlighting.

OLED is a revolutionary innovation relative to LCD: OLED is self-illuminating, compared with LCD technology such as QLED, it has insurmountable advantages such as low power consumption, light weight, high contrast, foldable bending and high refresh rate.

Display technology is a major innovation driver of consumer electronics. OLED features will drive a new round of consumer electronics innovation in the areas of foldable terminals, transparent displays, virtual reality VR products, and automotive displays.

OLED will eventually replace LCD: The current RGBOLED adopts LTPS backplane, and the cost increases rapidly with the increase of size, which is more suitable for small-sized panels. OLED of IGZO backplane technology is expected to solve the problem of large size. We maintain our previous report forecast that OLED screen mobile phone shipments will increase from 200 million in 2014 to 1.36 billion in 2020, CAGR is as high as 41%; O LED TV shipments are 67% CAGR from 2014 The 77,000 units will grow to 16.5 million units in 2020.

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