The introduction of the iPhone X, which features an OLED display, has sparked a frenzy in the mobile phone market. Major manufacturers are now racing to integrate OLED screens into their latest devices, drawn by the superior color contrast and the sleek, full-screen design that appeals to consumers. As a result, smartphones equipped with OLED panels have become highly sought after.
[Image: http://i.bosscdn.com/blog/8f/62/4d/a7aade213f6d4ce1c04bc1dc30.jpg]
Currently, the production of small-sized OLED panels is dominated by South Korean companies, particularly Samsung Display, which holds over 97% of the global market share for small-size OLED panels. Despite producing hundreds of millions of units annually, Samsung struggles to meet the growing demand from both its own smartphone line and Apple’s iPhone X. This supply gap has created a strong incentive for Chinese manufacturers to invest heavily in OLED technology.
[Image: http://i.bosscdn.com/blog/24/31/40/9094a21f8d5a8bf306a06dd53d.jpg]
In response to this demand, domestic Chinese suppliers have significantly ramped up their investments in OLED development over the past two years. With substantial capital available in the mainland market and government support for new display technologies, it's expected that multiple manufacturers will launch new AMOLED production lines in the near future. Companies such as BOE, Tianma, Huaxing Optoelectronics, Hehui Optoelectronics, and Guoxian Optronics have all shown interest or have already begun exploring the OLED space, aiming to challenge the long-standing dominance of South Korean firms.
[Image: http://i.bosscdn.com/blog/5c/12/77/447675270eeb5ce49ddae0572f.jpg]
However, the development of AMOLED technology remains challenging. It requires advanced backplane production capabilities, along with complex processes for evaporating organic light-emitting layers and packaging them. Equipment used in these processes, such as evaporation machines, is still largely sourced from Japanese and South Korean manufacturers. Among them, Canon Tokki’s 6th generation half-cut machines are highly coveted by panel makers around the world.
It’s encouraging to see progress from domestic players. The BOE Chengdu OLED production line is expected to begin low-volume production by the end of October, with the first shipments going to local smartphone brands. This move could potentially break Samsung’s monopoly on smartphone OLED panels and shift the industry landscape. According to recent reports, Apple has already visited BOE and is considering using its OLED panels in the Apple Watch, with plans to incorporate them into future iPhone models as well.
Yixing Guangming Special Ceramics Co.,Ltd , https://www.yxgmtc.com