Recently, BOE announced that it has successfully developed f-oled flexible "n" shape folding display technology, which has solved the problem of commercialization of flexible three-stage folding technology commonly faced by the industry. Insiders told reporters that the 30% discount product means that the demand area of the panel will be larger and larger, which can better help the panel factory to reduce production capacity.
The reporter learned that BOE's f-oled flexible "n" shape folding display technology supports both internal folding and external folding on one screen. When the screen is folded, the display size is 5.6 inches, which is suitable for the user's habit of holding one hand; When the screen is fully expanded, the display size can be expanded to 12.3 inches, which makes the smartphone have the "volume" and purpose comparable to the laptop, and can meet the needs of high-end business people and enthusiasts.
In December 2021, BOE released the first technology brand of semiconductor display in China, including ads pro, f-oled, and α- Mled has three display technology sub brands.
Liu Xiaodong, President of BOE, said when interpreting the connotation of the display technology brand: "f-oled sub brand represents BOE's unique high-end flexible OLED technology solution. It has the advantages of gorgeous colors, changeable forms and high functional integration, and brings users an immersive fashion experience anytime and anywhere." According to sigmaintell data, BOE shipped about 60 million flexible OLED smart phone panels in 2021, with a year-on-year increase of nearly 60%. The shipment of flexible display ranked first in China and second in the world.
It is understood that BOE's f-oled flexible "n" folding display technology has made innovations and breakthroughs in technical difficulties such as three-stage folding slip compensation, high stamping resistance multi-film stacking structure, forward and reverse hinge design of whole machine module, and solved the problem of commercialization of flexible three-stage folding technology commonly faced by the industry. In recent years, with the diversified development of the terminal market, flexible folding mobile phones have become a new fashion favorite in smart phones. The forms of flexible folding emerge in endlessly from external folding, internal folding, sliding roll to flexible 360 ° folding, which has greatly changed the appearance of mobile phones and is more innovative and portable.
Chen Jun, deputy general manager and chief analyst of Qunzhi consulting, previously said in an interview with the reporter of China Electronics News that folding is the hot direction of the market in the field of smart phones recently, and it is an inevitable trend in the medium and long term. Not only folding, but also the special-shaped state of intelligent terminal, including folding (including double folding, triple folding, etc.), curling, lifting, etc., will become the inevitable direction of OLED technology in the future.
"For the upstream panel plants such as BOE, Tianma, TCL Huaxing and Visionox Technology Inc(002387) , in the case of excess supply of flexible capacity, the 30% discount product means that the panel demand area will be larger and larger, which can better help the panel plants to reduce production capacity. Therefore, each planning is more active." Chen Jun told reporters.
At present, the folding screen mobile phone track is hot. With Samsung, Huawei, Xiaomi, glory, oppo and other major mainstream mobile phone manufacturers launching their own folding machine brands, this market has entered a stage of rapid development since 2022. According to counterpoint data, the global shipments of folding screen mobile phones from 2020 to 2022 were 2.8 million, 5.6 million and 17.2 million respectively. It is expected that the shipment of folding screen mobile phones in 2025 is expected to exceed 56 million, and the average annual compound growth rate from 2020 to 2025 will reach 82.06%.
The launch of BOE's n-shaped folding screen technology will inject new vitality into the folding screen intelligent terminal market. At the same time, this also reflects the increasing R & D strength of Chinese display enterprises. In the February 23rd report of the 2022 global innovation institutions, 5 Chinese mainland companies were selected to be the world's top 100 innovation institutions, including BOE and TCL China. The two have become the global leader in the new display field of the electronic information industry. In addition, BOE and TCL Huaxing also ranked seventh and eighth in the ranking list of PCT international patent applications in 2021 released by the World Intellectual Property Organization (WIPO).
