To answer the question of whether BOE can defeat Korean companies, the answer is yes, but the process is relatively difficult.
1) Achievements:
With the strong support of the state, BOE has achieved many achievements through its own efforts:
Ranked first in global LCD panel shipments
Ranked first in the industry in global gross profit margin
Ranked first in the industry in the number of newly applied patents globally
Ranked first in the industry in the proportion of global launches
Smartphones The LCD screen market share ranks first in the industry
The tablet screen market share ranks first in the industry
BOE has established many production lines in China, such as Beijing, Hefei, Wuhan, Ordos, Fuqing, Chengdu, Chongqing, Mianyang and other places have large production bases, while Samsung only has two production lines. Not to mention its cooperative customers, almost all companies that use display screens in the industry are customers, including Apple, Samsung, Huawei, Xiaomi, etc. on the mobile phone side, and Samsung, LG, Huawei, Hisense, etc. on the TV side.
Another very proud case:
Huawei uses BOE screens for its flagship phones, especially for two One point is that the green screen door of Huawei mate 20 is mainly an LG screen but not that of BOE. The other is that Huawei’s folding phone mate X does not have the crease door incident of Samsung’s folding phone Fold series.
With the conquering of key core technologies, BOE has gradually narrowed the gap with Korean companies. With the improvement of yield rate and the release of production capacity, prices have continued to decrease, so the competitiveness has also increased. Gradually improve.
2) Problems faced:
But we cannot be so blindly optimistic. We are really still lagging behind in many aspects. This backwardness includes technology (worry about using its Technology leadership and many patents in layout have made us lag behind in performance. For example, the well-known Samsung uses a diamond arrangement, while BOE only has a Zhou Dongyu arrangement. In addition, in terms of equipment and materials, Samsung and other equipment manufacturers provide single supplies. Agreement, many key materials are also directly invested in shares, or directly acquired into Samsung's acquisition subsidiaries. This will monopolize key materials. Therefore, BOE and other companies face many obstacles, which we must clearly understand. of.
According to reports, Huawei’s next-generation folding phone will use a Samsung screen. It is reported that this is because BOE’s folding screen has slight performance problems and has been promoted. Apple will use BOE’s screens in its new mobile phones this year. The latest rumor has also refuted that Apple will still use screens from Samsung and LG. Therefore, we still have a long way to go. Only by working harder can we narrow the gap and completely defeat the opponent.
Thank you for your question. BOE and South Korea's Samsung and other companies are already in a state of struggle and have won in some areas.
BOE’s LCD screen. BOE's LCD screen shipments have indeed surpassed Samsung and LG. This is due to BOE's strength and Samsung's strategic retreat. Because Samsung believes that LCD screens are not as profitable as OLED screens, it has shifted its focus to the latter.
BOE’s OLED screen is not weak either. First of all, we must admit that BOE's OLED screens are still far behind Samsung's, but BOE is expected to gradually narrow the technological gap and is expected to surpass LG soon. Huawei Mate20Pro uses both BOE and LG screens, and BOE’s performance is significantly better than LG.
OLED screens also need to be subdivided.
BOE's yield rate control is relatively good and it can effectively control costs, which gives Samsung a price advantage. Samsung even stated that the Galaxy S30 is likely to use BOE's 90Hz refresh rate OLED screen. We must know that Samsung's supply chain is self-sufficient. At this time, BOE's 90Hz screen is also used, which also recognizes BOE's strength in disguise. Therefore, surpassing screen technology is the first step, and it must also be implemented in terms of commercial use and cost-effectiveness. Only when the screen is used appropriately can it drive shipments. Can BOE defeat Korean companies? I think it's still possible. Because BOE has deeply benefited from the reversal of the LCD industry and the growth of OLED, and now has achieved a breakthrough in the new generation of screen display technology Mini LED, I believe that BOE will be able to become the world's best semiconductor display technology, product and service provider in the future!
With the popularity of OLED screens, almost all current mainstream flagships use OLED screens, and even some products priced at 1,000 yuan also use OLED, because OLED screens have obvious advantages compared to traditional LCD screens. advantages.
Advantages and Disadvantages of OLED Screens
Compared with LCD screens, OLED is not only thinner, lighter, has lower power consumption and lower latency, but also benefits from the advantage of self-illumination, and its display contrast is also better. High, combined with the characteristics of wide color gamut and wide viewing angle, it has more advantages than LCD screens, and it can also display on-screen.
Because of this, most mobile phone manufacturers now equip their flagship products with OLED screens. However, as more and more people use them, the problems left by OLED have gradually become highlighted. The most obvious problem is screen burn-in and lifespan.
Because OLED is a self-luminous screen, aging problems will occur after long-term use. Usually, green light components have the longest lifespan, and blue light components have the shortest lifespan. Usually we will see manufacturers add blue light to the screen when designing. The components are made larger.
However, the efforts of manufacturers are still very limited, because the characteristics of OLED screens determine that the probability of screen burn-in is still high. Although many people have not encountered it, it does not mean that it does not happen. Search the Internet for Huawei P40, etc. There are not many news about mainstream flagship screen burn-in, so screen manufacturers have chosen to place their hopes on next-generation technology.
The next generation of screen display technology is here
The product that is regarded as the future of next-generation screen display is Mini LED. Now Apple has prepared the upcoming mini LED versions of iPad and MacBook. Apple's involvement means that this technology will definitely become popular next.
Now as a major domestic screen manufacturer, BOE has brought the latest breakthrough, Mini LED products have been officially unveiled. At the recent International Display Technology and Application Innovation Exhibition, BOE brought 27-inch and 15.6-inch Mini LED products, which attracted great attention.
It is reported that BOE Mini LED can achieve million-level ultra-high contrast and can provide a more pure and natural display effect. More importantly, Mini LED uses inorganic gallium nitride material, which has a longer lifespan and There will also be no screen burn problem.
Compared with OLED, Mini LED also has the characteristics of bending and drilling. The ultra-high contrast characteristics also allow the display color of this panel to reach the same level as OLED, and it also has Find the characteristics of local dimming on the basis of bending.
Written at the end
As the domestic panel leader, BOE has deeply benefited from the reversal of the LCD industry and the increase in OLED volume. Now it has achieved a breakthrough in the new generation of screen display technology. I believe that BOE will be able to become the world's best provider of semiconductor display technology, products and services in the future! BOE has completely defeated Samsung and LG in the LCD field in terms of shipments.
The following is a comparison of the shipments of various manufacturers in the first quarter of this year.
Because LCD technology has been accumulated for decades, it is basically relatively mature. It is nothing more than building a factory and buying equipment to improve the stability of mass production and improve related performance parameters. This industry is all about investment, to see who can reduce costs through scale, and who can endure the huge cash flow pressure when the market is at a trough. BOE has the support of local governments, the central government, and a group of banks. Obviously, it is no longer worried about cash at this point. The stream broke.
Unable to compete with Chinese manufacturers on price, Samsung has decided to withdraw from the LCD market and decided to sell its remaining high-generation LCD production lines to Chinese domestic manufacturers. Korean companies had no choice but to withdraw and focus on developing higher-end display technologies such as OLED, QLED, Micro LED, etc., hoping to continue to dominate the display industry through technological leadership.
But to be honest, new technologies are nothing more than improvements in display effects, lower energy consumption, flexible display, etc. But for ordinary consumers, there is no particular essential difference compared with LCD. Moreover, BOE is also following up on these technologies. It is believed that even if it cannot be surpassed for the time being, by following and preventing the leader from maintaining excess profits, it actually prevents Korean players from setting higher barriers to entry. Perhaps, it will be a matter of time to catch up.
Of course, it is still difficult for BOE to beat Samsung in terms of profitability. Samsung has always captured more than 30% of the industry's profits, especially now that Samsung's mobile phone AMOLED screens account for more than 85% of the market share, which is a truly high value-added product. . BOE has always been hovering near the break-even line. If it were not for government subsidies, it would have suffered more years of losses. Fortunately, even so, BOE's financing is still guaranteed. After all, it can be regarded as kidnapping the government. Even if it is to buy cheap LCD TVs for hundreds of millions of people, the government will not let BOE fall. The stability of financing ensures its investment in research and development and the continuous expansion of production capacity.
However, manufacturing technology will always flow downward. It is difficult to say that in another 20 years, countries such as India, Indonesia, and Vietnam will not dominate this industry and replace BOE's role today.
Although BOE has accumulated a lot of experience and is getting stronger and stronger, it is impossible to defeat Korean companies in the short term. It can only be said that it is still in the catching-up stage.
However, BOE’s development speed exceeds that of Korean companies. I believe that as long as BOE’s team can work hard, guard against arrogance and impetuosity, and make persistent efforts, it will be a matter of time before it surpasses Korean companies. I look forward to this day coming soon.