2024-10-02
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according to reports, apple will use oled displays in all iphone models sold in 2025 and beyond. it is reported that apple first used oled panels in the iphone and lg, ordering oled displays for upcoming iphone se models.
represented by apple, smartphone manufacturers are accelerating the transition from lcd screens to oled screens. behind this trend is the dual drive of technological innovation and market demand. with its self-luminous properties, oled screens achieve higher color saturation, contrast and deeper black performance, bringing users an unprecedented visual feast. at the same time, the thinness and flexibility of oled have also opened up new paths for smartphone design innovation, making it possible to realize cutting-edge designs such as curved screens and folding screens. with the continuous maturity of oled technology and the scale effect of production, the popularity of oled screens in consumer electronics such as smartphones will continue to increase.
omdia data shows that oled's share of the global smartphone display market is 51%, exceeding lcd's 49% for the first time, marking a key breakthrough for oled technology in the smartphone market. it is expected that oled's share of smartphone screens will reach 56% throughout 2024, further consolidating its dominant position in the smartphone market. at the same time, the performance of chinese oled panel companies in the global market is particularly impressive. sino research shows that in the first half of 2024, chinese panel companies accounted for 50.7% of global smartphone oled panel shipments, a year-on-year increase of 10.1 percentage points, successfully surpassing a korean company that has long held the top spot. boe ranks second in the world and first in china with a market share of 16.1%.
shanshan co., ltd. (600884), as a supplier of polarizers, a key material for display panels, has been serving mainstream panel manufacturers such as boe, csot, and lg display all year round. shanshan co., ltd. has more than 20 years of technology research and development accumulation in the field of polarizers. it leads the market through differentiated technologies such as ultra-thin, high contrast, and wide viewing angles. it continues to promote the construction of a global polarizer r&d center, strengthen industry-university-research cooperation, and actively introduce innovative talents, increase r&d investment, and promote the research and development of more cutting-edge basic materials and application technologies to enhance the company's overall r&d strength and technical level, and promote the development of new technologies, new products, and new applications.
in terms of oled polarizers, shanshan co., ltd. (600884) pays special attention to improving its performance, including light transmittance, contrast, reliability, etc. the company's independently developed oled polarizers for mobile phones and oled displays have been mass-produced and shipped, and continue to promote multi-client authentication. in addition, the company plans to acquire lg chem's oled polarizer, automotive polarizer and other businesses to accelerate its increase in high-end polarizer market share. the acquisition is currently progressing steadily.