OLED is hot recently, and Apple's iPhone 8 will gradually transition from LCD to oled display. Google is considering investing at least 880 million US dollars in LG Display to help increase the capacity of smartphone OLED screens. The stock market OLED sector also hit the heat wave, is the second wave of the market started soon? An overall review of the trend of an OLED sector In late March 2016, OLEDs turned out to be a wave of rapid rises in April-July, and then a long-term correction. The concept phase of OLED is exactly one year to date. This year is also a year in which small and medium-sized GEMs have been innovating and low, and it is a year in which growth stocks and theme investments have been hit hard. In the past few days, with the continuous highs of BOE, the market's attention to OLED has risen sharply again. Two OLED investment logic and common sense 1. Distinguish the difference in OLED application fields and screen size: TV OLED screen, mobile phone OLED screen, and future VROLED screen. LG is currently the OLED TV screen production capacity leader (medium size), Samsung is the OLED mobile phone screen. 2. Large-size OLED TV: The upcoming May 1 holiday, OLED panel TV is expected to usher in the first sales volume! The large-size panel of BOE's share price has risen a lot, including the expectations of OLED panel TV. 3. Small and medium-sized OLED mobile phone screen is the most important point of view for the growth of the OLED sector. From September to October 2017, Apple will release a new version of the iPhone. This year, the Apple that purchased OLED mobile phone screens from Samsung will bring huge changes to the industry: (1) LG, Sharp (Foxconn acquisition) is likely to grab orders from Samsung. Last week (April 18-22) Korean media Business Korea reported that LG Display has decided to start offering POLED for iPhone 8 next year. Screen and will be finalized on the board of directors in June. (2) The domestic panel giant BOE is also reported to have finalized orders with Apple. In 2018, it will give Apple an OLED mobile phone screen with a high probability. These panel giants at home and abroad, once finalized large-scale orders, will generate intensive investment opportunities in the OLED industry chain. From upstream to downstream, domestic OLED materials companies, driver IC companies, and OLED equipment companies will all welcome Come to the industry's fastest expansionary dividend growth. On the whole: the critical point of production capacity of small and medium-sized OLED screens and flexible OLED screens is getting more and more close! The panel production lines that have been heavily invested in China and will start to be produced in the second half of 2017 include: Combined with the market's enthusiasm for OLED screen TV during the May 1 holiday, and the upcoming release of Apple's new products, the second wave of the OLED sector is about to hit! Bldc Motor,Brushless Dc Motor,Bldc Hub Motor,Brushless Dc Fan Wentelon Micro-Motor Co.,Ltd. , https://www.wentelon.com
