Chang Hong Ye Honglin: I can't see the alternative advantages of OLED technology in the next two years.

At the IFA show on September 6-11, Japanese and Korean companies such as Panasonic, LG, Samsung and other large-scale curved OLED products appeared to be shocked by Japanese and Korean companies in the new generation of flat panel display products and technologies. . In contrast, the status quo of China's flat panel display industry, whether upstream panel companies or downstream machine manufacturers, is still in the layout stage in OLED products and technology.

So, is the technological leadership of Japanese and Korean companies equal to their competitive advantage? According to Ye Honglin, general manager of Changhong Multimedia Industry Group Co., the technology substitution advantage of OLED is not seen in the next two years.

Under the continuous high investment of Japanese and Korean companies, OLED has become a new generation of flat panel display technology with a relatively high voice in the past one or two years. After LG, Samsung, Sony and other companies have launched 55-inch OLED TVs, the sound of LCD TVs has fluctuated.

As a professional in the field of domestic black electricity, Ye Honglin said that if it is an ordinary consumer, the most obvious point of OLED TV is that it is thinner than LCD TVs, and the screen display is better, of course, the price is more expensive, but The characteristics of these aspects can also be achieved by LED TV.

Ye Honglin believes that LED TV can now reach a very thin degree, but even if the TV products are as thin as a blade, the attention paid by consumers to this will be reduced to a certain extent; LED TV has also been improved in image quality. Higher level; As for curved OLED TV products, it is reported that Samsung has launched a curved LED TV with a size of 64 inches or more, which is expected to be launched in China next year.

"From these perspectives, the substitution effect of OLEDs on LEDs is not obvious, unless the cost of OLEDs in the same size products is about 1.2 times that of LED products. In the next 2-3 years, there is no way to replace LEDs with OLEDs. Ye Honglin said.

However, Korean companies have recently “blood-blooded” on OLED products. Samsung Electronics recently announced a 34% price reduction for its 55-inch curved OLED TV, which is from the original 15 million won (about RMB 84,000). ) fell to 9.9 million won (about 55,000 yuan).

The price cuts taken by Korean companies have led some people who are alarmed to believe that this is likely to shorten the market life of ordinary LCD TVs.

Ye Honglin still insists on this. "I can't see this in two years." He believes that the price of OLED TVs is still not falling. The real substitution effect requires the price to drop to a certain extent, and the market demand begins to expand. Progress, cost reduction, and this import process will take a long time in the development of LCD.

In fact, subject to technical costs and prices, OLED TV sales are not optimistic, which is not directly proportional to the high investment of enterprises, and the OLED TVs and other products that are currently seen do not bring fundamentals to consumers. The transformation of life.

Ye Honglin believes that the most fundamental reason is that the emergence of OLED technology is different from the process of CRT over-the-LCD. In the past, from the CRT to the tablet era, the sensory enjoyment brought to people is very direct and intense, and from LCD to LED. , or the sensory change gap to OLED is not very large, this experience will shrink.

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