據悉由于日韓交惡，日本方面已停止向韓國供應多種高科技材料，其中包括生產OLED面板的關鍵高科技材料光刻膠（Resist）、高純度氟化氫（Eatching Gas）等，這將導致韓國的三星和LG的OLED面板生(sheng)產面臨停產風(feng)險，而(er)蘋果為確保中(zhong)(zhong)小尺(chi)寸(cun)(cun)OLED面板(ban)(ban)的供應正尋求從中(zhong)(zhong)國面板(ban)(ban)企業(ye)京東(dong)方采購中(zhong)(zhong)小尺(chi)寸(cun)(cun)OLED面板(ban)(ban)，這為中(zhong)(zhong)國面板(ban)(ban)企業(ye)在OLED面板(ban)(ban)市場崛起提供重大機遇。

中韓(han)角力OLED面板市場

目前全球的OLED面板主要由(you)韓國(guo)企業生(sheng)產，2018年LGD占據大尺(chi)寸(cun)OLED面板市(shi)(shi)場超(chao)過九(jiu)成(cheng)的市(shi)(shi)場份額(e)，三星則占據中小尺(chi)寸(cun)OLED面板市(shi)(shi)場超(chao)過九(jiu)成(cheng)的市(shi)(shi)場份額(e)。

日(ri)本的面(mian)(mian)板(ban)(ban)企(qi)(qi)業日(ri)漸衰落，JDI深陷虧損窘境正尋求(qiu)資金支持，夏(xia)普已被中(zhong)(zhong)國臺(tai)灣的鴻海收購；中(zhong)(zhong)國臺(tai)灣的面(mian)(mian)板(ban)(ban)企(qi)(qi)業認(ren)為在OLED面(mian)(mian)板(ban)(ban)市(shi)場已無法與(yu)中(zhong)(zhong)國大(da)陸和韓國競爭，選擇研發技術更先進的miniLED面(mian)(mian)板(ban)(ban)技術。能與(yu)韓國面(mian)(mian)板(ban)(ban)企(qi)(qi)業在OLED面(mian)(mian)板(ban)(ban)市(shi)場抗(kang)衡的僅有(you)中(zhong)(zhong)國大(da)陸。

中(zhong)(zhong)國大陸目前有兩大面(mian)板(ban)(ban)企業，分別是京(jing)東(dong)方和華(hua)星光(guang)電。京(jing)東(dong)方已有一條中(zhong)(zhong)小(xiao)尺寸(cun)OLED面(mian)板(ban)(ban)生產線(xian)投(tou)產，目前正在加快(kuai)另外(wai)(wai)三條中(zhong)(zhong)小(xiao)尺寸(cun)OLED面(mian)板(ban)(ban)生產線(xian)的建(jian)設；華(hua)星光(guang)電中(zhong)(zhong)小(xiao)尺寸(cun)OLED面(mian)板(ban)(ban)生產線(xian)預計今年將投(tou)產。此(ci)外(wai)(wai)還有和輝光(guang)電、維信諾、深天馬在小(xiao)規模生產中(zhong)(zhong)小(xiao)尺寸(cun)OLED面(mian)板(ban)(ban)。

目(mu)前(qian)與(yu)京(jing)(jing)東(dong)方合(he)作最緊密(mi)的(de)中國(guo)手(shou)機(ji)企(qi)業是華(hua)為(wei)(wei)(wei)，2018年(nian)(nian)四季度華(hua)為(wei)(wei)(wei)發布(bu)的(de)旗艦(jian)手(shou)機(ji)mate30 Pro有三分之一的(de)OLED面板(ban)由京(jing)(jing)東(dong)方供應，今年(nian)(nian)初華(hua)為(wei)(wei)(wei)發布(bu)的(de)P30 Pro則全(quan)數由京(jing)(jing)東(dong)方供應，目(mu)前(qian)華(hua)為(wei)(wei)(wei)即將上市的(de)折(zhe)疊(die)手(shou)機(ji)mateX的(de)折(zhe)疊(die)OLED面板(ban)也(ye)全(quan)數由京(jing)(jing)東(dong)方供應，正是由于華(hua)為(wei)(wei)(wei)的(de)全(quan)力支持，京(jing)(jing)東(dong)方的(de)OLED面板(ban)出貨量穩步上升。

至今年一(yi)季度，中(zhong)(zhong)國大陸的(de)(de)(de)(de)面板(ban)(ban)企(qi)業在(zai)中(zhong)(zhong)小(xiao)尺(chi)寸OLED面板(ban)(ban)市場(chang)占有的(de)(de)(de)(de)市場(chang)份額已(yi)超(chao)過一(yi)成(cheng)，三星在(zai)這個市場(chang)的(de)(de)(de)(de)份額已(yi)跌穿九(jiu)成(cheng)，顯示出(chu)中(zhong)(zhong)國大陸的(de)(de)(de)(de)面板(ban)(ban)企(qi)業在(zai)中(zhong)(zhong)小(xiao)尺(chi)寸OLED面板(ban)(ban)市場(chang)的(de)(de)(de)(de)份額穩步上升。當(dang)然(ran)在(zai)大尺(chi)寸OLED面板(ban)(ban)市場(chang)，LGD依(yi)然(ran)是絕對的(de)(de)(de)(de)主導者(zhe)，它依(yi)然(ran)穩占超(chao)過九(jiu)成(cheng)的(de)(de)(de)(de)市場(chang)份額，或(huo)許是考慮到(dao)OLED面板(ban)(ban)的(de)(de)(de)(de)前景尚未明朗(lang)，中(zhong)(zhong)國大陸的(de)(de)(de)(de)面板(ban)(ban)企(qi)業尚未確(que)定是否加入這個市場(chang)。

中(zhong)國面板產業可(ke)望加速崛起

全球(qiu)(qiu)智(zhi)能(neng)手機企(qi)業(ye)除了華為(wei)同時由(you)三(san)星(xing)和京東方供應中(zhong)小(xiao)(xiao)尺(chi)寸(cun)(cun)OLED面(mian)板(ban)(ban)之外，其他(ta)手機企(qi)業(ye)普遍(bian)采用(yong)三(san)星(xing)的中(zhong)小(xiao)(xiao)尺(chi)寸(cun)(cun)OLED面(mian)板(ban)(ban)，其中(zhong)三(san)星(xing)和蘋(pin)果正是全球(qiu)(qiu)中(zhong)小(xiao)(xiao)尺(chi)寸(cun)(cun)OLED面(mian)板(ban)(ban)市場的兩個最大的客(ke)戶，對中(zhong)小(xiao)(xiao)尺(chi)寸(cun)(cun)OLED面(mian)板(ban)(ban)需求量巨大。

蘋果(guo)作為智能手機行業的(de)領導者，其對中小(xiao)尺(chi)寸(cun)(cun)OLED面板(ban)市場有巨大的(de)影響力，因為它對中小(xiao)尺(chi)寸(cun)(cun)OLED面板(ban)的(de)品質和(he)技(ji)術(shu)要(yao)求最高，為了滿(man)足蘋果(guo)的(de)要(yao)求，三(san)星甚至專門為蘋果(guo)建立中小(xiao)尺(chi)寸(cun)(cun)OLED面板(ban)生(sheng)產線，LGD和(he)京東方雖然已取得向(xiang)蘋果(guo)供應中小(xiao)尺(chi)寸(cun)(cun)OLED面板(ban)的(de)資格，但是至今尚未正式向(xiang)蘋果(guo)供應中小(xiao)尺(chi)寸(cun)(cun)OLED面板(ban)。

為(wei)滿(man)足(zu)蘋(pin)果的要求，京(jing)東方一直都在(zai)努力提(ti)升中(zhong)小(xiao)尺(chi)(chi)寸OLED面(mian)(mian)板(ban)(ban)的產能、技術水平，但(dan)它(ta)是中(zhong)小(xiao)尺(chi)(chi)寸OLED面(mian)(mian)板(ban)(ban)市場的后(hou)來者，要追上(shang)三星(xing)需要時間。三星(xing)早在(zai)2007年(nian)就研(yan)發出中(zhong)小(xiao)尺(chi)(chi)寸OLED面(mian)(mian)板(ban)(ban)，而京(jing)東方是在(zai)2017年(nian)才投產中(zhong)小(xiao)尺(chi)(chi)寸OLED面(mian)(mian)板(ban)(ban)，雙方的技術差距較為(wei)明顯(xian)。

這次(ci)由于(yu)日(ri)韓交惡，日(ri)本停(ting)止(zhi)向韓國(guo)供應生產OLED面(mian)(mian)板(ban)的關(guan)鍵材料(liao)，導致韓國(guo)的面(mian)(mian)板(ban)企業(ye)面(mian)(mian)臨OLED面(mian)(mian)板(ban)停(ting)產的風(feng)險，這自然讓蘋果頗(po)為擔憂。蘋果為確保今年9月(yue)的iPhone能如(ru)期上市，尋求京東(dong)(dong)(dong)(dong)方(fang)正(zheng)式(shi)向它供應中(zhong)小(xiao)尺(chi)寸OLED面(mian)(mian)板(ban)，這對于(yu)京東(dong)(dong)(dong)(dong)方(fang)來說無疑是(shi)一(yi)個巨(ju)大的機遇，這將有助于(yu)加快提升京東(dong)(dong)(dong)(dong)方(fang)的產能和技術水平(ping)，同時提升京東(dong)(dong)(dong)(dong)方(fang)在行業(ye)內的影響力，甚至促使京東(dong)(dong)(dong)(dong)方(fang)加速其另外(wai)三條中(zhong)小(xiao)尺(chi)寸OLED面(mian)(mian)板(ban)生產線的建設進程。

此前小米、OPPO、vivo出于技(ji)術和(he)品質的(de)(de)擔(dan)憂主要(yao)選擇與(yu)三星(xing)(xing)合(he)作，蘋果擔(dan)憂韓國(guo)面(mian)(mian)板(ban)(ban)企業(ye)(ye)的(de)(de)中(zhong)小尺寸(cun)(cun)OLED面(mian)(mian)板(ban)(ban)供(gong)應的(de)(de)風(feng)險(xian)，必然也會讓中(zhong)國(guo)除華為之外的(de)(de)手機(ji)企業(ye)(ye)擔(dan)憂，這將(jiang)迫使中(zhong)國(guo)手機(ji)企業(ye)(ye)加大與(yu)國(guo)內面(mian)(mian)板(ban)(ban)企業(ye)(ye)的(de)(de)合(he)作，促進華星(xing)(xing)光電(dian)、和(he)輝光電(dian)這些面(mian)(mian)板(ban)(ban)企業(ye)(ye)加速擴張中(zhong)小尺寸(cun)(cun)OLED面(mian)(mian)板(ban)(ban)產能，從而加速中(zhong)國(guo)面(mian)(mian)板(ban)(ban)企業(ye)(ye)在(zai)中(zhong)小尺寸(cun)(cun)OLED面(mian)(mian)板(ban)(ban)市(shi)場崛起(qi)，形成(cheng)與(yu)三星(xing)(xing)抗衡(heng)的(de)(de)實(shi)力。

這十多(duo)年，中國已認識到高端(duan)制(zhi)造業(ye)(ye)(ye)的(de)重要性，為(wei)(wei)此國內(nei)推(tui)出了中國制(zhi)造2025戰略以推(tui)動高端(duan)制(zhi)造業(ye)(ye)(ye)的(de)發(fa)展，面(mian)(mian)(mian)板(ban)(ban)產(chan)業(ye)(ye)(ye)作為(wei)(wei)中國最成功(gong)的(de)高端(duan)制(zhi)造業(ye)(ye)(ye)之一正在迅速(su)縮短(duan)與韓國面(mian)(mian)(mian)板(ban)(ban)企(qi)業(ye)(ye)(ye)的(de)技術(shu)差距，而這次日韓交惡無疑為(wei)(wei)中國面(mian)(mian)(mian)板(ban)(ban)產(chan)業(ye)(ye)(ye)提供了巨大的(de)機遇，或許在未來兩年時間中國和韓國將在中小尺寸OLED面(mian)(mian)(mian)板(ban)(ban)市場形(xing)成兩分天下的(de)局面(mian)(mian)(mian)。