When you sing, I dismantled the stage. Why did Sharp ask the OLED?

As the saying goes, "Pharaoh sells melons, sells and boasts", and for those who can't sell melons, they can't get business, and you can't make your melons go too smoothly. Such a strategy sounds like a market, but nowadays it really happens between the top companies in the two global technology industries. As OLED display technology is unprecedented in 2016, global display industry-related companies are struggling to catch up with South Korea's Samsung, which has a monopoly position in the field (OLED shipments account for more than 90% of the global market), and this is the hottest thing for this year. The "father of LCD", which was just acquired by Hon Hai Group, was Sharp.

As the "second-hand" of Hon Hai Group and Mr. Dai Zhengwu, the new head of Sharp, recently publicly voiced doubts about OLED display technology: I am not sure whether OLED has a future," said OLED technology is not mature enough to produce high-quality products. .

After Hon Hai and Sharp reached a M&A agreement in March 2016, Hon Hai has made it clear that Hon Hai will help Sharp to make breakthroughs in OLED R&D manufacturers with an investment of 200 billion yen.

Recently, Apple also approached Sharp for the supply of OLED panels.

Dai Zhengwu also recently said that Sharp is preparing to establish an OLED panel factory in the United States or China.

On the one hand, we see that Sharp is actively responding to the transformation of traditional liquid crystals to OLED technology. On the other hand, it has repeatedly received comments from Sharp about OLED technology. (Honghai Chairman Mr. Guo Taiming also publicly questioned OLED technology. The maturity and product quality), what kind of medicine is sold in Sharp this gourd? In addition to the above, there are a few clues to help you understand better.

· Hon Hai Group's annual revenue, more than 50% of orders from Apple.

· Apple will adopt OLED panels for next-generation iPhones or even full-line products. The most important supplier currently identified is South Korea's Samsung.

· Although Hon Hai and Sharp are active, the mass production of OLEDs will not be realized until 2018.

Therefore, for Sharp's recent self-contradictory attitude, we believe that the intention may include:

1. Singing the OLED technology process led by Samsung, combating the current market enthusiasm for OLED blind worship

2. Boost the technical momentum of Sharp IGZO, LTPS and other LCD-based products to attract industry attention

3. Shake the determination of downstream brands to follow up OLED technology and win time for the development of Sharp OLED

It can be seen that panel makers are arrogant in order to win orders from Apple, and Apple's recent developments are quite confusing. First, we will contact SOP for the supply of OLED panels. It is reported that Macbook panel orders will be handed over. Chinese panel brand, and just yesterday, South Korean media reported that Apple has conducted large-area OLED testing on Macbook and other product lines...

In general, the process of replacing OLEDs with OLEDs is still developing smoothly. Faced with the leading position of South Korea's Samsung in this field, it is not only Sharp, but also a number of domestic panel companies need to step up.

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