The core technology in China's integrated circuit industry has not yet been broken. Will the next "ZTE" be BOE?

[The core technology of China's integrated circuit industry still has not been broken, will the next "ZTE" be BOE? 】 ZTE as a victim of the entire friction incident, this event has both advantages and disadvantages, on the one hand is let us see the current domestic chip pattern, also to wake up the domestic chip R & D industry, this time may be a new rise of China's chip At the beginning, on the other hand, this incident has caused ZTE to suffer heavy losses. It is really embarrassing that one of the world’s top 500 is in a state of shock. In fact, ZTE is only one of all companies. There are still many similar teams with ZTE. In addition to the chip industry, the domestic supply of AMOLED screens is also very important, and the domestic manufacturer BOE is the best representative. First, we will worry that the next step into the future of ZTE will not be them?

Why are there such concerns? That is because behind the prosperity and development of BOE, the core technology is still dominated by others. Currently BOE is one of the few manufacturers in the world with OLED material screens. In addition to Samsung and LG, they have become the largest manufacturers of domestic mobile phone suppliers. BOE can be said to hold a very important share of China's integrated circuit industry. Its position in the screen production industry is actually no less than the status of the ZTE communications industry.

However, although BOE has established its own production line, one of the most important vapor deposition technologies is from Japan's Canon Tokki. Japan occupies this technology and sells lithography machines only one year. The number of devices is then supplied to Samsung LG and BOE. In addition to Samsung's monopoly on raw material supply, this type of equipment has taken full advantage. This has led to the fact that BOE's production of OLED screens still has a lot of self-determination, and it has to pay high fees.

This distillation technique is very complicated. Canon Tokki becomes a dominant player. Each device has a high price of hundreds of millions. Once Japan and our side are in a state of friction, such technology will force an interruption of excuses and BOE will face exactly the same situation as ZTE. The most competitive part of today's BOE is based on the popularity of domestic OLED material screens, so in the short term it is reluctant to see problems with Canon Tokki. With the current monopoly of Samsung LG is very strong, if even BOE's flames are Being cast off, the home-made screen will be even more into the winter.

Currently, among the manufacturers of mobile phone screens, South Korea’s Samsung, LG, Japan’s JDI, Sharp, Sony, and the United States’ Corning all have good reputation, while domestically produced BOE, Tianma, and Truly are not as good in quality, so these aspects We are still in a state of emergency for a high quality domestic product. Fortunately, the current BOE does not have the friction handle as ZTE. If we do not consider someone to deliberately do it, it will be difficult for the other party to find the trigger for the incident in the short term. It is also a good thing that we can continue to develop. We are It is hoped that BOE will continue to develop its core technologies. At least, the threshold will be smaller than that of the chips.