QLED liquid crystal technology micro innovation does not change OLED trend

The media recently reported that Samsung will abandon large-size OLED technology and switch to QLED technology. We believe that QLED is a kind of LCD liquid crystal technology, which can only slightly slow down the process of LCD being replaced by OLED, and can not change the industry trend that OLED will completely replace LCD.

Core point of view.

QLED only improves the backlight technology of LCD: the so-called QLED quantum dot panel still uses LCD liquid crystal technology, but the backlight technology is different from the blue LED excitation phosphor method of the usual LED backlight, and the QLED backlight uses the blue LED to excite the quantum dots to generate white light. Quantum dot backlights produce more brilliant colors. QLED backlighting is not a new technology. Sony launched the “Teli TRILUMINOS” technology used in high-end models in 2013. The essence of this technology is QLED backlighting.

OLED is a revolutionary innovation relative to LCD: OLED is self-illuminating, compared with LCD technology such as QLED, it has insurmountable advantages such as low power consumption, light weight, high contrast, foldable bending and high refresh rate.

Display technology is a major innovation driver of consumer electronics. OLED features will drive a new round of consumer electronics innovation in the areas of foldable terminals, transparent displays, virtual reality VR products, and automotive displays.

OLED will eventually replace LCD: The current RGBOLED adopts LTPS backplane, and the cost increases rapidly with the increase of size, which is more suitable for small-sized panels. OLED of IGZO backplane technology is expected to solve the problem of large size. We maintain our previous report forecast that OLED screen mobile phone shipments will increase from 200 million in 2014 to 1.36 billion in 2020, CAGR up to 41%; OLED TV shipments are 67% CAGR from 2014 77,000 units will grow to 16.5 million units in 2020.

Investment advice and investment targets.

The industrial chain of OLED can be roughly divided into four main links: materials, equipment, driver chips, panels and modules.

We continue to pay attention to Zhongying Electronics, the leading OLED driver chip in China.

Other related companies in the industrial chain include Oufeiguang, Nanda Optoelectronics, Tiantong, Zhiyun, Jinfu New Materials, Kangdexin, BOE, Shenzhen Tianma, and Xiangyang Huicheng.

High Frequency Transformer

Applications of High-Frequency Transformers
1. Switch-Mode Power Supplies (SMPS)
High-frequency transformers are integral components in switch-mode power supplies, which are used to convert AC power to DC power in a wide range of electronic devices.
By operating at high frequencies, these transformers enable the use of smaller and lighter magnetic cores, resulting in more compact and efficient power supplies.
2. Inverter Circuits
Inverter circuits, which convert DC power to AC power, often employ high-frequency transformers.
These transformers allow for efficient power conversion at high frequencies, enabling the design of compact and lightweight inverters for applications such as solar power systems, uninterruptible power supplies (UPS), and electric vehicle charging stations.
3. Telecommunications
In telecommunications, high-frequency transformers are used for signal coupling and isolation in various circuit stages.
They ensure efficient signal transmission at high frequencies, maintaining the integrity of the communication link and reducing interference.
4. RF Amplifiers and Transmitters
In radio frequency (RF) electronics, high-frequency transformers are used in amplifiers and transmitters to match impedances and isolate circuits.
They help in maximizing power transfer efficiency and minimizing signal loss, ensuring optimal performance of RF systems.
5. Pulse Transformers
Pulse transformers are a type of high-frequency transformer specifically designed to handle fast-rising and high-voltage pulses.
They find applications in digital circuits, ignition systems, and other areas where precise control of electrical pulses is required.
6. Wireless Charging Systems
Wireless charging systems, such as those used for smartphones and other portable devices, often incorporate high-frequency transformers.
These transformers enable efficient power transfer between the charging pad and the device being charged, eliminating the need for physical connectors.
7. LED Lighting
In LED lighting applications, high-frequency transformers are used to convert the main AC power supply to the DC voltage levels required by LED drivers.
By operating at high frequencies, these transformers contribute to the overall efficiency of LED lighting systems, helping to reduce energy consumption and heat generation.
8. Industrial Automation and Control Systems
In industrial automation and control systems, high-frequency transformers are used in various circuits to handle high-frequency signals and provide electrical isolation.
They ensure reliable and efficient operation of the automation equipment, contributing to increased productivity and reduced downtime.
In summary, high-frequency transformers are essential components in numerous applications where the ability to handle high-frequency signals and the associated benefits of size reduction, weight savings, and improved efficiency are important. Their versatility and performance make them ideal for use in switch-mode power supplies, inverter circuits, telecommunications, RF electronics, pulse transformers, wireless charging systems, LED lighting, and industrial automation and control systems.

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