Visionary 002387: the company has developed a flexible screen cell phone in cooperation with Xiaomi and can be mass production;
China Beijing Electronics 002579: subsidiary Yuan Sheng Electronics R & D and production of flexible printed circuit board (FPC) and its components (FPCA) products can be applied to curved screen and folding screen, has been supplied to BOE, deep Pegasus, etc.;
Delun Electronics 002055? 002055?The company's flexible circuit boards can be used for flexible screens;
Danbang Technology (002618)? The company's TPI carbonized film is expected to be used in flexible display, flexible solar power generation and other fields;
Shen Tianma 000050: the company's flexible screen has been mass production;
Liande equipment 300545 flexible screen manufacturing equipment has been supplied to Apple customer, BOE, Huawei, flexible AMOLED paste payment and other latest equipment can be used for mass production;
Chinoying Electronic 300327? The company developed the chip can be used for flexible screen, and to supply a number of domestic OLED manufacturers;
Sudavig 300331? The company lithography equipment can be used for flexible electronics;
Zhiyun 300097? The company's equipment can be used for flexible screen
Expanded Information
There is still a huge gap for flexible AMOLED screens, and their penetration in the smartphone space is accelerating. According to IHS forecast, by 2023, the penetration rate of flexible AMOLED in cell phone screens will increase from 10% in 2018 to 24%, during which OLED screens will be in short supply, while localization is expected to speed up.
February 24, Huawei official announcement folding screen phone, the next day the flexible screen concept stock large area, BOE A, deep Tianma A, lead wisdom to create as many as 9 stocks stopped.
The official launch of the Huawei Mate X phone also attracted the attention of the main funds, yesterday BOE A large amount of money influx, turnover compared to the previous day increased nearly three times, the share price rose 3.3%.
As Huawei's direct competitor, Samsung is the world's largest producer of AMOLED screens, in order not to be constrained by others, Huawei as far as possible to avoid relying too much on Samsung's AMOLED screens, the measures taken to support the domestic panel giants BOE and Deep Tianma.
As early as 2017, BOE has announced that the 6th generation AMOLED flexible display production line in Chengdu factory has realized mass production, and China has thus become the second country in the world that can produce flexible displays. BOE said on the interactive platform that the flexible AMOLED screens produced by the company are supplied to Huawei Mate X cell phones.
Volkswagen indirectly holds a stake in Softech through its participation in SZVIC, and the State-owned Innovation Fund managed by Yuexiu Industrial Fund, a subsidiary of Yuexiu Financial Holding, has also invested in Softech. FlexPai, the first folding-screen model from Flexyu Technology, was released back in 2018.
Nubia and Visuno jointly released the world's first flexible screen "wrist machine" Nubia α. The previously exposed millet double folding screen phone is also developed with Visuno***. In addition, millet cell phone new CC9 Pro cell phone flexible screen also supplied by Visionox.