On August 28, Jinghua New Materials said on the investor interactive platform that the company's folding OCA and other products have been used by domestic mobile phone head enterprises, successfully realizing domestic substitution, ranking in the leading position in the domestic industry. Folding OCA is an OCA adhesive material specially designed for folding screens, which is used in the cover layer, polarizer layer, touch film layer, and OLED layer of folding mobile phone screens, and has the characteristics of flexibility and folding resistance. The world's first OCA glue designed for foldable phones comes from Samsung SDI, which has been folded more than 200,000 times.
Previously, Selen New Materials said that its folding optical adhesive OCA, folding protective film and other products have been successfully mass-produced. In addition to well-known domestic customers such as Xiaomi and OPPO, it has stable cooperation with Google in the folding mobile phone business.
Source: Selen New Materials Announcement
This year, Lushan New Material's foldable flexible OCA optical film has also passed the system verification of BOE and OPPO, and the current test feedback is good, and it is expected to achieve mass production and supply. It is worth mentioning that at the "2023 Shiyin Display in Touch Supply Chain Industry Annual Conference" hosted by Shiyin Film Chain, Qiao Ligen, general manager of Guangzhou Lushan Xingbang Optical Materials Co., Ltd., a subsidiary of Lushan New Materials, delivered a speech entitled "Design Points of OCA for Folding Display", focusing on the requirements and design points of OCA.
On September 3, Stitch added the concept of "flexible screen (folding screen)", and applied for a patent for a dual-curing high-viscosity folding OCA adhesive in April to improve the creep performance of the glue. The adhesive sheet prepared by the invention has high light transmittance, good adhesive performance, creep recovery performance, excellent damp heat resistance and weather resistance, and can be widely used in the field of folding screen mobile phones. Based on the expansion of Stitch's technology, it has been able to participate more in the stack design of folding products, and has realized the extension from the production of OCA optical film to the design of OCA modules.
Local optical adhesive companies have achieved major breakthroughs in process technology, and their products have successfully entered the downstream application market to promote the process of localization substitution.
In addition to the upgrade of OCA process technology and performance, the demand for OCA area is more for folding screens, and the increase in the penetration rate of folding screens in the future will bring about the growth of overall demand.
In addition to the development of mobile phone display triple folding and scroll screens, the development trend of multi-screen and large-screen on on-board displays has released a positive signal to major local optical adhesive companies and driven the growth of the OCA optical adhesive market.
Based on this, TrendBank will hold the 5th Annual Conference on New Display Technology and Supply Chain Industry and Advanced Functional Materials & Equipment Industry Conference in December 2024. In this conference, a special forum on advanced functional materials production and testing equipment solutions was set up to jointly explore hot topics related to the advanced functional materials industry.
Source: Potential silver membrane chain
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