The flexible display market potential is released, and the PI pulp industry has ushered in a good opportunity for development
PI paste is liquid polyimide. Liquid PI is an excellent semiconductor insulating material and flexible display substrate material. It has good thermal stability, high temperature resistance, low thermal expansion coefficient, excellent mechanical properties, and strong bending resistance. Technical requirements for substrates in flexible OLED, flexible electronic paper display and other fields.
At present, there are two kinds of PI pastes on the market, one is yellow PI paste and the other is transparent PI paste.
Among them, yellow PI paste is mostly used as the substrate of OLED liquid crystal screen; transparent PI paste is mainly used as cover plate and touch control material of folding screen, such as the cover plate of foldable electronic paper display module, etc.
However, since the transparent PI paste needs to take into account the light transmittance, peelability and heat resistance of the PI paste after film formation, its technical difficulty is much higher than that of the yellow PI paste, and the product price is relatively high, so the transparent PI paste material has not yet become a mainstream product.
In recent years, due to the continuous upgrading and iteration of AMOLED technology, the performance requirements of flexible AMOLED screens on the thinness and flexibility of the substrate have gradually increased, which has driven the demand for PI pastes in the field of flexible displays, especially the demand for yellow PI pastes.
Such as LG, Samsung, BOE, TIANMA, CSOT and other domestic and foreign flexible AMOLED manufacturers are using PI paste for flexible panel production.
In addition, companies in the electronic paper industry are also trying to use PI pulp as a material for flexible electronic paper display modules.
In the PI paste industry, especially in the field of PI paste for flexible AMOLED substrates, more and more companies have entered. In addition to UBE, Kaneka and other foreign companies that entered the PI paste industry earlier, Chinese companies such as WHRX, ZKJY, and SZJC also have Layout in the PI slurry industry.
China's PI slurry leader: HBDL has formed a continuous and stable batch supply capacity.
At present, the PI paste industry is driven by the flexible AMOLED display industry, and the market demand continues to increase. At the same time, the investment enthusiasm of the industry is also significantly improved. In addition, after the PI paste is formed into a film, it can meet the requirements of high temperature and low temperature resistance of substrate materials in the flexible display field at the same time. Water absorption, low thermal expansion coefficient, good bending resistance and other requirements have incomparable advantages over other substrate materials, and the PI slurry industry as a whole is in a stage of rapid development.