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DSCC sees 1.2 billion mobile AMOLED displays produced in 2021, SDC's market share to drop to 63%

Mar 10, 2017

Display Supply Chain Consultants (DSCC) released some very interesting information regarding the mobile OLED market from its recent OLED market report by Yoshio Tamura and Ross Young. DSCC expects mobile AMOLED demand to grow from almost 400 million panels in 2016 to almost 1.2 billion in 2021.

AMOLED shipments by smartphone brand (2016-2021, DSCC)

Samsung Electronics, who's already using AMOLED displays in almost 80% of its smartphones will not increase its AMOLED orders by a lot, but shipments will grow dramatically to other players led by Apple, Huawei and Oppo.

Digitimes: Chinese OLED makers to more than double their OLED capacity each year between 2016-2020

Feb 05, 2017

According to Digitimes Research, OLED display makers in China will increase their total annual capacity from 272,000 m2 in 2016 to 7.86 million m2 in 2020 - a CAGR or 131.9%.

Everdisplay HQ and 5.5-Gen Fab photo

The largest producer in 2020 will be BOE Display (35% of the Chinese OLED market), followed by Tianma (17.6%), Visionox (14%), Everdisplay (11.6%), CSoT (9.5%), Truly (7.8%) and Royole (4.5%).

OLED Microdisplays Market Report

CSoT demonstrates curved 31" AMOLED prototypes

Nov 24, 2016

TCL's CSoT subsidiary demonstrated curved 31" FHD AMOLED displays at the 18th China High- Tech Fair. CSoT showed three such panels side-by-side, to create a 5760x1080 80" display. The WOLED WRGB panels offer 150 nits brightness (which is rather low).

CSoT 31'' curved AMOLED display prototype (Nov 2016)

CSoT are producing those panels in its Gen-4.5 pilot R&D line in Shenzhen. CSoT already demonstrated 31" AMOLED panels in June 2015, it is not clear what is the difference in the new prototypes.

State of the AMOLED industry and future fabs

Oct 11, 2016
This is a premium OLED-Info article

When Samsung started producing AMOLED displays in 2007, AMOLED technology was at a very early stage, immature, and Samsung took a huge risk. A few years later, this risk was rewarded with a successful display business and a boost to the company's smartphone business that was the first to adopt AMOLED displays.

AUO 5.7'' WQHD 513 PPI AMOLED panel prototype

Fast forward to 2016, and today Samsung is still the king of AMOLED displays, with a market share of over 95% in small/medium AMOLED panels. If we look at OLED TV production, then LG Display is the only commercial producer at this stage. But Samsung and LG are not alone - several companies in China and Taiwan already started mass producing AMOLEDs, and others have announced plans for large AMOLED fabs. In this long article we'll list all of these AMOLED producers and developers (over a dozen) - and details their current production capacity and rumored and confirmed production plans.

Cynora to collaborate with Johua Printing on OLED TV technologies

Sep 20, 2016

Blue TADF developer Cynora signed a MoU (Memorandum of Understanding) with Guangdong Juhua Printing Display Technology to cooperate on OLED TV development.

Johua was established earlier this year by CSoT (66%) and TianMa (34%) with an aim to industrialize printed OLED technologies. Johua Printing is an "open innovation platform" guided by the Chinese government that collaborates with both industry and universities to drive the progress of China's display industry and the GUangdong Province specifically.

Samsung to help TCL build its new Gen-11 LCD and AMOLED fab

Sep 12, 2016

Last month we posted that TCL plans to build a Gen-11 LCD and AMOLED fab in Shenzhen, in a $6.97 billion investment. The fab, owned by CSOT and built by TCL and Shenzhen Huaxing Power with help from the Shenzhen Economic and Trade Commission, will have a monthly capacity of 90,000 Gen-11 substrates (3370x2940 mm) and use IGZO backplanes.

CSOT fab photo

In a news release today, TCL announced that will increase the investment in this fab by a further 21 billion yuan (around $3.15 billion). Samsung Display will be a partner in this fab, investing 2.1 billion yuan to hold a 9.76% stake.

TCL announces a $6.96 billion LCD/AMOLED IGZO Gen-11 fab in Shenzhen

Aug 29, 2016

It 2013 it was reported that TCL plans to invest over $4 billion to build a new 8.5-Gen LCD and OLED fab in Shenzhen, owned by CSOT. The so-called Huaxing Power Two OLED fab never materialized... at least until now.

CSOT fab photo

TCL released information that it now seeks to $6.96 billion to build a new LCD and OLED Gen-11 production fab in Shenzhen. The new fab, built by TCL and Shenzhen Huaxing Power with help from the Shenzhen Economic and Trade Commission, will have a monthly capacity of 90,000 Gen-11 substrates (3370x2940 mm) and use IGZO backplanes.

ETnews: China display makers divert capacity investments from LCD to flexible OLEDs

Jul 20, 2016

ETNews posted an interesting story, in which it is said that Chinese display makers are diverting investments away from LCD production and into flexible OLED production. ETNews lists BOE Display, CSoT, TianMa and Visionox - all bringing forward flexible OLED plans.

TianMa flexible AMOLED panel at MWC 2016 Flexible OLED prototype, Tianma

Tianma and Visionox, according to ETNews, already started to make actual investment and placed initial equipment orders for flexible OLED production. BOE and CSoT decided to postpone 8-gen LCD investment plans and will start investing in flexible OLEDs by the end of 2016.

An OLED maker in China is gearing up towards OLED TV production

Jan 27, 2016

Colnatec just told us that a large European customer is building an OLED deposition machine that is headed for China. The machine will adopt Colnatec's temperature-controlled Tempe system.

Colnatec Tempe System (2016)

Colnatec would not reveal much, besides that the substrate size is "larger than anything currently on the market", and the customer ordered a "large number" of Tempe Systems. This is very interesting news, and hopefully we will know more in the future. If this is indeed the largest substrate-size OLED fab ever, it is bound to produce OLED TV panels, and it will be great to finally see competition for LG Display's OLEDs. Of course it may take a couple of years before mass production actually begins.

Former AUO executives found guilty of leaking OLED trade secrets to china's CSOT

Dec 05, 2015

AUO logoCSOT logoIn October 2012 we reported that Taiwan's AU Optronics is suing two former executives that allegedly stole technologies (including AMOLED related ones) from the company and supplied it China Star Optoelectronics Technology (CSOT, a subsidiary of TCL).

Today we learned that those two executives were found guilty by the Hsinchu Court in northern Taiwan. Tsung-Yi Hsu, a former OLED R&D department manager at AUO was charged of leaking AMOLED manufacturing and Thin-Film Transistor (TFT) structure research findings to CSOT (where he was employed as the director of the R&D center). Hsu will be jailed six months and fined NT $180,000 (around $5,500 US). The prosecutors are still deciding whether Hsu can pay a fine instead of facing imprisonment.