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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 Automotive Market Report

OLED impressions from China, 2017

Jan 19, 2017

We spent last week visiting China - mostly around Shanghai. We attended the Printed & Flexible Electronics China 2017 conference, visited both EverDisplay and Visionox to learn more about their OLED products and plans, and also went to Wuxi to see the interesting and quite impressive graphene center over there.

Everdisplay HQ and 5.5-Gen Fab photo

Samsung Display and LG Display are the clear leaders in AMOLED production - for almost 10 years now. But the market is now changing as several new players, mostly in China, are starting to commercially produce AMOLED displays - mostly for mobile phones, wearables and VR headsets.

IHS: Chinese OLED makers ship over a million panels in Q3 2016

Dec 22, 2016

IHS says that combine OLED shipments from all active Chinese OLED makers reached over a 1.4 million panels in Q3 2016 . This is still small relative to Samsung's capacity (which made around 70 million panels in the quarter) but a step forward for these companies.

OLED display penetration in the Chinese phone market (IHS, 2015-2016)

IHS says that strong demand from Chinese smartphone brands (see chart above), mostly Oppo and Vivo boosted the demand for AMOLED displays. Coupled with the reported supply shortage at SDC this created an opportunity for the new OLED makers based in China. In Q2 2016 these Chinese OLED makers produced around 600,000 panels (so production more than doubled in the quarter.

EverDisplay officially launches its 6-Gen flexible AMOLED fab in Shanghai

Dec 11, 2016

A few months ago we reported that China-based AMOLED producer Everdisplay is planning to invest $4.1 billion USD to build a 6-Gen AMOLED factory. Today the company launched this new AMOLED fab officially in a ceremony in Shanghai, China.

EverDisplay 6-Gen launch ceremony photo

On December 9th Everdisplay started constructing the new fab in the Jinshan Industrial Zone in Shanghai. Investment in the new fab, according to EverDisplay, will actually be 27.2 billion yuan - or almost $4 billion USD. The fab will be able to produce 30,000 monthly substrates (1500 x 1850 mm) and will be used to produce small and medium sized flexible AMOLEDs (1 to 15 inch).

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.

Everdisplay planning a $4.1 billion 6-Gen AMOLED fab by 2019

Sep 23, 2016

According to Digitimes, China-based AMOLED producer Everdisplay is planning to invest $4.1 billion USD to build a 6-Gen AMOLED factory. The upcoming factory will have a monthly capacity of 30,000 substrates and will start trial production in 2018.

Everdisplay 5.6'' WQHD flexible AMOLED prototype photo (September 2015)

Mass production in the new fab is expected by early 2019 - and will include panels from 1 to 13 inches. It is not mentioned in the report whether these are regular glass-based AMOLEDs or flexible ones.

Reports say that the Xiaomi Redmi Pro 5.5" FHD AMOLED is made by EDO and BOE

Jul 29, 2016

A few days ago Xiaomi launched a new entry-level smartphone, the Redmi Pro - with a 5.5" FHD AMOLED display. According to a report from China, that AMOLED is produced by two Chinese display makers - EverDisplay (the main supplier) and BOE Display.

Xiaomi Redmi Pro photo

Everdisplay (EDO) started mass producing 5" 720p AMOLED displays towards the end of 2014. Since then the company seems to be accelerating its OLED program, and is now offering several displays - including indeed a 5.5" one (EDO also produces and develops smaller AMOLEDs for wearables and larger ones for the automobile market).

Everdisplay unveiles the specification of its latest wearable AMOLEDs

Jul 06, 2016

A few weeks ago Everdisplay demonstrated several AMOLED prototypes, including some new displays such as a 0.95" square AMOLED and a 1.2" circular one.

EDO AMOLED lineup spec (July 2016)

In a recent tradeshow, Everdisplay demonstrated these new displays, but now the company unveiled the specifications of its new panels. The 0.95" square AMOLED features a resolution of 180x120 (228 PPI), a thickness of 0.5 mm and a luminance of 350 nits. The 1.2" circular panel is 390x390 (326 PPI), 0.4 mm thick and with the same luminance of 350 nits.

Everdisplay shows new wearable and VR AMOLEDs prototype, announces design-win for a 1.2" Huawei smartwach

May 12, 2016

During CES Asia 2016, Everdisplay demonstrated several AMOLED prototypes, including some new ones. For the wearable market, EDO is showing several displays:

  • 1.2" circular
  • 0.95" square
  • 1.41" square
  • 1.4" circular (already in production)

Everdisplay AMOLED lineup (CES Asia 2016)

EDO announced that the 1.2" panel will enter production in July 2016 - and the company says that Huawei will launch a smartwatch with this display in September. EDO also reveals that Hauwei's 1.4" round Watch (shipping now for $349 - $799) uses an AMOLED made by EDO, as well.