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UBI: SDC's AMOLED market share will drop to 72% by 2020

Feb 23, 2017

UBI Research estimates that Samsung Display's AMOLED market share will be 89% in 2017. As more and more OLED producers join the market, SDC's market share will fall to 72% by 2020.

SDC AMOLED market share (UBI, 2017-2020)

Samsung Display will still increase its production capacity substantially - but it will not be able to remain its market share. The whole market will grow to $57 billion by 2020 (up from about $12-15 billion in 2016), so this is still an excellent growth for Samsung.

IHS sees the OLED production equipment market reaching $9.5 billion in 2017

Feb 10, 2017

IHS says that the OLED industry is now entering a huge capacity-growth phase, and IHS estimates that the AMOLED production equipment market will reach $9.5 billion in revenues in 2017.

AMOLED equipment revenue (2015-2018, IHS)

Almost half of that amount will go to TFT backplane equipment ($4.4 billion in 2017), while the organic layer deposition market will reach 2.2 billion and the encapsulation tools market will reach $1.2 billion. IHS estimates that Canon Tokki is the leader in OLED deposition equipment, and has a market share of over 50%.

Graphene for Displays and Lighting Market Report

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%).

UBI sees OLED's share in the automotive display market reaching 22% by 2020

Jan 08, 2017

UBI Research says that automobiles will start adopting OLED displays "in earnest" starting in 2018 - for instrument cluster and infotainment displays. The automotive display market itself is expected to grow quickly (CAGR of about 17% from 2017-2022) as new technologies mean that displays in cars are getting more and more important.

UBI automotive display market forecast (2017-2022)

UBI estimates the total automotive display market at $25 billion by 2022 - out of which OLEDs will account for about 20%, or $5 billion. The main challenge still facing massive OLED adoption, according to UBI, is the lifetime of AMOLED panels.

DSCC sees 6.8 million OLED TV panels sold in 2021

Jan 05, 2017

Display Supply Chain Consultants (DSCC) released a new free white paper (sponsored by Nanosys, a quantum-dot producer) in which it analyses the premium TV market and compares the future of OLED TV to that of QD-LCD TVs.

OLED and QD TV penetration (2016-2021, DSCC)

According to DSCC, the total TV market will grow from 261 million units in 2016 to 282 million in 2021 - a slow CAGR of 1.6". The OLED TV market will grow at a rapid rate of 50% - from 0.9 million panels in 2016 to 6.8 million in 2021. Even at this fast growth rate, OLEDs will represent only 2.4% of the total TV market in 2021. The main constraints towards faster OLED TV growth, according to DSCC, will be production capacity and not demand.

DSCC sees rapid growth in OLED capacity and shipments from 2016 to 2021

Dec 29, 2016

Display Supply Chain Consultants (DSCC) released its new OLED supply, demand and equipment quarterly report, and the company supplied some interesting forecasts from that report.

DSCC sees OLED capacity rising from 7.5 million m2 in 2016 to 40.4 million m2 in 2021 - a CAGR of 52%. In terms of shipments, DSCC sees 389 million panels shipped in 2016, growing to 1.34 billion in 2012. Most of the capacity investment in the near future will be for flexible displays - and so flexible mobile OLED capacity will overtake rigid capacity in early 2018.

Trendforce sees a VR AMOLED display market shortage in 2017

Dec 27, 2016

Taiwan-based TrendForce says that HTC is the current leader in VR headsets - with a market share of 61.4% between April 2016 and November 2016, but the Taiwanese company will not be able to extend its lead into 2017 as it will be hit the hardest from the OLED market supply shortage.

HTC Vive photo

According to TrendForce, in 2017 HTC will ship 600,000 Vive units, while Sony will ship 2.5 million PlayStation VR units and Oculus is expected to ship 1.2 million units. Other brands, all combined, will ship 800,000 units. All of these VR headsets use OLED displays.

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.

IHS: SDC's flexible OLED revenues reached $1 billion in Q3 2016

Dec 16, 2016

A few days ago IHS said that they see the flexible display market reaching 139 million units in 2017 - an increase of 135% compared to 2016. IHS now reveals that in Q3 2016 SDC flexible AMOLED revenue reached over $1 billion for the first time ever.

Samsung Galaxy Note 4 Edge closeup photo (RM)

According to IHS, SDC has a market share of 31.8% from the total display market, followed by Japan Display (15.4%) and LGD (13.1%). SDC's good performance was mostly accredit to its OLED business, and specifically its flexible OLED business.

IHS sees 139 million flexible displays shipped in 2017

Dec 12, 2016

IHS says that flexible display shipments (mostly OLEDs) will reach 139 million units in 2017 (or 3.8% of the total display market) - an increase of 135% compared to 2016 (59 million units). In 2023 IHS sees shipments of 560 million flexible displays.

Flexible display shipments (2014-2023, IHS)

In 2017, flexible OLEDs will comprise 20% of the total OLED display market. The growth in flexible OLED adoption will be lead by smartphones - and especially Apple's next-gen iPhone. In 2016 76% of flexible OLEDs ended up in smartphones - and the remainder were used in smartwatches (mostly in Apple's Watch, probably). Next generation flexible OLED applications, including tablets, VR devices, automotive displays and OLED TVs will are is not expected to be significant until 2023.