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The OLED lighting commercialization strategy of China's First-O-Lite

Mar 25, 2017
This is a premium OLED-Info article

First-O-Lite (FOL) was established in 2010 in Nanjing, China with an aim to become an OLED lighting developer and producer. Based on its hybrid tandem architecture, FOL has a 2-Gen OLED lighting production fab that is currently producing 70 lm/W OLED lighting panels.

First-o-Lite 3 OLED lamp families (January 2017)

This article details the company's OLED lighting panels, its strategy to create an initial health-lighting niche market in china, its current product families and its technology and business roadmaps going forward.

Flexible OLEDs - a market snapshot

Mar 11, 2017
This is a premium OLED-Info article

Flexible displays are exciting - giving device makers the freedom of design can potentially unlock new applications and put displays where they haven't been seen before. Flexible displays, made on plastic substrates, are also thinner, lighter and more durable.

LGD 18'' rollable OLED prototype (CES 2016)

Following years of research, in 2013 both Samsung Display and LG Display finally started producing flexible OLEDs on plastic substrates. Since then Samsung has taken the clear lead, but LGD has some ambitious plans of its own. Other display makers are also aiming to start making such panels soon. This article will detail current AMOLED production capabilities, future production plans and market forecasts.

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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.

Sumitomo to construct a $130 million flexible OLED touch panel production fab in Korea

Mar 08, 2017

Reports from Japan suggest that Sumitomo Chemical decided to setup a new factory to produce touch panels for curved AMOLED displays. The new factory will be located in Korea, and the total investment is expected to reach ¥15 billion ($US 132 million). It is expected to start operating in 2018 and will have an annual capacity of 100 million panels.

Touch panel production fab, Sumitomo

Digitimes says that Sumitomo has a current market share of about 60-70% of the total AMOLED touch panel market and can currently produce 400 million touch panels for rigid glass-based AMOLEDs. Sumitomo doubled its glass AMOLED touch panel capacity in 2016 following a $165 million investment at its Pyeongtaek factory.

Report suggest Apple ordered a second OLED deal from SDC

Feb 13, 2017

According to a report from Korea, Apple ordered an extra 60 million flexible OLED panels from Samsung Display for the next-generation iPhone, in a deal worth 5 trillion Korean Won, or about $4.3 billion.

iPhone 7 photo

The report says that this deal is an addition to Apple's original OLED order in late 2016. That 2016 deal, for 100 million OLEDs, was estimated at $4.3 billion as well, so it may be that this is actually the same display order that is just now being reported again.

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%.

BOE Display to establish a $145 million OLED TV production line in Hefei

Feb 07, 2017

BOE Display announced that it signed an agreement with a Hefei municipal government to co-invest 1 billion CNY (around $145 million USD) in a new OLED TV production line in Hefei. BOE will invest 80% of the funds, and the rest will be provided by the Hefei government.

BOE 55'' UHD panel prototypes (Nov 2016)

BOE already has a 8.5-Gen pilot line in Hefei, which is actually producing commercial OLED TV panels, albeit in very small volumes. It 2014 it was reported that BOE plans a $1 billion OLED TV line in Hefei.

LGD progresses with its P10 OLED fab, considering building a Gen-10 TV line

Feb 07, 2017

Towards the end of 2015 LG Display announced that it plans to build a new OLED fab (P10) in Paju in a $8.7 billion investment. The P10 will produce both mid-sized flexible OLED and large-sized OLED TV panels. Production was planned for the first half of 2018.

LG Display P10 construction photo

ETNews now reports that LG is indeed constructing the new fab (as can be seen in the image above) and the company is on track to finish the project by Q2 2018 (although mass production will probable take longer).

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%).

BOE's 6-Gen AMOLED fab in Chengdu on track to begin production towards the end of 2017

Jan 24, 2017

According to the OLED Association, BOE Technology's first 6-Gen OLED fab in Chengdu, which BOE started constructing in May 2015, is on track to begin production in the 2nd half of 2017 (later than first estimates, but earlier than the revised ones). Production capacity will be 45,000 glass substrates.

BOE will invest a total of $3 billion USD in this new fab, but part of that is funded by Chengdu's High-Tech Industrial Development Zone. The new fab follow BOE's current 4.5-Gen pilot line that is already producing AMOLED displays.