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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%.

OLED for VR and AR Market Report

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.

Reports from Japan state that Sharp aims to build a $865 million OLED fab in China by 2019

Jan 19, 2017

According to a report from Japan's Nikkei Asian Review, Sharp will build an OLED production line at Foxconn's factory in Zhengzhou (northern China). The investment in this new fab will total around 100 billion yen (about $865 million) and production will begin in 2019. Sharp is specifically aiming to supply screens for Apple's future iPhones.

In October 2016 Sharp announced that it will invest $570 million to build OLED pilot lines in Osaka and in the Mie Prefecture. The pilot lines will begin OLED production in the summer of 2018. It was later reported that Sharp is considering to establish those lines in China instead - so it may be that this new Zhengzhou fab is actually the one reported in October.

VR AMOLED displays - market status

Dec 27, 2016
This is a premium OLED-Info article

Virtual Reality (VR) means a near-eye display that completely blocks the real world and replaces it with a simulated display. VR displays have been around for a long time - the first VR head mounted displays (HMD) were introduced in the 1960s, but these devices, and those devices that followed it for 50 years suffered from many problems due to primitive technology.

Oculus Rift consumer photo

Everything seems to have changed in 2012, when Oculus Rift raised $2.5 million on Kickstarter to develop its VR HMD. Less than 2 years later, the company was acquired by Facebook for $2 billion, and the VR market finally emerged. A good VR experience requires a high end display that features fast response time, high resolution, power efficiency, light weight, and more. OLEDs are the perfect choice for VR displays - especially due to the technology's low latency (as opposed to LCD displays, which are notoriously slow).

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.