DSCC says that OLED mobile display production capacity will overtake LCD capacity in 2020, and will reach a 65% market share in 2025.
Looking at the entire display market (mobile and TV and others), DSCC sees OLED production capacity rising at a 20% CAGR till 2025, and OLED's market share will rise from 5% in 2019 to 14% in 2025.
Looking at OLED production capacity per country, DSCC says that Korea will remain the leading country, but from 2018 to 2012 there will be a massive increase in China's market share - and Korea's share will drop from 90% to 56%. China's share will reach 43% in 2025, on 51% CAGR. The world's OLED production will remain almost exclusively in China and Korea until 2025.
In another interesting note, DSCC says that BOE will become the world's largest display market in 2019. In 2025, LG Display will be the 2nd largest display maker and the third one will be China Star (CSoT). The fourth largest producer will be Innolux followed by Samsung Display at number five.