DSCC updates their OLED forecasts up, sees over $60 billion in revenues by 2022

Oct 09, 2017

Market research company DSCC has updated their OLED models, as the company sees more capital spending then before and a larger OLED market going forward.

OLED market revenue forecast (2016-2022, DSCC)

The OLED market in general will grow 57% in 2017, according to DSCC, to reach $23.2 billion. Growth will continue to be strong with a 50% increase in 2018 (to $34.9 billion) and a CAGR of 27% from 2016 to 2022. In 2022 the market will surpass $60 billion.

JDI turns to Korean and Chinese OLED makers to fund its OLED project

Oct 04, 2017

In August 2017, Japan Display announced a strategic focus on OLED displays as the losing display maker failed to keep up with the industry shift to OLEDs. JDI said it will need to raise new funds in order to accelerate its OLED plans and prepare for mass production in 2019.

JDI estimates that it will require more than 200 billion Yen (around $1.77 billion USD) to start mass producing OLEDs in 2019. JDI is now looking for financing partners that will help fund the company's OLED project. It is estimated that it will find it difficult to find a partner in Japan and so JDI is looking for Chinese and Korean display makers. According to the Nikkei Asian Times BOE and CSoT already expressed interest.

OLED Handbook

CSoT orders OLED deposition equipment from AP Systems for its 6-Gen flexible AMOLED fab in Wuhan

Sep 19, 2017

AP Systems announced that it has received orders for OLED deposition equipment from CSoT for the company's 6-Gen flexible AMOLED fab in Wuhan that is currently under construction.

AP Systems ELA system photo

AP Systems said that the whole order is worth $60.65 million and the equipment will be delivered starting in September 2017 until October 2018. AP Systems did not disclose the equipment list, but the company's main products are laser annealing equipment (used to produce LTPS substrates), laser list-off equipment and OLED encapsulation tools.

CSOT starts constructing its 6-Gen flexible AMOLED fab in Wuhan

Jun 14, 2017

In April 2017 it was reported that TCL-subsidiary China Star Optoelectronics Technology (CSoT) decided to construct a 6-Gen LTPS flexible AMOLED production line in Wuhan, China, in a $5.08 billion investment. Yesterday the company officially started the construction of the new display fab.

CSOT 6-Gen AMOLED fab, Wuhan, China, construction begins

The new production fab is expected to begin production in Q2 2019, with full mass production achieved by Q1 2020. The fab's capacity will be 45,000 substrates per month, which will be used to make small and medium-sized flexible and foldable OLEDs.

Solmates sold a PLD tool for ITO deposition to CSOT's R&D line in Wuhan

May 25, 2017

Production laser deposition equipment developer Solmates announced that it has sold a small panel (200x200 mm) PLD tool to CSOT, to be used in the company's pilot OLED line that is being built in Wuhan, China. CSOT will use the new tool to deposit the ITO electrodes on OLED displays.

Solmates patented the process of OLED ITO electrode deposition using PLD and has developed the technology that enables large-area deposition of ITO on room temperatures. The PLD process results in very high quality ITO deposition and Solmates says that the achieved transparency is higher than currently used methods. Solmates' tool will be placed in CSOT's new cluster tool that is place in Wuhan since the end of 2016. Solmates will deliver the tool in June 2017. The current tool is used for R&D, but the technology can be scaled to larger substrates and to be used in production systems.

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%).

CSoT demonstrates curved 31" AMOLED prototypes

Nov 24, 2016

TCL's CSoT subsidiary demonstrated curved 31" FHD AMOLED displays at the 18th China High- Tech Fair. CSoT showed three such panels side-by-side, to create a 5760x1080 80" display. The WOLED WRGB panels offer 150 nits brightness (which is rather low).

CSoT 31'' curved AMOLED display prototype (Nov 2016)

CSoT are producing those panels in its Gen-4.5 pilot R&D line in Shenzhen. CSoT already demonstrated 31" AMOLED panels in June 2015, it is not clear what is the difference in the new prototypes.

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.

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.

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