Article last updated on: Aug 11, 2019

Are you looking for OLED market reports? OLED-Info publishes the world's leading hands-on market reports, covering a wide range of areas such as automotive OLEDs, flexible OLEDs, OLED for VR and AR, transparent OLEDs and more.

See below for our two most popular reports, for the flexible and transparent market reports. See the full range of our market reports here.

The Flexible OLED Market Report:

  • Why flexible displays and lighting panels are so exciting
  • What kind of flexible displays are currently on the market
  • What the future holds for flexible OLEDs
  • How to acquire flexible OLEDs for your products

The report package provides a good introduction to the flexible OLED market - present and future. It details both flexible displays and lighting technologies.

The Transparent OLED Market Report:

  • Transparent OLED properties and advantages
  • What are the main challenges towards transparent OLEDs
  • What kind of transparent OLED displays are currently on the market
  • The transparent OLED lighting market

The report package provides a good introduction to the transparent OLED market - present and future. It details both displays and lighting technologies.



The OLED Handbook

OLED-Info offers the OLED Handbook, a comprehensive guide to OLED technology, industry and market. Our leading guide to OLED technologies OLED Handbook is the best way to quickly get in-depth OLED knowledge and become an OLED expert.

Reading this book, you'll learn all about:

  • OLED technology, materials and production processes
  • What kind of OLED panels are available on the market today
  • What are the obstacles on the way for cheaper OLEDs
  • The OLED TV market
  • The future of OLED displays and lighting and the challenges ahead
  • And a lot more!

Recent OLED Market Reports news

DSCC details the production cost and prices of flexible and foldable OLED displays

DSCC posted an interesting article detailing their estimates for the production costs and prices of choice flexible and foldable AMOLED displays, in China and in Korea.

Flexible OLED production cost and price, Korea, Q2-2020 (DSCC)

We'll start with the chart above, which compares the prices and quotes of several flexible OLEDs produced by Samsung in Korea. DSCC says that as the profitability of Samsung's OLED business is highly dependent on fab utilization, it is currently losing money on this business as the yields in its flexible OLED lines are only 38% - and fixed costs such as personnel and depreciation cannot be decreased. Having said that, DSCC sees higher utilization in the next two quarters, which will result in profitability for SDC's OLED unit.

UBI sees fast growth in Polyimide films and ultra-thin glass for foldable smartphone displays

UBI Research estimates that foldable smartphone display makers will continue to rely on both Ultra-Thin-Glass (UTG) and Colorless Polyimide (CPI) films for at least the next five years.

Foldable UTG and CPI market forecast (2020-2024, UBI)

UBI sees demand for CPI films will reach 4.3 million units in 2020 while demand for UTG will reach 3.5 million units. Demand for both products will grow and by 2024 it will reach 37.1 million units for CPI and 30.5 million for UTG.

OLED Handbook

OLED-Info's foldable, flexible, VR/AR, transparent, microdisplays, PMOLED, automotive and graphene OLED market reports updated to July 2020

Today we published new versions of our market reports - that cover the flexible, VR/AR, microdisplays, automotive, PMOLED and graphene OLED markets. OLED-Info provides comprehensive niche OLED market reports, and our reports cover everything you need to know about the niche market, and can be useful if you want to understand how the OLED industry works and what this technology can provide for your own industry. The reports are now updated to July 2020.

The Flexible and Foldable OLED Market Report:

  • Why flexible displays and lighting panels are so exciting
  • What kind of flexible displays are currently on the market
  • All about the foldable OLED market and industry
  • What the future holds for flexible OLEDs
  • How to acquire flexible OLEDs for your products

The report package provides a good introduction to the flexible and foldable OLED market - present and future. It details both flexible displays and lighting technologies. Read more here!

DSSC updates its OLED industry outlook, sees an oversupply situation for smartphone OLEDs till 2025

DSCC updated its capacity and demand outlook for the OLED industry. DSCC says that the oversupply situation for smartphone OLEDs will continue to effect the industry for years ahead.

OLED manufacturing input area by maker (2018-2025, DSCC)
According to DSCC the reason for the oversupply is Samsung's near-monopoly on flexible OLED phone panels - and the fact that the company keeps prices high and prefers high profit margins even though it leads to low utilization rates. DSCC sees China's capacity (which includes LG's Gunagzhou fab) share to rise from 5% in 2017 to 30% in 2020 and finally to 49% in 2025.

DSCC sees a sharp recovery in OLED fab utilization in Q3 2020

DSCC posted an update to their OLED (and LCD) fab capacity and utilization rate estimations. DSCC thought that Samsung's rigid OLED lines will remain in high utilization (almost 90%) in 2020, but the coronavirus pandemic lowered demand for OLEDs, and Q2 saw a sharp reduction in production of both flexible and rigid OLEDs. Looking into the rest of 2020, DSCC expects demand for OLED to rise.

LCD and OLED fab utilization rates (2017-2020, DSCC)

DSCC also sees flexible OLED capacity almost overtaking LTPS LCD capacity by the end of 2020. Both flexible and rigid OLED capacity is increasing, while LCD production is reduced (in 2019 JDI shutdown its Hakusan LCD plant which reduced LTPS LCD capacity by 7%).

DSCC: OLED revenues in Q1 2020 were $6.7 billion, will reach $33 billion in 2020

DSCC says that OLED revenues in Q1 2020 were $6.7 billion (up 24% from Q1 2019, but down 18% from Q4 2019). Both Samsung and BOE gained market share in the quarter, as LGD had a weak quarter.

OLED revenue share by producer (Q12018-Q12020, DSCC)

DSCC sees the entire OLED market reaching $33 billion in 2020 (up 18% from 2019). Smartphone OLED sales will reach $26.6 billion, mostly led by a growth in flexible OLED sales. The OLED TV market will grow 19% to 4 million units in 2020. DSCC sees the laptop OLED market increasing significantly in 2020.

DSCC details the iPhone 12 screens and OLED suppliers

DSCC posted an interesting blog post, in which they detail what they believe to be Apple's iPhone 12 smartphone family specifications.

Apple iPhone 12 range - specs and OLED suppliers (DSCC May 2020)

So we start with the iPhone 12, which will use a 5.42" 2348x1048 (476 PPI) flexible AMOLED display, produced by Samsung Display. DSCC believes the iPhone 12 will use a Y-OCTA integrated touch. DSCC believes that while BOE did not manage to get its panel to the iPhone 12, it may become a supplier in 2021 to the iPhone 12s - if all goes well with the iPhone 12 Max (see below).

UBI lowers its 2020 OLED industry forecast due to the Coronavirus

UBI Research lowered its forecast for the OLED industry in 2020, due to the coronavirus pandemic. UBI decreased its total market revenue forecast by 4.8% to $36.7 billion.

The Coronavirus effect on the OLED industry (2020, UBI Research)

UBI now estimates that 612 million OLED panels will ship in 2020, down from its previous estimate of 660 million. The OLED TV market forecast was reduced dramatically from 4.9 million panels to 3.6 million.

IHS: rollable OLEDs will remain a niche, unit shipments will reach 1.3 million by 2026

IHS Markit says that the rollable OLED market is finally starting to emerge, and will grow quickly but unit shipments will remain slow in the foreseeable future. IHS sees 100,000 rollable OLED displays shipped in 2022, growing to 1.3 million by 2026. The CAGR from 2019 to 2026 will be 167%.

Rollable OLED display shipments (2022-2026, IHS)

Rollable OLEDs will remain a niche- the share of rollable OLEDs from all flexible OLEDs will be 0.2% in 2026. Foldable OLEDs will be a much larger market - reaching 71.3 million units in 2025.

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