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According to the ‘2024 Small OLED Display Annual Report’ recently published by UBI Research, OLED shipments for foldable phones are expected to increase from 27.4 million units in 2024 to 52.7 million units in 2028.
According to the ‘4Q23_Quarterly OLED Emitting Material Market Tracker’ recently published by UBI Research, the market for emitting materials used in OLED is forecasted to grow from $1.84 billion in 2023 to $2.43 billion in 2028, with an average annual growth rate of 5.8%.
According to the ‘IT OLED Technology and Industry Trend Analysis Report’ recently published by UBI Research, OLED shipments for tablet PCs, notebooks, and monitors are expected to reach 31 million units in 2027 with an average annual growth rate of 41%.
Samsung Display and LG Display are investing in the 8.6th generation IT line with high added value to compensate for the decrease in sales due to the Chinese panel makers’ flexible OLED low-cost offensive and LCD withdrawal.
At the ‘2023 OLED & Micro Display Analyst Seminar’ held at the Federation of Korean Industries in Yeouido on the 5th, Choong Hoon YI, CEO of UBI Research, gave a presentation on ‘IT OLED industry trends and market prospects’.
According to the ‘2023 OLED Emitting Material Report’ recently published by UBI Research, the total emitting material market is expected to reach US$ 2.59 billion in 2027 with an average annual growth rate of 7.7% from US$ 1.92 billion in 2023.
According to the ‘2023 Small OLED Display Annual Report’ recently published by UBI Research, Samsung Display’s OLED shipments for foldable phones are expected to reach 50.9 million units in 2027 with an average annual growth rate of 28.1% from 18.9 million units in 2023.
BOE’s 6G LTPS LCD line, B20, will hold a groundbreaking ceremony in Beijing on February 10th. The capacity of the B20 line is 45K per month, and it is mainly based on the LTPS TFT process, but since an oxide TFT line with a capacity of about 15K per month is also built, it is expected that oxide TFT technology will be applied to some products.
As panel makers have recently accelerated the development of foldable OLEDs, a variety of products, including foldable phones, foldable tablet PCs, and foldable laptops, are being exhibited. We look at the development trend based on the exhibited products of panel makers.
It was found that BOE is considering investing in the golden line of modules for Apple’s iPhone at the B11 Mianyang plant. The module golden line invested this time is a line for iPhone certification evaluation, and the investment is expected to be confirmed in early 2023.
There is a possibility that the investment in BOE’s B16 8.7G OLED line located in Chengdu will be further delayed. A member of the State Assets Commission, Beijing Municipal government’s regulations on BOE Group is the cause.
#BOE #automotive #display
According to the ‘2022 OLED Components and Materials Report’ recently published by UBI Research (www.ubiresearch.com), a company specialized in OLED market research,
Recently, there is a movement to manufacture display-related materials, materials, and equipment exclusively in China. According to the ‘2022 OLED Components and Materials Report’ recently published by UBI Research (www.ubiresearch.com),
It seems that BOE has started line operations for iPhone 13. Back in March, most of the iPhone 13 shipments were canceled due to an issue with Apple. BOE will now resume production. With this new development, BOE’s forecast for iPhone 13 production this year is expected to increase after being adjusted down in March.
Chinese panel makers such as Visionox and BOE are expected to face losses due to cost pressures. The operation rate of Visionox was analyzed to be high. This is because Visionox is exclusively producing 70-80% of Honor, a large Chinese smartphone manufacturer.
Resolution 2592 x 2176
Sliding Reel Radius 4.5mm
Machine Thickness 12.4mm
Sliding Distance 34mm
BOE, the largest display maker in China, produces UPC (Under Panel Camera) panels with transparent PI substrates.
UPC is a technology that makes a full screen of a smartphone possible by placing the front camera under the screen.
Samsung Display, LG Display, and BOE are expected to supply panels to Apple’s new iPhone 14 series in 2022. It is expected that Samsung Display will supply panels to all models in addition to iPhone 13 series. LG Display will supply 6.12-inch LTPS models and 6.69-inch LTPO models. BOE will supply panels only to 6.12-inch LTPS models.
According to the ‘China Trend Report’ published by UBI Research, Honor, a Chinese smartphone manufacturer, announced Magic4 and Magic4 Pro at MWC 2022 held on February 28th.
According to the ‘China Trend Report’ published by UBI Research, BOE B11 (Mianyang) plant is experiencing difficulties in supplying quantities to Apple due to the supply and demand problem of Touch IC. The report analyzed that BOE’s shipments to Apple have decreased significantly due to the supply and demand problem of Touch IC. As a result, shipments are expected to fall far short of the 2022 target set by BOE.
26% Increase in Total Shipments of Chinese OLED Panels for Smartphones in the Fourth Quarter compared to the Third Quarter
Samsung Electronics widely successful release of its foldable phones, Galaxy Z Fold 3 and Flip 3 last year has risen expectations for establishing foldable phones into the mainstream. Chinese companies such as Huawei, Xiaomi, Oppo are also releasing multiple foldable phones.
According to the ‘China Trend Report for the 1st week of December’ published by UBI Research recently, Among Chinese companies, BOE maintained the No. 1 position with an overwhelming share in OLED panel shipments for smartphones in October.
At ‘Display Insight 2021’ held online on November 4th, ‘Joachim Kaiser’, global application manager of Merck, presented ‘Our OLED solutions – livilux®’. When presenting the ink portion of livilux’s OLED materials, Kaiser noted that “Inkjet printing is the only technology that combines RGB parallel pixel layout with scalability for large display sizes”.
According to the ‘China Trend Report for the 1st week of December’ published by UBI Research recently, Among Chinese companies, BOE maintained the No. 1 position with an overwhelming share in OLED panel shipments for smartphones in October.
According to the market track on small OLED market performance of less than 10 inches published by UBI Research, Revenue and shipments in the second quarter were about $9.5 billion and 161.7 million units, respectively.
UBI Research has published a market track on the market performance of 10-inch and larger OLEDs. Applications include TVs, monitors, laptops, and tablet PCs.
Despite the ongoing Corona-19 situation and the US government’s sanctions on Huawei, the adoption of OLED by Chinese smartphone makers is gradually increasing.
Recently, Samsung’s announcement of the sale of the P8-2 LCD line in Tangjeong was posted (announced on June 29).
Samsung has been steadily selling the old LCD line until recently, but since it has never posted a sale announcement, it is unusual to post a notice on the sale of this P8-2 line.
According to the 2020 OLED emitting material report published by UBI Research, the demand for emitting materials in 2020 is 78.6 tons, which is 4.2 tons higher than last year’s 74.4 tons. The material used for OLEDs for smartphones and mobile devices is 62.9 tons, and the OLED emitting material for TVs is expected to be 15.7 tons.
As foldable smartphones begin to be sold by Samsung Electronics, the flexible OLED industry (including foldable OLED) is expected to continue to grow.
Yi Choonghoon, CEO of UBI Research, predicts that the flexible OLED panel market will grow to $ 18.92 billion this year and expand to $ 32.65 billion by 2023.
In response to 8K LCD TV quality disputes that LG Electronics compared and exhibited at IFA2019, Samsung Electronics raised the problem of burning of OLED TVs.
As Korean OLED panel makers do not have a lot of investment, the OLED equipment industry is in a low-demand season. When Chinese OLED panel makers confirm the order status of equipment orders in 2019, orders are being made centering on equipment and module line equipment required for new technologies rather than new lines.
Although Samsung Electronics and Apple’s OLED smartphone market are stalled, Chinese smartphone makers are gradually increasing their use of OLEDs based on the huge smartphone market in China. As a result, BOE and Chinese panel makers have aggressively established a Gen6n flexible OLED plant, which is driving the OLED industry.
BOE is going to start construction of its fourth 6th generation flexible OLED plant soon. It is planning to invest a total of 46.5 billion yuan (approximately 7.9 trillion won) to have a monthly production capacity of 48,000 sheets. Although the display market is slumping and demand for flexible OLEDs for smartphones is falling short of expectations, it is speeding up aggressive investments and expanding production capacity.
Following LCD panels, there are predictions that oversupply can become a reality for OLED panels.
Concerns are growing as South Korean companies plan to grow OLEDs into new “cash cow” instead of LCDs that China has taken the lead.
LG Display OLED TV maintained sales revenue, it through conference call, stated it recorded annual sales revenue of 24.3 trillion won and 92.9 billion won operating profit in year of 2018.
Plane source technology, which was first developed by OLEDON in the world, has the principle of depositing the first organic material on the metal surface and evaporating it upwards to produce fine pattern of 2250 ppi, which is ultrahigh resolution.
TADF developer CYNORA has announced that it has extended its joint-development agreement with LG Display. The two companies have been co-developing deep-blue TADF OLED emitters for two years, and have now decided to continue the cooperation towards the commercialization of TADF emitters in OLED displays.
In the 2018 OLED material and component report and Market Track published by UBI Research, the entire market for OLED materials and components market is expected to grow at a CAGR of 29% by 2022, forming a market of US$ 37 billion in 2022.
In SID 2018, Hwang Chang-Hoon, CEO of OLEDON, announced a new plane source FMM deposition technology that can produce ultra-high resolution AMOLED of 2,250 ppi.
At the 6th China Information Technology Expo (CITE 2018) held in Shenzhen, Guangdong Province, China from April 8 to 11, 2018, a number of panel makers and set makers exhibited notch-designed display panels and smart phones.
According to the investment trend data from AMOLED Display Market Track published by UBI research, the net area capacity of AMOLED production worldwide is expected to grow at a CAGR of 48% from 2018 to 2020.
The Chinese companies’ volume offensive raised concerns that the OLED industry, following liquid crystal displays, could face oversupply problems. Analysts say that while South Korean display manufacturers’ performance in the first quarter has deteriorated due to a sharp drop in prices of LCD panels, even OLEDs, which are seen as new growth engines, could be on the verge of oversupply in the near future.
With the Google’s comments in 2015 that the new IoT era is coming, the 13th China International Display Conference started with the presentation of BOE, a large Chinese display company, with the topic of the era of smart interfaces to be developed in the future.
At the ‘IMID 2017 Business Forum’ held in COEX, Seoul from 18th to 19th, Toshiaki Arai, chief technologist of JOLED announced JOLED’s printing technology and future road map.
At the seminar titled “OLED market analysis and the latest technology” host by the UBI Research at the FKI last June, the president, Lee Choong Hoon predicted the market through analyzing the OLED industry investment and mass production in the first half of 2017.
According to ‘2017 OLED Manufacturing Equipment Annual Report’ published by UBI Research, the entire equipment market of OLED is expected to total$84.9 billion(about 93trillion KRW) from 2017 to 2021.
CITE 2017(China Information Technology Expo) was held in Shenzhen, China from April 9 to 11. As the Asia’s largest electronic and information exhibition hosted by the ministry of industry and information technology of the people’s republic of China and the local government of Shenzhen,
According to UBI Research, the shipment amount of AMOLED panel for smart phones in the 3rd quarter of 2016 was announced to be counted as 96million units.
In ‘18th China High- Tech Fair,’ BOE collected a big topic by exhibiting 55” UHD OLED TV of Skyworth to which 55” UHD OLED Module was applied.
According to a radio and TV source of Mianyang in Sìchuan Province, BOE has decided to invest 46.5 billion yuan(about 7.8 trillion KRW) in Gen6 flexible AMOLED production line.
During the SID 2016, not only Samsung Display and LG Display, but other companies including BOE, Japan Display (JDI), and Tianma also presented OLED. The extent of OLED by Korea, China, and Japan drew much attention.
Although Samsung and LG both had smooth Q1 2016 for set businesses including TV, display sectors were different. The majority of the industry believes that global oversupply of LCD’s effects was great. Key LCD players in China, who could be seen as responsible for the LCD oversupply, also showed bleak performance.
Foxconn is expected to occupy approximately 22% of 2016 Q4 global large size panel yield, similar to the levels of Samsung Display and LG Display.
China’s TFT-LCD company, BOE, revealed ambition that it will lead the 8K market within the TV sector.
At the Technical Conference of FineTech Japan 2016 (April 6-8), BOE’s CEO Zhaohong Zhang gave a keynote speech titled Strategy of Adaptation and Innovation, and emphasized that the large size TV will notably grow, and BOE will lead the large size 8K TV market.
Due to the oversupply of LCD panel in global display market, the opinion that Samsung Display and LG Display will also not be able to avoid large amount of deficit is becoming stronger.
According to Transparent OLED Display Report 2016, published by UBI Research, large area transparent AMOLED market is expected to record approximately US$ 5,300 million by 2020. UBI Research revealed that “transparent OLED, with its high transmittance, is likely to be applied to transparent advertisement display such as showcases that has to properly actualize what […]
BOE is intending to carry out a large amount of investment in order to operate Gen10.5 LCD line from 2018. Meanwhile, key set makers including Apple, Samsung Electronics, LG Electronics, and Panasonic are devising strategy to move from LCD to OLED for smartphone and premium TV displays. As such, it is becoming more likely for the LCD industry to be in slump from 2018.
At 2015 OLED Evaluation Seminar (December 4) hosted by UBI Research, UBI Research’s president Choong Hoon Yi gave a talk titled AMOLED Panel Industry Trend and Market Forecast discussing OLED industry until 2015 and forecasting 2016 OLED market.
The last 5 years of budget for Korean semiconductor, which is a key industry for the nation, and display related industry’s original technology development expenses was researched and analyzed.
According to 2015 Solution Process OLED Report, published by UBI Research on October 14, solution process technology could produce 55inch OLED panel at approximately 43% cheaper cost compared to WRGB method.
The analysis of 2015 2Q results of Samsung Display and LG Display shows clear indication that Korean display industry is on descent.
At the 10th National Research Development Industry General Workshop in Display (8-10 July) in Muju, South Korea, industry-academy experts gathered and held a discussion on the future display strategy under the heading ‘Korean Display Industry Crisis, What is the Solution?’.
AMOLED latecomers; BOE, AUO and Tianma are rapidly catching up the AMOLED development of Samsung Display (SDC) and LG Display (LGD) at SID 2014.
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