Foldable <span style='color:red'>AMOLED</span> panel shipments to top 50m units by 2025, IHS Markit says
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Foldable AMOLED panel shipments to top 50m units by 2025, IHS Markit says

Spurred on by growing demand for innovative user experience in smartphones, shipments of foldable active-matrix organic light-emitting diode (AMOLED) panels are expected to reach 50 million units by 2025 for the first time since their launch in 2018, according to IHS Markit.The foldable AMOLED panels are predicted to account for 6 per cent of total AMOLED panel shipments (825m), or 11 per cent of total flexible AMOLED panel shipments (476m) by 2025.“As the conventional smartphone market has become saturated, smartphone brands have tried to come up with an innovative form factor for a smartphone,” said Jerry Kang, senior principal analyst of display research at IHS Markit. “A foldable AMOLED panel is considered to be the most attractive and distinguishable form factor at this moment.”In October 2018, China’s Royole Corporation unveiled the world’s first foldable-screen smartphone with a 7.8-inch AMOLED panel. A few other brands are also expected to launch foldable-screen smartphones in 2019.“Smartphone brands are cautious about launching foldable smartphones because the phones should be durable enough for repeated folding and thin and light enough even when supporting a larger display and battery,” Kang said. “Unit shipments of foldable AMOLED panels may not grow as fast for the first few years, but area per unit will be expected to be larger than that of conventional displays. Panel makers are forecast to see an increase in fab utilisation.”Due to lower demand for conventional flexible AMOLED panels, suppliers are hoping that smartphone brands release foldable devices as early as possible. With more optimism, some are even considering investing in another fab solely for foldable AMOLED panels, adds IHS.“Panel suppliers should consider how much demand will increase for the foldable application before investing in additional fabs, because the supply of flexible AMOLED panels is forecast to exceed demand even as we move into 2019,” Kang said.According to the AMOLED & Flexible Display Intelligence Service by IHS Markit, the supply capacity of flexible AMOLED panels will account for more than half of total AMOLED capacity in the fourth quarter of 2019.
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Release time：2018-11-09 00:00 reading：1102 Continue reading>>
Samsung Display’s <span style='color:red'>AMOLED</span> Fab Utilization to Recover to Above 80% in Q3 2018
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Samsung Display’s AMOLED Fab Utilization to Recover to Above 80% in Q3 2018

According to IHS, Samsung Display’s average AMOLED fab utilization rate started to plunge from the end of 2017. It remained in the 50% range until May, due to low seasonality and weaker-than-expected demand from major customers.In H1 2018, glass input at the A3 fab fell significantly short of the capacity that nearly doubled in H2 2017. Contrary to expectations that the fab would enjoy a surge in flexible AMOLED panel demand following the launch of new smartphones from Samsung Display’s key customers, especially from Apple, it grappled with lower-than-expected demand. In H1 2018, utilization remained low in both A1 and A2 fabs due to growing competition from LTPS LCD panels in the smartphone display market and disappointing demand from Chinese customers.However, the average monthly utilization rate at Samsung Display’s AMOLED fabs is expected to increase significantly to above 80% in Q3 2018. The A3 fab, which accounts for the lion’s share of Samsung Display’s AMOLED panel production, will see its utilization jump due to the upcoming launches of Samsung Electronics’ and Apple’s new smartphones and a recovery in seasonal demand. With increasing demand from Chinese customers, utilization at A1 and A2 also started to soar from June.In Q3 2018, total glass input area at Samsung Display’s AMOLED panel fabs will top the previous record high. It reached nearly 600,000 m² in Q4 2017 but plummeted to 333,000 m² in February 2018. In Q3 2018, it is forecast to nearly double from the February low.In H1 2019, demand for Samsung Display’s AMOLED panels is expected to decline from that in the end of 2018, driven by the typical slowdown in panel demand for new smartphones and the year-end shopping season. However, utilization rates will not likely fall to the H1 2018 level due to the growing adoption of AMOLED by its customers, the launch of foldable panels, and increasing demand for curved products.However, it is uncertain whether the jump in overall utilization rates will bring forward the mass production start date of the A4 fab, which has been delayed due to low utilization at other existing fabs; rather, it depends more on whether Samsung Display will succeed in adding more customers and expanding the AMOLED business into new applications, the key to the sustainable growth of its AMOLED business.
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Release time：2018-09-10 00:00 reading：1220 Continue reading>>
Continuous Capacity Expansion of Small and Medium-Sized <span style='color:red'>AMOLED</span> May Lead to Oversupply
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Continuous Capacity Expansion of Small and Medium-Sized AMOLED May Lead to Oversupply

The global production capacity of small- and medium-sized AMOLED panels continues to expand, and will reach 13.6 million m2 by 2018, an increase of 51.1% compared with the previous year, says WitsView, a division of TrendForce. As Chinese panel makers continue to release new capacity, the global capacity of small- and medium-sized AMOLED panels may double to 27.3 million m2 in 2021.“AMOLED panels have become the focus of market after the adoption of iPhone”, says Boyce Fan, Research Director of WitsView. This market trend has most benefited Samsung Display (SDC), which has an absolute edge over its rivals in productivity and technology of AMOLED panels. However, as the mobile phone market entered the off-season in 1Q18, the demand for AMOLED panels began to drop substantially, which in turn lowered SDC's utilization rate of its production lines. As the result, SDC has actively adjusted its pricing strategy to reduce the price differences between AMOLED panels and LTPS panels, improving the utilization rate of production lines. However, the demand for mobile phone panels appears to hugely different between peak-season and off-season, the customer base is too concentrated as well, SDC decided to postpone the plan to invest the new Gen 6 fab.Chinese panel makers continue to release new capacity, and will contribute to 37% of the global capacity in 2021Chinese panel makers’ investment in new AMOLED panel capacity is on the rise, due to the high demand for AMOLED panels from branded Chinese manufacturers coupled with the government's supporting policy. For example, BOE’s first Gen 6 fab of flexible AMOLED panel has entered mass production in Chengdu at the end of 2017. Tianma and Visionox also expect the mass production of flexible AMOLED panel in their Gen 6 fabs in 2018. In the next few years, both Everdisplay Optronics (EDO) and China Star Optoelectronics Technology (CSOT) have also put forward plans for AMOLED panel production. It is estimated that the production capacity of small- and medium-sized AMOLED panels in China will contribute to 37% of the global capacity in 2021, up from 16% in 2018. Meanwhile, the proportion of capacity in South Korea will be 53% in 2021, down from 81% in 2018.The market may see oversupply, notebook and automotive applications may help consume the capacityThe continuous investment in AMOLED panels may lead to oversupply in the market. Even the market leader SDC may have to strike a balance between consuming capacity and making profits. WitsView notes that the production capacity of rigid AMOLED panels has become stable with few possibility of large-scale expansion, and mobile phones have been the main application to consume current capacity. In this situation, the market will next explore new applications of rigid AMOLED panels in the notebook and automotive fields.As for the currently expanding capacity of flexible AMOLED panels, the market situation will depend on when foldable AMOLED mobile phones can come out. Foldable AMOLED mobile phones will not only bring innovations to the smartphone market, but also help panel makers consume considerable production capacity because screens of foldable mobile phones will be twice as large as traditional ones.
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Release time：2018-06-22 00:00 reading：1165 Continue reading>>
Smartphones, TVs Drive Surge in <span style='color:red'>AMOLED</span> Displays
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Smartphones, TVs Drive Surge in AMOLED Displays

　　The value of the global market for active-matrix organic light-emitting diode (AMOLED) panels is expected to reach $25.2 billion in 2017, an increase of 63 percent from 2016, thanks to growing use of AMOLED panels in smartphones and TVs, according to market research firm IHS Markit.　　According to Ricky Park, director of display research at IHS Markit, in addition to smartphones and TVs, the AMOLED panel market will also get a lift from rising demand in  head-mount displays and mobile PCs.　　AMOLED display use has rapidly risen in the smartphone market in particular as the flexible substrate allows phones to be produced in various designs with a lighter and slimmer bodies, IHS Markit said. Leading smartphone makers have competitively rolled out premium phones this year that boast a narrow bezel or nearly bezel-less designs, the firm noted.　　"The AMOLED display market is also expected to get a boost from Apple’s decision to use an AMOLED screen in its iPhone series to be released later this year, and Chinese smartphone makers’ moving to newer applications of AMOLED panels," Park said, in a press statement.　　Park said South Korean and Chinese display makers have been heavily investing in Generation 6 AMOLED fabs in order to increase capacity to meet the surging demand.　　The AMOLED TV panel market, the second largest market for AMOLED displays, is expected to grow to 1.5 million units this year, up from 890,000 units last year, according to IHS Markit's display demand forecast tracker. By 2021, the AMOLED panel market is projected to expand at a compound annual growth rate of 22 percent to exceed $40 billion, IHS Markit predicts.
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Release time：2017-07-07 00:00 reading：1028 Continue reading>>

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