Published AMOLED Process Report ver.2

The AMOLED Process Report analyzed the structure and manufacturing process by dividing AMOLED into small and large sizes. In addition, since the inspection process of small and medium-sized AMOLED has been diagrammed, this report enables companies in the OLED industry to understand the overall structure and core processes of AMOLED.

The AMOLED process report ver.2 adds new manufacturing processes including ver.1 and hole in active area (HIAA) OLED process and LTPO TFT process applied to Galaxy S10..

This report is an essential report for panel makers as well as equipment and component manufacturers to understand the recent AMOLED manufacturing process.

Contents
1. AMOLED Structure
1.1 Mobile device panel structure
1.2 TV device panel structure
1.3 Substrate
1.4 TFT
1.5 Color Filter
1.6 OLED Pixel
1.7 Encapsulation
1.8 Touch Screen Panel
1.9 Module
2. TFT Manufacturing Process
2.1 LTPS TFT manufacturing equipment layout
2.2 LTPS TFT basic manufacturing process
2.3 Galaxy S10’s LTPS TFT manufacturing process
2.4 Oxide TFT basic manufacturing process
2.5 LG OLEDTV’s Oxide TFT manufacturing process
2.6 TFT inspection and measurement process
3. OLED Pixel and Encapsulation Manufacturing Process
3.1 OLED Pixel and Encapsulation manufacturing equipment layout
3.2 Mobile Rigid OLED manufacturing process
3.3 Mobile Flexible OLED manufacturing process
3.4 TV WRGB device manufacturing process
3.5 Solution process OLED manufacturing process
3.6 OLED Pixel inspection and measurement process
3.7 Encapsulation inspection and measurement process
4. Cell Manufacturing Process
4.1 Cell manufacturing equipment layout
4.2 Mobile Rigid OLED manufacturing process
4.3 Mobile Flexible OLED manufacturing process
4.4 Cell inspection and measurement process

5. Module Manufacturing Process
5.1 Module manufacturing equipment layout
5.2 Mobile Rigid OLED manufacturing process
5.3 Mobile Flexible OLED manufacturing process
5.4 Module inspection and measurement process

6. New technology Manufacturing process
6.1 LTPO manufacturing process
6.2 Camera HIAA (hole in active area) manufacturing process
6.3 Flexible_on cell touch manufacturing process
6.4 Foldable module manufacturing process
6.5 QD-OLED manufacturing process

Publication of 2019 OLED Equipment Report

2019 OLED Equipment
Report (PDF 108p) Market Track(Excel)
· ASP
· Sales Performance
· Market Forecast
June Mar, Jun, Sep, Dec

Chinese panel makers are boldly investing in the 6G OLED line of the OLED market, which is being dominated by Samsung Display. Samsung Display is rushing to develop and invest in QD-OLED to capture the market for OLED TVs, which LG Display is currently soloing. At the same time, Samsung Display is putting OLEDs on the market with a variety of new technologies such as foldable OLED and hole in active area (HIAA) in order to prevent Chinese panel makers from catching up.
The OLED equipment report in 2019 details the latest OLED process technology, which is essential to analyze OLED equipment market forecasts. The new process analysis details Rigid HIAA OLED and Flexible HIAA OLED process technology and also describes Foldable OLED module and QD-OLED process.
This report also provides a detailed analysis of the supply chain of major panel makers. In particular, B7 and B11 of BOE have detailed equipment number and supply chain according to equipment capacity.
The equipment report includes a market track (Excel) that closely analyzes the market forecasts for each equipment.

OLED production capacity will increase to double in 2023.

UBI Research has published [2019 OLED Equipment Report] that forecasts the OLED equipment market. According to the report, the total substrate area of display companies in 2019 will be 34.9 million square meters, which will be 68.5 million square meters in 2023 and double after four years.

OLED substrate area growth is attributable to investments made by OLED lines for TVs driven by Samsung Display and LG Display. Currently, OLED manufacturing lines for TVs are 8G lines optimized for 55-inch panel production. However, the demand for premium TVs is shifting from 55-inch OLED TVs to 65-inch TVs. By 2021, the 65-inch OLED TV market will account for more than 40%. In response to these market conditions, LG Display is preparing to invest 10.5G lines in the most efficient production of 65-inch panels. In 2023, the substrate area of a large OLED line is expected to occupy 42% of the total substrate area.

<OLED production capacity by generation>

The substrate area of the 6G line is expected to grow to 13 million square meters this year and to 19.3 million square meters in 2023. Most of this is due to investment by Chinese panel makers. In China, the smartphone market accounts for about 40% of the global market, so Chinese smartphone makers have a very high market share based on the domestic market. Huawei has recently become the world’s second-largest shipper based on its domestic market. Chinese panel makers are boldly adding a 6G flexible OLED line to Chinese smartphone makers, with the Chinese government’s huge support.

<OLED production capacity by country>

In 2019, Korea’s OLED production capacity (substrate area) will total 27.9 million square meters, accounting for 80% of its total production capacity and expanding to 54.8 million square meters by 2023. The market share will remain at 80% and lead the OLED industry.

Chinese panel makers are expected to stay at around 20% as they are investing only in OLED production lines for mobile device.

The OLED manufacturing equipment market (excluding logistics equipment) is estimated at $ 28.4 billion for four years from 2019 to 2022 due to investment by Korean and Chinese panel makers. Among them, the sixth-generation equipment market is expected to account for 61% of the total equipment market, at $ 17.2 billion.

<Equipment Market Forecast by Generation (2019 ~ 2022)>

Publication of 2019 OLED Components and Materials Report

Material and Component
22019 OLED Material and Component Report
PDF(67p)
OLED Material and Component Market Track
· ASP
· Sales Performance
· Market Forecast
April Mar, Jun, Sep, Dec

The picture quality of the LCD depends on the characteristics of backlight and TFT, liquid crystal, color filter and optical film including polarizer, but the OLED is determined by the materials constituting the TFT, the light emitting material and the module.
Typical display performance is evaluated as image quality, but the mechanical characteristics of the foldable OLED are also very important. Durability evaluation of foldable OLED is more strict than flexible OLED because diverse films constituting foldable OLED module should not be denatured at the folded part of the screen.
This report deals with the structure of the foldable OLED, which is the subject of the recent major panel makers’ commercialization, and it contains detailed investigation about the various films that make up the display.

AMOLED components and materials market grew to $ 24.15 billion in 2023

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.

As a result of UBI Research’s panel makers’ operation rate analysis due to OLED plant expansion and supply and demand, the market for various component materials (excluding light emitting materials) that make up OLEDs is expected to reach $13.9 billion in 2019 and expand to $ 24.15 billion in 2023.

Recently, as the production of foldable OLED has started, various kinds of films that are not applied to LCD are emerging as core materials.

In the [2019 OLED Components and Materials Report] published by UBI Research, we examined the foldable OLED structure of Samsung Display, LG Display, and BOE, and analyzed the thickness and characteristics of the films that make up the module.

In the OLED components and materials market, components for TV OLEDs will grow rapidly to reach $ 19.1 billion in 2023 and lead the OLED industry.

Publication of 2019 OLED Emitting Material Report

Emitting Material
2019 AMOLED Emitting
Material Report

PDF(74p)
OLED Emitting Material Market
· ASP
· Sales Performance
· Market Forecast
March Mar, Jun, Sep, Dec

In 2018, Visionox is expected to begin production of flexible OLED panels in 2019 following the successful shipment of BOE’s flexible OLED panels. As Chinese display makers have proven to be able to produce flexible OLEDs, Visionox and Tianma, including BOE, are hurrying to invest in additional lines, which will lead to an increase in the consumption of emitting materials by Chinese panel makers.
In addition, Samsung Display is expected to convert the 8G LCD line into a QD-OLED line to produce large OLED panels for TVs, and the blue OLED market will become hot.
The OLED Emission Material Report in 2019 focuses on the Chinese OLED emitting material market and the QD-OLED emitting material market, covering the latest OLED emitting material development trends and company trends.
This report is provided with Market Track. There are two types of Market Track: yearly market data and quarterly market data.