Automotive OLED Display Report

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Audi pioneered a new market for OLEDs. For the first time as a car display, Audi used Samsung Display’s 5.7-inch rigid OLED as the rear seat remote display for the A8. It will also apply a 7-inch OLED display for its all-new electric Sports Utility Vehicle (SUV), the Audi e-tron®. One of its highlights is optional ‘virtual exterior mirrors’ which feature a small side-view camera instead of the existing side mirrors. The driver can view the images captured by the camera in real time through the OLED display.

LG Display is also in the final stage to supply 12.3-inch pOLED for the cluster and CID.

This report analyzes the reason why OLED is used as a display for automobile together with its development status and future market forecast.

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Quarterly OLED Market Report for TVs

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OLED TV still accounts for only a few percent of the global TV market. However, the sales volume of OLED TVs is gradually increasing to the typhoon level as they are in the premium TV market area of over US$ 2,000.

The OLED market report for TVs is designed to provide information to the companies involved in the OLED industry to accurately understand the changes in the large area OLED market and to anticipate future market directions.

The report analyzes the market of OLED for TVs, which are the flagship products of the OLED panel market, by reviewing quarterly performance and anticipating future market changes.

The report is based on Market Track data published by UBI Research every quarter.

 

 

In the second quarter of 2018, the substrate area of the OLED lines for TV is 1.12Mm2, which is unchanged from the first quarter. Due to the expansion of the Guangzhou plant in China, the annual substrate area in 2018 is to be 19.48Mm2, 31% increase from 14.8Mm2 in 2017.

OLED TV sales in the premium TV market continued to improve, resulting in WRGB OLED panel sales of US$ 460 million in the second quarter, up 21% from US$ 367 million in the previous quarter.

Second quarter WRGB OLED panel shipments in the second quarter totaled 720,000 units, up 19% from last quarter’s 580,000 units.

The market for OLED panel for TVs in 2018 is projected to be US$ 2.18 billion, which is expected to increase by 33% compared to US$ 1.45 billion last year.

 

The cost of manufacturing OLED panels for the second quarter was US$ 432 for 55-inch UHD OLED panels, while the 65-inch and 77-inch OLED panels cost US$ 967 and US$ 1,067 respectively. Only 77-inch panels are expected to be profitable.

 

The report covers production scale, market performance, market forecast, demand- supply analysis, and manufacturing cost analysis for production of OLED panels for TV. It is scheduled to be published quarterly.

 

Quarterly OLED Market Report for Smartphones

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The OLED market report for smartphones provides information that enables the companies involved in the OLED industry to accurately understand the changes in the smartphone OLED market and to anticipate future market directions.

The report analyzes the market of OLED for smartphones, which are the flagship products of the OLED panel market, by reviewing quarterly performance and anticipating future market changes.

It also provides the cost analysis for the components and materials that comprise the Galaxy S and the flexible OLED (including modules) of the iPhone.

The report is based on the data of the Market Track published by UBI Research every quarter.

 

In this report, the market performance, cost, and investment status of OLED for smartphones are analyzed quarterly to provide demand and market forecast. This will allow us to accurately understand the changes in the OLED market for smart phones in the rapidly changing OLED industry and predict future direction of OLED market.

 

The substrate area of the global OLED lines for Smartphone manufacturing in the second quarter was 3.49 Mm2, up 6.4% from 3.27 Mm2 in the first quarter and 30.1% higher than the second quarter of 2017. In 2018, the annual substrate area is to be14.8 Mm2, up 27% from 10.8 Mm2 in 2017.

Base on the analysis of the performances in the first and second quarter of 2018, OLED market for smartphones is expected to reach US$ 28.5 billion, up 14.9% compared to the US$ 24.2 billion in 2017. The operation rate of Samsung Display’s A3 line, which leads the OLED panel market, has gradually risen from the second quarter. And, it is expected to be operated more than 70% in the third quarter. Thus, the display materials market, including emitting materials, will continue to grow.

 

In the second quarter, OLED sales of Korean companies amounted to US$ 6.28 billion, accounting for 96.9% of total sales. China, which ranked the second, kept 3% portion, with the sales of US$ 190 million.

 

OLED Emitting Material Industry Report

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The report describes the development direction of panel makers for blue OLED + QDCF and BT.2020 standards…

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AMOLED Manufacturing Process Report

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The report analyzes the structure and manufacturing process by dividing AMOLED into small & medium-sized rigid OLED…

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2018 Annual OLED Display Industry Report

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Flexible OLED shipments are expected to exceed rigid OLED shipments in 2019. According to the ‘2017 Flexible OLED….

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Investment & MP Line Status

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The net area capacity of AMOLED production worldwide is expected to grow at a CAGR of 48% from 2018 to 2020.

As a result of analyzing the glass area based on the overall equipment capacity, the net area capacity of AMOLED mass production was 13 million square meters in 2017, and it is expected to grow more than three times to 40 million square meters in 2020.
The net area capacity of AMOLED mass production area is projected to grow from 4 million square meters in 2017 to 8.4 million square meters in 2020, and that of small and medium-sized AMOLED is to be increased about 3.5 times from 9.1 million square meters in 2017 to 32 million square meters in 2020.

In the Investment & MP Line Status of the report, data and graphs are provided in excel format by analyzing the investment status of the panel companies and the estimated investment time by production line.

Investment & MP Line Status Sample

 

Contents
1. Investment Data – Quarterly
 – Capa
– Glass Area

2. Investment Graph – Quarterly
 – Total Glass Area
– Glass Area By Company and Ratio
– Glass Area By Generation and Ratio
– Glass Area By Company_Small
& Medium and Ratio
– Glass Area By Substrate Type_Small
& Medium and Ratio
– Glass Area By Substrate Type_Large

 3. Investment Data – Yearly
 – Capa
– Glass Area

4. Investment Graph – Yearly
 – Total Glass Area
– Glass Area By Company and Ratio
– Glass Area By Generation and Ratio
– Glass Area By Company_Small
& Medium and Ratio
– Glass Area By Substrate Type_Small
& Medium and Ratio
– Glass Area By Substrate Type_Large

 

Flexible OLED Annual Report

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Flexible OLED Leading the OLED Panel Market from 2019

  • Flexible OLED is expected to ship 480 million units in 2019, surpassing Rigid OLED shipments.
  • Full-screen OLED among Flexible OLED is expected to have an average market share of 78.3% by 2022, dominating the market.
  • Foldable OLED is expected to ship in earnest from 2019.

Flexible OLED shipments are expected to exceed rigid OLED shipments in 2019. According to the ‘2017 Flexible OLED Annual Report’ published by Ubi Research, flexible OLEDs are expected to ship 480 million units in 2019, surpassing 409 million units of rigid OLED shipments. In addition, flexible OLED shipments will grow at a CAGR of 41% starting in 2018, reaching 1,285 million units in 2022 with forecasted revenue of US$ 59.4 billion.

<OLED Market Share Forecast by Substrate in 2018 ~ 2022>

Recently, as the hardware technology of mobile devices has been leveled up, set makers targeting the premium market are trying to differentiate their products by adopting OLED. Especially, set makers are beginning to introduce flexible OLED capable of full screen, as the needs of consumers who want a wider screen in mobile devices (even in the same sizes) on the increase.

Accordingly, panel makers are continuing to invest in flexible OLED mass production. Since Chinese panel makers such as BOE, CSOT and Visionox are expected to start mass production of Gen6 flexible OLED starting in 2018, flexible OLED shipments will likely grow at an average growth rate of 59% per annum, reaching 354 million units by 2022.

This report compares the structure and process of rigid OLED and flexible OLED, and analyzes the trends of technology development for foldable OLED implementation by layer. It also compares the flexible OLED application technology of Samsung Electronics, Apple, and LG Electronics which released mobile devices with full screen OLED. The report also forecasts the flexible OLED market from 2018 to 2022 by categorizing into various perspectives including flexible type, country and generation.

According to the report, full screen OLEDs of flexible OLEDs will ship 265 million units in 2018 with a market share of 82.1%, and 1,022 million shipments will be made in 2022, accounting for 79.5% of the market, leading the flexible OLED market. In addition, the foldable OLED, which has been receiving a great deal of attention recently, is expected to ship 5 million units from 2019 and 53 million units by 2022.

<Foldable OLED Shipment Forecast in 2018~ 2022>

 

Coverage

Contents
1. Executive Summary

2. Rigid OLED vs Flexible OLED
2.1 Structure
2.2 Process

3. Technology Development Trend for Foldable OLED
3.1 Expected Roadmap for Foldable OLED Implementation
3.2 Substrate
3.3 Bottom Protective Film
3.4 TFT
3.5 Encapsulation
3.6 Touch Screen Panel
3.7 Polarizer
3.8 OCA
3.9 Cover window

4. Development Direction of Major Flexible OLED Panel Companies
4.1 AU Optronics
4.2 BOE
4.3 EverDisplay Optronics
4.4 Tianma
4.5 Japan Display
4.6 LG Display
4.7 Samsung Display
4.8 Others

 5. Application of Flexible OLED Technology by Major Mobile Device Makers
5.1 Summary
5.2 Samsung Electronics
5.3 Apple
5.4 LG Electronics

6. Activities of Major Panel Companies
6.1 Mass Production Lines of Major Panel Companies
6.2 Panel Companies in Korea
6.3 Panel Companies in China
6.4 Others
6.5 Investment Status of Major Panel Companies

7. Flexible OLED Market forecast
7.1 Summary
7.2 Overall Market
7.3 Flexible OLED Market
7.4 Market by Flexible type
7.5 Market by Country
7.6 Market by Generation
7.7 Market by Size
7.8 Market by Encapsulation technology

There may be minor changes in the schedule.