OLEDREPORT – Ubiresearch

Publication of 2019 OLED Annual Report

2019년 February 12일/0 Comments/in OLEDREPORT /by Ubiresearch

The 2019 OLED report has significantly strengthened market and company trends compared to last year’s report. The additions are: 1) OLED industry hot issue analysis, 2) OLED panel maker business analysis, 3) production capacity analysis and forecast, and 4) demand and supply analysis.

In 2018, the market track, which is market data, was sold separately from the report. However, this year, the market track price will be greatly discounted and provided as a report and a set.

[Annual Report Set]

Annual report
Annual Market Data: Production Capacity, Market Performance, Demand Supply Analysis, Market Forecast, ASP
Quarterly Market Data: Production Capacity, Market Performance, Demand Supply Analysis, Market Forecast, ASP

– Additional quarterly data available

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3Q OLED Market Analysis and Future Outlook

2018년 November 19일/0 Comments/in OLEDREPORT /by UBI

OLED market performance was worse than the first quarter due to the low utilization rate of Samsung Display during the second quarter, and the industry was nervous. Lower utilization rates have a direct impact on material companies’ sales and lead to delayed investment at the A5 plant, at which future orders are expected. However, sales increased sharply as Samsung Display began production of flexible OLED for Galaxy 9 and iPhone XS from the third quarter. The company recorded the largest sales in the third quarter of this year, reaching US $ 8.3 billion, up US $ 1.17 billion from US $ 7.13 billion in the third quarter of last year.

<3Q AMOLED Market Track, UBI Research>

The company posted quarterly sales of 130 million units in the third quarter. The application that has contributed most to the increase in shipments is OLED for smartphones. Samsung Display sold 15 million units more than last quarter. The second largest application area is watch. Shipments have increased sharply owing to the new models of both Apple watches and Galaxy gears.

Due to the booming OLED TV market, LG Display is in short supply even though it operates its factory at its full capacity. The yield has already reached 85%. The company is expected to turn profitable in the fourth quarter as the depreciation of E4-1 line ended in the third quarter.

The OLED sales revenue in 2018 is projected to reach US$ 31.3 billion, up 18% from US$ 26.5 billion in 2017. Based on the results of the third quarter, 2019 sales are estimated at US $ 32.2 billion. This will be a 2.9% increase from the previous year.
Samsung Galaxy S, which is Samsung’s flagship product, is unlikely to have been sold before, and low-priced Galaxy J models use cheap LCDs instead of OLEDs. Apple is likely to adopt OLEDs more and focus on high-end smartphone market more than US$ 1,000, while Samsung Electronics is interested in the low-end smartphone market for less than US$ 250, shifting from OLED to LCD.

Foldable OLED Report

2018년 November 8일/0 Comments/in OLEDREPORT /by UBI

The required smartphone in the 5G communication era is a product with a 7-inch or larger display that supports 4K resolution. When the size of the mobile phone is more than 7 inches, the portability is degraded because it is similar in size to a small table PC. A smartphone capable of maximizing portability with a 7-inch or larger display is a foldable phone with foldable OLED.

Therefore, panel makers capable of producing foldable OLEDs, set-makers capable of selling foldable phones, and the companies capable of supplying the necessary materials and components to the foldable OLEDs and phones will be able to maintain their business after 2020. This report analyzes the success factors of foldable phone and foldable OLED development trend. Especially, it describes the development direction and supply chain analysis of Samsung Display, which occupies more than 95% of the total market. Also it predicts the future of foldable OLED through market forecast.

Automotive OLED Display Report

2018년 October 17일/0 Comments/in OLEDREPORT /by UBI

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

2018년 August 22일/0 Comments/in OLEDREPORT /by Ubiresearch

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

2018년 August 21일/0 Comments/in OLEDREPORT /by Ubiresearch

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.