OLED Emitting Material Industry Report

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

AMOLED Manufacturing Process Report

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

2018 Annual OLED Display Industry Report

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

Investment & MP Line Status

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

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.

2017 Inspection and Measuring Equipment Report for OLED Mobile Device

AOI equipment market for OLED mobile devices is expected to reach US $ 23.3 billion by 2021

AOI equipment used for small and medium-sized OLED inspection is non-contact inspection equipment that analyzes the presence of defects by irradiating the product with light and measuring the difference in the amount of the reflected light. The AOI equipment detects not only pattern defects by recognizing the difference through comparison of repeated patterns but also foreign objects on mask and substrate before and after LLO process.

As a result, AOI equipment is used in almost all OLED processes such as TFT pattern inspection, mask particle inspection, OLED pixel inspection, encapsulation inspection, and pre-and after LLO substrate inspection.

HB Technology, DIT, and LG PRI are major AOI equipment manufacturers. HB Technology, DIT and LG PRI produce almost all AOI equipment used for OLED process, whereas HIMS mainly produces AOI for mask foreign object inspection.

According to the ‘2017 Inspection and Measuring Equipment Report for OLED Mobile Device’ recently published by UBi Research, the market for inspection and measuring equipment in the entire OLED equipment market is estimated to be US $ 6.63 billion (about KRW 7.3 trillion) from 2017 to 2021. Among them, AOI equipment market is expected to be US $ 2.33 billion.

When it comes to processes, the AOI equipment market for TFT process is expected to create the biggest market of US $ 1.36 billion, and the AOI market for OLED pixel process, encapsulation and cell process will be US $ 430 million, US $ 390 million and US $ 160 million, respectively.

UBi’s Researcher, Yoon Dae Jeong said, “We can discover the added value of AOI equipment in that AOI equipment can improve yield by detecting and repairing defects during the OLED process and reduce the quality cost by preventing the further process of defective products.“ “With the technological development of AOI equipment, panel manufacturers are also actively introducing AOI equipment, and the AOI market is expected to grow even larger, as the inspection items are increasingly being strengthened.”

<2017 ~ 2021 OLED Mobile AOI Equipment Market Forecast>

Coverage

1. OLED process analysis (Substrate, TFT, OLED, Encapsulation, Cell)
2. Supply chain of major panel companies (LG Display, Samsung Display)
3. Market Trend

  • Analysis period of inspection and measuring equipment market for OLED mobile device: 2017 – 2021
  • Contents analyzed: OLED inspection and measuring equipment market (total market, by structure, by test item, by equipment, AOI equipment, Laser Repair equipment)

Contents

1. Executive Summary

2. Outline for OLED Inspection and Measurement
2.1 Importance of Inspection and Measurement
2.2 OLED Inspection and Measurement
2.3 OLED Inspection and Measuring Equipment

3. Inspection and Measuring Equipment for Substrate and TFT
3.1 Substrate
3.2 TFT

4. OLED pixel Inspection and Measuring Equipment
4.1 Fine Metal Mask
4.2 OLED pixel

5. Encapsulation Inspection and Measuring Equipment
5.1 Thin Film Encapsulation
5.2 Hybrid Encapsulation

6. Cell Inspection and Measuring Equipment
6.1 Laser Lift Off
6.2 Cell Cutting

7. Supply Chain of Major Panel Companies
7.1 Inspection and Measuring Equipment by Process
7.2 Supply Chain for OLED Panel Makers

8. Activities of Major Panel Companies
8.1 Mass Production Lines of Major Panel Companies
8.2 Panel Companies in Korea
8.3 Panel Companies in China
8.4 Others
8.5 Investment Status of Major Panel Companies

9. Market forecast for OLED Inspection and Measuring Equipment
9.1 Summary
9.2 Market Forecast for Total Inspection and Measuring Equipment
9.3 Inspection and Measuring Equipment Market by Structure
9.4 Inspection and Measuring Equipment Market by Test Item
9.5 Market by Inspection Equipment and Measuring Equipment
9.6 Market Forecast for AOI
9.7 Market Forecast for Laser Repair

There may be minor changes in the schedule.

2017 Solution Process OLED Annual Report

Solution Process OLED, Max. 40% Decrease in Component Material Cost Possible Compared to WRGB

According to 2017 Solution Process OLED Annual Report published by UBI Research, when solution process (ink-jet printing) is applied to large area OLED, it could reduce up to 40% of component material cost, and approximately more than 18% of production cost compared to WRGB process that uses evaporation method.

Solution process is a technology that can manufacture RGB pixel structure of large size OLED panel without cutting mother glass using Gen8 manufacturing equipment or larger.

UBI Research analyst Hyunjun Jang explained that the solution process applied OLED has a simpler panel structure with 5 layers compared to 20 layers of WRGB OLED. WRGB OLED process material usage efficiency is only at 40% but solution process application could increase this to over 90%. Jang added that the lack of color filter is a factor that could decrease panel production price by reducing development cost. Particularly, this can greatly reduce emitting materials usage which occupies much of materials cost and contribute considerably to the fall in production cost. Furthermore, he added that cost setting of soluble emitting material per gram will be an important factor in production cost decrease and emphasized that organic material usage greatly decreases when soluble emitting materials are used but must consider price increase due to solvent cost, production cost, and development cost.

Solution process technology continues to receive attention as a key technology that can lead popularization of large area OLED, and key AMOLED panel companies are carrying out development.

In terms of technology, solution process OLED has lower emitting efficiency and short lifetime as diverse solvent is added to existing evaporation materials to transform into ink leading to low purity. This has been an important issue for panel and material companies for past several years. To improve this, DuPont, Merck, Sumitomo Chemical and others have been actively developing soluble OLED emitting materials. Much like evaporation materials, blue materials showed particular difficulty in performance improvement. However, at present significant portion of technology development has been carried out and investigation shows approximately 80% of lifetime and efficacy of has been achieved compared to evaporation materials.

2017 Solution Process OLED Annual Report compared and analysed WRGB OLED and solution process OLED’s competitiveness in terms of process, materials, and cost. Key issues, soluble OLED emitting materials development status, key companies’ trend, and solution process OLED market are analysed from various perspectives.

<Source: WRGB OLED and solution process OLED production cost comparison, UBI Research 2017 Solution Process OLED Annual Report>

Coverage

1. Competitiveness comparison of Solution Process and Evaporation (process, material, cost)
2. Solution Process key issues (Jetting formation, Ink formation, Intermixing, Material Performance, High Resolution, QLED)
3. Development trend analysis of light emitting material for Solution Process OLED (Lifetime, Efficiency)
4. Major companies’ trend of Solution Process (LG Display and other 14 companies)
5. Market Trend

  • Solution Process OLED related market analysis period: 2017 – 2021
  • Analysis contents:
    – Possibility of Solution Process market entry (Size trend change, Applicability, Market forecast scenario)
    – Solution Process OLED Panel market (Total shipment, total revenue)
    – Mid-large OLED Panel market (Total, by size)
    – Market of light emitting material for Solution Process OLED (Common material, emitting material, soluble material, evaporation material)
    – Equipment market for Solution Process OLED (Total, by country, by generation, by encapsulation method)

Contents

1. Executive Summary

2. Solution Process Outline
2.1 Solution Process Definition and Categorization
2.2 Solution Process Expected Effect
2.3 Solution Process Applicable Sector

3. Solution Process and Evaporation Competitiveness Comparison
3.1 Outline
3.2 Process
3.3 Material
3.4 Cost

4. Solution Process Key Issues
4.1 Outline
4.2 Jetting Formation
4.3 Ink Formation
4.4 Intermixing
4.5 Material Performance
4.6 Others
4.7 QLED

5. Development Trend Analysis of Emitting Material for Solution Process OLED
5.1 Outline
5.2 Efficiency
5.3 Lifetime
5.4 Summary

6. Trend Analysis of Key Solution Process Companies
6.1 Panel Companies’ Large Area Business Status and Development Trend
6.2 Soluble Emitting Material Companies
6.3 Ink-jet Printer Companies

7. Solution Process OLED Market Forecast
7.1 Outline
7.2 Solution Process Market Entrance Prospect
7.3 Solution Process OLED Panel Market
7.4 Medium to Large Size OLED Panel Market
7.5 Solution Process OLED Use Emitting Material Market
7.6 Solution Process OLED Use Manufacturing Equipment Market

8. Solution Process Development History Analysis
8.1 OLED
8.2 QLED

There may be minor changes in the schedule.

2017 OLED Lighting Annual Report

UBI research publishes 2017 OLED lighting report
: LG Display, ready to mass-produce OLED light panel, expecting OLED lighting market to grow fast

  • LG Display starts mass production of 5G OLED panel for lighting from the end of September
  • OLED lighting panel market is projected to grow from US$ 1.9billion in 2021 to US$ 5.8billion by 2025

LG Display will start mass production of 5G OLED light panels from the end of September, therefore attention is focused on whether the OLED lighting market is growing rapidly. According to LG Display, monthly production capacity is 15K, and it is to be increased to 90K later.

According to the ‘2017 OLED Lighting Annual Report’ published by UBI Research on August 8, the global OLED lighting panel market is expected to grow to about US$ 1.9 billion by 2021. Furthermore, it is projected to have a CAGR of 85% for the period 2017-2025, and form a market of US$ 5.8 billion in 2025.

Because OLED lighting is thin, light and flexible, it does not limit the installation space and has excellent design autonomy. In addition, OLED lighting is used for automotive, exhibition, and medical as well as general indoor lighting because it can create a comfortable atmosphere with little heat and flicker.

However, the market for OLED lighting has been slower than that of OLED display, which is widely applied to mobile devices and TVs. Osram focuses primarily on automotive OLED lighting, and Philips sold its OLED lighting division to OLEDWorks. Also, Japanese panel makers such as Sumitomo Chemical and Konica Minolta have developed OLED lighting for industrial and medical applications. Nevertheless, it seems to take time for OLED lighting to become eventually a large market.

With LG Display’s mass production of Gen5 OLED line, the price of OLED light panel is estimated to drop below US $ 10 (100 x 100 mm). The significant price competiveness might enable OLED panels to be applied to various areas such as automobile and display lighting as well as indoor lighting. Owing to this expectation, attention is focused on whether the OLED lighting market, showing signs of slow growth, can be materialized.

UBI Research predicted that LG Display would account for about 70% of the world’s lighting OLED panel market in 2017, and will continue to lead the OLED lighting panel market with a 50% market share in 2020.

Meanwhile, ‘2017 OLED Lighting Annual Report’ describes trends of next-generation lighting market, promising applications, cost analysis upon the investment of LG Display and forecast of OLED lighting market. Since it analyses particularly OLED lighting market, materials market, and equipment market forecasts for OLED lighting from various perspectives, it is expected to help the related companies identify the OLED lighting market.

<Sales forecast for total OLED lighting panels>

Coverage

1. Next-generation lighting market trend (Overall, LED, OLED)
2. prospective application analysis of OLED light source (for vehicle, aviation, interior, medical, exhibition and others)
3. Major OLED Light Source manufacturers trend (16 companies including LG Display)
4. Cost Analysis of OLED Light source (overview, unit cost analysis, material cost analysis)
5. Market Trend

  • OLED Light Source Market Analysis Period: 2017 – 2025
  • Contents: OLED Light source market outlook (overview, overall market, application market, market by substrate)
    – OLED Light Emitting Materials Market Outlook (overview, overall market, Market by stack )
    – OLED Light Source component material market outlook (overview, overall market, substrate, encapsulation material, electrode material / chemical material, optical extraction film)
    – OLED Light Source Equipment Market Forecast (overview, overall markets, market by country)

Contents

1. Executive Summary

2. Next Generation Lighting Market
2.1 Total Lighting Market Forecast
2.2 LED Lighting Market Trend
2.3 OLED Lighting Panel Market Trend

3. Analysis of promising Applications for OLED Lighting Panel
3.1 Automotive
3.2 Aviation
3.3 Interior
3.4 Medical
3.5 Exhibition
3.6 Others

4. Activities of Major OLED Lighting Panel Companies
4.1 LG Display
4.2 OSRAM
4.3 OLEDWorks
4.4 Sumitomo Chemical
4.5 Kaneka
4.6 Lumiotec
4.7 Konica Minolta
4.8 NEC Lighting
4.9 Others

5. Development History Analysis of Major OLED Lighting Panel Companies
5.1 LG Display
5.2 OSRAM
5.3 OLEDWorks
5.4 Kaneka
5.5 Lumiotec
5.6 Others

6. Cost Analysis of OLED Lighting Panel
6.1 Outline
6.2 Cost Analysis
6.3 Material Cost Analysis

7. Market Forecast for OLED Lighting Panel
7.1 Outline
7.2 Total Market
7.3 Market by Application
7.4 Market by Substrate

8. Market Forecast for OLED Light Emitting Material
8.1 Outline
8.2 Total Market
8.3 Market by Stack

9. Market Forecast for OLED Light Components and Materials
9.1 Outline
9.2 Total Market
9.3 Substrate
9.4 Encapsulation Material
9.5 Electrode Material / Chemical Material
9.6 Light Extraction Film

10. Market Forecast for OLED Lighting Panel Equipment
10.1 Outline
10.2 Total Market
10.3 Market by Country

There may be minor changes in the schedule.