2017 AR and VR Display Market Report

UBI Research Publishes AR and VR Display Market Report:
AR and VR Market, Active Expansion in 2019 – What Propels the Growth?

  • Forecast of US$ 58,700 million of total revenue of AR and VR in 2021
  • Active expansion expected in 2019 with UHD contents mass production and fast transfer of large size content for VR through introduction of 5G

With recent ICT (Information and Communication Technologies) progress, fourth industrial revolution is receiving attention as the new growth engine. Along with the increased interest in augmented reality (AR) and virtual reality (VR), products such as Oculus Rift and Gear VR continue to be released.

Released AR products include glass types such as Microsoft’s HoloLens and Google’s Google Glass. HMD (Head Mounted Display) based VR type products include Oculus VR’s Oculus Rift, HTC’s Valve, and Sony’s PlayStation VR, and smartphone based VR types include Samsung Electronics’ Gear VR.

According to AR and VR Display Market Report published by UBI Research on 7th, AR and VR product shipment is expected to record 17 million units in 2017 with US$ 3,900 million revenue. UHD contents mass production and introduction of 5G for fast processing large size VR content are expected from 2019. Accordingly, total shipment of AR and VR products is estimated to increase at approximately 54% CAGR, and show 96.4 million units of shipment and US$ 58,700 million revenue.

The report divided the market by product and display for AR and VR market analysis, which is further categorized into AR and VR product total market, market by VR product, AR and VR use display total market, AR and VR use OLED, and market by other display type.

For immersive virtual reality experience without dizziness, display conditions such as latency, FOV, refresh rate, and high resolution were selected as key issues and were analyzed. AR and VR products released between 2014 and 2016 were arranged by types, categorized by display type and key companies and analyzed.

Furthermore, business status of key IT companies, including Apple and Facebook, is included handling AR and VR product release status, related patent, and related company takeover. With the information on key panel companies’ AR and VR product exhibition status, the report is expected to be conducive to understanding key trends of related companies.

UBI Research estimates AR and VR use OLED shipment to be 2.6 million units in 2017, with 2.4 million units of other displays. OLED is expected to show 52% of market share with 48% of other display. In 2021, AR and VR use OLED is expected to show shipment of 52 million units and occupy 80% of the market.

<Shipment Forecast by AR and VR use Display Type>

 

Coverage

1. AR and VR use display requirements(outline, latency, refresh rate, FOV, high resolution)

2. AR and VR product exhibition trend of key panel companies(Korea, China, Japan, Taiwan)

3. Market Trend

  • Total AR and VR display market analysis period: 2017 – 2021
  • Analysis content: AR and VR product market, VR product market by type, total AR and VR use display market, AR and VR display market by type

Contents

1. Executive Summary

2. AR and VR Outline
2.1 Definition
2.2 Components
2.3 Applicable Business Sector

3. AR and VR use Display Requirement
3.1 Outline
3.2 Latency
3.3 Refresh Rate
3.4 FOV (Field Of View)
3.5 High Resolution

4. AR and VR use Display Trend
4.1 LCD
4.2 Micro LED
4.3 OLED

5. AR and VR Product Trend
5.1 Product Type
5.2 AR Product Trend by Year
5.3 VR Product Trend by Year
5.4 LCD VR and OLED VR Comparison Analysis
5.5 VR Product Comparison

6. AR and VR Business Promotion Status of Key IT Companies
6.1 Apple
6.2 Facebook (Oculus VR)
6.3 Google
6.4 HTC (Valve)
6.5 LG Electronics
6.6 Microsoft
6.7 Royole
6.8 Samsung Electronics
6.9 Sony

7. AR and VR Production Exhibition Trend of Key Panel Companies
7.1 Korea
7.2 China
7.3 Japan
7.4 Taiwan

8. AR and VR Display Market Forecast
8.1 AR and VR Product Market
8.2 VR Market by Type
8.3 AR and VR use Display Total Market
8.4 AR and VR use Display Market by Type

 

There may be minor changes in the schedule.

 

2017 OLED Manufacturing Equipment Annual Report

  • The OLED equipmentmarket is expected to reach $84.9 billion in 5 years.
  • Korean and Chinese panel companies will take over 90% of investment in panel equipment.

According to ‘2017 OLED Manufacturing Equipment Annual Report’ published by UBI Research, the entire equipment market of OLED is expected to total$84.9 billion(about 93trillion KRW) from 2017 to 2021. In 2017, $16.4 billion(about 18 trillion KRW) will be invested in OLED equipment.

The OLED equipment for the market analysis is largely categorized by process into 5 kinds of equipment; TFT, OLED, encapsulation, cell, and module. The investment costs including distribution equipment and test equipment of each process are calculated, and touch-related equipment is excluded from the market analysis.

Hyun Jun Jang, a senior researcher of UBI Research forecasts that the two countries will lead the OLED market due to the massive investment from both Korean panel companies occupying the OLED industry and latecomers Chinese panel companies.

According to this report, China and Korea will actively invest in OLED equipment from 2017 to 2017, showinga 48% and a 42% OLED market share, respectively. In particular, the two countries are expected to make the largest investment of $32.8 billion(about 36 trillion KRW) in 2017 and 2018.

Samsung Display has been expanding small and medium OLED lines to be applied to Galaxy series and Apple, and LG Display has been investing in both small & medium and large-size OLED lines. China’s BOE and CSOT are likely to invest heavily in OLED line because especially BOE has decided to invest more than 30K in small and medium OLED lines every year since 2017.


From 2017 to 2021, itis forecast that TFT equipment, OLED pixel patterning equipment, encapsulation equipment, cell equipment, and module equipment will have a 45%, 17%,13%,13%, and 12% market share, respectively. In near future, the demand for flexible OLED will be likely to increase so that cell and module equipment will gain more importance having a 25% market share.

Coverage

1. Process Analysis (Substrate, TFT, OLED, Encapsulation, Cell, Module)

2. Major Panel Companies’ Investment Trend (Korea, China, Japan, Taiwan)

3. Market Trend

  • Period of AMOLED  Panel Market Analysis : 2017 – 2021
  • Analysis Contents : Total market, TFT equipment market, OLED equipment market, Encapsulation equipment market, Cell equipment market, Module equipment market,

Contents

1. Executive Summary

2. Substrate and TFT Process Analysis
2.1 Flexible OLED Use Substrate
2.1 LTPS TFT
2.2 Oxide TFT

3. OLED Pixel Process Analysis
3.1 RGB OLED
3.2 WRGB OLED
3.3 Solution Process OLED

4. Encapsulation Process Analysis
4.1 Frit Glass Encapsulation
4.2 Thin Film Encapsulation
4.3 Hybrid Encapsulation

5. Cell Process Analysis
5.1 Laser Lift Off
5.2 Laser Cell Cutting

6. Module Process Analysis
6.1 Touch Screen
6.2 Polarizer
6.3 Driver IC
6.4 Cover Window

7. Key Panel Manufacturing Equipment Supply Chain
7.1 Samsung Display
7.2 LG Display
7.3 Summary

8. Key Panel Companies’ Investment Trend
8.1 Key panel companies’ investment trend
8.2 Korea
8.3 China
8.4 Japan
8.5 Taiwan

9. Manufacturing Equipment Market Forecast
9.1 Outline
9.2 Total market
9.3 TFT manufacturing equipment market
9.4 OLED pixel formation equipment market
9.5 Encapsulation manufacturing equipment market
9.6 Cell manufacturing equipment market
9.7 Module manufacturing equipment market

10. Manufacturing Equipment Company Matrix
10.1 Front-end OLED process
10.2 Back-end OLED process

There may be minor changes in the schedule.

 

2017 AMOLED Emitting Material Report

[Expect to hit 1 trillion won in AMOLED emitting material market]

Following the success of Galaxy S Series using AMOLED, Apple’s iPhone has started to use flexible AMOLED as its basic display, resulting in the spike in demand for Chinese smartphone companies’ AMOLED.

With this market trend, the emitting material market for AMOLED is expected to reach 1 trillion won this year.

Hyun Jun Jang, senior researcher of UBI Research forecast that the emitting material market will reach $960 million in 2017 and increase to $33.6 billion in 2021.

<Emitting Material Market Forecast>

According to Hyun Jun Jang, senior researcher, Apple’s AMOLED emitting material market is expected to account for $560 million among $33.6 billion of total emitting material market, and Korea will capture 70% as it is leading the AMOLED panel market while creating a 23.8 billion-dollar market.

 

Contents

1. Executive summary

2. 2017 AMOLED industry and emitting materials market forecast
2.1 Capa. analysis of 2017 forecast AMOLED mass production line
2.2 2017 forecast emitting material demand volume

3. Chinese AMOLED market and emitting materials market analysis
3.1 Chinese AMOLED market status
3.2 Chinese AMOLED emitting materials market forecast
3.3 Mobile device use Chinese AMOLED emitting materials market forecast
3.4 TV use Chinese AMOLED emitting materials market forecast

4. Apple directed emitting materials market analysis
4.1 Apple directed emitting materials market analysis

5. Analysis of 2016 AMOLED emitting materials market share by company
5.1 2016 AMOLED emitting materials revenue analysis
5.2 Red Host
5.3 Green Host
5.4 Blue Host
5.5 HTL
5.6 ETL
5.7 Dopant
5.8 Others

6. Key AMOLED emitting materials price trend analysis

7. Supply chain and panel structure analysis
7.1 Samsung Display AMOLED structure history
7.2 Samsung Display mobile device use supply chain by AMOLED structure
7.3 LG Display AMOLED structure history
7.4 LG Display supply chain by AMOLED structure

8. AMOLED emitting materials demand volume forecast
8.1 Outline
8.2 Total demand volume analysis
8.3 Common layer and emitting layer demand volume forecast
8.4 Demand volume forecast by pixel structure
8.5 Samsung Display demand volume forecast
8.6 LG Display demand volume forecast
8.7 Apple directed demand volume forecast
8.8 Chinese panel companies demand volume forecast
8.9 Large size AMOLED TV directed demand volume forecast

9. AMOLED emitting materials market forecast
9.1 Total market forecast
9.2 Common layer and emitting layer market forecast
9.3 Market forecast by country
9.4 Market forecast by application
9.5 Market forecast by pixel structure
9.6 Market forecast by key panel company

10. Key AMOLED emitting material companies revenue analysis
10.1 Total revenue analysis
10.2 AMOLED emitting material companies revenue analysis by year
10.3 Summary

11. Key AMOLED emitting material companies’ Korean patent trend analysis
11.1 Outline
11.2 2016 AMOLED emitting materials patent analysis
11.3 Summary

12. Key AMOLED emitting materials companies competitiveness analysis
12.1 2016 performance
12.2 Patent
12.3 Supply product
12.4 2017 forecast business capacity
12.5 Summary

There may be minor changes in the schedule.

 

2017 Components & Material Market for Mobile Market Device

[New OLED report] Market report on AMOLED Component and Material for mobile devices.

UBI Research published AMOLED component and material report for mobile devices. The report forecasted the future market by selecting 16 key component and material among the various component and material required for producing rigid AMOLED and flexible AMOLED for mobile devices.

According to the report, first, it is classified that the glass required for producing AMOLED for mobile is for substrate, encapsulation and carrier which is supporting PI substrate for producing flexible AMOLED essentially and the market is expected to reach US$ 91 million in 2017. In 2021, it is expected to grow up to US$ 236 million which is 2.6 times more than current.

The report also forecasted about the cover window market attached to outermost of AMOLED through a detailed analysis. The cover window market is expected not only for the 2D cover window for rigid AMOLED and the 3D cover window for flexible AMOLED currently used but for the plastic cover window market which is essential for a foldable smart phone in the future.
The cover window market of these 3 types is expected to grow rapidly with the growth of the flexible AMOLED market and to reach US$ one billion in 2020.

Contents

1. Executive Summary (4)

2. Trend Analysis of AMOLED Component Material for Mobile Device (7)
1) Rigid AMOLED
2) Flexible AMOLED

3. Market Forecast of Total AMOLED Component Material for Mobile Device (18)
1) Total Component Material Market
2) Glass Market
3) Bank Use Material Market
4) Planarization Layer Use Material Market
5) Encapsulation Use Material Market
6) Polarizer Market
7) Touch Market
8) Adhesive Market
9) Cover Window Market

4. Market Forecast of Rigid AMOLED Key Component Material for Mobile Device (32)
1) Total Rigid AMOLED Use Component Material Market
2) Bank Use Material Market

3) Planarization Layer Use Material Market
4) Frit Glass Market
5) Touch Market
6) Optically Clear Resin Use Material Market
7) Polarizer Market
8) Cover Window Market

5. Market Forecast of Flexible AMOLED Key Component Material for Mobile Device (45)
1) Total Flexible AMOLED Use Component Material Market
2) Polyimide Market
3) Bank Use Material Market
4) Planarization Layer Use Material Market
5) Thin Film Encapsulation Use Material Market
6) Touch Market
7) Optically Clear Adhesive Market
8) Polarizer Market
9) Cover Window Market
10) Colorless Polyimide Market

There may be minor changes in the schedule.

 

2017 OLED Display Annual Report

Samsung Display‘s Share in the Smartphone AMOLED Panel Market Will Reach 70% by 2020.

According to “2017 OLED Display Annual Report”, published by UBI Research, AMOLED panel market for smartphone is estimated to create approximately US$ 57,000 million market by 2020, and Samsung Display will accounts for 71% of the total.

2017 Smartphone AMOLED panel market is expected to increase significantly, due to the increase in Apple’s iPhone launch with flexible AMOLED panel and Chinese set companies’ shipment of OLED smartphones.

Accordingly, Samsung Display has started investing in a large-scale production line of flexible AMOLED panel, and is likely to invest in a larger-scale production line expanded from 2016, to satisfy the increasing demand for flexible AMOLED panel. In addition, not only LG Display but also Chinese and Japanese panel companies are investing in the production lines of flexible AMOLED panel or reviewing their investment, which forecasts that the Smartphone AMOLED panel is expected to grow substantially.

Based on this investment, “2017 OLED Display Annual Report“ sees that the Smartphone AMOLED panel that was 374.4M in 2016 is expected to record an average annual growth rate of 38.8%, 519.7M markets in 2017 and 39.8%, 1,422M markets by 2020.

In particular, Samsung Display will stay competitive based on its high resolution, flexible AMOLED panel technology, and aggressive investment, and is evaluated to be able to have more than 70% of market share after 2018 when later companies will begin the production of OLED panels in earnest.

Meanwhile, “2017 OLED Display Annual Report” described 2017 OLED production line capa analysis, AMOLED application trend, major panel companies’ recent trend and investment, and supply chains to show a big trend in the OLED industry. Besides, it is expected to help the companies to understand market by analyzing AMOLED panel market performance from 2011 and market prospect up to 2021, from a variety of perspectives.

Coverage

1. AMOLED-used Product Trend(OLED TV, Smart phone, Tablet PC / Monitor, Smart watch, and VR / AR)

2. Major Companies’ Trend

  • Panel Company Trend : Samsung Display etc., 11ea companies
  • Panel Company’s Investment Trend : Samsung Display etc., 11ea companies

3. Market Trend

  • Overall AMOLED Panel Market Analysis Period: 2017 – 2021
  • Analysis Contents : Overall Market, Market by Size, Market by Country, Market by Board

Contents

1. Key Summary

2. 2017 OLED Production Line Capa. Analysis

3. AMOLED-used Product Trend
3.1 OLED TV
3.2 Smart phone
3.3 Tablet PC / Monitor
3.4 Smart watch
3.5 VR / AR

4. AMOLED Panel Company Trend
4.1 AUO
4.2 BOE
4.3 CSOT
4.4 EverDisplay Optronics
4.5 Japan Display
4.6 JOLED
4.7 LG Display
4.8 Samsung Display
4.9 Tianma
4.10 Visionox
4.11 ROYOLE

5. AMOLED Panel Company’s Investment Trend
5.1 Major Panel Companies’ Investment Forecast(2016~2017)
5.2 Korea
5.3 China
5.4 Japan
5.5 Taiwan

6. Supply Chain & Panel Structure Analyis
6.1 Samsung Display
6.2 LG Display
6.3 Synthesis

7. Quarterly AMOLED Performance Analysis
7.1 Overall Market
7.2 Market by Company
7.3 Market by Application
7.4 Market by Board
7.5 ASP

8. Half-yearly AMOLED Permormance Analysis
8.1 Overall Market
8.2 Market by Company
8.3 Market by Application
8.4 Market by Board
8.5 ASP

9. Annual AMOLED Performance Analysis
9.1 Overall Market
9.2 Market by Company
9.3 Market by Application
9.4 Market by Board
9.5 ASP

10. AMOLED Panel Market Forecast(2017~2021)
10.1 Overall Market
10.2 Market by Size
10.3 Market by Country
10.4 Market by Board

There may be minor changes in the schedule.

 

Automotive Display Report – Application & Market Trend Analysis and The Market Forecast

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Automotive Display OLED Panel, Expected to be Applied from 2018, Lifetime a Key Issue

Following mobile device and TV, OLED panel is expected to be actively applied to automotive display.

In CES 2017, it was clearly shown that flexible OLED is established as the key product for automotive display in pre-event Chrysler Conference. (Ref: http://www.olednet.com/ces2017-media-day-automotive-chrysler-potal/ )

According to Automotive Display Report – Application, Market Trend Analysis and the Market Forecast, published by UBI Research, OLED panel is expected to be actively applied to vehicle’s cluster or CID. Based on the superior picture quality and flexibility, the Report estimated it will first be applied to premium vehicles.

Automobile companies are attempting to differentiate themselves through environmentally friendly, connected, smart, and autonomous driving concepts. As such vehicle interior interface is also changing. Particularly, as connected, smart, and driver-less vehicles are advancing, diverse information has to be relayed and processed, and existing analogue method has limitations. Therefore, display’s function in automotive is becoming more important, and display sector is gradually expanding. In particular, cluster and CID have many curves and there is difficulty in large area rectangular shaped display application. As such, flexible display’s importance is being emphasized.

AMOLED panel, based on fast response speed, wide viewing angle, and high color gamut and contrast ratio, can provide high legibility for the driver. As flexible is easier, it can be applied to any area within a vehicle. Due to these advantages automobile companies are showing much interest, and co-development is being carried out with key panel companies.

However, lifetime still falls short for AMOLED panel to be applied to automotive. The Report analyzes that AMOLED panel lifetime to be approx. 50% of the automotive display requirements and considers lifetime to be the biggest issue.

The Report estimated the automotive display market to grow at approx. 17% CAGR until 2022 and record approx. US$ 25,000 million, and of this AMOLED panel market is expected to occupy approx. 20%.

Coverage

1. Key Issue and Future Development Direction by Application Sector (HUD, Cluster, CID, RMD, and RSE)

2. Trend Analysis of Key Companies

  • Automobile Companies: Hyundai etc., 10EA companies
  • Panel Companies: Samsung Display etc., 9EA companies

3. Market Trend

  • Overall Automotive Display Market Analysis Period: 2017 – 2022
  • Analysis Contents: Outline, Automotive Market, Automotive Display Demand, By Application, By size, and By OLED

Contents

1. Executive Summary
2. Automotive Display Outline
2.1 Automotive Display Emergence Background
2.2 Applicable Display
2.3 Automotive Display Application Sector
2.4 Expected Effects3. Automotive Display Requirement
3.1 Picture Quality
3.2 Reliability
3.3 Other
3.4 Total

4.Comparison Analysis of Automotive Display Performance
4.1 Performance Comparison by Display
4.2 Latest Product Performance Comparison

5. Trend Analysis of Automotive Display Application
5.1 Outline
5.2 Hyundai
5.3 Kia
5.4 Audi
5.5 BMW
5.6 Ford
5.7 Honda
5.8 Mercedes-Benz
5.9 Nissan
5.10 Toyota
5.11 Volkswagen
5.12 Total

6. Key Issue and Future Development Direction
6.1 HUD
6.2 Cluster
6.3 CID
6.4 RMD
6.5 RSE

7. Automotive Display Business Trend and Forecast by Key Panel Companies
7.1 Korea
7.2 China
7.3 Japan
7.4 Taiwan

8. Automotive Display Market Analysis and Forecast
8.1 Outline
8.2 Automotive Market
8.3 Automotive Display Demand
8.4 By Application
8.5 By Size
8.6 By OLED

There may be minor changes in the schedule.

 

Market Entry Analysis for Solution Process OLED -The Possibilities and Opportunities

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Solution Process OLED TV is prospected to be launched on the market in 2019, targeting the Mid-end TV Market.
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According to “Market Entry Analysis for Solution Process OLED -The Possibilities and Opportunities” issued on November 14 by UBI research, OLED TV, produced in solution process method, is prospected to be launched on the market in 2019.

Solution process is a technology which enables producing OLED panel in RGB pixel structure without any panel division on a device higher than G8, which major AMOLED panel producers has actively engaged in developing.

However, lamp efficiency and life cycle have no option to decrease because luminescent materials have lower purity than that of evaporation materials as luminescent materials applied to solution process should be mixed with various solvents in order to make the existing evaporation materials ink. Nevertheless, why major panel producers has actively engaged in developing solution process is that production cost can be declined as the usage efficiency of luminescent materials is high without using color filters and its structure is simpler than that of OLED panel using WRGB method.

According to the report, it is said that although developing luminescent materials for solution process OLED has been fully engaged, it should be more efficient than that of WRGB methods so as to enter the premium market. However, it seems substantially difficult that the capacity of solution process OLED surpasses that of WRGB as WRGB has been developed in top emission structure to improve its efficiency by over 20% and evaporation materials have also constantly been developed. Rather, based on proper level of life time and efficiency, it would be competitive to replace LCD targeting the mid-end TV market, according to the report.

Issues on OLED, QLED, hybrid QD, which can be applied to solution process and possibilities to enter the market, comparative analysis on the capacity of present solution process OLED, supply chain of QD industries, and major soluble OLED material producers are included in this “Market Entry Analysis for Solution Process OLED –The Possibilities and opportunities” and it is expected to help the relevant producers understand the solution process industry.

Meanwhile, it is predicted that the market of large-scaled solution process OLED panel over 55 inch will begin in earnest being mass-produced as of 2019 and have accounted for the entire wide OLED panel market by approximately 15% growing by approximately US$ 1,000 million by 2021.

Coverage

1. Applicable Technology and Issues (OLED, QLED, and Hybrid QD)

2. Market Forecast

  • Total Solution Process OLED Market Analysis Period: 2017 – 2021
  • Analysis Content: Outline, Mid-to-Large Size OLED Market, Solution Process OLED Panel Market, Solution Process OLED Emitting Materials Market, Solution Process OLED Manufacturing Equipment Market

3. Trend Analysis of Key Companies

  • Panel Companies: Samsung Display etc., 6EA companies
  • Emitting Materials Companies: Dupont etc., 3EA companies
  • Manufacturing Equipment Companies: Tokyo Electron etc., 6EA companies

Contents

1. Executive Summary

2. The Reason Solution Process is Necessary
2.1 Outline
2.2 Differentiation Factor From Existing Method
2.3 Solution Process Expected Effect
2.4 Solution Process Manufacturing Equipment

3. Solution Process Applicable Technology
3.1 OLED
3.2 QLED
3.3 Hybrid QD

4 .Key Issues and Applicability Analysis
4.1 OLED
4.2 QLED
4.3 Hybrid QD

5. Market Status Analysis (Key Panel Companies’ Development Trend and Supply Chain)
5.1 Key Panel Companies Large Area Business and Development Trend
5.2 OLED Supply Chain
5.3 Quantum Dot Supply Chain

6. Mass Production and Market Entry Possibility Analysis
6.1 TV Product Roadmap Analysis
6.2 Market Entry Scenario Analysis
6.3 Conclusion

7. Development Trend Analysis of Solution Process OLED Emitting Materials
7.1 Outline
7.2 Efficiency
7.3 Lifetime

8. Solution Process OLED Market Forecast (2017-2021)
8.1 Outline
8.2 Mid-to-Large Area OLED Market
8.3 Solution Process OLED Panel Market
8.4 Solution Process OLED Emitting Materials Market
8.5 Solution Process OLED Manufacturing Equipment Market

9. Trend Analysis of Key Companies
9.1 Panel Companies
9.2 Emitting Materials Companies
9.3 Manufacturing Equipment Companies

10. Solution Process OLED Development History Analysis

There may be minor changes in the schedule.

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Key Issue and The Market Analysis for Foldable OLED – Flexible OLED Annual Report

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Flexible AMOLED panel market  growing up to 1 billion won until 2020
16_10_06

According to UBI research report on ‘’Key issues and market analysis for Foldable OLED” issued on 4th of October, 2016. 2020 flexible AMOLED panel shipment (including Smart Watch panel) will grow to approx. one billion USD.

The report says that Samsung Electronics has made its success in the flexible AMOLED smartphone market with distinctive Edge band design, and other competitors are trying to adopt it as well. It should be resulting in a remarkable increase of Edge-type flexible AMOLED smartphone market size in 2017. Particularly all the high-end models from Samsung electronics are equipped with flexible AMOLED panel, and the first iPhone from Apple with flexible AMOLED panel will be launched in 2017. Accordingly, the flexible AMOLED panel market is showing 70% annual market growth, and the forecast is approx US$ 40,000 million in 2020.

In 2017 a foldable smartphone and dual edge-model which is slightly transformed from the current model, in the flexible AMOLED panel application will be introduced in the market.

UBI Research says “In 2017 there is a high possibility for a launch of a new-fixed type flexible smartphone and a foldable smartphone. The early foldable smartphone especially is likely to be released to observe the market response.”

On the other hand, to implement the foldable application the report includes key issues and current situation of each process (substrate ~ cover window), and main development trends. This is expected to allow the players to forecast a direction of truly flexible AMOLED panel development.

Written by Analyst. Hana Oh
Hyunjun Jang

Coverage

1. Market Forecast

  • Total Flexible OLED market analysis period: 2016 – 2020
  • Primary  Panel company  investment analysis period: 2017 – 2018
  • Contents: Total, by Panel, Type, Country, Generation, Size, Encapsulation, Substrates

2. Flexible AMOLED Panel Companies

  • Current status : Samsung Display etc.,  16EA companies
  • Business strategy: Samsung Display etc.,  12EA companies
  • History analysis : Samsung Display, etc. 26 EA companies

3. Foldable OLED core issue analysis

  • Contents : Cover window, Substrates, Electrode, Encapsulation, TSP, Adhesive, Lift Off Process

Contents

1. summary

2. Foldable OLED understanding
2.1 introduction
2.2 Flexible Application road map
2.3  Application example

3. Foldable OLED core issue analysis
3.1 introduction
3.2 Cover Window
3.3 Substrates
3.4 Electrode
3.5 Encapsulation
3.6 TSP
3.7 Adhesive
3.8 Lift Off Process

4. Flexible AMOLED Panel History   
4.1 introduction
4.2 LG Display
4.3 Samsung Display
4.4 Others

5. Flexible AMOLED Panel company trend
5.1 AUO
5.2 BOE
5.3 Tianma
5.4 Japan Display
5.5 LG Display
5.6 Samsung Display
5.7 NVO
5.8 Others

6. Flexible AMOLED process technology
6.1 AUO
6.2 Samsung Display
6.3 Others7. Supply Chain and panel structure analysis
7.1 LG Display
7.2 Samsung Display

8. Primary Panel company line status and investment trend
8.1 Primary Panel company line status and investment trend
8.2 Primary Panel company investment prospect (2017~2018)
8.3 Korea
8.4 China
8.5 Japan
8.6 Taiwan

9. Flexible OLED market prospect (2016~2020)
9.1 introduction
9.2 overview of market
9.3 Flexible AMOLED Panel  market
9.4 market depending on flexible Type
9.5 market depending on country
9.6 in generation
9.7 in size
9.8 Encapsulation technology
9.9 Flexible substrate market

There may be minor changes in the schedule.

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2016 OLED Lighting Annual Report

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Global Lighting OLED Market, USD 1,600 Million in 2020… Half by LG Display

001

Global OLED Lighting panel revenue market share(출처=UBI Research 2016 OLED Lighting Annual Report)

Global OLED lighting panel market is rapidly growing each year. In 2020, it is expected to record USD 1,600 million, and LG Display is estimated to occupy 53%.

According to 2016 OLED Lighting Annual Report, published by UBI Research on 8 August, the global OLED lighting panel market is expected to record USD 114 million in 2016 and show CAGR of 66% in 2017-2025.

Advantages of OLED lighting includes high energy efficiency and diverse application areas. The fact that the restrictions on the use of incandescent light is being tightened is also one of the reasons that OLED lighting is receiving much attention. As such, the global OLED lighting panel market will continue to grow and record USD 1,600 million in 2020.

LG Display is the only company that carried out investment while possessing OLED lighting panel mass production technology. In early 2016, OLED lighting business was moved from LG Chem. to LG Display.

In March, LG Display decided on 15K monthly capa. of Gen5 OLED lighting panel mass production line investment, and is actively expanding this business. The company is expected to record 53% of 2020 global OLED lighting panel sales with USD 848 million.

In terms of application areas, general indoor downlight and automotive lighting are estimated to show rapid growth and occupy the largest proportion of the OLED lighting market. Furthermore, OLED lighting market is expanding in other areas such as outdoor, medical, and exhibition use.

UBI Research estimates that in 2025, the automotive OLED lighting panel market will grow to record USD 2,786 million, and indoor lighting panel market to USD 3,409 million.

Coverage

1. Market Forecast

  • Total Lighting Market Analysis Period: 2016 – 2020
  • OLED Lighting Market Analysis Period: 2016 – 2025
  • OLED Lighting Emitting Materials Market Analysis Period: 2016 – 2025
  • Analysis Content: Total, by Application/Substrate)
2. OLED Lighting Panel Companies

  • Recent Trend: 10 Companies including LG Display
  • Business Strategy: 9 Companies including LG Display
  • History Analysis: 6 Companies including LG Display

Contents

1. Executive Summary

2. Next Generation Lighting Market, OLED Lighting Success Prospect?
2.1 Total Lighting Market Forecast and Trend
2.2 OLED Lighting Industry’s Current Status
2.3 OLED Lighting Entrance Possible Market
2.4 OLED Lighting Application by Lighting Merits

3. Automotive OLED Lighting Development Trend and Market Forecast

4. Trend Analysis of Key OLED Companies
4.1 Outline
4.2 LG Display
4.3 Osram
4.4 OLEDWorks
4.5 Panasonic
4.6 Sumitomo Chemical
4.7 Kaneka
4.8 Lumiotec
4.9 Konica Minolta
4.10 NEC Lighting
4.11 Pioneer (MPOL)
4.12 Others

5.History Analysis of OLED Panel Companies Development
5.1 LG Display
5.2 Osram
5.3 OLEDWorks
5.4 Panasonic
5.5 Lumiotec
5.6 Kaneka.
5.7 Key Development History

6. Business Strategy of Key OLED Lighting Panel Companies

7.Supply Chain Analysis

8.OLED Lighting Cost Analysis Following LG Display Investment
8.1 Outline
8.2 by Stack
8.3 Materials Cost Analysis
8.4 Production Cost Analysis
8.5 Mass Production Manufacturing Equipment Analysis
8.6 Panel Cost Analysis

9. OLED Lighting Panel Market Forecast
9.1 Outline
9.2 Total
9.3 by Application
9.4 by Substrate

10. OLED Lighting Emitting Material Market Forecast
10.1 Total
10.2 by Substrate
10.3 OLED Display vs. OLED Lighting

11. OLED Lighting Manufacturing Process
11.1 Anode Process
11.2 OLED Evaporation Process
11.3 Encapsulation Process

There may be minor changes in the schedule.

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2016 OLED Manufacturing Equipment Annual Report

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Executive Summary
The section summarizes the key contents of the report.

Large Area OLED Mass Production Line Complementary Investment Analysis
Due to China’s aggressive LCD investment, Korean, Japanese, and Taiwanese display panel companies’ market competitiveness is weakening. Korean panel companies’ large area OLED panel mass production investment is estimated to be needed to respond against Chinese panel companies’ market expansion. This section handles Samsung Display’s large area panel investment scenario and analysis of Korean OLED panel companies’ large area OLED panel mass production volume forecast following this.

Manufacturing Equipment Market Analysis Following Apple’s Flexible AMOLED Panel Application
Flexible display can actualize new design and functions, and as such can be a marketing point to exceed others in next generation smartphone market. Apple is expected to gradually apply flexible AMOLED panel to iPhone series. This section forecasts Apple’s demand for iPhone flexible AMOLED panel, supply capa. for the demand, and analyzes investment volume.

Pixel Evaporator Supply Chain Forecast Following Canon Tokki’s Additional Installation
Canon Tokki is the only manufacturing equipment company with proven OLED evaporator performance, stability, and reliability in OLED panel mass production by Samsung Display and LG Display. As such acquisition of Cannon Tokki OLED evaporator is expected to be a key issue for OLED panel companies’ new or complementary investment. This section analyzes Canon Tokki’s evaporator production flow, and analyzes H1 2016 order status and future supply scenario.

OLED Process Comparison Analysis
TFT process, OLED pixel formation process, and encapsulation process are key in OLED panel production. The 3 processes are compared and analyzed by type, and analyzed flexible OLED process by panel company.

Encapsulation Supply Chain Analysis
Supply chain analysis of Samsung Display and LG Display’s OLED process manufacturing equipment companies. Includes H1 2016 manufacturing equipment order contents to understand investment volume.

Investment Trend of Key Panel Companies
Through analysis of recent investment trend of key panel companies and OLED panel manufacturing equipment order status, this section allows the user to understand OLED industry’s general trend and forecast OLED investment timing.

Manufacturing Equipment Market Forecast
Based on key panel companies’ mass production possible OLED line status, this section includes manufacturing equipment market forecast until 2020 through companies’ published development roadmap and directly investigated business strategy. With detailed market analysis possible, this section will assist in related companies’ market analysis and business strategy planning.

Manufacturing Equipment Company Matrix
Organized manufacturing equipment of each company in matrix for easy understanding.

Format : PDF / Page : 148p / Updated : 2016. 07

Contents

1. Executive Summary (5)

2. Large Area OLED Mass Production Line Complementary Investment Analysis (8)

3. Manufacturing Equipment Market Analysis Following Apple’s Flexible AMOLED Panel Application (18)

4.Pixel Evaporator Supply Chain Forecast Following Canon Tokki’s Additional Installation (24)

5.OLED Process Comparison Analysis (29)
5.1 LTPS TFT Process
5.2 Oxide TFT Process
5.3 LTPO Process
5.4 OLED Pixel Formation Process
5.5 Encapsulation Process
5.6 Flexible AMOLED Process

6.Key OLED Supply Chain (71)
6.1 Samsung Display

6.2 LG Display
6.3 Summary

7. Investment Trend of Key Panel Companies (77)
7.1 Summary
7.2 Korea
7.3 China
7.4 Japan
7.5 Taiwan

8. Manufacturing Equipment Market Forecast (86)
8.1 Outline
8.2 Total Market
8.3 New Investment Market
8.4 Complementary Investment Market
8.5 TFT Manufacturing Equipment Market
8.6 OLED Manufacturing Equipment Market
8.7 Encapsulation Manufacturing Equipment Market

9. Manufacturing Equipment Company Matrix (143)

There may be minor changes in the schedule.

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