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
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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

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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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AMOLED Characteristics Analysis Report of Galaxy S Series

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Galaxy S Series Product History
Analyzed product ratio of total smart products by Samsung Elec., and analyzed organic materials change applied to Galaxy S Series panel structure and resolution development progress.

Galaxy S Series Display Quality Analysis
Analyzed pixel changes for each product from Galaxy S to S7, and brightness and color coordinate changes per product through electro optical measurements. Through international standards comparison, analyzed each products’ pros and cons.

Galaxy S Series Image Quality Analysis
Analyzed reproducibility of each product through input of diverse patterns and Macbeth color chart.

Technology Development Progress Direction
Based of these analyses, this section suggests development directions for future Galaxy S Series regarding display resolution, brightness, and emitting materials that affect color coordinate.

Galaxy Product Release Chronicle
Chronicle of all smart products released by Samsung Elec.

Format : PDF / Page : 74p / Updated : 2016. 06

Written by Analyst. Hana Oh
Hyunjun Jang

Contents

1. Executive Summary (5)

2. Galaxy S Series Product History (7)
2.1 Samsung Elec. Released Product Analysis
2.2 Galaxy S Series Product Release History
2.3 Product Characteristics
2.4 Galaxy S Series AMOLED Structure/Materials Changes
2.5 Panel Development History
2.6 Display Size Change History
2.7 Display Resolution Change History

3.Galaxy S Series Display Quality Analysis  (27)
3.1 Assessment Outline

3.2 Pixel Change Analysis
3.3 Brightness Change Analysis
3.4 Color Coordinate System
3.5 Color Change Analysis4. Galaxy S Series Image Quality Analysis (48)
4.1 Frontal Picture Quality Analysis by Pattern5. Technology Development Progress Direction (53)
5.1 Display Resolution Development Direction
5.2 Emitting Materials Development Direction
5.3 Summary

6. Appendix. Galaxy Product Release Chronicle (60)

There may be minor changes in the schedule.
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2016 OLED Emitting Material Annual Report

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The data used for this report has been compiled, based on OLED companies’ information, though wired/wireless communication or in person, and participation in exhibitions, conferences, and seminars with the organizers’ consent.
The market forecast data in this report has been collected through simulation based on expected operation rate and yield rate on the basis of UBI Research’s DB in accordance with investment trends and the technological level of AMOLED panel companies.

2016 AMOLED Industry and Emitting Materials Market Forecast
Through the analysis of AMOLED panel companies’ 2015 and 2016 mass production line capa. and glass area, estimated forecasted 2016 OLED emitting materials demand by key company, country, common layer, and host/dopant.

Chinese AMOLED Panel Market and Emitting Materials Market Analysis
Chinese AMOLED panel companies are expected to begin active mass production and investment in 2016. Based on the Chinese AMOLED panel companies’ 2016 mass production line and investment plans, calculated Chinese panel companies’ glass usage area, and accordingly forecast emitting materials market.

Investment Trend Analysis of AMOLED Panel Companies
Due to Chinese panel companies’ active mass production of mainstream panel and Korean companies’ flexible OLED panel mass production line investment in 2016, market is expected to undergo many changes. This section allows the readers to estimate panel companies’ 2016 investment plans and business direction based on 2015 investments of key AMOLED panel companies by country.

Market Share Analysis of 2015 OLED Emitting Materials by Company
Categorized 2015 OLED emitting materials sales into key materials (host, dopant, HTL, ETL, etc.) and analyzed market share of each company.

Key OLED Emitting Materials Cost Trend
Organized price of key emitting materials being used in mass production to understand the price changes.

Supply Chain and Panel Structure Analysis
This section includes the history of OLED structure changes of Samsung Display and LG Display, current AMOLED panel structure being used in mass production, and analysis of OLED emitting materials companies by each layer applied.

OLED Emitting Materials Demand Forecast (2016-2021)
Forecast 2016-2021 AMOLED panel market, glass area, and OLED emitting materials market considering AMOLED panel companies’ investment history, investment pattern, capa., and display’s demand. Based on the OLED emitting materials companies’ 2015 revenue by material and price, analyzed emitting materials’ market in terms of kg, and forecast. Analyzed OLED emitting materials demand of Samsung Display and LG Display, AMOLED industry’s key companies, and demand for OLED emitting materials for Apple, China, and large area OLED, to assist in companies’ market forecast. Furthermore, analyzed demand amount according to material recycle, which is another issue of OLED emitting materials industry.

OLED Emitting Materials Market Forecast (2016-2021)
Forecast OLED emitting materials market until 2021 based on the companies’ investment pans and UBI Research’s database. The market was analyzed categorized into total market, by country, size, pixel structure, company, common layer, and host/dopant. Each CAGR was estimated to understand the market in detail.

Sales Analysis of Key Emitting Materials Company (2013-2015)
Analyzed revenue of key OLED emitting materials companies in 2013-2015, for understanding of each company’s business status and movement.

Trend Analysis of Key OLED Emitting Materials Companies’ Korean Patent Application (2013-2015)
OLED industry leading Korea’s key OLED emitting material companies patent application status trend was analyzed by year (2013-2015).

Competitiveness Analysis of Key OLED Emitting Materials Company (2016)
Competitiveness was analyzed based on the key OLED emitting materials companies’ 2015 performance, patent, mass production status, and 2016 sales capacity.

Format : PDF / Page : 96p / Updated : 2016. 04

Contents

1. Executive Summary (7)

2. 2016 AMOLED Industry and Emitting Materials Market Forecast(2016) (11)
2.1 Capa. Analysis of 2016 Forecast AMOLED Mass Production Line
2.2 Estimation of 2016 Forecast Emitting Materials Demand

3. Chinese AMOLED Panel Market and Emitting Materials Market Analysis (19) 
3.1 Chinese AMOLED Panel Market Status
3.2 Chinese OLED Emitting Materials Market Forecast

4. Investment Trend Analysis of AMOLED Panel Companies (25)
4.1 AMOLED Mass Production Line Status and Investment Forecast
4.2 Investment Forecast of Key Panel Companies (2016~2017)
4.3 Korea
4.4 China
4.5 Japan
4.6 Taiwan

5. Market Share Analysis of 2015 OLED Emitting Materials by Company (34) 
5.1 Analysis of 2015 Emitting Materials Amount Used
5.2 Revenue Analysis of 2015 OLED Emitting Materials
5.3 Red Host
5.4 Green Host
5.5 Blue Host
5.6 Yellow-Green Host
5.7 HTL
5.8 ETL
5.9 Dopant
5.10 Others

6. Key OLED Emitting Materials Cost Trend (45)

7. Supply Chain and Panel Structure Analysis (48)
7.1 Samsung Display AMOLED Structure History
7.2 LG Display AMOLED Structure History
7.3 Samsung Display
7.4 LG Display

8. OLED Emitting Materials Demand Forecast (2016-2021) (57)
8.1 Outline
8.2 Analysis of Overall Demand
8.3 Analysis of Common Layer and Host/Dopant Demand
8.4 Analysis of Demand by Pixel Structure
8.5 Analysis of Samsung Display Demand
8.6 Analysis of LG Display Demand
8.7 Analysis of Apple-directed Demand
8.8 Analysis of Chinese AMOLED Panel Company Demand
8.9 Analysis of Large Size OLED TV-directed Demand
8.10 Analysis of Materials Recycle Demand

9. OLED Emitting Materials Market Forecast (2016-2021) (70)
9.1 Total Market Forecast
9.2 Common Layer and Host/Dopant
9.3 by Country
9.4 by Size
9.5 by Pixel Structure
9.6 by Key OLED Panel Company

10. Sales Analysis of Key Emitting Materials Company (2013-2015) (77)
10.1 Analysis of Total Sales
10.2 Sales Analysis of OLED Emitting Materials Company by Year
10.3 Summary

11. Trend Analysis of Key OLED Emitting Materials Companies’ Korean Patent Application (2013-2015) (84)
11.1 Outline
11.2 Emitting Materials Patent Analysis by Year
11.3 Summary

12. Competitiveness Analysis of Key OLED Emitting Materials Company (2016) (90) 
12.1 2015 Performance
12.2 Patents
12.3 Mass Production Products
12.4 2016 Forecast Sales Capacity
12.5 Summary

There may be minor changes in the schedule.
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2016 OLED Display Annual Report

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The data used for this report has been compiled, based on OLED companies’ information, though wired/wireless communication or in person, and participation in exhibitions, conferences, and seminars with the organizers’ consent.
The market forecast data in this report has been collected through simulation based on expected operation rate and yield rate on the basis of UBI Research’s DB in accordance with investment trends and the technological level of AMOLED panel companies.

Executive Summary
A summary for quick understanding of the entire report.

2016 Forecast Capa. Analysis of OLED Mass Production Line
In order to differentiate products, Apple is actively considering flexible AMOLED panel application to iPhone, and Chinese panel companies are expected to actively mass produce mainstream AMOLED panel from 2016. The key points of 2016 investment are expected to be the supplier for initial quantity of flexible AMOLED panel estimated to be equipped to Apple’s iPhone, and whether additional lines will be established following Chinese panel companies’ active mass production. This report analyzed lines with investment prospect in 2016 based on the investment plan in Jan 2016 by companies.

Samsung Elec. and Apple’s Flexible AMOLED Panel Application and Investment Forecast
Samsung Elec. and Apple had big impact on smartphone market expansion with Galaxy series and iPhone series respectively. The flexible AMOLED panel application by Samsung Elec. and Apple is expected to have significant effects on the display market. Based on the sales per Galaxy series and iPhone series so far and global smartphone demand, the annual sales of flexible AMOLED panel applied Samsung Elec. and Apple’s smartphone was forecasted until 2020. Accordingly, the required capa. was analyzed.

Trend Analysis of AMOLED Application Products  
AMOLED applied sets were categorized into products and analyzed the trend. This can be used to estimate future application’s AMOLED panel spec. such as size and resolution. Through CES 2016 and IFA 2015’s key exhibition highlights, AMOLED set development trend can be understood.

Investment Trend of AMOLED Panel Companies / Investment Trend
Through the 2015 trend of key panel companies, the general trend of OLED industry can be understood. Each panel companies’ technology trend and panel release trend have been analyzed per panel size. Due to Chinese panel companies’ active mass production of mainstream panels and Korean companies’ flexible OLED panel mass production line investment, it is expected that there will be much changes to the market status in 2016. This report can be used to forecast the panel companies’ investment plans and business direction in 2016 based on the 2015 investment contents of key AMOLED panel companies by countries.

Supply Chain and Panel Structure Analysis  
The structure of OLED panels being mass produced by Samsung Display and LG Display is analyzed as well as the related manufacturing equipment, and material companies supply chain.

AMOLED Panel Market Performance Analysis
In 2015 the small and mid-size panel market grew due to the mainstream AMOLED panel and flexible AMOLED panel demand increase. TV panels also showed high growth rate through demand stabilization and shipment increase. This report can be used to understand market status through AMOLED panel market performance analysis by quarter, half, and year.

AMOLED Panel Market Forecast
Based on the companies investment plans and UBI Research database, forecast AMOLED panel, emitting materials, and manufacturing equipment markets until 2020. The total market and markets by country, size, and substrate have been analyzed. Through the forecast CAGR, detailed market can ben understood.

Format : PDF / Page : 128p / Updated : 2016. 03

Contents

1. Research Background (6)

2. Executive Summary (8)

3. Encapsulation Outline (11)

4. Transparent Gas Barrier Film Issue Analysis (15)
4.1 Application Status
4.2 Applicable Areas
4.3 Market Entry Prospect (Mobile & TV)
4.4 Opportunity / Threat Factor Analysis
4.5 Development Direction and Status
4.6 Market Forecast

5. Atomic Layer Deposition Encapsulation Technology Trend (27)
5.1 Existing Thin Film Encapsulation Technology Issues
5.2 ALD Characteristics and Issues
5.3 ALD Technology and Process
5.4 ALD Key Panel Companies Trend
5.5 Conclusions

6. Encapsulation Development Trend (39)
6.1 Encapsulation Technology Trend
6.2 Hybrid Encapsulation History

7. Encapsulation Trend Analysis of Key Companies (47)
7.1 Panel Companies’ Encapsulation Trend

7.2 Manufacturing Equipment Companies’ Encapsulation Trend
7.3 Materials Companies’ Encapsulation Trend
7.4 Encapsulation Process by Companies

8. Encapsulation Supply Chain Analysis (93)

9. AMOLED Panel Market Forecast by Encapsulation Technology (2016-2020) (95)
9.1 Total Shipment
9.2 Total Revenue
9.3 Frit Glass Type AMOLED
9.4 Hybrid Type AMOLED
9.5 TFE Type AMOLED

10. Encapsulation Equipment Market Forecast (2016-2020) (102)
10.1 Total Equipment Market
10.2 Encapsulation Equipment Market
10.3 by Technology
10.4 by Country

11. Encapsulation Materials Market Forecast (2016-2020) (107)
11.1 Total
11.2 Transparent Gas Barrier
11.3 Metal Foil
11.4 Organic Materials

There may be minor changes in the schedule.

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