According to the market track on small OLED
market performance of less than 10 inches published by UBI Research, Revenue
and shipments in the second quarter were about $9.5 billion and 161.7 million
units, respectively. QoQ(Quarter over Quarter) revenue and shipments decreased
by -14.0% and -5.8%, respectively. Compared to the year over year (YoY), Revenue
and shipments increased by 70.1% and 56.3%, respectively.
In 3Q, Samsung Display's 6G LTPO TFT line
capacity is expected to be increased to 60K units. LG Display decided to invest
$15,000 in the LTPO TFT line for P6 ph3. The expected equipment installation
time is the second quarter of 2022. BOE's B15, which reviewed the investment in
the 6G flexible OLED line, was changed to the 8.5G line for IT manufacturing. Revenue
and shipments are expected to increase in the second half of 2021 with the mass
production of Apple's iPhone 13.
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