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SCM

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  • 3Q 2026, AMOLED Emitting Material Market Tracker

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    August 27, 2026

    The quarterly emitting material market tracker investigates sales and sales volume by OLED emitting layer and common layer to understand the overall market for emitting materials. Performance analysis was categorized by country, panel maker, application product, layer, OLED method (RGB, WRGB, QD-OLED). A report of quarterly performances for three years is organized and provided. Market information up to 2030 was forecasted by predicting the amount of luminescent material usage and sales by company for the next five years. The Market Track Quarterly Report provides necessary information to professionals leading the OLED industry.

    EXCEL
  • 3Q 2026, Small OLED Display Market Tracker

    August 26, 2026

    This market tracker analyzes the OLED production capacity for 10-inch or smaller OLED displays, categorized by major panel makers, countries, generations, substrates, TFT technologies, and application products (Watch, Smartphone, Foldable phone). Detailed quarterly sales and shipments for product groups were investigated. It analyzes ASP by application, OLED demand/supply, and provides market forecast analysis data for small OLED displays for the next 5 years until 2030.

    EXCEL
  • 3Q 2026, Medium & Large OLED Display Market Tracker (C

    August 26, 2026

    This market tracker analyzes the current state of OLED production capacity for 10-inch and larger OLED displays categorized by major panel makers into major product groups such as Automotive, Note PC, Monitor, and TV. Detailed quarterly sales and shipments for product groups were investigated. Analysis of market forecasts 5 years later, such as ASP by application and OLED demand/supply analysis, are also provided.

    EXCEL
  • 2026 In-Depth Technical Report on Foldable Displays

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    August 19, 2026

    2026 is expected to mark a turning point where the foldable market—which has been stagnant for three years—takes a significant leap forward, driven by the launch of Apple’s first foldable iPhone and the expansion of Samsung Electronics’ Galaxy Z Fold 8 lineup.
    Behind this market expansion lies comprehensive technological innovation spanning hinge design, cover window materials, display stacking structures, and backplate materials. In particular, 2026 marks the year when crease reduction shifts from a hinge-centric approach to panel-level structural control. Multiple material technologies—including thicker UTG, multi-neutral-plane design, laser-drilled titanium plates, dual UTG (GMF), and liquid-metal hinges—are converging simultaneously, driving system-level integration toward “zero creases.” In this process, the supply chains for key components and materials—such as UTG, OCA, backplates, and hinges—are also rapidly restructuring, and a clear pattern is emerging where the technological dominance of Korean companies intersects with the pursuit by Chinese competitors.
    The “2026 In-Depth Technical Report on Foldable Displays” comprehensively analyzes this turning point in the foldable industry across four dimensions: market, product, technology, and supply chain. In the market trends section, the report examines trends in foldable OLED shipments and revenue, as well as shifts in market share by manufacturer. In the product trends section, it analyzes the specifications and competitive landscape of major foldable devices expected in 2026, such as the Galaxy Z Fold 8, Apple iPhone Fold, and Huawei Pura X Max. Furthermore, the report provides an in-depth overview of the technology roadmaps of panel manufacturers, as well as the stacking structures and materials of foldable OLEDs, internal and external hinge technologies, and the principles and current applications of crystal reduction technologies. In particular, the report mapped out the key supply chains for materials and components—including UTG (DOWOOINSYS, Econy, Lens Technology), backplates (Fine M-Tec, EonTec), OCA (Samsung SDI, 3M), and hinges (KH Vatec, Huanli, SZS)—by manufacturer, highlighting the direction of supply chain restructuring resulting from Apple’s entry into the market. Finally, the report broadly covered development trends for next-generation form factors, such as rollable and slider devices.

    PDF(141P)
  • 2026 OLED Emitting Materials Report

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    June 9, 2026

    As OLED expands beyond the smartphone market into IT devices and automotive display applications, OLED panel structures and emitting material sets are changing rapidly. OLED image quality characteristics are partly derived from panel structure, but its intrinsic characteristics are determined by the performance of the emitting materials themselves.
    The greatest advantage of RGB mini-LED LCD, which has recently emerged as a major topic in the display market, is its color performance, enabling a wide color gamut that meets BT.2020. To secure an early lead in the emerging BT.2020 era, OLED panels based on new material sets capable of dominating the smartphone, IT device, and TV markets are undergoing technology development and mass-production validation, while preparing for market launch.
    The “2026 OLED Emitting Material Report” summarizes color gamut competition by OLED product category and technology roadmaps by panel maker in preparation for the BT.2020 era, and analyzes changes in the structures of OLED panels for smartphones, IT devices, and TVs, as well as the direction of emitting material adoption.
    In addition, next-generation emitting material technologies such as PSF, TADF, hyperfluorescence, blue phosphorescence, deuterium substitution, and boron-based blue dopants are classified and summarized from the perspectives of efficiency, lifetime, and color coordinate improvement. The report also analyzes the development directions of major emitting material companies and the supply chain expansion movements of Chinese material companies.

    PDF(187P)
  • 2Q 2026, AMOLED Emitting Material Market Tracker

    0

    June 2, 2026

    The quarterly emitting material market tracker investigates sales and sales volume by OLED emitting layer and common layer to understand the overall market for emitting materials. Performance analysis was categorized by country, panel maker, application product, layer, OLED method (RGB, WRGB, QD-OLED). A report of quarterly performances for three years is organized and provided. Market information up to 2030 was forecasted by predicting the amount of luminescent material usage and sales by company for the next five years. The Market Track Quarterly Report provides necessary information to professionals leading the OLED industry.

    EXCEL
  • 2Q 2026, Small OLED Display Market Tracker

    May 19, 2026

    This market tracker analyzes the OLED production capacity for 10-inch or smaller OLED displays, categorized by major panel makers, countries, generations, substrates, TFT technologies, and application products (Watch, Smartphone, Foldable phone). Detailed quarterly sales and shipments for product groups were investigated. It analyzes ASP by application, OLED demand/supply, and provides market forecast analysis data for small OLED displays for the next 5 years until 2030.

    EXCEL
  • 2Q 2026, Medium & Large OLED Display Market Tracker

    May 19, 2026

    This market tracker analyzes the current state of OLED production capacity for 10-inch and larger OLED displays categorized by major panel makers into major product groups such as Automotive, Note PC, Monitor, and TV. Detailed quarterly sales and shipments for product groups were investigated. Analysis of market forecasts 5 years later, such as ASP by application and OLED demand/supply analysis, are also provided.

    EXCEL
  • 2026 Analysis Report on China’s OLED Supply Chain Management

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    May 1, 2026

    The newly published ‘2026 Analysis Report on China’s OLED Supply Chain Management’ is the first in the industry to organize, at a glance, the customer landscape and business stage of a wide range of OLED materials, components, and equipment companies in China. It is expected to serve as a practical guideline for global companies seeking to enter China’s steadily expanding OLED market.
    The way panel makers build and maintain their supply chain management is a key determinant of their technological competitiveness. SCM is critically important not only for panel manufacturers, but also for materials, components, and equipment suppliers. To succeed in business, companies must clearly understand who their customers are, who their competitors are, and, for new entrants, how the existing market structure is already laid out.
    There is a common denominator behind Samsung Display’s position as the global leader in panel technology and Apple’s strong leadership in the OLED smartphone business: SCM. The biggest reason Chinese panel makers and set manufacturers have not been able to scale as rapidly in OLED as they did in LCD is the supply chain. It is not possible to free-ride on the SCM networks that Samsung Display and Apple have already built.

    PDF(103P)
  • 2026 Medium&Large Size OLED Display Annual Report

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    April 1, 2026

    The “2026 Medium&Large Size OLED Display Annual Report” provides a comprehensive analysis of market trends for mid-to-large-sized OLED products (10 inches and above), along with panel makers’ development status, production line conditions, and future market outlook.
    This report covers in detail Apple’s mid- to long-term roadmap for mid-to-large display applications, the latest investment status of OLED 8.6G IT lines by panel manufacturers, and recent trends in the IT OLED market, as well as developments in automotive and TV OLED businesses.
    In addition, it analyzes the supply chain relationships between set manufacturers—including Apple, Samsung Electronics, LG Electronics, Acer, Dell, and Lenovo—and OLED panel suppliers such as Samsung Display, LG Display, BOE, and Tianma, providing detailed insights into panel supply status by each company.
    Furthermore, the report examines key technologies applied to mid-to-large OLED displays, including 2-stack tandem OLED, COE (Color Filter on Encapsulation), hybrid OLED, photolithography-based OLED, and inkjet printing OLED.
    With the inclusion of the latest industry developments and market forecasts through 2030—covering the overall OLED market as well as breakdowns by panel makers, applications, and regions—this report serves as a critical guideline for understanding current market conditions and planning new business strategies.

    PDF(195P)