Reports

2023 OLED Components and Materials Report

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June 22, 2023

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Introduction

This “2023 OLED Components and Materials Report” deals with the latest OLED industry issue, development of component and materials for foldable devices and industry status, the mass production capacity of OLED panel makers, and major components and materials market forecasts.
In the analysis of major OLED development status, MLA (Micro lens array), QD material, encapsulation, oxide TFT, etc. are included. And in the development trend of foldable devices, the development trends and business status of foldable and rollable OLEDs by set/panel companies were analyzed.
Finally, in the line status by OLED panel maker, detailed status of panel makers by line is recorded so that component and materials makers can know the mass production capacity of panel makers and future plans. It will be an important guideline for setting up business strategies to respond to OLED-related technologies and materials markets in the future.

Contents
1. Key Summary

2. Foldable OLED Business and Exhibition Trends by company
2.1 Foldable product release trends by set maker
2.2 Samsung Display
2.3 LG Display
2.4 BOE
2.5 TCL CSOT
2.6 Tianma
2.7 Visionox

3. Analysis of Major OLED Development Status
3.1 Micro lens array
3.2 Encapsulation Technology
3.3 QD Materials
3.4 Oxide TFT

4. Analysis and Forecast of OLED Panel Makers’ Mass Production Capacity
4.1 Line Status by Panel Maker
4.2 Annual Total Substrate Area Forecast
4.3 Annual Small OLED Substrate Area Forecast
4.4 Annual Medium and Large-sized OLED Substrate Area Forecast

5. OLED Shipment Forecast
5.1 OLED Total Shipments
5.2 Shipments by Application
5.3 OLED Shipments for Smartphones
5.4 OLED Shipments for TV
5.5 OLED Shipments for IT

6. Major Components and Materials Market Forecast
6.1 Overview
6.2 Total Market
6.3 Substrate
6.4 TFT
6.5 Encapsulation
6.6 Touch sensor
6.7 Polarizer
6.8 Adhesive
6.9 Cover Window
6.10 Driver IC & COF
6.11 Composite Sheet
6.12 Process Film

7. Appendix
7.1 Small foldable and rollable OLED display products
7.2 Mid-to-large foldable and rollable OLED display products

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