Digitimes Research: China makers aggressively expanding AMOLED capacity

Digitimes Research reports: "Seven China-based panel makers have been expanding existing or setting up new AMOLED production capacities, with total annual capacity estimated to increase from 272,000 square meters in 2016 to 1.584 million square meters in 2018, 4.464 million square meters in 2019, and 7.864 million square meters in 2020 at a 2016-2020 CAGR of 131.9%, according to Digitimes Research."

 

 
Royole’s Flexible Display : Since inception, we have dedicated ourselves to the development of innovative flexible display technologies and applications, covering novel materials, processes, circuits, manufacturing tools and others, which enabled us to demonstrate the world’s thinnest (0.01 mm) full-color flexible display with 1.00 mm bending radius. (www.royole.com)

Samsung Display and LG Display is still well in the lead now and will stay so also until 2020. However, a transition to flexible AMOLED by the South Korea based companies is ongoing (46.1% in 2016 to 72.6% in 2020).

 

2016 to 2020 AMOLED Production

South Korea: 4.945 to 15.130 million square meters

China: 272,000 to 7.864 million square meters

 

If ALD will make progress in this market the market will be very big and lead to big investments in ALD equipment and enhanced world consumption of ALD precursors like TMA.

 

Chinese display companies mentioned in the report: BOE Technology, Tianma Micro-electronics, Visionox, EverDisplay Optronics, China Star Optoelectronics Technology, Truly Opto-Electronics and Royole