OLED panel shipments three jump! Samsung material thriving

Yonhap reported on 26, the smart phone panel mainstream products in the near future will be expected to shift from liquid crystal to OLED, and the forecast will be Samsung Display thriving situation will continue. According to IHS estimates, OLED sales in 2019 will be mobile phone panel wisdom from $10 billion 600 million in 2015 expanded to $19 billion 500 million, accounting for the proportion of overall intelligence mobile phone panel will sharply from 37% in 2015 to 51% in ascension; the liquid crystal panel sales from $20 billion 800 million to $19 billion is shrinking, will fall from 63% to 49%.

In terms of shipments, the estimated 2019 smart OLED panel shipments will surge to 630 million, up to 2015 (250 million) of 2.5 times, in contrast, the LCD panel is expected to increase from only a small slice of the film to the 1 billion 340 million.

Reported that apple (Apple iPhone) is the use of the LCD panel, but the estimate will be the fastest in 2017 by OLED, and the industry estimates, when the mobile phone panel market wisdom Center for the OLED Samsung Display, a thriving fabric Bureau will continue for a period of time. Samsung Display wisdom mobile phone with small size OLED market swept 99% market share, the production of the sixth generation of flexible OLED panel factory South Korea current monthly capacity of 15 thousand pieces, but the massive expansion plan by the end of next year to 105 thousand.

In response to Apple may use OLED panel, the current iPhone panel supplier Japan Display Inc (JDI), SHARP (Sharp), LGD isplay (LGD) have plans to invest in OLED equipment.

SHARP announced in February 25th, Hon Hai (2317) / SHARP plans to invest 200 billion yen, R & D and production line, set the OLED panel in the trial for the Kameyama plant production line and production line, and plans to begin production in early 2018, target per month about 10 million pieces of 5.5 inch OLED panel production capacity by the end of 2019 for years, the target with the OLED panel, annual revenue target of 260 billion yen for the machine to produce about 90 million 5.5 inches of wisdom.

Nikkei News reported on May 12th, due to the trend of Apple intends to use OLED panel in the iPhone, iPhone main panel suppliers JDI plans to invest 50 billion yen in MaoYuan factory set OLED panel production line, and is expected to be launched in the spring of 2017, monthly 1 million wisdom mobile phone panel, and after the monthly production plan in 2018 up to 5 million, by the accumulation of production technology, resistance to run ahead of Samsung, LG and other South Korean factory.

Japan's apple intelligence website iPhone Mania5 reported on the 17 AppleInsider report pointed out, UBI Research announced that the forecast report, equipped with curved OLED screen iPhone forecast will come out in 2018. UBI pointed out that in 2018 the proportion of shipments of iPhone equipped with OLED screen is estimated to be 30% (about 100 million), and in 2020 the proportion will be greatly increased to the level of 80%.

UBI said that at this stage can meet the quality requirements of the apple OLED panel manufacturers only Samsung, but the estimated apple OLED panel orders not only to Samsung, but will be distributed to a number of vendors, estimated Samsung will eat 60% orders, LG 20-30%, Japan Display Inc will be the remaining (JDI) and Foxconn supply. And according to sources, Hon Hai has recently purchased the OLED Tokki to the Canon production equipment.

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