Panel factory massive expansion of production, AMOLED panel capacity growth rate of up to 30%

Since apple iPhone Series in the AMOLED panel is almost a foregone conclusion, with the global panel factory and mobile phone brands began to compete for investment in small and medium-sized AMOLED panel boom. TrendForce's Optoelectronics Division WitsView latest research shows that in 2016 the world's small and medium size AMOLED panel production capacity is expected to reach 5 million 900 thousand square meters, compared with growth of about 16.5% in 2015. Expected to actively expand the capacity of the panel plant, in 2019 the size of small and medium size AMOLED panel production capacity will reach 14 million 400 thousand square meters, 2015~2019 years of compound growth rate of up to 30%.

High technical threshold, Samsung display dominance is difficult to shake

WitsView Senior Research Manager Boyu Fan said that this wave of enthusiasm, in the field of hard AMOLED panel long Samsung display is undoubtedly the biggest beneficiaries of the AMOLED panel, in addition to its own brand mobile phone use rate is increasing year by year, China mobile phone brand on the AMOLED panel acceptance is a jump, the average grain yield overall AMOLED Samsung display drive line rate, from last year's 75~80% increased to more than 90% this year, and high utilization rate is expected to continue until the end of the year. In addition, Samsung display more planning for the next few years to continue to expand production capacity, in order to target the huge demand brought about by Apple AMOLED panel.

The factory of Korea in addition to Samsung display, LG display also stepping up the pace of expansion of production capacity, WitsView forecast 2016 global small and medium size AMOLED panel production capacity, the proportion of Korean panel factory is still the champion, reached 93%. The other panel factory in the future if they can find a starting point in the improvement of equipment investment and technology, and the smooth production of AMOLED products, estimated in 2019 the Korean panel factory production capacity of the global proportion will decline to 71%, while the Chinese panel plant will have the opportunity to rise to 19%. In addition, the flexible AMOLED panel has gradually become the focus of the development of the panel plant investment, WitsView estimated 2019 flexible AMOLED panel will account for 61% of the overall size of the AMOLED panel production capacity.

AMOLED panel in the factory before the real production is still a number of key issues still need to be resolved. First of all, the production of small size AMOLED panel with evaporation equipment only in the hands of a few equipment manufacturers hands, and with the Samsung display positive expansion plan, other backward panel plant will probably face can not get enough coating equipment capacity dilemma. In addition, the production of AMOLED panel technology is very difficult, its stability and yield performance need to spend a lot of resources to improve, become the other panel factory in the development of the AMOLED panel is not easy to cross the gap. Van Boyu pointed out that in the short term after the panel plant will be hard to shake the Samsung display in small size AMOLED panel market occupies the absolute advantage position.

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