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>> OLED to become the mainstream mobile phone panel Samsung will dominate the market 17th,June,2017
Smartphone panel mainstream product estimates in the near future will be transferred from the LCD to OLED, and predicted that Samsung Display will be thriving situation will continue. According to IHS estimates, in 2019 smartphone OLED panel sales will be from 2015 to 10.6 billion US dollars expanded to 19.5 billion US dollars, accounting for the proportion of the overall smart phone panel from 37% in 2015 rose to 51%; LCD panel sales will shrink from $ 20.8 billion to $ 19 billion, the proportion will decline from 63% to 49%.
On the shipments point of view, estimated 2019 smart machine with OLED panel shipments will soar to 630 million, will reach 2015 (250 million) 2.5 times; the other hand, LCD panel is expected to only 1.29 billion A slight increase to 1.34 billion tablets.
The Apple iPhone is currently using LCD panels, but is expected to use OLEDs as early as 2017, and the industry estimates that when the smartphone panel market is OLED-centric, Samsung Display will be in a row a period of time.
Samsung Display in the smart phone with a small size OLED market swept 99% market share, the production of its sixth generation of flexible OLED panel factory in South Korea currently produces 15,000 per month, but plans to significantly expanded by the end of next year to 10.5 Million pieces.
In response to Apple's possible OLED panel, the current iPhone panel suppliers Japan Display Inc (JDI), Sharp (Sharp), LG Display (LGD) have plans to invest in OLED equipment.
Sharp announced on February 25 that Hon Hai (2317) / Sharp plans to drop 200 billion yen in the Kameyama plant set up OLED panel R & D production line, try production line and production line, and plans in 2018 At the beginning of the year, the target was to produce about 10 million pieces of 5.5-inch OLED panel production capacity by the end of 2019, with an annual target of about 90 million EPS panels for 5.5-inch smartphones with an annual revenue target of 2,600 Billion yen.
In response to Apple's intention to switch to the OLED panel on the iPhone trends, iPhone main panel supplier JDI program dropped 50 billion yen in the Maoyuan factory set OLED panel production line, and is expected to be opened in the spring of 2017, Smart phone panel, and after the plan in 2018 will be raised to 5 million per month, by volume production technology, power to run in front of Samsung, LG and other Korean factories.
According to reports from AppleInsider, UBI Research released a forecast report that the iPhone with a surface-based OLED screen is expected to come out in 2018, according to reports from AppleInsider. UBI pointed out that the 2018 shipments of the iPhone equipped with OLED screen is estimated to be 30% (about 100 million), and in 2020 the proportion will be substantially increased to 80% level.
UBI said that at this stage to meet the quality requirements of Apple's OLED panel manufacturers only Samsung, but Apple's OLED panel orders will not only under the Samsung to a single, but will be scattered to a number of manufacturers, Samsung will eat 60% , LG is 20-30%, the remaining will be Japan Display Inc (JDI) and Hon Hai supply, and according to sources pointed out that Hon Hai has recently purchased the Canon Tokki OLED production equipment.
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