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Chinese Companies Begin Active OLED Panel Production Line Operation

The Chinese companies are estimated to begin active production of OLED panels, a market for which used to be dominated by Korean companies. Following this, the market for emitting materials for OLED panels also started shifting.

“OLED Emitting Material Annual Report”, published by UBI Research in March 2015, forecast that Chinese companies will begin mass production of AMOLED panel for mobile in second half of 2015, and large area panel from 2017. Together with China’s mass production of panel, emitting material market is estimated to grow into US$ 560 million in 2015, a 16% increase from 2014, and approximately US$ 2,500 million in 2020.

Emitting material companies that rely heavily on Samsung and LG’s panel mass production are anticipating supply chain advancement to China, and considering business expansion in China in order to increase revenue. Idemitsu Kosan is the most proactive and has already started supplying materials to BOE and Tianma. Duksan Neolux began supplying to BOE’s Ordos factory and deliberating on furthering business in China. (Source: Trend Analysis of Key Material Companies, 2015 OLED Emitting Material Annual Report)

With the expansion of panel market, increased competitiveness by Korean emitting material companies is required to acquire supply chain. This is also when Korean panel production companies need to obtain technology in order to retain their market share against Chinese companies.

Emitting Material Market Share by country: UBI Research

Emitting Material Market Share by country: UBI Research

<Emitting Material Market Share by country: UBI Research>

 

Universal Display, concluded a contract to supply PHOLED material to BOE

A Taiwanese IT medium, Digitimes, reported that Universal Display Corporation (UDC) had announced its expanded evaluation agreement for PHOLED material supply to BOE.

Chairman of BOE, Wang Dong sheng said, “UDC is a leading company that supplies PHOLED material. We will lead the development of the OLED industry with partners including UDC by establishing a close cooperative relation.”

BOE is developing panels and modules for 55” AMOLED TV with oxide TFT and WRGB in Gen8 pilot line in Hefei, and displayed 55” FHD AMOLED panel at SID 2014. It also plans to mass-produce small and medium size AMOLED panel from the AMOLED line in Ordos in the latter half of this year.

140703_SID2014에서 BOE가 공개한 55inch AMOLED

 

<BOE’s 55” AMOLED panel at SID2014>

[SID 2014] Latecomers catching up aggressively

AMOLED latecomers; BOE, AUO and Tianma are rapidly catching up the AMOLED development of Samsung Display (SDC) and LG Display (LGD) at SID 2014.

BOE expressed possibility of investing in TV following mobiles by displaying 55” FHD AMOLED panel. In terms of technology readiness level, it is incompatibly lower than panels of LGD and SDC though, it is considerably fast that it was developed in six months and produced in a pilot line in Hefei.

AUO showed that its AMOLED technology had reached at certain level by unveiling 5.7” WQHD (513ppi) ultra-high resolution AMOLED panel. More attention drew towards AUO’s panel because its production method is RGB+FMM as SDC uses and the high resolution is realized with real RGB strip type rather pentile. AUO also expressed its will on AMOLED business by showing 5” HD flexible AMOLED panel and 1.6” AMOLED panel for a smart watch.

Tianma also unveiled 5.5” HD AMOLED panel. Its performance lags behind the current AMOLED panel, but it ai    ms to supply middle-end and low-end panel targeting mass-production of 5.5” FHD AMOLED through continuous R&D.

Challenges of Chinese and Taiwanese makers become serious in the AMOLED market, where Korean makers, SDC and LGD, are dominant, and the latecomers are about to invest in the sector. Thus, it is expected that the AMOLED industry will constantly grow.

140611_BOE의 55ich FHD OLED panel

<BOE’s55ich FHD OLED panel>

140611_AUO의 5.7inch FHD AMOLED panel

 <AUO’s 5.7inch FHD AMOLED panel>

140611_AUO의 5inch HD flexible AMOLED panel

<AUO’s 5inch HD flexible AMOLED panel>

140611_Tianma의 5.5inch HD AMOLED panel

<Tianma’s 5.5inch HD AMOLED panel>