Display Market Outlook for 2019 - cena.com.cn › 2018DIC › file › 12.pdf · BOE B1 Gen 5 75 K/M a-Si 50% Shift to E-Ink 2004 2012 2016 Shift to e-paper B2 Gen 4 45 K/M a-Si 70%

Confidential. © 2018 IHS MarkitTM. All Rights Reserved. Confidential. © 2018 IHS MarkitTM. All Rights Reserved.

Display Market Outlook for 2019

David Hsieh 謝勤益

Senior Director , Display

IHS Markit Technology

[email protected]

Confidential. © 2018 IHS MarkitTM. All Rights Reserved.

What will happen in 2019?

2

• Size growth is more than volume growth.

• 32” down. 43”/50”/55” up. 65” + 75” > 30M

• Crystal Cycle sustains with over-supply but

more fab restructure/shutdown/conversion will

bring back the balance.

Large Area TFT LCD TV

Smartphone Display LTPS vs. OLED

New Display – Micro LED / Mini LED / New OLED

0%

5%

10%

15%

20%

25%

30%

0

50,000

100,000

150,000

200,000

250,000

300,000

2015 2016 2017 2018 2019 2020 2021G

lut (%

Supply

/Dem

and)

Dem

and v

s. C

apacity (

000 m

2/y

ear)

Demand Total Adjusted m2 Capacity Glut Level

Foldable

Display

launch

• Mini LED Backlight officially MP, from

automotive

• Micro LED TV MP – 75” and 146”, with US$30K

• OLED For Automotive Display & NB, Tablet

• OLED Gen8.5 Fab MP, with MMG and 55”/65”.

• LG Display : OLED TV Panel : 3M in 2018

4M in 2019 10M in 2022.


TV (LCD TV and OLED TV ) Panel Size Forecast (Million Units)

© 2018 IHS Source: IHS Markit

LCD TV & OLED TV Panel Size Forecast

More Gen8.6 , Gen10.5 MP Gen8 Shift to 43”/49”/55” More Gen10.5

21.1 22.1 17.7 14.9 14.0 13.4 12.6 12.2 11.8 11.6

81.9 79.8 79.4 66.2 61.3 57.7 54.4 47.2 41.5 36.6

72.5 62.0 61.5

58.5 59.7 59.2 58.8

58.4 58.0

57.7

26.9 28.5

24.6

28.0 29.2 28.6 27.9 29.5

30.9 31.6

14.3 14.3

16.3

18.8 20.9 21.6 22.6 23.3 23.7 23.9

32.9 38.8 46.4

49.3 51.5 51.2 52.3 55.6 58.2 60.2

7.9 11.8 15.9 20.6 25.9 28.5 31.7 34.2 37.0 39.8

2.0 3.7 4.1 4.7 5.8 6.5 7.4 8.2 9.1 10.1

0.0

50.0

100.0

150.0

200.0

250.0

300.0

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

70"+ 65" 58"-60" 55" 50" 45"-49" 39"-43" 32" <32"

60”+

40”+


LCD and OLED Revenues • TFT LCD Revenues Decline

(1). Panel price erosions

(2). PC panel demand fall

(3). Open Cell percentage

(4). Some replaced by OLED

• AMOLED Revenues Growth

(1). OLED TV growth

(2). Full screen smartphone

(3). Flexible/Curve form factor

(4). Capacity reduce the cost

and enhance the yield

(5). Extension to more applications

(AR/VR, Automotive and …..)

• Others = DLP, LCoS, PMOLED, VFD, EPD

Flat Panel Display Revenues (Million USD)

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Others $1,319 $1,299 $1,245 $1,212 $1,168 $1,109 $1,062 $1,033 $989 $951

TFT LCD $88,144 $101,018 $92,381 $90,334 $86,091 $82,922 $80,601 $78,394 $76,983 $75,504

AMOLED $15,460 $21,986 $21,026 $25,066 $31,060 $33,407 $35,192 $36,368 $36,937 $37,418

$0

$20,000

$40,000

$60,000

$80,000

$100,000

$120,000

81%

© 2018 IHS Markit

Source: IHS Markit

18%

81%

18% 26%

73%

28%

71% 69% 68%

67% 66%

15%

84% 77%

21% 30% 31% 32% 33%


Source: IHS Markit © 2018 IHS

Blue OLED + QDCF

New – Blue OLED + QDCF (Quantum Dot CF)

Glass Substrate

TFT Array

Blue OLED (Blue EL)

No Backlight

Blue OLED =

Light source &

On/Off

Red Green Blue Quantum Dot

Color Filter

Red QD

materials

Green QD

Materials

Blank pixels

• No liquid crystal, no backlight, no polarizer or other optical film. Combine the quantum dot and the

OLED as a self-emissive display. In theory, possible better performance and lower cost than current

OLED TV.

5


Gen 8 (Gen 8.5) ~ Gen10.5 fab investment in China

Status BOE China Star CEC HKC Samsung LG Display Foxconn/SDP AHZ (Xinlin)

Beijing (北京)

B4 Gen 8 a-Si TFT

Shenzhen (深圳)

T1 Gen 8 a-Si TFT

Panda Nanjing

(南京)

Gen 8 Oxide TFT

Suzhou (蘇州)

Gen 8 a-Si TFT

Quangzhou (廣州)

Gen 8 a-Si TFT

Hefei (合肥)

B5 Gen 8 a-Si TFT

Shenzhen (深圳)

T2 Gen 8 a-Si TFT

Chongqing (重慶)

B8 Gen 8 a-Si TFT

Chongqing (重慶)

HKC Gen 8.6

a-Si TFT

Fuqing (福清)

B10 Gen 8 a-Si TFT

Hefei (合肥)

B9 (Gen 10.5) a-Si

TFT LCD

Panda Chengdu

(成都) Gen 8.6+

Oxide TFT

Caihong Xianyang

(咸陽) Gen 8.6

Under

Construction

Shenzhen (深圳) T6

Gen 11 (10.5)

Chuzhou ( 滁州)

Gen 8.6 a-Si TFT

Guangzhou (廣州)

Gen 8.5

Oxide+WOLED

Guangzhou (廣州)

SDP Gen 10.5

a-Si/Oxide TFT

Mianyang (綿陽)

Gen8.6 a-Si TFT

Zhengzhou (鄭州)

Gen 10.5

Caihong Xianyang

(咸陽) Gen 10.5

(Year 2022~)

FuHe (阜合) AHZ

Gen7.5

(1870x2200mm)

Old Line of

Samsung

Source: IHS Markit

Gen 8+ fabs in China

Mass Production

Ramping Up

© 2018 IHS Markit

Planning

Wuhan (武漢)

B17 Gen 10.5

a-Si TFT /

Oxide+WOLED

Shenzhen (深圳)

T7 Gen 11 (10.5)

a-Si TFT /

Oxide+WOLED

Ramp up Ramp up

No Gen10.5

Glass support Cancel

By 2022

China will have

- 9 a-Si/Oxide Gen8

- 4 a-Si/Oxide Gen8.6

- 5 Gen10.5 (Gen11)

- 1 OLED Gen8.5

Total 19 fabs


Gen5.5~Gen6 above Investment in China :a-Si, LTPS, Oxide

7

Gen 5.5+ fabs in China

Status BOE China Star CEC Tianma AUO CPT EverDisplay Visionox Holitech Royole

Ordos (鄂爾多斯) ‌

B6 LTPS+OLED

Gen 5.5

<Rigid>

Panda Nanjing

(南京)

a-Si Gen 6

Shanghai (上海)

LTPS+OLED

Gen 5.5

<Rigid>

Shanghai (上海)

Fab 1 OLED

Gen 4.5

<Rigid >

Gen5.5 Kunshan

(昆山)

LTPS+OLED

<Rigid>

Hefei (合肥)

B3 a-Si Gen 6

Wuhan (武漢)

T3 LTPS Gen 6

Xiamen (廈門)

LTPS Gen 6

Kunshan (昆山)

LTPS Gen 6

Mantix Putian (莆田)

a–Si & Oxide Gen 6

Ramping up

Chengdu (成都)

B7 LTPS+OLED

Gen 6

<Flexible>

Wuhan (武漢)

LTPS+OLED Gen 6

<Rigid & Flexible>

Under

Construction

Mianyang (綿陽)

B11 LTPS+OLED

<Flexible>

Wuhan (武漢)

T4 LTPS+OLED

Gen 6

<Flexible>

Shanghai (上海)

Fab 2 OLED Gen 6

<Flexible >

Gu'an (固安)

LTPS+ OLED

Gen 6

<Flexible>

Nanchang (南昌)

a-Si TFT LCD

Gen 5.5

<Rigid>

Shenzhen (深圳)

Oxide + OLED

Gen5.5

<Flexible>

Chongqing (重慶)

B12 LTPS+OLED

Gen 6

<Flexible>

Hefei (合肥)

Gen 6

LTPS+OLED

<Flexible>

Chengdu (福州)

B15 LTPS+OLED

Gen 6

<Flexible>

Chengdu (成都)

B16 LTPS+OLED

Gen 6

<Flexible>

© 2018 IHS MarkitSource: IHS Markit

Mass Production

Planning

Ramp up Ramp up

New

Plan

By 2022

China will have

- 4 Gen4.5/5.5 LTPS+OLED

- 1 a-Si Gen5.5

- 1 Oxide + OLED Gen5.5

- 3 a-Si/Oxide Gen6

- 3 LTPS Gen6

- 7 Gen6 LTPS + OLED/Flexible

Total 19 Fabs


Supply & Demand - Demand and capacity growth rates

• Reorganizing production facilities or conversions can cause significant downward revisions in capacity

growth regardless of investment plans. We forecast more Gen7 restructure in 2019.

• For long term (2020~2023), the demand growth rate is bigger than supply growth.

Total TFT array capacity vs. large-area and small/medium FPD module demand growth rate

© 2018 IHS Markit

Notes: Demand includes AMEPD, AMLCD, AMOLED, a-Si, LTPS and oxide panels for both large-area and small/medium applications. Capacity includes all ramped capacity for fabs with ≥30% probability for all applications, glass sizes, and technologies.

Source: IHS Markit

8

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

LCD, AMOLED, AMEPD Demand Y/Y% 16% 6% 14% 5% 6% 7% 7% 5% 6% 1% 2% 3%

TFT Capacity for AM Applications Y/Y% 8% 5% 5% 7% 6% 3% 10% 11% 7% 4% 0% -1%

-2%

0%

2%

4%

6%

8%

10%

12%

14%

16%

18%

Year/

Year

Gro

wth

Rate

s (

%)

Gen8.6

Gen10.5

Balance to

Shortage


Fab restructure schedule, 2017-2019

Panel Maker Fab Gen/Glass

Size

Original

capacity

Tech. Current

utilization

Products Ramp-up year Depreciated

year

Original

EOL

Year

Shutdown &

Convert

Samsung

Display

L7-1 Gen 7 155 K/M a-Si 95% 40" TV 2005 2011 2018 December 2016

L7-2 Gen 7 165 K/M a-Si 95% TV, Monitor 2006 2011 2019

L8-1 Gen8 195 K/M a-Si 85% TV 2007 2013 2022 New QD OLED TV

panels ?

AUO L3C Gen 3.25 60 K/M a-Si 40% Mobile 1999 2006 2018

L4A Gen 3.5 25 K/M+ 35 K/M

Touch

a-Si 60% Mobile, Touch 2001 2008 2018

Innolux T0 Gen 4 20 K/M a-Si+EPD 70% Mobile 2004 2009 2018

T1 Gen 5 60 K/M a-Si 70% Mobile 2004 2010 2018

Fab 1 Gen 3.25 70 K/M a-Si 60% Mobile 1999 2005 2018

Fab 2 Gen 3.5 85 K/M a-Si 50% Mobile 2001 2007 2018

Fab 3 Gen 5 145 K/M a-Si 85% Mobile, NB 2003 2010 2018

LG Display P3 Gen 3.5 92 K/M a-Si 50% Mobile, NB 2000 2004 2018 March 2018

P5 Gen 5 100 K/M a-Si 62% Mobile, NB 2002 2007 2018 Partially shift to

OLED lighting

BOE B1 Gen 5 75 K/M a-Si 50% Shift to E-Ink 2004 2012 2016 Shift to e-paper

B2 Gen 4 45 K/M a-Si 70% Mobile 2008 2016 2016

Sharp Taki No.2C Gen 3.5 45 K/M a-Si 80% Auto, Mobile 2000 2005 2017

Taki CGS B Gen 4 95 K/M a-Si, In-Cell 30% Mobile 2003 2010 2019 To OLED

backplanes

JDI Nanomi Gen 5.5 22 K/M LTPS <50% Mobile 2011 2017 2018 January 2018

Source: IHS Markit © 2018 IHS Markit

Possible fab restructures (shutdowns or convert), 2017-2019

9


6 Gen10.5 Fabs to Meet 65”+ Market in 2022 without considering Old Gen8

Source: IHS Markit ©

2018 Global TV Panel Forecast

LCD TV

266M

OLED TV

3M

Quantum Dot

TV 3M

272M

20”~40”

120M

42”~50”

79M

55”~60”

52M

65”~80”

20M

© 2018

2022 Global TV Panel Forecast

Source: IHS Markit

LCD TV

257M

OLED TV

10M

Quantum Dot

TV 9M

276M

20”~40”

81M

42”~50”

95M

55”~60”

61M

65”~80”

40M

©

How many Gen10.5 we need ?

Source: IHS Markit

Gen10.5 Fab 100K/M

65” 75”

5.5M/Year. 1.5M/Year.

7M/Year.

We need 6 Gen10.5 Fabs

(But some old Fabs have to be

restructured)

10


Current 65”+ TV Panel Production • Currently, most 65” are made in Gen8 (Korea) and Gen6 (Taiwan). As more Gen10.5 will be targeting at

65”, the pressure for old Gen6 and Gen8 are increasing. Most 75” are made in Gen7, and 75” from

Gen10.5 will also be the pressure.

11

2018 65” Panel Production By Maker by Fab (Million Units)

© 2018 IHS Markit

Source: IHS Markit

Gen6

Gen10.5

Gen6

Gen8

Gen8

2018 75” Panel Production By Maker by Fab (Million Units)

© 2018 IHS Markit

Source: IHS Markit

Gen7

Gen10.5

Gen7 Gen7

Gen7

2018 : 18M 2018 : 3.3M Future

Gen10.5:

BOE, CSOT,

Sharp, LG

Display

Future Gen10.5:

BOE, CSOT,

Sharp, LG

Display


TFT array fab activity for Gen 10.5/11 factories

Order Equipment Install Equipment Mass Production

TFT array fab activity Gantt chart – Gen 10.5/11 (all potential fabs being tracked included, regardless of probability)

© 2018 IHS Markit

Notes: Show all Gen 10.5/11 factories currently in data base regardless of probability. Show total Max equipment capacity for all phases of the factory. If capacity (Max) probability is <30%. BOE B17, Sharp Guangzhou, CSOT T7, B9 and B17 may adopt oxide in future phases.

Source: IHS Markit

12

Region Manufacturer Factory Application MG Size Tech Max Install %

China BOE BOE Hefei B9 LCD 2940 x 3370 a-Si 140 Jun-17 100%

China China Star CSOT T6 LCD 2940 x 3370 a-Si 90 May-18 100%

Korea LG Display LGD Paju P10 G10.5 AMOLED 2940 x 3370 Oxide 60 Nov-18 90%

China Sharp Shrp-Fxcn Guangzhou LCD 2940 x 3370 a-Si 90 Feb-19 90%

China BOE BOE Wuhan B17 LCD 2940 x 3370 a-Si 120 Jun-19 90%

China HKC Display HKC Zhengzhou G10.5/11 LCD 2940 x 3370 a-Si Jan-20 25%

China China Star CSOT T7 LCD+AMOLED 2940 x 3370 a-Si 90 May-20 65%

China CEC Panda CEC 4 LCD 2940 x 3370 a-Si Jan-21 15%

Korea Samsung Display L9 (QD OLED) QD OLED 2940 x 3370 Oxide May-21 20%

China CHOT CEC Xianyang 2 LCD 2940 x 3370 a-Si Dec-22 15%

America Sharp Shrp-Fxcn Wisconsin G10.5/11 LCD 2940 x 3370 a-Si/Oxide Oct-23 20%

2017 20232018 2019 2020 2021 2022

12


LG Display May Convert more a-Si TFT to OLED in 2019

• In case of aggressive investment to G8.5

conversion in Paju

> Convert P8-1 to Oxide in 2019

> Convert P8-2 to Oxide in 2020

> a-Si LCD 240Ksheet/m

Oxide 180Ksheet/m

• Keep maintain overall G8.5 capacity

> 525Ksheet/m 510Ksheet/m

• Achieve original target

: over 10million unit in 2021

Need to find perfect timing not to hurt competitiveness

450 430 395

360

290 240 240 240 240

75 75 130 180

210

240 240 255 270

0

100

200

300

400

500

600

H2'18 H1'19 H2'19 H1'20 H2'20 H1'21 H2'21 H1'22 H2'22

LCD OLED

LG Display G8.5 capacity simulation by technology

© 2018 IHS Markit

Ksh

eet/

m

Source: IHS Markit

13


Panel Makers for 2019 LCD TV Panel Plan

14

14

AUO BOECEC-Panda

ChinaStar

CHOTHKC

DisplayInnolux

LGDisplay

Panasonic LCD

SamsungDisplay

Sharp

2015 Actual 27.2 35.4 5.0 25.7 51.8 56.2 6.8 52.5 13.8

2016 Actual 27.2 43.9 4.9 33.1 41.8 52.6 5.8 47.6 7.5

2017 Actual 26.3 43.8 7.2 38.7 5.7 41.8 50.9 1.4 40.2 8.2

2018 BP 26.0 47.5 7.8 38.0 2.5 12.6 42.6 52.0 1.9 38.7 9.0

2019 BP 26.6 54.0 17.5 40.0 13.0 18.2 41.8 43.9 0.8 29.8 10.2

0.0

10.0

20.0

30.0

40.0

50.0

60.0

Comparison of LCD TV panel shipment and business plans by maker in 2017 and 2018 (October 2018 update)


Sh

ipm

en

ts (

millio

ns)

China Makers


TV Size Migration For for 2019

15

50” : 30M

43” supply similar

scale as 55” : 46M in

2019

65” + 22M

0.0

10.0

20.0

30.0

40.0

50.0

60.0

70.0

80.0

90.0

100.0

LCD TV panel shipment and business plans by size , 2013 ~ 2019 (October 2018 update)


Sh

ipm

en

ts (

millio

ns)

58” :

emerge as

a new niche


Display Driver IC shortage Due to increase price of raw materials silicon & demand increase of 5G, automotive and IoT server, all wafer companies decided to

reduce the display driver IC as display driver IC is the lowest profit for IC makers. For long term, the Driver IC allocation of Wafer will

be reduced. New driver IC wafer foundry in China is necessary, so as the technology to reduce the driver IC usage through channel

integration,

175

180

185

190

195

200

205

210

215

2017 2018 2019 2020

Source: IHS Markit

Wafer foundry capacity for driver ICs for 9-inch+

displays (000 pcs)

© 2018 IHS Markit

Large Area Display Driver IC Wafer Allocation by IC

Makers (2018)

© 2018 IHS Markit

Source: IHS Markit

27%

15%

12%

5%

14%

16%

11% Novatek

Himax

Raydium

Fiti

Ilitek

Samsung LSI

Siliconwork

16


iPhone Display in 2018

17

Apple iPhone New Panel in 2018 by IHS Markit Estimation

iPhone iPhoneX

(2017) iPhone XS (New) iPhone XS Max (New) iPhone XR (New)

Display Size 5.85” (5.9”) 5.85” (5.9”) 6.45” (6.5”) 6.06” (6.1”)

Resolution 2436x1125

459 PPI

2436x1125

459 PPI

2688x1242

459 PPI

1792x828

325 PPI

Aspect Ratio 19.5:9 19.5:9 19.5:9 19.7:9

Display Form Factor Full Screen

With Notch

Full Screen

With Notch

Full Screen

With Notch

Full Screen

With Notch

Display Technology Flexible OLED Flexible OLED Flexible OLED LTPS TFT LCD

HDR - HDR HDR -

Touch Panel Add On GF2 Add On GF2 Add On GF2 Add On GF2

Force Touch 3D Touch / Force Sensing 3D Touch / Force Sensing 3D Touch / Force Sensing Haptic Touch

Touch Maker Nitto + Nissha Nitto + Nissha Nitto + Nissha Nitto + Nissha

Display Manufacturer Samsung Display Samsung Display Samsung Display

LG Display

JDI

LG Display

Touch Module Assembly

Solution

Samsung Display supply total

solution (Display + Touch +

Cover Glass)



Cover Glass)



Cover Glass).

TPK, GIS

MP timing MP from Q3 2017 Q3 2018 Q3 2018 Q3 2018

Q’ty 40~50M 35M ~40M 50M~60M



Smartphone Brand 2018 Display By Technologies OEM/Brands’ Smartphone Set Forecast by Display Technologies (Unit: M units)

© 2018 IHS Markit Source: IHS Markit

18

Smartphone OEM’s 2018 Set Forecast by

Displays (Set Base For reference, not

Display Base)

© 2018 IHS Markit Source: IHS Markit

Samsung the largest user

on OLED

Apple iPhone

LTPS > OLED

Huawei: Note in LTPS

& OLED

Xiaomi : Rigid OLED

& LTPS

Brands besides Top 10 are not

aggressive in OLED

New China OLED supply is contributing

to the “Others” mainly

LTPS TFT is becoming popular

in the “Others”

Unit: Millions

0

50

100

150

200

250

300

350 Flexible OLED Rigid OLED LTPS TFT a-Si TFT

2018(F) a-Si TFT LTPS TFT

Rigid

OLED

Flexible

OLED

Samsung 290 40 42 128 80

Apple 219 119 100

Huawei 199 75 92 22 10

Xiaomi 131 26 95 7 2

OPPO 123 30 48 32 13

Vivo 101 36 27 33 5

LG 47 25 20 2

Motorola 48 20 21 6 1

Nokia 20 9 10 1

iTEL 19 10 9

TCL-Alcatel 19 9 10 0

Tecno 17 7 10

ZTE 16 10 5 1

Meizu 14 3 9 1 0.5

Sony 11 4 7 0 0

Infinix 10 5 3 2

Others 171 70 95 5 1

Total 1455 379 622 237 216

100% 26% 43% 16% 15%


Smartphone Display Forecast

19

2% 6% 8% 11% 15% 17% 19% 19% 20% 21% 18% 14% 13% 13%

14% 14% 14% 14% 15% 15%

53% 48%

40% 36% 36% 36% 36% 36% 35% 35%

26% 32% 39% 40% 35% 33% 31% 30% 30% 29%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Oxide TFT LCD LTPS TFT LCD a-Si TFT LCD Rigid AMOLED Flexible AMOLED

Smartphone Display Forecast

© 2018 IHS Markit

Source: Apple, IHS Markit

Smartphone Display Price (Q4’18)

© 2018 IHS Markit


Size Resol

ution

Tech Substrat

e

Price

5.8” 2240x

1080

LTPS Rigid $16.5

2960x

1440

OLED Flexible $66

6” 1440x

720

a-Si Rigid $9.3

1440x

720

LTPS Rigid $12.9

2160x

1080

OLED Rigid $21.6

2880x

1440

OLED Flexible $68

3040x

1440

LTPS Rigid $34

19


Full screen smartphone display evolution

20

Full screen display evolution

© 2018 IHS Markit


Tendency 2017 Q2 2017 Q3 2017 Q4 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 2019 Q2 cost add-up

Full screen

Notch design ~$2

Semi-circle Notch

low-middle range~$2

Hole design

Middle-high end~$4-$5

Camera Pump-up

Middle-high end~$5

COF & COP solution $2

Design in mass produce peak shipment

Technology developing

design in




mass produce

mass produceDesign in

AMOLED

AMOLED & LTPS LCD

20


Foldable Display Prototype

1st Generation 2nd Generation 3rd Generation

Type Out Folding In Folding In Folding

Remark All Outed Display Partially Outed Display

(Optional) Additional Display

Bending Radius R ≤ 5 mm R ≤ 2 mm R ≤ 1.5 mm

Set Thickness T ≤ 19 mm T ≤ 17 mm T ≤ 15 mm

Developer Huawei / BOE Lenovo / LG Display Samsung Galaxy / Samsung Display

Application Phone Note PC Phone -> Tablet

Display Size 6.x” QHD (3120x1440?) 13.3” QXGA (2560x1660) 7.29” QXGA + 4.56” HD

Launch Target 4Q 2018 3Q 2019 1Q 2019

6.4”

4.x”

13.3” 7.3”

4.6”

4.6”

Unfolded

Folded

Main Display

Sub Display

21


OLED For Automotive Display

22

Samsung Display 7” AMOLED for Audi E-Tron SUV

© 2018 IHS Markit

Source: IHS Markit,

Samsung Display

Key panel suppliers' AMOLED for automotive status

Supplier Sample

products Status

AUO •1.39" circle

12.3" FHD

• Working with Japanese tier one

• AUO will try COA flexible/curved LCD

instead and focus on micro LED.

BOE •12.3 FHD •• Production for MP with (RA qualified) in Q4

2020 at Gen 6

INX •10.25 FHD

•12.3 FHD

• Sample only and target in 2021

• Instead, promoting active matrix Mini LED

LCD

JDI/JOLED •12.3 FHD

•15.6 FHD

• Working with Denso

• Panel design in 2020, sample in 2021 and

MP in H1 2022

LGD

•12.3, 12.8,

14.2, 16.9, etc.

pOLED

• Working with Continetal, LGE •

• MP in H2 2019

Samsung

• 7 & 12.3

FHD (Rigid)

• 12.4, 12.95" ,

9.22 (Flexible)

• Audi eTron.

• 7-inch e-mirror in Q4 2018.

Tianma •12.x • Under development


22

color-sifted to Yellow-Green due to

decline of the brightness of Blue-pixel

( Blue-color material degradation)


Conclusion : 2019

23

• Size growth is more than volume growth.

• 32” down. 43”/50”/55” up. 65” + 75” > 30M

• Crystal Cycle sustains with over-supply but

more fab restructure/shutdown/conversion will

bring back the balance.

Large Area TFT LCD TV

Smartphone Display LTPS vs. OLED

New Display – Micro LED / Mini LED / New OLED

0%

5%

10%

15%

20%

25%

30%

0

50,000

100,000

150,000

200,000

250,000

300,000

2015 2016 2017 2018 2019 2020 2021G

lut (%

Supply

/Dem

and)

Dem

and v

s. C

apacity (

000 m

2/y

ear)

Demand Total Adjusted m2 Capacity Glut Level

Foldable

Display

launch

• Mini LED Backlight officially MP, from

automotive

• Micro LED TV MP – 75” and 146”, with US$30K

• OLED For Automotive Display & NB, Tablet

• OLED Gen8.5 Fab MP, with MMG and 55”/65”.

• LG Display : OLED TV Panel : 3M in 2018

4M in 2019 10M in 2022.

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24

Documents

Display Market Outlook for 2019 - cena.com.cn › 2018DIC › file › 12.pdf · BOE B1 Gen 5 75 K/M a-Si 50% Shift to E-Ink 2004 2012 2016 Shift to e-paper B2 Gen 4 45 K/M a-Si 70%