Taipei, Tuesday, November 21, 2017 07:27 (GMT+8)
cloudy
Taipei
19°C
Digitimes Research: China smartphone vendors may favor local AMOLED suppliers over Samsung Display
Jen-Chieh Yang, DIGITIMES Research, Taipei [Tuesday 24 January 2017]

It may be difficult for China-based AMOLED panel makers to obtain orders from Apple and other international smartphone vendors at least in the next five years das they are technologically inferior to Samsung Display, but their products are likely to be adopted by local smartphone vendors whose global market share is rising, according to Digitimes Research.

China-based makers have been developing AMOLED technology and are setting up production lines, with total production capacity expected to exceed 50% of the corresponding total for Samsung Display and LG Display in 2020, Digitimes Research indicated.

China AMOLED makers face two major barriers: hiking resolution and harnessing plastic substrate technology. Samsung Display is significantly superior to China-based makers in these two areas.

For the two key technologies, China-based EverDispaly Optronics (Shanghai) in 2017 is expected to attain the level that Samsung Display reached in 2014. EverDisplay is lagging three years behind, while other China-based makers are further behind by 1-2 more years.

In manufacturing AMOLED panels, yield rates for evaporating light-emitting materials are a bottleneck and the yield rates decrease as resolution increases. Among China-based makers, only EverDisplay and Truly Opto-Electronics are capable of producing Full HD AMOLED panels currently, and Kunshan Govisionox Optoelectronics, BOE Technology and Tianma Micro-electronics may be able to do that between the end of 2017 and mid-2018.

Samsung Display began production of flexible AMOLED panels using PI (polyimide) material in the second half of 2014. China-based makers have unveiled such panels but cannot start volume production until 2018.

Content from this article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

Realtime news
  • Asustek expected to remain at top in motherboard and graphics markets in 2018

    Before Going to Press | 9h 34min ago

  • Nova to see increasing orders from memory clients

    Before Going to Press | 9h 34min ago

  • Taiwan Tohcello to establish ICROS tape factory in southern Taiwan

    Before Going to Press | 9h 34min ago

  • Qualcomm reportedly to cut cooperation with Taiwan IT players over IIoT development

    Before Going to Press | 9h 35min ago

  • Epistar chairman expects Mini LEDs to aid on empty capacity issue

    Before Going to Press | 9h 35min ago

  • China solar players considering new plants in US

    Before Going to Press | 9h 35min ago

Pause
 | 
View more

China AMOLED panel capacity expansion forecast, 2016-2020

RESEARCH EXTRAS | Jun 8, 15:37

This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.

Taiwan server shipment forecast and industry analysis, 2017

TAIWAN MOBILE DEVICE | May 31, 10:20

According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

Global tablet market – 3Q 2017

GLOBAL TABLET | Nov 16, 14:59

According to Digitimes Research statistics, third-quarter 2017 global tablet shipments totaled 42.29 million units, outperforming market expectation. Shipments of both brand and white-box tablets showed obvious on-quarter growth with the shopping season kicking...

Taiwan LCD TVs – 3Q 2017

TAIWAN DISPLAY SYSTEM | Nov 14, 14:08

Shipments to North America saw significant growth in the third quarter of 2017 because of seasonality. Year-end holiday promotions are expected to drive up Taiwan's LCD TV shipments in the fourth quarter.

Taiwan small- to mid-size LCD panels – 3Q 2017

TAIWAN LCD PANEL | Nov 13, 15:36

Taiwan panel makers saw strong orders for 18:9 all-screen smartphone applications in the third quarter, during which their 6G LTPS production capacity also increased.

UMC
China AMOLED panel capacity expansion forecast, 2016-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.