Supply chain
Digitimes Research: Sharp to see Oxide TFT LCD display segment challenges through 2015-2016
Tony Huang, DIGITIMES Research, Taipei

Panel makers are looking to further invest in Oxide TFT LCD technology throughout 2015, with major plans to expand production capacity expected to unfold in the second half of the year and into 2016, according to Digitimes Research.

Oxide TFT LCD panels are now being looked at as the next step for TFT LCD makers to provide high-resolution, energy-saving solutions at competitive prices as costs for the technology continue to drop. Sharp has one of the longest histories in developing Oxide TFT LCD displays, namely for Apple products such as 9.7-inch iPad models, and aims to further invest in expanding production in addition to improving production methods that will allow the company to produce 700ppi and above displays in 2016.

Sharp's dominance in the market, however, will be challenged as Innolux, BOE, LG Display and Samsung Display are also planning to expand production capacity. LG Display is reportedly in discussions to shift investment to increased Oxide TFT LCD panel production while Innolux is also planning similar measures. AU Optronics (AUO) and Samsung may also follow suit.

Additionally, BOE will enter mass production for the technology at its Chongqing 8.5G facilities in 2015, with monthly production capacity reaching 30,000 units.

The effects of such moves are likely to have limited impact on Sharp in 2015, but will clearly pose challenges in 2016, added Digitimes Research.

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