The market research firm analyzed the glass area based on the overall equipment capacity, revealing that the net area capacity of AMOLED mass production was 13 million square meters in 2017, however, it is expected to grow more than three times to 40 million square meters in 2020.
UBI research expects the net area capacity of AMOLED mass production area to grow from 4 million square meters in 2017 to 8.4 million square meters in 2020, and that of small and medium-sized AMOLED from 9.1 million square meters in 2017 to 32 million square meters in 2020, roughly a 350% increase.
Analysis shows that LG Display’s net area capacity will be increased by 6.9 million square meters from 2018 to 2020, followed by Samsung Display with 5.8 million square meters increase and BOE with 4.4 million square meters increase.
On the other hand, when compared to the net area capacity for small and medium-sized AMOLED, Samsung Display is expected to increase by 5.8 million square meters, with the largest investment, followed by BOE of 4 million square meters’ increase and LG Display of 2.9 million square meters increase.
According to Lee Choong Hoon, CEO of UBI Research, LG Display’s AMOLED mass production line investment in China will lead LGD to more than double BOE’s AMOLED production capacity in terms of net area capacity in 2020, however, BOE is expected to overtake LG Display at small and medium-sized panel capacity in 2019.
AMOLED Display Market Track consists of investment data, market performance, market forecast, ASP, cost analysis, competitiveness analysis and so on. The investment data in this report contains details of the investment history of the panel companies, current status, and investment prospects for the next three years.
UBI Research - www.ubiresearch.com