OLED and Mobile LCD Fab Utilization Data Updated through March

Published February 19, 2019

We have updated our monthly and quarterly OLED and Mobile LCD fab utilization data through March and distributed pivot tables and Powerpoint slides. This data includes:

  • Fab capacity by fab line by month and quarter
  • Glass input by fab line by month and quarter
  • Utilization by fab line by month and quarter on a sheets and area basis


The utilization data can be segmented by:

  • Supplier
  • Country
  • TFT Generation
  • Backplane
  • Frontplane
  • Substrate type – rigid vs. flexible vs. foldable
  • Technology – Mobile OLED, OLED TV, LTPS LCD, Total Mobile and Total OLED

As we indicated previously, January was a terrible month for flexible OLED fab utilization, dropping from 64% to 39% due to seasonal weakness compounded by Apple’s earlier OLED launch than last year and weakness in China. We now see it getting worse in February, falling to 37%. However, we see a substantial improvement to nearly 50% in March on the launch of the Samsung Galaxy S10 and foldable products. Note, we are still excluding SDC’s A4 lines and including just ½ of one BOE G6 flexible line. If all the idle SDC and BOE capacity were included, it would be even worse. For the quarter, flexible OLED fab utilization is expected to fall from 68% in Q4’18 to 41% in Q1’19 with glass input down 3% Y/Y despite all the additional capacity added in 2018.

Rigid OLED utilization bottomed out in December at 44%, improved in January to 49% and is expected to continue climbing in February and March. This is a result of increased adoption in China and gains in other applications. For the quarter, rigid OLED fab utilization is expected to rise from 53% to 56% with glass input up 17% Y/Y on Q1’18 a particularly difficult quarter for rigid OLEDs.

Monthly OLED and Mobile LCD Fab Utilization

Source: DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report

Quarterly Glass Input Y/Y Growth

Source: DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report


​OLED TV fab utilization remains the shining star of this survey. OLED TVs achieved full utilization through December, fell to 92% in January and is expected to remain in the low to mid 90s in Q1’19 on slower demand. For the quarter, OLED TV fab utilization is expected to achieve 93%, down from 99% in Q4’18 but up from 87% in Q1’18 as demand remains high. Glass input for OLED TVs is expected to rise 23% Y/Y in Q1’19.

Thus, for total OLEDs on an area basis, we see fab utilization falling from 71% in Q4’18 to 61% in Q1’19, which is up slightly from 60% in Q1’18. Glass input was down 7% Y/Y in Q4’18 which should be a good indicator for UDC’s OLED materials input with variations due to different inventory levels between glass and OLED materials. Q1’19 glass input should be up 12% Y/Y despite the lack of contribution from flexible OLEDs.

In the case of LTPS LCDs, fab utilization fell from 79% to 69% in January and is expected to fall to 58% in February before rising to 65% in March. For the quarter, mobile LCD fab utilization is expected to fall from 83% in Q4’18 to 64% in Q1’19 on seasonal weakness, China weakness and the overall slow growth in the smartphone market. Glass input is expected to fall 7% Y/Y which is the worst performer of the 5 categories.

For more information on DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report including individual fab performance, please contact Gerry@displaysupplychain.com.

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Written by

Ross Young

Ross.Young@DisplaySupplyChain.com