Yoshio Tamura SID19 Biz

Abstract:

Smartphone Display Market Outlook: China Flexible OLED is ramping up

• OLED Fab Investment Forecast by OLED Supplier
• Rigid/Flexible OLED Supply vs. Demand
  
• Panel Cost Comparison between Korea and China
  
• Competition between Rigid OLED and LTPS LCD
  
• OLED Panel Supply Chain

Smartphone market is saturating but the display specifications are changing:

• From LCD gradually to Rigid OLED/Flexible OLED
• From 5.5" to Larger sizes like 6.5"
• To Full Active Display by adopting Notch and Hole