Excessive capacity expansion | Flexible AMOLED oversupply

According to IHS Markit, the global supply of flexible AMOLED panels will be nearly balanced by 2018 due to the new capacity being produced faster than originally expected, and the supply will be 44% greater than the demand. AMOLED panel supply will reach 4.4 million square meters in 2018, an increase of 100% over 2017, but demand will only grow by 69.9% to 2.4 million square meters.

Jerry Kang, principal analyst at IHS Markit Display Research, pointed out that panel makers are confident of the future of flexible AMOLED panels in mobile applications. However, judging from the market conditions this year, the vast majority of mobile phone brand owners are still using LCD or hard type AMOLED panel as the preferred choice, especially 18: 9 or higher aspect ratio panels, the more mobile handset industry favor.In contrast, the flexible AMOLED panel costs are still too high.