Yano pointed out that due to optimistic about the demand for OLED panels to attract Sharp, Japan Display Inc (JDI), BOE, China Star Optoelectronics, Tianma microelectronics and other panel makers actively investing in equipment, estimated that the above manufacturers will begin formal production of OLED 2019-2020 Panel, coupled with the demand for television OLED panels in addition to the demand from smartphones, the global OLED panel market is expected to expand to 1,536.6 million by 2022, (422 million) surged 2.6-fold (+ 264%).
Yano said that on the smart phone market with OLED, the global smartphone market in 2017 although the passivation, but thanks to the iPhone X blessing, OLED panel market grew 10.8% to 441 million, of which iPhone X with the number of OLED panels Estimated at about 60 million due to 2018 on sale of 3 new iPhone machines, it is estimated there will be 2 models will carry OLED panels, boosting the 2018 iPhone with the OLED panel market is expected to significantly expand to more than 100 million s level.
Recently, Gui Ming-kai, a well-known Apple analyst at KGI, pointed out that the 2018 version of the iPhone will have 3 models, of which 2 will carry OLED panels with dimensions of 5.8 inches and 6.5 inches respectively, and a 1-inch LCD panel with a size of 6.1 inches.
IHS Markit released a forecast report on October 24 that the global OLED panel production capacity in 2022 is expected to increase to 50.01 million square meters, which will reach 4.2 times that of 2017.
In addition to the use of the other view, in addition to the supply of OLED panels to Apple's Samsung Display, BOE, China Star Optoelectronics and other Chinese manufacturers will also expand production capacity, driven by 2022 mainly used in smart phones, "RGB" OLED panel production forecast Will increase to 19.1 million square meters to 3.6 times that of 2017. The production capacity of "white" OLED panels for television will increase to 18.2 million square meters and reach 6.1 times that of 2017.