DIGITIMES: 2021 BOE small and medium size AMOLED panel production capacity will be super LG

Set micro-mesh news, the mainland in recent years, the rapid expansion of large-size TFT LCD panel production capacity, DIGITIMES Research estimated that by 2019 Chinese manufacturers large-size TFT LCD production capacity can surpass the Korean manufacturers, ranking first, a new phase of the policy guidelines It is hoped that the next generation of displays that AMOLED panel production capacity and shipments significantly reduce the gap with the Korean factory.

From the current situation of individual development point of view, although not the first to develop AMOLED BOE technology vendors, but under active investment, has a relatively favorable competitive position, DIGITIMES Research estimates that BOE in 2021 AMOLED small and medium size panel production capacity is expected to exceed LG Display (LGDD; LGD), the world's second largest AMOLED panel suppliers.

Under the neutral development scenario, it is estimated that the total production capacity of AMOLED panels for small and medium size in mainland China will reach 11.31 million square meters in 2022, second only to South Korean manufacturers, accounting for 33.4% of the world's total, up from 7.5% in 2017 %, Significantly improved.

If BOE plans new investment projects are able to get the support of local governments, in the case of aggressive expansion, BOE will reach 20% of global AMOLED capacity in 2022, which will become an important panel supply source that international mobile phone manufacturers can not ignore.

2017-2022 Capabilities and Forecasts of AMOLED Panel Productivity in China for 6th Generation and Below (Neutral Situation)

Source: DIGITIMES Research, 2018/1