Analysis: OLED TV's rapid development in the next three years may face panel shortage

- Dec 27, 2018-

According to a recent report from foreign media, due to rising consumer demand and limited production capacity, today's TV manufacturers will face a serious shortage of large-size OLED panels in the near future.

The report entitled "The TVDevelopment Status and Competitiveness Analysis" recently published by research firm Displaybank pointed out that the 8.5-generation AMOLED production line will reach the explosive point in the next three years, and the future demand will be in the expected demand. Continued to grow. The panel foundry factories of Korean companies such as Samsung and LG have begun to transform into a new generation of AMOLED production lines. Displaybank warns that unless there are other larger 8.5-generation AMOLED production lines in 2016, OLED TV panel makers will not be able to meet consumer demand worldwide.

OLED TV is regarded as a new generation of "big names" in the luxury TV market. OLED TVs are widely acclaimed, and demand is tempting. Sony, AU Optronics, Panasonic and other TV manufacturers are rushing to develop their own OLED HDTVs. Look forward to promoting new products as soon as possible.

The surge in demand for products has caught the attention of AMOLED panel makers. Displaybank believes that the capacity of LG and Samsung panel plants is nearing its maximum, and the two are currently the two largest of these panel suppliers. Displaybank recommends that AMOLED manufacturers collaborate to expand panel production capacity in the next few years to prevent future market demand.

At the same time, Displaybank believes that because AMOLED panels do not require many different components to be combined like LCDs, their unique manufacturing process allows them to maximize capacity expansion in a single production site. In addition, Displaybank senior researcher Min-sooKang believes that if AMOLED demand continues to grow, then Samsung and LG's panel factories have the ability to convert today's LCD manufacturing equipment into AMOLED production lines.