According to relevant survey data, as the demand for active matrix organic light-emitting diode (AMOLED) panels in smartphones continues to increase, it is expected that by 2020, shipments of flexible AMOLED panels will account for 50% of total shipments of AMOLED panels. %the above.
According to data provided by IHS Markit, shipments of flexible AMOLED panels are expected to reach 335.7 million units by 2020, exceeding rigid AMOLED panel shipments (315.9 million units). By then, flexible AMOLED panels are expected to reach 52.0% of total AMOLED panel shipments, up from 38.9% in 2018.
Jerry Kang, senior principal analyst at IHS Markit Display Research, said: "With the increasing demand for curved or full-screen displays, the demand for flexible AMOLED panel smartphones has soared since 2016. Major smartphone brands have been Promoting flexible AMOLED screens for its premium products makes a big difference from the appearance of rigid AMOLED and low temperature polysilicon (LTPS) liquid crystal display (LCD) panels."
In 2017, Apple first adopted a flexible AMOLED panel for its iPhone X model, and the second handset, which is expected to be launched in 2018, will also be equipped with a flexible AMOLED panel, which is slightly larger than the first size. User demand for the new iPhone is expected to help drive shipments of flexible AMOLED panels.
Kang said: "Another factor is that high-end smartphone brands are now planning to introduce foldable products through the use of flexible AMOLED panels, which are unlikely to use rigid AMOLED or LTPS LCD panels. In the short term, foldable AMOLED panels are expected Will be the key to changing the demand for mobile devices."
It is estimated that the total shipment of flexible AMOLED panels will reach 157.6 million pieces in 2018, which is more than three times the growth of 46.5 million pieces in 2015, and the compound annual growth rate will reach 50%.