Organic Light Emitting Diode (OLED) heat, IHS estimates that OLED revenue for smart phones in the world in 2018 will surpass LCD panel revenue for smart phones for the first time. AUO and Sic Bo and other Taiwanese factories are expected to catch up with the OLED shipment boom and increase the unit price of products shipped.
IHS estimates that the shipment of OLED panels for smart phones will reach US$18.6 billion in 2018, which will increase by 75% compared with 2015. In contrast, LCD smart phone panel shipments are expected to decline by 15% to 17.6 billion. Dollar. At present, only some Chinese manufacturers such as Samsung Electronics and Huawei use OLED panels. As Apple's iPhone may be adopted in 2017, the trend of adopting OLEDs for high-performance smart phones in the world will become more obvious.
As for the progress of OLEDs in Taiwanese factories, AUO currently uses wearable devices as its main force, such as 1.2 to 1.6 å‹ round, square and other products, and is used in sports, health and fashion. As for OLEDs for VR, we have also developed products such as 3.8 and 5.5, and the resolution is above 420 ppi, and we are currently moving towards 600 ppi.
Suibao is the global PMOLED leader, and has received orders from global wearable device faucets. It has the highest proportion of orders in the faucet and also ships high-end products. In addition, the company is active in the high-end white goods OLED market. The goods also led to profit growth. Sic Bo has developed a soft PMOLED that will be shipped in 2017 to further improve revenue performance.
Innolux is using the small generation production line of Tongbao and Chimei Electric to produce OLED panels, and the development of soft products (plasTIc OLED) is planned by the end of the year. Due to the small capacity, Innolux can only lock the production wearable devices first. OLED screen.
In terms of shipment volume, the shipment of smart phones using LCD panels will still be higher than that of OLED smart phone panels. It is estimated that the shipment of LCD panel smart phones will reach 1.323 billion in 2018, which will reach OLED smart phones ( The shipments in 2018 are estimated to be more than twice the level of 558 million units.
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