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China Video Industry Association Hosts China OLED Industry Forum
December 22, 2016

 

 

 

I attended the China OLED Summit put on by the China Video Industry Association (CVIA) & China OLED Display Industry Association and it was as upbeat an event as I have participated in the last 5-years. There is a real optimism in China, which is likely a function of the mass building of 5th and 6th Gen fabs for OLEDs as shown in the following table.

 

Table 1 Operation and Construction of New OLED Fabs

Panel Maker

Substrate

Fab

Capacity

MP

BOE

Rigid/Flex

Gen 6

48

Q118

BOE

Flex

Gen 6

15

Q319

Tianma

Rigid

Gen 6

30

Q317

EDO

Rigid

Gen 4.5

21

Q414

EDO

Flex

Gen 6

30

Q219

Visionox

Rigid

Gen 5.5

15

Q215

Visionox

Flex

G6

30

Q418

Visionox

Flex

G6

30

Q119

Truly

Rigid

Gen 4.5

30

Q416

Truly

Flex

Gen 6

30

Q418

CSOT

Flex

Gen 6

60

Q419

Royale

Flex

Gen 5.5

15

Q318

Sharp

Flex

Gen 6

40

Q318

Source: Companies

 

Moreover, the smartphone OEMs, continue to increase their use of OLEDs and are frustrated by the lack of supply from Samsung. At the conference, LG Display, BOE, Skyworth and Konka presented and the common theme from both OLED panel maker and OLED TV maker was the expectation that the high-end TV market will be dominated by OLEDs.  LG expects to ship just under 1m units in 2016, about 25% 65”, 2m in 2017 and 2.5m in 2018.  As we have reported in the last couple of weeks, LG’s 8th Gen pilot line for IJP of OLEDs is key to deciding the manufacturing approach for the coming Gen 10.5 OLED fab in Paju. LG is under continuing pressure as not only BOE and CSOT have started construction of these mammoth projects, but also Sharp and HKG announced they would consider investing US$7b to be a player.

 

Just prior to the start of the conference, LG Display announced it would reorganize its divisional structure, moving from 5 business units to three. LG Display merged the LCD and OLED divisions, with the OLED side getting the bulk of the focus.  The mobile division will also shift its focus toward OLED also, as it now incorporates both LCD and OLED small panel units, and the IT division will focus on the monitor, notebook, and industrial displays, although it also acquired a portion of the ‘advanced display’ business that was part of the OLED group previously. The OLED lighting business that they acquired from LG Chem is now part of the TV division.

 

The focus of the new TV and mobile divisions will be toward OLEDs and the company will lay the groundwork next year to expand the small/medium plastic OLED displays as it invested 50% of 2016 capex for OLEDs and guided 70% for OLED next year.  Further, LGD is adding flexible OLED capacity at its E5 fab, converting some LCD lines to OLED, and is shifting some of their LTPS backplane production from LCD to flexible OLED. But LGD is not exiting the LCD business, despite the plant closures or conversions, and LCD will continue to be a dominant display modality for the near and mid-term, but the focus of the industry. 

 

 






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