Nowadays, more and more full-screen mobile phones are emerging. The demand for smart phones is also driving the growth of small and medium size AMOLED panel production. According to statistics, in 2018, the global production capacity of medium and small-sized AMOLED panels reached 13.6 million square meters, a 51% increase over the previous year. It is expected that the production capacity will climb to 27.3 million square meters in 2021, which is a multiplication trend compared to 2018.
After adopting the AMOLED panel in the Apple iPhone series, Samsung became the biggest beneficiary in the AMOLED field. However, in the first quarter of this year, the smart phone market ushered in the off-season, and the demand for AMOLED panel began to decline sharply. Samsung actively adjusted its pricing strategy, narrowed the gap between AMOLED and LTPS panels, and decided to slow down the production of subsequent 6th-generation AMOLED panels. The construction of the line.
Due to the increasing demand for AMOLED panels from Chinese brand manufacturers and incentives inspired by government subsidies, the panel maker's investment in new AMOLED panel capacity is still on the rise. At the end of last year, BOE produced the first 6th generation AMOLED production line in Chengdu in Chengdu. In 2018, Tianma Microelectronics and Visionox also produced 6th generation AMOLED production lines, followed by the panels of Huaxing Optoelectronics and Hehui Optoelectronics. The plant went into production. It is estimated that the proportion of production area of the overall medium and small size AMOLED panels in China will increase from 16% in 2018 to 37% in 2021, and the proportion in South Korea will fall from 81% to 53% at the same time.