Tight Supply and Record Capital Spending Expected

AUSTIN, TEXAS , USA, April 18, 2017 /EINPresswire.com/ -- Display Supply Chain Consultants (DSCC) has released its latest quarterly report on OLED supply, OLED demand and the OLED equipment market. In addition to the latest OLED fab schedules, OLED capacity forecasts, OLED yields by fab, OLED panel shipment forecasts by application, OLED supply/demand scenarios taking foldable and rollable displays into account, the report also includes detailed forecasts and market share of rapidly growing OLED equipment market segments including evaporation, ink jet printing, lithography and excimer laser annealing.

According to DSCC CEO Ross Young, “OLEDs are growing rapidly as the entire smartphone market is expected to convert to OLEDs over the next 6-8 years. OLEDs offer improved display performance (contrast, motion performance, viewing angles) and their ability to be made flexible will enable larger displays in existing form factors through foldable and rollable implementations. In addition to improved display performance and larger sizes, OLEDs will also result in lighter weight, increased ruggedness and innovative foldable and rollable designs, enabling smartphone brands and OLED suppliers to increase their ASPs. With Samsung’s and Apple’s smartphone brands expected to control over 60% of OLED capacity through 2019, there is a legitimate fear among other smartphone brands that they won’t be able to secure sufficient OLED supply and those brands are encouraging more panel suppliers to enter the OLED market and existing suppliers to add more capacity by making capacity investments, up-front payments, etc. In addition, with Samsung Display proving that OLEDs can generate higher margins than LCDs and OLED smartphone demand strong, most of the display industry is now racing to build mobile OLED capacity. Because OLED fabs are significantly more capital intensive than LCD fabs, this will translate into record spending on display manufacturing equipment in 2017 and elevated spending for years until the smartphone and other applicable mobile markets are fully penetrated which we don’t expect to occur for some time. This report quantifies for the first time how many OLED fabs will be necessary to saturate the smartphone market. We also expect to see spending on OLED TV capacity increase significantly from 2020 on 10.5G fabs as ink jet printing and soluble materials mature.”

Highlights from this report can be found here - http://www.displaysupplychain.com/oled-sd-41817.html.

This highly informative, quarterly report features ~200 PPT slides, three Excel Pivot table files and four other Excel databases. This report is extremely useful to anyone tracking the OLED market and has been adopted by panel manufacturers, equipment suppliers, materials suppliers and financial analysts.

Report pricing starts at $8995. For more information on the Quarterly OLED Supply/Demand and Capital Spending Report and Model, please click here contact info@displaysupplychain.com or call (512) 577-3672.

DSCC has also organized an OLED-heavy business conference during SID’s Display Week with executives from many companies in the OLED supply chain participating including Applied Materials, BOE Technology, Corning, Cynora, Kateeva, LG Display, Merck, Royole and UDC. Click http://www.displaysupplychain.com/siddscc-business-conference.html for additional information.

About Display Supply Chain Consultants

Display Supply Chain Consultants (DSCC) was formed by experienced display market analysts from throughout the display supply chain and delivers valuable insights through consulting, syndicated reports and events. The company is in the US and Japan, is on the web at www.displaysupplychain.com and can be reached at info@displaysupplychain.com or (512) 577-3672.

Ross Young
DSCC
512-577-3672
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