China Will Overtake Korea’s AMOLED Capacity

Sigmaintell Consulting predicts that global small- to medium-size LTPS AMOLED capacity will rise 30% YoY in 2015. Both South Korean and Chinese vendors are investing in production; Sigmaintell believes that China may overtake South Korean capacity by 2018, if current speed is maintained.

Approximately 40% of LTPS AMOLED capacity will be for flexible applications in 2018. Overall capacities for LTPS AMOLED and LTPS TFT-LCD will be similar by this point, largely due to Chinese makers. By 2018, Chinese makers are expected to have a global share of 31% of the AMOLED market and 50% of the LTPS AMOLED market.