According to investment trend data from UBI Research, the net area capacity of AMOLED production worldwide is expected to grow at a CAGR of 48% from 2018 to 2020.
As a result its analysis, it calculated that the glass area based on the overall equipment capacity, the net area capacity of AMOLED mass production, was 13 million m² in 2017. However, it is expected to grow more than three times to 40 million m² in 2020.
The net area capacity of AMOLED mass production area is projected to grow from 4 million m² in 2017 to 8.4 million m² in 2020, and that of small and medium-sized AMOLED is to be increased about 3.5 times from 9.1 million m² in 2017 to 32 million m² in 2020.
The firm’s analysis shows that LG’s net area capacity will increase by 6.9 million m² from 2018 to 2020, followed by Samsung with a 5.8 million m² increase and BOE with a 4.4 million m² increase.
On the other hand, when compared to the net area capacity for small and medium-sized AMOLED, Samsung is expected to increase by 5.8 million m², with the largest investment, followed by BOE with a 4 million m² increase and LG with a 2.9 million m² increase.
LG’s AMOLED mass production line investment in China will lead LG to have more than double BOE’s AMOLED production capacity in terms of net area capacity in 2020. However, BOE is expected to overtake LG regarding small and medium-sized panel capacity in 2019.
