The AMOLED TV-use panel market is expected to suffer from the supply shortage as the demand is forecasted to begin to increase rapidly from 2014. According to the report of 'AMOLED TV Development Status and Competitiveness Analysis' issued by Displaybank (www.displaybank.com) which was acquired by IHS Inc. (NYSE:IHS) recently, 8.5G AMOLED production lines that LG Display (hereafter 'LGD') and Samsung Mobile Display (hereinafter 'SMD') currently hold or plan to construct are expected to absorb the increasing demand in the second half of 2015, however, is predicted to be unable to cope with the subsequent increase in demand. Accordingly, Displaybank puts an emphasis on the need to build additional large-scale 8.5G AMOLED production lines, targeting the operation in 2016.

Displaybank also forecasted that the supply capacity of AMOLED TV-use panels will increase steadily after the production release in the second half of this year, increase rapidly in the second of 2013, and the production cost of 55" AMOLED panel also drop by nearly one third of the initial period of the mass production. In addition, AMOLED TVs of various sizes are expected to be released in the first half of 2014, and TV set makers' demand for AMOLED panel is also expected to increase rapidly.   

As large display panel makers such as Sony, Panasonic, and AUO are rushing into the mass production of large AMOLED panels one after another in recent years, several panel makers in addition to LGD and SMD are expected to attempt the mass production of large AMOLED TVs after 2014.

Min-soo Kang, a senior researcher of Displaybank, said that AMOLED has much room for panel makers to possess most of the technology exclusively from the composition rate of materials to the manufacturing processes, whereas LCD panels are made by the method to receive the parts from outside and assemble.  In addition, he also predicted that since LGD and SMD can afford to convert the technological prowess of the small and medium-sized AMOLD mass production and the conventional LCD manufacturing facilities into the use of OLED, they can maintain the technological gap of several years compared to other late starters.

This report issued by Displaybank includes the performance comparison with LCD panels, the competitiveness comparison in accordance with the OLED manufacturing process, the comparison of production cost by panel, AMOLED TV, and the panel market forecast, and so forth, on 'AMOLED TV Development Trend and Competitiveness Analysis' prior to the full-fledged release of fledged 55" AMOLED TV. 

< Global 8.5G AMOLED Line Supply Capacity Forecast (Based on 55” panel production) >

(Source: Displalybank, AMOLED TV Development Status & Competitiveness Analysis)

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