At present, the competition in the global small and medium-sized OLED panel market is becoming increasingly fierce. In addition to the Korean and Japanese panel factories, the Chinese mainland panel factory is also actively investing, and the OLED panel market will enter the Warring States era.
Apple iPhone X smart phone OLED panel supply source, in addition to the Korean Samsung display, another Korean factory Lejin display may also be the second panel supplier of 2018 new iPhone.
In addition, Japan is likely to supply OLED panel manufacturers in the near future, Sharp has taken the lead, beyond the progress of Japan's display (JDI), this year has the opportunity to start supplying OLED panels for Apple's mobile phones.
In addition to the above-mentioned Korean and Japanese panel factories, the mainland China panel factory is not far behind. According to Zeng Zhanghe, the technical director of China Tianma Group, at the IDW'17 International Display Seminar in Sendai, Japan in December 2017, the production progress of various small and medium-sized OLED panel factories in mainland China was announced.
According to statistics, there are currently 13 new and medium-sized OLED panel factories in mainland China, including 11 in the 6th generation line. According to Zeng Zhanghe, if all OLED panel lines are mass-produced, the production capacity will reach 350,000 pieces or more, but the actual demand only needs about 180,000 pieces. Together with the production capacity of Korean and Japanese OLED panel lines. In other words, small and medium size OLED panels are oversupplied.