At present, the global market for small and medium sized OLED panels is becoming increasingly fierce. In addition to Korean and Japanese panel makers, the Chinese mainland panel makers are also actively investing, and the OLED panel market will enter the Warring States period.
Apple iPhone X's OLED panel supply source, in addition to South Korean factory Samsung monitor, another Korean factory Le gold display may also be the second panel supplier of 2018 new iPhone.
In addition to this, Japan's suppliers who may supply OLED panels have also been exposed in the near future. Sharp has taken the lead and surpassed the progress of the Japanese display (JDI). This year, it has the opportunity to start supplying OLED panels for Apple's mobile phones.
In addition to the above-mentioned panel factories in Korea and Japan, the Chinese mainland panel makers are not far behind. According to China's Tianma Group's chief technology officer Zeng Zhanghe, at the IDW'17 International Display Seminar in Sendai, Japan, in December 2017, he released the mass production progress statement for small and medium sized OLED panel makers in the mainland.
According to statistics, there are currently 13 new and old small and medium sized OLED panel factories in mainland China, of which 11 are on the 6th generation line. According to Zeng Zhang and his statement, if all OLED panel lines are mass-produced, the production capacity will reach 350,000 or more, but the actual demand will only need about 180,000 pieces. In addition, the production capacity of OLED panel lines in Korea and Japan. In other words, the supply of small and medium-sized OLED panels is oversupply.
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