The hottest OLED production expansion is temporari

2022-08-22
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OLED production expansion is temporarily suspended, and the market scale may be reduced by 40%

in 2019, with the expansion of large panel factories, the demand for equipment will come to an end, and it is expected that the global panel equipment market scale in 2019 will only be 60% of that in 2018. In 2020, with the implementation of large-scale investment by OLED industry, it is expected to drive the equipment market to rebound to improve reliability

according to the data of the regulatory agency, the investment scale of global panel equipment in 2019 is estimated to be $13.4 billion, a decrease of 38% compared with $21.6 billion in 2018, and the market continued to decline after reaching a peak of $23.6 billion in 2017

among them, the OLED equipment investment in 2019 is estimated to be 5, with less oil output and bubbles of $200million, with an annual decrease of up to 59%. Due to the reduction of investment expenditure in 2019 of LG display (LGD), which dominates the market demand, the OLED equipment investment exceeded $10billion for two consecutive years in 2017 and 2018 driven by the demand for LGD plant expansion

han Xiangfan, vice president of LGD, revealed at the general meeting of shareholders in March that the large-scale OLED investment launched in 2017 will come to an end in 2019. LGD Guangzhou 8.5 generation OLED plant will start construction in 2017. It is expected to start construction in the third quarter of 2019. Pozhou 10.5 generation P10 plant, which will be opened in 2021, has some equipment in storage and completed testing

dscc estimates that the OLED equipment market will rebound in 20 years after carefully filling in the equipment operation handover records, which is expected to grow by 2 times to $10.9 billion, driving the overall panel equipment investment scale to $18.6 billion in 2020, with an annual increase of 36%

in contrast, the LCD equipment market is likely to continue to shrink. It is expected to decrease by another 10% in 2020, with the market size of $7.3 billion and $4 billion in 2021. Since then, with the addition plan of 10.5 generation LCD plants by BOE, csot and other Chinese Mainland operators coming to an end in 2021, it is estimated that there will be only $1.4 billion left in 2022

in terms of regions, the panel investment in Chinese Mainland is the most active, accounting for more than half of the world in 2017. In 2018, it even absorbed more than 90% of the equipment orders, which is expected to reach 93% in 2019. In contrast, South Korea first route accounted for 40% in 2017, reduced to less than 10% in 2018, and is expected to account for only 5% in 2019

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