At present, the major panel manufacturers are actively looking for flexible AMOLED capacity.

Flexible AMOLED has been used in smartwatches and smart wristbands. Currently, Apple Watch, Samsung smartwatches, and wristbands, LG smartwatches, Nubia wristband phones are all using flexible AMOLED. Flexible AMOLED can provide greater design space and longer battery life for smart wearable devices. To further extend the battery life of the wearable, Apple Watch Series4 has been powered by LTPO OLED.

Wearable devices consume less AMOLED area and contribute less to capacity reduction, but their profitability is better than that of mobile phones. At present, the penetration rate of rigid AMOLED in the wearable device market is gradually increasing. In the future, with the further maturity of flexible AMOLED technology and the continuous expansion of production capacity, more and more wearable device brands will introduce flexible AMOLED.

The onboard display is the second-largest application in the small and medium-size panel market, which is full of imagination. While car shipments are not as large as in the mobile phone market, each car requires more than a dozen screens, up from an average of two currently. On the other hand, OLED is flexible, light and thin, which facilitates the design of curved surfaces and other special shapes, and its fast response time is conducive to the feedback of vehicle information. Therefore, OLED has a certain space to play in the future on-board display market.

In terms of size, the onboard display screen is generally less than 7 inches, and the integrated screen size can reach more than 20 inches. The onboard display is conducive to reducing the flexible AMOLED capacity. However, the onboard display has high requirements for reliability, life, and other aspects. At present, Samsung, LGD, BOE, Vision and other companies are actively tackling relevant technical problems.

In addition, the traditional IT market also opens the application window for flexible AMOLED. Currently, nearly 90% of laptops are made using A-Si products, with the rest using Oxide, LTPS, and OLED. Compared with A-Si, OLED has the advantages of brighter color, faster response time, and lower power consumption, so it will have a certain market space in the laptop market, especially in the e-sports notebook market and e-sports display market.

Flexible AMOLED to foldable and crimpable stage can also be used in laptop computers. Lenovo has already shown laptops with LGD foldable screens, which it expects to ship in 2020. Samsung Electronics is also planning foldable OLED laptops.

In addition, due to the global overcapacity of flexible AMOLED, it is an important strategy to find more application market directions. Since 2016, Samsung Display developed and designed TFE+Glass medium size panel also tends to mass production, which may become the direction to consume excess flexible capacity.


How to digest the small and medium size flexible AMOLED capacity?