It is found that covid-19, which has been spreading all over the world since January this year, has also had a negative impact on the OLED industry. According to UBI research’s semi annual report on OLED displays in 2020, the total OLED shipments and sales in the first half of 2020 are 231 million and 13.2 billion US dollars respectively. Compared with 230 million units and 13.8 billion sales in the first half of last year, the shipment increased by 1 million units, but the sales decreased by 600 million dollars. < / P > < p > the decrease in sales and the increase in shipments are due to the increase in the shipment of OLEDs for watches with lower prices, but a decrease in OLEDs for smart phone TVs. In the first half of 2019, the shipment volume of OLEDs for watches was 22 million, but 1h20 increased significantly to 33.5 million, which increased the overall shipment of OLED panels. However, the OLED market for smartphones has decreased by 10.6 million units. < / P > < p > on the other hand, with the launch of Galaxy Z flip by Samsung Electronics in the first half of this year, the foldable OLED market has increased significantly. < / P > < p > it is expected that from 2023, the growth of panel manufacturers’ production line capacity for mobile devices will slow down. The investment of Chinese enterprises will be maintained until 2022. However, as the oversupply of OLEDs for smart phones continues, it is difficult to expect further investment. < p > < p > Samsung display company is transforming the LTPS TFT production line of A3 factory into ltpo TFT production line. Since the transformation has been completed, all factories can produce y-octa. It is estimated that the mass production capacity will gradually decrease, reaching 9 million square meters in 2021. < p > < p > therefore, before this year, the mass production base area of South Korea was 56.5%, but from 2021, China’s mass production capacity is expected to reach 1%, but the capacity proportion is rapidly reversing. It is expected that after 2022, China’s mass production capacity is expected to exceed 50%. Global Tech

By ibmwl