TianMa demonstrate a 5.49" FHD flexible AMOLED prototype
Chinese display maker Tianma has demonstrated its latest flexible OLED display, a 5.49" FHD (402 PPI) panel that has a bending radius of 3 mm. You can see the display in the video below (which continues to show Tianma's LCD demonstrations at SID 2017).
In April 2017 TianMa announced that its 6-Gen LTPS AMOLED fab in Wuhan, China, is now starting to produce panels - both rigid and flexible OLEDs.
TianMa deploys Orbotech's optical inspection and testing systems in its new 6-Gen flexible OLED line in Wuhan, China
Israel-based Orbotech announced that TianMa selected the company's Automated Optical Inspection (AOI) and test systems in its new 6-Gen flexible OLED fab in Wuhan, China. Orbotech's systems will be used to optimize the quality, throughput and process efficiency at Tianma's new production line.
AMOLED panel produced at TianMa 6-Gen fab, Wuhan
Orbotech also reveals that Tianma's investment in this new fab will reach about $1.8 billion. The new fab has stated sample production recently and will ramp up to mass production by the end of the year. The new line capacity will reach 30,000 monthly substrates, and Tainma aims to double the capacity in 2018.
TianMa starts producing rigid and flexible AMOLED panels at its 6-Gen fab in Wuhan
TianMa Micro-Electronics announced that its 6-Gen LTPS AMOLED fab in Wuhan, China, is now starting to produce panels. This is the first 6-Gen AMOLED line in China to enter production. The new fab will produce both rigid and flexible OLEDs.
AMOLED panel produced at TianMa 6-Gen fab, Wuhan
According to reports TianMa is focusing on VR and AR devices, wearable devices and foldable devices. Last month TianMa demonstrated three OLED panels - a 5.5" FHD panel, a 5-inch FHD panel and a flexible 5.46" panel, so it's likely that the smartphone market is also in focus.
Is LG selling OLED equipment to Shanghai Tianma?
A report from SinoCast claims that LG has decided to sell OLED production equipment to Tianma. The deal was signed in May 2016 and deliveries of the equipment have now commenced.
TianMa 6-Gen AMOLED fab, Wuhan
This is a rather strange report. First of all, the company mentioned was LG Electronics, which do not produce OLED displays - LG Display (the report does say that "LGD uses the same equipment").
DSCC sees 1.2 billion mobile AMOLED displays produced in 2021, SDC's market share to drop to 63%
Display Supply Chain Consultants (DSCC) released some very interesting information regarding the mobile OLED market from its recent OLED market report by Yoshio Tamura and Ross Young. DSCC expects mobile AMOLED demand to grow from almost 400 million panels in 2016 to almost 1.2 billion in 2021.
Samsung Electronics, who's already using AMOLED displays in almost 80% of its smartphones will not increase its AMOLED orders by a lot, but shipments will grow dramatically to other players led by Apple, Huawei and Oppo.
Digitimes: Chinese OLED makers to more than double their OLED capacity each year between 2016-2020
According to Digitimes Research, OLED display makers in China will increase their total annual capacity from 272,000 m2 in 2016 to 7.86 million m2 in 2020 - a CAGR or 131.9%.
The largest producer in 2020 will be BOE Display (35% of the Chinese OLED market), followed by Tianma (17.6%), Visionox (14%), Everdisplay (11.6%), CSoT (9.5%), Truly (7.8%) and Royole (4.5%).
IHS: Chinese OLED makers ship over a million panels in Q3 2016
IHS says that combine OLED shipments from all active Chinese OLED makers reached over a 1.4 million panels in Q3 2016 . This is still small relative to Samsung's capacity (which made around 70 million panels in the quarter) but a step forward for these companies.
IHS says that strong demand from Chinese smartphone brands (see chart above), mostly Oppo and Vivo boosted the demand for AMOLED displays. Coupled with the reported supply shortage at SDC this created an opportunity for the new OLED makers based in China. In Q2 2016 these Chinese OLED makers produced around 600,000 panels (so production more than doubled in the quarter.
Tianma plans a 6-Gen LTPS AMOLED fab in Xiamen
According to a story on iTers News, Tianma is planning to construct a 6-Gen AMOLED fab in Xiamen, China. The fab's capacity will be 30,000 monthly substrates.
The origin of this story is from LG Electronics' whose PRI research institute won a bid to supply ELA LTPS laser equipment to Tianma's upcoming fab.
Cynora to collaborate with Johua Printing on OLED TV technologies
Blue TADF developer Cynora signed a MoU (Memorandum of Understanding) with Guangdong Juhua Printing Display Technology to cooperate on OLED TV development.
Johua was established earlier this year by CSoT (66%) and TianMa (34%) with an aim to industrialize printed OLED technologies. Johua Printing is an "open innovation platform" guided by the Chinese government that collaborates with both industry and universities to drive the progress of China's display industry and the GUangdong Province specifically.
UDC signs a license and material purchase agreement with Tianma
Universal Display signed a five-year OLED Technology License Agreement and Supplemental Material Purchase Agreement with Tianma Micro-electronics. Under the license agreement, UDC granted Tianma non-exclusive license rights to manufacture and sell OLED display products based on its IPs. UDC will also supply phosphorescent OLED materials to Tianma.
Tianma is currently producing AMOLED displays in low volume in its 5.5-Gen pilot fab in Shanghai (our own sources say that these displays are not commercial yet but will be so by the end of 2016). In May 2016 the company demonstrated flexible and rigid OLED prototypes, including a 5.5" 702p (270 PPI) flexible OLED prototype with a bending radius of 20 mm.
