OLED Utilization Ramps Up in 2H

Austin, TX USA -

The combination of normal seasonality and pandemic-induced weakness in the smartphone market had utilization (UT) rates at OLED fabs at low levels in the first half of 2020. UTs rebounded in Q3 and are expected to continue high in Q4, according to the latest update to DSCC’s Quarterly OLED and Mobile LCD Fab Utilization Report released this week. The report details monthly capacity and utilization for OLED lines and LTPS LCD lines, with capability to sort by parameters such as country, substrate type, supplier, form factor and TFT generation.

The first chart from the report included here shows the total monthly industry TFT capacity for flexible and rigid OLED and for LTPS LCD. While total OLED capacity surpassed LTPS LCD in 2018, the component parts rigid and flexible remain lower than LTPS LCD, but flexible OLED capacity is closing the gap in 2020. The shutdown of Japan Display’s Hakusan plant in mid-2019 removed roughly 7% of the industry’s LTPS LCD capacity, and expansions by BOE in Mianyang and Chengdu will continue to increase flexible OLED capacity, while expansions at Everdisplay and JOLED are increasing rigid OLED capacity in 2H 2020.

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