IHS Markit：2017年柔性AMOLED增長250％，柔性顯示未來可期
根據2018年2月27日，IHS Markit最新消息，由於需求突然增加，2017年柔性AMOLED出貨量是2016年的3倍，佔到AMOLED面板整體出貨量的54.6%。
2017年柔性AMOLED面板市場由2016年的35億美元增長到120美元，增長了近250%；而同期的剛性AMOLED面板出貨量卻萎縮了14%。三星於2017年的第三季度開始為IPhone X提供柔性AMOLED顯示屏，成為柔性AMOLED面板市場的主要增長點。此外，2017年，LG Display，BOE和崑山國顯也開始為智能手機和智能手錶生產柔性AMOLED面板，共同推動了柔性AMOLED市場的發展。
HIS首席顯示分析師Jerry Kang分析說：「越來越多的高端智能手機品牌廠商為了追求獨特設計，開始採用柔性AMOLED顯示屏。市場上柔性AMOLED面板供應商也在增加，但是供應能力還是主要集中在三星。
2017年，平面型AMOLED顯示模組佔了整體AMOLED出貨量的近一半，而在2016年時，曲面型AMOLED才是最主要的外形。Kang 解釋說「由於蘋果IPhoneX採用了平面型顯示，所以智能手機顯示的外形更多樣了」。
此外，根據IHS Markit最新的《AMOLED & Flexible Display Intelligence Service》報告顯示，2018年AMOLED柔性顯示屏需求增長將跟不上供應能力增長。「為了應對潛在的供應過剩，很多面板生產企業在未來幾年將試圖對顯示器外觀進行創新，比如發展可摺疊或可捲曲顯示」Kang分析說。
IHS Markit
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Flexible AMOLED Market More Than Tripled to $12 Billion in 2017, IHS Markit Says
LONDON(27 February, 2018) – Thanks to a sudden increase in demand , shipment revenue of flexible active-matrix organic light-emitting diode (AMOLED) displays more than tripled in 2017, accounting for 54.6 percent of total AMOLED panel shipment revenue, according to business information providerIHS Markit(Nasdaq: INFO).
The flexible AMOLED panel market expanded by about 250 percent in 2017 to $12 billion from $3.5 billion in 2016, while rigid AMOLED panel shipment revenue contracted by 14 percent during the same period. Samsung Display started supplying its flexible AMOLED displays for the iPhone X in the third quarter of 2017, which greatly contributed to the overall shipment revenue increase. LG Display, BOE and Kunshan Govisionox Optoelectronics also started producing flexible AMOLED panels for smartphones and smartwatches in 2017, helping the market growth.
「High-end smartphone brands have increasingly applied flexible AMOLED panels to their products for unique and special design,」 saidJerry Kang, senior principal analyst at IHS Markit. 「The number of flexible AMOLED panel suppliers is also increasing, but the supplying capacity is still concentrated in Samsung Display.」
The flat type flexible AMOLED panels accounted for about a half of total flexible AMOLED shipment units in 2017, shifting from the curved type that used to be the major flexible AMOLED display form factor until 2016.
「As Apple applied the flat type to the iPhone X, the form factor of smartphone displays has diversified,」 Kang said.
According to the latestAMOLED & Flexible Display Intelligence Serviceby IHS Markit, the demand for flexible AMOLED panels is not expected to grow as fast as supply capacity in 2018. 「In a way to overcome potential oversupply, many panel makers are trying to develop another innovative form factor, such as foldable or rollable, within a few years,」 Kang said.
