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IHS forecast that flexible display shipments to increase sharply in 2017

Tight supply conditions are expected to change in 2017 once Samsung Display and LG Display start operating their new fabs to increase supply capacity for flexible display

12 Dec 2016 | Editor

According to IHS Markit flexible displays are expected to comprise 3.8% of total display unit shipments in 2017. As more smartphone manufacturers build designs using flexible display technology, shipments of flexible displays are expected to reach 139 million units in 2017, an increase of 135% compared to 2016.

Vivo and Xiaomi launched their first smartphones with flexible active-matrix organic light-emitting diode (AMOLED) displays in 2016, while many other manufacturers have plans to develop their own foldable (or bendable, dual-edge curved) smartphone designs. In particular, Apple is expected to launch its new iPhone using flexible AMOLED display in 2017, which would dramatically drive up expected demand for flexible AMOLED panels. Flexible AMOLEDs are expected to comprise 20 percent of total OLED display unit shipments in 2017.

However, tight supply conditions are expected to change in 2017 once Samsung Display and LG Display start operating their new fabs to increase supply capacity for flexible displays, resulting in earlier availability of new smartphone entrants in the market.

IHS Markit - Flexible display shipment forecast

Figure: IHS Markit - Flexible display shipment forecast

Jerry Kang, Principal Analyst of Display Research for IHS Markit, said, "During 2016, many smartphone manufacturers have pressured display panel makers to supply them with more flexible AMOLEDs for their new smartphone designs, however, due to limited production capacity only a few players had their orders met in quantity." Jerry added, "With new form factors entering the marketplace next year to entice consumers, smartphone manufacturers will find themselves locked in a fierce battle with one another as they jostle to win marketshare for their new smartphone models featuring dual-edge curved and foldable AMOLED displays." Jerry concluded by saying, "Consumer device manufacturers will eventually move from conventionally designed flat and rectangular form factors to the latest curved, foldable or rollable screens, but only once their product roadmap for newer, innovative devices becomes more mature."

www.ihsmarkit.com   

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