IHS Markit：2017年柔性AMOLED增长250%，柔性显示未来可期
2017年柔性AMOLED 面板市场由2016年的35亿美元增长到120美元，增长了近250%；而同期的刚性AMOLED面板出货量却萎缩了14%。三星于2017年的第三季度开始为IPhone X提供柔性AMOLED显示屏，成为柔性AMOLED面板市场的主要增长点。此外，2017年，LG Display，BOE 和昆山国显也开始为智能手机和智能手表生产柔性AMOLED面板，共同推动了柔性AMOLED市场的发展。
HIS 首席显示分析师Jerry Kang分析说：“越来越多的高端智能手机品牌厂商为了追求独特设计，开始采用柔性AMOLED显示屏。市场上柔性AMOLED面板供应商也在增加，但是供应能力还是主要集中在三星。
2017年，平面型AMOLED显示模组占了整体AMOLED出货量的近一半，而在2016年时，曲面型AMOLED才是最主要的外形。Kang 解释说“由于苹果IPhoneX采用了平面型显示，所以智能手机显示的外形更多样了”。
此外，根据IHS Markit 最新的《AMOLED & Flexible Display Intelligence Service》报告显示，2018年AMOLED柔性显示屏需求增长将跟不上供应能力增长。“为了应对潜在的供应过剩，很多面板生产企业在未来几年将试图对显示器外观进行创新，比如发展可折叠或可卷曲显示”Kang 分析说。
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 provider IHS 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,” said Jerry 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 latest AMOLED & Flexible Display Intelligence Service by 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.