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Chinese Manufacturers Will Dominate Flat Panel Display Manufacturing
Geographic concentration of the supply base for manufacturing electronic displays will be much higher than for semiconductors
The iPhone X was the first Apple product to launch with an OLED display, and forecasts that 2024 shipments will pass a billion units, with mobile phones and smart watches the two largest categories. Taiwanese companies like AUO focused on automotive displays, and LG, AUO, and Sharp of Japan focused on premium LCDs for customers like Apple, Microsoft, and gaming manufacturers using metal oxide substrates, which were particularly good at smooth high frequency operation for fast action video, and low electronic frequency applications like static document viewing that didn’t need rapid display refresh. An employee attends to a sign next to LG Electronics Inc. curved organic light-emitting diode (OLED) ... [+] televisions at an E-Mart Inc. Electro Mart store in Gimpo, South Korea.
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