Vertical Divider
Japan and Taiwan at a Standstill
July 05, 2020
With the TCL and BOE taking a dominant position in large area LCD production, Samsung dominating the small/medium OLED market and LG the only OLED TV panel maker (at least thru mid 2021), there is little room for Japan and Taiwan. The next two charts show the expected growth in fab activity, there isn’t any. The only new fab coming on-line is a Gen 5.5 IJP OLED fab in Nomi. All other plans are either suspended or delayed. There is no room for entities that are at a standstill and the question which door they open; consolidation, acquisition or non-existence.
Table 1: Japan’s Display Fab Activities
July 05, 2020
With the TCL and BOE taking a dominant position in large area LCD production, Samsung dominating the small/medium OLED market and LG the only OLED TV panel maker (at least thru mid 2021), there is little room for Japan and Taiwan. The next two charts show the expected growth in fab activity, there isn’t any. The only new fab coming on-line is a Gen 5.5 IJP OLED fab in Nomi. All other plans are either suspended or delayed. There is no room for entities that are at a standstill and the question which door they open; consolidation, acquisition or non-existence.
Table 1: Japan’s Display Fab Activities
Table 2: Taiwan’s Display Fab Activities
