China makers' production capacity for small- to medium-size AMOLED panels is expected to increase 373% in 2017 compared with what it is in 2015 as makers continue to invest in new facilities and capacity expansion, according to Digitimes Research.
As of 2014 Taiwan makers held a larger production capacity over China makers but as investments and expanded production at 6G and below facilities continue from China makers, their production capacity will spike 373% to give them the global number two spot behind Korea makers in terms of overall small- to medium-size AMOLED capacity.
In Taiwan, AU Optronics (AUO) currently has the strongest position in developing AMOLED panels, and the company has a base in Singapore with some of the latest equipment, giving the company strong yields.
In China, BOE is pushing forth investments into small- to medium-size AMOLED panels in addition to OLED TV panels, while China Star Optoelectronics Technology (CSOT) will allocate 6G facilities in Wuhan for small- to medium-size LTPS TFT LCD and AMOLED displays.
Tianma Microelectronics, Everdisplay (EDO) and GoVisionox (GVO) are also investing in AMOLED facilities, said Digitimes Research. Additionally, Truly Optoelectronics is expected to purchase old 4.5G AMOLED production facilities from Samsung Display, giving the company a total of 10 lines for small-, medium- and large-size AMOLED panels.