China's Share in Global Display Capacity to Reach 75% in 2028
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The display industry is abuzz with the news that China's share of global display capacity is projected to skyrocket to 75% by 2028, sparking a lively debate about the future of display technology. As commenters weigh in, it becomes clear that OLED panels, dominated by Samsung and LG, are not yet ready to dethrone LCDs, which still command over 70% of the global market. While some, like okasaki, bemoan OLEDs' supposed drawbacks, including dimness and poor text rendering, others, like ryao and eatsyourtacos, passionately defend their brightness and clarity. Amidst the discussion, FirmwareBurner throws a curveball by pointing out BOE, a Chinese company making inroads in the OLED market, challenging alephnerd's assertion that Samsung and LG reign supreme.
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OLED is still overwhelmingly Samsung and LG, but OLED demand only represents around 5-7% of total display demand.
Have you heard of BOE?
The recent ruling Samsung got from the US ITC is similar to litigation they are conducting globally against BOE.
In return you get "deep blacks". But photographers have been raising black levels since forever because it turns out it makes pictures more pleasant. So, uh.
Permanent burn-in will happen with static images, but it happened on CRTs too and those once dominated the world. As long as it is infrequent, it is probably not much of an issue. Newer OLEDs, such as Apple’s tandem OLEDs, minimize the issue.
I am not sure what you think your point about black levels contributes to the discussion. Higher black levels would only favor OLEDs thanks to their inky blacks.
[0]: https://en.wikipedia.org/wiki/PenTile_matrix_family
Display Fabs have primarily been located in Japan, South Korea, Malaysia, Thailand, and Singapore for decades.
The economics of display fabs are even worse than those of IC Fabs, because of how displays have been viewed as commodified for decades, and because they are not viewed as a "critical" or "dual use" technology, so the same level of industrial policy for this never existed.
Both India and Vietnam recently tried to subsidize Display Fab investments, but the PLI never got significant takers because aside from OLED, the rest of the display fab market is heavily commodified, and Samsung+LG largely finished capacity investments 2-5 years ago, and commodified vendors like Sharp can't justify the capex given that Displays are not treated as a critical technology.
According to TFA, about 95% are made in China and Taiwan.
1. Samsung Displays - which primarily invests in SK and ASEAN
2. LG Displays - which primarily invests in SK and ASEAN
3. Japan Displays Inc - they are JV of Sony/Hitachi/Toshiba, and primarily Japan and ASEAN
The China related data does make sense given BOE and HKC's execution, but the Taiwanese data feels like an extrapolation of AUO and Innolux's market share. If they are including Innolux's production (which includes Pioneer in Japan), then it might be overindexing Taiwanese production.