With high resolution trend, 4K display continue to rise. OLED 4K panel has the largest year over year growth, especially in Notebook and OLED TV.

Key Findings

  • In 2019, 4K (3840×2160) large-area display shipments reached 139.7 million, which accounted for 18% of the total large-area displays. As display panel makers continuously expand their business plans for the 4K panel and as the market demand of 4K grows, it is expected that 4K large-area display panel shipments will hit 147.5 million in 2020, growing by 6% year-over-year (YoY).
  • The AMOLED notebook PC panel will have the highest growth, with a 230% YoY increment. Samsung Display is by far the only display maker that is mass-producing AMOLED notebook PC panels and the company is targeting to ship 1.1 million units in 2020.

The high-resolution trend continues with the display panel manufacturing cost reduction and the consumers’ requirement for a higher pixel density, along with a better picture quality and color performance. Omdia defines a large-area display as a 9-inch and above display; its applications include tablet PC, public display, notebook, monitor, and TV. All these applications are trending toward high resolution and the display technologies include a-Si TFT-LCD, LTPS TFT-LCD, oxide TFT-LCD, and AMOLED.

In 2019, 4K (3840×2160) large-area display shipments reached 139.7 million, which accounted for 18% of the total large-area displays. As display panel makers continuously expand their business plans for the 4K panel and as the market demand of 4K grows, it is expected that 4K large-area display panel shipments will hit 147.5 million in 2020, with a 6% YoY growth.

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  • The AMOLED notebook PC panel will have the highest growth, with a 230% YoY increment. Samsung Display is by far the only display maker that is mass-producing AMOLED notebook PC panels and the company is targeting to ship 1.1 million units in 2020. Samsung Display is especially targeting the 13.3-inch 4K OLED notebook PC panel and the 15.6-inch 4K OLED notebook PC panels for the high-end markets, such as those that are concerned about gaming contents’ picture performance and color gamut.
  • All OLED TV panels are 4K, including the 55-, 65-, and the 77-inch 4K, as well as the 48-inch 4K OLED TV panel which was first introduced by LG Display in 2020. LG Display, the sole supplier of OLED TV panels, is now aiming to ship 5 million OLED TV panels in 2020, which is a 56% YoY growth from 2019.
  • The 4K monitor display will grow from 3 million in 2019 to 3.9 million in 2020, particularly for sizes like the 27-, 28-, and 32-inch. BOE, AUO, and LG Display are leading the growth of the high-end 4K monitor display shipments. The gaming market, the consumer preference for high resolution in large-sized desktop monitors, as well as the curvature are driving 4K monitor panel growth.
  • JOLED is the only 4K OLED monitor display maker that uses a special inkjet printing RGB OLED display process.
  • The 4K notebook LCD panel growth will be flat with 1.1 million units shipped in 2019 and 1.1 million units in 2020. This includes the a-Si TFT-LCD, LTPS, and oxide. The a-Si 4K TFT-LCD notebook LCD panel will grow substantially in 2020 with an 83% YoY increase but the LTPS and oxide 4K panels will decline. This is because the LTPS TFT-LCD panel is comparatively higher in terms of cost and price, even with its lower power consumption and slim bezel features. The COVID-19 pandemic is stimulating the notebook PC demand, but more so on the commercial market side; however, the commercial market does not need the highly priced 4K LTPS TFT-LCD panel. On the other hand, Sharp has phased out many oxide 4K notebook PC panel models because of the high cost and intense competition in the notebook PC panel market; thus, oxide 4K notebook PC panels will decline in 2020.
  • In the commercial TV sector, especially in public display and digital signage, as well as video wall, 4K is becoming popular. The 4K public display panel is expected to grow by 27% YoY in 2020.
  • The a-Si TFT-LCD 4K TV panel will not grow at all in 2020 but the oxide TFT-LCD 4K TV panel will increase substantially by 47% in 2020. CEC Panda, with its two oxide TFT LCD fabs—the Nanjing Gen 8.5 and the Chengdu Gen 8.6, is the only display maker producing oxide LCD TV panels. Thanks to the new capacity of the Chengdu Gen 8.6 fab, CEC Panda will grow significantly in the 43-, 50-, 58-, and 70-inch oxide 4K LCD TVs in 2020.