Recently, legal channels iPhone X ushered in the first pre-order, a netizen  microblog revealed that the iPhone X in China has broken 5.5 million orders in 5 hours, with more than 46 billion transactions. The iPhone X is arguably the hottest phone in recent memory, although some in the industry say that number is unreliable.

With the massive adoption of OLED screens on the iPhone X, demand for OLED mobile applications is expected to release quickly. Industry insiders believe that the industrialization of OLED is accelerating as many listed companies are actively promoting the mass production of OLED panels.

      2016, OLED screens have 20% penetration in smartphones, a $15 billion market. According to the market expectation, iPhone X USES OLED screen. Considering the industry influence of iPhone, the application market of OLED screen will be fully opened, and the future demand space is very broad. The penetration rate of OLED screens in smartphones is expected to climb to 65% by 2020, reaching a market size of $67 billion.

OLED Panel market size forecast

In addition, the application market of OLED screen is not limited to smart phones. OLED is also widely used in TV panel, smart wearable device, tablet computer, AR/VR, car panel and other fields due to its thin, flexible, high contrast and low energy consumption. According to the "OLED industry market forecast analysis report" released by the foresight industry research institute, the global shipments of OLED will reach 900 million by 2020, 2.5 times that of 2015, with a compound annual growth rate of 20%.

OLED Measurement of terminal product shipments

At present, the comprehensive yield of OLED panel plants in China is about 50%, and the break-even point of 60% is still about 12-18 months away. It is expected that by the fourth quarter of 2017, domestic panel factories will complete the overall yield climbing stage, and soon enter the scale expansion stage after reaching the break-even point, so as to realize the benign development of domestic OLED panels.

In the next three years, OLED production line will embrace a peak of investment and construction. Under the stimulus of large-scale capital expenditure of panel enterprises, equipment manufacturers are expected to obtain bulk orders. Due to the lack of key materials and core equipment, the upstream supporting has become the "short board" of the development of the LCD industry in mainland China, and the relevant fields such as LCD materials, optical elements and basic components necessary for the production of LCD are still in the initial stage.

China's display industry still has some outstanding problems, such as industrial investment overheating trend is more obvious; The overall innovation capacity of the industry still needs to be further improved. Many materials and equipment are still imported, and the ecological chain system of local industries is not complete enough.

"The OLED industry forecast and analysis report" released by the foresight industry research institute describes the overall development of OLED market from multiple perspectives, including market overview, industrialization progress, regional development, policy analysis and key enterprises, and analyzes the investment potential of OLED projects on this basis.