IT House July 10 news, DSCC’s latest report shows that the revenue of AMOLED materials for all applications is expected to grow at an annual growth rate of 18% from 1.07 billion US dollars (about 7.169 billion yuan) in 2020.Growth to 2.9 billion US dollars (about 19.43 billion yuan) in 2026.
IT House understands that DSCC said that if UDC successfully commercializes blue phosphorescent doped luminescent materials, then 2026 revenue may even exceed $3 billion (about 20.1 billion yuan). Previously, UDC, an American OLED material manufacturer, said that the company will commercialize blue phosphorescent OLED materials in 2024.
The report predicts thatMost revenue in 2022-2025 comes from TV and other large-screen applicationsbut revenue from mobile application panels will increase to 50% of total AMOLED material revenue in 2026, as factories for mobile IT applications start production in 2026.
In addition, the new capacity of VTE RGB OLED fabs above G8.5 will be mainly for IT applications, which will benefit UDC and other material suppliers.
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