Tianma Micro-Electronics is a China-based display producer that was established in 1983. TianMa has been active with OLED R&D since 2010.
Tianma is currently producing AMOLED displays in low volume in its 5.5-Gen pilot fab, and in April 2017 the company announced that its 6-Gen LTPS AMOLED fab in Wuhan, China, is now starting to produce panels. This is the first 6-Gen AMOLED line in China to enter production. The new fab will produce both rigid and flexible OLEDs.
The latest Tianma OLED news:
IHS Markit says that smartphone AMOLED shipments reached 146 million in Q3 2019 - a record high, and up from 93 million in the second quarter. LTPS LCD shipments reached 144 million - and this is the first quarter in which AMOLED shipments surpassed LTPS LCD shipments. a-SI LCD is still the leading technology with shipments of 177 million.
Following the increased demand for AMOLED displays, Samsung Display regained its leading position in the market (with a 29% market share), replacing BOE. The third largest suppler is Tianma.
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China-based Tianma announced that it plans to construct a 6-Gen flexible AMOLED production line in Xiamen. The company will setup a joint-venture with the local government that will help finance the new fab, which will cost an estimated 48 billion Yuan ($6.8 billion USD).
Tianma estimates that it will take 30 months to construct the fab, which means that initial production is estimated to start in February 2022. The new fab, when in full capacity, will product 48,000 6-Gen substrates each month.
PlayNitride demonstrated its latest Micro-LED displays at SID DisplayWeek 2019 - a 7.56" 720x480 (114 PPI) transparent MicroLED, a flexible Micro-LED on a polyimide substrate and a high-brightness, high-resolution passive matrix MicroLED aimed towards wearable applications.
PlayNitride aims to release its first Micro-LED display products by the end of 2019. In 2017 the company started to sample micro-LED panels and shipped samples to 10-20 potential customers.
Vkansee says that its fingerprint sensor optical resolution reaches 800 PPI, and its signal-to-noise ratio is 10 times better than competitive collimator or lens optical fingerprint solutions. Vkansee’s proprietary Matrix Pinhole Image Sensing (MAPIS) is integrated into the mobile phone OLED display panel, effectively turning the entire display into a high-resolution fingerprint lens.
Guangdong Juhua Printing Display Technology was established in 2016 by CSOT and Tianma with an aim to develop OLED ink-jet printing technologies and enable companies in China to collaborate on this technology.
While TCL-owned CSOT already announced that it is collaborating with Kateeva (and others), it was not clear whether Juhua Printing Display was also using Kateeva's printers, but we now have confirmation that indeed the China-based consortium is based on Kateeva's printers. This is obviously a major win for Kateeva, who is also working with BOE and Samsung, among others.
Tianma demonstrated new display technologies at Embedded World in Germany, including two new OLED prototypes. First up is a 10.3" 91 PPI transparent AMOLED panel that features a transparency of up to 50% and high brightness (not disclosed).
The second display is a 4.92" 403 PPI AMOLED that was produced using an ink-jet printing process. Tianma's technology was jointly developed with Guangdong Juhua Printing and Display Technology (which was established in 2016 by CSoT and TianMa).
CLSA says that as OLED displays are too expensive for many smartphone makers and lack enough differentiation to LCDs, the company is lowering its OLED adoption forecasts. CLSA now expects China's OLED smartphone shipments to total 116 million in 2018, 143 million in 2019 and 168 million in 2020. CLSA lowered its forecasts by 12-21%. In terms of penetration into the total Chinese smartphone market, CLSA sees 14% in 2018, 18% in 2019 and 21% in 2020.
Looking at the OLED makers, side, CLSA sees ample OLED supply in coming years, which means that expansion is likely to slow. CLSA assumed that OLED makers will achieve 70% yields and a utilization rate of 90%, which will bring all OLED makers to have a combined production capacity of around 288 million 6" panels in 2020. As demand will be only 168 million by Chinese phone makers (and remember there's also Samsung and LGD of course), this will create quite an oversupply situation in China. CLSA cuts its China OLED production forecasts by BOE, Tianma, Visionox, CSoT and Everdisplay by 23% to 26% in coming years.
Market analysts from CINNO Research estimate that Samsung Display produced 160.9 million AMOLED displays in H1 2018, which sets SDC's market share in the mobile AMOLED market at 93%. The two other large producers are LG Display and Visionox, both producing 3.5 million panels (2% market share).
Both Everdisplay (EDO) and BOE produced 1.7 million panels in the first half of 2018 - or about 1% of the market each. AU Optronics and Tianma produced 0.7 million panels (0.4% market share) and Truly closes the list with a market share of 0.2% (400,000 panels).
Tianma started producing rigid and flexible OLEDS in April 2017 at the company's 6-Gen fab in Wuhan, and on June 27th the company announced that it plans to construct the 2nd phase of the Wuhan AMOLED fab.
Tianma's Wuhan expansion project will cost around 14.5 billion Yuan ($2.12 billion USD) and will take about 25 months - so production at the 2nd phase is scheduled for September 2020. When the 2nd phase is complete' Tianma's flexible AMOLED capacity will be 37,500 monthly 6-Gen substrates.