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TAP TIMES -29- DECEMBER 2022
Top 10 Technology Trends Another mid-size market is notebooks.
for 2023 (Part II) AMOLED notebooks are expected to ac-
count for approximately 1.2% of the over-
(Editor’s Note: This is the conclusion of the all notebook market in 2022 and approxi-
TrendForce article that began in the Novem- mately 1.7% in 2023.
ber issue).
6. Chinese Panel Makers Expand Influ- Apple’s future plans
ence in small-size AMOLED market The decisive key to accelerated mid-size
market development in terms of AMO-
With the gradual expansion of China’s LED panels revolves around Apple’s future
flexible AMOLED production capacity, the plans for iPad and Macbook series prod-
development of the small-size mobile ucts, as Apple has begun to consider the
phone market has gradually increased in use of AMOLED panels.
influence.
Prevailing AMOLED panels remain limited
Mobile phone market by the size of production lines, currently
Korean panel manufacturers and brands still in the sixth-generation, which are not
were previously major leading companies very economical in terms of cutting effi-
in the flagship-oriented folding mobile ciency.
phone market.
Two-stack architecture
However, as domestic Chinese mobile In addition, the service life of notebook
phone brands began to successively launch computers is longer than that of standard
folding mobile phones, opportunities have mobile phones. Doubts regarding the lifes-
appeared for folding AMOLED panels pro- pan of current AMOLED panel structure led
duced by Chinese panel manufacturers. to the development of Tandem (two-stack
light emitting layer) architecture.
Adopting a strategy of supply chain local-
ization, local Chinese mobile phone brands Panel makers are expected to continue
are expected to gradually expand the use focusing on the development of mid-size
of foldable AMOLED panels sourced from notebook products with their existing
Chinese panel factories. production capacity and technology in the
next 1-2 years, which will serve as a ba-
Makers optimizing costs sis for future larger generational capacity
To reduce massive flexible AMOLED pro- development.
duction capacity, panel makers are aggres-
sively optimizing costs. AMOLED driver IC At the same time, discussions and plan-
are expected to be converted to a RAM- ning will be conducted related to 8.5-gen-
less architecture to reduce costs. eration RGB vapor deposition AMOLED
production capacity and technology.
As flexible AMOLED panel structure is
adjusted, the cost and quotations of some 7. Micro LED Diversifies into More Ap-
flexible AMOLED panel products can be plications
reduced to that of standard Rigid AMOLED In 2022, total shipments of Mini LED back-
panels, with an aim towards mid-range light displays will come in at approximately
models which account for a greater pro- 16.8 million units, an increase of 74% YoY.
portion of the market. next page
