AMOLED DISPLAY

AMOLED Display Market Track I

Average Sales Price	ASP_Quarterly ASP_Yearly
Market Forecast	Forecast of OLED Panel Revenue (including module) Revenue Total Revenue by Application and Ratio Revenue by Substrate Type and Ratio Revenue by Nation and Ratio Forecast of OLED Panel Revenue (including module) Revenue Total Revenue by Application and Ratio Revenue by Substrate Type and Ratio Revenue by Nation and Ratio
Market Sales Performance	Sales Performance Summary_Quarterly Revenue Shipment Sales Performance of OLED Panel Revenue_Quarterly (including module) Revenue Total Revenue by Company and Ratio Revenue by Application and Ratio Revenue by Substrate Type and Ratio Revenue by Nation and Ratio Sales Performance of OLED Panel Shipment_Quarterly Shipment Total Shipment by Company and Ratio Shipment by Application and Ratio Shipment by Substrate Type and Ratio Shipment by Nation and Ratio Sales Performance Summary_Yearly Revenue Shipment Sales Performance of OLED Panel Revenue_Yearly (including module) Revenue Total Revenue by Company and Ratio Revenue by Application and Ratio Revenue by Substrate Type and Ratio Revenue by Nation and Ratio Sales Performance of OLED Panel Shipment_Yearly Shipment Total Shipment by Company and Ratio Shipment by Application and Ratio Shipment by Substrate Type and Ratio Shipment by Nation and Ratio

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AMOLED Display Market Track II

Competitiveness Analysis	Competitiveness Analysis for Mobile Device Forecast of OLED Panel Revenue, Shipment, Glass Area Competitiveness Analysis for Mobile Device Competitiveness Analysis for Mobile Device vs. Samsung Display
Investment & MP Line Status	Data_Quarterly Capa/month Glass Area Chart_Quarterly Total Glass Area Glass Area by Company and Ratio Glass Area by Generation and Ratio Glass Area by Company_Small & Medium and Ratio Glass Area by Substrate Type_Small & Medium and Ratio Glass Area by Substrate Type_Large Glass Area by Nation Data_Yearly Capa/month Glass Area Chart_Yearly Total Glass Area Glass Area by Company and Ratio Glass Area by Generation and Ratio Glass Area by Company_Small & Medium and Ratio Glass Area by Substrate Type_Small & Medium and Ratio Glass Area by Substrate Type_Large Glass Area by Nation
Supply and Demand Analysis	Supply and Demand Analysis for Mobile Device_Quarterly Supply and Demand Analysis for Mobile Device by Shipment Supply and Demand Analysis for Mobile Device by Glass Area Supply and Demand Analysis for TV_Quarterly Supply and Demand Analysis for TV by Shipment Supply and Demand Analysis for TV by Glass Area Supply and Demand Analysis for Mobile Device_Yearly Supply and Demand Analysis for Mobile Device by Shipment Supply and Demand Analysis for Mobile Device by Glass Area Supply and Demand Analysis for TV_Yearly Supply and Demand Analysis for TV by Shipment Supply and Demand Analysis for TV by Glass Area
Supply Chain Analysis	OLED Materials Supply Chain Analysis OLED Components & Materials Supply Chain Analysis OLED Equipment Supply Chain Analysis OLED Set Maker Supply Chain Analysis

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Cost Analysis

Cost Analysis	OLED for smartphone (BOM)
	OLED for TV (manufacturing cost)	55 inch
		65 inch
		77 inch

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Items	Materials & Component	2017				2018
Items	Materials & Component	1Q	2Q	3Q	4Q	1Q
TFT	Glass
	Cu, Ti, Al, Mo, ITO, IZO
	SiN, SiO2
	Acyile & PSPI
	PR, developer, etchant, stripper
CF	Color resin
	Developer, stripper
	Over Coat
OLED	YG, B, R
	HIL, HTL, CGL, CPL
	Cathode
Encapsulation	Passivation
	Metal foil
	Face seal
Module	Cell
	Polarizer film
	Driver IC
	T-Con
	PMIC
	PCB
	Etc.

Material			Galaxy S8
Substrate	Glass	LTPS Glass	2Q17		3Q17		4Q17
Substrate	Polyimide	PI Varnish	($)	Ratio	($)	Ratio	($)	Ratio
TFT	Gas	NF3 SiH4 N2O, NH3 etc.
	Target	Ag ITO Metal(Mo,Ti,Al)
	Wet Chemical	PR
		Developer
		Etchant
		Stripper
	PDL(Bank)	PSPI
OLED	HTL	HTL P-Dopant R Prime G Prime B Prime
	EML	Red Host Red Dopant Green Host Green Dopant Blue Host Blue Dopant
	ETL	Buffer ETL LiQ Yb
	Capping	CPL