Making the OLED Display: the Upstream, Midstream, and Downstream Supply Chain
Click on the tabs at the top of the map to view different segments of the OLED display supply chain, from upstream to midstream to downstream. Toggle through the menu on the left to view the geographic distribution of production for different inputs in the midstream stage of the supply chain. Click on highlighted areas to view additional details on production volume and political risk.
USGS; Sohu; Marsh.
- With the exception of China, all data are from the US Geological Survey as of 2018. China data is from consulting reports that unfortunately cannot be independently verified. However, China is widely known to be a major producer and importer of silica sand, particularly given the rising end-demand for glass in that market.
- These figures are for industrial sand and gravel (both are types of silica sand) in the aggregate, which for some countries may include different types of quartz and crystals.
- All political risk scores throughout are taken from Marsh and are based on Fitch BMI Research. The score, on a scale from 1 to 100, is an index that is composed of the average of several specific risk scores. A higher score means less risk (see more detailed methodology here).
Corning Annual Report; IHS; Himax; DSCC; corporate websites.
- The midstream map reflects the corporate headquarters of these producers, not the actual locations of production.
- Corning and the two Japanese companies make up nearly 95% of the market for glass substrates used in OLED display manufacturing. The display technologies business unit is about 30% of Corning’s total sales in 2018.
- Data for both OLED materials and IC drivers are based on revenue.
- IC driver data is for both LCD and OLED displays.
- Data from Statista based on DSCC. The data shows production capacity as of the end of 2018 for the top three global producers. Combined, they constitute 99% of global capacity for OLED displays.
- We will continue to update this map based on the best available data. In the meantime, we welcome user feedback and suggestions for improvement.