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TAB/COF Market Application Demand Analysis 2021

This report analyzes the current market trends of TAB/COF, summarizing market trends and the business development status of each manufacturer.

While COF is showing recovery, future growth will depend on advancements into new applications such as OLED and mobile. Although the OLED market is still relatively small, it holds high potential. The entry of Samsung and Chinese manufacturers into the OLED-TV market is anticipated. Progress in foldable and rollable types is also expected. The expansion of markets like OLED is essential for new applications of COF, which will enable COF to achieve sustainable growth.

  • Organic EL
  • LCD display
  • Dedicated IC

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Flexible Display Market Application Demand Analysis 2021

This report analyzes flexible displays, particularly flexible OLEDs.

The flexible OLED market has shown a second leap and significant growth. The last major jump occurred in 2017 when the supply of flexible OLEDs for the iPhone began, leading to a substantial increase in the market. Now in 2020, the flexible OLED market is experiencing another significant leap. One of the factors contributing to this is the expansion for Apple, similar to the previous occasion. In the iPhone 12, flexible OLEDs have been adopted across all models, resulting in a significant increase in supply for the company. Furthermore, this leap is not only due to Apple but also the expansion for Chinese smartphone manufacturers. The adoption for Chinese companies has greatly expanded from high-end to mid-range manufacturers. Additionally, the growth of Chinese flexible OLED suppliers has contributed to this supply expansion.

  • Organic EL

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2004 Market/Application Demand Analysis for TAB/COF IC Tape Substrates

2004 Market/Application Demand Analysis for TAB/COF IC Tape Substrates

This report analyzes the market, applications, and manufacturer trends regarding the tape substrate market for ICs such as TAB and COF, which is expected to see significant growth in the future. Additionally, it provides demand forecasts for key applications including LCD, PDP, and DRAM.

  • Circuit board processing machine
  • Printed Circuit Board
  • others

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2005 FC Implementation Application / LCD Driver Demand Analysis

2005 FC implementation application/LCD driver demand analysis

In the steadily growing FC implementation, demand forecasting for specific applications is conducted to predict the overall demand for FC implementation. Particularly regarding LCD driver implementation, an analysis is performed including the currently mainstream technology, TCP. Trends in the adoption of TCP, COG, COF, Poly-Si, and other technologies are analyzed, and the future trends of LCD driver implementation technology are anticipated. Additionally, demand trend analysis in major regions such as Japan, South Korea, Taiwan, and China has also been conducted.

  • Other semiconductors

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TAB/COF Market Application Demand Analysis 2010

TAB/COF Market Application Demand Analysis 2010

The report provides an overview of the market trends, applications, manufacturers, and supply analysis for TAB and COF, as well as the development and production status of next-generation COF technologies such as new etching and semi-additive processes. Additionally, by forecasting the demand for major applications like LCD, PDP, and OLED, it offers a perspective on the future of the tape substrate market.

  • Other semiconductors
  • Printed Circuit Board
  • Adhesive tape

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TAB/COF Market Application Demand Analysis 2018

All three models of the 2018 Apple iPhone adopt COF. Analyzing the COF market, which is regaining its growth potential.

In 2017, Apple began to have a significant impact on the COF market. Flexible OLED was adopted for the Apple iPhone, and 2-metal COF was used as the DDI. This led to a substantial expansion and full-scale development of the 2-metal COF market. The 2018 model of the iPhone also adopted flexible OLED and 2-metal COF, further expanding to two models. The 2-metal COF market is expected to continue to grow in 2018. The iPhone X has been underperforming in sales, and a slowdown in the growth of OLED types for the 2018 models is also anticipated. There are predictions for the expansion of LCD models as well. However, even in this LCD type, a new COF will be adopted starting in 2018, albeit on one side. The model will feature a full-screen (FULL ACTIVE) type of LCD, and COF will be used for DDI implementation. In other words, all three models of Apple's 2018 lineup will incorporate COF. Apple is set to have an even greater impact on the COF market.

  • Organic EL
  • LCD display
  • Dedicated IC

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TAB/COF Market Application Demand Analysis 2020

This report analyzes the current market trends of TAB/COF, summarizing market trends and the business development status of each manufacturer.

The COF market in 2019 maintained high growth until September, with production levels at their highest in history. However, as Chinese LCD manufacturers continued to increase production, this led to oversupply and a decline in panel prices. Korean and Taiwanese manufacturers had been reducing production early on, but finally, in the fourth quarter, Chinese manufacturers also began to cut back, causing a sudden halt in COF production. As a result, while the single-sided COF market in 2019 surpassed the previous year's performance due to growth in OLED and smartphones, the growth rate fell below expectations. On the other hand, the two-metal COF showed a decline. Demand for iPhones has shrunk, and starting with the 2020 model, the adoption of COP will finally become widespread. The adoption of two-metal COF is expected to further decrease. Currently, the two-metal COF market is dependent on Apple alone. This risk has been consistently highlighted, and it is finally becoming a reality.

  • Organic EL
  • LCD display
  • Dedicated IC

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Flexible OLED Market Application Demand Analysis 2023

- Analysis of the growth of flexible OLEDs regardless of adverse conditions -

Despite the global economic downturn in 2022, the flexible OLED market showed growth. The main application, the smartphone market, is shrinking. Nevertheless, smartphones equipped with flexible OLEDs achieved better performance than the previous year. A significant factor is Apple's strong presence in the smartphone market. Despite the recession, Apple has shown growth and further expanded the adoption of flexible OLEDs. Apple has become an indispensable player in the flexible OLED market. Additionally, Chinese smartphone manufacturers have also expanded their adoption. Chinese flexible OLED manufacturers have intensified their low-price strategies, supplying some products at lower prices than rigid OLEDs. As a result, Chinese smartphone manufacturers have expanded the adoption of flexible OLEDs even in mid-range smartphones. The adoption of flexible OLEDs in mid-range smartphones, which have higher sales volumes, has led to an increase in production. This expansion for Apple and Chinese manufacturers has allowed flexible OLEDs to show growth despite the recession.

  • Organic EL
  • LCD display
  • Other FPD related

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