AMOLED - introduction and market status - Page 13

DSCC says that demand for Samsung's Galaxy Z Fold3 and the Galaxy Z Flip 3 is very strong in Korea, with pre-orders in the first seven days reaching over 900,000 units. Demand in India is strong as well.

DSCC sees Samsung's foldable OLED production volume up dramatically from July compared to last year. In fact the volume in July was higher than the combined volume of the production in January-July 2021. From August 2021, DSCC sees production of over 1 million foldablephones per month.

Taiwan-based INT Tech announced that it has produced new AMOLED microdisplay samples at its $143 million fab in Taizhou in Zhejiang province, China, and the company is still on track for mass production in Q4 2021.

The new 0.7-inch INT Tech uNEEDXR display is a direct-emission display that features a brightness of over 5,000 nits, 3147 PPI and a low power consumption (less than 500mW@5000nits).

DSCC says that OLED shipments in the second quarter of 2021 rose 36% over last year (but decreased 10% compared to Q1 2021). New smartphone launches by Samsung, Apple and Google will drive the growth at the second half of 2021.

Samsung Display is still the leading smartphone OLED producer, with a market share of 73.5% in Q2 2021. BOE was at second place with a 6.7% share.

According to reports from China, TCL will start supplying smartphone AMOLED panels to Samsung Electronics. TCL is already supplying LCDs to Samsung (for both phones and TVs), but this is the first time it will supply OLEDs as well.

Samsung is looking to lower its smartphones production costs, and so it widens its OLED supply chain. Up until now, the company relied 100% on AMOLEDs produced by Samsung Display, but earlier this year it started to buy OLED panels from BOE.

DSCC updated its AMOLED material market forecast, saying that the market will reach $1.4 billion in 2021 (up 32% from 2020), and grow at a 16% CAGR from 2019 ($927 million) to 2025, to reach $2.18 billion by 2025.

DSCC takes a look into the material cost for LG Display's WOLED TV panels. LGD will likely manage to implement incremental improvements in material utilization and price, which will enable the company to almost halve the material cost of its TV panels- from $88.14 per sqm in 2019 to $47.19 per sqm by 2025.

Organic-TFT backplane/emitter developer Mattrix Technologies has demonstrated a new AMOLED display prototype that is based on an amorphous-silicon (a:Si) backplane.

Mattrix believes that its proprietary vertical, organic light-emitting transistor (VOLET) pixel technology can dramatically reduce OLED production costs and improve display quality.

According to reports, Vivo will soon release its latest IQOO smartphone (IQOO 8 Pro). The phone will use an AMOLED display produced by Samsung Display. This panel, in fact, will be the first one to adopt Samsung's latest E5 OLED stack.

We do not have any information on this new stack, but OLED companies keep improving the material stack to enable higher efficiency - and sometimes to increase the color gamut, reduce costs or improve other performance points. Hopefully Samsung will announce the E5 stack officially soon.

In early July, we published our quarterly update for our Automotive OLED Market Report. The update this time was comprehensive, as we overhauled the complete report.

The OLED Automotive market is heating up. AMOLED displays (mostly flexible ones) are finally being adopted by commercial cars, while OLED lighting panels continue to be designed into high-end automotive taillights as the ultimate lighting solution.

DSCC has published its latest OLED market forecast. The company raised its 2021 revenue expectations by 9% (to $42.5 billion) as it sees increased smartphone display shipments and higher OLED laptop shipments.

DSCC also increased its long term OLED revenue forecast by 11% to $60.6 billion by 2025. This is driven, again, by higher smartphone AMOLED shipments and increased adoption in IT markets (tablets, laptops and monitors).

According to reports from Korea, Samsung Display plans to build a new 6-Gen flexible OLED line. The new line will replace a current LCD line that is used to produce TVs at SDC's Asan plant (the LCD 7-2).

The new fab, which will cost around 3 trillion Won ($2.7 billion USD) will have a monthly capacity of 30,000 monthly substrates. This will increase SDC's AMOLED production capacity to 195,000 monthly substrates, not counting its upcoming QD-OLED production line.