OLED Smartphones - introduction and industry news - Page 11

Samsung announced two new foldable phones, and new wearable devices. First up is the Galaxy Z Fold4 which sports a 7.6" foldable 120Hz 1200 nits 1812x2176 Dynamic AMOLED and a 6.2" 120Hz 904x2316 AMOLED 2X cover display.

The Galaxy Z Flip4, the company's clamshell device,features a 6.7-inch 120Hz 1200nits 1080x2640 foldable Dynamic AMOLED 2X display and a small secondary 1.9" 260x512 Super AMOLED display. Both phones will ship on August 25, starting at $2,000 for the Fold4 and $1200 for the Flip4.

Samsung Display has developed a new technology that enables multiple refresh rates in AMOLED displays. The idea is that one can create several zones in the display, each with its own refresh rate.

Driving at low refresh rates helps reduce the power consumption of the display and the new technology will be useful in scenarios in which a part of the screen needs high refresh rates (like video content embedded inside a web page).

Samsung Electronics says that it expects its sales of foldable OLED devices to increase, and even exceed its annual historic Note series sales (which is now discontinued). The company is set to start offering foldable displays in mainstream devices.

According to IDC, Samsung shipped around 190 million Note devices in total. So far, Samsung sold just over 10 million foldable phones, since launching the original Galaxy Fold in 2019. But if we look at specific phones, the gap is not so big: The last Note device, the Note 20, sold around 12 million units. The Note 10 sold around 14 million units. According to estimates, Samsung shipped around 8 million Galaxy Z Flip 3 and Galaxy Z Fold 3.

DSCC estimates that OLED smartphone display shipments will decrease 5% in 2022, to 592 million units. Flexible OLED shipments will rise by 2% (and will decline 10% in terms of revenues) but rigid OLED shipments will drop 14% (and revenues will decline 32%).

DSCC sees the OLED smartphone market declining 16% in 2022 to $317 billion (smartphone sales), and explains that this is due to macroeconomic headwinds, weakened consumer demand and problems with supply chains and inventories.

DSCC estimates that the OLED market will increase 2% in 2022, to reach $42 billion. Revenues for smartphones, the leading OLED application, will actually decline by 4%, but this will be offset by increases in other applications.

In fact, some applications will experience very fast growth: OLED monitors (641% unit growth, 279% revenue growth), OLED laptops (64% units, 39% revenue) and automotive displays (73% units, 68% revenue).

Omdia says that the market share of Korea's OLED producers, SDC and LGD is eroding, as Chinese OLED makers increase their OLED shipments. A main driver is Apple's increased iPhone AMOLED orders from BOE.

Omdia says that BOE's market share has increased from 5.6% in 2019 to almost 12% in 2022 (first quarter). The market share of all AMOLED makers in China is now above 20%, from from less than 10% in 2019.

According to reports, Apple finalized its supply plans for the iPhone 14 series, and the US phone maker decided to add BOE to its new iPhone supplier list.

This is the first time that BOE manages to become a new iPhone supplier (the company already produces AMOLED displays for refurbished iPhones). According to the latest report, Apple ordered a total of 90 million OLED displays: 60 million from Samsung, 25 million from LGD and 5 million from BOE (which will so supply 5.5% of the total orders).

According to reports from Korea, Apple has started to sign agreements regarding the supply of OLED displays for the next iPhone model (iPhone 14). As always, the main supplier will be Samsung Display, which will supply 80 million units of its latest LTPO AMOLED display (M12 stack) to Apple.

Apple is set to release four iPhone models. The iPhone 14 (6.1-inch), 14 Plus (6.7-inch), 14 Pro (6.1-inch) and 14 Pro Max (6.7-inch).

DSCC says that 2.22 million foldable smartphones shipped in Q1 2022, up 571% from the first quarter of 2021. In Q4 2021, however, 4.2 million units shipped (a 47% decrease).

DSCC estimates that a total of 16 million foldable OLED phones will ship in 2022, a 107% increase compared to 2021. In terms of OLED panels, over 20 million will be produced and shipped in 2022.

Kyulux gave a very upbeat presentation at SID Displayweek, during which it updated on its latest material specification and its commercialization plans.

Kyulux managed to increase the lifetime of its Hyperfluorescence emitter systems (which features an IQE of 100% and a narrow emission spectrum) quite dramatically in the past year its green material now offers a lifetime of 59,000 hours (LT95@1000 nits, top emission), while the red material is at 20,000 hours. The blue material has also increase from280 hours to 450 hours in the past year.