AMOLED - introduction and market status - Page 2
Omdia: in 2028, LTPO will overtake LTPS as the OLED backplane of choice for smartphones, by 2031 520 million LTPO smartphones will ship
Omdia says that in 2028, LTPO will overtake LTPS as the leading smartphone OLED backplane technology. By 2031, smartphone LTPO OLED panel shipments will reach 520 million units, with a 52% market share (of all smartphone OLED displays).
Omdia sees the smartphone OLED market rising in the next 10 years. In 2031, over one billion OLED smartphone panels will ship. In 2024, Omdia sees a sharp increase of 24% in smartphone OLED shipments (compared to 2023), which will surpass 800 million units.
Samsung Display reports increased demand for mobile AMOLEDs and gaming monitors in Q2 2024
Samsung Display posted its financial results for Q2 2024, with $5.5 billion in sales and $730 million in operating profit. The company says that its mobile AMOLED unit have seen sales growth, driven by solid demand for flagship products, along with effectively supporting new smartphone launches from key customers (i.e. mostly Apple).
Reports suggest LGD was selected as Apple's second AMOLED supplier for the upcoming iPhone SE4
Earlier this year we reported that Apple has decided to sign up BOE as its AMOLED supplier for the upcoming budget iPhone SE4 (with a 6.1" AMOLED display). According to reports back then, Apple's low price target ($25) was not profitable for Samsung that decided to not supply any AMOLEDs for this iPhone model.
According to new reports from Korea, Apple now signed up LG Display to supply some of its iPhone SE4 panels - mostly backup (BOE had its issues with Apple before) and support, as BOE will remain the main panels supplier.
Visionox developed the world's first AMOLED driver IC with embedded RRAM
Visionox announced that together with Sunrise Display Microelectronics and Hefei Reliance Memory it has developed the world's firs AMOLED device driver that is powered by RRAM memory.
All AMOLED drivers on the market use a combination of SRAM memory, OTP (one-time programmable memory) and external Flash memory (for non-volatile memory), mostly to perform the Demura compensation function. The RRAM memory enables lower cost of production, higher efficiency - and smaller area.
Zeekr introduces its 2024 009 MPV, with two OLED displays
China-based EV maker Zeekr introduced the 2024 Zeekr 009 model, a 4/6/7 seater MPV. The new model has two OLED displays: a 15.05" 2.5K flexible OLED main front screen, and a 17" 90Hz 3K ceiling-mounted passenger screen. The 15.05" OLED display seems to be the same display used in the 2024 Zeekr 001 model.
The 2024 Zeekr 009 will feature several seating options, NAPPA leather seats with headrest speakers, ventilation, heating and massage functions, exclusive lounge-chair mode, 30-speaker sound system and high performance - it reach go from 0 to 100 km/h in 3.9 seconds and has a driving range of up to 740Km. Zeekr plans to start delivering the all-new Zeekr 009 to customers in China next week, starting at 439,000 RMB (around $60,000).
Xiaomi announced four new AMOLED devices, including two new foldable smartphones
Xiaomi announced four new devices, all with high-end AMOLED displays. First up we have the Mix Fold 4, a foldable smartphone that has a 7.98" 120Hz 3000 nits 2224x2488 foldable LTPO AMOLED display, and a second 6.56" 120Hz 3000 nits 1080x2520 LTPO external AMOLED display.
Xiaomi's Mix Flip is a clamshell smartphone that offers a 6.86" 120Hz 3000 nits 1224x2912 foldable LTPO AMOLED, with a secondary 4" 120Hz 3000 nits 1392x1204 AMOLED display.
Samsung announces the Z Flip6 and Z Fold6 foldable smartphones, and two new OLED wearables
Samsung announced today four new devices - two foldable smartphones, and two smartwatches, all with AMOLED displays. All of these devices will ship on July 24.
First we have the latest clamshell smartphone, the Galaxy Z Flip6 - that has a foldable 6.7" 120Hz 2,600 nits 1080x2640 LTPO AMOLED display. It also has a 3.4" 720x748 Super AMOLED cover display.
DSCC: demand for AMOLEDs to increase, but the market will remain in oversupply
DSCC says that the AMOLED industry (mainly smartphones and IT applications) is still in oversupply, and this will remain so until 2028 - but demand is expected to increase faster than capacity and so the oversupply will gradually decline to 2028.
Regarding OLED TVs, demand will increase and fab utilization will improve - but in this market DSCC also sees an oversupply situation to 2028 at least (a surplus of 22% in 2028).
LG Display gets approved to supply AMOLEDs for the iPhone 16 Pro Max before Samsung Display
Reports from Korea suggest that Apple approved LG Display as a supplier for its upcoming iPhone 16 Pro Max, the most advanced iPhone model to be released this year. Interestingly, LGD apparently got the approval before Samsung Display, Apple's main OLED supplier.
If true, this is the first time that Apple approves LGD first. This does not necessarily mean anything, but it does mean that the technology gap between Samsung and LGD is low, if present at all. Samsung has much higher production capacity compared to LGD, note. The two companies will likely produce panels for all four iPhone 16 models, and it is reported that BOE will supply some panels for the two standard iPhone 16 models.
Omdia: adoption of OLEDs in smartwatch applications grows to 37% of the market
Omdia says that it expects the global smartwatch display market to reach 359 million units in 2024 (up from 259 million units in 2022). OLEDs hold a 37% market share (132 million units).
Omdia says that the leading smartwatch OLED producers, in the first half of 2024, are LG Display (Apple's main supplier), Everdisplay and Tianma - which together hold a 53% market share. China-based wearable OLED production accounts to 64% of the total market.
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