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UBI: SDC's AMOLED market share will drop to 72% by 2020

Feb 23, 2017

UBI Research estimates that Samsung Display's AMOLED market share will be 89% in 2017. As more and more OLED producers join the market, SDC's market share will fall to 72% by 2020.

SDC AMOLED market share (UBI, 2017-2020)

Samsung Display will still increase its production capacity substantially - but it will not be able to remain its market share. The whole market will grow to $57 billion by 2020 (up from about $12-15 billion in 2016), so this is still an excellent growth for Samsung.

TrendForce: Apple decided not to use a flexible OLED in next iPhone

Feb 22, 2017

Countless reports claim that the 2017 iPhone 8 (or will it be a >$1000 iPhone X?) will use AMOLED displays for at least one variant. Most of these reports suggested that Apple want to use a flexible curved AMOLED display.

iPhone 7 photo

TrendForce, following talks to supply chain sources, now says that Apple was not happy with the production yields and drop-test results of those flexible OLEDs, and the company decided to adopt a flat display (with rounded edges, what is called 2.5D glass). This design is similar to the one used in current iPhone models.

Researchers develop new EIL and ETL materials for IGZO-based OLEDs

Feb 19, 2017

Researchers from the Tokyo Institute of Technology developed new electron injection layer and electron transport layer materials suitable for OLED displays produced on IGZO backplanes. The new materials, based on transparent amorphous oxides, were found to increase the stability of the OLED device.

The new materials are transparent, and chemically stable. The can be adopted for use in web processes - which means that low-cost production processes are possible.

Applied Materials says that we're just at the beginning of the OLED adoption cycle

Feb 19, 2017

Applied Materials' CEO, Gary Dickerson, says that demand for advanced chips and technologies will keep rising as the smartphone race gets tighter and tighter. Specifically regarding OLED displays, Gary estimates that in the early innings of the adoption of OLED into mobile devices.

Applied Materials PECVD chamber photo

Gary says that even at the rate of equipment being purchased today, the OLED market represents at least a $2 billion opportunity for Applied. And it is expected that the rate of adoption of OLED displays will increase.

Amazon reveals the price of some of LG's 2017 OLED TVs

Feb 17, 2017

LG revealed its 2017 OLED TV lineup in January at CES, but the company did not disclose the prices or actual release date of these new TVs. Well, except the 65" OLEDW7 Wallpaper TV which costs $7,999 and is up for pre-order at Best Buy.

LG 2017 OLED TV lineup photo

Today Amazon.com published product pages for some of LG's 2017 OLED TVs, with listed prices. Amazon lists the 55" OLEDC7, the 65" OLEDE7 and the 65" OLEDG7 signature TV. Amazon did not yet publish its product page for the OLEDB7, but it's still great to finally know LG's prices for 2017:

Panasonic EZ950

Panasonic's EZ950 is a family of flat 4K OLED TVs that are similar to the company's high-end "professional-quality" EZ1000 OLED TVs, but without the "Master OLED" technologies (such as the Absolute Black Filter technologies and the user-defined 3D LUTs). The EZ950 comes in either 55" or 65" and use Panasonic's Studio Color HCX2 processor, the Firefox-based My Home Screen 2 smart engine.

Panasonic EZ950 photo

The EZ950 (EZ952 in the UK) will launch in the summer of 2017.

Is Apple in talks with BOE regarding a future AMOLED deal?

Feb 15, 2017

Bloomberg says that Apple is in discussions with BOE Display to supply OLED displays for next generation iPhones. According to the story, Apple has been testing BOE's displays for months but has not made a decision yet. The deal under discussion is not for the 2017 iPhone (which will exclusively use Samsung-made OLED), but for the one coming in 2018 or maybe even later.

The 2017 iPhone 8 (or will it be a >$1000 iPhone X?) will reportedly use AMOLED displays for at least one variant. These will be produced by Samsung Display, and reports from 2016 suggested that Apple paid $4.3 billion upfront to secure 100 million panels. A couple of days ago it was reported that Apple ordered an extra 60 million OLED panels from Samsung Display.

Report suggest Apple ordered a second OLED deal from SDC

Feb 13, 2017

According to a report from Korea, Apple ordered an extra 60 million flexible OLED panels from Samsung Display for the next-generation iPhone, in a deal worth 5 trillion Korean Won, or about $4.3 billion.

iPhone 7 photo

The report says that this deal is an addition to Apple's original OLED order in late 2016. That 2016 deal, for 100 million OLEDs, was estimated at $4.3 billion as well, so it may be that this is actually the same display order that is just now being reported again.

IHS sees the OLED production equipment market reaching $9.5 billion in 2017

Feb 10, 2017

IHS says that the OLED industry is now entering a huge capacity-growth phase, and IHS estimates that the AMOLED production equipment market will reach $9.5 billion in revenues in 2017.

AMOLED equipment revenue (2015-2018, IHS)

Almost half of that amount will go to TFT backplane equipment ($4.4 billion in 2017), while the organic layer deposition market will reach 2.2 billion and the encapsulation tools market will reach $1.2 billion. IHS estimates that Canon Tokki is the leader in OLED deposition equipment, and has a market share of over 50%.