Samsung may want to triple its GS6 Edge production, but will SDC be able to produce so many flexible AMOLEDs?

Earlier this month, Samsung Electronics reported high demand for their Galaxy S6 and its curved-display variant the Galaxy S6 Edge - in fact the GS6 Edge received 5 million orders (from mobile carriers, not final customers).

Now we hear reports from Korea that Samsung Electronics may decide to increase the GS6 Edge output - in fact they may want to triple the planned production, as they think the GS6 Edge may sell as many units as the 'regular' GS6.

Producing millions of flexible/curved OLED displays will have a dramatic effect on many Samsung suppliers. For example the touch panel reportedly uses a Metal Mesh film (ITO is not suitable for curved displays as it is quite brittle). And even the adhesive used in those panels is different from the one used in the regular GS6.

The big question is of course whether Samsung Display will be able to produce so many flexible plastic-based displays? The company's current flexible OLEDs are made in a 5.5-Gen line with a capacity of only 8,000 substrates per month - which is about 1 million 5" panels at 100% yields. But of course yields are lower, and Samsung also produces displays for other products (such as the Note Edge and Samsung's several wearable devices). Samsung aims to start production in its new 6.5-Gen flexible OLED fab soon - and perhaps they will attempt to start producing at the new fab sooner than planned.

Samsung also announced that the Galaxy S6 and GS6 Edge will be available to pre-order in the US starting later today, and the phones will ship on April 10th for all major US networks. These phones sport the best mobile display ever - a 5.1" 2560x1440 (577 PPI) super AMOLED display, curved on both edges on the S6 Edge.

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Posted: Mar 27,2015 by Ron Mertens