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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.

The OLED Marketplace, find your VR OLED here

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.

Novaled breaks ground on a new €20 million facility

Jan 27, 2017

Novaled has started constructing its new €20 million fab and office buildings. The new facility will be located in the north of Dresden, and will comprise of a renovated old mill that will be turned into a prestigious office building and a new 110-meter long R&D plant with state-of-the-art research areas, laboratories and clean rooms.

Novaled's future Dresden HQ (render, 2017)

Novaled says it is the world's only supplier of organic dopants for mass produced OLED displays - and also in OLED lighting panels. Novaled's materials are also used in OPV devices.

Samsung reports excellent Q4 2016 results, driven by strong chip and display sales

Jan 24, 2017

Despite the huge Galaxy Note 7 recall, Samsung Electronics announced an excellent quarterly report for Q4 2016. The company's operating profits were $7.9 billion - 50% higher than Q4 2015, and the company's highest profits in over three years.

Samsung GS7 and GS7 Edge at MWC photo

The main drivers of Samsung's earnings were good chip and display sales - combined with a weak Korean Won rate. The Galaxy S7 and S7 Edge (and other mobile phones) enjoyed solid sales as well.

Did Samsung leak a bezel-less AMOLED Galaxy S8?

Jan 21, 2017

Last week Samsung released several videos that showcase its latest Super AMOLED displays. The videos shows what looks to be an actual upcoming phone with almost no bezels on the sides and no physical buttons on the front:

This design has been suggested (leaked?) before for Samsung's upcoming flagship, the Galaxy S8. Samsung is expected to reveal the S8 soon, at the MWC 2017 event (February 27th). Of course this could just be a concept handset created for the AMOLED video, but it could also be Samsung's actual new phone that was added to the video by mistake (or not by mistake).

Chrysler's new Portal concept uses SDC's flexible OLED prototypes

Jan 06, 2017

Fiat Chrysler Automobiles (FCA) unveiled its latest concept car, called the Chrysler Potal. This is an all-electric family-oriented minivan that is capable of semi-autonomous operation.

Chrysler Portal flexible OLED interior

The Portal includes several new technologies for FCA, and the dashboard makes use of two large displays as you can see above. According to OLEDNet, both displays are AMOLED displays developed by Samsung Display - the top elongated one is a flexible plastic-based OLED while the lower one is a glass-based 12" AMOLED.

Samsung launches its Galaxy A-series 2017 edition, all with Super AMOLED displays

Jan 02, 2017

Samsung announced the Galaxy A-series family of fashionable phones. The 2017 editions all come with Super AMOLED displays, premium metal frame and 3D glass back.

Samsung Galaxy A series 2017 photo

There are three new A-series phones: the Galaxy A3 (4.7" 720p), the Galaxy A5 (5.2" FHD) and the Galaxy A7 (5.5" FHD). All three will ship towards the end of January in Russia - and later on globally.

Trendforce sees a VR AMOLED display market shortage in 2017

Dec 27, 2016

Taiwan-based TrendForce says that HTC is the current leader in VR headsets - with a market share of 61.4% between April 2016 and November 2016, but the Taiwanese company will not be able to extend its lead into 2017 as it will be hit the hardest from the OLED market supply shortage.

HTC Vive photo

According to TrendForce, in 2017 HTC will ship 600,000 Vive units, while Sony will ship 2.5 million PlayStation VR units and Oculus is expected to ship 1.2 million units. Other brands, all combined, will ship 800,000 units. All of these VR headsets use OLED displays.

IHS: SDC's flexible OLED revenues reached $1 billion in Q3 2016

Dec 16, 2016

A few days ago IHS said that they see the flexible display market reaching 139 million units in 2017 - an increase of 135% compared to 2016. IHS now reveals that in Q3 2016 SDC flexible AMOLED revenue reached over $1 billion for the first time ever.

Samsung Galaxy Note 4 Edge closeup photo (RM)

According to IHS, SDC has a market share of 31.8% from the total display market, followed by Japan Display (15.4%) and LGD (13.1%). SDC's good performance was mostly accredit to its OLED business, and specifically its flexible OLED business.