DSCC: SDC 7.3" foldable OLEDs cost $180 to produce, will drop to $90 by 2022

DSCC says that Samsung's foldable 7.3" 2152x15236 AMOLED panel (the one that will be used by Samsung's first foldable OLED device) currently costs almost $180 produce (and SDC will actually lose a bit on every panel sold).

Samsung foldable 7.3'' OLED production cost and price (2019-2022, DSCC)

SDC will be able, though, to quickly lower its production costs which will reach around $90 for each panel in 2022. Cost reductions will enable SDC to maintain a good profit margin on these foldable displays from 2020 onwards. The main reason for the current high prices are SDC's low yields on foldable AMOLEDs.

Louis Vuitton Tambour Horizon 2019

Louis Vuitton is set to release a new edition of its smartwatch the Tambour Horizon. The new 2019 edition will sport a 1.3" 390x390 round AMOLED display, a Snapdragon Wear 3100 cheapet, 1GB of RAM and 8GB of storage.

 Louis Vuitton Tambour Horizon 2019 photo

We do not know the price of the 2019 Tambour Horizon - but the 2017 one started at $2,450 - so it's likely that this new one won't come cheap either.

DSCC details the screens Samsung will use in its upcoming Samsung Galaxy 10 smartphone

DSCC says that the upcoming Samsung Galaxy S10 will come in three models:

  • The Galaxy S10 Light will use a 5.75" 2340x1080 flexible AMOLED display
  • The Galaxy S10 will sport a 6.11" 3120x1440 flexible AMOLED
  • The Galaxy S10 Plus will sport a large 6.44" 3120x1440 flexible AMOLED

DSCC also details the production cost and panel price at SDC, for the large GS10+ 6.44" AMOLED display - and how it changed from Q1 2018 (with a forecast of up to Q4 2019).

Galaxy S10+ panel cost and price estiamtes, Q1 2018 - Q4 2019 (DSCC)

nreal AR glasses

China-based nreal's AR glasses, unveiled at CES 2019, are based on Sony's FHD 0.7" OLED microdisplays (ECX335AF-7) to provide high quality 52-degree FOV images in a relatively small and normal-looking frame that weighs just 85 grams.

Nreal AR glasses photo

The AR glasses require a cable to a processor box that also connects magnetically to a round motion controller. The processor is based on a Qualcomm Snapdragon 845 and other features of the AR glasses include 360-degree sound, built-microphones and sensors that provide six degrees of freedom.

DSCC: BOE managed to triple its flexible OLED production yields, increases capacity to over 1 million flexible OLED panels per month

Market research firm DSCC says that BOE managed to dramatically increase its yields - which have tripled to over 30% by the end of 2018. The company is expected to continue and improve its yields which will reach, according to DSCC, to almost 60% by the end of 2019.

Flexible OLED yields, Q1 18 - Q4 19, BOE vs SDC (DSCC)
The increased yields enabled BOE to increase its flexible OLED production at its first B7 line from 125,000 units per month in Q3 2018 to almost 1 million panels per month in Q4 2018. BOE's main customer is Huawei - with its Mate 20 Pro. The increased yields means that panel production costs are falling - and DSCC actually expects BOE's production costs to fall below SDC's by the end of 2019 as BOE's fab costs are subsidized - as can be seen in the image below.

Samsung Galaxy S10

Samsung's flagship smartphone for 2019 includes three different variants (in addition to the lite GS10e version). As we focus on the OLED display, we list these below:

  • Galaxy S10 5G: 6.7" 3040x1440 (502 PPI) flexible AMOLED
  • Galaxy S10+: 6.4" 3040x1440 (522 PPI) flexible AMOLED
  • Galaxy S10: 6.1" 3040x1440 (550 PPI) flexible AMOLED

Samsung Galaxy S10 photo

The S10 phones use Samsung's latest AMOLEDs, that are now HDR10+ certified, include an under-the-OLED fingerprint sensor (Qualcomm ultra-sonic) and cut-outs for the selfie cameras. Samsung calls these displays "Dynamic AMOLED" (due to the HDR support, probably) and "Infinity-O Display" due to the camera cut-outs.

IHS details the production costs of smartphone OLED displays, say rigid OLEDs carry a 20% premium over LCDs

IHS released its LCD and OLED smartphone display cost model for Q3 2018. According to IHS, a 5.7" 2560x1440 rigid OLED costs $18.62 to produce, a full-display flexible curved 5.8" 2880x1440 OLED costs $22.61 and a Notch-type 5.9" 2438x1125 OLED costs $28.18 to produce.

LCD & OLED production costs (Q3 2018, IHS)

It is not clear how IHS estimates yields - from our information SDC's production yields are much higher compared to the new makers such as BOE and LG Display - which means that yielded costs are much lower at SDC's mature OLED fabs.

Fuji Chimera: the AMOLED microdisplay market will reach $75 million by 2021 (10.9% CAGR)

Fuji Chimera Research Institute says that the global microdisplay market reached $161 million in 2018, with AMOLED taking up a market share of 27.8%. LCoS is still the leading technology with a market share of 59.7%.

eMagin XGA096 OLED-XL photo

Fuji Chimera expects the OLED microdisplay market to grow to $75 million by 2021 - a CAGR of 10.9%. The average unit price for an OLED microdisplay will reach $32 (35% higher than LCoS microdisplays).

Korean researchers develop transparent and foldable perovskite-based LEDs

Researchers from Korea's Ulsan National Institute of Science and Technology developed a new perovskite-based LED (PeLEDs) which are flexible enough to fold and are also transparent. It seems as if these LEDs are similar to OLED devices and provide area-lighting and not point-lighting like inorganic LED chips.

Korean research team develops translucent PeLED that can be folded image

Perovskite-based LEDs have been demonstrated before, but this is the first time a transparent and flexible one has been developed, according to the researchers. Perovskite LEDs feature high electron mobility, good color purity, and easy color control.

Kyulux - Hyperfluoresence OLED emittersKyulux - Hyperfluoresence OLED emitters