Our friends at DisplayMate posted an in-depth technical review of BOE's new X1 AMOLED display used in the upcoming OnePlus 12 smartphone. The OnePlus 12 hasn't officially launched, but we know it uses a 6.8" 3168x1440 2600 nits LTPO AMOLED display. The display has several novel technologies, including BOE's new-generation LTPO backplane, and the new Oppo P1 display chip that features high-precision pixel calibration algorithms that ensure high brightness, high image quality - reduced power consumption (by 13%, according to OnePlus).

Based on DisplayMate's extensive lab tests and measurements the OnePlus 12 delivers excellent display performance - and has earned the company's highest overall display assessment rating and highest display performance grade of A+. The display matches or breaks 18 different display quality records. some of these display records records include the highest peak display brightess (it reaches 2,675 nits for Low APL), the lowest screen reflectance (4%), the highestabsolute color accuracy (visually indistinguishable from perfect), and the largest native color gamut.

Universal Display is progressing with its blue PHOLED material, and earlier this month the company said it is on track to introduce the new material commercially in 2024. During a company seminar, UBI's Daejeong Yoon updated that according to their latest information, Samsung Display has decided to adopt a blue phosphorescence material in the second half of 2025 - a year later than expected.

Samsung is calling the new material stack B1, and it says that the new stack will increase the efficiency of its OLED device by more than 65% (which seems to be rather too much, maybe it means 65% of the power consumption of the current stack). UBI says that the blue OLED still suffers from low lifetime - the lifetime of the blue PHOLED stack is only 55% of the lifetime of its current fluorescence-blue stack, but regardless of that the company will introduce it commercially due to the power consumption efficiency.

DSCC reports that according to its information, OLED panel shipments in Q3 2023 increased 14% from last year (and 18% from the previous quarter) to reach 205 million units. There are positive signs that inventory has started to rebalance for some categories.

OLED smartphone shipments increased 12% over last quarter (and 25% from last year), while OLED TV shipments continue to be soft, and dropped 14% from last quarter and 40% (!) from last year.

BOE has been trying to be accepted into Apple's supply chain for their latest iPhone devices for many years, but has so far succeeded only in getting small orders for aftermarket panels. In March it was reported that BOE is developing panels for Apple, but in September it was reported that Apple decided to cancel all of its panned orders for BOE's iPhone 15 display OLED panels due to technical issues, and has moved all these orders to Samsung Display.

Now it is reported in Korean media that BOE has been finally approved, and the Chinese-based OLED maker will supply 2 million panels for Apple - or only about 3% of its total OLED supply in 2023. Obviously BOE hopes to gain more orders in 2024.

Motorola has demonstrated a new concept phone design, which they refer to as a Adaptive Display Concept. This is a smart bendable phone, that sports a 6.9" FHD+ (2220x1080) flexible AMOLED display produced by LG Display.

The adaptive display concept can be adjusted from a standard Android phone experience in a flat position to being wrapped for a wrist-worn experience or positioned in several stand modes. 

BOE hosted an event to mark the launch of its new X1 AMOLED screen, together with OnePlus, who will adopt the new display in its upcoming OnePlus 12 smartphone. BOE also announced, during the event, that it has produced over 100 million AMOLED displays already in 2023.

The OnePlus 12 will features a 2K (3168x1440) display that will offer a peak brightness of 2600 nits. The smartphone will also sport the company's own Oppo P1 display chip that features high-precision pixel calibration algorithms that ensure high brightness, high image quality - reduced power consumption (by 13%, according to OnePlus). The display is based on BOE's new-generation of LTPO backplane, that the company says offer stable high and low frequency switching and increase image performance, while reducing power consumption compared to its previous LTPO platform.

According to reports from Korea, Samsung Electronics has decided to adopt an AMOLED displays in its upcoming budget phone, the Galaxy A15. This will be the lowest cost Samsung phone to ever sport an OLED display.

Most of Samsung's entry-level phones use an LCD, but it seems that as prices of OLED panels continue to drop, Samsung is introducing its OLED into a wider range of phones. In fact it is said that Samsung's production cost of a rigid OLED is currently lower than the production cost of an equivalent LCD display. The A15 will use a 6.4" rigid (glass-based) panel, and the phone itself will cost around $270 when it launches next year, for the 5G variant. 

DSCC shared their estimation about display fab utilization (LCD and OLEDs), with some interesting comments. The slowdown in the industry, according to DSCC, is effecting all display makers, but the slowdown in demand for OLEDs is more severe and persistent. The industry is starting to recover, but this is a bumpy ride as the total capacity still far outstrips demand, and DSCC sees a slowdown in Q4 2023.

DSCC says that the slowdown for large-screen displays bottomed out towards the end of 2022, the slowdown in mobile devices only hit bottom in early 2023. There is still a weak demand for rigid OLEDs, mostly because of the lower demand for smartphones - but also because China-based flexible OLED makers are lowering prices to make them more competitive with glass-based OLEDs.

DSCC says that OLED smartphone shipments will total 585 million units in 2023, a 0.3% decline from 2023 in terms of shipments. Revenues will total $29 billion, a 11% decline from 2023. The soft demand for smartphones is due to a slow Chinese market, high inventories in the first half of 2023 and the global macroeconomic environment.

For flexible OLEDs, DSCC expects a 14% growth in 2023 (shipments) and a 9% decline in revenues - as average sale price has dropped 20%. The industry saw aggressive price cuts by Chinese phone makers - to the point where a flexible OLED made in China is cheaper than a rigid OLED made in Korea (by SDC). The market share of flexible OLED smartphones will reach 75% in 2023 out of the total OLED smartphone market.