Samsung announced three new Samsung Galaxy phones, in its popular mid-range A-series. First up is the Galaxy A33 which features a 6.4" 90Hz 1080x2400 Super AMOLED display, and the second is the Galaxy A53 which features a larger 6.5" 120Hz 1080x2400 Super AMOLED display.
Most interesting is the Galaxy A73,which sports a 6.7" 120Hz 1080x2400 Super AMOLED+. It is not clear what Samsung refers to as a Super AMOLED+, it could be a non-pentile display like the old Super AMOLED Plus displays.
According to a report from Korea, BOE is in talks with China-based smartphone producer Honor regarding the supply of tandem (dual-stack) OLED displays to be used in Honor's smartphones.
BOE hopes that its tandem OLED panels will reduce power consumption by around 30% compared to a single-stack OLED display, which will enable Honor to adopt a smaller battery and a thinner design. Both companies hopes to be able to introduce the panels and the smartphones that use it by the end of 2022.
We are happy to announce that the OLED marketplace lists a 5.99" 1080x2160 flexible AMOLED display produced by BOE. This is a high-end smartphone type display (but of course can be used in other applications) that includes a touch layer.
During the Mobile World Congress, many smartphones were announced (and some already released) that use AMOLED displays. Here's the current list of phones we added to the OLED phone database, although we're sure more phones will surface soon:
Some of these phones use very advanced displays, for example the Honor Magic4 with its 6.81" 120Hz 1,000 nits 1224x2664 LTPO AMOLED display and the Lenovo Legion Y90 Y90 with a 6.92" 144Hz 1,300 nits 1080x2460 AMOLED.
UBI Research estimates that shipments of small-sizes (under 10-inch) AMOLED displays reached 746 million in 2021, up 34.4% from 2020 (555 million units). UBI says the market was driven by increased Apple iPhone sales and increased adoption of foldable OLED panels.
In terms of revenues, the market increased by 43.9% from $26.5 billion in 2020 to $38.1 billion in 2021.
DSCC estimates that just over 10 million foldable OLED displays shipped in 2022, and the market is set to grow to 86 million units by 2026 (54% CAGR).
DSCC says that foldable smartphone revenues rose 342% in 2021, and have reached $5.8 billion. The most popular foldable smartphone was the Galaxy Z Flip 3 (51% market share in 2021), followed by the Galaxy Z Fold 3 (26% market share) and the Huawei Mate X2 (6% market share).
Towards the end of 2021, it was reported that Visionox has finalized its LTPO R&D project and is ready to start producing LTPO OLED displays. The company now officially launched its first LTPO AMOLED dipslay, that can offer a dynamic refresh rate, from 1Hz to 120Hz. Visionox expects the first phones to adopt these new displays to be released soon.
The new LTPO AMOLED displays are produced at Visionox's Hefei 6-Gen flexible AMOLED line. This is the first LTPO OLED displays produced in China (previously only Samsung and LG produced such advanced panels).
BOE demonstrated new foldable OLED prototypes, which it calls the f-OLED N-shaped folding display. The new displays by BOE can be folded both inwardly and outwardly, which allows BOE to present a unique form factor:
BOE's new display is 12.3" in size, and when full folded (two folds) it turns into a 5.6-inch form-factor device. BOE developed a novel hinge system that allows for sliding compensation which improves the strength of the display module. BOE tested the new display for up to 200,000 inward folding cycles and 100,000 outward folding cycles.
According to reports from Korea, Samsung decided to use the same OLED material stack (the so-called M11 stack) in its Galaxy S22 Ultra smartphone (the M11 was used in the S21 Ultra phone). The lower-end Galaxy S21 still uses the M10 stack, same as in the S20.
The lower-end model did get an update - the S22 Plus has been upgraded to the M11 stack (the S21 Plus used the M10 stack).
IDC estimates that 7.1 million foldable smartphones shipped in 2021, an increase of 264% over 2020 (1.9 million units). IDC estimates that the market will grow to 27.6 million units by 2025 (a CAGR of 69.9%).
Most of the growth in 2021 came from Samsung's Galaxy Flip3 which was a success in the market thanks to its compact size and price tag ($999).