DSCC estimates that OLED smartphone display shipments will decrease 5% in 2022, to 592 million units. Flexible OLED shipments will rise by 2% (and will decline 10% in terms of revenues) but rigid OLED shipments will drop 14% (and revenues will decline 32%).

DSCC sees the OLED smartphone market declining 16% in 2022 to $317 billion (smartphone sales), and explains that this is due to macroeconomic headwinds, weakened consumer demand and problems with supply chains and inventories.

DSCC estimates that the OLED market will increase 2% in 2022, to reach $42 billion. Revenues for smartphones, the leading OLED application, will actually decline by 4%, but this will be offset by increases in other applications.

In fact, some applications will experience very fast growth: OLED monitors (641% unit growth, 279% revenue growth), OLED laptops (64% units, 39% revenue) and automotive displays (73% units, 68% revenue).

Omdia says that the market share of Korea's OLED producers, SDC and LGD is eroding, as Chinese OLED makers increase their OLED shipments. A main driver is Apple's increased iPhone AMOLED orders from BOE.

Omdia says that BOE's market share has increased from 5.6% in 2019 to almost 12% in 2022 (first quarter). The market share of all AMOLED makers in China is now above 20%, from from less than 10% in 2019.

According to reports, Apple finalized its supply plans for the iPhone 14 series, and the US phone maker decided to add BOE to its new iPhone supplier list.

This is the first time that BOE manages to become a new iPhone supplier (the company already produces AMOLED displays for refurbished iPhones). According to the latest report, Apple ordered a total of 90 million OLED displays: 60 million from Samsung, 25 million from LGD and 5 million from BOE (which will so supply 5.5% of the total orders).

According to reports from Korea, Apple has started to sign agreements regarding the supply of OLED displays for the next iPhone model (iPhone 14). As always, the main supplier will be Samsung Display, which will supply 80 million units of its latest LTPO AMOLED display (M12 stack) to Apple.

Apple is set to release four iPhone models. The iPhone 14 (6.1-inch), 14 Plus (6.7-inch), 14 Pro (6.1-inch) and 14 Pro Max (6.7-inch).

DSCC says that 2.22 million foldable smartphones shipped in Q1 2022, up 571% from the first quarter of 2021. In Q4 2021, however, 4.2 million units shipped (a 47% decrease).

DSCC estimates that a total of 16 million foldable OLED phones will ship in 2022, a 107% increase compared to 2021. In terms of OLED panels, over 20 million will be produced and shipped in 2022.

Kyulux gave a very upbeat presentation at SID Displayweek, during which it updated on its latest material specification and its commercialization plans.

Kyulux managed to increase the lifetime of its Hyperfluorescence emitter systems (which features an IQE of 100% and a narrow emission spectrum) quite dramatically in the past year its green material now offers a lifetime of 59,000 hours (LT95@1000 nits, top emission), while the red material is at 20,000 hours. The blue material has also increase from280 hours to 450 hours in the past year.

DSCC says that global OLED revenues in Q1 2022 were around $9.5 billion, the same as in Q1 2021, even though unit shipments declined 4%.

Smartphone remained the leading OLED application, with a 79% revenue share, even though shipments decreased 8% (and revenues decreased 3%). The second largest application by shipments is wearables (16% in Q1 2022 by shipments and in 6% market share by revenues).

BOE has been aiming to supply OLED displays for Apple for a long time, and Apple also welcomed BOE as a supplier as it wants to reduce its dependence on Samsung and LG.

In 2020 BOE did not pass Apple's OLED quality test for the iPhone 12, but later it it did manage to enter Apple's supply chain, for aftermarket (refurbished models) 6.06" LTPS AMOLED displays.

An interesting report from Korea suggests that Apple's CEO met with Samsung Display's CEO recently, as Apple is looking to reduce its OLED iPhone orders from Samsung by around 15% in 2022.

Apple, like the rest of the technology industry, is facing supply constraints and has already said that it won't be able to meet the demand for its products in 2022. Apple's original plan was to produce 220 million iPhones in 2022, and it expected to order 160 million iPhone AMOLED panels from SDC. Apple's now expects to ship only 185 million iPhones.