Apple's iPhone wins burn-in test over Samsung's flagship OLED phones

Korea's Cetizen posted an interesting review of the burn-in of 3 flagship OLED phones, the iPhone X, the S7 Edge and the Note 8. Cetizen displayed the same image on all three phones for 510 hours (!) at full brightness.

Cetizen OLED burn-in test (iPhone X, Note 8, S7 Edge)

As you can see in the image above, the Note 8 has very visible burn-in, while the two other phones perform better. Cetizen say that the iPhone has the best display in that regard. Apple did in fact confirm that the iPhone X suffers from burn in, but also said that it engineered the display to be the best in the industry in reducing the effect of OLED burn-in, though - and apparently this engineering works.

Korea Herald: LGD will start supplying Apple with flexible OLEDs in 2018

The Korea Herald claims that LG Display is in the final stages of its discussions with Apple, and the Korean OLED maker expects to supply 15-16 million flexible OLEDs to Apple in 2018. According to the report, LG will supply Apple with 6.5" AMOLEDs for its 2018 large iPhone OLED variant.

Apple iPhone X side photo

Samsung Display will remain Apple's main OLED supplier, and this new report says that SDC will supply apple with more than 120 million 5.8" OLEDs in 2018. An earlier report by Business Korea estimated that SDC will supply Apple with 180-200 OLEDs in 2018.

DSCC: OLED revenues reached over $5 billion in Q3 2017, will reach $10 billion in Q4

Display analyst firm DSCC released a new market report on the OLED market, in which they have some very interesting estimates on the OLED market. OLED revenues reached over $5 billion for the first time in Q3 2017, and DSCC sees a huge 88% jump in the final quarter of 2017 (to $10 billion) as Samsung starts to supply flexible OLEDs to Apple.

OLED shipments (Q1 2016 - Q3 2018, DSCC)

Flexible OLED revenues are the main driver of the growth in OLED smartphone shipments, with revenues rising 37% in Q3 2017 and are expected to grow 140% (Q/Q) in Q4 2017. Flexible OLED unit share out of the entire OLED smartphone market reached 33% in Q3 and will reach 49% in Q4. In terms of revenues, the market share will grow from 66% in Q3 to 80% in Q4.

Business Korea: Samsung to ship 180-200 million OLEDs to Apple in 2018

According to Business Korea, Samsung Display will ship 50 million flexible AMOLED displays to Apple in 2017. Next year that amount is set to quadruple to 180-200 million panels, as Apple aims to adopt OLED displays in more iPhone models.

Apple iPhone X side photo

Samsung will produce all of these OLEDs bound for Apple at its A3 fab. Initially SDC aimed to construct a new fab for Apple (the A5 fab) but earlier reports suggested that these plans have been delayed. Samsung managed to increase the yields at its A3 line from 60% in early 2017 to around 90% today.

LGD sort of confirms it is in talks with Apple regarding an OLED display supply agreement

Apple is currently relying on Samsung Display as its exclusive supplier of smartphone OLED displays (SDC produces the 5.8" flexible Super AMOLED display on its flagship iPhone X), and Apple is obviously not content with this situation.

Apple iPhone X photo

Finding a second supplier is not easy as SDC is the only company that can produce quality flexible OLEDs at the quantities that Apple requires. Reports suggested that Apple is in talks with LGD (also with other companies, such BOE Display) and in its recent filing, LG Display hinted that it is indeed talking to Apple.

ETNews: BOE is considering its third flexible OLED line as it aims to become an Apple OLED supplier

Last month BOE started to produce flexible OLED displays at its Chengdu B7 fab, and according to ETnews the company is aiming to become a future Apple supplier and so is planning ambitious flexible OLED capacity expansion.

BOE Flexible AMOLED prototype photo

BOE's B7 fab, the company's first flexible AMOLED line, will have a full capacity of 48,000 6-Gen substrate per month (this will only be achieved in the first half of 2019). In October 2016 BOE announced another 6-Gen OLED fab (the B11 line) in Mianyang. The Miangyang fab will have a similar capacity and will initiate production in 2019.

KGI: Apple will release two OLED iPhones in 2018, sized 5.8" and 6.5"

KGI Securities analyst Ming-Chi Kuo estimates that Apple will launch three new iPhone models in 2018. Two of these will sport OLED displays, the 5.8" and 6.5" models. According to Kuo, all of Apple's iPhones in 2018 will have the same full-screen notched design used in the iPhone X.

Apple iPhone Lineup 2018 estimation (KGI forecast, Nov-2017)

Note that the image above, produced by KGI, is just a render. Kuo sees the 5.8" iPhone (X2?) using the same resolution as the iPhone X (1125x2436, 458 PPI). The 6.5" model will actually sport a higher density (480 to 500 PPI).

The iPhone X has a different diamond pixel structure than Samsung's Galaxy displays

Samsung introduced the Diamond Pixel display architecture back in 2013 when it launched the Galaxy S4 smartphone, and since then it has adopted this sub-pixel scheme in all of its OLED displays (replacing the previous PenTile scheme).

Galaxy (right) vs iPhone X (left) Diamond Pixel structure

The 2014 Galaxy S5 introduced a different Diamond Pixel scheme which Samsung uses till today. DisplayMate tested the Apple iPhone X and it turns out that Apple's OLED, even though it is produced by Samsung Display, uses a slightly different Diamond Pixels - the fill factor of Apple's display is higher than in the Galaxy phones. You can see the two different displays in the macro photos above (courtesy of Display Mate). The iPhone X OLED is on the left, while the right shows the Galaxy OLED.

DisplayMate: excellent calibration makes the iPhone X OLED the best mobile display ever tested

DisplayMate posted a review of the iPhone X OLED display (5.8" 1125x2436 Samsung-made flexible Super AMOLED). Samsung's own OLEDs are considered by DisplayMate to be the best displays in the world, so we expected this display to be excellent - and DisplayMate confirms it is actually better than Samsung's own displays thanks to impressive precision display calibration that Apple developed that transforms the OLED hardware into a superbly accurate and high performance display.

Apple iPhone X photo

DisplayMate confirms that this OLED is indeed the brightest full-screen OLED smartphone ever. The iPhone X also offers the highest absolute color accuracy ever tested (visually indistinguishable From perfect), the highest full-screen contrast rating in ambient light, the highest contrast ratio ever (infinite as in all OLEDs) and lowest screen reflectance and the smallest brightness variation with viewing angle.