Samsung Display gets an approval from the US to continue suppling OLED dispays to Huawei

Last month it was reported that following the US government sanctions against Huawei, both Samsung Display and LG Display may not be able to sell OLED panels to Huawei any more, as these use drivers that are based on US-developed technology.

Huawei P40 pro photo

Samsung Display has applied to the US government to get an approval to export these OLEDs, and according to new reports from Korea SDC has obtained the approval. According to the report, the US agreed to this sale as Huawei is also buying OLED displays from Chinese-based producers which means that this is not a required import for Huawei.

Samsung may be forced to stop supplying OLEDs to Huawei due to US sanctions

The US government imposed sanctions against Huawei, which prevents the Chinese company to acquire components that use US-developed chips. According to a report from Korea, both Samsung Display and LG Display will have to stop supplying OLED displays to Huawei as these use drivers that are based on US-developed technology.

Huawei P40 pro photo

Samsung Display has applied for a US US Department of Commerce license which will allow it to export the technology to Huawei. LG Display decided not to apply for the license, at least for now, as its OLED sales to Huawei are limited in any case.

Huawei starts to develop its own OLED driver ICs

According to reports from China, Huawei is starting to develop its own OLED driver ICs - and will start mass producing these chips later in 2020

Huawei P40 pro photo

It seems that Huawei aims to increase its self-sufficiency (especially with the US sanctions in place). In addition, the company believes its own chips will outperform the chips supplied to Huawei by third party and will enable it to improve its smartphone design.

BOE to start producing on-cell touch OLED panels, to supply to Huawei's Mate 40 flagship

According to a report from Korea, BOE will start producing AMOLED displays with on-cell touch, and ship the first such panels to Huawei to be used in its Mate 40 flagship smartphone. The Mate 40 is expected by October 2020, and BOE will start producing these panels soon.

Huawei Mate 30 photo

Huawei Mate 30 Pro

BOE is not the only OLED maker to supply to Huawei's Mate 40 series - Korea's Samsung and LG Display will also ship similar panels to Huawei, some of these will use on-cell touch and some will use add-on touch panels, this depends on the Mate 40 model.

Reports suggest Visionox started to ship AMOLED displays with an under-the-display camera to Huawei and Xiaomi

Last month Chinese OLED producer Visionox launched an under-the-OLED camera technology, branded as InV See - which enables a selfie camera in a full-screen OLED smartphone. According to new report from China, Visionox has already shipped InV See displays to Huawei and Xiaomi which will launch smartphones with these displays soon.

The report suggests that Visionox started to ship these displays in the second half of 2019 - and these deals were worth over 3.5 billion yuan (around $500 million USD).

DSCC: OLED revenues in Q1 2020 were $6.7 billion, will reach $33 billion in 2020

DSCC says that OLED revenues in Q1 2020 were $6.7 billion (up 24% from Q1 2019, but down 18% from Q4 2019). Both Samsung and BOE gained market share in the quarter, as LGD had a weak quarter.

OLED revenue share by producer (Q12018-Q12020, DSCC)

DSCC sees the entire OLED market reaching $33 billion in 2020 (up 18% from 2019). Smartphone OLED sales will reach $26.6 billion, mostly led by a growth in flexible OLED sales. The OLED TV market will grow 19% to 4 million units in 2020. DSCC sees the laptop OLED market increasing significantly in 2020.

Huawei says it lost $60 million on its Mate Xs foldable smartphone in two months

Huawei launches its Mate Xs foldable smartphone in February 2020, with a 8" 2200x2480 foldable AMOLED display (produced by BOE). Huawei's consumer business CEO, Yu Chengdong, says taht even though the Mate Xs costs $2,400 the company lost around $60-70 million on this smartphone since its launch.

Huawei Mate X photo

The Mate Xs is an updated Mate X, with the same display and form factor, but with upgraded specifications.

Huawei to soon launch its first OLED TV, the X65

Huawei is set to release its first OLED TV, the 65" X65. The company has released some posters that tease the new TV:

Huawei's X65 OLED TV ad photo

According to reports from China, the X65 OLED TV will be based on Huawei's Hongmeng smart OS and will include a 24MP pop-up camera, a 14-speaker setup and an ambient sensor to adjust the screen image to enable more accurate images. Huawei is expected to officially launch its first OLED TV later this week.

Huawei's next flagship phone, the Mate 30 Pro, to sport flexible OLEDs made by Samsung and LG

Huawei's Mate 30 and Mate 30 Pro smartphones, released in September 2019, sported AMOLED displays made by Samsung Display (rigid 6.62" 1080x2340) and BOE (flexible 6.53" 1176x2400, the Mate 30 Pro).

Huawei Mate 30 photo

According to a report from Korea, Huawei will soon launch its next flagship phones, the Mate 40 and Mate 40 Pro - and the flexible OLEDs used in the Mate 40 Pro will be supplied by Samsung and LG Display (50% split). This is an interesting achievement by the Korean OLED makers and likely quite a blow for BOE. Apparently BOE could not match Huawei's requirement for this curved OLED display.

CNet reviews the Huawei Mate X foldable phone - and likes it alot

Last month Huawei finally launched its first foldable smartphone, the Mate X with a 8" 2200x2480 foldable AMOLED display (produced by BOE) that folds outwards. One of the first reviews was posted by CNet's Andrew Hoyle - who spent one day with this $2,400 device - and liked it a lot.

Huawei Mate X folding photo

The OLED itself seems to be a great display - Andrew says that it is a bright, vibrant and sharp display. When open, the 8" display is great for videos and images. Andrew also loves the folding mechanism works like a charm, and says that the device is a joy to use. Compared to the Galaxy Fold, he says that the Mate X is much thinner when closed which is important - and it is also much more usable when closed as it has a much larger display.

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