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IHS: LG's 65" rollable OLED TV costs over $3,000 to produce

At CES 2019, LG Electronics announced its first rollable TV (and the world's first rollable OLED device), the 65" Signature OLED TV R. Market analysts from IHS estimate that producing each 65" rollable OLED TV will cost over $3,000 - more than three times the cost of production of LG's regular 65" OLED TV panels.

LG's new TV can roll up into its base, and has three viewing options - full view, line view and zero view. In Line View, there are six different modes, in which the TV can show the weather, the time, a home dashboard and more. Like the rest of LG's 2019 OLED range, the OLED TV R is based on the company's 2^nd-gen Alpha 9 intelligent processor the enables LG's ThinQ AI to offer new display algorithms and Amazon's Alexa and Google's Assistant.

Read the full story | 1 comment | Posted: Feb 10, 2019

IHS details the production costs of smartphone OLED displays, say rigid OLEDs carry a 20% premium over LCDs

IHS released its LCD and OLED smartphone display cost model for Q3 2018. According to IHS, a 5.7" 2560x1440 rigid OLED costs $18.62 to produce, a full-display flexible curved 5.8" 2880x1440 OLED costs $22.61 and a Notch-type 5.9" 2438x1125 OLED costs $28.18 to produce.

It is not clear how IHS estimates yields - from our information SDC's production yields are much higher compared to the new makers such as BOE and LG Display - which means that yielded costs are much lower at SDC's mature OLED fabs.

Read the full story Posted: Jan 24, 2019

IHS: OLED displays take up over 60% of the total smartphone display market in Q3 2018, by revenue

IHS says that OLED panels take up to 61.1% of the total smartphone display market in Q3 2018, by revenues. OLED sales reached $6.6 billion in the quarter, out of a $10.7 billion market.

The leading OLED producer is still of course Samsung Display - which accounted for 93.3% of the total smartphone OLED panel market (and 94.2% of the flexible OLED panel market). Samsung's OLED dominance also helps it to enjoy a 57.8% market share in the total smartphone market (LCD+OLED) - far ahead of BOE (7.8%) and Tianma (7.7%) which are the 2nd and 3rd largest smartphone display producers.

Read the full story Posted: Dec 18, 2018

IHS sees 50 million foldable OLEDs shipped in 2025

IHS says that the foldable OLED market will grow from 200,000 units in 2018 to over 50 million units by 2025, taking up 6% of the total OLED market (825 million panels) and 11% of the total flexible OLED market (476 million).

Foldable AMOLED shipments forecast (2018-2025, IHS)

IHS sees fast growth ahead for the market, but the analysts say that smartphone brands are cautious about launching foldable smartphones because the phones should be durable enough for repeated folding and thin and light enough even when supporting a larger display and battery.

Read the full story Posted: Nov 08, 2018

IHS: LG Display is increasing its OLED TV panel price as demand increases

IHS Markit says that high demand for OLED TV panels has enabled LG Display to increase its asking price, and the average selling price (ASP) of OLED TVs have risen from $695.47 in Q1 2018 to $712.48 in the second quarter. IHS expects LGD to increase the price to $731.9 in Q3 and $729.96 in the Q4 2018.

Philips OLED 973 photo

IHS estimates that LG Display will ship a total of 2.54 million OLED TV panels in 2018 - much less than what was claimed in a surprising post in Korea last week (3.7 - 3.8 million). IHS sees the market growing to 3.6 million units in 2019, 6 million units in 2020 and 9.35 million units in 2022.

Read the full story Posted: Sep 27, 2018

IHS: Apple is developing a new LTPO backplane, may introduce it in future iPhones

IHS posted an interesting article which details a new backplane technology that Apple is developing. So-called Low-Temperature Polycrystalline Oxide (LTPO) combines both LTPS TFTs and Oxide TFTs (IGZO, Indium Gallium Zinc Oxide). LTPO is applicable for both OLED and LCD displays.

Apple LTPO OLED backplane (IHS slide)

In LTPO, the switching circuits are using LTPS while the driving TFTs will use IGZO materials. This could lead to a power saving of around 5-15% compared to the currently-used LTPS backplanes. The main drawback of LTPO, however, is that the IGZO TFTs are larger and so the display density may be compromised. IHS says that Apple may introduce this into future iPhones - but it also says that LTPO will be limited to low-density displays at first which is a bit confusing.

Read the full story Posted: Aug 31, 2018

IHS sees flexible AMOLEDs taking over rigid ones in 2020

According to IHS, flexible AMOLED shipments reached 157.6 million units in 2018 - about 38.9% of the total AMOLED market (rigid + flexible). Flexible OLEDs will grow at a much faster rate than rigid OLEDs, and shipments will exceed those of rigid OLEDs by 2020 (335.7 million units). In 2022 over 400 million flexible AMOLED panels will be produced, compared to around 340 million rigid AMOLEDs.

Flexible AMOLED shipment forecast (2015-2022, IHS)

IHS sees demand for flexible OLEDs by smartphone brands that want to diffrentite their products using curved displays and full-screen ones. Foldable displays are also expected to be a key technology for mobile devices in the foreseeable future.

Read the full story | 2 comments | Posted: Aug 13, 2018

IHS: LGD is the world's leading AMOLED producer for wearables, followed by SDC, EDO, AUO and BOE

IHS says that LG Display is the world's leading AMOLED supplier for smartwatches and wearables. In 2017 LGD shipped 10.64 million AMOLED displays for smartwatches - and it holds a market share of 41.4% (the total market was 25.7 million units in 2017). LG is the exclusive supplier of AMOLED displays for Apple's watch.

Apple Watch Series 2 photo

Samsung Displays is the 2nd wearable AMOLED Producer, with a 34.8% market share. Everdisplay has a 16.2% share and AU Optronics shipped 5.7% of all wearable AMOLED shipments in 2017. BOE is the fifth largest AMOLED wearable maker with a market share of 1.5%.

Read the full story Posted: Jul 09, 2018

IHS: notch-type OLEDs cost 25% higher than regular OLEDs, due to yield loss

IHS estimates that a notch-design increases the production cost of a smartphone display (whether LCD or OLED) by more than 20%. A notch-type 5.9" OLED (like in the iPhone X) costs $29, 25% higher than the cost of a regular 5.8" OLED.

Full display vs notch-type cost comparison (May 2018, IHS)

IHS explains that cutting the notch results in yield loss, which is the main driver of the higher costs (the panel itself, of course, is also larger before cutting the notch in the comparison IHS makes). In theory, cutting a plastic OLED is easier than the glass-based LCDs, and IHS forecasts that manufacturing costs for notch OLEDs will fall far more rapidly than the costs of notch LCDs.

Read the full story Posted: May 31, 2018

IHS: the market for under-the-OLED fingerprint sensors will surge from 9 million units in 2018 to over 300 million in 2022

IHS says that smartphone makers are expected to increase their adoption of under-the-display fingerprint sensors. In 2018, 9 million such smartphones will be sold, but the market will grow extremely quickly and will reach over 100 million unit in 2019. By 2022, over 300 million such phones will ship.

Display fingerprint module shipments (2018-2022, IHS)

Under-the-display sensors are currently only applicable to OLED displays. Chinese phones makers (such as Vivo and Huawei) already started shipping the first phones to adopt this technology. IHS estimates that looking forward, the market will be led by Samsung and Chinese smartphone makers such as Vivo, Huawei and Xiaomi.

Read the full story Posted: Apr 28, 2018