The Bell: Apple aims to sell 45 million 6.5" OLED iPhones and 25 million 5.84" OLED iPhones in 2018

More and more reports suggest that Apple's 2018 iPhone lineup (to be introduced in September 2018) will include two OLED models and one LCD models. A few days ago it the Nikkei Asian Review said that Apple's 2018 OLED iPhone launch orders will be 20% lower compared to 2017, amounting to 80 million panels.

Apple iPhone X photo

Now the Korean site The Bell says that Apple ordered 45 million 6.5" OLED panels from SDC for the iPhone Xs Plus and only 25 million for the smaller 5.84" iPhone Xs - to a total of 70 million panels. For the lower-end LCD model, Apple ordered only 30 million panels from Japan Display.

DSCC: 100 million OLED panels were shipped in Q1 2018, generating $5.8 billion in revenues

Display Supply Chain Consultants (DSCC) says that in Q1 2018 OLED revenues dropped 33% compared to Q4 2017 (but grew 39% compared to Q1 2017) and amounted to $5.9 billion. DSCC says that OLED revenues will decline further in Q2 2018 but will recover in the second half of 2018. Full-year revenues are expected to reach $26.95 billion, while the market will reach $57.2 billion by 2022.

AMOLED revenue and growth (2016-2018, DSCC)

Samsung Electronics was the top OLED customer in the first quarter, and together with Apple (#2) the two companies consumer 79% of all OLED panels by revenue.

Vivo launches its bezel-less OLED smartphone, the NEX

In February 2018 Vivo demonstrated a new concept smartphone called the APEX, that had a almost completly bezel-less OLED display. Today Vivo launched its latest flagship smartphone the Vivo NEX S (and the lower-spec NEX A) which features this innovative design.

Vivo NEX A photo

The Vivo NEX S has a 6.49" 1080x2316 (388 PPI) AMOLED display, and a pop-out front camera (there is no room for a camera as almost all the front is covered with the display. The NEX S also features an under-the-display fingerprint sensor, a strong chipset and 8GB of RAM and 256GB of storage. The Vivo NEX A has a slower CPU, less memory - and a fingerprint reader on the back. Both phones will ship by the end of the month.

SDC to supply Huawei with its largest smartphone OLEDs yet at 6.9-inch

The Korea Herald says that Samsung Display signed an agreement to supply 6.9" OLEDs to Huawei for an upcoming large smartphone. This is the largest smartphone OLED that SDC has ever developed.

Huawei Mate 10 Pro photo

The Herald says that Chinese consumers want large phones as it is easier to write Chinese characters on larger screens. Huawei is the world's third-largest smartphone maker (with a 11.4% market share, according to Strategic Analytics).

Nikkei AR: Apple lowers its 2018 iPhone component orders by 20%

Apple-related rumors and reports never cease, only last week did we heard that Apple aims to use OLED displays in all of its 2019 iPhone models, and now it is reported that Apple is taking a conservative approach and readying itself to lower sales of its 2018 iPhones (that will be introduced in the fall).

The Nikkei Asian Review says that Apple approached suppliers and told them that component orders for the new iPhones will be lower by 20% compared to the iPhones launched in 2017. In 2017 Apple got ready to produce 100 million iPhone 8/8+/X before launching these phones, but now Apple expects to sell only 80 million units.

DSCC: SDC's OLED fab utilization starts to improve as production starts for next-gen iPhones and Galaxy phones

DSCC says that Samsung Display's OLED utilization has started to improve as it is starting to produce new OLED displays for new smartphones by Samsung, Apple and other makers.

SDC OLED fab utilization (Jan 2017 - June 2018, DSCC)

SDC's utilization rates started to improve in May 2018, with the rigid A2 OLED fab expected to exceed 80% in June. At 100% yields, the A2 can produce 175,000 monthly substrates. DSCC says that 5.5-inch to 6-inch rigid OLEDs cost will fall to $23 in Q3 2018, with the price premium over LTPS LCDs will be around $5. DSCC says that at such a small gap they expect demand for rigid OLEDs will remain strong.

CLSA - smartphone OLED penetration stagnated in Q1 2018

CLSA says that OLED penetration in the smartphone market was unchanged at 29% in Q1 2018 (up from 25% from Q1 2017, though). Unit shipments increased 12% from Q1 2017 to reach 96 million, but were down 15% from Q4 2017.

OLED smartphone penetration (2015-2018Q1, CLSA)

OLED adoption in Samsung Electronics' smartphones increased to 72% in Q1 2018, mostly due to the successful launch of the GS9. Apple saw a decrease from 35% in Q4 2017 to 32% in Q1 2018 as iPhone X shipment decreased.

Did your iPhone X OLED screen fail? Watch out for LCD replacement screens...

Apple's 10th anniversary iPhone X is the company's first OLED Phone - with a 5.8" 1125x2436 (458 PPI) flexible Super AMOLED display that covers almost the entire front of the phone. The iPhone-X is difficult to repair and Apple charges $279 if your screen brakes outside of the warranty.

Apple iPhone X photo

It is now reported that some companies in China are offering replacement screens for the iPhone X directly via eBay and other online retailers (note: affiliate link to eBay). Most of these screens cost more than the $279 Apple charges - and some of them are actually LCD displays and not OLEDs. These displays are thicker than the original, run hotter and also drain the battery faster. Some of these display also feature some serious defects...

Visionox demonstrates its latest PMOLED and AMOLED displays at SID 2018

China-based OLED producer Visionox had a very impressive booth at SID 2018, demonstrating the company's latest AMOLED and PMOLED displays and prototypes.

Visionox is now producing AMOLED displays for smartphones and wearables and the company showcased a wide range of AMOLED panels and also commercial phones that use these panels. Visionox also demonstrated many new display prototypes.

ETNews: BOE to supply Huawei with foldable OLEDs, is working with three phone makers to develop foldable devices

Samsung is aiming to launch its first foldable OLED phone by the end of 2018 or early 2019, but two months ago it was reported in Korea that Huawei aims to beat Samsung and announce its first foldable phone in November 2018, using LGD's OLEDs.

A new report from ETNews now says that Huawei is actually working with China-based BOE Display, and not LGD. The first Huawei phone will have a 8" display and it will fold into a smartphone-sized device. This report makes more sense than the LGD report, as it seems that BOE's foldable OLED technology is more advanced than LGD's - and in fact last week the company unveiled a 7.56" 2048x1535 foldable OLED.