According to a new report from Korea, Samsung has decided to build a new flexible OLED 6-Gen (1500x1850 mm) production line (A4E, although this could be a tentative name), which will be located at Samsung's Asan production complex.
The new fab will have a monthly capacity of 30,000 substrates. The first phase (15,000 substrates) will enter production by the end of 2022, and the second phase a year later. Total investment is estimated at over 1 trillion KRW (around $854 million USD).
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 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.
DSCC posted an interesting article detailing their estimates for the production costs and prices of choice flexible and foldable AMOLED displays, in China and in Korea.
We'll start with the chart above, which compares the prices and quotes of several flexible OLEDs produced by Samsung in Korea. DSCC says that as the profitability of Samsung's OLED business is highly dependent on fab utilization, it is currently losing money on this business as the yields in its flexible OLED lines are only 38% - and fixed costs such as personnel and depreciation cannot be decreased. Having said that, DSCC sees higher utilization in the next two quarters, which will result in profitability for SDC's OLED unit.
Samsung Display is updating its A3 flexible OLED production line, to support two new technologies. The TFT process is being updated, for some of the capacity, to Apple's LTPO technology. LTPO is currently used in Apple's Watch displays, but next-generation iPhones will adopt it as well.
According to UBI, Samsung will dedicate 75,000 monthly substrates to produce smartphone LTPO displays. According to some reports, Samsung has also developed its own backplane technology which is similar to LTPO, it could be that some of this capacity will be used for Samsung's own displays.
DSCC posted an interesting blog post, in which they detail what they believe to be Apple's iPhone 12 smartphone family specifications.
So we start with the iPhone 12, which will use a 5.42" 2348x1048 (476 PPI) flexible AMOLED display, produced by Samsung Display. DSCC believes the iPhone 12 will use a Y-OCTA integrated touch. DSCC believes that while BOE did not manage to get its panel to the iPhone 12, it may become a supplier in 2021 to the iPhone 12s - if all goes well with the iPhone 12 Max (see below).
Towards the end of 2019 LG Display started to supply Apple with 6.1" film-touch OLED flexible displays for its 2020 iPhone, and IHS Markit now says that these shipments propelled LGD's OLED smartphone market share to 10.8% in Q4 2019 (up from only 2.1% in Q3 2019).
In fact LGD now says that mobile OLED revenues make up for 36% of its total revenues in Q4 - which is higher than its OLED TV revenues for the first time ever.
In November 2019 ETNews reported that LG Display will supply Apple with 6.1" film-touch OLED flexible displays for its 2020 iPhones. Samsung will also supply the same displays (in a 50:50 split) in addition to 5.4" and 6.7" OLEDs that will support Samsung's on-cell touch (Y-OCTA).
According to a new report by ETNews, LG Display is set to update its E6 flexible OLED production line to support two new technologies - LTPO and on-cell touch, which LG calls TOC. ETNews says that LG's E6 line is dedicated to Apple - currently it produces 6.5" 2688x1242 OLEDs used in the iPhone 11 Pro Max.
DSCC updated their display industry forecasts, saying that as LCD prices continue to fall it revises the capacity forecast downward by 6% as Display makers are delaying and cancelling LCD investments. DSCC's OLED capacity forecast is also reduced by 4% - and is now growing at a CAGR of 19% from 2016 to 2025 (the main reason is the cancellation of Visionox V2 phase 2 and LGD's E6 Phase 3).
DSCC says that OLED TV roadmap is still not clear as Chinese makers are not ready to commit to OLED TV production. DSCC does see next-generation TV capacity coming online in the future - which could be inkjet-printed OLEDs, OVJP, MicroLEDs and other potential technologies. But the next-generation display market is certainly not clear yet and DSCC sees an extended forecast during which demand will outpace supply (especially as average TV size continues to grow).
Korean site ETNews says that Apple will release three new iPhone models in 2020 - all with OLED displays. There will be a 5.4", 6.1" and 6.7" models.
For the 5.4" and 6.7" models, Apple will rely exclusively on Samsung Display for its AMOLED displays - and will adopt Samsung's Y-OCTA technology (on-cell touch) which enables thinner panels. ETNews says that SDC offered great terms for Apple to secure the 2020 exclusivity.
ETNews reports that BOE has developed a new technology that integrates a touch layer inside a flexible OLED display (on touch) - a similar technology to Samsung's Y-OCTA. BOE is reportedly aiming to integrate the technology to its B11 production line in Miyangyang.
Y-OCTA panels are thinner than Samsung's previous flexible Add-On Touch panels - and the optical features are also better as the touch layer is below the polarizer. Samsung estimates that Y-OCTA also cuts production costs by around 30%.
