Samsung OLED

DSCC estimates that OLED revenues in 2023 will be $36.1 billion - down 13% from last year. Just a few months ago DSCC's forecast for 2023 was $38.9 billion. This is the second year that the OLED market is contracting. In terms of shipments, there will be a 5% decrease in 2023. Looking forward to 2024, DSCC sees the market starting to recover, as demand for IT displays, TVs and smartphones will increase.

Looking at specific markets in 2023, DSCC says that OLED smartphone shipments will remain flat, but will drop 11% in revenues - as the demand for higher-end flexible displays is lower than in 2022. The only positive is the foldable display market, where shipments will increase 33% in 2023 compared to last year. 2023 also experiences a big drop in demand for OLED TVs - DSCC sees shipments declining 31% in 2023. The same goes for laptop OLEDs - a 32% decrease in sales in 2023.

According to reports from Korea, both Samsung Display and LG Display have approached Apple, offering to produce MLA (Multi-Lens Array) AMOLED displays for a future iPhone device. Applying the MLA panel will increase the light output, but will carry higher costs and may also reduce the viewing angles (or actually reduce the side-view brightness).

It is not clear what kind of effect will MLA offer in Apple's case. When LG applied MLA to its TV panels, the company says it improved the brightness by 60% (it also stated that viewing angles actually increased by 30%). Apple will not be the first one to apple MLA to smartphone displays - Samsung itself adopted MLA panels in some of its high-end models (Galaxy S Ultra phones) and so did some other vendors.

During a trade show, Samsung Display discussed its zero-border, or full-screen OLED technology. Samsung is developing several technologies to enable this kind of display - including 3D bonding, edge brightness control, and an under-the-display camera (Samsung calls its UPC, under-panel-camera). 

Placing the camera under the OLED is a critical part of this solution, and Samsung said that it is developing the technology to enable this - including an increase of 50% in the light transmission of its OLED displays and a new sub-pixel structure that improves the display quality.

According to a report from Korea, Apple approached both LG Display and Samsung Display, asking its suppliers to develop a completely bezel-less AMOLED display for future iPhones.

Designing an OLED without a bezel is a challenge, mostly because of the encapsulation layer that has to protect the OLEDs. Using an under-the-display camera is also said to be a problem for the OLED makers in such a design.

MIni Cooper unveiled the interior design of its upcoming 2025 model, with a large round OLED display (this same display was shown a year ago in a Mini concept car design).

The display is 9.4" in size, and is produced by Samsung Display. Mini Cooper developed its own unique software, called Mini Operating System 9, complete with several experience modes that control  the complete interface and Mini's new personal assistant dog called Spike.

According to reports from Korea, Samsung Display is interested in acquiring OLED IP and patents from Semiconductor Energy Laboratory (SEL). These patents detail an OLED production process that does not require the use of fine metal mask (FMM) evaporation.

The use of FMM to deposit and pattern OLED displays is seen as a major setback towards higher density OLED displays, and it also limits the aperture ratio. It is no wonder that Samsung is interested in such technology, as other display makers have developed similar technologies that offer massive performance boost over the standard FMM process.

According to market research firm Omdia, the OLED automotive displays market is set to grow to $2.17 billion in 2027, up from $481.75 in 2023 (that's a 4.5X growth in sales). In terms of shipments, the market will reach 9 million units in 2027, up from 1.48 million in 2023 (a 7X growth). 

Omdia is actually more optimistic about the automotive market than it was last year, as the industry is growing faster than expected. There is a rapid uptake of AMOLED displays in premium cars, as the displays offer a better image quality, lower power consumption and lower weight compared to LCDs, which is all very important for electric cars. 

According to reports from Korea, Samsung Electronics considered adopting AMOLED display produced by BOE for its next flagship smartphone, but the company has halted the review process as the two companies are in the midst of an IP dispute.

A few months ago Samsung filed a motion with the US ITC to halt the import of aftermarket AMOLED displays produced by BOE. A group of OLED makers in China, which includes BOE, answered with a motion of their own, to dismiss an SDC AMOLED patent. This legal battle continues, and the tension between Samsung and BOE is on the rise.