UBI

UBI: Samsung to order only a limited number of WOLED TV panels from LGD in 2024

In July 2023, Samsung officially launched the 83" 83S90C, the company's first TV to use LG's WOLED panels, following several years of negotiations and hesitation by the Korean rivals.

Samsung 83S90C

It was assumed that Samsung's total orders from LGD will be limited (as the 83-inch are expensive and not highly popular), and according to UBI, the total number of panels that LGD actually shipped to Samsung is only 'several thousands'.

Read the full story Posted: Nov 16,2023

UBI: Samsung to delay the introduction its first blue phosphorescent AMOLEDs to the second half of 2025

Universal Display is progressing with its blue PHOLED material, and earlier this month the company said it is on track to introduce the new material commercially in 2024. During a company seminar, UBI's Daejeong Yoon updated that according to their latest information, Samsung Display has decided to adopt a blue phosphorescence material in the second half of 2025 - a year later than expected.

Samsung is calling the new material stack B1, and it says that the new stack will increase the efficiency of its OLED device by more than 65% (which seems to be rather too much, maybe it means 65% of the power consumption of the current stack). UBI says that the blue OLED still suffers from low lifetime - the lifetime of the blue PHOLED stack is only 55% of the lifetime of its current fluorescence-blue stack, but regardless of that the company will introduce it commercially due to the power consumption efficiency.

Read the full story Posted: Nov 15,2023

UBI: The OLED IT panel market will grow at a CAGR of 41% to reach 31 million units by 2027

UBI Research estimates that 7.9 million AMOLED displays for IT applications (tablets, notebooks and monitors) will ship in 2023, growing to 31 million by 2027 (a CAGR of 41%). Apple's adoption of OLED screens starting in 2024 will fuel much of the demand.

OLED makers, led by Samsung, LG, BOE and Visionox are all expected to start producing IT OLED panels in existing 6-Gen production lines, and companies are also planning to construct new dedicated 8.5-Gen lines for IT applications.

Read the full story Posted: Oct 09,2023

UBI: shipments of smartphone OLED panels produced in China will surpass Korean-made panels by 2025

UBI Research forecasts that in 2025, shipments of smartphone OLED panels produced in China (regular and foldable) will surpass the shipments of panels made in Korea. UBI says that the growth of Chinese OLED makers will be driven by the large domestic market, government support, lower-cost production and improvement in production quality. 

UBI estimates that Korean OLED makers will retain their quality lead over Chinese companies, and will be able to generate higher revenues, even with lower shipments - but in 2028, the revenues of China-based OLED makers will also surpass Korea's OLED revenues. 

Read the full story Posted: Aug 30,2023

UBI: the foldable OLED market will grow to 61 million units by 2027

UBI Research estimates that the foldable OLED market will reach 22 million units in 2023, and will grow to 61 million units by 2027, a CAGR of 29%.

UBI also published a forecast on cover material market for foldable OLEDs - this market will also expand, and will grow to $840 million n 2027. UBI says that the market share of ultra-thin glass will grow, as Samsung will only produce foldable OLEDs with UTG in the future, and other makers including BOE, CSoT and Visionox are developing UTG panels. 

Read the full story Posted: Jun 29,2023

UBI Research: medium and large OLED shipments to grow from 26.1 million units in 2022 to almost 70 million in 2027

UBI Research says that shipments of medium and large area OLED panels (which the company defines as 10 inches and up) will reach 26.1 million units in 2022. The market is set for fast growth, and shipments will reach 69.5 million units by 2027.

The main application by revenue will be TV panels, over the whole projected period, and OLED TV panel shipments will reach 14.8 million units in 2027, and generate $9.18 billion in sales.

Read the full story Posted: Dec 16,2022

UBI sees sales of rigid OLED panels to continue and decline, while flexible and foldable OLEDs are on the rise

UBI Research says that according to its latest information and forecasts, shipments of Samsung's rigid smartphone AMOLED displays declined to 19 million units in Q3 2022, a drop of over 50% compared to last year. Rigid smartphone OLED display sales will continue to decline at an annual rate of 12.9% and will reach only only 96 million units in 2027.

Flexible OLED sales will continue to increase at a rate of 7.4% from 2022 to 2027. In 2027, Samsung Display will ship 220 million flexible OLED displays, while BOE will ship 140 million OLEDs.

Read the full story Posted: Dec 12,2022

UBI Research: the OLED materials market will grow 8.6% annually to reach $2.75 billion by 2027

UBI Research says that according to its latest study, the OLED emitter market is set to grow from around $1.82 billion in 2022 to $2.75 billion in 2027, with an annual growth rate (CAGR) of 8.6%.

In 2027, UBI expects Samsung's emitter material orders to amount to $680 million - fueled by growth in foldable OLED panels. BOE's emitter material orders will reach $380 million, and LG Display's - $230 million.

Read the full story Posted: Dec 07,2022

UBI: Samsung Display to produce QD-OLED monitor panels at its upcoming 8.7-Gen A5 line, targeting Apple as its main customer

According to UBI Research, Samsung Display has decided to produce QD-OLED panels at its upcoming 8.7-Gen A5 production line. The company IT display strategy will be to produce QD-OLED panels for monitor application (27-inch displays, at first) and tandem RGB panels for smaller IT displays (tablets, laptops).

Alienware AW3423DW photo

A 34-inch QD-OLED monitor (Dell Alienware)

Samsung is looking for design wins with Apple for both its display architectures - the larger QD-OLED panels for Apple's monitors and the smaller sized panels for its tablets.

 

Read the full story Posted: Nov 10,2022