UBI Research says that Samsung Display has decided to increase its QD-OLED production capacity, from 30,000 monthly substrate to 45,000 - that's a 50% increase - by 2024.
UBI also says that Samsung has updated its QD-OLED material stack (now called QM2), with an upgraded ETL green layer, and has started to recycle the waste materials in its production process.
Korea-based ETNews reports that Apple has finally committed to adopt OLED displays in future tablets and laptops, and the company has signed a contact with a "local OLED developer" (which means either Samsung Display or LG Dispaly) to develop four different OLED displays.
According to the report, Apple decided to adopt a 10.86" and 12.9" AMOLED displays for future iPad devices, and 14" and 16" displays for future MacBooks. The first OLED iPad will be released in 2024, while the first OLED MacBook will come later in 2026.
We are happy to announce the new edition of The OLED Handbook, the most comprehensive resource on OLED technology, industry and market - now updated for 2023. The OLED industry grows and changes very fast, and the new edition include new details on the OLED mobile and IT display segments, foldable and rollable displays, OLED and QD-OLED TVs, and more!
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OLED-Info and Perovskite-Info are happy to announce the 2023 edition of The Perovskite Handbook. This book is a comprehensive guide to perovskite materials, applications and industry, and it is now updated to January 2023 and lists recent developments and new companies, initiatives and research activities.
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Omdia posted an interesting market analysis, saying that Samsung Display is looking to increase its OLED TV market share, and will push QD-OLED TV shipments strong in 2023. SDC will increase shipments by 141% in 2023, and will continue to increase production.
Samsung's production increase will be met by an increased number of suppliers - not just Samsung and Sony as in 2022, but other companies will start offering QD-OLED TVs (Philips, TCL and Sharp).
Omdia says that global TV shipments reached 204.5 million units in 2022, down from 213 million in 2021 and 225 in 2020, where the COVID-19 pandemic expanded demand for TVs.
Omdia expects a recovery in 2023, especially in OLED TVs and the super-large TV segment.
Reports from Korea suggest that China-based OLED makers have seen lower utilization rates, as demand for OLED displays is smaller than expected, which is leading the companies to slow down their capacity expansion plans.
The capacity of all China-based OLED makers have risen from 20% of the global OLED market in 2019, to around 40% in 2022. But growth ahead will be slower, and by 2027, the market share of China-based makers will reach 45% of the global market. This data is from DSCC.
The Elec reports that Samsung Electronics is set to launch a foldable OLED laptop next year, using a 17.3" AMOLED display produced by Samsung Display. HP is also gearing up to release its first foldabl OLED, with a 17-inch display produced by LG Display.
Asus ZenBook 17 Fold OLED
Foldable OLED laptops are exciting, but current prices are very high, and so demand is low. The Asus ZenBook 17 Fold OLED for example, which uses a 17.3-inch display made by BOE, costs $3,500 - a very high price for a laptop. It is reported that Asus only ordered 10,000 displays from BOE as it understand it cannot ship many units at this price, and HP also not planning for many sales of their own first-gen foldable laptops, and have ordered a similar number of displays.
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.
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.
