AMOLED - introduction and market status - Page 2

Google announced five new devices, all powered by AMOLED displays. We'll start with the Pixel 9 smartphone series, with the plain Pixel 9 offers a 6.3" 120Hz 2,700 nits (peak) 1080x2424 AMOLED display, a Google Tensor G4 chipset, 12GB of RAM and 256 GB of storage. The Pixel 9 Pro offers a 6.3" 3,000 nits (peak) 120Hz 1280x2856 LTPO AMOLED, and up to 16 GB of RAM and 1 TB of storage. The Pixel 9 Pro XL offers a similar but larger display - 6.8" 1344x2992 LTPO AMOLED.

Google's Pixel 9 Pro Fold smartphone is based on a 8" 120Hz 2,700 nits (peak) 2076x2152 foldable LTPO AMOLED display, and an external 6.3" 120Hz 1080x2424 AMOLED. The Pixel 9 Pro Fold is powered by a Google Tensor G4 chipset, and offers up to 16GB of RAM and up to 512GB of storage.

Back in February we posted about rumors that suggest Huawei is planning to release the industry's first smartphone that sports a tri-foldable OLED display. When fully open, the device will sport a 10" display, which means it will double as a full tablet and a smartphone.

Now we have seen a photo of Huawei's Chairman that uses such a smartphone on a flight. This could mean that Huawei is getting ready to officially launch such a phone.

Omdia says that in 2028, LTPO will overtake LTPS as the leading smartphone OLED backplane technology. By 2031, smartphone LTPO OLED panel shipments will reach 520 million units, with a 52% market share (of all smartphone OLED displays).

Omdia sees the smartphone OLED market rising in the next 10 years. In 2031, over one billion OLED smartphone panels will ship. In 2024, Omdia sees a sharp increase of 24% in smartphone OLED shipments (compared to 2023), which will surpass 800 million units. 

Samsung Display posted its financial results for Q2 2024, with $5.5 billion in sales and $730 million in operating profit. The company says that its mobile AMOLED unit have seen sales growth, driven by solid demand for flagship products, along with effectively supporting new smartphone launches from key customers (i.e. mostly Apple).

SDC also saw increased sales of both IT OLEDs (mostly tablets and laptops), and gaming monitor panels. The company reported stable sales of QD-OLED TV panels. 

Earlier this year we reported that Apple has decided to sign up BOE as its AMOLED supplier for the upcoming budget iPhone SE4 (with a 6.1" AMOLED display). According to reports back then, Apple's low price target ($25) was not profitable for Samsung that decided to not supply any AMOLEDs for this iPhone model.

According to new reports from Korea, Apple now signed up LG Display to supply some of its iPhone SE4 panels - mostly backup (BOE had its issues with Apple before) and support, as BOE will remain the main panels supplier.

China-based EV maker Zeekr introduced the 2024 Zeekr 009 model, a 4/6/7 seater MPV. The new model has two OLED displays: a 15.05" 2.5K flexible OLED main front screen, and a 17" 90Hz 3K ceiling-mounted passenger screen. The 15.05" OLED display seems to be the same display used in the 2024 Zeekr 001 model.

The 2024 Zeekr 009 will feature several seating options, NAPPA leather seats with headrest speakers, ventilation, heating and massage functions, exclusive lounge-chair mode, 30-speaker sound system and high performance - it reach go from 0 to 100 km/h in 3.9 seconds and has a driving range of up to 740Km. Zeekr plans to start delivering the all-new Zeekr 009 to customers in China next week, starting at 439,000 RMB (around $60,000).

Xiaomi announced four new devices, all with high-end AMOLED displays. First up we have the Mix Fold 4, a foldable smartphone that has a 7.98" 120Hz 3000 nits 2224x2488 foldable LTPO AMOLED display, and a second 6.56" 120Hz 3000 nits 1080x2520 LTPO external AMOLED display.

Samsung announced today four new devices - two foldable smartphones, and two smartwatches, all with AMOLED displays. All of these devices will ship on July 24.

First we have the latest clamshell smartphone, the Galaxy Z Flip6 - that has a foldable 6.7" 120Hz 2,600 nits 1080x2640 LTPO AMOLED display. It also has a 3.4" 720x748 Super AMOLED cover display.

DSCC says that the AMOLED industry (mainly smartphones and IT applications) is still in oversupply, and this will remain so until 2028 - but demand is expected to increase faster than capacity and so the oversupply will gradually decline to 2028.

Regarding OLED TVs, demand will increase and fab utilization will improve - but in this market DSCC also sees an oversupply situation to 2028 at least (a surplus of 22% in 2028).