Samsung Display - Page 14

Samsung Display signed a memorandum of understanding (MOU) with Ferrari to develop a display solution for implementation in Ferrari’s next-generation models.

Samsung Display will develop a bespoke 'innovative automotive display solution' based on its OLED display. The company did not say much more - it will be interesting to see what kind of display will SDC develop for Ferrari.

According to Business Korea, the US International Trade Commission (ITC) launched a investigation to check whether BOE infringes Samsung's OLED patents. This is a second step in Samsung's' efforts to ban BOE's AMOLED panels in the US, following a request to ban aftermarket AMOLED panels in the US.

This will be interesting to watch, especially as BOE aims to become a supplier for Apple's future iPhone displays.

In August 2022, Samsung Display announced that the company decided to build a 8-Gen (2200x2500 mm) production line, which will begin production in 2024. The company now updated that it will convert an existing LCD line in Asan, South Chungcheong province, Korea - and the total cost of the project is $3.1 billion. Samsung Display received government subsidy for this project. 

Samsung says that the new production line will enable it to more than double its AMOLED tablet panel production. The company acknowledges the drop in demand for displays in general, but the company expects that demand for premium mid-sized panels will keep increasing. 

Omdia says that small-size (under 9") AMOLED display shipments dropped 6% in 2022 to 762 million units, due to lower demand for smartphones.

Samsung remains the leading AMOLED maker, with a 56% market share (by unit), down from 61% in 2021, with BOE in the second plane (12%) and LG Display in the third place (11%). The next producers by shipments are Visionox and Everdisplay.

Samsung Display launched a new web site, called OLED Finder, in which you can choose your phone model to see whether it uses an OLED produced by Samsung Display.

This is a marketing play by SDC, that aims to establish the superiority of Samsung's own OLED panels, over competing panels made by LGD, BOE, Visionox, etc. The website does not include all phones though that use OLED displays - for example it does not include any of Apple's iPhones. 

Review web site Rtings.com has performed an extensive accelerated longevity test for over three months, testing the latest QD-OLED and WOLED TVs.y 

Rtings reports that both QD-OLED displays (Samsung S95B OLED and the Sony A95K) showed signs of image retention, and it seems in general that the QD-OLED displays suffer from worse problems compared to LG's WOLED. Some of Sony's WOLED TVs also showed signs of image retention.

In 2019, following tensions between Japan and Korea, Japan's government decided to restrict some material exports to South Korea, including fluorinated polyimide, resist and high-purity hydrogen fluoride, materials required for OLED production.

The relations between the two countries are warming up now, and a few days ago the Japanese government decided to lift those restrictions, and the sale of these materials to Korean companies are now possible.

Samsung Display started producing laptop OLED displays a while back, and now we are happy to offer one of these panels at the OLED Marketplace.

The display is a 15.6" 4K (3840x2160) laptop AMOLED, with an LVD interface. It is possible to add a touch layer.

According to reports from Korea, BOE is developing smartphone OLED displays  for Apple's iPhone 15 range, but it is facing technical hurdles.

Specifically, the iPhone 15 design has a camera (and FaceID sensors) punch-hole inside the OLED, and BOE's panel suffer from light leakage from the OLED into the camera hole area.

DSCC says that OLED panel revenues were $12.6 billion in Q4 2022, down 3% from Q4 2021. Shipments declined by 7% compared to last year.

For the full year 2022, revenues reached $41.7 billion, a 1% decrease from 2021. AMOLED for smartphones shipments (units) decreased by 1%, while OLED TV panel shipments decreased by 9%. Some OLED segments grew in 2022 - AR/RV, automotive, monitors, and tablets.