Samsung Display - Page 16

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).

Samsung Display is showing a new OLED smartphone display, that achieves a brightness of 2,000 nits and an improved dynamic range. Samsung brands this as a UDR 2000 display.

The new OLED display was verified by UL (Underwriter Laboratories), an independent testing and validation firm, for the UDR 2000 certification. Samsung's AMOLED have already achieved 2,000 nits (for example in the iPhone 14 Pro screen), but this new display offers a higher dynamic range.

Update: TCL says it issued that statement by mistake, and it has no current plans to ship a QD-OLED TV in 2023

TCL announced that it is set to launch its first QD-OLED TV in the coming months. If all goes according to plan, TCL will be the third company (following Samsung and Sony) to offer QD-OLED TVs.

That's the only information we have so far. The TV will likely be offered in 55-inch, 65-inch and/or 77-inch sizes (the available QD-OLED panels today) with a 4K resolution and a refresh rate of 144Hz. That's the current QD-OLED standard.

As was reported two days ago, Samsung is showing a new AMOLED display at CES 2023, that is both foldable and rollable.

The so-called Flex Hybrid OLED opens up from 8-inch when closed, to 10.5" when opened - and 12.4" when fully rolled up.

Samsung announced that it is set to start producing several new QD-OLED panels and products in 2023. In addition to the current 34-inch, 55-inch and 65-inch panels, it will also offer a 49-inch 240Hz ultra-wide 5120x1440 QD-OLED for gaming monitors, and a 77-inch TV panel.

Samsung will adopt the new 49-inch ultra-wide QD-OLED panel in its upcoming Odyssey OLED G9 monitor. We already knew Samsung has finished developing this panel back in November when MSI unveiled their own QD-OLED monitor project. The 77-inch panel was also unveiled before.

According to a report from Korea, Samsung Display will unveil a new display at CES 2023, which is both foldable and slidable. The display is 8-inch in size when folded, opens up to a 10" display when unfolded, and then can be slided further to 12.4".

The display will be shown in a private booth, which will not be open to the public. It is likely that this display is still at an early stage of development, as there are many challenges such as durability and quality that Samsung will need to overcome. The report suggests, though, that Samsung is ready to soon commercialize such a panel.

In the past year or so, much have been said about Samsung's plans to build a 8-Gen OLED IT production line, as the company wants to expand its capacity for monitors, laptops and tablet OLED displays.

Samsung plan for a full-cut 8-Gen line

As this is the first such production line, SDC had two ongoing R&D projects: one with Ulvac, that used full-cut vertical OLED deposition, and another with Canon Tokki, that used half-cut horizontal deposition. According to the latest reports from Korea, SDC decided to prioritize the Canon Tokki half-cut project, as the technology is more mature and is more likely to finish as per Apple's roadmap.

Earlier in 2022, Samsung Display confirmed it is developing OLED microdisplays. Samsung admitted it is still at an early stage of development, and it said it will start building its first line (with likely limited capacity) in 2023. By 2024 it will mass produce displays, and in 2025 it will expand capacity so that by 2026 it will achieve full commercialization.

Today we hear new reports from Korea that shed some more light on Samsung's OLED microdisplay fab status. The company has started to order equipment (from SFA Engineering and AP Systems, it seems) for a 300 mm pilot line that will be located at Samsung's existing A2 fab in Asan, Korea.

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 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.