Samsung Display - Page 17

According to reports from Korea, Apple is designing a new foldable MacBook laptop, that will adopt a large 20.25 foldable OLED display. Apple is collaborating with Samsung or LG Display on this project, the report does not detail that.

The reports also suggest that Apple is looking into smaller foldable display - including a foldable iPhone and a foldable iPad Mini (10-inch when open) - but these projects aren't confirmed yet.

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.

Universal Display announced that it has signed long-term OLED material supply and license agreements with Samsung Display. 

These new agreements mean that UDC will continue and supply its PHOLED OLED emitter materials to Samsung Display. The agreements are scheduled to run through December 31, 2027, and may be extended for an additional two-year period. Financial terms of the agreements have not been disclosed.

MSI unveiled an upcoming monitor, a QD-OLED super ultra-wide curved display, that will offer a 240Hz herz. MSI did not disclose anything else - beyond saying that the current name is Project 491C.

This is the first time we publicly hear of a 240Hz QD-OLED display. Samsung currently produces a single monitor QD-OLED panel, a 34-inch curved 175Hz 3440x1440 display.

According to reports, Kateeva started to ship quantum dots inkjet printing equipment to Samsung Display, for the production of QD-OLED panels. It appears as if Samsung is interested in producing 8K QD-OLEDs, and its current inkjet printing supplier, Semes, is not ready with printers that support 8K QD deposition.

Kateeva announced that it has designed a new system, called the YIELDjet Jarvis, that supports 8.5-Gen substrates and can indeed enable 8K TV deposition. Kateeva says that the Jarvis system has the ability to print using solvent-based RGB inks or nanoparticle inks with its proprietary ink recirculation system to ensure uniform particle distribution.

The following is a sponsored post by ISORG

ISORG is a French company based in Grenoble and Limoges in France, and the world centre of excellence for OPD technology (Organic Photo Diode). With more than 85 patents, ISORG is a technology rich company focused on three main market opportunities: (i) Smartphone fingerprint sensing, (ii) Security applications such as identification and border-crossing markets and (iii) SWIR and NIR CMOS imaging markets for automotive, AR-VR and smartphone applications. It has Gen 2 and Gen 3.5 factory capacity in France and a set of partnerships with leading companies in sensing and authentication. More can be found on ISORG here. In May 2022, CEO Dieter May left the helm of OSRAM Opto Semiconductors to join ISORG.

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Display industry consultant Ian Hendy has interviewed ISORG's CEO Dieter May.

Reports from Korea suggest that Meta (Facebook) is in talks with both Samsung Display and LG Display, regarding the supply of OLED microdisplays and microLED microdisplays for its future AR and VR glasses.

According to the reports, dozens of executives from Meta have met with executives from LG Display and Samsung Display, and the discussions are still ongoing. According to other reports, Meta plans to use OLED displays in its upcoming VR glasses, and MicroLEDs in AR glasses that will hit the market at around 2026.

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).

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.

UBI Research estimates hat shipments of OLED panels for IT applications (tablets, monitors and laptops) will reach 48.8 million units by 2027, growing from around 9.5 million units in 2022 (a CAGR of 39%).

In 2022-2024, the main application for OLED panels is in laptops, but this will change from 2025 and onwards as tablets will also become a dominant applications (as Apple will start adoping OLEDs in its high-end iPads).

Samsung Electronics reported its financial results for Q3 2022, with its highest quarterly revenue ever (76.78 trillion Won, or $54 billion USD) and an operating profit of 10.85 trillion won ($7.7 billion USD), down 23% from the previous quarter.

Samsung Display saw record revenues (9.39 trillion Won) as demand increased for its OLED mobile panel business following the release of new flagship smartphones. The company expects to see continued strong demand for premium OLED displays.