Samsung Display - Page 19

DSCC says that in Q2 2022, OLED panel revenues increased 12% compared to Q2 2021, while shipment units declined 3%. Fewer OLEDs were shipped, but revenues increased as we've seen an increased growth in high value panels (gaming, monitors, laptops, automotive, etc) and also an improved form factor adoption in smartphones.

In Q2 2022, smartphones remained the largest OLED application with a 76% unit and revenue share. OLED smartwatches had a 16% unit share (and a 6% revenue share), and OLED TVs had a 11% revenue share (up from 8% in Q1 2022).

Last week Seoul hosted the K-Display 2022 exhibition, Korea's largest display industry event, and both Samsung and LG demonstrated their latest display innovations.

In the video above, you can see LG's 97" OLED.EX CSO panel and its 55" transparent OLED panels. Samsung was showing its latest foldable OLED panels (that can be folded twice) and its QD-OLED panels.

Samsung announced two new foldable phones, and new wearable devices. First up is the Galaxy Z Fold4 which sports a 7.6" foldable 120Hz 1200 nits 1812x2176 Dynamic AMOLED and a 6.2" 120Hz 904x2316 AMOLED 2X cover display.

The Galaxy Z Flip4, the company's clamshell device,features a 6.7-inch 120Hz 1200nits 1080x2640 foldable Dynamic AMOLED 2X display and a small secondary 1.9" 260x512 Super AMOLED display. Both phones will ship on August 25, starting at $2,000 for the Fold4 and $1200 for the Flip4.

Esteemed US-based A/V retailer Value Electronics conducted its latest annual TV shootout, with very interesting results. It is not a big surprise, but OLED TV won the first places in both the 4K and 8K shootout.

In the 4K category, VE tested five TVs, out of which 3 were OLED TVs: The LG G2 OLED TV, Samsung S95B QD-OLED, Samsung QN95B (QD miniLED), Sony A95K QD-OLED and Sony's X95K mini-LED. The winner of this year's shootout was Sony's A95K QD-OLED.

TechRadar posted an interesting article that reviews Samsung's latest miniLED TV (QN85B Neo QLED, to be exact) and compares it with LG's OLED TVs.

The miniLED TV is excellent with high brightness, excellent color performance and a very good design. But at the end of the day, the image quality is not as good as the quality you get from an OLED TV, especially as the display suffers from blooming/haloing and non-consistent black scene performance.

Samsung Display has developed a new technology that enables multiple refresh rates in AMOLED displays. The idea is that one can create several zones in the display, each with its own refresh rate.

Driving at low refresh rates helps reduce the power consumption of the display and the new technology will be useful in scenarios in which a part of the screen needs high refresh rates (like video content embedded inside a web page).

Samsung Electronics says that it expects its sales of foldable OLED devices to increase, and even exceed its annual historic Note series sales (which is now discontinued). The company is set to start offering foldable displays in mainstream devices.

According to IDC, Samsung shipped around 190 million Note devices in total. So far, Samsung sold just over 10 million foldable phones, since launching the original Galaxy Fold in 2019. But if we look at specific phones, the gap is not so big: The last Note device, the Note 20, sold around 12 million units. The Note 10 sold around 14 million units. According to estimates, Samsung shipped around 8 million Galaxy Z Flip 3 and Galaxy Z Fold 3.

Samsung Electronics reported its financial results for Q2 2022, with record second-quarter revenues of 77.2 trillion Won ($59 billion USD).

Samsung Display reported record second-quarter revenue and operating profit for mobile displays driven by solid demand from major customers. Samsung specifically mentions the growth in its laptop OLED business. Performance in the large panel business was weaker due to initial ramp-up costs of Samsung's QD-OLED displays, and a decline in LCD prices.

LG Display's CFO, Mr. Kim Sung-hyun, said that the negotiations with Samsung Electronics towards a WOLED panel supply deal, has been halted. The companies made some progress over the past few months, but they haven't been able to reach an agreement.

Earlier this year it was reported that the two companies finally agreed on panel prices, but that report may have been incorrect. According to analysts, the two companies still may resume the talks in the near future.

There's a new report that suggests that Samsung Electronics is looking into adopting OLED displays made by BOE for its Galaxy Watch 6 smartwatch (which will be released in 2023).

The same report also suggests that Samsung Electronics is looking into adopting BOE OLEDs in premium smartphones.