OLED laptop - Page 9

Omdia says that demand for AMOLED displays increased 52% from 2020, to reach 14.2 million square meters. The main drivers of this growth were higher OLED TV and smartphones sales.

Omdia expects the OLED market to continue its strong growth, even though growth will be slower in the future. The demand for AMOLED display area will grow by CAGR of 11.6% from 2021 to 2028, to reach 30.7 million square meters.

DSCC has released its latest OLED market forecast, and the company forecasts a 8% CAGR revenue growth, with the market reaching $64 billion in revenue in 2026. The growth will be fueled by high demand for laptop, monitor and tablet displays. The smartphone and OLED TV market will also continue to grow.

DSCC sees a 31% CAGR shipment growth for laptop displays, to reach around $2.4 billion in 2026, and a 95% CAGR unit growth for monitor OLED displays, which will reach $1.3 billion in 2026 (up from $200 million in 2022). This is fast growth for monitor OLED displays, but slower than DSCC previously estimated, due to competition for miniLEDs, rigid OLED capacity that will be used for laptops and tablets and lower demand to mirroring display monitors.

Market research firm Omdia estimates that 5.58 million OLED laptop displays shipped in 2021, up 389% from 2020. The leading producer is Samsung Display with a 84% market share, followed by LG Display (10%) and BOE (5%).

Omdia estimates that in five years, OLED penetration into the laptop display market could exceed 10%. The total laptop display market in 2021 amounted to 280.85 million panels.

Sigmaintell says that in 2021, Asus shipped 36% of all OLED laptops, and is the market leader. Asus is followed by Samsung (20%), Lenovo (16%), HP (10%), Xiaomi (8%) and Dell (8%).

In 2021, 5.3 million OLED laptops will ship (representing around 2% of the total laptop market). The main producer of these OLED panels is Samsung Display - who produces almost all laptop OLED panels. In 2020 SDC produced 800,000 units, and so shipments grew almost 7X in one year.

DSCC posted an interesting article, comparing the production costs of OLED vs mini-LED panels for IT. DSCC estimates that for tablets and notebooks, a tandem structure will be used, and the panels will be based on rigid substrates.

In the chart above you see a production cost comparison, between 2021 and 2025, for 12.9" panels. DSCC looks at two OLED production options: a tandem OLED panel with an LTPO backplane produced in a 6-Gen fab, and a similar panel that uses an Oxide-TFT backplane and produced in a larger 8.5-Gen fab. As you can see, OLED panels are more cost effective, and will remain so throughout the forecast period.

Samsung Electronics reported its financial results for Q3 2021, with record quarterly sales ($63 billion USD) and an increase of 31% in net profits (to $10.5 billion).

The strong performance was mostly thanks to Samsung's chip business and the weak Korean won. Samsung's display business also enjoyed a good quarter, with strong sales of small and medium-sized OLED panels. Samsung's large-area LCD business, though, posted losses as prices of LCD panels declined.

DSCC released its later OLED market forecasts, which now includes 2026. DSCC sees the rate of OLED market growth decelerating, with revenues reaching just over $60 billion in 2026.

Most of the growth in the next 5 years, according to DSCC, will come from new IT applications: OLED displays for monitors, laptops and tablets.

UBI Research estimates that sales of 10" and larger OLEDs (used in tablets, laptops, monitors - and also TVs) reached $2.95 billion in the first half of 2021, up from $1.22 billion a year before. Shipments reached 10.29 million units.

In the first half of 2021, 3.4 million OLED TV panels were shipped. The rest of the units (6.89 million) were of displays used in laptops and tablets, mostly.

In early 2021 Samsung Display announced it will start to produce 90Hz OLED laptop displays. Today the company said it started shipping 14" 90Hz AMOLED displays for its first customer, Asustek, which will use the panel in its upcoming 14-inch laptop - which will ship soon, starting at $1,199.

In the last couple of years, we have seen increased adoption of AMOLED displays in laptops. Earlier this year Samsung stated that it will release 10 new OLED displays for laptops in 2021, and reports suggested that the company is looking into building a dedicated 6-Gen production line for laptop AMOLEDs - or even a 8.5-Gen one.

Korea-based OLUM Material announced that it is starting to develop fine metal masks (FMM) for 8.5-Gen (2200x2500 mm) OLED production. Current FMM technologies are limited to 6-Gen substrates (1500x1850 mm).

As demand for larger mobile OLED displays, for laptops, tablets and monitors is on the rise, OLED makers aim to start making these panels on larger substrates. Samsung Display is considering, according to reports, a 8.5-Gen AMOLED fab dedicated for laptop and IT displays.