Omdia forecasts fast growth in the adoption of COE technology for smartphone AMOLEDs, mainly foldable ones
Omdia says that Color-Filter on Encapsulation (COE) will grow to be the dominant technology in foldable OLED smartphone panels, and will replace the currently-used circular polarizers. COE adoption will grow at a 33% CAGR between 2024-2030, and by 2030 almost 90% of foldable smartphones will use COE technology, and almost 20% of all smartphone OLED panels.
The adoption of COE in OLEDs increases the panel effective brightness, which means that the display consumes less power compared to a polarizer OLED (same brightness) and also lasts longer. The color gamut is also improved. On the other hand, COE OLEDs suffer from higher reflectivity compared to polarizer OLEDs.