OLED Smartphone Panel Outlook by Supplier and Bran
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Posted On: 04/02/2017 8:25:11 PM
Re: Puravida19 #5799
OLED Smartphone Panel Outlook by Supplier and Brand
http://www.displaysupplychain.com/blog (free subscription on right of page)
Quotes are from the blog.
This current article summarizes and projects the OLED and LCD
smartphone market for 5 years. It expects OLED to be the main
screen type due to a number of factors.
It says that demand for OLED is high and supply is tight. Samsung
dominates and has made it hard on other manufacturers to build
capacity by buying up manufacturing equipment. IMO, LCD
manufacturers who can't compete with OLED and whose LCD
screens will keep losing share, must look to new technology.
Figure 1 shows roughly 1.4 Billion total smartphones in 2016 with only a
small increase in 2017.
" In 2017, OLED smartphone panel shipments are expected to grow 42% to 525M. Samsung is expected to consume 55% of smartphone panel shipments in 2017 or 290M as shown in Figure 3. Apple is expected to consume 75M or 14% of OLED smartphone panel shipments followed by Oppo at 63M and a 13% share and Vivo at 55M and a 10% share.
"We expect Apple to quickly ramp to 100% OLED, following Samsung, which will limit the number of OLED panels available for other brands as the OLED smartphone market climbs to over 1.2B units in 2021 as shown in Figure 5.
" it appears likely that Apple will only be able to source OLEDs from 2 suppliers until 2020 when BOE’s capacity jumps to 5% or 70M panels and nearly doubling to 135M panels in 2020."
This sounds like a great opportunity for AMQLED, which has many of the advantages of OLED at a lower cost. How different is a QD LCD TV from a QD LED smartphone screen? How fast can it be developed and ramped up?
Note - my opinion is speculation. Do your own due diligence before investing.
http://www.displaysupplychain.com/blog (free subscription on right of page)
Quotes are from the blog.
This current article summarizes and projects the OLED and LCD
smartphone market for 5 years. It expects OLED to be the main
screen type due to a number of factors.
It says that demand for OLED is high and supply is tight. Samsung
dominates and has made it hard on other manufacturers to build
capacity by buying up manufacturing equipment. IMO, LCD
manufacturers who can't compete with OLED and whose LCD
screens will keep losing share, must look to new technology.
Figure 1 shows roughly 1.4 Billion total smartphones in 2016 with only a
small increase in 2017.
" In 2017, OLED smartphone panel shipments are expected to grow 42% to 525M. Samsung is expected to consume 55% of smartphone panel shipments in 2017 or 290M as shown in Figure 3. Apple is expected to consume 75M or 14% of OLED smartphone panel shipments followed by Oppo at 63M and a 13% share and Vivo at 55M and a 10% share.
"We expect Apple to quickly ramp to 100% OLED, following Samsung, which will limit the number of OLED panels available for other brands as the OLED smartphone market climbs to over 1.2B units in 2021 as shown in Figure 5.
" it appears likely that Apple will only be able to source OLEDs from 2 suppliers until 2020 when BOE’s capacity jumps to 5% or 70M panels and nearly doubling to 135M panels in 2020."
This sounds like a great opportunity for AMQLED, which has many of the advantages of OLED at a lower cost. How different is a QD LCD TV from a QD LED smartphone screen? How fast can it be developed and ramped up?
Note - my opinion is speculation. Do your own due diligence before investing.
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