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Samsung Launches Z Flip 6 and Z Fold 6 – Modest Updates, Higher Prices

July 11, 2024

Samsung launched the sixth generation of its Flip and Fold foldable smartphones this week in Paris, France. The new foldables feature some small but needed improvements, incorporate AI functionality and are priced $100 higher than the Flip 5 and Fold 5 devices. However, if you order them on Samsung’s website, they will double the storage which wipes out the price increase. The Flip 6 will surely be the best selling foldable in 2024 and the Fold 6 will likely be vying with the Huawei Mate 5 for the #2 best-selling model. The specifications for the Fold 5, Flip 5, Fold 6 and Flip 6 are shown below. Let’s start with the displays.
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TV

LCD TV Panel Prices Starting to Decline in Q3

July 1, 2024

The rally in LCD TV panel prices which started in February peaked in May and June and panel prices are headed down as we start the third quarter. While the rally was far from dramatic, it represented a respite for TV panel makers who are challenged for profitability. Unlike many former transitions, we do not expect a rapid deterioration in panel prices but rather a soft decline, at least in Q3’24. This Q3 slump follows a short rally in Q1’24-Q2’24 which followed a short slump in Q4’24, and together these “mini-cycles” represent a period of unusual stability in panel prices, where they have been sustained within a narrow range.
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OLED

Apple’s OLED iPad Pro’s Undergo a Mix Shift

June 24, 2024

We continue to track Apple’s OLED iPad Pro panel procurement on a monthly basis through our supply chain contacts. Looking at the data, we were initially surprised when production started in February and March that the allocation between 11.1” and 13” heavily favored 13” with at least a 70% share. Our understanding for this was that SDC may have had some technical challenges managing crosstalk/light leakage in the tandem stack and SDC was the dominant 11.1” supplier. Looking at April and May, we saw that the gap closed quite a bit between 13” and 11.1” with 11.1” reaching nearly a 40% share in April and nearly a 50% share in May. It appears that SDC may have solved their technical challenges and, at the same time, LGD was added as a second supplier and started shipping higher volumes. Apple’s OLED iPad Pro Panel Procurement Mix
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Samsung Display Acquires Some of Orthogonal’s Patents for Undisclosed Sum, How It Differs with eLEAP and ViP

June 24, 2024

The Elec reported that Samsung Display has acquired five of US start-up Orthogonal’s patents, shown below, for FMM-less OLED manufacturing. The approach Orthogonal took is different than the approach that Japan Display, Visionox and Applied Materials have taken. The key difference is how the OLED material is protected once it is deposited and when the second half of the OLED stack is deposited.
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Ledger Starts Shipping First Product with Curved OTFT E Ink Display

June 10, 2024

After a two-year delay, Ledger is finally shipping Stax, a hardware wallet for cryptocurrencies. Stax was developed in collaboration with Tony Fadell, who famously designed the Apple iPod. The device is about the same size as a small wallet and features a curved E Ink display with an organic TFT backplane.
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TV

LCD TV Panel Prices Peaking in May/June and Headed Down in Q3

June 3, 2024

The rally in LCD TV panel prices which started in February has reached a plateau in May and June and is likely headed down in the third quarter. While the rally has been far from dramatic, it represents a respite for TV panel makers who are challenged for profitability. The short rally in Q1’24-Q2’24 follows a short slump in Q4’23, and together the latest “mini-cycle” represents a period of unusual stability in panel prices, where they have been sustained within a narrow range.
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TV

LCD TV Panel Prices Increasing in May

May 6, 2024

The rally in LCD TV panel prices which started in February is continuing in the second quarter, a favorable sign for panel makers. While the price increases are far from dramatic, they represent a respite for panel makers challenged for profitability.
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