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OLED

DSCC Releases Latest OLED Forecast

March 19, 2018

DSCC released the forecast slides for the Q1’18 issue of its Quarterly OLED Shipment and Fab Utilization Report last week. Given the lower than expected iPhone X shipments, reduced fab utilization at Samsung and related fab delays, we have lowered our outlook for 2018 by 22% and now expect 30% growth to $30.3B as shown in Figure 1. From 2017 to 2022, we now expect 23% CAGR instead of 27% CAGR with the 2022 market reaching $64.3B instead of $79.6B. It is still a rapidly growing market as most consumers prefer OLEDs and OLED capacity is still growing rapidly. It is just growing slower than previously expected.
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OLED

OLED Fab Delays

March 6, 2018

With flexible OLEDs struggling in the market despite being named the best smartphone displays ever made, we are starting to see some fab delays which will be quantified in terms of equipment spending in our upcoming Quarterly Display Capex and Equipment Service update.
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Mobile

Samsung Introduces S9 - Highest Screen to Body Ratio and a Lower Price

February 27, 2018

Samsung formally introduced the Galaxy S9 and S9+ on Sunday February 25th during the opening of 2018 Mobile World Congress and the Closing Ceremonies of the 2018 Winter Olympics. As shown in Figure 1, relative to the iPhone X it features higher resolution, a higher screen to body ratio, lighter weight despite a larger battery and a significantly lower price. Hardware differences between the S9 and S8 appear to be limited to the S9 being slightly shorter and thicker and heavier than the S8. Relative to the 8+, the S9+ appears to have a slightly higher screen to body ratio of 84.2”, a second 12MP camera and is slightly shorter, wider, thicker and heavier. It is also $10 cheaper.
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OLED

Will Samsung Return to OLED TV?

February 26, 2018

Several reports this week indicated that Samsung may be contemplating a new effort to make OLED TV, but a statement late in the week seemed to dispel these rumors, at least for now. The world’s biggest TV maker will continue to push for innovative technologies in TV displays, and since Samsung is the dominant player in OLED displays for phones, rumors about their participation in OLED TVs are about as common as Russian athletes doping at the Olympics.
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Foldable

Do Flexible OLEDs Have a Differentiation Problem?

February 19, 2018

I recently gave a talk at the 2018 Flex Conference where I discussed the current utilization challenges faced by Samsung’s flexible OLED fab. Of course, many of these challenges have been caused by the introduction of full-active or bezel-less LTPS LCDs. Until full-active LCDs were introduced, it was easy to tell which smartphones were flexible OLEDs. They were the ones without a bezel.
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Mobile

Are OLED Phones Worth the Premium?

January 3, 2018

Perhaps the most important development in the display industry in the last few years was the decision made by Apple to shift to OLED displays for its flagship iPhone. That decision, made in the first quarter of 2016, set off a chain of expansions in OLED capacity that has driven the display equipment industry to new heights, and sorted the display industry into ‘haves’ and ‘have-nots’ depending on each company’s OLED capabilities. Now that Apple has released its iPhone X at a substantial price premium, we’ve seen and heard a few signs that suggest that Apple might be asking for too much, so it’s worth considering: is the OLED display worth the price?
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Display Technology

Is QDOG the Future of LCD TV?

December 4, 2017

DSCC has learned that the product plans of TV makers and display makers are working at making a combination of two intriguing technologies to improve LCD TV: Quantum Dots and Glass Light Guide Plates (LGP).
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