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According to the ‘2024 Mid-Large OLED Display Annual Report’ recently published by UBI Research, shipments of OLED panels for tablet PCs are expected to grow from 12 million units in 2024 to 28.4 million units in 2028, with an average annual growth rate of 24.1%.
According to the ‘IT OLED Technology and Industry Trend Analysis Report’ recently published by UBI Research, OLED shipments for tablet PCs, notebooks, and monitors are expected to reach 31 million units in 2027 with an average annual growth rate of 41%.
Samsung Display and LG Display are investing in the 8.6th generation IT line with high added value to compensate for the decrease in sales due to the Chinese panel makers’ flexible OLED low-cost offensive and LCD withdrawal.
At the ‘2023 OLED & Micro Display Analyst Seminar’ held at the Federation of Korean Industries in Yeouido on the 5th, Choong Hoon YI, CEO of UBI Research, gave a presentation on ‘IT OLED industry trends and market prospects’.
It was found that BOE is considering investing in the golden line of modules for Apple’s iPhone at the B11 Mianyang plant. The module golden line invested this time is a line for iPhone certification evaluation, and the investment is expected to be confirmed in early 2023.
LG Display will supply only two panels of the LTPO model among the iPhone 15 series to be released in 2023.
In this video, Apple’s OLED product roadmap, a company that accompanies innovation, was covered. OLEDs for Apple products are supplied by Samsung Display and LG Display. Apple’s presence in the display industry is great. The image of Apple’s foldable laptop that UBI Research predicts is shown in the video. What other innovative products is Apple preparing?
It seems that BOE has started line operations for iPhone 13. Back in March, most of the iPhone 13 shipments were canceled due to an issue with Apple. BOE will now resume production. With this new development, BOE’s forecast for iPhone 13 production this year is expected to increase after being adjusted down in March.
Chinese panel makers such as Visionox and BOE are expected to face losses due to cost pressures. The operation rate of Visionox was analyzed to be high. This is because Visionox is exclusively producing 70-80% of Honor, a large Chinese smartphone manufacturer.
Samsung Display, LG Display, and BOE are expected to supply panels to Apple’s new iPhone 14 series in 2022. It is expected that Samsung Display will supply panels to all models in addition to iPhone 13 series. LG Display will supply 6.12-inch LTPS models and 6.69-inch LTPO models. BOE will supply panels only to 6.12-inch LTPS models.
At UBI Research’s ‘2022 OLED Korea Conference’ held from April 6th to 8th, Yasuo Nakane, senior analyst at Mizuho Securities, presented ‘Consumer Electronics/Flat Panel Display Industry What is the Outlook for Turbulent 2022?’ .
According to the ‘China Trend Report for the 1st week of December’ published by UBI Research recently, Among Chinese companies, BOE maintained the No. 1 position with an overwhelming share in OLED panel shipments for smartphones in October.
Apple’s new iPhone 12 will be consisted of 4 models, and all 4 models are expected to adopt OLED. The general lineup of the iPhone 12 is the 5.4 inch iPhone 12 and the 6.1 inch iPhone 12 Max, and the pro lineup is the 6.1 inch iPhone Pro and the 6.7 inch iPhone Pro Max.
The iPhone SE, the last product of the LCD smartphone that Apple has opened to the smartphone market, has been released.
Apple’s 2019 model iPhone 11 had three models, the base model iPhone 11 used a 6.06inch LCD, and the advanced specifications iPhone 11 Pro and Pro Max used 5.85 inch and 6.46inch flexible OLED, respectively.
The impact of China’s corona virus is expected to reduce iPhone production by 50% year-on-year.
Foxconn’s iPhone plants are located in Zhangzhou and Shenzhen, China, where 90% of the iPhone is manufactured.
Apple released its Apple Watch Series 4 with enhanced healthcare features on a larger screen than before, in the Steve Jobs Theater at Apple Park in California, USA on September 12.
“If foldable Smartphone is launched and commercialized in earnest, the high-priced tablet PC market is likely to disappear.”
Choong-hoon Yi, president of UBI Research, said in ‘the Latest OLED Technology Trends Seminar’ held at COEX in Seoul on the 26th April, 2018.
The Chinese companies’ volume offensive raised concerns that the OLED industry, following liquid crystal displays, could face oversupply problems. Analysts say that while South Korean display manufacturers’ performance in the first quarter has deteriorated due to a sharp drop in prices of LCD panels, even OLEDs, which are seen as new growth engines, could be on the verge of oversupply in the near future.
With the joining of Apple in the growing OLED market this year which is manufactured by Samsung Display and applied in Samsung Electronics’ Galaxy, the OLED parts & materials market is increasingly developing.
The component and material necessary for manufacturing OLED include not only board but also TFT, OLED, encapsulation, touch screen, cover window, and drive IC.
Choong Hoon Yi, president of UBI Research made a keynote speech with a theme “The Future of OLED” at ‘The 3rd OLED Korea Conference’ hosted by UBI Research for two days from March 8 to 9.
According to the “2017 OLED Display Annual Report” published by Ubi Research, it looks ahead to build about US$ 57,000 million market in 2020 of AMOLED panel for smartphones, and among this, it is expected to take about 72% by Samsung Display.
Samsung Display’s Smart phone AMOLED panels are expected to surpass 100 million units. According to UBI Research, the shipment of Samsung Display’s OLED panel for smartphone in Q4 2016 was 98 million units, an increase of 6% from the previous quarter and 15% from the same time last year. UBI Research announced “A3line invested in […]
Lee Woo-keun, a senior researcher at LG Economic Research Institute, predicted that the year 2017 will be an important year to be able to emphasize the innovation of OLED to consumers,
Full-screen display smartphone is expected to be launched soon. According to the recent report ‘Key Issue and The Market Analysis for Foldable OLED – Flexible OLED Annual Report’ by UBI RESEARCH, a market survey company,
The Apple Watch Series 2 has been officially unveil with iPhone 7 and iPhone 7 so it is expected that the battle between Samsung Gear S3 and the Apple Watch Series 2 can not be avoided even if the official release day of Samsung Gear S3 is undecided.
During the Industrial Forum held in ICC Jeju of South Korea, Lee gave a presentation titled ‘Introduction of Display Technology for VR/AR’, and mentioned concern from some sectors that the VR∙AR market will walk the same path as the 3D TV market.
AMOLED manufacturing equipment market for Apple’s use for 5 years, 2016-2020, is expected to reach USD 13,000 million.
According to 2016 OLED Manufacturing Equipment Annual Report, published on 7 July by UBI Research, the global Gen6 flexible AMOLED manufacturing equipment market is expected to record USD 28,411 million in 2016-2020.
Apple announced the opening of a new office in Hyderabad that will focus on development of Maps for Apple products. This investment will accelerate Maps development and create up to 4,000 jobs.
A forecast that Apple will apply more OLED than Samsung Electronics from 2021 has been suggested.
On 13 May, UBI Research hosted OLED Investment Analysis Seminar titled The Effects that Apple will have on Display Industry in Seoul, Korea. At this event, UBI Research’s Choong Hoon Yi estimated future flexible OLED smartphone market share.
With the trend of smartwatch market’s below expectation growth, some believe that this year’s Apple Watch shipment volume will decrease by 25% or more compared to last year.
Apple announced that it will hold its 27th annual Worldwide Developers Conference (WWDC), hosting the creative talent behind the world’s most innovative apps, from June 13 through 17 in San Francisco. At WWDC, Apple’s developer community comes together from all corners of the globe to learn about the future of Apple’s four software platforms — iOS, OS X, watchOS and tvOS.
On 14 April, one Korean media reported that Samsung Display agreed to supply OLED for Apple’s iPhone, and the forecast that Samsung Display OLED will be used for iPhone 7S (TBA) to be released in 2017 is gaining traction.
Foxconn is expected to occupy approximately 22% of 2016 Q4 global large size panel yield, similar to the levels of Samsung Display and LG Display.
This year, Korea is expected to secure overwhelming leadership position within the global AMOLED panel market with 95% market share.
Reviewing 2015 OLED Industry through Key Words
BOE is intending to carry out a large amount of investment in order to operate Gen10.5 LCD line from 2018. Meanwhile, key set makers including Apple, Samsung Electronics, LG Electronics, and Panasonic are devising strategy to move from LCD to OLED for smartphone and premium TV displays. As such, it is becoming more likely for the LCD industry to be in slump from 2018.
At 2015 OLED Evaluation Seminar (December 4) hosted by UBI Research, UBI Research’s president Choong Hoon Yi gave a talk titled AMOLED Panel Industry Trend and Market Forecast discussing OLED industry until 2015 and forecasting 2016 OLED market.
Samsung Electronics, the current global leader of smartphone market share, challenged Apple to dominate smartwatch market with Galaxy Gear 2 armed with latest functions.
The exterior of Gear 2 changed to round type. Previous Gear copied rectangular fashion watch, but Gear 2 returned to the classic design.
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