Corona 19 and Huawei’s US sanctions negatively affected the OLED market for smartphones, but it was a plus with Apple’s strong sales of iphone 12.
Samsung Display completed the Y-OCTA renovation of the Apple line in 2020, and the LTPO TFT secured a 30K scale. By the first half of 2021, the company plans to convert the LTPS line from Apple’s line to the LTPO TFT line.
The foldable phones released by Samsung Electronics in 2020 are the Galaxy Z Flip released in February and the Galaxy Z Fold 2 released in September, both in-folding and using UTG (ultra thin glass). Galaxy Z Fold 2 is a product to which LTPO TFT technology is applied.
BOE failed several times without exceeding the approval process in Apple’s iPhone12 quality test, but received final approval for panel supply at the end of December 2020. BOE’s new line, B12, is an Apple module line that starts bringing in equipment from December 2020, and is aiming for mass production in November 2021.
According to the annual small OLED display report published by UBI Research, small OLED shipments in 2020 increased by 3.4% compared to 2019, but sales decreased by 2.8%. The increase in shipments is due to the increase in OLED for watches, and the decrease in sales is due to the decrease in OLEDs for smartphones.
In 2020, the total sales of OLED for smartphones was 26.7 billion dollars, of which Samsung Display accounted for 78.8% with 21 billion dollars. LG Display has sales of $2.8 billion and a market share of 10.5%. Samsung Display accounted for 91.7% with 2.35 million dollars in 2019. Smartphone sales in 2020 decreased by 6.68 million units compared to 2019.