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Small OLED performance and forecast in the first quarter of 2021

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UBI Research has published a market track on the market performance of small OLED under 10 inches. The main application products are foldable phones, smartphones, and watches.

According to UBI Research’s small OLED market track, OLED shipments for smartphones (including foldable phones) in the first quarter were 140 million units, a decrease of 13.5% compared to the previous quarter (QoQ), but increase of 32.4% compared to the same quarter of the previous year (YoY).

In the first quarter of 2020, OLED shipments also decreased due to a decrease in smartphone sales due to the coronavirus outbreak.

The reason for the 13.5% decrease compared to the fourth quarter of 2020 is that shipments surged in the fourth quarter of last year due to iPhone launches and strong sales.

In terms of sales by company, Samsung Display and LG Display account for 79.0% and 11.3%, respectively, and Korean OLED dominate the market with 90.3%.

What is the Biggest Issue in the Display Industry in 2019?

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In 2019, 8K OLED TVs and foldable smartphone will be on sale, bring new vitality to the OLED industry. OLED makers are leading the market with high-value-added products in order to maintain the display industry, which is collapsing due to low-cost LCDs pouring from the Gen10.5 line of Chinese panel makers.

Samsung Display is developing QD-OLED panels for the rapidly growing OLED TV market, and LG Display is spurring the development of foldable OLEDs for high-end smartphone market.

TCL and JOLED, which are relatively slower than Samsung and LG, are pioneering the soluble OLED market in response to the large-size OLED TV market.

The 2019 OLED KOREA will be held at the Novotel Hotel in Seoul from March 6 to 7 to enable you to understand the evolving OLED industry and technological development. The 2019 OLED KOREA, which includes Samsung and LG as well as the OLED industry, will provide insights into how and where the OLED industry will go in 2019.

Who Will Get The First Full-Screen Display Smartphone Title, Samsung Or Apple?

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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, left-right bezel-less flexible OLED dominate the smartphone market, and later full-screen display with minimized or without both left-right and up-down bezel will appear in 2017, thereby leading the future market.

<Smartphone Display Development Trend Outlook>(Source: UBI RESEARCH)

The more specific circumstances were caught. Apple Insider announced that Apple recently applied for a design patent(US20150303244A1) of electronic devices with display-integrated light sensors, quoting the USPTO’s announcement on October 11(Local Time).

<Design Drawing 1 of Apple’s Patent-Pending Electronic Devices with Display-Integrated Light Sensors>

Apple used the examples of the placement of Ambient Light Sensor or Proximity Sensor around the side of display, and of the protection of display and sensor circuit by glass or plastic transparent encapsulation layer. Apple Insider expects that this design will be able to reduce unnecessary space and make full-screen display possible.

<Design Drawing 2 of Apple’s Patent-Pending Electronic Devices with Display-Integrated Light Sensors>

At the 2016 IMID Business Forum at COEX in Samseong-dong on October 26, Samsung Display chief expert, Park Won-sang announced display trend about screen size, which boosted confidence. Chief expert, Park Won-sang said that “Display size compared to set size is very important due to the characteristic of mobile phones with a size limit. The display area(hereinafter “D.A”) of edge display was 80%, full-screen mobile phone D.A was larger than 90%, and this is one of the major trends that will lead the market”. The techniques including an all-in-one glass fingerprint recognition module and an ultrasonic fingerprint recognition module have not been mentioned yet, but an entirely innovative full-screen smartphone will be introduced by removing left-right bezel as well going beyond the left-right bezel-less type of Note 7.

<Samsung Display’s Presentation, 2016 IMID Business Forum>

LG also applied a patent of full-screen display. According to Patently Mobile’s report on June 2015, not physical but virtual button and App icon were applied. But, design itself cannot exactly show materials and interior parts except appearance, and it is now uncertain whether it will be developed or not as there is no further news after the patent application.

<LG Electronics Granted Home-Buttonless Smartphone using Flexible Display>>(Source : Patently Apple)

Likewise, many smartphone companies are actively reviewing the introduction of full-screen display because it might allow customers to experience the biggest change in addition to the product’s immersive nature. Besides, there are recently some opinions that with the expanding VR market, OLED display without a latency issue and wider display area are necessary to be applied to HMD(Head Mounted Display) attached with a mobile phone.
Meanwhile, ‘Key issue and Market Analysis for Foldable OLED’ Report by UBI RESEARCH forecasted that full screen AMOLED panel will be firstly launched in 2017, accounting for 60% of the total flexible AMOLED panel market and going beyond the bezel-less type of flexible AMOLED panel market.

Meanwhile, ‘Key issue and Market Analysis for Foldable OLED’ Report by UBI RESEARCH forecasted that full screen AMOLED panel will be firstly launched in 2017, accounting for 60% of the total flexible AMOLED panel market and going beyond the bezel-less type of flexible AMOLED panel market.

<Definition by Flexible OLED Type and Market Share Outlook >(Source: UBI RESEARCH)

Next to Bezel-less is full-screen, Prospect of 60% market share of full-screen OLED panel in 2020.

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Smartphone displays have been diversifying as the hard wares and soft wares in smartphone have been improving. Samsung edge series have successfully entered the flexible OLED smartphone market and other smartphone companies now are manufacturing flexible OLED based products. Furthermore we are expecting a big change in the display market as Apple may release its new iPhone models with OLED in 2017.

According to a recent study “Key Issue and The Market Analysis for Foldable OLED” from UBI research, it is expected that bezel-less type of flexible OLED, which is an upgraded model of dual edge display, will lead the market until 2017 and then there will be new smartphones with various forms of displays as new types of flexible OLED like full-screen, foldable, rollable displays will be launched after.

Also, they expected that full screen displays will be invented by reducing the size of the top and bottom bezels as well as sides bezels and they will be leading the market afterwards.

Moreover, according to the report, they analyzed that the full-screen OLED panels will be at around 17% market share of total flexible AMOLED panel market in 2017 and it will reach around 60% while it will surpass the market share of bezel-less typed panels.

Definition of each Flexible OLED type and the prospect of a market share (UBI Industrial Research)

Researchers also expected that there will be a strong chance that they will release new smartphones with foldable display in 2017 to see how the market reacts and they will get seriously start to manufacture mass production from 2019, taking consumers needs into consideration and anticipating the direction of technology and pace of change. In addition, the size of foldable smartphone’s market is expected to take up to 2% market share by 2020 as around 1.5 million foldable smartphones will be expected to be manufactured.

History of each Smartphone display types. (UBI Industrial Research)

UBI Research to Hold Consultation on OLED Reports and Consulting at SID 2016

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(Source = SID)

(Source = SID)

Hyunjoo Kang / jjoo@olednet.com

In May 24-26, during the SID Display Week 2016 in Moscone Convention Center, San Francisco, UBI Research will be operating a booth, open for business consultation.

At the exhibition booth, UBI Research will carry out meetings regarding their OLED Reports and consulting service. Visitors will be able to receive detailed information on reports published by UBI Research and consultation. The company will be introducing their methodology on investigating latest news in OLED industry and customer benefits.

UBI Research invites the interested parties to their booth at SID 2016. The company added that this will be an excellent opportunity to obtain important insights on OLED industry, and everyone is invited to visit their booth.

Interested visitors will be able to meet UBI Research at booth #409 in SID 2016 exhibition at Moscone Convention Center. Booth will be in operation for 3 days in May 24-26. Pre-arranged meetings are welcome.

For more details, please contact marketing team manager Hana Oh (hanaoh@ubiresearch.co.kr, + 82 2 577 4940).

“Apple, to Use OLED More than Samsung Elec. from 2021” – UBI

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Apple, to Use OLED More than Samsung Elec. from 2021 – UBI

UBI Research’s Yi is Analyzing Market related to Apple’s OLED Selection

Hyunjoo Kang / jjoo@olednet.com

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.

According to Yi, Apple is to begin releasing flexible OLED iPhone from 2017, and occupy 8% of the global flexible OLED smartphone market in that year. Following this, Yi analyzed that Apple will continue to increase market share each year to record 32% in 2020, same as Samsung Elec., and exceed Samsung Elec.’s 27% with 37% in 2021.

For 2015 and 2016, with the market share of over 70% of the global flexible OLED smartphone market, Samsung Elec. is dominating the market. However, Apple is expected to release OLED iPhone from next year, and iPhone market share is increasing within the smartphone market. Yi believes that Apple’s OLED usage will exceed that of Samsung Elec.’s.

UBI Research estimates that the smartphone market will grow at CAGR of 6% in 2016-2021, and overall shipment will increase. Of these, Samsung Elec. has been outdistancing Apple and greatly increasing the market share until 2013. However, since 2014, Samsung Elec.’s market share has been gradually decreasing while Apple’s is increasing.

At the seminar, Yi told the attendees that Apple is selling approximately 220 million units of iPhone per year, but the number is expected to increase to 300-million-unit mark and of 30% of that, 1,00-million-unit mark, are estimated to be OLED equipped products. He added that this will grow to 4,00-million-unit mark in 2020, and 80% of that is estimated to be OLED.

With Apple’s section of OLED, the competition for the product supply between global display companies is expected to be fierce. Yi forecast that Samsung Display will supply 60% of the demand, the second supplier 30%, and the rest 10%.

LG Display and Japan Display were likely to be the second and third suppliers. However, Apple’s steadfast partner, Foxconn took over Sharp and became a strong candidate for this position. Hence, 4 companies could end up supplying to Apple. Yi added that one company of JDI and Foxconn could be pushed out.

Panel companies’ mass production establishment investment for product supply for Apple is also being carried out. Samsung Display is expected to execute 45-60K investment in flexible AMOLED line this year. LG Display is carrying out Gen6 7.5K investment in Gumi, with prospect of additional 7.5K order this year.

JDI also announced smartphone AMOLED panel mass production in January 2016 aiming for mass production in 2018. There is a possibility of investment for AMOLED supply for iPhone. Yi also estimated that Apple will conclude OLED emitting materials company selection by this August or September.

Furthermore, Yi explained that a human eye is more sensitive to contrast compared to brightness. He emphasized that OLED, with its contrast ratio of 1,000,000:1 is a more human friendly display than LCD and its 3,000:1.

At the seminar, LG Economic Research Institute’s Senior Consultant Wookeun Lee also analyzed the market with the theme of The Effects that Apple’s OLED Selection will have on Korea and China’s Display Industry.