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Samsung Display started to accept pre-orders for the Galaxy Fold a few days ago (April 14th) - and the company says it is already sold out due to "overwhelming demand" and it is no longer taking pre-orders
Today we published new versions of our market reports - that cover the flexible, VR/AR, microdisplays, automotive, PMOLED and graphene OLED markets. OLED-Info provides comprehensive niche OLED market reports, and our reports cover everything you need to know about the niche market, and can be useful if you want to understand how the OLED industry works and what this technology can provide for your own industry. The reports are now updated to April 2019.
IHS says that recent years have seen a drastic growth in smartwatch shipments - the market grew from 9.4 million units in 2014 to 149 million units in 2018. In just one year, shipments grew 42% from 2017 to 2018.
This rising demand for smartwatches has of course created a rising demand for displays. OLED displays are leading this segment - with around 80% of shipments in 2018 (the rest are mostly LCD displays). AMOLED display shipments were around 42 million and PMOLED shipments reached around 75 million.
UBI Research estimates that the OLED material market will grow to $1.17 billion in 2019, and to $1.87 billion in 2021. The market is expected to reach $2 billion in revenues in 2023.
Interestingly, UBI says that in 2029 70% of the materials will be consumed by Korean companies (LGD and SDC) - and Korea's market share will grow to 75.6% in 2023. This will be driven be soaring consumption of materials for TV production (OLED TV materials will take up 49.7% of the total market in 2023 up from only 21.1% in 2019).
DSCC says that OLED market revenues will grow from $26.5 billion in 2018 to $28.7 billion in 2019 and over $52 billion by 2023. The largest application will remain smartphone displays, but several other applications will generate over $1 billion in 2023 - TVs, tablets, notebooks and monitors. By area of production, TV displays will surpass smartphone displays in 2021.
Samsung is still (and will remain so) the dominant AMOLED display producer, even though its market share will drop from 97% in Q1 2018 to 81% in Q4 2019. In Q1 2019 Visionox surpassed LGD to become the 2nd largest AMOLED producer (but most of Visionox's panels are low-end 5.5-inch panels). DSCC expects LGD to regain its number 2 position in the second half of 2019. BOE is the third player and will remain so following its supply agreement with Huawei.
CLSA says that BOE will soon start ramping the second phase of its B7 line, and the company expects to ship 30-50 million AMOLED panels in 2019. CLSA says that this is a highly aggressive target - and they believe actual shipments will only be 12.9 million in 2019.
A report from China suggests that Samsung sold over 500,000 units of its new flagship Galaxy S10 smartphones in China in only 7 days. it tok 30 days to achieve the same number of sales for Samsung's GS9 smartphone in 2018. Within two weeks of its launch, the GS10 is sold out in Hong Kong.
Reviews on Samsung's GS10 has been very positive, and Samsung expects to sell 40-45 million units in 2019.
CLSA estimates that Samsung's OLED shipments have declined 26% in Q1 2019 (compared to Q4 2018), as global handset shipments remain weak (especially in China) and shipments to Apple declined 60%.
CLSA says that SDC will post a 500 billion Won ($440 million USD) loss, compared to a 500 billion Won profit in Q4 2018 - due to the low OLED shipments, losses at the LCD business as panel prices fell 7% in the quarter and as the company finally started to recognize depreciation of its A4 OLED fab.
In February 2019 Samsung Display started production its new 15.6" UHD (3840x2160) OLED laptop display panels. SDC is targeting premium laptops, as these ultra high resolution panels are optimized for gaming, graphic design and video streaming.
Samsung already signed up a few customers - including HP with its Spectre x360, Lenovo with the Yoga C730 and Dell with the XPS 15, Dell G7 15 and the Alienware m15. According to a new report from Taiwan's Digitimes, Samsung is aggressively seeking new customers for its OLED laptop displays - and the company has pricing its 15.6" OLEDs at only $50-60 above comparable LCD displays.