Samsung Display

Nikkei: all iPhones released next year will use OLED screens

Christian Zibreg ∙ July 6, 2017

Apple will use advanced organic light-emitting diode (OLED) panels in all new iPhones launched from the second half of 2018, according to industry sources cited in a report Thursday by Japanese outlet Nikkei.

An industry source added that the Californian company is “tentatively looking” at releasing three new iPhones next year, adding Apple has already started to design the upcoming models.

Apple's plans are contingent upon suppliers' ability to churn out OLED panels in volume.

Because of that, the company could change its plans down the road. Sources in the OLED production equipment industry suggested that vendors may be unable to manufacture enough OLED panels to meet demand should Apple in fact go with OLEDs across 2018 iPhones.

An unnamed Sharp executive was quoted in the story as saying that “it was not likely” Apple will be using OLED screens for all new iPhones next year.

Here's a recent video of a CNC-machined iPhone 8 dummy based on the rumor-mill.

https://www.youtube.com/watch?v=pW1gx086ZxU

This year, as you know, Apple is widely expected to outfit iPhone 8 with an OLED-based screen.

The flagship device is expected to sport the highest screen-to-body ratio, ditch the physical Home button and reduce or completely eliminate the top and bottom chin.

Yuanta Investment Consulting said shipments of 2017 iPhones will reach 90 million handsets, half of which will be OLED models.

As for the iterative iPhone 7s and iPhone 7s Plus updates coming down the pike this year, these devices will continue to sport LCD screens like prior iPhone models.

Nikkei added that the iPhone 7s and iPhone 7s Plus models will be sold into early 2019. In other words, panel vendors will still be able to supply LCDs for older Apple handsets next year and well into 2019.

Samsung to supply 80 million AMOLED panels for iPhone 8 in 2017

Christian Zibreg ∙ June 12, 2017

Samsung's display-making arm is set to supply up to eighty million smartphone panels for iPhone 8 in 2017, which will be based on active-matrix organic light-emitting diode (AMOLED) technology, Taiwanese trade publication DigiTimes reported last week.

On top of that, Samsung will build an additional 80 million AMOLED panels in 2017, but they'll be used to supply orders from Samsung Electronics and its other smartphone clients.

As per sources, Samsung is expected to “keep some flexibility” if Apple places more orders.

The report claims that component makers have now kicked off mass production of parts for both the AMOLED-based iPhone 8 models and the iterative LCD-based updates in the form of iPhone 7s and iPhone 7s Plus, the latter two featuring a reinforced glass chassis with a shiny metal frame holding together the “glass sandwich” design.

As indicated by the current manufacturing status of the upstream supply chain, iPhone 8 won't enter mass production until after mid-September, with production volumes in the third quarter pegged at around three million units, meaning Apple will likely be unable to keep up with iPhone 8 demand for a few weeks or even months.

Switching the next iPhone from LCD panels to AMOLEDs is a sea change for Apple's supply chain given the tens of millions of iPhones the Cupertino company sells each quarter. Other suppliers, like Japan Display, Sharp and LG Display are pouring big money into AMOLED production plants, but they're not expected to join Apple's AMOLED supply chain before 2018.

Combined shipments of existing iPhones, including iPhone 7, iPhone 7 Plus, iPhone 6s, iPhone 6s Plus, iPhone SE and the 32GB iPhone 6 are estimated to reach a total of 25-30 million units during the second half of 2017, bringing Apple's overall iPhone shipments in the third quarter to around 45-50 million units.

Image: iPhone 8 CNC-machined model via leakster Benjamin Geskin.

Video: Samsung’s stretchable AMOLED prototype display in action

Christian Zibreg ∙ May 29, 2017

Samsung showed off a prototype of its stretchable 4K AMOLED display with glasses-free 3D, measuring 9.1 inches diagonally, at last week's Display Week 2017 conference. Today, Samsung Display's official YouTube channel shared a video of the stretchable display in action.

Samsung has been making flexible AMOLED panels for its flagship Galaxy phones for a few years now, but this new display has the elasticity to bend in two directions. The video shows the prototype AMOLED panel as having up to 12mm of travel before returning to its original shape, without any image degradation when pressed.

Here's the video.

https://www.youtube.com/watch?v=_EMBTHbkXnE

Samsung says the next-generation tech might one day be used for wearable devices and more.

“Compared to conventional flexible OLEDs that can be formed in only one direction, such as bending, folding, or rolling a screen, the Samsung Display stretchable AMOLED panel can be flexed in two directions,” explains Samsung Display.

“When the screen is pressed from above, it depresses like a rubber balloon, then returns to its original flat shape. The screen when stretched up or down, even when pressed, has sufficient elasticity to recover.”

Apple is said to be making a major switch from the traditional LCD panels to the more energy-efficient AMOLED display technology with iPhone 8, but the move is said to be short-lived: the Cupertino giant has been researching even more power efficient micro-LED screens, based on its 2014 acquisition of micro-LED experts LexVue.

The iPhone maker could kick off trial production of its next-generation micro-LED display panels by the end of this year, according to supply chain reports, meaning this technology most likely won't debut before iPhone 9 in 2018 although Apple Watch Series 3 could debut this year with a micro-LED display.

Samsung reportedly signs new deal for OLED panel production for iPhone 9

Christian Zibreg ∙ May 23, 2017

The Korea Herald is reporting today that Samsung Display, the display-making unit of Samsung Electronics, recently signed yet another deal to build OLED panels for future iPhones. With up to 180 million screens demanded by the iPhone maker, this deal indicates that Apple is laying the groundwork for a much wider adoption of OLED panels in future iPhones.

The new deal is focused on supplying OLED panels for the new iPhone next year, tentatively called “iPhone 9”. To build OLEDs in 5.28 and 6.46-inch sizes, the conglomerate will break ground on a new factory in the South Chungcheong Province in South Korea.

The mentioned 6.46-inch size may point to a future iOS device, potentially due in 2018.

“The two companies have recently signed a non-disclosure agreement on general conditions, including the screen size,” said a source. “Other details such as screen design and functions could be adjusted considering the phone is still under development.”

Samsung Display is already supplying 80 million OLED screens for iPhone 8 this year. iPhone 8 is said to feature a 5.8-inch OLED screen with an active display area of 5.1 inches.

Image: CNC-machined iPhone 8 dummy via Benjamin Geskin

Samsung likely to set up 7G flexible OLED factory

Christian Zibreg ∙ Updated October 17, 2018

Samsung's display-making arm is likely to set up a seventh-generation manufacturing plant in South Korea solely dedicated to flexible OLED panel production, Taiwanese trade publication DigiTimes reported this morning citing UBI Research. Samsung Display produces more than 90 percent of all OLED panels for smartphones and tablets. The company is expected to churn out OLED panels for iPhone 8 on an exclusive basis until rivals Sharp, LG Display and Japan Display join the mix in 2018 and 2019.

Samsung and its key Korean suppliers could dominate iPhone 8 supply chain for some time

Christian Zibreg ∙ April 18, 2017

Samsung Display, the display-making unit of Samsung Electronics which holds a 95 percent market share for smartphone OLED panels, should exclusively build curved OLED screens for iPhone 8 during the next two years. The Korea Herald suggested Monday that other South Korean firms have won important contracts for iPhone 8, too.

Apple reportedly signs 2-year supply contract with Samsung for curved OLED panels

Christian Zibreg ∙ Updated April 13, 2017

A report in ETNews, cited by DigiTimes, claims that Apple recently negotiated a major two-year supply deal with Samsung Display, a subsidiary of Samsung Electronics, regarding curved OLED panels for future iPhones. Samsung's display-making arm produces more than 90 percent of all OLED panels for smartphones and tablets.

Nikkei: Apple places order for 70 million bendable OLEDs for iPhone 8 with Samsung

Christian Zibreg ∙ April 3, 2017

Apple has placed a huge order for seventy million bendable organic light-emitting diode (OLED) panels with Samsung's display-making arm for use in iPhone 8, Nikkei reported Monday. Apple and Samsung Display, a subsidiary of Samsung Electronics, signed a deal last year to supply 100 million OLEDs for iPhone 8. In February 2017, Apple contracted Samsung to build an additional 60 million OLEDs for a total of 160 million units in 2017.

Apple reportedly orders 160 million OLED panels for iPhone 8 from Samsung Display

Christian Zibreg ∙ Updated February 23, 2017

Apple has apparently signed a deal with Samsung Display, a subsidiary of Samsung Electronics, to build an additional 60 million organic light-emitting diode (OLED) panels for iPhone 8, The Korea Herald newspaper reported Monday. The deal is worth five trillion Korean won, or about a $4.3 billion.

The deal is in addition to an agreement that Apple and Samsung signed last year to supply 100 million OLED display panels for iPhone 8.

Samsung Display is spinning off its successful OLED business ahead of OLED iPhones

Christian Zibreg ∙ July 4, 2016

Samsung Display, a subsidiary of Samsung Electronics, recently won a deal with Apple to supply its high-quality OLED panels for use in the next iPhone and now the South Korean company is spinning off its organic light-emitting diode (OLED) unit, The Korea Times reported Monday.

Samsung Display reported a 270 billion won (about $235.2 million) operating loss during the first quarter of this year due to the struggling LCD business and strong competition from Chinese makers of low-cost LCDs for mobile devices.

Samsung could build 240M AMOLEDs for future iPhones in the next 3 years

Christian Zibreg ∙ June 30, 2016

LG Display, Japan Display, AU Optronics, Samsung Display and Foxconn-owned Sharp are all said to share production of AMOLED panels for future iPhones, with Samsung alone providing an estimated 240 million AMOLED units in the next three years beginning in 2017, DigiTimes Research predicted yesterday.

Samsung is the world's top producer of AMOLED panels. When deployed to the iPhone, this technology will result in crisper colors, deeper blacks, increased brightness, high visibility under direct sunlight and reduced power consumption.

Rumor: Samsung pouring $7+ billion into flexible OLED production for iPhones

Christian Zibreg ∙ January 14, 2016

Korean outlet ET News said Thursday that a contract between Samsung and Apple on supplying flexible OLED screens for future iPhones has practically been agreed upon, with the South Korean conglomerate committing to a whopping $7.4 billion in capital expenditure over the next couple of years to buy OLED manufacturing equipment needed to produce about 30,000 to 45,000 OLED sheets per month.

Although Apple is said to have secured agreements with other panel makers for OLED technology, the size of the investment suggests that Samsung is about to become Apple’s biggest flexible OLED provider.