The following is the AMOLED accounts for 29% of total smartphone display shipments in 2020 From Omdia recommended by recordtrend.com. And this article belongs to the classification: Intelligent mobile phone.
In 2021, OLED displays are expected to account for 40% of smart phone displays, which will make OLED the mainstream of smart phone displays. The proportion of LTPS TFT LCD will decrease from 37.7% in 2020 to 31.4% in 2021, and the proportion of a-Si TFT LCD will decrease from 33% in 2020 to 28.7% in 2021.
Apple has used the OLED of ltpo backplane in Apple watch. Starting in 2021, Apple may require iPhone OLED panel manufacturers such as Samsung display and LG display to provide OLED panels for ltpo backplanes.
Omdia predicts that from 2024, flexible OLEDs with ltpo backplane will exceed those with LTPS backplane.
According to omdia’s OLED display market tracker – pivot – forecast – 3q20 report, AMOLED accounted for 29% of the total smartphone display shipments in 2020. In 2020, flexible OLEDs will surpass rigid OLEDs in smartphone screens. In 2019, rigid OLED accounted for 19.6% of the total smartphone display shipment, but it will drop to 13.8% in 2020. Meanwhile, flexible OLEDs account for 9.9% of total smartphone display shipments in 2019, and it will rise to 15.1% in 2020. It is expected that the shipment volume of OLED smart phone display will continue to increase.
Figure 1: proportion of smartphone displays by technology, 2018-2027
In 2021, OLED displays are expected to account for 40% of smart phone displays, which will make OLED the mainstream of smart phone displays. LTPS TFT LCD will decrease from 37.7% in 2020 to 31.4% in 2021, and a-Si TFT LCD will decrease from 33% in 2020 to 28.7% in 2021.
LTPS TFT LCD faces the challenge of rigid OLED in cost and product positioning. The LTPS LCD has disappeared from the iPhone 12 series released in the fall of 2020. This is a long-term challenge for LTPS TFT LCD, while a-Si TFT LCD in smart phones retains its low-cost position and sufficient display performance positioning.
In the long run, OLED is expected to erode the share of a-Si TFT LCD and LTPS TFT LCD. On the other hand, due to the limitation of production capacity and the prevalence of flexible OLED, the growth of rigid OLED shipment will be greatly restricted. Flexible OLED will eventually become the mainstream of smart phone display.
From 2021, the market share of a-Si TFT LCD in smartphone display will drop to less than 30%.
From 2023, the market share of LTPS TFT LCD in smartphone display will drop to less than 30%.
In 2026, OLED displays are expected to account for 45% of all smart phone displays, while LTPS TFT LCDs will account for 28.6%, and a-Si TFT LCDs will account for 27.1%.
LTPS and a-Si will not disappear from the smartphone display market. For many smartphone OEMs and ODM manufacturers, they are still crucial to the major sales drivers and entry-level smartphones.
However, OLED is expected to dominate the high-end field, whether it is rigid screen, curved edge shape, or future deformable display, such as folding, curling or telescopic type. The main advantages of OLED lie in its flexible shape design, lightweight features, and relatively better color performance and contrast, which will maintain the dominant position of OLED in the field of high-end smart phone display.
The main driving forces of OLED in smart phone display are as follows:
Apple continues to use flexible OLEDs on the iPhone line, especially after the iPhone 12.
Samsung Galaxy series continues to grow.
With its lightweight, lightweight and space saving design, many new 5g smartphones have adopted OLED, and this trend will continue. The combination of 5g and OLED will become a must for most high-end models of smart phone companies.
Because OLED has HDR function, high contrast and good color restoration, the picture performance of OLED is better than that of LCD. More 5g smartphones will be used to watch movies and view dynamic pictures, so more smartphones will be equipped with OLEDs.
The adoption rate of OLED of Chinese mobile phone brands is also increasing, whether it is rigid OLED or flexible OLED, such as oppo, vivo and Xiaomi.
The continuous expansion of OLED capacity and shipments in Chinese mainland will lead to a decline in OLED prices and costs.
Deformable smart phones are constantly being launched, especially folding, curling and retractable ones; although the current release volume of these devices is very small, the flexible shape design of OLED panel has begun to appear in the minds of consumers. This will help maintain the high-end image of OLED.
The preparation of OLED materials and driving IC will contribute to the growth of OLED supply.
It is very important to improve the reliability and yield of the panel.
Product differentiation, especially in the high-end market, new models will be equipped with flexible OLEDs, especially Chinese brands.
The introduction of ltpo backplane can further reduce the power consumption. Ltpo is different from traditional LTPS backplane. When 5g comes, lower power consumption will become an important standard for smart phones, and OLED with ltpo backplane will have advantages.
Samsung, on the other hand, will start mass production of flexible OLEDs for ltpo backplanes in 2020. Ltpo, or hop (hybrid oxide polysilicon), requires more steps in the lithography process, which will affect the yield and yield, so the production cost is higher. However, ltpo can reduce the power consumption of OLED display by 15-20%.
Apple has used the OLED of ltpo backplane in Apple watch. Starting in 2021, Apple may require iPhone OLED panel manufacturers such as Samsung display and LG display to provide OLED panels for ltpo backplanes. BOE is also trying to test its ltpo backplane capacity. Omdia predicts that from 2024, flexible OLEDs with ltpo backplane will exceed those with LTPS backplane.
More reading: omdia: China’s AMOLED production capacity will increase significantly in 2021 counterpoint: AMOLED smartphone sales will exceed 600 million in 2020 omdia: Samsung’s display smartphone OLED panel shipment is expected to reach 460 million in 2021 omdia: Global smartphone display panel shipment is expected to reach 1.4 billion in 2020 Omdia: it is estimated that the annual shipment of smart phone display panels will be 1.444 billion pieces in 2020. The proportion of smart phones with AMOLED display will rise to 27.6% in 2017. Omdia: in June 2020, 13 panel manufacturers will ship 153 million smart phone panels, with a year-on-year growth of 11% It is estimated that the global display glass substrate will continue to be in short supply in 2021. Omdia: the global smartphone shipment will be 279.7 million in the second quarter of 2020, a year-on-year decrease of 15.7% omdia: the global smartphone shipment will be 294.7 million in Q2, a year-on-year decrease of 20.4% omdia: the global smartphone sales in the first half of 2020 11 sales of 37.7 million units, ranking No.1 omdia: the shipment of smart phone displays will reach 422 million units in the third quarter of 2020 omdia: the global shipment of smart phones will reach 381.1 million units in Q4 in 2020, with a year-on-year growth of 4.7% IHS Markit: the global AMOLED panel production capacity will more than quadruple in the next five years omdia: it is estimated that Apple’s iPhone panel shipment will reach 207 million units in 2020, with a year-on-year growth of 11%
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