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Samsung Display is the market leader in OLED panels for smartphones, and they have extended their dominance in the emerging foldable display market, analysts say. View Supply Chain Consultants. After using a few foldable devices, we are convinced that foldables are the future, which is why advancements in foldable display technology are exciting for us to watch unfold. Samsung’s foldable smartphones are so far ahead of the competition that other foldables look like Gen 1 products in comparison, and they’re now gearing up to dip their toes into a new form factor: the sliding screen.
In its fourth quarter 2020 earnings call, KwonYoung Choi of Samsung Display’s business planning department said the company plans to “qualify [its] presence in the screen market through innovative form factors such as folding and sliding screens. Since Samsung Display is a panel supplier, that doesn’t necessarily mean Samsung Electronics is considering making a smartphone with a sliding screen (although they have submitted a few patents that suggest so). Korean media recently reported that Samsung Display is starting to supply foldable displays to Chinese smartphone makers. It is possible that Samsung Display will create a sliding screen just to be able to compete with Chinese panel suppliers such as BOE and CSOT for business. BOE is apparently the panel supplier for OPPO’s roll-up phone concept, the OPPO X 2021, while TCL’s CSOT is the provider of TCL’s roll-up phone concept. There’s also LG with its own roll-up screen in a phone that’s supposed to hit the market this year. Obviously, many smartphone vendors are considering making a product with a roll up / slide screen, so it makes sense that Samsung Display would want to create their own offering.
Alternatively, it is possible that the sliding screen that Samsung makes is intended for a larger device, such as a TV. LG Display currently dominates the OLED TV market, and the company recently unveiled the first rollable TV – the LG Rollable OLED TV R. There is no doubt that Samsung will not be resting on its laurels, giving LG Display an easy victory. here. After all, during the earnings call, KwonYoung Choi spoke about the company’s broader core strategies and outlook for 2021, touching on the company’s display business on mobiles, TV and even the automobile.
Here is the full quote from the income call:
“Finally, I will share our outlook for the display market and the basic strategies of the display business for 2021. For the mobile display business, we expect an increase in demand for the display panels. ‘OLED display for high-end models and an increase in OLED penetration in the middle. range segments, driven by the expansion of the 5G smartphone market alongside the recovery in demand for smartphones. We will further consolidate our leadership in the OLED market by taking full advantage of our market conditions.
Additionally, we will further differentiate our proprietary technologies for features like adaptive refresh rates and lower power consumption to account for uncertainties caused by fluctuations in demand under the prolonged impact of the pandemic and also by the aggressive entry of competitors into the market.
At the same time, in response to an increasing demand for contactless communications and services, we will strive to diversify applications in areas such as PCs, tablets and automobiles using the advantages of OLED, including the ultra-thin and narrow bezel.
In addition, we will promote the expansion of the foldable screen market. In the meantime, we will also qualify our presence in the display market through innovative form factors such as folding and sliding displays. “- KwonYoung Choi of the Business Planning Department of Samsung Display
Featured Image: OPPO X 2021, a concept smartphone with a roll-up screen
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