Tag Archives: AMOLED

Apple confirmed flexible AMOLED for iPhone X today

Sept 12th, 2017, By Jennifer Colegrove Ph.D., CEO and Principal Analyst at Touch Display Research Inc.

On September 12, 2017, Apple announced the highly anticipated new iPhones: iPhone X, iPhone 8, and iPhone 8 plus. The iPhone X is the most expensive one among all three, since it uses a 5.8-inch flexible AMOLED display, while the iPhone 8 and iPhone 8 plus use the main stream LCD.

Apple likes the benefits of flexible AMOLED displays: thinness, light weight, potentially low power, and curved form factor for almost edge-less design.

Figure 1: Apple announced iPhone X

Photo credit: MacRumor

As we forecasted about 2 years ago, in the “Touch and Emerging Display December 2015 report”, also in the CNBC article by Anita Balakrishnan which quoted Touch Display Research, “Touch Display Research forecasted Apple will adopt AMOLED for iPhone in 2017/2018 time frame. The current global AMOLED capacity is not enough to support Apple iPhone. That’s why we estimate the adoption to occur in the 2017/2018 time frame. Touch Display Research believes the investment on OLED fab-capacity-expansion from LG and Samsung will soon materialize.”

Now our forecast became reality. Sorry about tooting our own horn, but these are the facts. We are good at forecast.

Figure 2. Touch Display Research accurately forecast Apple iPhone to adopt AMOLED 2 years ago

Source: Touch Display Research Inc.

We also accurately forecasted 4K OLED TV available time, 2 years ahead. On Jan 25, 2013 press release, we announced that “Touch Display Research forecast Ultra HD (4K) resolution AMOLED TV will be on the market by 2015”. “Although AMOLED with FHD resolution is available currently, 4K is considered the high end for TV resolution, even though 4K content is still limited,” said Dr. Jennifer Colegrove, President and analyst at Touch Display Research. “56-inch 4K resolution is just 79 ppi (pixel per inch), which is easily achievable. The challenges are how to increase yield, have good uniformity, have long lifetime, and reduce the manufacturing cost.”

LG’s 65” 4K OLED TV became commercially available in Q1 2015, our forecast becomes reality in 2 years.

Figure 3. Touch Display Research accurately forecasted 4K OLED TV available time 2 years ahead

Source: Touch Display Research

Touch Display Research has a good reputation of accurate forecast.

In the “Touch and Emerging Display report”, June 2013 issue, page 45, Touch Display Research forecasted “Apple will adopt AMOLED within 18 months”.

With the Apple Watch announced in Sept 2014 (available since April 2015), our forecast becomes reality in 18 months.

Figure 4. Touch Display Research accurately forecast Apple to adopt AMOLED 18 month ahead

Source: Touch Display Research

More analysis on OLED display, full-screen phone, touch screens and voice recognition can be found in the Touch and Emerging Display monthly report.

Thanks for reading.

Dr. Jennifer Colegrove and team

About Touch Display Research Inc.

Touch Display Research, Inc. (www.TouchDisplayResearch.com) is an independent technology market research and consulting firm specializing in touch screen and emerging display technologies such as OLED displays, OLED lighting, flexible displays, e-paper displays, ITO-replacement, Active pen, 3D displays, near-eye displays, pocket projectors, quantum dots, gesture controls, voice controls, and eye controls. Touch Display Research provides standard reports, consulting projects, and due diligence for touch suppliers, display manufacturers, consumer electronics ODMs/OEMs, material suppliers, investor companies, venture capitalists, and companies who are merging or acquiring companies in the touch screen, display, and materials industry. We are member of FlexTech Alliance, SEMI and SID.

 

CNBC article: Apple and Samsung probably need each other — these curved screens show why

August 30, 2016

Here is a nice article written by Anita Balakrishnan from CNBC on August, 25th,  2016.

CNBC logo

Touch Display Research is quoted in the article regarding OLED displays, Apple and Samsung.

Thanks for reading,

Dr. Jennifer Colegrove and team

SID 2015 advanced and comprehensive exhibitor: BOE

June 8, 2015

SID 2015 DisplayWeek was held in San Jose, California last week. We blogged about the SID Monday Seminar last week.

Here is the summary of exhibitions at SID 2015. This year there were about 195 exhibitors at the show floor. After visit the whole exhibitions for 3 days, my conclusion is that this year one of the most advanced and comprehensive exhibitor is BOE.  BOE not only demoed a 10K LCD, (see picture here), but also showed metal mesh touch screen, AMOLED display, quantum dot display and more.

Figure: BOE 82 inch 10K display at SID 2015 DisplayWeek.

BOE 10K TDR

Photo by: Touch Display Research Inc.

The interesting thing is that Samsung is no-show at this year’s SID. In the past several years, Samsung had always put together one of the most splendid booth and showcase the “world’s first”, or “world’s largest”, or the “world’s most advanced” at SID. But at this year’s SID, Samsung completely no show, no paper.  It seems Samsung is following Apple’s example: no show, no paper at SID.

Figure: Samsung’s booth at last year’s SID 2014 DisplayWeek.

Samsung OLED sid14

Photo by: Touch Display Research Inc.

More analysis about BOE, Samsung, Apple, OLED, quantum dot, metal mesh, and silver nanowire will be in the “Touch and Emerging Display monthly report”, June 2015 issue.

Thanks for reading,

Jennifer and team

We accurately forecasted Taiwan and China AMOLED mass production time

December 2, 2014

About 2 years ago, in the “Touch and Emerging Display report”, Feb 2013 issue, page 9, we forecasted “Taiwan will start mass produce AMOLED in 2013. But China AMOLED won’t be in mass production until 2014.” We also had a press release about this forecast on Feb 19th, 2013.

Now with EverDisplay became the first Chinese manufacturer to mass produce AMOLED, our forecast became true, after 22 months.

Figure. We accurately forecasted Taiwan and China AMOLED mass production time

TDR accurately forecast Taiwan China OLED

Source: Touch Display Research Inc., Dec, 2014

Touch Display Research has a good reputation of accurate forecast. We accurately forecasted Apple AMOLED adoption time. Over a year ago, in the “Touch and Emerging Display report”, June 2013 issue, page 45, we forecasted “Apple will adopt AMOLED within 18 months”. Now with the Apple Watch announced, our forecast becomes reality in 18 months.

Sorry about tooting our own horn, but these are the facts. We know the display industry well and we are good at forecast.

Thanks for reading,

Jennifer and team

TDR accurately forecasted Apple AMOLED adoption time

September 18, 2014
Over a year ago, in this “Touch and Emerging Display report”, June 2013 issue, page 45, we forecasted “Apple will adopt AMOLED within 18 months”.
Now with the Apple Watch announced, our forecast becomes reality in 18 months.

Figure. We accurately forecasted Apple AMOLED adoption time
TDR accurately forecast Apple
Source: Touch Display Research Inc., Sept, 2014

Touch Display Research has a good reputation of accurate forecast. In January 2013, Touch Display Research gave a presentation at the SID Bay Area one day conference, we forecasted “Samsung will release curved AMOLED on a device that is larger than 5” by end of 2013.” (SID Information Display chief editor Stephen Atwood wrote about our forecast in his article in Information Display Journal March 2013 issue.)

Figure. We accurately forecasted Samsung curved AMOLED device time
TDR accurately forecast Samsung
Source: Touch Display Research Inc., Sept, 2014

In October 2013, Samsung announced the Galaxy Round with curved AMOLED display. One month later, LG also announced the G Flex. Our forecast became reality in 9 months.

Sorry about tooting our own horn, but these are the facts. We are good at forecast.

Thanks for reading,
Jennifer and team

Electronic Display Conference (eDC 2014) in Germany

February 27, 2014

I’m traveling in the beautiful Nuremburg, Germany for electronic Display Conference (eDC) 2014. Even though it’s raining today, the conference still had over 260 attendees.

In the touch session in the morning, Dr. Roland Aubauer from Microchip Technology discussed 3D gesture touch controller they developed. Mr. Bob Raikes, from Meko (also my industry friend) gave a presentation titled “Just because touch works on a phone, it’s not always the answer”. He jokingly suggested the PC should add a foot pedal, so like driving a car, we can use our foot to do left click or right click. Even that is a joke, but he does have a good point: besides finger touch, there are many other methods to do machine-human user interface.

Figure: Mr. Bob Raikes gave presentation

Bob speak

Photo by: Jennifer Colegrove

At the keynote session, Dr. Jyrki Kimmel from Nokia could not come in person, so he gave the keynote about displays in the mobile ecosystem on the telephone, while the conference chairman Professor Doctor Blankenbach helped to click through the slides.  It went well.

Then on behalf of Touch Display Research, I gave a keynote on the touch screen and emerging display market. I first thanked the conference organizer and our sponsor company Data Modul. I then discussed 7 new opportunities in the touch and display market: phablet, NB and AIO PC with touch, ITO-replacement, flexible and curved display, active pen, touchless control, and quantum dot.

Figure: Touch Display Research Dr. Jennifer Colegrove gave presentation

Jenny speaking edc small3

Photo by: Dr. Susanne Bieller, VDMA-DFF

At the end, Mrs. Sweta Dash from IHS gave a keynote about top 10 display trends for 2014 and beyond.

The conference ended at around 4:20pm very successfully. Attendees were still lingering around for networking.

Thanks for reading,

Jennifer and team

Samsung Gear Fit with curved displays at MWC 2014

February 25, 2014

At Mobile World Congress (MWC) 2014, Samsung announced its newest wearable device: Gear Fit. It has a 1.84” super AMOLED display, with 432X128 pixel format. (Please note, some website said it is 1.4”, which is wrong).

Figure: Samsung Gear Fit with curved display

gear fit

Source: Samsung, 2014

Samsung claims the Gear Fit is “the industry’s first curved, super AMOLED wearable device”. I think that is correct. Although there are a dozen smart watches entered the market recently, but most of them are using flat, rigid display. As Touch Display Research reported 4 months ago, we believe flexible and curved displays are more ergonomic for the wrist, and larger-sized flexible displays could fit better and show more information. The Gear Fit is what a smart watch should look like. We forecast 2 inch or larger curved display will be adopted in smart watch as well.

In the “Flexible and curved display technologies and market forecast” report, Touch Display Research forecasts 30 million units flexible and curved displays will be shipped for smart watch application by 2023.

Thanks for reading,

Jennifer and team

YotaPhone with two displays at MWC 2014

February 24, 2014

Today at Mobile World Congress (MWC) 2014, YotaPhone and Cypress announced features on the 2nd generation YotaPhone: larger and better displays and both displays will have full touch screen.

Here is the spec comparison of the first and second generation YotaPhone:

Yota 1st and 2nd spec comp

Source: Yota Devices, compiled by Touch Display Research, Feb 2014

YotaPhone stands out from the crowd with its low power secondary display on the back, which is made by E Ink.

Touch Display Research believes flexible, thin, low power, good sunlight readability display will be suitable for secondary, cover display. For example, in a bright sunny day, when it’s hard to see the information on your mobile phone’s LCD or AMOLED display, you can use your secondary display to show the mobile phone information. In the “Flexible and Curved Display Technologies and Market Forecast” report, Touch Display Research forecast secondary display will have rapid growth from 2014.

Thanks for reading,

Jennifer and team

Plastic Logic and Novaled OTFT backplane AMOLED

February 10, 2014

I just came back from the 2014 FLEX conference and the SID LA Symposium. There are many highlights in these 2 conferences. One of the exciting news is about the Organic TFT (OTFT) backplane AMOLED.

On Feb 6th, 2014, Plastic Logic’s director of research and partnerships, Mr. Mike Banach gave a presentation titled “A New Frontier for Flexible Displays”. At the same day, both Plastic Logic and Novaled announced their partnership and their demo of OTFT backplane AMOLED.

Their demo is a monochrome flexible AMOLED, targeting for wearable applications. Plastic Logic’s CEO, Indro Mukerjee, said, “2014 will be the year that wearable technology starts to go mainstream.”

Touch Display Research analyst agrees with that. Touch Display Research forecasts 30 million units flexible and curved displays will be shipped for smart watch application by 2023. Overall flexible and curved display market will reach $27 Billion by 2023.

Figure: Flexible and curved displays for smart watch application forecast to 2023

flexible curved smart watch

Source: Touch Display Research. “Flexible and Curved Display and Lighting Technologies and Market Forecast” report. September, 2013.

It is said Merck’s organic semiconductor material was used in the OTFT prototype.

As we covered in our “Flexible and Curved Display and Lighting Technologies and Market Forecast” report, Sony has demonstrated OTFT backplane AMOLED before.

Thanks for reading,

Jennifer and team

CES 2014 What to Expect

December 20, 2013

I’ll travel to International CES 2014 in Las Vegas in early January. CES is one of the most crowded consumer electronic shows in the world with over 150,000 attendees.

Here are what to expect:

  1. OLED display. We expect Samsung and LG will demo large size AMOLED TV at CES 2014, just as they did in last year. But this time it’ll be one level higher: we expect to see 4K and larger size. Other companies, such as Sony, AUO, Panasonic will also demo 4K OLED TV.

Touch Display Research forecasts that by 2020 the OLED TV market will reach $15.5 billion. 2016 will be the takeoff year for OLED TVs with billions of dollars of revenue each year after that.

2. 8K display. We expect to see 8K display at CES 2014. More analysis can be found in our “Touch and Emerging Display report” December 2013 report.

3. Quantum dot is adopted in LCD to improve color gamut and reduce power consumption.  At CES 2014, we’ll see Sony’s Triluminos TV with quantum dot from QD Vision.  We might also see Hisense demo quantum dot TV as well.

Quantum dot could improve Liquid Crystal Display (LCD) dramatically in terms of color gamut, color accuracy and reducing power consumption. This is one of the biggest breakthrough technologies for LCD in recent several years. Now quantum dot LCD is challenging AMOLED.

Touch Display Research forecasts that the quantum dot display and lighting component market will reach $9.6 billion by 2023.

4. We’ll also see many flexible/curved display at CES 2014, such as curved OLED TV, curved LCD TV, curved smart watches, wearable devices.

Touch Display Research forecasts 30 million units flexible and curved displays will be shipped for smart watch application by 2023.

Overall flexible and curved display market will reach $27 Billion by 2023.

5. ITO-replacement. At CES 2014, we’ll see many touch screen devices, from mobile phone to large public signage. ITO-replacement transparent conductor is penetrating to touch screens very rapidly. ITO-replacement attracted over 200 companies and research Institutes. We expect to see metal mesh, silver nanowire and other ITO-replacement touch panels at the show.

Touch Display Research forecasts the non-ITO transparent conductor market will grow from $206 million in 2013 to $4 billion by 2020.

Thanks for reading,

Jennifer and team