September 29, 2017. By Jennifer Colegrove Ph.D., Touch Display Research Inc.
USA Today published an article about “Why you’ll need to wait seven weeks for iPhone X to go on sale”, the authors are Mr. Jon Swartz and Mr. Mike Snider. The article quoted Touch Display Research about OLED market and how Apple used the flexible OLED.
“Samsung and LG alone plan to invest about $20 billion in OLED production in the next few years, and Apple will likely make its own investments, says Jennifer Colegrove, principal analyst at Touch Display Research in Santa Clara, Calif.”
“The display for Apple’s iPhone X uses a flexible OLED display so that it can bend at the edges, helping increase the functional screen to more than 90%.”
Figure 1: Improved drawing from Touch Display Research
Source: USA Today, Touch Display Research, Apple
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.
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.