Vertical Divider
LTPO Revenue Expected to Catch LTPS in 2023
Ross Young, DSCC CEO tweeted the following chart forecasting the future revenue share of LTPO and LTPS backplanes for flexible displays. The higher number of masks for LTPO makes it more expensive and the capacity is lowered if the fab space cannot be increased. The growth rate is a function of the iPhone and the Galaxy S Series adopting LTPO because of its lower power consumption, especially when VRR is utilized. Young see the two technologies reaching revenue equilibrium in 2023.
Figure 1: LTPS vs. LTPO OLED Panel Revenue
Ross Young, DSCC CEO tweeted the following chart forecasting the future revenue share of LTPO and LTPS backplanes for flexible displays. The higher number of masks for LTPO makes it more expensive and the capacity is lowered if the fab space cannot be increased. The growth rate is a function of the iPhone and the Galaxy S Series adopting LTPO because of its lower power consumption, especially when VRR is utilized. Young see the two technologies reaching revenue equilibrium in 2023.
Figure 1: LTPS vs. LTPO OLED Panel Revenue
