Musing From an OLED Advocate

---

Musing Commentary for the Week of June 25, 2023

DSCC Projects a 7% Y/Y Drop in 2023 OLED Revenue_06/25/2023
 
2023 is forecast to be a mixed year for OLEDs, with revenues down 7% and shipments up 1%, according to DSCC. The revenue decline is caused by a 10% drop in OLED TV shipments, part of the overall downturn in the TV industry. OLED smartphone shipments are expected to grow 11.4% Y/Y, even as total smartphones are forecast down 3.3% Y/Y to 1.160m. However, OLED smartphone revenue will be affected by the rise in Chine OLED panel maker share from 27.5% to 39.6% and a subsequent lowering of ASPs. [Read more]
 

---

Leftovers

​Samsung Initiates Purchasing of WOLED Panels from LGD_06/25/2023
​

---

Musing on Data Points

LCDs Panels Push LA Panel Prices Up in June_06/25/2023

---

Musing on Economics

China Fans Deflation Worries_06/18/2023
FED Pauses While Money Supply Grows_06/18/2023
​India Applies Chinese Tactics to Chinese Smartphone OEMs_06/18/2023

---

Musing on Financials

Jade Bird Display (JBD) Raises $10s of millions) in its A3+ and A4 Financing Rounds. _06/18/2023
​

---

Musing on Foldables

After Only 5% Y/Y Growth in 1H’23, Foldables forecast to be Up 24% Y/Y in 2H’23._06/25/2023
​OnePlus V Fold Renders Show Off Sleek Design And Hasselblad Camera Bump_06/25/2023
​The Razr Plus Foldable Is Motorola's Return To Form_06/25/2023

---

Musing on Materials

Researchers Develop Blue OLED Emitter with 20% EQE_06/25/2023

---

Musing on Meta Verse

Meta’s Reality Labs Lost US$4.3b in Q422, Bringing Total Annual Losses To $13.7b_02/12/2023

---

Musing on MicroLEDs

Jade Bird Display Unveiled A Polychromic MicroLED Projector _06/25/2023

---

Musing on Production

Google to Build Pixels in India_06/25/2023

---

​Musing on Technology

An Ultra-Low-Cost At-Home Blood Pressure Monitor Leverages A Plastic Clip With A Spring-Loaded Mechanism To Enable A Smartphone w/Flash LED and Camera To Measure Blood Pressure _06/25/2023

---

Automotive/Transportation

Hyundai Motor Will Adopt Samsung Display's 25" AMOLED Displays_06/11/2023
Peugeot Adds 21.5” OLED to Its 3008 EV SUV_06/11/2023

---

IT

HKC Launched New Gaming Displays, The OG27QK And The MG27U_06/25/2023
​

---

Smartphones

EU Adds Batteries to Its Target List_06/25/2023
iPhone 15 to Add Vision Pro Features to Support Apple’s Ecosystem_06/25/2023
​Techno Announces Phantom X2 w/Retractable Lens_06/25/2023

---

Transportation
 
Continental Announces New Approach Modularization of Vehicle High-Performance Computers_06/25/2023

---

TVs

6 Types Of OLED TV Screens In 2023, And How They Differ_06/25/2023

---

VR/AR​

​​​Sunic Systems Signed a Contract with SeeYa_06/25/2023
​The AR/VR Battle Has Only Started_06/25/2023

---

Wearables

Fraunhofer Institute Demonstrated 28-Nanometer Backplane Technology On 300mm Wafers for OLEDoS Display_05/22/2023​
Will Lithographic Deposition Systems Enable OLED to Compete in High Pixel Density Applications?_05/22/2023
​

Q3'2021 Updated Data 

• OLED Fab and LCD Fabs Installed and Planned->
• Smartphones->
  • Annual Shipments by OEM
  • Quarterly Shipments by OEM
  • Quarterly Revenue for Top 10 OEMs
  • Quarterly ASP for Top 10 OEMs
  • Annual OLED and LCD Panel Shipments by Panel Maker

---

Any Questions, Please Contact Us at sungeun@oled-a.org