Samsung Display to resume OLED facility investment from 1Q08
Hi Investment & Securities predicted that OLED display investment will resume from 1Q2021 on Samsung Display on the 26th.
Jung-seok Jung said, `` The new iPhone products in 2018 and 2019 were released as one LCD product and two OLED products without any significant change in the display specifications. '' All OLED panels will be applied. ”
In addition, this year, Samsung Display's flexible OLED shipments for iPhone are expected to record about 20 million units, a fourfold increase from the previous year. "Apple will adopt OLED panels for all new iPhone products from 2021, and Samsung Display will be the main supplier," Chung said.
`` If Samsung Display supplies foldable displays to Apple in the future, it is expected that a change in investment direction is expected due to the necessity of investing in new OLED production facilities due to the customer's position in the high-end smartphone market.
However, until Apple's plan to launch a foldable smartphone is materialized, Samsung Display's investment in flexible OLED facilities is expected to be a key factor for the growth of the foldable smartphone market by Samsung Electronics and Chinese companies. Chung said, `` Samsung Display's A3 plant utilization rate will enter full operation from 2H20.
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This is Korean news using a translator.
There may be a mistranslation, so check out the article |
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I translated titles on small and mid range OLED chapter of their report.
Samsung Display's flexible (Foldable) OLED new equipment investment prospects to resume from 1Q21
-Foldable smartphone shipments '6.6 million units by 2020-> 44 million units by 2022'
-Foldable OLED panel shipments expected to be '8.8 million units by 2020-> 50.2 million units by 2022'
Flexible OLED shipments to Samsung Display iPhone in 2020
Samsung Display A3 plant utilization rate in 2H20
-Foldable display market's technological prowess in Samsung Display
Samsung Electronics' Foldable Smartphone Shipment Forecast: 4.44 Million Units in 2020 to 12.3 Million Units in 2021
-Foldable display, now PC folding time
Samsung folds smartphones away from erosion effects
Samsung to move to secure market hegemony
-Flexible OLED Capa for 2022 Foldable Display. Need to add
Samsung Display Flexible OLED New Equipment Investment Scenario-6th Generation 30 ~ 60K / Monthly Investment Forecast in 2021
Samsung Display, 2020 Foldable OLED Post-Process Line Operation Plan
-Expected to apply OCR (Optical ClearAdhesive) film to Samsung Display Foldable
-Inkjet printing equipment to be introduced in OCR process
cheers investors |
