| | | Samsung Display wins large OLED order from Tesla
Original WitDisplay2025-08-18 11:30
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Samsung Display has signed a contract with Tesla (US) to supply OLED (organic light-emitting diode) panels for the facial display of Tesla's humanoid robot, Optimus Prime. According to PhoneArena on August 17th, this contract marks a new example of the company expanding its OLED panel supply from the automotive and smartphone sectors to the robotics market.
Samsung Display has been supplying OLED panels to major smartphone manufacturers, including Apple , holding a 55% global market share. Samsung Display will now supply OLED panels for Tesla's next-generation humanoid robot, Optimus, rather than for automotive applications, creating new demand. PhoneArena reported, "Tesla selected Samsung's OLED panels to enhance the functionality of its facial display and prepare for Optimus's mass production next year."
Industry insiders believe that Samsung Display's announcement of new OLED panels that are twice as durable as previous models played a positive role in the negotiations. Tesla is collaborating with Samsung to prioritize the safety and reliability of its robotics products.
Apple is also expanding its use of OLEDs in cutting-edge products like industrial robots, leading to intensified competition in the robotics market. Market research firm UBI Research stated, "By 2023, Samsung Display will lead the global foldable phone OLED market with a 52-55% market share." The two companies have also strengthened their strategic partnership, with Tesla executives recently visiting Samsung production facilities several times.
Tesla has been producing prototypes of its Optimus robot since last year . During an April earnings call, CEO Elon Musk stated, "Our goal is to rapidly increase Optimus production and reach annual production of one million units within five years." However, according to domestic and international IT media reports, this year's production target of 5,000 units is far from being achieved, with actual shipments reaching only a few hundred. Some market observers believe that given Tesla's limited track record of achieving its plans, the success of this new venture remains to be seen.
Samsung Electronics' foundry division recently signed a $16.5 billion contract with Tesla to produce AI semiconductors. Samsung Electro-Mechanics also secured an order for Optimus camera modules, signaling the expansion of collaborations with Tesla across all Samsung Group subsidiaries. The electronics industry and investors widely believe that the Samsung-Tesla strategic partnership is expanding to encompass all areas of information and communications technology, including semiconductors, displays, and cameras. |
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