KGI’s analyst Guo Minghao issued the latest report predicting that global organic light-emitting diode (OLED) shipments will grow by 50% annually and shipments will reach 550 million units. Among them, Flexible OLED is expected to grow by about 400% to 450% year-on-year, with shipments of 190 million to 200 million, of which Samsung has a market share of over 90%.
Guo Mingxi pointed out that the new iPhone will adopt Flexible OLED in the second half of this year, leading more brand players to follow up. He also revealed that the OLED iPhone will adopt 2.5D surface glass design in the second half of the year. The report points out that the advantages of Flexible OLED are: 1. It can be matched with 3D surface glass to provide curved surface design; 2. The harder Rigid OLED is thinner and lighter, which is good for appearance and mechanism design, 3. Better drop test performance.
According to the report, the annual shipment of Flexible OLED has grown significantly. Samsung has accelerated the production of touch sensors, which is beneficial to Xinxin and South Korea's Dongwoo. Yangcheng can benefit from the supply of critical equipment.
Guo Minghao estimated in the previous report that this year's new iPhone, from 5.1 to 5.2 有机 organic light-emitting diode (OLED) models, accounted for about 50% to 55% of the new iPhone model.
The outside world is highly expectant of this year's new iPhone. It is expected that this year's iPhone dual-lens specifications will be upgraded, support wireless charging and glass casing, main button 掰掰, transmission support for iris recognition, and edge-to-edge design.
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