What They Say
Digitimes Research reported on some deals in the smartphone supply chain for flexible OLEDs. It said that Samsung Display’s new 1500 cd/m² E4 display has helped the firm to sell more into Chinese handset brands. However, it said that
- Honor’s first handset after the Huawei spin-off, the V40, uses OLED panels from BOE and Visionox. It is buying some flexible OLEDs locally.
- ZTE is said to have been a Visionox customer since 2017 and buys some flexible OLEDs from Chinese makers
- Xiaomi is buying the E4 panels, but is also said to be buying from CSOT for its 10S model
What We Think
I must say that I’m a bit disappointed that we haven’t seen anything, yet from Ray Soneira on the new Samsung panels. I rely on him for an expert view! I have asked him…. (BR)
