What They Say
Digitimes Research (DR) said that it expects the value of small/medium OLED sales by Samsung Display and LG Display will hit $9.4 billion in Q4, up 46.2% sequentially and 31.2% on a year ago. In 2021, OLED-based models are expected to account for 40% of global smartphone shipments, said Digitimes Research.
In response to increasing demand, Samsung Display has expanded its monthly flexible OLED module capacity to 900,000 units in the second half of 2020.
DR said that it expects Apple to join the foldable phone market in 2022.
What We Think
I shouldn’t be surprised, but the scale of the small/medium market still amazes me! (BR)
Apple foldable concepts from iOS Beta News https://tinyurl.com/y9vjkxy8
