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According to a report from Korea, for the past two months BOE has been suffering from disruptions at its B11 AMOLED production line, which is where BOE produces smartphone AMOLED displays for Apple's iPhones. The production line started having quality issues at some of the processes, and BOE halted production already in November 2025. According to the report, Apple has been forced to transfer an order of millions of iPhone OLED panels to Samsung Display, as BOE simply could not deliver...
The following is a guest post by Sri PeruvembaHere are a few impressions from CES this year, written for my friend Ron Mertens, while my feet are mostly recovered and catching up from being gone for a week.CES was good for me. A few years ago, the show gave me a 25th-anniversary badge, which was both flattering and a reminder that I’ve been doing this for a long time. Despite a reported ~5% increase in attendance, the show actually felt less crowded than last year, probably because it ...
Samsung Display announced that it is supplying the OLED displays for Zeekr's latest 9X SUV. The new car uses three different OLED displays. Both the driver information display (CID, not the instrument cluster) and the passenger information display (PID) use a 16' AMOLED display. The third display is a 17' AMOLED, that is mounted on the ceiling, and it can 'slide' up and down, as can be seen in the image above. Samsung said this display was jointly developed together with Zeekr - and th...
Omdia says that 817 million smartphone AMOLED panels shipped in 2026, and the company expects shipments to decline to 810 million in 2026, which will make it the first decline in OLED shipments after three years of growth. Omdia says that the reason for this decline will be the shortage of memory supply, which causes a rise in memory prices, which in turn will cause smartphone vendors to reduce orders for OLED panels in 2026, instead opting for lower-cost LCDs in order to offset the hi...
Samsung Display Corporation stands today as the world's dominant OLED panel manufacturer, commanding approximately 40% of global OLED revenue and producing around 500 million AMOLED panels annually. SDC’s OLED business is as profitable as the entire display industry together, if not more. This remarkable position represents the culmination of more than two decades of strategic investments, technological innovation, and calculated risks that began when OLED technology was still in its i...
Sony announced today that it plans to spin-out its TV and home audio business to a separate entity. Sony has partnered with China-based TCL that will hold a 51% stake (Sony holds the rest of the company). The new company will continue to use the Sony and Bravia brands. Sony said that the new JV will be a global company, and will handle the full process from product development and design to manufacturing, sales, logistics, and customer service for its TV and audio products. The stateme...
China-based display driver IC designer Viewtrix Technology is set to IPO at the Hong Kong stock exchange (Main Board), and as part of the process, the company has disclosed its financial performance and market position.The company estimates that it is China's leading AMOLED display driver IC producer. In the OLED microdisplay backplane market, it ranks second in the world, holding a 40.7% global market share (the company quotes market information from Frost & Sullivan). Viewtrix shippe...
