Samsung Display (pvt) said it intends to expand its line of OLED Notebook display in 2021 to include 10 models and is targeting sales of 5x the number of OLED Notebook panels it sold in 2020 as the company expects demand for notebooks to continue to expand. The initial additions will be a 15.6” OLED notebook display to be released in February, which follows up the release of a 13.3” model last year. SDC’s OLED notebook displays have been used in HP’s (HPE) Spectre x360 (~$1,200), the ASUS (2357.TT) ZenBook Pro 581 (15.6” - ~$2,200 – Dual Screen), the Razer (1337.HK) Blade Stealth 13 (~$1,999), Dell (DELL) 2020 G7 ($1,900), and the Alienware m15 R3, among others.
The first OLED based laptop was released in 2019 based on a Samsung Display OLED 15.6” screen, but have been limited to high-end models due to the higher cost of production vs. LCD displays. We have located about 25 models that were released in 2019/2020 or about to be released this year, many of which are oriented toward gaming, where the higher price ranging from ~$700 to ~$3,300, is a given. We expect SDC has accounted for almost all OLED notebook displays produced in 2020, although EverDisplay (182522.CH) is also producing small quantities and BOE (200725.CH) was expected to introduce a few OLED notebook panels last year, having shown a 14” OLED prototype in August, but has yet to enter full scale production. LG Display has produced a 13.3” foldable OLED display for Lenovo, but it seems that Samsung Display is set to dominate the space again in 2021.
While the OLED notebook market is relatively small, likely under 4m in 2020, every 13” OLED notebook panel, which is the smallest size for a laptop, uses ~72 in2 of panel capacity relative to a 9:19 6” smartphone that uses 13.9 in2, or 1/5th the capacity. If Samsun Display is able to generate sufficient volume with the new models in 2021, it can increase its rigid OLED utilization and increase its value/in2. SDC competes with a number of smartphone OLED panel producers, and while they are dominant in the flexible OLED display market, the rigid OLED display market has become increasingly more price competitive over the last two years, and higher margin products from those lines will help to increase overall OLED display margins across all of the SDC OLED fabs.
https://youtu.be/J1Od-r0k-fY?list=RDCMUCj6n9wBH-xl2lC66ohVlK7A – Samsung Display Laptop Video (ctl+Click)
The first OLED based laptop was released in 2019 based on a Samsung Display OLED 15.6” screen, but have been limited to high-end models due to the higher cost of production vs. LCD displays. We have located about 25 models that were released in 2019/2020 or about to be released this year, many of which are oriented toward gaming, where the higher price ranging from ~$700 to ~$3,300, is a given. We expect SDC has accounted for almost all OLED notebook displays produced in 2020, although EverDisplay (182522.CH) is also producing small quantities and BOE (200725.CH) was expected to introduce a few OLED notebook panels last year, having shown a 14” OLED prototype in August, but has yet to enter full scale production. LG Display has produced a 13.3” foldable OLED display for Lenovo, but it seems that Samsung Display is set to dominate the space again in 2021.
While the OLED notebook market is relatively small, likely under 4m in 2020, every 13” OLED notebook panel, which is the smallest size for a laptop, uses ~72 in2 of panel capacity relative to a 9:19 6” smartphone that uses 13.9 in2, or 1/5th the capacity. If Samsun Display is able to generate sufficient volume with the new models in 2021, it can increase its rigid OLED utilization and increase its value/in2. SDC competes with a number of smartphone OLED panel producers, and while they are dominant in the flexible OLED display market, the rigid OLED display market has become increasingly more price competitive over the last two years, and higher margin products from those lines will help to increase overall OLED display margins across all of the SDC OLED fabs.
https://youtu.be/J1Od-r0k-fY?list=RDCMUCj6n9wBH-xl2lC66ohVlK7A – Samsung Display Laptop Video (ctl+Click)
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