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April 28th, 2017

4/28/2017

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BOE shows latest flexible display

Shanghai based BOE (200725.CH) has shown an updated 7.8” flexible OLED display at a technology exhibition in China, and while we have seen innumerable flexible displays at shows over the last few years, we have yet to see any such technology applied commercially, including BOE’s.  That said, there have been significant improvements in flexible OLED technology and significant flexible OLED capacity is being built to enable new applications, particularly in the mobile market. But we believe the applications for flexible displays are far more widespread than mobile devices, particularly in the digital signage area.  Being able to create a display that follows a complex surface, especially a display that is actively providing real-time information, is a dream of advertisers everywhere, and applications for public spaces, such as airports or subways are endless, as are the commercial retail applications in brick-and-mortar settings.
The BOE device, and we do not single it out for any reason other than it was just exhibited, is based on an LTPS backplane with an OLED display that is .24mm thick (normal human hair is between 0.06 and 0.08mm), and can be used open as a tablet, or folded to smartphone size.  The company gave no indication as to the timeline for commercialization, although we expect to get a bit more information at the upcoming SID show next month.
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BOE 7.8" Flexible OLED Display - Source: Ofweek
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BOE 7.8" Flexible OLED Display - Source: Ofweek
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Available OLED Capacity - Rigid vs. Flexible - Source: SCMR LLC, OLED-A, Company Data
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