Holy Rollers
There were a number of such devices and displays ‘unveiled’ at CES this year, although most have either an indefinite timeframe for release, ranging from ‘soon’ to ‘?’, despite some specs that at least give some idea as to how large the display/device will be. The Oppo (pvt) X2021 has a 6.7” display that extends to 7.4” and comes in 5 colors (whenever it comes out), and is powered by a Mediatek (2454.TT) processor. LG introduced the “LG Rollable”, again with a screen size of 6.8” that extends to 7.4”, and while Samsung did not actually show a rollable smartphone to the public at CES, they have been engaged in a rollable development program for years and have shown mock-ups to customers. The most recent Samsung iteration, which was detailed in IP filings, is a slider that pulls out in order to enlarge the careen. Huawei (pvt) has also teased a number of times and many mock-ups have been ‘suggested’ by designers, although no real devices have surfaced.
Samsung is the only smartphone brand to have promised to have a smartphone sixed rollable device out this year, and is likely a step ahead of most OLED panel suppliers in developing the necessary production techniques given their experience in producing flexible OLED displays, but despite the fact that there is not market for small rollable displays yet, the competition has already emerged. Aside from the names mentioned above, some of whom are both smartphone brands and display producers, China’s BOE (200725.CH) has been working to develop rollable OLED displays, and is rumored to be a partner with LG in development. TCL, subsidiary Chinastar has also been developing same as has Tianma (000050.CH), who has been working on flexible OLED displays for a number of years. While we don’t see much in the way of product this year, at least at a reasonable price, by mid- 2022 we expect to see actual product from a number of smartphone brands, and maybe one day we will get the fully rollable display that pulls out of a cylinder that we have been hoping will appear for many years.