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Technology Stocks : OLED Universal Display Corp
OLED 94.050.0%Apr 20 8:00 PM EDTNews

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To: litespeed2011 who wrote (14100)1/3/2018 1:56:26 PM
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Interesting article that talks about whether OLED's are worth the premium. This section on Samsung seems apropro considering the current discussions about the next licensing contract.

displaysupplychain.com



All of this leaves Samsung Display in an enviable position in the industry, as the only company with the capability to produce large volumes of flexible OLED displays. They can charge a substantial price premium for their phone displays (DSCC understands that the iPhone X display, inclusive of touch and cover glass, costs $120, compared to $55 or less for the comparable iPhone 8 Plus) and build volume and experience while the rest of the industry struggles to make a few (a few million, which is still a tiny portion of the smartphone market). DSCC’s Quarterly OLED Supply/Demand and Capital Spending Report quantifies just how big an advantage this is, as shown in Figure 3.


Figure 2: Rigid OLED Unit Share of Smartphones by Brand
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Source: DSCC Quarterly OLED Shipment and Fab Utilization Report
Figure 3: OLED Smartphone Panel Output by Manufacturer, 2016-2022
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Source: DSCC Quarterly OLED Supply/Demand and Capital Spending Report
While Samsung’s share of OLED panel output is expected to fall from 96% in 2017 to just over 50% in 2022, its share of revenue will be higher since Samsung will be making larger screens with more complex form factors, and its share of profits may approach or even exceed 100% of the industry.

With the huge capacity expansions taken in 2017 in their A3 and A4 fabs in Tanjeong, Samsung has decided to delay its A5 expansion there. As of October 2017, they had planned four phases of A5 for installation in 2018, and as of today they plan only the first phase installed in October of this year, with additional phases in later years. They have apparently decided to keep OLED panel prices high, and realize that they have enough capacity to meet market demand.
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