Apple iPhone flagship series mobile phones all use OLED panels.

The picture shows the four models of the entire series of iPhone 14 launched this year.

(Photo/Associated Press)

Smartphones equipped with OLED screen panels are becoming more and more popular. Research firm TrendForce issued a report stating that with the gradual increase of OLED panels in mobile phone applications, it is estimated that the penetration rate of mobile phones using OLED panels will be about 47.7% in 2022. %, which will increase year by year in the future, and will reach 50.8% by 2023; it is estimated that it will reach 60% of the market share by 2026, covering OLED screen panels in total, including rigid OLED (Rigid OLED), flexible OLED (Flexible OLED) OLED) and foldable OLED (Foldable OLED).

In 2020, Apple launched a full series of new iPhone 12 models and began to adopt OLED panels. Other mobile phone brands have begun to expand the introduction of OLED panels in high-end models.

At present, Apple’s mobile phones only focus on the affordable and affordable iPhone SE series, which still stays on LCD panels, and the main series of flagship phones all use OLED panels.

In addition, more than half of Samsung mobile phones use OLED panels; as for Chinese mobile phone brands such as Xiaomi, OPPO, and vivo mobile phones, 30 to 40% of their models use OLED panels. The import proportion of panels is low, and other Chinese mobile phone brands plan to expand their adoption.

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The penetration rate of smartphones using OLED panels from 2018 to 2023 will reach 50.8% by 2023.

(Graph courtesy of TrendForce)

According to TrendForce analysis, in the past, Chinese mobile phone brands did not expand the introduction of flexible OLEDs. There are two main reasons for the evaluation. First, Samsung’s exclusive rigid OLEDs in the market cooperate with lower prices and simultaneously reduce the cost of the whole machine; second, it believes that The cost of flexible OLED panels is high, and the price is not approachable enough, which in turn affects the willingness and motivation of Chinese mobile phone brands to introduce flexible OLEDs.

However, when the rigid OLED exclusively supplied by Samsung is out of stock in 2021, the brand has no source of material for diversification risks, so it has started to jointly develop low-cost "Ramless (DDI) flexible OLED panels with several major OLED panel factories in China. ", greatly reducing the price of flexible OLED panels, even close to the price of rigid OLED panels.

This move will have the opportunity to greatly increase the willingness of Chinese mobile phone brands to introduce flexible OLED panels. On the one hand, it caters to China's localization strategy, increases the market share of China's domestic panels, and at the same time gets rid of the potential risk of Samsung's exclusive supply. It is reported that Chinese mobile phone brands In the future, a series of mid-range mobile phone models will be planned, with a development plan for flexible OLED panels.