Entries by Ubiresearch

Cost Analysis (2Q, 2018)

There are two types of Cost Analysis provided by UBI Research. One is the BOM cost of flexible OLEDs produced by Samsung Display, and the other is WRGB OLED panel production cost of LG Display.   The material costs for Galaxy S and flexible OLED for iPhone produced by Samsung Display, the largest OLED maker […]

AMOLED Market Track II (2Q, 2018)

Investments by Chinese companies including BOE are continuing while Samsung Display’s investment has stopped. The substrate area for mobile devices centering on the 6 Generation line was 3.5 million square meters, up 6.4% from the previous quarter. In the smartphone OLED market, oversupply is continuing due to high panel prices. In the second quarter, there […]

AMOLED Market Track I (2Q, 2018)

AMOLED panel market of the second quarter reached US$ 65 billion. Flexible OLED market totaled US $ 3.85 billion, accounting for 59.5% of the total market. Analysis of sales by country shows that Korean companies account for 96.9% with the total sales of US$ 62.8 billion, while Chinese companies account for 3% with the sales […]