Feature: Displays Folldable phone display shipments by Chinese OLED makers


Chinese manufacturers are shaping


the competitive displays landscape By Joy Guo, Principal Analyst, Omdia’s Displays Practice


more in the pipeline. Sixteen of these handsets were manufactured by Chinese smartphone makers, with 13 of them using displays from Chinese OLED makers. Additionally, premium features found in these foldable phones’ OLED displays – including Low-Temperature Polycrystalline Oxide (LTPO) backplanes, polarizer-less technology and ultra-thin cover glass – are also supplied by Chinese and Korean OLED makers.


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The right price range With a selection of foldable phones available – such as the book, clamshell, out-fold and, now, the Z style – consumers can choose any price from $600 to $2,000. Chinese OLED makers BOE and China


28 April 2024 www.electronicsworld.co.uk


ear 2023 saw an explosion of foldable phones across all markets globally, with the launch of 19 models and


According to the business plans of these smartphone makers, the demand for foldable phone displays (excluding sub-displays) will be around 14.5 million in 2024, with Chinese OLED makers supplying at least 13 million displays to Chinese smartphone manufacturers


Star both make the foldable displays with LTPO backplane, polarizer-less technology and ultra-thin cover glass. Visionox also makes such foldable displays but without the ultra-thin glass. In the third quarter of last year,


BOE’s foldable phone display shipments reached 1.3 million, China Star’s some 500k, and Visionox’s around 350k, cumulatively reaching 3.7 million units at the end of 2023, with annual shipments standing at eight million. According to the business plans of


these smartphone makers, the demand for foldable phone displays (excluding sub-displays) will be around 14.5 million in 2024, with Chinese OLED makers supplying at least 13 million displays to Chinese smartphone manufacturers. T e foldable phones supply chain is


maturing surprisingly rapidly, and both, Chinese smartphone makers and OLED manufacturers, will upgrade their foldable phones and displays much quicker than their Korean competition.


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