The COE Pi-OLED may be generally adopted in foldable smartphones, thanks to the production yield rate improvements from Chinese panel makers.
September 22, 2023
Key Takeaways:
- Since the introduction of COE (Color Filter on Encapsulation) Pi-OLED panel in Samsung in-folding smartphone in Y2021, this innovative technology has marked a significant development in the foldable smartphone market.
- With notable improvements in the yield rate of COE panel production, we check that COE technology may become a common specification for foldable smartphones starting in Y2023.
- Based on our checks, CSOT's COE Pi-OLED panel has been integrated into Motorola's clamshell smartphones in 2Q23 and may be undergoing qualification for use by Transsion and Xiaomi.
- Additionally, BOE's COE Pi-OLED panels have been also adopted by Huawei and OPPO and may further be utilized by vivo in end-Y2023.
- As for SDC, it may continue to supply its COE Pi-OLED panels to existing brands, including Samsung, Xiaomi, OPPO, vivo, and Google.
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Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
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