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alephnerd 2 days ago

LCDs (IPS and VA) still represent over 70% of the global display market. Cars, refrigerators, toys, etc all still use LCD displays.

OLED is still overwhelmingly Samsung and LG, but OLED demand only represents around 5-7% of total display demand.

FirmwareBurner 2 days ago | parent [-]

>OLED is still overwhelmingly Samsung and LG

Have you heard of BOE?

alephnerd 2 days ago | parent [-]

Yes. But they are still in the 10-15% range today for OLED market share, and their access to external markets is limited due to their IP infringement on Samsung.

The recent ruling Samsung got from the US ITC is similar to litigation they are conducting globally against BOE.