Cloud gathers on Samsung OLED business

14 May, 2014

Samsung is in catch 22 situation on their OLED business

Chinese are catching up with AMOLED mobile display panel

LG is in OLED TV mass production but Samsung in trouble

Samsung isn’t just failing on OLED but also on flexible display

Flexible display will become a true technical disruption

Source: Gartner, http://www.gartner.com/newsroom/id/2408515

Materials and System internal estimation

SmartphoneTablet

Notebook

Phablet

Mobile Devices Market 2013 Flexible Display Mobile Device Market

Smartphone with

flexible display

Notebook

Convertible

PC??

Convertible

PC

Flexible display evolves into more disruptive form factors

Flexible Display Roll-able Display Foldable Display

•On curved surfaces

•Wearable computers

•Mass production stage

•LGD, Samsung & etc

•True technical disruption

•Barrier breaker between

Smartphone and tablet

•To be mass produced

•Material technical disruption

•Barrier breaker between

Smartphone and notebook

•To be mass produced

Will Samsung keep their dominant position in future?

After charismatic Samsung leader gone, it is highly unlikely

What Materials and System is doing

Materials and System’s Conductive Nanofiber

Revolutionary technology

Mass production ready

Materials and System has pilot and production facility

Patented eHybrid pilot system Exiting production facility

Tel: 408-519-2267

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Skype: jayhah7

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