We see OLED (Organic Light Emitting Display) and Oxide achieving momentum in premium IT products. Samsung showed the first global 12.3” OLED display in 2-in-1 with 6.3mm thickness and 693g weight. IT Brands like Dell and Lenovo both showed 4K OLED as their flagships. Samsung has started to become successful in OLED by expanding to larger sizes for IT products. Unfortunately, HP did not exhibit OLED in its high premium products at CES. HP showed its 13.3” OLED 2-in-1 as a premium product. The advance of OLED is brings lighter displays, slimmer borders, 100%NTSC compatibility and improved response times between 1 and 2ms. Moreover, we see Oxide as a second momentum technology which is supporting a trend to UHD resolution with Adobe RGB (99%NTSC). It has been adopted by Dell, Lenovo and Gaming Brands for their UHD premium notebook models. The advance of Oxide is saving more power consumption in UHD resolution rather than OLED and normal a-Si TFT-LCD.
The exciting demonstrations from CES 2016 saw companies choosing either OLED with its slim form factor and the fastest response time or Oxide technology with its power savings with high resolution. These technologies enable great potential for PC brands to create different and innovative IT products. In the comparison between Oxide and OLED technology, we believe Oxide will focus on 2-in-1 and tablets with its power saving and long battery life while OLED will be adopted mainly in gaming series platforms and larger size notebooks with larger battery space.
Read more about this topic in the IHS Special Report: Displays at CES 2016