Flexible displays – University challenge

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Flexible displays are hard to make and mostly useless.

  • The latest innovation around flexible screens has been announced by the Queen’s University Human Media Lab in Canada which uses the flexing of the screen as a method of command input.
  • A flexible LG OLED display has been combined with sensors and can detect to what the degree the screen is being flexed.
  • The headline example is using the flexing of the screen to flick through the pages of an ebook which is very similar to what a user would do with a paperback.
  • The paperback has the obvious advantage being readable in bright sunlight and infinite battery life.
  • The researchers also demonstrate using the device as a regular touch screen smartphone.
  • This is all well and good but I suspect that we are still very far from seeing flexible panels hitting the mainstream.
  • Samsung and LG have had fully flexible, virtually indestructible panels for years but to date, only the most basic curved and flexible panels have made it to the market.
  • There are two main reasons for this.
    • First. These devices are quite difficult to make meaning that a meaningful number of the panels fail quality tests and have to be thrown away.
    • This makes mass production prohibitively expensive and the premium that the maker would have to charge for the panel is so high that the user won’t pay for it.
    • RFM research indicates that Samsung and LG are continuing to wrestle with this problem but that little progress has been made.
    • The fact that there is no demand in the market for these devices (see below) has also not enticed them to expedite solving the mass manufacturing problems.
    • Second. No one has really come up with a decent use case for a flexible screen to date.
    • This problem is so acute that I understand that even Samsung had problems in rustling up interest for its curved and flexible displays from device manufacturers.
    • I have long been of the opinion that a major use case for this technology is a display carried on a phone form factor that can be unfolded or unrolled to give a display of 10-14 inches.
    • This would obviate the need to ever have a tablet and I think could kill the market overnight.
    • Unfortunately, the technology to make screens to this specification is still not ready and while simpler versions languish, I suspect that this will remain on the shelf.
  • The net result is that flexible displays are cool to see for the first time but do very little to improve the use case of the device.
  • Consequently, I suspect that flexible displays will not be making any impact on the device or ecosystem economics anytime soon.

RICHARD WINDSOR

Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.