According to Taiwan-based Topology Research Institute, Sony, Oculus and HTC will continue and dominate the VR market in 2019. Sony will continue to be the leading VR vendor, with sales of its HMD to grow 10% in 2019 to reach 2.2 million units.
The second largest will be Oculus Rift, which will see a surge of 80% in shipments to reach 1.7 million in 2019. HTC will also see a nice sales increase of 33% and the Topology expects HTC to ship 800,00 VR HMDs in 2019. In total, Topology expects the market to grow 29% to reach 6 million units in 2019.
The Xperia XZ3 is a high-end smartphone that features a curved 6" QHD+ 1440x2880 (537 PPI) LG pOLED display, a Qualcomm Snapdragon 845 chipset, 4 GB of RAM, 64GB of storage, microSD slot, Dual-SIM (optional) and a 19Mp 4K HDR camera.
Sony's AF9 is a consumer reference-quality OLED TV, available in 55" and 65". The 4K WRGB TVs include Sony's latest technologies, including the X1 Ultimate Picture Processor, Pixel Contrast Booster, and an automated calibration mode. The TVs include a dedicated Netflix Calibrated Mode.
Display Supply Chain Consultants (DSCC) says that in Q1 2018 OLED revenues dropped 33% compared to Q4 2017 (but grew 39% compared to Q1 2017) and amounted to $5.9 billion. DSCC says that OLED revenues will decline further in Q2 2018 but will recover in the second half of 2018. Full-year revenues are expected to reach $26.95 billion, while the market will reach $57.2 billion by 2022.
Samsung Electronics was the top OLED customer in the first quarter, and together with Apple (#2) the two companies consumer 79% of all OLED panels by revenue.
Sony only started to ship its 2018 AF8 OLED TVs last month, but apparently the company is already getting ready to release its next-generation OLEDs. Sony accidentally listed some new models on its support website - including the XBR-55A9F and the XBR-65A9F.
The page has been already removed, and we don't really know whether these new TVs are real, or maybe these are just future 2019 model numbers.
Sony launched a new OLED microdisplay, the ECX339A, which has the world's smallest pixel pitch (according to Sony) at 6.3um. The 0.5-inch microdisplay's resolution is 1600x1200 (UXGA) and it supports a frame rate of up to 240 fps. The maximum brightness is 1,000 nits.
Sony already started sampling this new microdisplay in January 2018, and mass production is planned for November 2018. The price of each sample is ¥50,000 - or about $460 USD.
The Nikkei Asian Review reports that LG Display aims to increase its OLED TV production capacity to 10 million units by 2021 - which is six times its capacity in 2017 (1.7 million). Next year LGD aims to produce around 2.8 million OLED TVs. LGD's investment in new OLED TV capacity will reach $18 billion by 2020.
LG Display is enjoying a surge in demand for OLED TVs, and OLED TVs sales account for around half of its high-end TV sales (TVs with a price tag of over $2,000). In 2018 OLED's share in LGD's premium TV panes will grow to 70%. LG Display is confident it could even sell 20 million OLED TV panels each year, if it could make them. LG is "betting all on OLED" and minimizes its LCD investments as much as possible.
Sony's announced the prices of its new 2018 OLED TV, the AF8. The 55" model will retail for $2,800 while the 65" one will cost $3,800. The AF8 will ship soon in the summer. You can pre-order now at Amazon.com, although prices are higher by around $500 then Sony's official price.
The AF8 is a premium TV series (55-inch / 65-inch) that feature Sony's X1 Extreme picture processor, Sony's Acoustic Surface tech and Google and Amazon voice recognition technologies.
According to Business Korea, LG Display signed an agreement with Sony to supply it with flexible pOLED displays for future Sony smartphones. Sony is not a major smartphone player globally, but in Japan it holds 14.9% of the market (second only to Apple).