Advanced mobile devices drive Display segment growth
The demand for increasingly high-resolution, power-efficient display screens for mobile devices is increasing quickly, as the above chart shows. It should be a major growth driver for the Display segment. Screen resolution is an important differentiator in the selection of devices and appliances, leading to significant growth in high-definition screens.
Until a few years ago, most LCDs used transistors made with amorphous silicon. However, as displays evolve to higher densities, LCD manufacturers are pressured to switch to higher mobility polysilicon transistors in order to scale to smaller dimensions at low power levels. The retina display on Apple’s (AAPL) iPhone was fabricated with low-temperature polysilicon (or LTPS). Samsung (SSNLF) followed the same design for its OLED displays. The company expects multiple Gen 6 LTPS factories to be built in the next year or two to support this demand.