Applied CEO Sees More Foldable, OLED Smartphones
Applied Materials expects smartphone OLED “to increase as a percentage of the overall market next year," said CEO Gary Dickerson on a fiscal Q3 call. He sees a continuing "conversion" to OLED in mainstream mobile devices, “and eventually innovations like…
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RGB OLED TV, foldable smartphones, all of those different areas.” OLED for Applied will be more “capital-intensive” than other technologies, he said. So as it's adopted “in more types of devices, that's good for us from a capital-intensity standpoint,” he said.