Smartphones with ‘self-healing’ displays will arrive within five years, analysts predict
A Samsung Galaxy S23 Ultra smartphone.
SeongJoon Cho | Bloomberg via Getty Images
Smartphones with displays capable of repairing themselves could start appearing on the market by 2028, according to analyst firm CCS Insight.
In its roundup of top tech predictions for 2024 and beyond, CCS Insight said that it expects smartphone makers to begin producing phones with “self-healing” displays within five years. The way this could work is by incorporating a “nano coating” on the surface of the display that, if scratched, creates a new material that reacts when exposed to air and fills in the imperfection.
“This is not in the realms of science fiction, it can be done,” Wood told CNBC on a call earlier this week. “I think the biggest challenge with this is setting expectations correctly.”
Companies have been talking about smartphone display technology that can be self-repaired for several years now.
LG, the South Korean consumer electronics giant, was touting self-healing technology in its smartphones as far back as 2013. The company released a smartphone called the G Flex which featured a vertically curved screen and a “self-healing” coating on the back cover. It didn’t explain how exactly the technology worked at the time.
“There’s some new technologies that people are working on right now that looks as though this could become something that people have another go with. We’re not talking about smashed screens miraculously coming back. This is all just little cosmetic scratches,” Wood told CNBC.
A few other phone makers have touted self-healing materials in smartphones. In 2017, Motorola filed a patent for a screen made from a “shape memory polymer” which, when cracked, repairs itself. The idea is that, when heat is applied to the material, it heals over the cracks.
Meanwhile, Apple also previously secured a patent for a folding iPhone with a display cover that would fix itself when damaged.
Still, the technology is yet to be found in a commercially successful handset. And there are a few barriers to launching such phones at a mass scale.
For one, companies require lots of investment in research and development to ensure they can identify new innovations in smartphone screens. Cash is also required to market and sell the phones in big volumes — and ensure consumers are actually properly informed about what level of damage in the phones can be fixed without any manual intervention.
Wood jokingly said he fears that tech tear-down enthusiasts like the popular YouTuber JerryRigsEverything will take a knife to test their self-healing capabilities. This, he says, isn’t the point of self-healing devices. Rather, it’s about technology that can make minimal repairs to the surface of its own accord.
Phone makers are getting more and more inventive when it comes to display technology. At the Mobile World Congress in Barcelona, Motorola released a rollable concept smartphone that extends vertically when pushed upward.
Samsung is pretty far along in the journey toward commercial smartphones with more advanced displays, with its folding Galaxy Z Fold 5 and Z Flip 5 phones now capable of folding hundreds of thousands of times over their lifetime.
HTC could exit VR market by 2026
Separately, CCS Insight also predicted that Taiwanese tech giant HTC will bow out of the virtual reality industry by 2026.
HTC was a pioneer in the smartphone market, responsible for several models which broke the mould in terms of design, performance and functionality. The company’s HTC Hero, HTC Legend, HTC Desire and HTC One were among some of the leading Android phones.
But in 2017, HTC more or less exited the smartphone market and sold its handset business to Google, which has since gone on to aggressively expand its drive into consumer hardware with its Pixel range of devices and Nest smart home products.
HTC has largely staked its future on the merging of virtual and physical worlds. In January, the company launched its Vive XR Elite device, a lightweight headset focused on gaming, fitness and productivity, at a $1,099 price point.
CCS Insight thinks that the firm will quit the VR space due to dwindling revenues and growing competition from Meta, Sony, and, more recently, Apple.
“HTC was one of the pioneers of VR, they’ve done a lot there,” CCS Insight’s Wood said. “But they have kind of struggled to compete, because they haven’t gone for the race to the bottom on price, whereas Meta, with Quest, have been prepared to take very aggressive pricing — almost just above cost pricing — to drive adoption.”
HTC “may get a little bit of an uptick with Apple coming into the space as it’s kind of renewed interest in the category,” Wood continued. “But, ultimately, we think it’s hard for them to stay in it. So we’re predicting that by 2026, they’ll exit the market, and they’ll sell their IP [intellectual property] to some of the other players who are bigger in the space.”
Apple takes control of second-hand market
CCS Insight also predicted that Apple will seek to gain more direct control over the second-hand smartphone market to avoid the growing popularity of second-hand devices denting sales of new iPhones.
Apple may do this by encouraging customers to trade in their phones with the company directly, rather than relying on third-party marketplaces like PCS Wireless; or by incentivizing carriers to give in their old phones to get credits to offset the cost of buying a new iPhone, the firm’s analysts said.
Apple could also start focusing on a “verified” system for grading refurbished iPhones, in order to encourage quality secondhand devices, according to CCS Insight — reinforcing the move in the technology industry toward more “circular” products that can be repaired and resold to avoid electronic waste.
CCS Insight estimates iPhone accounts for around 80% of the organized secondary smartphone market.
Alexandr Wang, CEO of ScaleAI speaks on CNBC’s Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 23, 2025.
Gerry Miller | CNBC
Scale AI founder Alexandr Wang told employees in a memo on Thursday that he’s leaving for Meta, confirming reports from earlier in the week about his departure and a large investment from the social networking company.
Meta is pumping $14.3 billion into Scale AI as part of the deal, and will have a 49% stake in the artificial intelligence startup, but will not have any voting power, a Scale AI spokesperson said.
“As you’ve probably gathered from recent news, opportunities of this magnitude often come at a cost,” Wang wrote in the memo that he shared on X. “In this instance, that cost is my departure. It has been the absolute greatest pleasure of my life to serve as your CEO.”
Scale AI is promoting Jason Droege, the chief strategy officer, to the CEO role. Droege was previously a venture partner at Benchmark and an Uber vice president.
A small number of Scale AI employees will also join Meta as part of the agreement, Wang wrote.
A Meta spokesperson confirmed that the company has finalized its “strategic partnership and investment in Scale AI.
“As part of this, we will deepen the work we do together producing data for AI models and Alexandr Wang will join Meta to work on our superintelligence efforts,” the spokesperson said. “We will share more about this effort and the great people joining this team in the coming weeks.”
Meta’s big bet on Wang fits into CEO Mark Zuckerberg’s plans to bolster his company’s AI efforts amid fierce competition from OpenAI and Google-parent Alphabet. Zuckerberg has made AI his company’s top priority for 2025, but has grown increasingly frustrated with his team, particularly as Meta’s latest version of its flagship Llama AI models received a tepid response from developers, CNBC reported earlier this week.
Although Zuckerberg has traditionally placed long-standing employees into high-ranking position, he decided that the outsider Wang would be better suited to oversee AI initiatives deemed crucial for the company.
Scale AI counts a number of Meta rivals as customers, including Google, Microsoft and OpenAI. Meta is one of Scale AI’s biggest clients.
The Scale AI spokesperson said that Meta’s investment and hiring of Wang will not impact the startup’s customers, and that Meta will not be privy to any of its business information or data.
Larry Ellison, Oracle’s co-founder, chief technology officer and chairman, at right, and U.S. President Donald Trump share a laugh as Ellison uses a stool to stand on as he speaks during a news conference in the Roosevelt Room of the White House in Washington on Jan. 21, 2025. Trump announced an investment in artificial intelligence (AI) infrastructure and took questions on a range of topics including his presidential pardons of Jan. 6 defendants, the war in Ukraine, cryptocurrencies and other topics.
Andrew Harnik | Getty Images News | Getty Images
Oracle shares soared 13% on Thursday to a record close, after the database software vendor issued robust earnings and a strong forecast, fueled by growth in cloud.
Revenue climbed 11% year over year during the fiscal fourth quarter to $15.9 billion, topping the $15.59 billion average estimate, according to LSEG. Adjusted earnings per share of $1.70 exceeded the average analyst estimate of $1.64.
“All told, ORCL has entered an entirely new wave of enterprise popularity that it has not seen since the Internet era in the late 90s,” Piper Sandler analysts wrote in a note to clients. The firm was one of several to lift its price target on the stock, raising its prediction to $190 from $130.
Oracle has been making headway in the cloud infrastructure market to challenge Amazon, Google and Microsoft. It’s still small by comparison, with $3 billion in cloud revenue during the May quarter, compared with over $12 billion for Google, which counts productivity software subscriptions and cloud infrastructure sales when reporting cloud metrics. But Oracle’s business is growing faster.
Future expansion can also come from sales of Oracle’s database on clouds other than its own.
“The growth rate in multi-cloud is astonishing,” Oracle Chairman Larry Ellison said on Wednesday’s conference call with analysts. “In other words, our database is now moving very rapidly to the cloud, I think because – a few reasons, because the database has now all these AI capabilities, but also, quite frankly, now people can get it in whatever cloud they want.”
Remaining performance obligations, a measurement of money that’s expected to be recognized as revenue in the future, sat at $138 billion, up 41% from a year earlier. Oracle CEO Safra Catz said RPO will likely more than double in the 2026 fiscal year, which ends in May 2026. Revenue for the new fiscal year should come in above $67 billion, she said. That’s higher than LSEG’s $65.18 billion consensus.
Gains from OpenAI’s Stargate artificial intelligence data center project, targeting $500 billion in investments over four years, are not yet included in forecasts.
“If Stargate turns out to be, everything is advertised, then we’ve understated our RPO growth,” Ellison said.
For fiscal 2029, revenue should be above the $104 billion target the company set in September, Catz said.
Still, the company faces the challenge of meeting client demand in cloud.
“Demand continues to dramatically outstrip supply,” Catz said, though she added that the company isn’t having trouble sourcing Nvidia graphics processing units.
Analysts at RBC, who recommend holding the stock, raised their price target to $195 to $145. But they noted that, “with the backdrop of continued capacity constraints, we struggle to see a path to meaningful acceleration in the near term.”
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