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Visionox completed the construction of its $1.6 billion 6-Gen flexible OLED module factory in Hefei

In 2022, we reported that Visionox announced plans to build a new $1.6 billion flexible 6-Gen OLED module production line in Hefei

According to a new report from China,the company's construction partner, China Construction First Engineering Bureau, has finished the fab construction, that has passed the completion acceptance. It's not clear what is Visionox's timeline and plans to ramp up the fab and begin actual module assembly, but this is an important milesetone for Visionox's project.

Three former senior researchers from LG Display are accused of sealing OLED trade secrerts

According to reports from Korea, three former senior researchers at LG Display are accused of passing OLED trade secrets to a Chinese panel maker. The Seoul District Prosecutor office says that the there researchers took photos of designs at LGD's Guangzhou factor in 2021 and 2022, related to large-area WOLED panel production processes.

One of the suspects started working for a large China-based display company in 2021, and he allegedly colluded with a former LG Display employee to steal large-scale OLED panel mass production technology.

Coherent received the first volume order for a 8-Gen OLED laser annealing system

Photonics-based solutions provider Coherent announced their financial results for Q2 2024, with revenues of $1.3 billion, a 9.1% increase over 2023. The rise in revenues is mostly thanks for strong demand for the company's AI-related datacom transceiver business. 

LTPS laser annealing photo

As part of the quarter results announcements, Coherent also announced that it received its first volume order for its new linebeam annealing systems for 8-Gen AMOLED fabs, used to produce IT displays for tablets, laptops and monitors.

DSCC: OLED panel shipments jumps 50% in Q2 2024

According to DSCC, OLED panel shipments increased 50% in the second quarter of 2024, compared to the second quarter of 2023. Compared to the previous quarter, shipments increased 13%. 

DSCC says that OLED tablet shipments increased 356% in the quarter compared to last year (led by Apple's adoption of AMOLEDs in its iPad Pro devices). OLED smartphone spanel shipments also 49%, while OLED TV panel shipments increased 30% from 2023.

Transforming Materials Science Through Quantum Collaboration

This is a guest post by Anastasiia Pusenkova, Quantum Application Lead at Nord Quantique

Quantum computing has seen explosive growth in recent years, offering phenomenal potential across multiple industries such as pharmaceuticals, logistics, energy and cryptography, to name a few. One of quantum’s most promising applications is simulation of materials, where advanced algorithms combined with error-corrected hardware could soon transform the entire industry.

Classically Intractable tasks

Classical computational methods i have driven scientific progress for decades, particularly in computational chemistry. However, computational demands increase significantly for larger molecules, making classical methods insufficient as they struggle with the exponential growth in the complexity of these calculations, and the resources required. This makes accurate simulations close to impossible for large chemical systems such as complex proteins, large biomolecules and advanced materials.

Samsung shows a 1.3" 12,000 nits OLED microdisplay at K-Display 2024

Samsung Display demonstrated a new OLED microdisplay at K-Display 2024, a 1.3" 12,000 nits 4000 PPI display. It is not clear whether this display is a direct-emission display, or one that uses white OLEDs with color filters.

Samsung Display's CEO, Choi Joo-seon, said during the conference that SDC will soon commercialize OLED microdisplays based on eMagin's direct-patterning deposition technology (SDC acquired eMagin in 2023). Choi says that the price of OLED microdisplays is an important differentiating factor. Last week Omdia estimated that the price of OLED microdisplays is set to decline sharply in the near future.

Voyah set to launch the all-electric Zhiyin SUV, with OLED taillights and a sliding OLED display

China-based Voyah announced that it will launch an international all-electric SUV called the Zhiyin next month. The Zhiyin was specifically developed for the global market, with two distinct front-end designs and several innovative technologies.

The Zhiyin will sport customizable OLED taillights, consisting of 33 individually controlled OLED units on both the upper and lower sections, creating unique light patterns. It is not clear whether this is optional, or whether it will come standard in all of the Zhiyin models. We assume that Yeolight is the OLED panel supplier, but we're not 100% sure.

DSCC: Almost 10 million foldable OLED panels shipped in Q2 2024, a new record high

DSCC says that shipments of foldable OLED panels reached a record high in the second quarter of 2024 at 9.8 million units - 126% higher than Q2 2023 (and 151% higher than the previous quarter). DSCC believes this will be the peak quarter in 2024, as the demand was fueled by the launch of Samsung's latest foldables, the Galaxy Z Flip 6 and Z Fold 6.

Samsung holds an almost 50% market share in foldable smartphone panels orders, followed by Huawei at 29%. Timing is relevant, as high demand follows new model shipping dates. DSCC estimates that clamshell devices have a 63% market share out of the total foldable smartphone market, with the rest taken up by in-folding devices.

Samsung Display: we develop blue OLED emitter technologies, both PHOLED and TADF based

Samsung Display's Lee Chang-hee, VP and head of SDC's research center, gave a talk during K-Display 2024, and updated that Samsung is progressing towards a next-generation blue OLED emitter technology in two tracks.

SDC is working with Universal Display, to adopt the company's blue PHOLED system. This is progressing, but SDC says that the pace is slow - indeed we heard from UDC lately that the introduction of a commercial material will take longer than expected.

LG Display to sell its last LCD fab to CSoT as the company completley focuses on OLED technology

LG Display has decided to sell its last LCD production line, as the company plans to completely focus on OLED display technology. TCL CSoT will buy the fab, in Guangzhou, China, for about $1.5 billion.

The two companies hope to complete the transaction by the end of 2024. The fab, originally built in 2014, produces LCD TV panels. 

Universal Display reported its financial results for Q2 2024, saying its blue PHOLED project takes longer than expected

Universal Display Corporation reported its financial results for Q2 2024, with revenues of $159 million (up 8% from Q2 2023 and a net income of $52 million (up from $50 million in Q2 2023). The company ended the quarter with $879 million in cash and equivalents.

UDC RGB PHOLED materials photoUDC says it believes the OLED market's trajectory is robust, and it is raising the lower end of its annual guidance, now saying that its revenues will be in the range of $645 million to $675 million.

Samsung Display reports increased demand for mobile AMOLEDs and gaming monitors in Q2 2024

Samsung Display posted its financial results for Q2 2024, with $5.5 billion in sales and $730 million in operating profit. The company says that its mobile AMOLED unit have seen sales growth, driven by solid demand for flagship products, along with effectively supporting new smartphone launches from key customers (i.e. mostly Apple).

Samsung Odyssey OLED G8 photo

SDC also saw increased sales of both IT OLEDs (mostly tablets and laptops), and gaming monitor panels. The company reported stable sales of QD-OLED TV panels. 

Reports suggest LGD was selected as Apple's second AMOLED supplier for the upcoming iPhone SE4

Earlier this year we reported that Apple has decided to sign up BOE as its AMOLED supplier for the upcoming budget iPhone SE4 (with a 6.1" AMOLED display). According to reports back then, Apple's low price target ($25) was not profitable for Samsung that decided to not supply any AMOLEDs for this iPhone model.

According to new reports from Korea, Apple now signed up LG Display to supply some of its iPhone SE4 panels - mostly backup (BOE had its issues with Apple before) and support, as BOE will remain the main panels supplier.

Next generation OLED emitter development - industry update

OLED emitter materials are the heart of the OLED device, and the materials that make the most impact on the performance of the OLED display. Most OLED displays utilize red, green and blue emitters.

U-M plasmon-excition-polariton blue OLED emitter

The efficiency of the current state-of-the-art commercial red and green OLED emitters is excellent - it is in fact close to 100% internal quantum efficiency (IQE) which means that you cannot improve much on the efficiency of the emitter itself (there's still work to be done on getting the light out of the device). Blue OLED emission is a completely different story - current commercial blue emitters suffer from very low efficiency, around 25%. This means that three quarters of the energy goes to waste. Changing to a 100% IQE blue emitter could end up improving the total display efficiency by 20-30%.

Visionox developed the world's first AMOLED driver IC with embedded RRAM

Visionox announced that together with Sheng Microelectronics and Sage Microelectronics it has developed the world's firs AMOLED device driver that is powered by RRAM memory. 

AMOLED driver IC with RRAM, vs classic design, by Visionox Sheng and Sage

All AMOLED drivers on the market use a combination of SRAM memory, OTP (one-time programmable memory) and external Flash memory (for non-volatile memory), mostly to perform the Demura compensation function. The RRAM memory enables lower cost of production, higher efficiency - and smaller area. 

Everdisplay starts installing equipment in its $825 million AMOLED module factory in Yangzhou

A few days ago, Everdisplay Optronics started to move-in equipment in its AMOLED module factory in Yangzhou High-tech Industrial Development Zone, in Jiangsu province.

Everdisplay estimates that the total investment in its new module factory will reach $825 million USD, and it will have an annual capacity of 70 million display modules - when its two lines are in operation. The construction of the factory started in December 2023.

Researchers develop a promising seqeuntially-coated stretchable OLED device

Researchers from Korea's Yonsei University developed a new highly-promising stretchable OLED device by sequential coating technique. The new device can stretch up to 70% and maintain 80% brightness after 300 cycles at 40% strain. The OLED offers a maximum brightness of 3,151 nits and a total current efficiency of 5.4 cd/A.

The researchers say that standard stretchable OLEDs (what they refer to as intrinsically-stretchable OLEDs, or is-OLED) suffer from reduced performance due to orthogonal solvent problem and also the standard lamination process may cause defects and delamination. The new technique overcomes these issues.

Omdia: OLED overtakes LCD and is now the market leading smartphone display technology

Omdia estimates that in 2024, OLED technology has finally overtaken LCD and now holds a market share of 53% in the smartphone display market. OLED penetration is expected to increase to 56% in Q3 2024.

Omdia further says that smartphone shipments have increased 5% in 2023 to reach 1.45 billion units, and the market will continue rising in 2024. 

LG Display starts mass producing 13-inch tandem laptop OLED panels

LG Display says that it has started to mass produce tandem OLED laptop panels, the first company to do so. LGD says its tandem architecture double the lifetime of its OLEDs, reduce power consumption by up to 40%, and enable up to three times the brightness.

LGD has been producing tandem OLED displays since 2019, mainly for the automotive industry. This expertise has enabled it to be Apple's main tandem OLED display suppler for its 2024 iPad Pro devices, and now to be the first one to produce tandem laptop panels. 

Reports suggest that Poongwon Precision will start mass producing 6-Gen FMM masks in Q3 2024, following approval by Samsung Display

According to a report from Korea, following several years if R&D, Poongwon Precision has finally achieved high enough FMM quality and production yields to receive an approval from Samsung Display. 

The company is now gearing up to start mass producing 6-Gen FMM sheets in Q3 2024, and expects to receive the first orders from Samsung Display in September. The company is also in talks with BOE and CSoT for the supply of FMM (although it seems that it will focus on SDC until at least 2027). 

Realme GT 6

The Realme GT 6 flagship smartphone offers a 6000 nits (peak) 6.78" 120Hz 1264x2780 LTPO AMOLED display, produced by BOE (this is the world's brightest smartphone AMOLED display). The phone also offers a Snapdragon 8s Gen 3 chipset, up to 16GB of RAM, up to 512GB of storage and a triple camera setup with two 50 MP sensors.

The Realme GT 6 will sell globally, by the end of June 2024, starting at around $780.

DSCC: OLED tablet shipments to increase 130% in Q1 2024, as Apple starts to adopt OLEDs in iPads

DSCC says that shipments of OLED for tablets in Q1 2024 rose 131% from last year, to reach 1.72 million units, as Apple started to adopt OLEDs in its iPad tablets. In fact, shipments to Apple represented 47% of all OLED shipments in the quarter (following by Huawei at 25% and Samsung at 17%). 

DSCC sees the growth continuing to accelerate - and in Q2 2024 shipments will rise to 3.9 million units, or up 333% from Q2 2023, as Apple, Microsoft, Huawei and Samsung will all enjoy an increase in OLED tablet sales. 

Zapp invests further in its SuperClean Invar 36 foil production for OLED FMM products

The Zapp Group, which will celebrate its 325th anniversary in 2026 and has launched a major new investment project with the construction of a 12,000 m² production hall for precision foil at its Unna site, in Germany.

The company has come a long way in the past few centuries. Having started in the Leppe Valley of Germany as a small forging shop, Zapp is now a leading metals supplier and one of only a few suppliers in the world that can produce ultra-thin foil from stainless steel, cobalt nickel or titanium alloys. This major investment will further expand its dimensional spectrum down to thicknesses of up to 0.015 mm and widths of up to 650 mm.

UTG glass developer Dowoo Insys plans to IPO in 2025

A report from Korea suggests that Dowoo Insys is planning to IPO in 2025. The company will list on the Korean Exchange, and it plans to file the preliminary information and documents by the end of the summer.

Samsung Galaxy Z Flip5 phone

Dowoo Insys was established in 2010, to develop glass products for the display industry. The company's main product is thin flexible glass covers for foldable displays - UTG glass - which it supplies to Samsung Display (its main customer). Dowoo does not produce its own glass - it buys flexible glass from Schott and then treats it in its own facilities. 

Motorola Edge 2024

The Motorola Edge 2024 smartphone is similar to the company's Edge 50 Fusion, but with an improved display, a 6.6" 1300 nits 144Hz 1080x2400 AMOLED display that is curved on two sides (produced by LG Display). Other specifications include a Snapdragon 7s Gen 2, 8 GB of RAM, 256 GB of storage and a dual camera setup.

The Motorola Edge 2024 will ship in the US by the end of June 2024, for $550.

Omdia: adoption of OLEDs in smartwatch applications grows to 37% of the market

Omdia says that it expects the global smartwatch display market to reach 359 million units in 2024 (up from 259 million units in 2022). OLEDs hold a 37% market share (132 million units).

Omdia says that the leading smartwatch OLED producers, in the first half of 2024, are LG Display (Apple's main supplier), Everdisplay and Tianma - which together hold a 53% market share. China-based wearable OLED production accounts to 64% of the total market.

DSCC sees 9.25 million foldable OLED panels shipped in Q2 2024, with Samsung returning to a dominant position

DSCC says that foldable OLED shipments increased 46% in the first quarter of 2024 compared to last year, to reach almost 4 million units. 

BOE was leading the market in Q1 2024, with a market share of 48% (up from 43% in Q1 2023). The two leading foldable smartphone models were Huawei's Mate X5 and Pocket 2, using panels supplied by BOE. In fact Huawei had a market share of 55% in the foldable smartphone market.

Acer Predator X27U F3 / X32 X3 / X34 X5

Acer's new summer 2024 range of gaming monitors are all based on LGD's WOLED panels. First up we have the Predator X27U F3, with LG's latest and fastest 26.5" 2560x1440 480hz 0.01 ms GtG response time OLED display. The monitor also offers Type-C USB, DisplayPort and two HDMI 2.1 ports.

The Predator X32 X3 sports a 31.5" 3840x2160 WOLED display that offers a switchable refresh rate - either 4K at 240Hz or FHD at 480Hz. The X32 X3 has a 0.03 ms GtG response time, Type-C USB, DisplayPort and two HDMI 2.1 ports.

 

Finally, we have the Predator X34 X5, with a curved (1800 mm radius) 34" 3440x1440 WOLED display, 240Hz, 0.03 ms GtG response time, Type-C USB, DisplayPort and two HDMI 2.1 ports.

Xi'an Manareco New Materials to increate its stake of Idemitsu Kosan's OLED business in China to 20%

Xi'an Manareco New Materials announced that it intends to invest around $10 million (76.4 million Yuan) in Idemitsu Kosan's China-based Idemitsu Electronic Materials. Following this investment, Manareco's stake at the company will rise to 20%. 

Xi'an Manareco says that Idemitsu plans to move most of its OLED material production to its China-based company. Manareco is a strategic material supplier to Idemitsu, and it hopes to expand its OLED intermediate business. In addition, the company is developing and supplying OLED stack materials (such as EIL, HIL, ETL and more).

Researchers develop a stretchable OLED design that utilizes hidden pixels to enable high quality images even after deformation

Researchers from Korea's KAIST, ETRI, and Dong-A University propose a new stretchable OLED display architecture, based on a 3D form that includes hidden sections that act both as active emitting areas and interconnectors. The idea is that as the OLED display is stretched, these areas pop into place and add to the emitting area of the OLED. The areas are basically hidden pixels that are only used when the display stretches.

To create this OLED device, the researchers attached ultrathin OLED films to a 3D rigid island array structure through quadaxial stretching, enabling precise, deformation-free alignment. The researchers explain that a portion of the ultrathin OLED is concealed by letting it ‘fold in’ between the adjacent islands in the initial, non-stretched condition and gradually surfaces to the top upon stretching. 

Loewe Stellar

The Loewe Steller is the company's flagship 2024 OLED TV series, available in 42, 48-, 55-, 65-, 77-, 83-, and 97-inch. Some of these models (55/65/77/83) will use LG's latest MLA 4K 120Hz 3000-nits WOLED panels. Loewe's Stellar support Dolby Vision HDR, VRR and ALLM.

The Stellar is Loewe's first TV produced at its new Germany-based module line. It will ship later in 2024, starting at around $3,600 for the 42-inch model (and up to over $20,000 for the 97-inch model).

The OLED Toolbox - all the information you need, in one place

The OLED Toolbox offers a wide array of resources, including guides, projections, analyses, content library and profound insights into the OLED industry and market. Never before has it been so easy to gain access to a complete OLED industry resource.

The OLED Toolbox can be beneficial for many use cases: tuning R&D and marketing efforts, training new employees, market intelligence, identifying partners and customers, optimizing budgets and more. 

As the OLED Toolbox is a whole new concept, the video above can help clarify its purpose, explain what it is all about, and provide details the use cases. Contact us now for more information, and to get samples from the Toolbox

LG Display teams up with Boeing and LIG Nex1 to show a next-gen aircraft smart cabin

As OLED technologies are making inroads into the aerospace industry, LG Display has teamed up with Boeing and LIG Nex1 to introduce a new aircraft smart cabin concept, utilizing the company's latest OLED displays.

The three companies started collaborating back in 2020, to realize how OLEDs can benefit aircraft interior design. For this project, LG Display developed aircraft-specific OLED panels, ensuring higher reliability and safety compared to regular OLED panels. The new smart cabin concept includes a 55" OLED panel that is installed at the aircraft entrance, curved OLED at the aircraft's ceiling, 30-inch transparent OLED panels placed in the cabin partitions, and a 27-inch OLED panel in the crew galley.

LG to supply 100,000 13" tandem laptop OLED panels to Dell

According to a report from Korea, LG Display has started to produce 13.4" tandem AMOLED panels for Dell, to be used in the upcoming 2024 XPS 13 laptop. LGD will produce 100,000 such panels for Dell at its E6 production line (the same line used to produce Apple's iPad Pro displays).

Dell XPS 16 2024 model

The tandem OLED displays will enable longer lifetimes, and also increased brightness / efficiency. Interestingly, Dell says the displays will only feature a brightness of 400 nits. The full display specification: 13.4" 3K+ (2880x1800) 60Hz 400 nits AMOLED panels. 

Displayweek 2024 - summary article and thoughts

The display industry's top conference, SID DisplayWeek 2024, took place two weeks ago in San Jose, California. This was an interesting event, and fruitful, and a good chance to see almost the entire industry in the same location. OLED is clearly the leading display technology, but it seems that there is not much new innovation, it's difficult to think of a demo or prototype or technology that we have not seen before. Next-generation technologies, mostly microLEDs and QD-ELs, were also very prominent. Here's a list of all our articles from SID:

We hope this coverage will be useful, and we also came back with some insights and data that will be incorporated into the OLED Toolbox's next edition. We also shared several videos from the event - you can view them all here

Omdia estimates that China's foldable OLED panel production will surpass Korea's in H1 2024

Omdia says that China's OLED makers have been making rapid progress with their foldable OLED capabilities, to the point that in the first half of 2024, China's production of foldable OLED panels will surpass Korea's.

Omdia predicts that in the first half of 2024, Samsung Display will produce 5.7 million panels, while China's producers will produce 6.4 million panels. The market is set to grow quickly, from 10.7 million units in 2021 to 30 million panels in 2024. The market leader remains Samsung (47% in 2024H1), followed by BOE (40%), Visionox (9%) and TCL CSoT (4%).

Visionox announces plans to build a $7.6 billion 8.6-Gen AMOLED line in Hefei

Visionox is the latest company to announce a new AMOLED production line, targeting the IT display market - laptops, monitors and tablets. The company said that it will best 55 billion Yuan (around $7.6 billion USD) to build a 8.6-Gen production line in Hefei, Anhui province.

Visionox's production line will have a monthly capacity of 32,000 substrates. The company did not share any details regarding the timeline of this project, or its financing.

GPD Duo

The GPD Duo is a dual-display laptop, that uses two 13.3" 2880x1800 AMOLED display (produced by Samsung Display), placed one on top of the other, that can also fold into a regular laptop design. When fully open, the display is similar to a 18-inch display (but is not seamless). The two screens are both touch enabled. 

GPD did not yet reveal all the specifications, nor the release date of its upcoming laptop.

Collins Aerospace and Panasonic Avionics launch a next-generation aircraft business suite with a 45-inch curved OLED display

Collins Aerospace, and Panasonic Avionics Corporation have co-developed a next-generation business class suite, called MAYA, which combines the two cmoapnies expertise in design, technology development and integration into a singular integrated solution.

The MAYA suite's centerpiece is a 45-inch curved 4K OLED display, which according to the two companies, provide "users with unprecedented immersion, customization and feature rich personalized viewing experiences". The suite is packed with lot's more technology, of course, and it utilizes recycled, reusable and plant-based materials along with a composite structures to reduce production waste.

Researchers develop novel deep blue OLED emitters based on a 5Cz-BO molecule

Researchers from the University of Science and Technology of China (USTC), in collaboration with scientists from the University of Cambridge and Beijing Information Science and Technology University developed a novel blue OLED emitter design, based on 5Cz-BO molecules, that offers highly efficient emission with a narrow emission spectrum.

The new OLED emitters incorporate multiple carbazole donor groups into the multiple resonance (MR) type electron acceptor units. This design offers narrow-band short-range charge transfer excited states and it also reduced the energy level difference between the molecule’s singlet and triplet states.

Sharp withdraws from the LCD TV market, the future of its display business is unclear

Japan-based Sharp Corp, an LCD display industry pioneer, announced that it will stop all of its large-area LCD production by the end of 2024. Sharp's Osaka-based factory was the last LCD TV fab in Japan, and it will be turned into a data center run by its subsidiary Sakai Display Products Corp.

Sharp says that its current midterm plans are strengthen its home appliances and office equipment businesses, by incorporating AI technologies. It also plans to sell its semiconductor business. Sharp says it will focus its remaining small/medium LCD display business on the automotive and VR sectors.

First impressions from SID Displayweek 2024

The display industry's premier event, Displayweek, is over. We will now collect our notes, thoughts, photos and images and will share it all in the coming days. In the meantime, we'd like to detail some initial impressions.

Generally speaking, it seems as if the display industry is going through a phase of relatively little innovation, especially with the mature LCD and OLED industry segments. While it has been a very busy week, and attendance at the event seems high, the number of actual demonstrations and prototypes was not stellar and compared to previous years, the booths were smaller and some companies skipped the event this year or preferred to only show their latest displays in private settings. Some thoughts we have:

LG Display developed a 10,000 nits OLED microdisplay

LG Display developed a new OLED microdisplay (OLEDoS) that achieves a brightness of 10,000 nits. This development is presented at SID DisplayWeek 2024. 

To achieve this high brightness, LG Display's research team used newly-developed high performance OLED materials, and also used a micro lens array (MLA) to expand the light output from the device. 

LG Electronics to discontinue its 65" rollable OLED TV, after 5 years of slow sales

In early 2019, LG launched the world's first rollable OLED device - a TV that rolls into its base. The 65" Signature OLED TV R had three viewing options - full view, line view and zero view, and was heralded as a radical new TV form factor. The OLED TV R had a high price tag (around $100,000) and obviously never attracted a large customer base.

LG Electronics now decided to stop selling the TV, and not release a new edition. It actually disbanded its small dedicated production line, and will now focus on other high-end premium TVs instead, such as the transparent Signature OLED T TV

Omdia: OLED tablet shipments to reach 35 million units in 2031

Omdia says that shipments of OLED displays in tablets are set to grow in the future, rising from around 3.8 million in 2023 to 35 million in 2031. 2024 will see a 315% jump in shipments as Apple starts to adopt OLEDs in its tablets.

Interestingly, Omdia sees an increase in adoption of a 'hybrid OLED' structure (reaching a market share of 85.1% in 2031), which the company defines as a glass-based OLED with a thin-film encapsulation. This hybrid design is lower in cost compared to a flexible OLEDs, while still achieving high performance and a thin design. 

IDC: Samsung leads the OLED monitor market, with a 34.7% market share

Samsung Electronics started selling OLED monitors in 2023, and one year later, according to IDC, it leads the global OLED monitor market, with a 34.7% market share by revenues. It also is the leader in shipments with a share of 28.3%.

Samsung Odyssey G8QNB photo

Samsung's first monitor was the 34" OLED G8, a QD-OLED gaming monitor. Since then Samsung released several new OLED monitors, and it's likely that the OLED Monitor market is set for fast growth ahead. 

Xencelabs Pen Display 16

The Xencelabs Pen Display 16 is a tablet for photographers and content creators, that offers a 16" 4K AMOLED display with a non-reflective surface and high color accuracy. It comes with two pressure-sensitive pens. The premium edition comes with a small remote that also includes a small white PMOLED (it can also be ordered separately). 

The Xencelabs Pen Display 16 will ship soon starting at $999. The small PMOLED remote costs $99.

UBI: OLED emitter materials shipments to grow at a CAGR of 7.9% to reach $2.7 billion in 2028

UBI Research says that it expects the total shipments of OLED emitting materials to reach 131 tons in 2024. The market will grow to 177 tons by 2028, a CAGR of 7.9%. In terms of revenues, the market will grow from $2.4 billion in 2024 to $2.7 billion in 2028.

UBI says that demand for OLED displays is on the rise, fueled by increased adoption in entry-level phones and IT products. 

Omdia: OLED monitor shipments to rise 123% in 2024, following a 415% jump in 2023

Omdia says that OLED monitor shipments rose 415% in 2023, and the trend will continue in 2024, with a 123% increase over 2023. Total shipments in 2024 will reach 1.84 million units, driven mostly by Samsung Electronics and LG Display.

The main market for OLED Monitors is high-end gaming, especially esports. The entire monitor market has seen a downturn in 2023 and 2023, but Omdia says the market is expected to recover slowly in 2024. 

TCL CSoT denies reports of a $8.7 billion investment in a new 8-Gen AMOLED fab

As OLED display makers are racing to launch IT AMOLED displays (for laptops, monitors and tablets), there has been recent reports that TCL CSoT has decided to build a 8-Gen AMOLED line, in a 63 billion Yuan (about $8.7 billion USD) investment.

TCL CSoT issued a statement that says that this report is inaccurate, and the company has not made a decision yet and does not have an investment plan. 

Apple announces its 2024 iPad Pro devices, with tandem AMOLED displays

Yesterday Apple officially announced its 2024 iPad Pro devices, Apple's first tablets with AMOLED displays. There are two devices, a 11" model (1668x2420) and a 13" model (2064x2752). Both OLEDs offer 120Hz and 1600 nits peak brightness - and a tandem architecture. Apple brands these displays as Ultra Retina Tandem OLEDs.

Apple iPad Pro 2024 photo

The new iPad Pro 2024 devices will ship next week, starting at $999 for the 11" model. Some of the models offer a matte finish (nano-texture glass coating).

EHD live printing at Lopec 2024 - Small drops make the difference

Notion Systems and Scrona presented the n.jet EHD system to the public for the first time during the LOPEC 2024 exhibition. The globally unique multi nozzle EHD printing system for functional materials is capable of printing resolutions of < 1 µm or materials with viscosities of up to 10.000 cP.

Today the GEN3 EHD print head offers 8 fully digital nozzles with a pitch of 100µm which will be increased to 256 fully digital nozzles by Q1/2025, outperforming conventional inkjet printing by several orders of magnitude, paving the way for additive printing in applications dominated by photolithographic process.

The company reports a great interest in its booth and demonstration. Most visitors were not aware of the EHD technology and were very impressed by the technology and its capabilities.

Make the most out of SID DisplayWeek 2024 with the OLED Toolbox

SID’s Displayweek 2024 is just around the corner, and we expect it to become another excellent display industry event – where you can meet most of the industry and see the latest display innovations, prototypes and products. DisplayWeek includes a 3-day exhibition, 4-day technical symposium, short courses, seminars, three focus conferences - and the 2024 annual meeting of the MicroLED Industry Association. And of course, many networking opportunities.

The OLED Toolbox can be an excellent tool to help maximize the event for your company, in many ways:

It can be used to screen potential companies with which you’d like to meet. The toolbox contains a spreadsheet of over 250 companies. You can filter the list (for example – only material developers, or only companies out of Germany) and learn about the company’s products, background, and get contact details.

Being properly prepared for a meeting during a tradeshow can be crucial – as most meetings are short and it is important to make a good first impression. So, once you’ve compiled a list of companies to meet, check out the OLED Library - which contains over 160 items contributed by industry companies. In the OLED Library you’ll find brochures, roadmaps, presentations, datasheets, and more. 

Two research groups show that it is possible to produce a high-performance pure blue MR-TADF OLED emitter without the need for an assistant dopant

Researchers from the Universities of St. Andrews, Kyoto and Kyushu have coincidentally developed state-of-the-art multi-resonant TADF (MR-TADF) OLED emitters, based on a helical boron-nitrogen-oxygen doped nanographene design.

In these multiple studies, the researchers have shown that it is possible to obtain deep blue, narrowband emission, very fast reverse intersystem crossing rates constants, and high-efficiency vacuum-deposited OLEDs.

China's small-to-medium OLED production surpasses Korea's for the first time

According to Sino Research, in the first quarter of 2024, small-to-medium AMOLED production in China surpassed the production in Korea, by shipments, for the first time. China's market share was 53.9%, an increase from 44.9% in Q4 2023.

The leading producer is still Samsung Display, with a 41% market share (down from 53.3% last year). BOE has a market share of 17%, Visionox 12%, CSoT 10%, Tianma 9% and LGD 6%. The mean reason for the rise in China production and a decline in Korea's is lower shipments to Apple and an increase in the adoption of OLEDs in Chinese smartphones. 

Universal Display reports excellent financial results for Q1 2024

Universal Display announced its financial results for the first quarter of 2024. Total revenues were $165.3 million (up from $130.5 million in Q1 2023), and a net income of $56.9 million (up from $39.8 million).

UDC PHOLED materials photo (2017)
UDC says it seas meaningful growth opportunities across several verticals: the IT display market, TVs, smartphones, and foldable phones. UDC raised the lower end of its guidance for 2024, now it believes it will be in the range of $635 million to $675 million.

Demand for Apple's Vision Pro is lower than expected, cuts its 2024 production plans by 50%

In February 2024, Apple started to ship its VR headset, the Apple Vision Pro, with its two Sony 1.3" 4K OLED microdisplays. According to Ming-Chi Kuo, a respected Apple analyst, the market reaction to Apple's HMD was much lower than expected, and Apple decided to slash its production plan from 800,000 units in 2024 to about 400,000. 

Apple Vision Pro

The Vision Pro has been shipping in the US only, but it seems the company prefers to cut production rather than start to ship the headsets globally - a sign that it does not expect demand to be higher outside of the US. According to Kuo, Apple is likely to cancel its plan to release a new version in 2025.

Blackview Hero 10

The Blackview Hero 10 is a foldable smartphone, that has a 6.9" 1300 nits 1080x2560 foldable AMOLED display, tested for over 250,000 folds. The phone also offers a Helio G99 chipset, 12 GB of RAM, 256 GB of storage, 4G connectivity, and a dual camera setup with a main 108MP Samsung HM6 sensor.

The Blackview Hero 10 will be the world's cheapest foldable OLED phone (replacing the Nubia Flip), starting at around $430. It is listed already at AliExpress but with a higher placeholder price, which will hopefully be soon corrected.

Korea's Great Train eXpress subway installs LGD's 55" transparent OLED displays

LG Display announced that Korea's newly launched Great Train eXpress (GTX) subway service has installed the company's 55" transparent OLED displays in the cabin windows.

This is the first subway service in Korea to install transparent OLEDs (similar projects have already been deployed in China, Russia, and Japan). The idea is that the OLEDs create a "comfortable and smart on-board experience by displaying varied content". LGD initally installed 16 OLED displays on a single train with eight cars running on the inaugural GTX line between Suseo and Dongtan. Going forward, the GTX plans to install OLED panels in all of its trains.

Seeya starts constructing its second OLED microdisplay production line in Shanghai

OLED microdisplay developer Seeya Technology announced that it is starting to build its second OLED microdisplay production line, in Shanghai. The company will start to move in and install the production equipment next month.

The new production line will have a monthly capacity of 9,000 300 mm substrates, similar to the company's first line which is already in mass production. The total cost of the new fab is expected to reach 2 billion Yuan (around $275 million USD).

Japan Display to start producing eLeap laptop displays at its 6-Gen Mobara fab, ahead of schedule

In 2022, Japan Display (JDI) announced that it has developed a "historic breakthrough in display technology" - a new OLED deposition process which they refer to as eLEAP, that is said to be cost effective and can be used to create freeform OLEDs that are brighter, more efficient, and longer lasting compared to OLEDs produced using mask evaporation (FMM).

JDI is planning to establish a 8.7-Gen eLEAP fab in China, and it is also building a smaller-scale 6-Gen eLEAP production line in Mobara, Japan. The company announced that the 6-Gen Mobara fab is advancing ahead of schedule, and production of eLEAP panels will begin before the end of 2024. JDI developed 14" laptop panels that are three times brighter than other OLEDs (at 1,600 nits), and is also targeting smartwatches, smartphones and automotive displays. JDI is also looking into adopting a tandem structure, to increase brightness even further to 3,000 nits.

Sony launches its 2024 TV lineup, with a mid-range OLED TV and a top-tier MiniLED backlit QLED

Sony announced its 2024 TV lineup, and interestingly, the top model (the Bravia 9) is a Mini-LED backlit QLED TV. The entry-level model (the Bravia 7) is also a QLED display, while the mid-range model, the Bravia 8, is based on LGD's WOLED panels.

The Bravia 8 offers 55-, 65- and 77 inch 4K WOLED panels, Sony's OLED Acoustic Surface Audio+ sound system, an upgraded XR Processor, and the creator calibration picture settings. Sony's 2024 TVs will launch in the summer of 2024.

Sentry Enterprises launches an illuminated credit card platform with a flexible OLED lighting panel produced by Konica Minolta

In 2014 Konica Minolta started constructing its groundbreaking R2R flexible OLED lighting fab. The project saw many delays and entered production later than planned, and KM started producing panels at low volume at around 2020. The company recently started to ramp up production, and today we hear of one of its first customers and partners, Sentry Enterprises.

Sentry, a fintech company, launched the Radiance card illumination platform, which enables credit card (and other payment card) issuers to offer a unique experience by using an OLED lighting panel embedded in the card. The OLED panel is produced by Konica Minolta. The card works without a battery, and the OLED panel is powered by the NFC receiver upon a transaction (a technology that was demonstrated by KM back in 2020).

The Elec: UDC's blue PHOLED material is still unstable, may delay market introduction

Universal Display Corporation has announced several times that it is progressing with its blue PHOLED material development, and it is on track to release the first commercial material by the end of 2024. In November 2023 we reported that UBI estimates that Samsung has delayed the adoption of a blue PHOLED to the second half of 2025.

UDC RGB PHOLED materials photoNow there's a new report in Korea that claims that UDC's blue PHOLED project is facing technical challenges, and UDC is still not able to achieve a long-lasting blue emitter at the right color point. It will be interesting to know whether UDC addresses this issue in its next investor conference call (May 2nd). 

Samsung's upcoming S90D OLED TV lineup will feature displays utilizing both WOLED QD-OLED panels

According to reports from Korea, LG Display requested Samsung Electronics to use its WOLED panels on the same tier as SDC's QD-OLED panels, and Samsung will use both panel technologies in its S90D OLED TV series. Samsung will likely not disclose the actual panel technology to the consumer, and will likely decide on the panel technology per region.

Samsung S90D OLED TV photo

The Samsung S90D will offer 42-, 48-, 55-, 65-, 77- and 83-inch panels. SDC only makes 55, 65, and 77-inch QD-OLED panels, and so in these sizes both QD-OLEDs and WOLEDs will be used. For the 42-, 48- and 83- models Samsung will only use WOLEDs.

LG Display to raise 970 million USD to accelerate its OLED R&D and production expansion

LG Display says it plans to issue new shares, and raise around $970 million USD. The company plans to invest this capital in its OLED business, to meet the demand for advanced displays.

LG 2024 OLED TV range launch image

LG Display's strategic plan is to increase WOLED (large-area) display production by 20% compared to 2023. It also plans to increase its small and medium sized AMOLED business, but it seems LGD has not yet committed to expand production capacity further.

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