The OLED-Info weekly newsletter

Published: Tue, 05/16/23

Weekly OLED industry and market news
 
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The OLED-Info newsletter (May 20, 2023)

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Visionox new ViP OLED technology uses photolithography-based patterning to increase display performance

Visionox is introducing a new OLED production technology, called Visionox Intelligent Pixelization (or ViP for short) that enables higher-density display production, at over 1,700 PPI.

The idea behind ViP is to replace the fine metal mask (FMM) method with photolithography-based pixel patterning. The process offers several advantages, mainly the increase of aperture ratio to almost 70% (Visionox says the currently reach 69%). FMM methods usually achieve up to 30%, which means that brightness, efficiency and lifetime can all be increased.

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A slowdown in Apple's laptop sales may delay Samsung's and LG's investment in OLED IT production lines

Samsung Display and LG Display are both gearing up to build 8-Gen AMOLED production lines, aiming to supply Apple (and others) with OLEDs for IT devices - laptops and tablets, mostly. Last month Samsung announced that it will convert an existing LCD line in Asan to OLED production, with an estimated cost of $3.1 billion

Samsung Display 8-Gen IT OLED line slide (2022-08)

According to a new report from Korea, the slowdown in Apple's laptop sales is a cause of worry for the OLED producers, who have delayed the plans to build the new fabs, and delayed equipment orders. The main problem for the OLED makers is that the slowdown in Apple's sales may drive Apple to want to low the price of the laptop displays, which would put a stress on the profitability of new OLED fabs.

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Our Perovskite for Displays Market Report updated to May 2023

We're happy to announce an update to our Perovskite for the Display Industry Market Report. This market report, brought to you by the world's leading perovskite and OLED industry experts, is a comprehensive guide to next-generation perovskite-based solutions for the display industry that enable efficient, low cost and high-quality display devices. The report is now updated to May 2023, covering the latest updates from the industry and academia.

Reading this report, you'll learn all about:

  • Perovskite materials and their properties
  • Perovskite applications in the display industry
  • Perovskite QDs for color conversion
  • Prominent perovskite display related research activities

The report also provides a list of perovskite display companies, datasheets and brochures of pQD film solutions, an introduction to perovskite materials and processes, an introduction to emerging display technologies and more

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A new version of OLED-Info's Transparent OLED and MicroLED Market report released

Today we published a new edition of our Transparent OLED and MicroLED Market Report, with all the latest updates from this exciting market and industry.

Reading this report, you'll learn all about:

  • Transparent OLED and MicroLED properties and advantages
  • The transparent OLED and MicroLED industry
  • What kind of transparent OLEDs are currently on the market
  • The transparent OLED lighting market

The report package also provides:

  • Transparent OLED display product listing
  • A guide into buying transparent OLEDs
  • The main challenges towards transparent displays
  • Free updates for a year

This transparent displays market report provides a great introduction to transparent OLED and MicroLED technologies and covers everything you need to know about the market and industry now and in the future. This is a great guide for anyone who's thinking about adopting transparent displays in their products or that wants to understand this industry and market throughout.

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eMagin reported revenues of $6.6 million for Q1 2023

OLED microdisplay maker eMagin reported its financial results for Q1 2023, with revenues of $6.6 million (a decrease of 11% from last year). Net loss for the quarter was $2.6 million, down from an income of $0.1 million in Q1 2022. At the end of the quarter, eMagin had cash and equivalents of $3.8 million. 

eMagin XGA096 OLED-XL photo

eMagin says that the decrease in revenues is mostly attributed to late deliveries resulting from unexpected production downtime at one of the company's legacy tools and the timing of military orders. The company's total sales backlog remained at $16.0 million, comparable to the end of Q4 2022.

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China's largest OLED substrate glass production line to reach mass production in August 2023

China's largest OLED substrate (carrier) glass production fab has initiated production, with full production is expected by August this year.

This is the first phase of the production hub planned at the Weifang Optoelectronics Display Materials Industrial Park, in Shandong province. Total investment in this line was 1.4 billion yuan (around $200 million USD), and the construction of the 2nd phase in this project has now started as well. The total investment in the four planned production lines will reach around $720 million USD. 

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OLED-Info publishes a new edition of its Graphene for Displays and Lighting Market Report

Today we published a new edition of our Graphene for Displays and Lighting Market Report, with all the latest information. Graphene has high potential to improve OLED and MicroLED displays and can be used to enhance displays backplanes, electrodes, emitters and more. In addition graphene can increase efficiency in OLED lighting devices and improve designs.

Reading this report, you'll learn all about:

  • Graphene applications in LED and OLED lighting
  • Graphene's adoption as a backplane for AMOLEDs
  • Transparent graphene electrodes
  • Graphene-based encapsulation development

The report package also provides:

  • Graphene companies involved with display and lighting
  • An introduction to graphene
  • An introduction to lighting and displays
  • Details about graphene for QDs, lasers and thermal foils

This market report provides a great introduction to graphene solutions for the display and lighting markets, and covers everything you need to know about graphene technologies in these niches. This is a great guide for anyone involved with the displays and lighting.

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Samsung Display starts ordering equipment for its 8.6-Gen IT OLED production line

According to report from Korea, Samsung Display has established a dedicated organization to head its new 8.6-Gen IT OLED Production line, and has started to order equipment. Samsung is converting an existing LCD line in Asan to OLED production, with an titak estimated cost of $3.1 billion.

Samsung Display 8-Gen IT OLED line slide (2022-08)

According to the report, SDC's decision to have a dedicated organization was made to give that team independence from the company's current small-area (smartphone/wearable) focused business and TV-focused business. 

Samsung aims to be the first company to produce IT AMOLED displays in a 8.6-Gen fab. Display makers are looking for Apple's switch to OLED displays in its future tablets and laptops, which will likely cause a stir in the market and increase demand for IT OLED displays dramatically. It is reported that Apple will begin using OLEDs in its iPad Pro devices next year, and Omdia estimates that Apple will start using OLEDs in laptops (MacBook Pro at first) in 2026.

A few days ago it was reported that the slowdown in Apple's laptop sales is a cause of worry for OLED producers, who have delayed the plans to build new IT-dedicated fabs. The main problem for the OLED makers is that the slowdown in Apple's sales may drive Apple to want to low the price of the laptop displays, which would put a stress on the profitability of new OLED fabs.

It now seems that Samsung has finally decided to take the risk and invest in IT OLED production. This could be a wise move as it will take some time to construct the fab and ramp up production and by then demand for IT displays may be on the rise again. Of course this is a risk by Samsung and a bet that Apple and other laptop and tablet makers will indeed switch to OLED displays, which are more expensive than the currently-used LCDs.



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Reuters - Samsung and LG finally sign a WOLED TV supply agreement, Samsung to buy 2 million OLED TV panels in 2024

LG Display has been negotiating a WOLED TV panel supply agreement with Samsung Electronics for a long time, and last year the company were close to an agreement, but discussions were halted in July 2022, and Samsung continued to launch its QD-OLED TV range. Last month it was reported that the two Korean companies are in talks again, and now Reuters says that LG and Samsung finally officially signed the supply agreement.

According to Reuters, LGD will start supplying panels to Samsung as early as this quarter (i.e. by the end of June 2023). Samsung agreed to order 2 million WOLED TV panels from LG in 2024, and this will grow to 3 million in 2025 and 5 million in 2026. The first panels will be 77-inch and 83-inch in size, but LG is likely to also supply smaller panels to Samsung. 

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The Fraunhofer FEP developed the world's highest density OLED microdisplay, reaching 10,000 PPI

The Fraunhofer FEP research institute announced that it has developed the world's highest-density OLED microdisplays, reaching a PPI of 10,000 with a pixel size of only 2.5 um. The Fraunhofer will demonstrate a 0.18" 1440x1080 (monochrome) OLED microdisplay next week at Display Week 2023.

The new microdisplays were produced on 300 mm wafers, using a 28 nm backplane process. The Fraunhofer explains that most OLED microdisplays to date are produced on 200 mm wafers, using CMOS processes ranging from 90-250 nm. The institutes new technologies enables the the performance increase in OLED display processing. 

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BOE starts shipping a 0.49" FHD OLED Microdisplay, we offer it at the OLED Marketplace

BOE has started producing a new OLED microdisplay - a 0.49" Full-HD panel that offers a relatively low brightness (up to 700 nits). This new panel joins other microdisplays by BOE, including 0.39" and 0.71" ones, all with the same FHD resolution.

This new OLED microdisplay is listed at the OLED Marketplace, and we have access to this display. Contact us if you are interested in this display. We also list BOE's 0.39" FHD panel, and BOE's 0.71" one.

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