OLED production

LG Display announced that it has started mass producing its latest WOLED panel, a 45" 1300 nits 21:9 5K2K panel, aimed towards high-end gaming monitors. The panel offers LGD's Dynamic Frequency & Resolution (DFR) technology that enables a choice between two modes, 5K2K 165Hz or FHD 330Hz.

Towards the end of 2024, LG Electronics unveiled the first monitor to use this new panel, in its UltraGear GX9 monitor series.

Japan Display (JDI) made an interesting announcement today, saying that it has made a strategic investment in OLEDWorks, and now owns 6.69% of the company. The two companies are also planning to build an advanced OLED production line in the US, targeting high-performance displays for the defense, automotive and medical industries.

JDI did not disclose much else, beyond saying that in addition to the manufacturing hub, it will alsop build an advanced display R&D center in the US, together with OLEDWorks. JDI does seem to emphasize OLEDWorks' multi-stack architecture, which maybe means that this technology will be used in the upcoming production line.

Last month we reported that bankrupt US- and China-based OLED display maker Royole started a public auction to sell off its assets on the public Taobao's Ali Asset Platform, and have asked a starting price $170 million.

Following low interest, the company had to reduce the asking price, and it is now reported that it has managed to find a buyer, for $69 million USD. We do not know the buyer's identity, but it is speculated that it is HKC.

Cambridge Isotope Laboratories (CIL) has successfully developed and implemented a game-changing benzene-d6 recovery program, addressing major pain points for manufacturers of OLED displays. This innovative service reduces costs, minimizes environmental impact, and conserves scarce deuterium supplies.

OLED display producers rely heavily on deuterated benzene (benzene-d6) as a critical starting material in their synthesis processes. However, this results in significant quantities of depleted benzene-d6, which is no longer usable but still retains considerable deuterium value. The disposal of such depleted material poses environmental challenges and substantial expenses.

CIL's benzene-recovery program offers a transformative solution. Customers can now return their depleted benzene-d6 to CIL, where it undergoes a proprietary re-enrichment process to restore it to virgin material quality. This service is available at a significant cost savings compared to new benzene-d6, providing significant economic benefits.

Samsung Display unveiled a 18.1" rollable OLED laptop display at CES 2025, one that can roll down to 13.1" when closed. The company today announced that it aims to begin mass producing rollable OLED displays in April 2025. This will mark the first ever mass produced rollable display (apart for the limited volume production of LG's 65" rollable TV screens, that are discontinued).

During CES, Lenovo demonstrated the first laptop to use such a rollable OLED, the ThinkBook Plus G6 Rollable laptop. Lenovo plans to launch it globally in June 2025. The ThinkBook Plus G6 Rollable will have a 14" 5:4 display when rolled in, and a 16.7" 8:9 display when opened. That's an increase of almost 50% in screen size. The price of Lenovo rollable laptop will start at $3,499 - this is a ultra premium device.

In late 2024 we reported several times that demand for Apple's iPad Pro devices is lower than expected, and the company reduced its OLED panel orders from both Samsung and LG.

According to a new report from Korea, LG may decide to start using its IT AMOLED production line to produce smartphone displays. The company looks to supply 70 million iPhone AMOLED displays to Apple in 2025, up from around 65 million in 2024 (and 52 million in 2023). Converting the IT AMOLED line to smartphone panel production will enable LGD to increase capacity without a large investment in new equipment.

LG Display announced that it has developed and deployed a new AI system that will improve its OLED production process. The system collects and analyzes OLED process manufacturing data in real-time. When the system finds anomalies in the OLED manufacturing process, it can alert in real time, and even find solutions.

LG Display says that since the introduction of this new AI system, its ability to analyze process data has been enhanced, significantly improving both manufacturing speed and accuracy. The time required to analyze and improve the causes of quality anomalies has been reduced from an average of three weeks to two days.

A few weeks ago it was reported that Apple is aiming to develop a lower-cost VR headset, and will want to use cheaper OLED microdisplays to replace the high-end Sony OLED microdisplays used in the Vision Pro. It was reported that both Samsung and JDI are in talks with Apple, that aims to achieve a pixel density of 1500 PPI (the Sony microdisplays sport 3,400 PPI). Samsung meanwhile develops its own headsets, and is also working on solutions for other leading companies, such as Microsoft.

A 1.3" 12000 nits OLED microdisplay (Samsung Display)

While Samsung is working on an OLED on silicon microdisplay factory, the company is also looking to start producing high resolution AMOLED displays on glass. According to a new report, Samsung is now looking to build a new AMOLED on glass microdisplay pilot production line in Asan, and later on the company is considering to converts its 5.5-Gen (1300x1500 mm) A2 OLED production line to produce OLED microdisplays. Samsung will have to modify its production process and install new equipment to support the high resolution. The company reportedly aims to order the required  equipment in 2025.

There's an interesting report from Korea's The Elec that details Visionox's upcoming $7.6 billion 8.6-Gen IT AMOLED production line in Hefei. It turns out that Visionox looks into using its ViP maskless OLED production process, for at least some of the panels at its upcoming V5 line.

The V5 production line will have a capacity of 32,000 monthly substrate, with 16,000 in the first phase. It is estimated that around a quarter of that capacity will use the company's ViP process (which could be good news for Applied, the supplier of the ViP deposition equipment). This could become the world's first production line for maskless AMOLED production.

TCL CSoT announced several times in the past that it plans to start producing OLED display using an inkjet printing process by the end of 2024, and yesterday it officially announced it has started mass producing printed OLED displays at its 5.5-Gen production line.

The company brands these displays as APEX OLED displays. In fact it seems as if all of TCL displays (OLEDs and LCDs both) will be branded as APEX OLEDs, with the slogan PACE to APEX.