Apple: OLED company spotlight - Page 5

Back in 2021, Sony unveiled a 4K OLED microdisplay prototype. In June Apple announced the Vision Pro headset, which uses two Sony-made 1.3" 4K (3,552 × 3,840) OLED microdisplay, made by Sony. And today Sony finally officially introduced its ECX344A display, targeting VR and AR devices.

Sony says that in order to develop the new display it developed new miniaturization processes as well as a new pixel drive circuits and a high-speed driver circuit. Sony says that the display will ship by the end of 2023 and its price is set at 150,000 Yen, or just over $1,000 USD (it is estimated that Apple pays around $350 for each panel).

During a trade show, Samsung Display discussed its zero-border, or full-screen OLED technology. Samsung is developing several technologies to enable this kind of display - including 3D bonding, edge brightness control, and an under-the-display camera (Samsung calls its UPC, under-panel-camera). 

Placing the camera under the OLED is a critical part of this solution, and Samsung said that it is developing the technology to enable this - including an increase of 50% in the light transmission of its OLED displays and a new sub-pixel structure that improves the display quality.

LG Display reported its financial results for Q2 2023, with revenues of 4.74 trillion Won ($3.7 billion USD) - up 7% from last quarter, and an operating loss of 881 billion Won ($690 million USD). LGD says that demand for display panels increased during the quarter.

LGD is on track to begin mass production of medium-sized panels in the first half of 2024, building a new 6-Gen production line, that is reportedly aimed to supply for Apple's iPad Pro, the first Apple tablet to sport an AMOLED display.

According to a report from Korea, Apple approached both LG Display and Samsung Display, asking its suppliers to develop a completely bezel-less AMOLED display for future iPhones.

Designing an OLED without a bezel is a challenge, mostly because of the encapsulation layer that has to protect the OLEDs. Using an under-the-display camera is also said to be a problem for the OLED makers in such a design.

Market research firm Omdia says that according to its latest forecast, the OLED market will grow at a CAGR of 11% from 2022 to 2030, by total display production area.

The main OLED application is smartphone displays, and Omdia says that in 2022 the penetration of OLED displays into that market reached 42%. The market share of OLED smartphones will rise steadily in the future. The OLED TV market is experiencing a slowdown, but Omdia says it will resume growth in 2024.

An interesting video review shows a new repair system, based on lasers, that can fix defects in smartphone AMOLED displays. The system uses optical microscopy to find defects in operating OLED displays, and then a laser is used to fix the problems:

Such systems can be useful, but of course won't be able to fix all problems and defects in AMOLED displays, only ones that were caused by physical problems in conductive lines in the OLED module, that can be fixed by lasers. It will be interesting to see if these machines will truly find a place in the OLED repair aftermarket scene.

Poland-based TADF OLED emitter developer Noctiluca announced that it has signed an Evaluation License Agreement with a leading consumer electronics maker, based in California. In fact, Noctiluca says that its partner is the world's largest consumer electronics company, that has several products that utilize OLED displays.

It's likely that Noctiluca's partner is Apple, that is interested in testing the company's emitters. According to Noctiluca, its partner will test the materials at its R&D facility and laboratory in Taiwan. This is likely to be an early stage testing agreement, but still a very interesting development.

Apple recently announced the Apple Vision Pro VR headset, with dual 4K OLED microdisplays produced by Sony. Sony's production capacity was known to be limited, and it was estimated that its entire capacity is around 900,000 units per year.

A new report by the Financial Times now suggests that Apple originally planned to produce around a million Vision Pro units in 2024, but it has scaled down its plan and now aims to produce only 150,000 units. The reports suggest that critical components are to blame, but it remains to be seen whether Apple will actually be able to sell a large number of these highly expensive devices.

DSCC says that OLED panel revenues will decline 7% in 2023 (to $38.9 billion), the second consecutive year that the OLED market is seeing a decline in sales. The largest declines will be in the OLED TVs and laptops segments.

The OLED smartphone market will actually grow 4% in unit sales, but revenues will decline 5%. The OLED TV market will decline 29% in 2023 in both revenues and units. OLED laptop unit sales will decline by 15%. All other segments, including AR/VR, automotive and tablets, will grow in sales and revenues in 2023. 

Apple announced its first VR headset, the Apple Vision Pro, and new details are starting to emerge on the displays adopted by Apple. According to Business Korea, the external display (used to simulate the user's eyes) are OLED displays, produced by LG Display. 
 

We do not know the exact display specifications yet. Business Korea says that these displays cost around $30 to make. They also say that the Sony 4K microdisplays cost around $350 each (which makes sense), and so together the OLED displays in Apple's headset cost over $700 - or almost half the total production cost (estimated at around $1,500).