Notion Systems, MBraun and the Fraunhofer Institute for Applied Polymer Research (Fraunhofer IAP) are co-developing new inkjet production technologies, aimed for the display market - specifically for OLED, QD and microdisplays.

The three partners are combining their respective competencies to present themselves together as a partnership supplier off all-in-one solutions. The Fraunhofer IAP is developing custom-made processes for display manufacturing with tailor-made inks. To achieve an industrial-scale best-in-class process solution, the parties are looking into all major pre-and post-processing steps, the substrate and the production equipment such as the inkjet print head.

Last month we posted that the Korean Elec publication claims that Apple is aiming to adopt OLEDs in its next iPad Pro devices - and as Apple wants extended lifetime from these panels, the Korean panel makers are developing tandem OLED devices (easier for LG as it is already producing such panels for automotive applications).

Today another Korean publication, ETNews, has posted that Apple is aiming to start using OLEDs in its iPads in 2022. According to ETNews, Apple indeed reached out to both LG Display and Samsung Display for these OLEDs.

DSCC posted an interesting chart that details OLED smartwatch shipments by supplier. This is an interesting market as there are almost 10 suppliers with no dominant player:

In fact DSCC says that there are five different OLED panel makers (BOE, SDC, LGD, EDO and Truly) that each has a market share over 10% in 2020.

DSCC estimates that foldable OLED panel shipments will reach 3.1 million units in 2020, an increase of 454% from 2019. Revenues in 2020 will reach $462 million. DSCC decreased its estimates following the US restrictions on Huawei which prevented the launch of the Mate X2. The market will grow to 94 million panels by 2025 (a CAGR of 97% from 2018).

Samsung is clearly the leading foldable OLED device brand, with a market share of over 80% in the 2020. The two best selling smartphones in 2020 are the Samsung Galaxy Z Flip and the Z Fold 2.

DSCC says that OLED panel revenues will reach almost $12 billion in Q4 2020 - reaching an all-time high (up 46% from Q4 2019) as all the major OLED markets, smartphones, TVs and smartwatches, saw increased demand.

One of the major drivers for the increased Q4 demand was Apple's later-than-usual release date which pushed orders into Q4 from Q3, and an earlier Samsung S21 release which meant SDC started producing panels for Samsung Electronics's upcoming flagship as early as November. DSCC estimates that Apple will account for 57% of all OLED smartphone panel revenues in the quarter.

LG Electronics announced that it is partnering with door solutions developer Assa Abloy Entrance Systems to commercialize automatic sliding doors with transparent OLED panels.

Assa Abloy will adopt LGD's 55" transparent OLED displays to show information and advertisements.

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UBI Research says that the COVID-19 pandemic, coupled with US sanctions against Huawei are lowering demand for OLED smartphone panels. UBI estimates that in Q3 2020 113 million OLED smartphone panels were shipped, 17.9% lower than in Q3 2019.

Even though Apple is expanding its OLED adoption, this is not enough to offset the decreased demand from the COVID-19 and Huawei sanctions, and UBI estimates that Q4 2019 will also be lower by around 18% from last year.

China-based OLED maker Visionox announced that it lighted up its 6-Gen flexible OLED production line in Hefei, Anhui, China. The company will hold a ceremony on December 7th.

Visionox's new production line (its second 6-Gen line) will have a monthly capacity of 30,000 1500x1850 mm substrates, similar to the company's first line in Hebei. Total investment in the new production line will be $6.3 billion.

Japan-based OLED materials producer Idemitsu Kosan announced that it has achieved full-scale production of OLED materials at its new factory in Chengdu, China. Material shipments from the new fab will commence in January 2021.

Idemitsu's OLED factory in Chengdu is the company's third and largest-capacity (12 ton/year) production, and Idemitsu hopes it will enable it to strengthen its OLED materials sales in China. This new fab will increase Idemitsu's total OLED materials production capacity to 22 tons / year.