June 2022

DSCC says that it expects the advanced monitor category to grow 328% in 2022, to reach 3.6 million panels. OLED monitor shipments will jump 641%, to reach 600,000 units. The growth in OLED shipments will continue, but even in 2026, OLEDs will still take a small part of the market segmented, which is dominated by mini-LED LCDs.

In 2022, DSCC sees QD-OLED panels to grab a 27% market share, while WOLEDs have a lead with a 52% market share. In total, OLEDs will have a 15% market share of the advanced monitor market.

According to reports from Korea, supply chain issues are slowing down LG Display's OLED production expansion plans, and key components cannot be secured.

According to the report, the delivery times of some components have more than doubled, and Korean equipment makers cannot produce and supply the production systems that LGD requires. Only 9% of components used in equipment makers in Korea are produced in Korea.

Today we published a new edition of our OLED and MicroLED Microdisplays Market Report, with all the latest information. The new edition includes more than 10 new updates, new companies, new datasheets and revamped sections on APS, Mojo vision, Porotech, PlayNitride and more.

Reading this report, you'll learn all about:

• The advantages of OLED and MicroLED microdisplays
• The microdisplays that are available on the market today
• Information on all companies involved in this market
• Future technologies and roadmaps

The report package also provides:

• A list of all OLED microdisplays on the market
• A list of all OLED and MicroLED microdisplays makers
• Microdisplays spreadsheet (premium edition)
• Over 25 datasheets, presentations (premium edition)
• Free updates for a year

This microdisplays market report provides a great introduction to OLED and MicroLED microdisplays, and covers everything you need to know about the current status of the market and industry. This is a great guide if you're considering to adopt OLED microdisplays in your product, if you're looking to learn more about next-generation micro-LEDs and if you want to understand this industry better.

According to reports, Samsung Display acquired OLED material developer Cynora, for about $300 million. Samsung acquires just the IP and technology, and Cynora terminated its entire workforce a couple of weeks ago. Samsung is already an investor in Cynora, and so is LGD.

Cynora has been low on cash (its last financing round was in 2019), according to reports, and did not manage to find new investors, and so the company opted to be sold to Samsung. The reported sum seems to be rather high for an emergency exit, and some later reports quotes much lower sums, perhaps even around $30 million or so.

DSCC says that in 2022, MiniLEDs will hold a 49% share in the advanced notebook market, while OLED will hold a 51% share. Looking into the future,MiniLEDs sales will increase slightly, while OLED sales will rise much faster, and by 2026 OLED shipments to the notebook market will reach over 40 million panels, and hold a 75% market share.

Looking at specific vendors, DSCC sees Asus as the leading OLED notebook maker, with a market share of 55%, followed by Lenovo at 17% and both Samsung and HP at 11%. The market ranking will remain pretty constant in 2022 as a whole.

Merck announced that it has completed its OLED manufacturing capacity expansion project at its Poseung site in Pyeongtaek, Gyeonggi Province, South Korea. Merck invested around 20 million Euros to install sublimation equipment and an OLED vacuum deposition unit.

From the left, Jung Do Young, Director General for Economic Planning of Gyeonggi-do, WooKyu Kim, Managing Director of Merck Korea, Choi Won Yong, Deputy Mayor of Pyeongtaek City

Merck began to lay the foundation for R&D, production and the stable supply of OLED materials to Korean panel makers in 2005, as part of its successful strategy of achieving success through domestic research and production. The company continuously interacts with OLED researchers from Korean panel companies so that Korea can continue to lead the OLED industry, and Merck develops materials for OLED TV and flexible, rollable and foldable OLED displays together with its customers.

A new startup based in Italy, called Invisible Cities, launched a new tourist experience based on a virtual-reality bus tour.

The bus uses several innovative technologies, including the adoption of 8 transparent OLED TVs (55" LG panels) that overlays information and videos on the view from the bus. Using sensors and software, the bus can maintain and overlay the image over the real world views outside. There's even a network of vents that deliver smells that suit the view - all intended to "transport you 2000 years into the past".

According to reports, Samsung Display has been chosen by BMW to supply it with AMOLED displays for the company's high-end sedans. BMW will start adopting Samsung's AMOLEDs in 2024 and will buy a total of 4 million displays in about 6-7 years. We do not have any information regarding the display size and features.

Samsung has been a relative late comer to the automotive AMOLED market (the clear leader today is LG Display), and this is an important design win for the company. Samsung also supplied rear-view mirror displays for Hyundai's Ioniq 5 EV and for Audi's e-tron SUVs, but both these systems were optional and the BMW deal is the first major one for Samsung.

LG Display, together with British design magazine Dezeen recently launched the 2nd OLED Go! Design competition. LGD announced the winner of this year's competition, the Caelum desk, designed by Turkish designer Cagatay Afsar.

Caelum integrates a 27-inch transparent OLED displays into the desk partition, eliminating the need for a separate monitor to free up desk real estate and reduce household clutter. When not in use, the display can switch to its transparent mode as to seamlessly blend in with the room’s décor.

TCL (CSoT) announced that the company has finalized the development of several new OLED technologies, which has been deployed at the company's production lines.

The first technology is LTPO, or Low-Temperature Polycrystalline Oxide, an OLED backplane technology developed originally by Apple. LTPO enables variable refresh rates, and TCL's technology can support a wide range of frequencies, from 1Hz to 144Hz.