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.

Notion Systems, a leader in ink jet printing for industrial applications, has been active in the display market for a long time. The company is now promoting its EHD technology for high precision printing. Here’s an interview we conducted with Antonio Schmidt – SVP Sales & Business Development and Jochen Seeser – Senior Process Development Manager, Notion Systems.

Hello Antonio and Jochen, thank you for your time. In 2022, you started offering EHD printing systems. Can you explain how this technology works and what applications does it enable in the display industry?

Notion Systems has been active in the display market since 2016, when we delivered an n.jet display for pixel printing to a lab of a leading display manufacturer in China. Since then, we have supplied several inkjet displays for RGB printing and encapsulation to various R&D and production sites in China and Taiwan. I think we can also claim that we are the only manufacturer, along with perhaps one other U.S. competitor, that has multiple systems in operation for 24x7 display production.

Three display makers in China (BOE, Tianma and Visionox) reported their preliminary financial results for the first half of 2023. It seems as if all companies are facing a sluggish economy and lower demand for displays - but the OLED business is actually seeing increased demand.

We'll start with BOE, that expects an operating profit of around 700-800 million Yuan ($97-110 million USD) in the first half of 2023, a decrease of around 90% from last year. BOE says that it is starting to see demand increasing as the year progresses.

Researchers from Japan's Keio University, in collaboration with Mitsubishi Chemical Corporation, developed a new method to accelerate the design of OLED materials, using a combination of classical computing with quantum computing.

The new approach combines a 'classic' machine learning model with a quantum-classical computational molecular design. Demonstrating the new approach, the researchers discovered a highly efficient OLED emitter, a deuterated derivative of Alq₃. The new emitter is not only highly efficient, it is also easy to synthesize. 

French OLED microdisplay maker MicroOLED announced that it has raised €21 million, led by Jolt Capital and with support from the French sovereign wealth fund Bpifrance via its Innovation Defense vehicle, alongside both historical investors, Cipio Partners and Ventech.

MicroOLED updates that it has been granted over 170 patents to date, through a close collaboration with neighbor CEA/Leti research centers. The company offers a line-up of compact products ranging from 0.2" to 0.6" in size, with high resolution and power as low as 1mW. MicroOLED will use to funds to accelerate its R&D, expand its production capabilities in Grenoble and grow its international sales teams.

DSCC expects the AMOLED stack material market to grow 4% in 2023, to $1.4 billion, and to reach $2.18 billion in 2027, that's a 12% CAGR from 2023 to 2027. In 2022, the market declined by 10%. The forecast does not include any UDC revenues from blue PHOLED materials, which means that if UDC succeeds in commercializing its blue material, revenues could be higher by hundreds of millions of dollars.

DSCC says that demand for OLED TVs will continue to decline in 2023. In 2022, revenues of OLED TV revenues declined by 17%, and in 2023 revenues will decline 3% further. Growth will resume, though, in 2024, and in 2023-2027 the market will grow at a CAGR of 13%.

According to reports from Korea, Samsung Electronics considered adopting AMOLED display produced by BOE for its next flagship smartphone, but the company has halted the review process as the two companies are in the midst of an IP dispute.

A few months ago Samsung filed a motion with the US ITC to halt the import of aftermarket AMOLED displays produced by BOE. A group of OLED makers in China, which includes BOE, answered with a motion of their own, to dismiss an SDC AMOLED patent. This legal battle continues, and the tension between Samsung and BOE is on the rise.