DSCC reports that according to its information, OLED panel shipments in Q3 2023 increased 14% from last year (and 18% from the previous quarter) to reach 205 million units. There are positive signs that inventory has started to rebalance for some categories.

OLED smartphone shipments increased 12% over last quarter (and 25% from last year), while OLED TV shipments continue to be soft, and dropped 14% from last quarter and 40% (!) from last year.

According to reports, Samsung Electronics is working on a new VR headset that it plans to release in the second half of 2024.

The new headset will be based on OLED microdisplays, apparently produced by Samsung Display. The reports suggest the the microdisplays will be similar to the 1.41" 4K Sony OLED microdisplays used by Apple in its Vision Pro headset.

BOE has been trying to be accepted into Apple's supply chain for their latest iPhone devices for many years, but has so far succeeded only in getting small orders for aftermarket panels. In March it was reported that BOE is developing panels for Apple, but in September it was reported that Apple decided to cancel all of its panned orders for BOE's iPhone 15 display OLED panels due to technical issues, and has moved all these orders to Samsung Display.

Now it is reported in Korean media that BOE has been finally approved, and the Chinese-based OLED maker will supply 2 million panels for Apple - or only about 3% of its total OLED supply in 2023. Obviously BOE hopes to gain more orders in 2024.

We are excited to pre-announce a new OLED-Info product, a comprehensive information resource for the OLED Industry which will combine multiple existing OLED-Info products into one with various exciting additions. 

The new product will be launched in early 2024 to form a must-have information platform for companies in the display industry, and will include five different parts:

• An information guide to OLED technologies, processes, the industry and the market
• Market status and industry roadmaps
• OLED technology, market and industry analysis and insights - written by Ron Mertens based on years of experience in the display industry 
• Structured data (spreadsheets) on OLED production lines, devices with OLED displays, OLED producers, supply chain companies (with contact details) and more
• In-depth articles by multiple industry experts illuminating various processes, materials, devices, analysis, insights and more
• Brochures, presentations, catalogs and other content items contributed by industry players (display makers, supply chain companies, analysts and more)

  
The new product is progressing well, and it's now time to reach out to the industry, inviting OLED supply chain companies and OLED developers to provide their own brochures, presentations, catalogs and any other content items - including an email address for potential customers and partners. We believe this will be a good opportunity to expose your technology to the OLED industry at large and to help us educate and inform OLED and display professionals. Contact us for more details.

According to Chosun Biz, both Samsung Display and LG Display are progressing in their negotiations with Apple for the supply of OLED panels for Apple's next-generation iPad devices. Apple is aiming to buy around 10 million units in 2024, and each panel is expected to cost around 3 times as much as of Apple's iPhone OLED panels. 

SDC and LGD are both planning to start production in February 2024, earlier than expected. The total capacity (at 10 million units) is still very small compared to the smartphone market (even considering the tablet display area is larger). The panels will be produced at the companies' existing 6-Gen lines. Chosun says that LGD will get 60% of the orders (6 million displays), and SDC will get the rest. 

LG Display announced that its third-generation WOLED META TV panels have earned UL Solutions' Platinum eye safety rating and the UL Mark for low blue light. LGD's panels earned a score of 36%, the lowest among all existing TV panels (conventional LCDs range from 70-80%, and lower scores are better). 

This year, UL Solutions has implemented more stringent criteria for measuring blue light emissions in an effort to give consumers more reliable information, with program ratings now classified as Platinum, Gold, Silver, and Bronze. The top rating, Platinum, is awarded to display products with blue light wavelength emissions that sit below 40% of the total blue light wavelength emissions.

Accoridng to Twitter (X) user Revegnus, the following is a leaked Apple roadmap, detailing the company's plans for OLED laptops, tablets and monitors:

As many already estimate, Apple will release the first OLED tablets next year, the iPad Pro 11" and 13". The next stage will only arrive in 2026, when Apple will ship a foldable 20.3" tablet, and two OLED laptops (MacBook Pro 14.2" and 16.2").

LG Display and Starbucks Korea jointly installed a beautiful "transparent OLED Table" at Starbucks' Yeosu Dolsan DT Branch. The installation includes 12 55-inch transparent OLED TVs panels.

The 8-meters long table is placed at the center of the store, and display the images of rolling waves to create an experience like seating at the beach. The displays include sensors that create wave effects when coffee mugs are placed on the table. The transparent displays are placed above what appears to be actual sand.