UBI Research updated its forecast for the OLED material industry, saying that total sales of OLED materials will grow from $1.84 billion in 2023 to $2.43 billion in 2028, a growth of 5.8% CAGR.
UBI says that in 2028, SDC will purchase OLED emitters in $810 million, LGD in $550 million and BOE in $440 million.
Last week we posted the following article, but it turns out that our information was not correct. We mentioned that this was a strange report - and indeed it turns out that Trendforce analysis was misquoted, and the company did not say that Apple will stop using Sony's OLED microdisplays. We are sorry for posting this!
Apple first VR headset, the Apple Vision Pro, will use dual 1.3" 4K OLED microdisplays. Apple has been working with Sony, that produced the first OLED microdisplays, but later reports suggested that Apple is looking to replace Sony with Seeya and BOE as its suppliers to reduce costs (and also likely to increase potential supply as Sony has limited capacity).
According to a new report by TrendForce, Apple has made some changes to its Vision Pro supply chain and has decided to already stop using Sony's OLED microdisplays - and indeed go with Seeya and BOE.
Our friends at DisplayMate posted an in-depth technical review of BOE's new X1 AMOLED display used in the upcoming OnePlus 12 smartphone. The OnePlus 12 hasn't officially launched, but we know it uses a 6.8" 3168x1440 2600 nits LTPO AMOLED display. The display has several novel technologies, including BOE's new-generation LTPO backplane, and the new Oppo P1 display chip that features high-precision pixel calibration algorithms that ensure high brightness, high image quality - reduced power consumption (by 13%, according to OnePlus).
Based on DisplayMate's extensive lab tests and measurements the OnePlus 12 delivers excellent display performance - and has earned the company's highest overall display assessment rating and highest display performance grade of A+. The display matches or breaks 18 different display quality records. some of these display records records include the highest peak display brightess (it reaches 2,675 nits for Low APL), the lowest screen reflectance (4%), the highestabsolute color accuracy (visually indistinguishable from perfect), and the largest native color gamut.
Kyulux announced that it has raised $28.6 million USD in its Series C funding round, led by El Camino Capital and the MCP Group. This brings Kyulux total funding so far to $86 million USD.
A part of the Kyulux team based in Fukuoka, Japan
Kyulxu says that it will use the newly raised funds to further accelerate its product development, strengthen its IP portfolio and achieve full-scale mass production of its emitter system by 2025, with its affiliated chemical companies.
