OLED microdisplay maker eMagin announced that the company started to ship 2k x 2k OLED microdisplays "as part of an agreement with a Tier-One company". This could be the announced first licensee for eMagin's HMD design or this could be a different company. eMagin also announced today that it signed a second partner (or customer?) and expects to sign more such agreements in 2017.
It's not clear whether eMagin is shipping samples or actual volume microdisplays, and whether this Tier-One company is a partner or a customer. We know that AMD is working with eMagin (but I believe that AMD aims to become a foundry for eMagin if/when it needs higher volume). A potential customer is ODG, but ODG is not using eMagin's 2k x 2k OLEDs but rather lower-resolution ones.
eMagin also announced it will demonstrate its high-brightness direct patterned OLED microdisplays for the VR and AR market to select customers at CES. The display demonstrated in June 2016 (called the OLED-ULT) featured a high luminance of 4,500 nits and a PPI of 2,645.
AMD spun off its semiconductor fabs into GlobalFoundries in 2009 so AMD doesn't own any fabs and can't really become a foundry for eMagin.
I guess their collaboration is more on the VR goggles and the necessary graphics chips to drive such goggles.