LG Display - Page 2

As we reported last month, TCL CSoT officially announced that it has agreed to buy LG Display's last LCD production line in Guangzhou, China, for $1.5 billion (10.8 billion Yuan). 

TCL CSoT will acquire 80% of LG Display's 8.5-Gen LCD production line, and 100% of its LCD module line in Guangzhou. The two companies plan to complete the deal by the end of March 2025. LG's LCD production line has a capacity to produce 180,000 TV panels per month, most of these sized 55" and up (about 6% of the total LCD panel market), and had a net profit of $85 million last year over $900 million in revenues. The module factory can produce 2.3 million units per month. The two factories serve customers such as Samsung Electronics, LG Electronics, Skyworth, and more. 

Earlier this year LG Display started producing its 30-inch 1366*768 transparent OLED panels. China-based CEOLED are now offering a monitor based on this panel.

The monitor offers a brightness of 600 nits (peak), a 0.1 ms response time, and HDMI, DP, Dc and USB interfaces. The lifetime of LG's 30-inch transparent WOLED is quoted at 30,000 hours. Contact us if you're interested in this monitor, or in other solutions based on LG's range of transparent OLED displays (30-inch, 55-inch and soon 77-inch) or BOE's transparent OLEDs.

According to reports from Japan, Apple decided to adopt a 6.1" AMOLED display for its upcoming iPhone SE 4 smartphone, which will mean that all of the company's smartphone products will be based on OLED displays.

We actually reported this in March 2024, and back then it was suggested that Apple's target price was $25 for the OLED display - which was too low for Samsung Display that decided not to continue with its discussions with Apple. Back then it was estimate that BOE will supply the majority of the displays, and some orders will go to Tianma. According to the new report, the second supplier is actually LG Display.

LG Display announced that it has started to mass produce its 26.5-inch 480Hz QHD (2560x1440) Gaming OLED panel. This is the world's first 480hz OLED panel, and it offers a 0.02 ms response time, and it is equipped with LG's MLA technology to ehance the light output.

A few weeks ago Acer announced its Predator X27U F3 monitor, that is based on LG's 480Hz OLED, and it's likely that this monitor will start shipping soon.

UBI Research estimates that 12 million OLED tablet panels will ship in 2024, and increase of over 500% from 2023 (1.84 million units), following Apple's adoption of OLEDs in its iPad Pro devices for the first time.

UBI sees the tablet OLED display market continuing to grow, and is expected to reach 30 million units in 2028. The current market leaders are Samsung Display and LG Display, but other display makers are also targeting this market, with BOE aiming to ship 1.5 million OLED tablet panels in 2024, and Visionox around 800,000 units.

According to reports, Meta has decided to cancel one of its VR projects that was planned for 2027. This device was to be a high-end product, similar to Apple's Vision Pro - with a similar high price tag. Following the poor market reaction for Apple's Vision Pro, Meta decided to scrap the project.

The original Oculus Rift

Meta was planning to use OLED microdisplays in its upcoming high-end headset, as these are the best performing displays for such products. It is reported that one of the reasons that Meta is not proceeding with its project is the high price of the OLEDs. These are expensive displays indeed - according to some estimates, Apple is paying $350 for each display, which means around $700 for each headset. On the other hand, it is estimated that OLED microdisplay prices are set to drop sharply in the near future as new capacity comes online, and new players (including Samsung and LGD) start producing displays. 

A report from Korea says that LG Display has successfully developed an OLED panel that is based on a blue phosphorescence emitter. The blue PHOLED, provided by Universal Display, offers 100% IQE, up from 25% used by current fluorescence emitters. This will result in around 20-30% power saving for the display itself (depending on the images shown).

UDC has been developing blue emitters for many years, and recently the company said that the development will take a few more months and won't be ready in 2024. The main challenge is increasing the lifetime of the materials. However LG Display has adopted a tandem design to enable a commercially ready display, perhaps even sooner than UDC planned.

According to reports from Korea, three former senior researchers at LG Display are accused of passing OLED trade secrets to a Chinese panel maker. The Seoul District Prosecutor office says that the there researchers took photos of designs at LGD's Guangzhou factor in 2021 and 2022, related to large-area WOLED panel production processes.

One of the suspects started working for a large China-based display company in 2021, and he allegedly colluded with a former LG Display employee to steal large-scale OLED panel mass production technology.

LG Display is showing its latest OLED displays at the K-Display 2024 trade show, in Seoul. You can see LG's large-area OLED TVs, gaming monitors, automotive OLEDs and more.

All of these displays have been shown before, but this video is still a nice demonstration of LGD's latest OLED technologies.

Korea's The Elec reports that Apple is planning to release an OLED iPad Air device in 2016. The leading display producer will be Samsung Display.

According to the report, the iPad Air AMOLED will be a single-stack LTPS AMOLED device, unlike the tandem OLEDs used in the 2024 iPad Pro devices. The report also suggests that the same AMOLED displays may also be used in the 2026 iPad Mini devices - as Apple aims to adopt OLEDs in all of its iPad devices in the future. But Apple hasn't fully decided on its iPad Mini OLED adoption roadmap yet.