LTPO OLED backplanes

According to Omdia, Korea regained the top position in the AMOLED market in Q2 2024, after China surpassed Korea in Q1 2024 for the first time.

Omdia says that both Samsung Display and LG Display enjoyed increased sales of high-end AMOLED displays for IT devices (laptops and tablets), and held a market share of 49.9% in Q2 2024, while Chinese OLED makers (Visionox, BOE, Everdisplay, Tianma and CSoT) held a market share of 49%.

Omdia has updated its Apple iPad and Macbook display roadmaps, with new forecasts and information about Apple's OLED adoption plans in its IT product lines. 

According to Omdia, Apple's iPad Mini will get a 8.4-inch LTPS OLED display in 2026. In 2027, Apple will also introduce OLED displays in its iPad Aid models (11-inch and 13-inch). In 2028 Apple will revamp the OLED displays in its iPad Pro models, offering a tandem architecture, polarizer-free OLED design and LTPO backplanes.

China-based AMOLED producer Everdisplay is constructing a new 6-Gen production line in Shanghai, an expansion of its existing fab. The company's original plan was to start mass production in December 2024, but it now announced it will delay this and mass production is now only expected in december 2025. This is the second delay of this project.

Everdisplay says that the reason for the delay is that the company wishes to upgrade the line to the latest OLED technologies, such as LTPO backplanes, Tandem stack architecture and a hybrid platform (which means rigid OLEDs with TFE encapsulation and a glass backplane).

BOE launched a new flexible AMOLED display, branded as Q10 AMOLED, that has a new OLED stack and delivers increased performance - the company said that compared to its previous flagship OLED stack, it enhances the peak brightness by 12.5%, the lifetime by 33%, and it reduces the power consumption by 10%. The company also says the color saturation and response time is increased.

The new Q10 display will debut at three smartphones, the OnePlus 13, OPPO Find X8 and Vivo iQOO 13. That specific screen is a 6.8" 3168x1440 (510 PPI) 120Hz LTPO AMOLED. DisplayMate tested the new display, and says it is the world's highest performing mobile display ever, seting or matching 21 performance records. It is the first display to receive DisplayMate's A++ rating.

Yesterday Apple announced its 2024 iPhone 16 series, and its latest smartwatch devices - all based on OLED displays. We'll start with the the iPhone 16 that offers a 6.1" 2,000 nits (HBM) 1179x2556 Super Retina XDR LTPS AMOLED, while the iPhone 16 Plus offers a larger 6.7" 1290x2796 display. Both phones are based on Apple's latest 3nm A18 chipset offering improved performance and AI support.

The iPhone 16 Pro has a more advanced 6.3" 120Hz 2,000 nits (HBM) 1206x2622 LTPO Super Retina XDR OLED. The 16 Pro Max offers a larger 6.9" 1320x2868 AMOLED. These new phones are based on Apple's 3 nm A18 Pro chip, offer a "huge leap in battery life", support Apple Intelligence and feature new a main camera.

Omdia says that in 2028, LTPO will overtake LTPS as the leading smartphone OLED backplane technology. By 2031, smartphone LTPO OLED panel shipments will reach 520 million units, with a 52% market share (of all smartphone OLED displays).

Omdia sees the smartphone OLED market rising in the next 10 years. In 2031, over one billion OLED smartphone panels will ship. In 2024, Omdia sees a sharp increase of 24% in smartphone OLED shipments (compared to 2023), which will surpass 800 million units. 

Samsung announced today four new devices - two foldable smartphones, and two smartwatches, all with AMOLED displays. All of these devices will ship on July 24.

First we have the latest clamshell smartphone, the Galaxy Z Flip6 - that has a foldable 6.7" 120Hz 2,600 nits 1080x2640 LTPO AMOLED display. It also has a 3.4" 720x748 Super AMOLED cover display.

China-based Tianma had an impressive booth at Displayweek 2024, showing numerous OLED and microLED displays and prototypes.

For the automotive market, Tianma showed three new display prototypes. First up is a 13" slidable OLED, with an embedded touch panel, aimed towards car dashboards or center controls.

During Displayweek 2024, Visionox demonstrated many OLED display technologies and panels, and also an interesting microLED prototypes (produced by its subsidiarity Vistar).

Visionox is in the final stages of development of its ViP maskless display production process, and the company showcased some nice ViP smartphone panel prototypes (the technology can be used for any panel size). ViP offers a high improvement in aperture ratio (69% up from 29%) which results in low power consumption and brightness (up to 4X according to Visionox), improved lifetime (up to 6X), improved PPI and more.

Apple was the first company to develop LTPO backplanes and it adopted this innovative and energy-efficient backplane technology back in 2018 in the Watch Series 4. LTPO combines Oxide-TFT and LTPS, by using the IGZO in some of the switching TFTs and LTPS in the remaining switching TFTs and all the driving TFTs. LTPO can reduce the power consumption by 5-15%, and enables variable refresh rate.

According to reports from Korea, Apple developed its 2nd-Gen LTPO backplane technology, that uses the IGZO in all the driving TFTs, and uses LTPS only in the remaining switching TFTs. This leads to higher efficiency compared to the first-generation LTPO backplane.