OLED monitors: introduction and industry news - Page 7

The COVID-19 pandemic created an increased demand for high quality IT solutions, including monitors and collaborative tools, which prompted OLED display makers to start offering solutions for this market for applications like computer monitors, signage and more.

OLED displays that are 20-inch or more suffer from incompatibility with standard capacitive touch, because the thin OLED panel results in large parasitic capacitive coupling with the touch surface. The dynamic driving of OLEDs (where only lit pixels draw current) further reduces the capacitive touch performance by introducing unpredictable “display pattern noise”. These issues are easily mitigated in small area displays, but as OLEDs increase in size, the performance and costs of capacitive solutions suffer.

Samsung Display's CEO Choi Joo-sun says that the company sees a great potential for OLED displays in the IT market (mainly notebook and monitor displays), and that Samsung is building a new 8-Gen (2200x2500 mm) production line which will begin production in 2024. The glass efficiency at 8-Gen (uncut glass) will be 20% higher compared to Samsung's 6-Gen lines.

This new fab was already reported last year, but this is the first time we officially hear a commitment from SDC. According to DSCC, there are over 10 8.5-Gen OLED lines under consideration now in the industry, as demand for OLED panels for laptops, tablets and monitors is o the rise. Samsung is the current leader in OLED IT displays.

Earlier this month we reported that LG Display aims to start making 20-inch OLED panels, but we did not know the technology that LGD will adopt - WOLED (from its 8.5-Gen TV lines) or RGB (from its pOLED 6-Gen lines).

LGD now says that it is indeed developing panels for gaming monitors, with sizes ranging from 20-inch to 30-inch. The company also disclosed that these will be WOLED panels, produced at its 8.5-Gen lines. LGD also confirms that the first panels will be released by the end of 2022.

DSCC says that in Q2 2022, OLED panel revenues increased 12% compared to Q2 2021, while shipment units declined 3%. Fewer OLEDs were shipped, but revenues increased as we've seen an increased growth in high value panels (gaming, monitors, laptops, automotive, etc) and also an improved form factor adoption in smartphones.

In Q2 2022, smartphones remained the largest OLED application with a 76% unit and revenue share. OLED smartwatches had a 16% unit share (and a 6% revenue share), and OLED TVs had a 11% revenue share (up from 8% in Q1 2022).

JOLED (Japan OLED) was established in August 2014 by Japan Display, Sony and Panasonic with an aim to become an OLED medium display producer. Following years of R&D and initial production, the company initiated mass production of its OLEDIO panels in 2021 at its new 5.5-Gen production line in Nomi, Ishikawa Prefecture, Japan.

JOLED's panels appeared on the market, but only for high-end applications such as LG's professional monitor range. According to a new report from Korea, the company did not manage to find a new investor and is now on the verge of bankruptcy.

DSCC estimates that the OLED market will increase 2% in 2022, to reach $42 billion. Revenues for smartphones, the leading OLED application, will actually decline by 4%, but this will be offset by increases in other applications.

In fact, some applications will experience very fast growth: OLED monitors (641% unit growth, 279% revenue growth), OLED laptops (64% units, 39% revenue) and automotive displays (73% units, 68% revenue).

Following strong demand for IT devices, and Samsung's success in the OLED laptop market, OLED makers have began to plan building new OLED production lines specifically for IT applications: laptops, tablets and monitors.

Several OLED makers, including Samsung, LG and BOE, are considering building 8.5-Gen production lines for this market. In fact DSCC estimated that there are 11 such lines under development right now. But it turns out that this is not so simple as designing the evaporation equipment for larger substrates is a challenge.

DSCC says that it expects the advanced monitor category to grow 328% in 2022, to reach 3.6 million panels. OLED monitor shipments will jump 641%, to reach 600,000 units. The growth in OLED shipments will continue, but even in 2026, OLEDs will still take a small part of the market segmented, which is dominated by mini-LED LCDs.

In 2022, DSCC sees QD-OLED panels to grab a 27% market share, while WOLEDs have a lead with a 52% market share. In total, OLEDs will have a 15% market share of the advanced monitor market.

DSCC says that global OLED revenues in Q1 2022 were around $9.5 billion, the same as in Q1 2021, even though unit shipments declined 4%.

Smartphone remained the leading OLED application, with a 79% revenue share, even though shipments decreased 8% (and revenues decreased 3%). The second largest application by shipments is wearables (16% in Q1 2022 by shipments and in 6% market share by revenues).

LG Display says that according to an original research it has conducted, OLED is the optical gaming display technology.

In this research, several gamers played different gaming genres on LCD and OLED displays, and on curved and flat displays. The study results show that a gamer’s reaction time can be improved by using OLED, while a display’s curvature provides a more immersive gaming experience.