Sony - Page 3

Market analysts from Omdia say that the XR market (which they define as a combination of AR, VR and MR) will grow from 24 million units in 2023 to almost 90 million units in 2028, a CAGR of 67%. In terms of revenues, the market (XR displays) will reach $1.15 billion in 2023.

As you can see from the graph above, VR applications still take up most of the market, and Omdia does not seem to think AR technology will reach mass markets soon, maybe only in 2028.

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.

Esteemed US-based A/V retailer Value Electronics conducted its latest annual TV shootout, with very interesting results. It is not a big surprise, but OLED TV won the first places in both the 4K and 8K shootout.

In the 4K category, VE tested five TVs, out of which 3 were OLED TVs: The LG G2 OLED TV, Samsung S95B QD-OLED, Samsung QN95B (QD miniLED), Sony A95K QD-OLED and Sony's X95K mini-LED. The winner of this year's shootout was Sony's A95K QD-OLED.

In recent years we have seen AMOLED displays fall out of favor in the VR market, as most devices have opted for high-end LCDs, due to the better image definition, mostly. According to DSCC, this is set to change next year (in 2023).

Sony has already adopted high density (>800PPI) AMOLED displays in the Playstation VR2, DSCC says that this trend will continue. DSCC also sees OLED microdisplays finally entering the VR market in 2023, with around 15 million such displays shipped in this market by 2024.

Earlier this year Sony announced the world's first QD-OLED TV, the A95K. The TV is not shipping yet, but the first reviews are in - and the ones we have seen say that the display quality of Sony's new TV (and Samsung's new OLED panels) is superb.

A reporter from DigitalTrends, Caleb Denison, for example, spent some hours in front of an A95K, and says that the display is bright (the brightest he has seen in a consumer TV) and it offers the most accurate colors he ever saw. The colors are pure and "better than any OLED, and most QLED TVs, too".

According to a report from Korea, Samsung's QD-OLED production yields are still very low (around 30%), and the company is currently waiting for market reaction of the first range of products.

The company will need to decide whether to expand its production in the near future or not, and according to the report, it is not likely to decide before the 2nd half of 2022, as products haven't actually been launched yet. This means that SDC's total QD-OLED capacity will remain as it is today (30,000 monthly Gen-8.5 panels) at least until the end of 2023.

Towards the end of 2021 we reported that Apple plans to launch its first AR headset in Q4 2022, powered by dual 4K OLED microdisplays, produced by Sony

According to Ross Young from DSSC, Apple first headset will actually be a VR headset, that uses a foveated display system. The headset will feature three displays - two 4K microLEDs (indeed produced by Sony) and one larger AMOLED display.

Sony announced its 2022 TV lineup, which includes three new OLED TV series, including the A95K, which is the world's first QD-OLED TV ever announced.

The Sony A95K Master XR TV will feature 55" or 65" 4K 120Hz QD-OLED panels (produced by SDC), Sony's XR cognitive processor, Acoustic Surface Audio, XR Triluminos Max and Google TV OS. It features HDR10, HLG and Dolby Vision.

During Sony's Technology Day, the company unveiled a new VR headset prototype based on a new 4K OLED microdisplay panel, which was unveiled for the first time.

Sony reports that the new microdisplay features very low latency, with a response time of

Apple analyst Ming-chi Kuo says that Apple plans to launch its first AR headset in Q4 2022, powered by dual 4K OLED microdisplays, produced by Sony. The headset will feature Mac-level computer power and will not require a tethered smartphone to operate.

Apple has been working on AR technologies for many years. Last year it was indeed reported in Japan that Apple is working with Sony on its microdisplays. Earlier this year it was reported that Apple has teamed up with TSMC for microdisplay production - but it could be that TSMC will be the manufacturing partner, while Sony will provide the OLED technology and knowhow.