AMOLED

DSCC: demand for AMOLEDs to increase, but the market will remain in oversupply

DSCC says that the AMOLED industry (mainly smartphones and IT applications) is still in oversupply, and this will remain so until 2028 - but demand is expected to increase faster than capacity and so the oversupply will gradually decline to 2028.

Regarding OLED TVs, demand will increase and fab utilization will improve - but in this market DSCC also sees an oversupply situation to 2028 at least (a surplus of 22% in 2028).

Read the full story Posted: Jul 09,2024

LG Display gets approved to supply AMOLEDs for the iPhone 16 Pro Max before Samsung Display

Reports from Korea suggest that Apple approved LG Display as a supplier for its upcoming iPhone 16 Pro Max, the most advanced iPhone model to be released this year. Interestingly, LGD apparently got the approval before Samsung Display, Apple's main OLED supplier.

If true, this is the first time that Apple approves LGD first. This does not necessarily mean anything, but it does mean that the technology gap between Samsung and LGD is low, if present at all. Samsung has much higher production capacity compared to LGD, note. The two companies will likely produce panels for all four iPhone 16 models, and it is reported that BOE will supply some panels for the two standard iPhone 16 models.

Read the full story Posted: Jun 12,2024

Omdia: adoption of OLEDs in smartwatch applications grows to 37% of the market

Omdia says that it expects the global smartwatch display market to reach 359 million units in 2024 (up from 259 million units in 2022). OLEDs hold a 37% market share (132 million units).

Omdia says that the leading smartwatch OLED producers, in the first half of 2024, are LG Display (Apple's main supplier), Everdisplay and Tianma - which together hold a 53% market share. China-based wearable OLED production accounts to 64% of the total market.

Read the full story Posted: Jun 07,2024

Rumors suggest Lenovo is developing a tablet with Samsung's slidable 17-inch AMOLED display

There are some reports that Lenovo is developing a new tablet device that will use Samsung's 17" slidable AMOLED display. The display will be 13" in size when closed, and will be able to roll (slide) up to 17". Lenovo hopes to launch the tablet by 2025.

Back in 2022, Intel demonstrated a laptop device with a 17" rollable AMOLED display, produced by Samsung Display. Since then SDC demonstrated several similar concepts, including a panel that is both foldable and rollable.

Read the full story Posted: May 27,2024

Some Apple iPad Pro customers complain of noticeable grain in the new OLED tablets

Earlier this month Apple announced its 2024 iPad Pro devices, Apple's first tablets with AMOLED displays, using tandem panels produced by LG Display and Samsung Displays. Some customers have complained about an annoying grain pattern in the new display:

This is especially noticeable in dark environments. It seems as if the 11" model is more affected by the 13" one. The 11" panel is produced exclusively by Samsung Display, while the 13" is made by both Samsung and LG Display. It could be that this is a problem only at Samsung's panels. 

Read the full story Posted: May 26,2024

Samsung Display established a dedicated research team to develop OLED products for Apple

According to reports from China, Samsung Display established a new R&D team dedicated to develop OLED products for Apple. The so-called "A Team" is part of the Giheung Research Institute in Yongin, Korea.

This is an interesting move by SDC. Apple is an extremely important customer for Samsung Display, of course, and up until recently SDC has been the leading supplier of OLED displays for Apple - winning the majority of orders for iPhone AMOLEDs. But now that Apple is starting to adopt OLEDs in IT products (starting with tablets) things are changing.

Read the full story Posted: May 06,2024

China's small-to-medium OLED production surpasses Korea's for the first time

According to Sino Research, in the first quarter of 2024, small-to-medium AMOLED production in China surpassed the production in Korea, by shipments, for the first time. China's market share was 53.9%, an increase from 44.9% in Q4 2023.

The leading producer is still Samsung Display, with a 41% market share (down from 53.3% last year). BOE has a market share of 17%, Visionox 12%, CSoT 10%, Tianma 9% and LGD 6%. The mean reason for the rise in China production and a decline in Korea's is lower shipments to Apple and an increase in the adoption of OLEDs in Chinese smartphones. 

Read the full story Posted: May 03,2024

Reports suggest that Nintendo has already finished developing the OLED version of the Switch 2 gaming console

In October 2021, Nintendo launched its first OLED gaming console, the Nintendo Switch OLED. The new OLED device is popular - eight months after the launch Nintendo announced it shipped over 5.8 million devices, and earlier this month the company announced it has sold over 7 million Nintendo Switch OLED devices in Japan alone.

Nintendo Switch OLED consoles image

In early 2024, we heard that Nintendo is working on its next-generation console that will replace the Switch and Switch OLED devices, which will utilize an 8" LCD display (produced by Sharp). This was a disappointment - especially as people seem to love the OLED display. But according to a new report, Nintendo has already finished the development of a Switch 2 OLED device, that will released shortly after the LCD model is launched (perhaps even still in 2024). The OLED, as in the original Switch OLED device, will be produced by Samsung Display.

Read the full story Posted: Apr 26,2024

Japan Display to start producing eLeap laptop displays at its 6-Gen Mobara fab, ahead of schedule

In 2022, Japan Display (JDI) announced that it has developed a "historic breakthrough in display technology" - a new OLED deposition process which they refer to as eLEAP, that is said to be cost effective and can be used to create freeform OLEDs that are brighter, more efficient, and longer lasting compared to OLEDs produced using mask evaporation (FMM).

JDI is planning to establish a 8.7-Gen eLEAP fab in China, and it is also building a smaller-scale 6-Gen eLEAP production line in Mobara, Japan. The company announced that the 6-Gen Mobara fab is advancing ahead of schedule, and production of eLEAP panels will begin before the end of 2024. JDI developed 14" laptop panels that are three times brighter than other OLEDs (at 1,600 nits), and is also targeting smartwatches, smartphones and automotive displays. JDI is also looking into adopting a tandem structure, to increase brightness even further to 3,000 nits.

Read the full story Posted: Apr 18,2024