On-Cell touch

Samsung Display launches new OCTA 120Hz laptop OLED displays

Samsung Display announced that it is beginning to produce touch-enabled OLED displays for the laptop market. These panels will adopt the company's latest OCTA (on-cell touch) technology, and will support a 120Hz refresh rate and will offer a 3K resolution (the company did not detail the size).

Samsung Display's AMOLED displays for tablets and laptops photo

Samsung says that the first laptops to adopt the new panels will be Samsung's own 2023 Galaxxy Book notebooks, but the panels will also be offered to other laptop makers.

Read the full story Posted: Jan 24,2023

Tianma starts producing in-cell touch AMOLED displays

Tianma announced that it has successfully commercialized in-cell touch AMOLED displays, and it is now starting to mass produce the first such display to a customer, a well-known smartwatch maker that will ship the product in Q3 2022, globally.

Tianma GOLED in-cell touch comparison chart

Tianma explains that by adopting the in-cell structure, it has managed to reduce the total screen thickness by 20%, compared to its current on-cell technology. The new AMOLED display is also lighter.

Read the full story Posted: Jun 14,2022

Samsung starts ordering equipment for its new 6-Gen flexible OLED fab (A4E)

According to a new report from Korea, Samsung has decided to build a new flexible OLED 6-Gen (1500x1850 mm) production line (A4E, although this could be a tentative name), which will be located at Samsung's Asan production complex.

The new fab will have a monthly capacity of 30,000 substrates. The first phase (15,000 substrates) will enter production by the end of 2022, and the second phase a year later. Total investment is estimated at over 1 trillion KRW (around $854 million USD).

Read the full story Posted: Oct 26,2021

BOE to start producing on-cell touch OLED panels, to supply to Huawei's Mate 40 flagship

According to a report from Korea, BOE will start producing AMOLED displays with on-cell touch, and ship the first such panels to Huawei to be used in its Mate 40 flagship smartphone. The Mate 40 is expected by October 2020, and BOE will start producing these panels soon.

Huawei Mate 30 photo

Huawei Mate 30 Pro

BOE is not the only OLED maker to supply to Huawei's Mate 40 series - Korea's Samsung and LG Display will also ship similar panels to Huawei, some of these will use on-cell touch and some will use add-on touch panels, this depends on the Mate 40 model.

Read the full story Posted: Jul 20,2020

DSCC details the production cost and prices of flexible and foldable OLED displays

DSCC posted an interesting article detailing their estimates for the production costs and prices of choice flexible and foldable AMOLED displays, in China and in Korea.

Flexible OLED production cost and price, Korea, Q2-2020 (DSCC)

We'll start with the chart above, which compares the prices and quotes of several flexible OLEDs produced by Samsung in Korea. DSCC says that as the profitability of Samsung's OLED business is highly dependent on fab utilization, it is currently losing money on this business as the yields in its flexible OLED lines are only 38% - and fixed costs such as personnel and depreciation cannot be decreased. Having said that, DSCC sees higher utilization in the next two quarters, which will result in profitability for SDC's OLED unit.

Read the full story Posted: Jul 11,2020

UBI: Samsung Display updates its A3 fab to support LTPO and Y-OCTA

Samsung Display is updating its A3 flexible OLED production line, to support two new technologies. The TFT process is being updated, for some of the capacity, to Apple's LTPO technology. LTPO is currently used in Apple's Watch displays, but next-generation iPhones will adopt it as well.

SDC A3 fab: Y-OCTA and LTPO modifications (UBI)

According to UBI, Samsung will dedicate 75,000 monthly substrates to produce smartphone LTPO displays. According to some reports, Samsung has also developed its own backplane technology which is similar to LTPO, it could be that some of this capacity will be used for Samsung's own displays.

Read the full story Posted: Jun 22,2020

DSCC details the iPhone 12 screens and OLED suppliers

DSCC posted an interesting blog post, in which they detail what they believe to be Apple's iPhone 12 smartphone family specifications.

Apple iPhone 12 range - specs and OLED suppliers (DSCC May 2020)

So we start with the iPhone 12, which will use a 5.42" 2348x1048 (476 PPI) flexible AMOLED display, produced by Samsung Display. DSCC believes the iPhone 12 will use a Y-OCTA integrated touch. DSCC believes that while BOE did not manage to get its panel to the iPhone 12, it may become a supplier in 2021 to the iPhone 12s - if all goes well with the iPhone 12 Max (see below).

Read the full story Posted: May 21,2020 - 2 comments

LG's iPhone display orders propel its OLED smartphone market share to over 10% in Q4 2019

Towards the end of 2019 LG Display started to supply Apple with 6.1" film-touch OLED flexible displays for its 2020 iPhone, and IHS Markit now says that these shipments propelled LGD's OLED smartphone market share to 10.8% in Q4 2019 (up from only 2.1% in Q3 2019).

Apple iPhone 11 Pro photo

In fact LGD now says that mobile OLED revenues make up for 36% of its total revenues in Q4 - which is higher than its OLED TV revenues for the first time ever.

Read the full story Posted: Mar 12,2020

ETNews: LGD to upgrade its E6 flexible OLED line for LTPO and on-cell touch technologies

In November 2019 ETNews reported that LG Display will supply Apple with 6.1" film-touch OLED flexible displays for its 2020 iPhones. Samsung will also supply the same displays (in a 50:50 split) in addition to 5.4" and 6.7" OLEDs that will support Samsung's on-cell touch (Y-OCTA).

Apple iPhone 11 Pro photo

According to a new report by ETNews, LG Display is set to update its E6 flexible OLED production line to support two new technologies - LTPO and on-cell touch, which LG calls TOC. ETNews says that LG's E6 line is dedicated to Apple - currently it produces 6.5" 2688x1242 OLEDs used in the iPhone 11 Pro Max.

Read the full story Posted: Jan 04,2020

DSCC updates its 2019-2025 OLED market forecasts

DSCC updated their display industry forecasts, saying that as LCD prices continue to fall it revises the capacity forecast downward by 6% as Display makers are delaying and cancelling LCD investments. DSCC's OLED capacity forecast is also reduced by 4% - and is now growing at a CAGR of 19% from 2016 to 2025 (the main reason is the cancellation of Visionox V2 phase 2 and LGD's E6 Phase 3).

OLED capacity by country (2016-2025, DSCC)

DSCC says that OLED TV roadmap is still not clear as Chinese makers are not ready to commit to OLED TV production. DSCC does see next-generation TV capacity coming online in the future - which could be inkjet-printed OLEDs, OVJP, MicroLEDs and other potential technologies. But the next-generation display market is certainly not clear yet and DSCC sees an extended forecast during which demand will outpace supply (especially as average TV size continues to grow).

Read the full story Posted: Jan 01,2020