Competing technologies - Page 3

This is a sponsored post by Amorphyx, where display industry consultant Ian Hendy has interviewed Amorphyx's CEO John Brewer

Q: Can you start by telling us a little about what Amorphyx does, John?

Amorphyx has several fundamentally new technology platforms that provide for TFT performance improvements in three areas: (1) Switching speeds, with options to move to the Tera-Hz range ultimately, (2) Power, where the IGZO AMeTFT can achieve even lower power performance than today’s LTPO OLED Pro Motion displays and better refresh range, and (3) Small transistor size.

Our technology platforms are lower cost than the alternatives, and move from amorphous and crystalline semiconductor approaches, to devices based on different effects that do not have a semiconductor at all, yet can still drive a display, drive current, deliver grey scale and switch very fast. Or they can operate a flex IC at higher clock speeds than known today.

For now, our main commercial focus is on IGZO AMeTFT which is fundamentally a potential replacement transistor for LTPS or LTPO used in modern OLED phones and has the capability to replace more highly compensated LTPO circuits in modern Smartphone displays due to enhanced stability.

LG Display has an impressive presence  at CES 2023, showing many OLED displays, products and prototypes.

The video above starts with LG's automotive displays, which include new 18" slidable OLEDs and some more OLED and LCD displays.

Market research firm Omdia says that the global smartphone market is shrinking, and is set to fall 18% in 2022 to 1.425 billion units. LTPS AMOLED display shipments will decline 19% compared to 2021 to 44 million units (LCDs will decline even faster at 26%).

The only segmented that Omdia says is growing is the LTPO AMOLED one, with a fast growth of 94% in 2022 (to 148 million units), and will continue to grow in 2023 (25%).

LG Display has demonstrated a 12" 100 PPI full-color stretchable MicroLED display. The display can stretch up to 20% (to create a 14" display).

The display is said to be "close to commercialization" - as it is highly flexible, durable, and reliable. LGD says that it is the world's first full-color high-resolution stretchable display that was ever produced. But we do know that companies have demonstrated stretchable OLED displays in the past, for example Samsung with its 13" stretchable display shown in 2021.

LG Display reported its financial results for Q3 2022 - with a net loss of 774 billion Won (around $540 million USD) and a decrease of 6.3% in its revenues.

LGD says that demand for its panels is low - and in fact the company says that demand for premium OLED panels is dropping at an "unprecedented level" - especially in Europe. The market for OLED TVs is especially low.

Yang Joon-Young, a VP at LG Display, says that recent improvement in OLED technologies will cause an industry shift from LCoS devices to OLED microdisplays in AR systems. LCoS will find a market in low-cost AR headsets, but most AR solutions will be based on OLEDs.

Next-generation VR systems, which will require higher pixel densities, will also switch from LCD and mobile AMOLED displays to OLED microdisplays that will offer pixel densities of over 3000 PPI.

The MicroLED Industry Association (MIA) successfully concluded its kickoff meeting on August 2^nd. The work plan for the coming quarter was announced, and the association members were updated on work processes, collaboration activities and plans for the future.

The MIA is happy to announce that there are already over 15 members in the microLED association. In addition to its pre-launch founding members, the MIA welcomes the new members that joined since the official announcement on July 13. These companies include 3D Micromac, ASM Pacific Technology group, ClassOne Technology, Radiant Vision Systems and the Ennostar group (Epistar, Lextar, Yenrich and Unikorn).

TechRadar posted an interesting article that reviews Samsung's latest miniLED TV (QN85B Neo QLED, to be exact) and compares it with LG's OLED TVs.

The miniLED TV is excellent with high brightness, excellent color performance and a very good design. But at the end of the day, the image quality is not as good as the quality you get from an OLED TV, especially as the display suffers from blooming/haloing and non-consistent black scene performance.

Today we are happy and proud to announce a new MicroLED Industry Association, created to help accelerate the adoption of microLED display technologies.

The new association will bring together companies, academia and organizations active in the MicroLED industry and provide an ideal forum for solving common technology issues, fostering cooperation and sharing relevant information, resources and tools. The association will also work to promote its member companies, their technologies and products.

You can read more about the MicroLED Industry Association, including the complete list of member benefits, here: https://www.microledassociation.com

This page is still at an early stage, and we are working on a new design which will be updated shortly.

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.