OLED laptop

UBI Research says that Samsung Display's medium and large OLED panel shipments in Q3 2024 were the same as in the previous quarter. Shipments of tablet OLED devices were low, but this was offset by increased sales of automotive displays. Compared to 2023, total medium and large OLED panel shipments more than doubled, mainly due to increased sales of tablet panels to Apple, and increased laptop OLED shipments.

UBI estimates that SDC's tablet PC sales decreased by 38% compared to the previous quarter. Automotive OLED shipments rose from 100,000 units in Q1 2024 to around 500,000 in Q3. 

Omdia has updated its Apple iPad and Macbook display roadmaps, with new forecasts and information about Apple's OLED adoption plans in its IT product lines. 

According to Omdia, Apple's iPad Mini will get a 8.4-inch LTPS OLED display in 2026. In 2027, Apple will also introduce OLED displays in its iPad Aid models (11-inch and 13-inch). In 2028 Apple will revamp the OLED displays in its iPad Pro models, offering a tandem architecture, polarizer-free OLED design and LTPO backplanes.

Omdia estimates that shipments of OLEDs over 9-inch in size (which Omdia defines as large-area OLEDs, although most companies will refer to these sizes as medium-sized OLEDs) will increase 116.5% in 2024, and will rise a further 32.7% in 2025.

This growth is driven by increasing demand for OLED monitors, tablets and laptops.

Applied Materials announced a technology, branded as MAX OLED that enables OLED display production on large glass substrates, aiming to provide a cost-effective solution to produce TV and TV displays. Applied developed and patented a new OLED pixel architecture and a "dramatically different manufacturing approach" that the company says enables brighter, clearer, more energy-efficient and longer-lasting.

Applied's new MAX OLED systems can scale from 6-Gen substrates to 8-Gen substrates, supporting the new wave of IT OLED production lines. Applied says that its new solution has strong customer interest - and already achieved repeat orders from several leading display makers (see below). Specifically, Applied announced that it will supply an R&D system to Samsung Display that will test the new production technology for its AMOLED and QD-OLED production technologies.

According to a report from Korea Samsung Display aims to increase its small-sized and mid-sized AMOLED panels production in 2025 by 10.25% compared to its 2024 production (or 475 million panels up from 432 million panels).

Of course SDC's production plans depend on market demand, but it seems as if the company believes the OLED market is set to grow or that the company aims to grab a larger share of the market. SDC mostly aims to increase production of IT panels (laptops and tablet displays) and foldable smartphone OLED panels.

Towards the end of 2023, BOE officially announced its plans for a 8.6-Gen flexible LTPO AMOLED line in Chengdu. The agreement with Chengdu's local government was signed in early 2024, and in April BOE announced it is starting to construct the new fab. A few weeks ago BOE said it finished the construction of the main outer structure in this project, and that the company is on track to finish the fab by May 2026, with mass production expected by October 2026 - and full production in 2029.

Samsung Display is progressing as planned with its  8.6-Gen AMOLED production line. The company recently completed the installation of all major equipment in the new line, and mass production is still expected to begin in 2026.

Samsung Display is now focusing on testing, calibrating and improving all process steps, as the new fab includes new technologies that haven't been deployed before in OLED production.

According to industry reports, Apple recently established four display research labs in China, in Beijing, Shenzhen, Suzhou, and Shanghai. 

Apple has reportedly formed an alliance with China's leading OLED makers, as the company gets ready to deploy OLED panels in its laptops and tablets. Apple is interested in diversifying its supply chain and not rely exclusively on Samsung Display and LG Display for its smartphone and IT AMOLED panels. The main goal of the new research labs is to test OLED panels produced by Chinese display makers, and evaluate and compare them to LG's and Samsung's OLEDs.

The Elec reports that Korea's Chemtronics is constructing a new fab at Sejong City that will be able to etch 8-Gen OLED substrates. This fab is built specifically for Samsung Display's new 8-Gen IT AMOLED line. The Elec said that Chemtronics already spent almost $70 million on this new fab, with Samsung supporting it with an investment as well.

The new fab will receive finished 8-Gen IT TFE rigid AMOLED panels from Samsung Display's upcoming A6 line, on a glass substrate. The new etching fab will reduce the thickness of these OLEDs from 0.5 mm to 0.2 mm, to enable lighter and thinner tablet and laptop OLEDs.

Rain Technology announced a new technology, called OLED Switchable Privacy, that is designed to protect OLED displays. Rain Technology says that its privacy technology already shipped in millions of LCD laptops and other displays, and is now ready for OLED displays for the first time.

OLED Switchable Privacy is embedded in the display panel smartphones, tablets or laptops, directing and controlling light from the display, thus allowing enterprises, consumers and application developers to hone unprecedented levels of automated visual security.