tandem architecture

Japan Display (JDI) made an interesting announcement today, saying that it has made a strategic investment in OLEDWorks, and now owns 6.69% of the company. The two companies are also planning to build an advanced OLED production line in the US, targeting high-performance displays for the defense, automotive and medical industries.

JDI did not disclose much else, beyond saying that in addition to the manufacturing hub, it will alsop build an advanced display R&D center in the US, together with OLEDWorks. JDI does seem to emphasize OLEDWorks' multi-stack architecture, which maybe means that this technology will be used in the upcoming production line.

Last week LG Electronics officially launched its 2025 OLED TV range, where some of the high-end models reaching 4,000 nits. LG Display today unveiled the technology behind these new OLED displays.

LGD's so-called META 3 WOLED panels (which are the company's 4th-gen WOLEDs) achieve 33% higher brightness to each a maximum of 4,000 nits. The new panels adopt a new stack structure that has two layers of blue emitters and two more layers, one with red emitters and one with green emitters. LGD refers to this architecture as a "Primary RGB Tandem structure". 

The Fraunhofer IMPS announced that it has developed an exceptionally bright OLED microdisplay, using a novel stack architecture. The new 0.62" SXGA monochrome (green) microdisplay achieves a brightness of 70,000 nits, and on reference substrates it has even achieved over 200,000 nits.

The new architecture uses a 3-stack architecture, which means that three complete OLED device stacks are placed on top of the other. This achieves high brightness, and also reduces the current density for a given brightness compared to a single stack device - and so enhances the lifetime of the device.

In late 2024 we reported several times that demand for Apple's iPad Pro devices is lower than expected, and the company reduced its OLED panel orders from both Samsung and LG.

According to a new report from Korea, LG may decide to start using its IT AMOLED production line to produce smartphone displays. The company looks to supply 70 million iPhone AMOLED displays to Apple in 2025, up from around 65 million in 2024 (and 52 million in 2023). Converting the IT AMOLED line to smartphone panel production will enable LGD to increase capacity without a large investment in new equipment.

UBI Research estimates that the volume of OLED emitting materials purchased in Q3 2024 reached 32.7 tons, which is the highest ever, with the previous record in 2021. UBI expects 2024 as a whole to be the record year in OLED emitter material shipments.

In terms of customers, SDC holds the largest share with 41.4% of the total market, followed by LGD (20.5%), BOE (11.6%) and Visionox (8.3%). In terms of architecture, 83.7% of all emitter materials went into RGB OLEDs, 11.3% into WOLED (LG's WRGB) panels and 2.8% into QD-OLED panels.

According to Omdia, Korea regained the top position in the AMOLED market in Q2 2024, after China surpassed Korea in Q1 2024 for the first time.

Omdia says that both Samsung Display and LG Display enjoyed increased sales of high-end AMOLED displays for IT devices (laptops and tablets), and held a market share of 49.9% in Q2 2024, while Chinese OLED makers (Visionox, BOE, Everdisplay, Tianma and CSoT) held a market share of 49%.

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.

Huawei announced several new devices yesterday, all with AMOLED displays. We'll start with the Mate X6, a foldable smartphone that offers a 7.93" 120Hz 2240x2440 foldable LTPO AMOLED display, and a 6.45" 120Hz 1080x2440 LTPO AMOLED cover display.

Second is Huawei's new Mate 70 smartphone family, with 3 models. The basic Mate 70 has a 6.7" 2500 nits 120Hz 1216x2688 LTPO AMOLED display, while the 70 Pro and 70 Pro+ both sport a larger 6.9" 1316x2832 LTPO AMOLED displays. The interesting Mate 70 RS Ultimate edition that has a 6.9" 120Hz 3,500 nits 1316x2832 tandem LTPO AMOLED.

China-based AMOLED producer Everdisplay is constructing a new 6-Gen production line in Shanghai, an expansion of its existing fab. The company's original plan was to start mass production in December 2024, but it now announced it will delay this and mass production is now only expected in december 2025. This is the second delay of this project.

Everdisplay says that the reason for the delay is that the company wishes to upgrade the line to the latest OLED technologies, such as LTPO backplanes, Tandem stack architecture and a hybrid platform (which means rigid OLEDs with TFE encapsulation and a glass backplane).

In this article, we examine the theoretical question of whether or not it makes sense for LG Display and Samsung Display to merge, into one company.

Note that we have no indications that such a merger is even considered by the two companies, but we feel this is a fascinating topic that should be explored, and is supported by several strong arguments.

We'll start with a short introduction to the two companies, then see why there are many reasons to pursue a merger, then explain the reasons against a possible merger, and finally detail the current financial situations of both companies.

Samsung Display and LG Display

Samsung Display Corporation (SDC) is a subsidiary of Samsung Electronics. SDC is a leader in OLED production, with a market share of over 40% in the small OLED display market (the second largest player, BOE, holds a market share of around 15%). SDC produces over 300 million AMOLED displays per year - supplying them to Apple's iPhones and tablets, Samsung Electronics Galaxy phones, and many more. The Company also produces larger-area QD-OLED panels for TVs and gaming monitors, and has a capacity of producing around a million TV panels per year. SDC no longer produces any LCDs. SDC does produce microLED displays (but on a very small scale, this is currently a strictly next-gen display technology), and the company develops OLED microdisplays (and also holds OLED microdisplay producer eMagin which it acquired in 2023 for $243 million).