WRGB - Page 3

Omdia posted an interesting market analysis, saying that Samsung Display is looking to increase its OLED TV market share, and will push QD-OLED TV shipments strong in 2023. SDC will increase shipments by 141% in 2023, and will continue to increase production.

Samsung's production increase will be met by an increased number of suppliers - not just Samsung and Sony as in 2022, but other companies will start offering QD-OLED TVs (Philips, TCL and Sharp).

LG Display announced that it is starting to produce 27" and 45" 240Hz WOLED panels, optimized for gaming applications. The 45" panel is an ultra-wide 3440x1440 (WQHD) curved one.

LG Electronics already unveiled monitors based on these panels last month, the Ultragear 27GR95QE-B and 45GR95QE. LGE did not say when these monitors will ship, but it will likely happen soon if LGD is already producing the panels. Other companies, including Asus and Corsair have also developed monitors based on these panels.

UBI Research says that according to its latest study, the OLED emitter market is set to grow from around $1.82 billion in 2022 to $2.75 billion in 2027, with an annual growth rate (CAGR) of 8.6%.

In 2027, UBI expects Samsung's emitter material orders to amount to $680 million - fueled by growth in foldable OLED panels. BOE's emitter material orders will reach $380 million, and LG Display's - $230 million.

In December 2021, LG Display unveiled its OLED.EX (Evolution and eXperience) technology, that are based on deuterium-enhanced compounds to increase brightness by up to 30%. The company now announced that it has completed upgrading all of its WOLED TV production lines (in Korea and China) to EX technology, and all new panels will use the new materials.

LG Display says to develop the OLED.EX technology, it has converted the hydrogen elements present in organic light emitting elements into stable deuterium. LGD extracts the deuterium compounds from water, and after stabilization, the compounds allow the OLED devices to be brighter - and also last longer.

According to reports, LG Display will start producing mid-sized W-OLED panels, as it is concerned that demand for TV panels is on the decline.

LGD will start producing 27-inch WOLED panels as early as by the end of October, targeting small TVs and gaming monitors. LGE will be LGD's first customer, and it plans to release its 27-inch OLED display in Q1 2023.

Earlier this month we reported that LG Display aims to start making 20-inch OLED panels, but we did not know the technology that LGD will adopt - WOLED (from its 8.5-Gen TV lines) or RGB (from its pOLED 6-Gen lines).

LGD now says that it is indeed developing panels for gaming monitors, with sizes ranging from 20-inch to 30-inch. The company also disclosed that these will be WOLED panels, produced at its 8.5-Gen lines. LGD also confirms that the first panels will be released by the end of 2022.

LG Display's CFO, Mr. Kim Sung-hyun, said that the negotiations with Samsung Electronics towards a WOLED panel supply deal, has been halted. The companies made some progress over the past few months, but they haven't been able to reach an agreement.

Earlier this year it was reported that the two companies finally agreed on panel prices, but that report may have been incorrect. According to analysts, the two companies still may resume the talks in the near future.

At SID Displayweek 2022, BOE demonstrated a 95" 8K OLED TV display prototype. This was an impressive display, and according to DSCC, BOE actually hopes to start producing such panels commercially.

BOE, it seems, aims to produce the display at its B5 R&D line, which has a very limited capacity. But as TVs based on this panel will be premium TVs, the limited capacity may be enough.

LG Display says that it has no immediate plans to start producing OLED panels for monitor applications (at sizes of around 30-inch), but the company is looking at two different architectures for such panels.

Specifically, LGD is considering whether its WRGB OLED panels, used currently to make TV panels (sizes 42-inch and up) are suitable for 30-inch monitor panels. Another option that LGD is looking into is adopting its RGB mobile OLED (p-OLED) technology to produce monitor panels.

Samsung Electronics has been in talks with LG Display over the supply of WOLED TV panels for a long time (we first reported on this in April 2021) but the agreement was delayed, with the two parties not agreeing on price and other issues.

A new report from Korea suggests that Samsung and LGD have finally reached an agreement over panel prices (Samsung will pay the same as LG Electronics), and it is estimated that an official agreement will be reached soon. Samsung plans to unveil its first WOLED TV in July 2022.