The OLED-Info newsletter, August 2020
Published: Mon, 08/03/20
OLED market updates
Here are the latest forecasts and estimates on the OLED market:
- DSSC updates its OLED industry outlook, sees an oversupply situation for smartphone OLEDs till 2025
- DSCC details the production cost and prices of flexible and foldable OLED displays
- Omdia now sees the OLED market contracting 1.2% in 2020
- DSCC lowers its OLED material revenue forecast, now sees a $2.06 billion market in 2024
- UBI Research: 215 million flexible OLED displays to ship in 2020
- UBI sees fast growth in Polyimide films and ultra-thin glass for foldable smartphone displays
- OLED-Info updates its OLED market reports
LG OLED updates
In July LG Display released some interesting OLED news:
- LG Display officially announces it has started to mass produce OLED TVs in Guangzhou
- LG says it will release a rollable OLED smartphone in 2021, using BOE panels
- LG Display delays its P10 10.5-Gen OLED TV fab to 2025
- LGD reports its financial results for Q3 2020, with lower demand for OLED TVs and pOLEDs
- LGD opens a new OLED showroom, looks to collaborate with other industries to accelerate OLED adoption
Visionox starts shipping AMOLED with an under-the-display camera
Last month Chinese OLED producer Visionox launched an under-the-OLED camera technology, branded as InV See - which enables a selfie camera in a full-screen OLED smartphone. According to new report from China, Visionox has already shipped InV See displays to Huawei and Xiaomi which will launch smartphones with these displays soon.
The report suggests that Visionox started to ship these displays in the second half of 2019 - and these deals were worth over 3.5 billion yuan (around $500 million USD).
OLED microdisplay market updates
The OLED Microdisplay market is heating up, as consumer AR applications is seen as a future fast growth driver. During July we heard some exciting OLED microdisplay news
- Kopin achieved a breakthrough in color fidelity on tandem OLED microdisplays
- A look into eMagin's AR/VR dPd technology
- The US DoD awards eMagin with $33.6 million to sustain and maintain its OLED microdisplay production facility
- INT Tech to establish a $143 million OLED display fab in Taizhou, China
- OLED-Info updates its OLED Microdisplay Market Report
Park Systems Announces New 8-Gen+ Atomic Force Microscopy for OLED Inspection
This is a sponsored post by Park Systems
Park Systems Corp, a leading manufacturer of atomic force microscopy systems, announced that it has scaled up its AFM tools for 8-Gen or larger flat panel displays with new Park NX-TSH, based on its Tip Scanning Head technology. According to Park Systems, this is the only automated tip scan head system that can analyze samples larger than 300 mm on the market.
Park Systems is an AFM pioneer and industry leader, with headquarters and R&D in Seoul, Korea. Read more about the new NX-TSH systems and what it means for the OLED industry.
OLED-Info updates its OLED Market Reports
In July 2020 we published new versions of our OLED market reports - that cover the flexible, VR/AR, microdisplays, automotive, PMOLED and graphene OLED markets. OLED-Info provides comprehensive niche OLED market reports, and our reports cover everything you need to know about the niche market, and can be useful if you want to understand how the OLED industry works and what this technology can provide for your own industry.
According to the OLED Association, due to the COVID-19 pandemic, Tianma is delayings the second phase at its 6-Gen OLED fab in Wuhan
DSCC estimates that Apple paid around $950 million to Samsung Display in the last quarter - due to lower smartphone OLED orders. Apple is committed to buy a certain amount of displays, and this payment is a fine due to lower orders.
Japan Display says it is developing a new OLED production technology that will enable higher resolution and higher efficiency OLED displays, and the company is in talks with potential customers regarding a joint investment in producing next-generation OLEDs.
US-based OLED inkjet printing developer Kateeva announced that Tianma has ordered an R&D 200mm YIELDJet Explore printing system to expand its OLED research and development programs.
Microsoft recently published an interesting research project (led by Sehoon Lim) that discusses the potential use cases of under-the-OLED camera and its advantages, and also the challenges - with AI technologies that could assist in solving these issues.
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.
UBI Research reports that OLED makers are aiming to adopt color filters instead of polarizers in foldable OLED displays. The polarizer help prevent internal reflections by external light, but they lower the brightness and limit the flexibility of the panel.
LG Display announced that its OLED TV displays have been recognized for maximum eye comfort by leading global independent inspection service TÜV Rheinland of Germany and UL, a leading global safety science company.
Xiaomi's first OLED TV sports a 65-inch 10-bit 4K 120Hz WOLED panel
An update to Samsung's foldable phone, with the same 6.7-inch 1080x2636 foldable UTG AMOLED
An update to ZTE's Nubia Alpha, the Watch uses a 4.01-inch flexible AMOLED wrapped around the wrist strap
A high-end education tablet with a 11-inch 2368x1728 AMOLED display
The TCL 10 Plus features a 6.47-inch 1080x2340 HDR AMOLED display
ZTE's Nubia Red Magic 5S is a gaming smartphone that features a 6.65-inch 1080x2340 144Hz AMOLED display
The OnePlus Nor features a 6.44-inch 1080x2400 90Hz Fluid AMOLED display
The Z5 is a full frame mirrorless camera with an OLED EVF
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