OLEDs for laptops - introduction and industry news. - Page 6

Samsung Display and LG Display are both gearing up to build 8-Gen AMOLED production lines, aiming to supply Apple (and others) with OLEDs for IT devices - laptops and tablets, mostly. Last month Samsung announced that it will convert an existing LCD line in Asan to OLED production, with an estimated cost of $3.1 billion. 

According to a new report from Korea, the slowdown in Apple's laptop sales is a cause of worry for the OLED producers, who have delayed the plans to build the new fabs, and delayed equipment orders. The main problem for the OLED makers is that the slowdown in Apple's sales may drive Apple to want to low the price of the laptop displays, which would put a stress on the profitability of new OLED fabs.

Omdia released its latest IT OLED display forecasts, with some interesting projections. 

The company sees very nice growth ahead for OLED displays in the IT market, with shipments rising from around 9.7 million units in 2022 to over 70 million units in 2028. Most of the growth will come from adoption in laptops, but tablet adoption will also increase sharply.

In August 2022, Samsung Display announced that the company decided to build a 8-Gen (2200x2500 mm) production line, which will begin production in 2024. The company now updated that it will convert an existing LCD line in Asan, South Chungcheong province, Korea - and the total cost of the project is $3.1 billion. Samsung Display received government subsidy for this project. 

Samsung says that the new production line will enable it to more than double its AMOLED tablet panel production. The company acknowledges the drop in demand for displays in general, but the company expects that demand for premium mid-sized panels will keep increasing. 

DSCC estimates that the OLED market will contract 7% in 2023, by revenues, to reach $38.7 billion. In terms of shipments, there will be a 1% decline from last year.

The two main OLED markets, smartphones and TVs, will both decline - OLED smartphone revenues will decline by 8% in 2023 (shipments will remain the same), while OLED TV panel revenues will drop 15% (12% by shipments).

Samsung Display started producing laptop OLED displays a while back, and now we are happy to offer one of these panels at the OLED Marketplace.

The display is a 15.6" 4K (3840x2160) laptop AMOLED, with an LVD interface. It is possible to add a touch layer.

Earlier this month LG Electronics introduced its 2023 Gram laptop series, that all come with OLED displays. According to the latest update from Korea, these new laptops use displays produced by Samsung Display.

This is the first time that Samsung provides AMOLED displays to LG Electronics. These are rigid OLEDs. LG Display does not produce such displays, it is making only flexible OLED panels.

Samsung Display announced that it is beginning to produce touch-enabled OLED displays for the laptop market. These panels will adopt the company's latest OCTA (on-cell touch) technology, and will support a 120Hz refresh rate and will offer a 3K resolution (the company did not detail the size).

Samsung says that the first laptops to adopt the new panels will be Samsung's own 2023 Galaxxy Book notebooks, but the panels will also be offered to other laptop makers.

Korea-based ETNews reports that Apple has finally committed to adopt OLED displays in future tablets and laptops, and the company has signed a contact with a "local OLED developer" (which means either Samsung Display or LG Dispaly) to develop four different OLED displays.

According to the report, Apple decided to adopt a 10.86" and 12.9" AMOLED displays for future iPad devices, and 14" and 16" displays for future MacBooks. The first OLED iPad will be released in 2024, while the first OLED MacBook will come later in 2026.

Coherent has launched a new Monaco infrared industrial femtosecond laser configuration with 150 W of output power. The company says that the new laser is ideal for cutting of large OLED display glass.

The OLED industry is now entering the IT display market (tablets, laptops and monitors) and this accelerates the demand for laser tools with higher output power that can process larger glass sheets than those currently used in smartphones and wearables. Coherent says that the new Monaco 1035-150-150 outputs more than double the power and pulse energy of existing configurations, enabling high-precision cutting of large glass panels in very high volumes to produce large OLED screens with perfect assembly fit in next-generation IT devices. Coherent says that its new laser is the smallest femtosecond laser of its kind on the market and the easiest to integrate into laser tools.

Respected Apple analyst Ming-Chi Kuo says that according to his sources, Apple is aiming to release an OLED MacBook in 2024.

Apple is already using OLED displays in its smartphones and wearables, and it used to have MacBook Pro powered by an OLED touchbar back in 2016. We know that Apple is aiming to move to OLED displays in its tablets and laptops, so this 'rumor' is not a surprise, but it remains to be seen if Apple's OLED laptops will indeed come as soon as next year.