OLEDs for laptops - introduction and industry news. - Page 7

The Elec reports that Samsung Electronics is set to launch a foldable OLED laptop next year, using a 17.3" AMOLED display produced by Samsung Display. HP is also gearing up to release its first foldabl OLED, with a 17-inch display produced by LG Display.

Asus ZenBook 17 Fold OLED

Foldable OLED laptops are exciting, but current prices are very high, and so demand is low. The Asus ZenBook 17 Fold OLED for example, which uses a 17.3-inch display made by BOE, costs $3,500 - a very high price for a laptop. It is reported that Asus only ordered 10,000 displays from BOE as it understand it cannot ship many units at this price, and HP also not planning for many sales of their own first-gen foldable laptops, and have ordered a similar number of displays.

UBI Research says that shipments of medium and large area OLED panels (which the company defines as 10 inches and up) will reach 26.1 million units in 2022. The market is set for fast growth, and shipments will reach 69.5 million units by 2027.

The main application by revenue will be TV panels, over the whole projected period, and OLED TV panel shipments will reach 14.8 million units in 2027, and generate $9.18 billion in sales.

According to reports from Korea, Apple is designing a new foldable MacBook laptop, that will adopt a large 20.25 foldable OLED display. Apple is collaborating with Samsung or LG Display on this project, the report does not detail that.

The reports also suggest that Apple is looking into smaller foldable display - including a foldable iPhone and a foldable iPad Mini (10-inch when open) - but these projects aren't confirmed yet.

OLED driver IC developer MagnaChip has launched its first power management integrated circuit (PMIC) specifically designed for IT devices with OLED displays.

A PMIC supplies power to electronic devices, and it is an important component in mobile devices to optimize power consumption. The newly-designed PMIC communicates with a system by using an Inter-Integrated Circuit (I2C) interface and can control functions such as output voltage control, ON/OFF block, output voltage sequence management, and more. It supports variable refresh rate OLED displays, from 60Hz to 240Hz.

UBI Research estimates hat shipments of OLED panels for IT applications (tablets, monitors and laptops) will reach 48.8 million units by 2027, growing from around 9.5 million units in 2022 (a CAGR of 39%).

In 2022-2024, the main application for OLED panels is in laptops, but this will change from 2025 and onwards as tablets will also become a dominant applications (as Apple will start adoping OLEDs in its high-end iPads).

During Lenovo's Tech World 2022 event, the company and its Motorola subsidiary showed new device prototypes, including two interesting rollable OLED devices.

In the video above, you can see a new laptop prototype that has a rollable OLED display, that opens up to increase the screen size. There's also a smartphone that opens from a 4-inch display to a 6.5-inch one using a rollable display.

During Intel's Innovation Day 2022, Samsung Display's CEO shows a prototype rollable AMOLED laptop display that opens up from 13-inch to 17-inch:

Over the years, Intel has been working with display makers to showcase innovative new display technologies. In early 2020 the company showed a foldable 17-inch laptop device.

OLED makers are gearing up to increase production of IT OLED panels, used in laptops, monitors and tablets. Towards that, analysts expects over 10 8.5-Gen OLED lines under consideration now in the industry. This drive is led by Samsung Display that confirmed is is building a 8-Gen (2200x2500 mm) OLED production line, that will begin production in 2024.

A 8-Gen (or actually 8.5-Gen) fab uses 2200x2500mm glass substrates. According to a new report in Korea, Samsung actually decided to adopt a larger glass - a 8.7-Gen 2290x2620 mm. The ~10cm increase will increase production efficiency by around 9%, but this means that current 8.5-Gen LCD equipment that Samsung hoped to use will not be usable any more.

The COVID-19 pandemic created an increased demand for high quality IT solutions, including monitors and collaborative tools, which prompted OLED display makers to start offering solutions for this market for applications like computer monitors, signage and more.

OLED displays that are 20-inch or more suffer from incompatibility with standard capacitive touch, because the thin OLED panel results in large parasitic capacitive coupling with the touch surface. The dynamic driving of OLEDs (where only lit pixels draw current) further reduces the capacitive touch performance by introducing unpredictable “display pattern noise”. These issues are easily mitigated in small area displays, but as OLEDs increase in size, the performance and costs of capacitive solutions suffer.

Last Month Samsung Display confirmed that Samsung is now building a 8-Gen (2200x2500 mm) OLED production line, that will begin production in 2024.

It is expected that the new line will mostly produce panels for IT devices (laptops and tablest) and also for automotive applications. Many believe that these applications will adopt tandem stack structure to increase brightness and lifetime. According to a new report, Samsung's new line will adopt a single-stack structure, and not a dual-stack one.