OLED laptop - Page 3

According to a report from Korea, LG Display has started to produce 13.4" tandem AMOLED panels for Dell, to be used in the upcoming 2024 XPS 13 laptop. LGD will produce 100,000 such panels for Dell at its E6 production line (the same line used to produce Apple's iPad Pro displays).

The tandem OLED displays will enable longer lifetimes, and also increased brightness / efficiency. Interestingly, Dell says the displays will only feature a brightness of 400 nits. The full display specification: 13.4" 3K+ (2880x1800) 60Hz 400 nits AMOLED panels. 

Visionox is the latest company to announce a new AMOLED production line, targeting the IT display market - laptops, monitors and tablets. The company said that it will best 55 billion Yuan (around $7.6 billion USD) to build a 8.6-Gen production line in Hefei, Anhui province.

Visionox's production line will have a monthly capacity of 32,000 substrates. The company did not share any details regarding the timeline of this project, or its financing.

TCL CSOT demonstrated its latest displays, technologies and prototypes at Display Week 2024. The company is focused on inkjet printing technologies, and a lot of the displays on show were indeed printed.

So first up, we TCL demonstrated a 14" 2880x1800 400 nits 30-120Hz ink-jet printed LTPO AMOLED display. The display is produced on a glass substrate, with thin film encapsulation (a 'hybrid OLED').

BOE had a large demonstration at Displayweek 2024, showing several display technologies and many new panels and prototypes.

First up we have a slidable OLED display, one of the largest we've seen, at 31.6". The display offers a resolution of 5944x1672, a sliding distance of just over 260 mm (BOE says its the world's longest) and a sliding radius of 5 mm.

Omdia estimates that OLED display shipments for laptops and tablets will grow from around 8 million units in 2023 to around 99 million units in 2031, a CAGR of 37%. We have already seen major laptop and tablet brands starting to adopt OLEDs in their latest devices, including Apple and Microsoft just recently.

Omdia says that in 2022 and 2023, the demand for laptops and tablets actually slowed, but new laptops with AI capabilities are now being introduced, and Omdia expects a recovery in demand for mobile PCs following the discontinuation of Windows 10 support in the second half of 2025.

Samsung Display had a rather large booth at Displayweek 2024, showing its latest OLED displays and technologies. Samsung showed several displays - including foldable smartphone panels, laptop and tablet displays, two QD-OLED displays, its 9.4" round automotive AMOLED, and more.

One interesting display was a panel that combines a foldable and a rollable display, that can open up to an impressively large display. Samsung brands it as a Flex Note Extendable Display.

As OLED display makers are racing to launch IT AMOLED displays (for laptops, monitors and tablets), there has been recent reports that TCL CSoT has decided to build a 8-Gen AMOLED line, in a 63 billion Yuan (about $8.7 billion USD) investment.

TCL CSoT issued a statement that says that this report is inaccurate, and the company has not made a decision yet and does not have an investment plan. 

In 2022, Japan Display (JDI) announced that it has developed a "historic breakthrough in display technology" - a new OLED deposition process which they refer to as eLEAP, that is said to be cost effective and can be used to create freeform OLEDs that are brighter, more efficient, and longer lasting compared to OLEDs produced using mask evaporation (FMM).

JDI is planning to establish a 8.7-Gen eLEAP fab in China, and it is also building a smaller-scale 6-Gen eLEAP production line in Mobara, Japan. The company announced that the 6-Gen Mobara fab is advancing ahead of schedule, and production of eLEAP panels will begin before the end of 2024. JDI developed 14" laptop panels that are three times brighter than other OLEDs (at 1,600 nits), and is also targeting smartwatches, smartphones and automotive displays. JDI is also looking into adopting a tandem structure, to increase brightness even further to 3,000 nits.

A report from China suggests that TCL CSOT is looking into building a 8.6-Gen AMOLED production line, targeting IT display production. According to the report, TCL will announce its investment plan later in 2024, if it decides to go ahead with the new fab.

The IT display market (targeting laptops, monitors and tablets) is heating up as Apple will start to adopt AMOLED displays in its tablets this year. Apple's market pull is significant and other vendors will likely increase adoption of IT AMOLEDs.