LG Display announced that it has started to mass produce 17" 2560x1920 foldable OLED laptop displays. LGD applied a tandem stack architecture, to increase the lifetime of the OLED displays, to make it suitable for the demands of laptop use.
It is likely that the recently announced HP Spectre Foldable PC uses LG's new panels.
Japan Display (JDI) plans to start producing medium-sized OLED displays, to be used in tablets and laptops. The company hopes to start producing the first panels (which will be around 14-inch in size) by 2025.
Asus ZenBook 17 Fold OLED (BOE panel)
Up until now, JDI focused on the production of wearable OLED displays, selling its panels for Apple's smartwatches since 2019. The company's production volume was limited, and so was its technology capabilities to increase production panel sizes. It will be interesting to see whether JDI hopes to also supply its future laptop/tablet panels to Apple.
LG Display has been developing OLED microdisplay technologies for several years (branding these as OLEDoS), and last year it was reported that LGD is planning to build its first production line, as hoping to supply OLED Microdisplay to Apple in the future. LG is reportedly started ordering deposition equipment from Korea-based OLED equipment maker Sunic System.
According to the Korean publication The Elec, LGD has decided not to build an OLED microdisplay production line, at least for now. The company will continue its R&D project, though.
China-based Valiant announced plans to spin-off its OLED production subsidiary, Yantai Gem Chemicals.
Yantai Gem Chemicals was established in 2005, and it produces intermediate materials for OLED panels (and other applications). If Valiant is successful in its plan, Yantai Gem will list in Shanghai's stock exchange. Following the spin-off, it will become an independent company, while Valiant will remain the major shareholder.
LG Display showed its WOLED roadmap during the K-Display conference in Seoul, saying that it will soon start producing 32-inch (16:9), 34-inch (21:9) and 39-inch (21:9) models. These panels are aimed for computer monitor applications, rather than TVs, although the 32-inch could also be used as a TV panel.
LGD did not detail when it expects to start producing these panels. Dough already unveiled a few weeks ago that it is working on a 32" monitor, and this will be base on an LGD WOLED panel
The OLED market is always innovating the technology industry, and the Thin Film group at INFICON is here to help OLED manufacturers grow that innovation. INFICON has developed Magnesium Sensitive OLED and High Precision Sensor Crystals, specifically for the OLED market to preserve the high stability and reproducibility of OLED processes.
Magnesium Sensitive Crystals fill a significant gap in the manufacturing of OLED displays. Up until now, there was no solution for the difficulties of realizing fast magnesium (Mg) detection. Manufactures had to work around this delay by precoating crystals, an added step that not only adds a substantial amount of time to the process, but also wastes material, which in turn, costs more money and is not sustainable. The revolutionary development of Mg Sensitive OLED Crystals removes these unnecessary, wasteful precoating steps. The difference between current crystal products (green data) and the INFICON Mg Sensitive OLED Crystals (purple data) is substantial is shown below:
In May 2022 we reported that China-based OLED lighting developer Yeolight Technology is starting to build a 4.5-Gen OLED lighting production line, in Huaibei City, Anhui Province, China. The company is now starting to move in and install the first production equipment. The total equipment cost is estimated at 800 million Yuan (about $111 million USD).
Yeolight says that the new fab, when complete, will have a capacity of around 7 million panels in a year, or 1.2 million automotive lighting modules (probably referring to rear light modules). This will be the world's largest OLED lighting fab, when complete.
LG Display reported its financial results for Q2 2023, with revenues of 4.74 trillion Won ($3.7 billion USD) - up 7% from last quarter, and an operating loss of 881 billion Won ($690 million USD). LGD says that demand for display panels increased during the quarter.
LGD is on track to begin mass production of medium-sized panels in the first half of 2024, building a new 6-Gen production line, that is reportedly aimed to supply for Apple's iPad Pro, the first Apple tablet to sport an AMOLED display.
Apple recently announced the Apple Vision Pro VR headset, with dual 4K OLED microdisplays produced by Sony. Sony's production capacity was known to be limited, and it was estimated that its entire capacity is around 900,000 units per year.
A new report by the Financial Times now suggests that Apple originally planned to produce around a million Vision Pro units in 2024, but it has scaled down its plan and now aims to produce only 150,000 units. The reports suggest that critical components are to blame, but it remains to be seen whether Apple will actually be able to sell a large number of these highly expensive devices.
AU Optronics has a 4.5-Gen AMOLED production line in Singapore, active since around 2013. The AFPD line is a small-scale operation, and AUO never managed to expand its capacity and compete with large AMOLED producers.
According to a report from Japan, AUO is now considering closing down the AFPD line, and converting it to microLED R&D production line. It could move it back to Taiwan, or retain Singapore as a hub for AUO in Southeast Asia. The company will make a final decision, it seems, in early 2024.
