WRGB - Page 3

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.

LG Display has been negotiating a WOLED TV panel supply agreement with Samsung Electronics for a long time, and last year the company were close to an agreement, but finally halted discussions in July 2022, and Samsung continued to launch its QD-OLED TV range.

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According to new reports from Korea, the two companies have resumed there negotiations, with Samsung interested in buying around 200,000 to 300,000 panels for next year's TVs.

Review web site Rtings.com has performed an extensive accelerated longevity test for over three months, testing the latest QD-OLED and WOLED TVs.y 

Rtings reports that both QD-OLED displays (Samsung S95B OLED and the Sony A95K) showed signs of image retention, and it seems in general that the QD-OLED displays suffer from worse problems compared to LG's WOLED. Some of Sony's WOLED TVs also showed signs of image retention.

Omdia posted an interesting market analysis, saying that Samsung Display is looking to increase its OLED TV market share, and will push QD-OLED TV shipments strong in 2023. SDC will increase shipments by 141% in 2023, and will continue to increase production.

Samsung's production increase will be met by an increased number of suppliers - not just Samsung and Sony as in 2022, but other companies will start offering QD-OLED TVs (Philips, TCL and Sharp).

LG Display announced that it is starting to produce 27" and 45" 240Hz WOLED panels, optimized for gaming applications. The 45" panel is an ultra-wide 3440x1440 (WQHD) curved one.

LG Electronics already unveiled monitors based on these panels last month, the Ultragear 27GR95QE-B and 45GR95QE. LGE did not say when these monitors will ship, but it will likely happen soon if LGD is already producing the panels. Other companies, including Asus and Corsair have also developed monitors based on these panels.

UBI Research says that according to its latest study, the OLED emitter market is set to grow from around $1.82 billion in 2022 to $2.75 billion in 2027, with an annual growth rate (CAGR) of 8.6%.

In 2027, UBI expects Samsung's emitter material orders to amount to $680 million - fueled by growth in foldable OLED panels. BOE's emitter material orders will reach $380 million, and LG Display's - $230 million.

In December 2021, LG Display unveiled its OLED.EX (Evolution and eXperience) technology, that are based on deuterium-enhanced compounds to increase brightness by up to 30%. The company now announced that it has completed upgrading all of its WOLED TV production lines (in Korea and China) to EX technology, and all new panels will use the new materials.

LG Display says to develop the OLED.EX technology, it has converted the hydrogen elements present in organic light emitting elements into stable deuterium. LGD extracts the deuterium compounds from water, and after stabilization, the compounds allow the OLED devices to be brighter - and also last longer.

According to reports, LG Display will start producing mid-sized W-OLED panels, as it is concerned that demand for TV panels is on the decline.

LGD will start producing 27-inch WOLED panels as early as by the end of October, targeting small TVs and gaming monitors. LGE will be LGD's first customer, and it plans to release its 27-inch OLED display in Q1 2023.

Earlier this month we reported that LG Display aims to start making 20-inch OLED panels, but we did not know the technology that LGD will adopt - WOLED (from its 8.5-Gen TV lines) or RGB (from its pOLED 6-Gen lines).

LGD now says that it is indeed developing panels for gaming monitors, with sizes ranging from 20-inch to 30-inch. The company also disclosed that these will be WOLED panels, produced at its 8.5-Gen lines. LGD also confirms that the first panels will be released by the end of 2022.

LG Display's CFO, Mr. Kim Sung-hyun, said that the negotiations with Samsung Electronics towards a WOLED panel supply deal, has been halted. The companies made some progress over the past few months, but they haven't been able to reach an agreement.

Earlier this year it was reported that the two companies finally agreed on panel prices, but that report may have been incorrect. According to analysts, the two companies still may resume the talks in the near future.