DSCC says that OLED panel revenues will decline 7% in 2023 (to $38.9 billion), the second consecutive year that the OLED market is seeing a decline in sales. The largest declines will be in the OLED TVs and laptops segments.

The OLED smartphone market will actually grow 4% in unit sales, but revenues will decline 5%. The OLED TV market will decline 29% in 2023 in both revenues and units. OLED laptop unit sales will decline by 15%. All other segments, including AR/VR, automotive and tablets, will grow in sales and revenues in 2023. 

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OLED has become the display technology of choice for many commercial products such as smartphones, laptops, tablets, TVs, automotive dashboards and wearables. OLED has advantages with improved image quality (better contrast, higher brightness, fuller viewing angle, wider color range, and faster refresh rates), lower power consumption, and simpler designs (ultra-thin, flexible, foldable, and transparent displays).

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OLED, however, faces several technical challenges. While OLED TVs yield better picture quality than common LCDs, they are usually less bright. Research using a compound that has at least one hydrogen replaced with its heavier isotope, deuterium, is showing promise toward achieving greater brightness. Since the bonds between carbon and deuterium are stronger than those between carbon and hydrogen, materials made with deuterated compounds tend to have a longer lifetime, which allows OLED displays to run brighter but still last as long.

TCL CSoT had several interesting new OLED demonstrations at SID DisplayWeek 2023, all of which were produced by inkjet printing, which shows the company's commitment to the new production process.

First up is the company latest inkjet-printed panel, this time CSoT showed a 8K (7680 × 4320) 65" TV panel that is foldable (with a bending radius of 25 mm). The panel offers a peak brightness of 800 nits, a response time of under 1 ms and a refresh rate of 120Hz.

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 discussions were halted in July 2022, and Samsung continued to launch its QD-OLED TV range. Last month it was reported that the two Korean companies are in talks again, and now Reuters says that LG and Samsung finally officially signed the supply agreement.

According to Reuters, LGD will start supplying panels to Samsung as early as this quarter (i.e. by the end of June 2023). Samsung agreed to order 2 million WOLED TV panels from LG in 2024, and this will grow to 3 million in 2025 and 5 million in 2026. The first panels will be 77-inch and 83-inch in size, but LG is likely to also supply smaller panels to Samsung. 

LG Display announced a new transparent OLED campaign at Incheon Airport, to show Korea's vibrant culture to travelers from all over the world, and experience Korea's four seasons and folktales.

The installation includes several different displays. One is large wall made from 18 55" OLED displays, a large video wall that "conveys the delicate patterns and colorful hues of Korean traditional folktales while also creating a comfortable openness thanks to its high transparency". Theere are also a total of 14 transparent displays attached to pillars and walls inside Incheon Airport's Tourist Center, utilized to showcase various information such as local times and global weather conditions as well as welcome messages and enchanting videos showing off the "endless beauty of Korean nature".

Omdia says that the utilization at display production fabs is on the rise, recovering from 66% in January 2023 to 74% in the second quarter, as demand for TVs, laptops, monitors and smartphones is on the rise.

However, this is mostly true for LCD displays. OLED producers are still facing low demand, and fab utilization remains below 60%. The industry has yet to recover from the oversupply it experienced in 2022. This is true for both mobile AMOLED displays and OLED TV panels.

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.

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).

LG Display announced that its 65-inch OLED TV panel received Carbon Trust's Carbon Footprint Certification. 

LG says that its OLED TV panel meets the global standard (PAS 2050) on GHG (Greenhouse Gas) emissions throughout the entire product life cycle. 

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.