OLED-Info: the OLED experts

The OLED's industry main new target, for the past several years, has been the IT display sector, mainly tablets, laptops and monitors. While we have seen OLED displays penetrate this market many years ago, the current 6-Gen AMOLED production lines are optimized for smartphone and wearable display production.

A few years ago display makers realized that OLED production lines with larger substrates will enable lower cost production, and will enable to increase the adoption of OLEDs in such devices. When this converged with technology readiness (depositing OLED materials and TFTs on such large areas was not possible before), several companies initiated new projects, all of which use 8.6-Gen (2250 x 2600 mm) substrates. We are now at a stage where two companies (BOE and Samsung) are very close to mass production, and the first displays will start production soon. 

TCL CSOT has developed a novel inkjet printing material for color filter deposition, that can be used in polarizer-free OLEDs that adopt a color-filter on encapsulation (COE) architecture. 

Samsung's COE OLED structure (source: DSCC)

CSOT has already produced functional testing samples on 326 PPI OLED displays, meeting the industry's technical standard of a 30% power consumption reduction compared to polarizer OLEDs, and a reflectance of 6.41%. CSOT says that its IJP-COE process will simplify the manufacturing, increase material utilization and cuts costs.

Himax Technologies announced that its HX85200 series on-cell OLED touch controller IC has been adopted by multiple leading global IT brands and is being designed into high-end OLED laptop PCs. Mass production of these new PCs, with Himax's touch controller IC, will begin in the first quarter of 2026.

Himax says that its HX85200 OLED touch controller IC integrates industry-leading differential signal processing circuitry and advanced algorithms to deliver highly accurate multi-finger capacitive touch performance while supporting various OLED panel architectures. Himax says that the laptops that utilize its new chip will achieve smoother and more responsive touch interaction, while maintaining low touch-display interference.

Korea-based OLED materials maker Solus Advanced Materials reported its financial results for 2025, with sales of $420 million, up from 8% in 2024, and an operating loss of $49 million. The company says its loss stems from weak copper foil for batteries business.

For its OLED business unit, Solus reported sales of $86 million, similar to its OLED material sales in 2024. It says it plans to increase its OLED sales in 2026 by 10% to $95 million.

According to industry reports, BOE has developed a technology that enables under-the-display infrared cameras to be used with LCD displays. BOE is in the final stages of developments, and plans to commercialize this technology in 2027, for its automotive panels.

Up until now, it was thought to be very challenging to place cameras behind LCD displays, as the LCD layers interfere with the light path. Now it is reported that 3M developed a special infrared transmission film, that enabled BOE To develop a complete solution. BOE has already demonstrated a prototype earlier this year at CES 2026.

Germany-based beeOLED announced that it has been awarded a 2.5 million Euro project by the European Innovation Council (EIC), as part of the EIC Accelerator Program, to support its work on blue OLED emitters. 

The company says that the project, called beeUP, will enable beeOLED to scale up its operations and accelerate its R&D, preparing its intra-metallic emission materials for for market readiness. The project started in October 2025, and will have a duration of two years. 

Suzhou Precision Systems (SPS) announced that the company has been chosen to lead a major national project, to develop large-area 8.6-Gen flexile OLED substrate slot coating system. In addition to SPS, six other parties are part of this project, including Universities, research institutes and companies.

This is a three-years project, that aims to develop a viable production-scale system, that will be an automated system that includes the coating machine, built-inspection, and modules such as ovens, cleaning tools, and more. The total budget for the project is "hundreds of millions of yuan", likely in the range of $20-50 million USD.