OLED-Info: the OLED experts

BOE held a grand ceremony in Chengdu today, to mark the official launch of its B16 8.6-Gen IT AMOLED fab in Chengdu - which is now starting to mass produce commercial displays. This is an exciting moment for the OLED industry, as now both BOE and Samsung Display are mass producing OLEDs at 8.6-Gen lines.

BOE's first products out of this new line will be 14-inch 2.8K laptop OLED panels. At the ceremony, BOE revealed more then ten customers including Lenovo, Honor, Vivo, Oppo, ZTE, Xiaomi, Transsion, and Nothing.

Samsung Display is showing its latest OLED microdisplays at AWE USA 2026, including a 40,000 nits 1.3" direct-emission OLED microdisplay, that the company refers to as RGB OLEDoS. This it the brightest OLED microdisplay demonstrated by SDC to date, and one of the brightest OLEDs ever developed (second only to INT Tech's displays).

SDC's previous highest-brightness OLED microdisplay prototype achieved 20,000 nits back in May 2025, so it is great to see the company doubling the brightness in one year. We do not know how close Samsung is to actually producing such high-brightness OLED microdisplays, but just yesterday we reported that the company is planning to build an RGB OLEDoS production line, that should achieve mass production in 2028.

Visionox is one of China's pioneering AMOLED producers, and arguably the industry's most technically ambitious second-tier player. Grown out of an OLED research group at Tsinghua University, the company built mainland China's first PMOLED line, its first AMOLED pilot line, and its first dedicated Gen-5.5 AMOLED mass-production line, and it currently holds somewhere around 10% of the global smartphone AMOLED market. By the end of 2024 it had shipped more than 240 million OLED panels cumulatively.

Yet Visionox is also the cautionary tale of the OLED industry. It is the smallest of the OLED focused panel makers, and the only major producer that remained loss-making in 2025, having accumulated roughly $1.2 billion in net losses over three and a half years. In late 2025 a Hefei government investment arm stepped in with a ~$410 million cash injection that made it the company's largest shareholder and de facto controller — a rescue that underlines both the strategic value Beijing places on a homegrown OLED champion and the financial fragility of the business itself.

That tension — between genuine technology leadership and a balance sheet under severe strain — runs through everything Visionox is doing right now, above all its $7.6 billion bet on an 8.6-Gen fab that will be the first in the world to attempt maskless OLED production at scale. In this article, we detail Visionox's history and corporate structure, its market position, its AMOLED capabilities and fabs, its ViP and pTSF technologies, its 8.6-Gen and microLED roadmaps, and its stock performance, opportunities and challenges.

Avaco has developed next-generation low-damage sputter technology, for both OLED display deposition and perovskite solar panel deposition.

Avaco's OLED deposition system

Avaco has recently completed the verification of its new systems, that apply electron cyclotron resonance (ECR) plasma-based sputter technology. The ECR technology combines a 2.45GHz microwave with DC power, enabling the formation of high-density plasma even in low-pressure environments, lowering the process discharge voltage compared to before and minimizing substrate damage. 

In November 2025, we reported that Samsung Display has finally started to produce OLED microdisplays, and Samsung Electronics will add SDC as its second microdisplay supplier for the Galaxy XR.

SDC's current OLED capacity is rather limited, and it produces WOLED-CF microdisplays. It is now reported that SDC is starting to look into direct-emission OLED microdisplay production, and has initiated talks with equipment suppliers. The displays will also support a multi-stack (tandem) architecture. Samsung is aiming to target the high-end market segment.

In March 2026, we reported that Japan Display (JDI) is considering constructing a display fab in the US, with support form the Japanese government - as part of a the 2025 US-Japan trade agreement. JDI later confirmed the report, and it is indeed looking into launching JDI display fabs in the US, but said nothing is final yet.

According to new reports, Japan Display's latest plan is to build an eLEAP AMOLED fab, in New York State, in collaboration with OLEDWorks. The total investment will reach $12.5 billion. JDI's new fab will mostly target high-end markets, such automotive displays and displays for the defense industry.

LG Display and Tianma settled their long LCD and OLED display global patent dispute. The two companies have notified the U.S. Patent Trial and Appeal Board (PTAB) of the settlement and agreed to withdraw all related lawsuits.

While we do not have specific information, we do know that Tianma will start paying patent license fees (or royalties) to LG Display, in exchange to access to LG's IP.