OLED-Info | OLED industry portal - Page 2

At CES 2025, Tianma unveiled a new display prototype that it has developed in collaboration with Corning. This is an automotive OLED display that is made from two 13-inch AMOLED panels. The company says the new display offers "unparalleled visual clarity in automotive applications". 

The new OLED display features a unique multi-curvature design, with a left curvature radius of R800mm for optimal driver focus, a middle curvature radius of R1140mm, and a right curvature radius of R2160mm to accommodate the passenger. The system seamlessly bonds two color-matched 13" OLED displays to the multi-curve cover glass made possible with Corning ColdForm technology.

Counterpoint (DSCC) says that OLED panel revenues increased 28% in Q3 2024, and the company expects revenues in all of 2024 to grow 16% from 2023, mainly driven by growth in smartphones, TVs and IT applications.

In terms of unit shipments, Q3 2024 saw a 34% increase from Q3 2023. Shipments of OLED smartphone panels increased 43% from 2023 (and 24% in revenues). OLED TV shipments grew 48% in the quarter (36% increase in revenue). The largest increase came from laptop OLED panels that more than doubled (108%) in shipments in Q3.

Samsung Display unveiled a 18.1" rollable OLED laptop display at CES 2025, one that can roll down to 13.1" when closed. The company today announced that it aims to begin mass producing rollable OLED displays in April 2025. This will mark the first ever mass produced rollable display (apart for the limited volume production of LG's 65" rollable TV screens, that are discontinued).

During CES, Lenovo demonstrated the first laptop to use such a rollable OLED, the ThinkBook Plus G6 Rollable laptop. Lenovo plans to launch it globally in June 2025. The ThinkBook Plus G6 Rollable will have a 14" 5:4 display when rolled in, and a 16.7" 8:9 display when opened. That's an increase of almost 50% in screen size. The price of Lenovo rollable laptop will start at $3,499 - this is a ultra premium device.

DSCC (now part of Counterpoint) says that OLED evaporation material sales will grow 22% in 2024, and will continue to grow at a 6.4% CAGR from 2024 to 2028. Most of the growth will come from IT display panels, for laptops, monitors and tablets.

Interestingly, DSCC estimates that Chinese material developers enjoyed a 58% increase in sales in 2024 to $252 million. The primary reasons for this sharp increase in demand is increased utilization at Chinese AMOLED fabs, increased orders from local companies in China over sourcing these materials from the rest of the world, and new range of materials introduced by materials makers (as Chinese material developers move from intermediates production to emitters and dopants).

Samsung Electronics announced its 2025 OLED TV range, with three different series. The TVs use a combination of SDC's QD-OLED panels (latest generation that reaches 4,000 nits) and LGD's OLEDs.

The top of the range is the S95F, Samsung's flagship 2025 TV, that will be available in 55", 65", 77" and 83" sizes. The S95F offers 4K 165hzQD-OLED panels (except the 83-inch model which uses LG's WOLEDs, apparently). The S95F TVs use Samsung's new NQ4 AI Gen3 video processor.