BOE signs a framework agreement for a $6.87 billion Gen-6 AMOLED fab in Sichuan

BOE Technology announced that it signed a framework agreement with the Miangyang government in Sichaun to establish a Gen-6 (1500 × 1850 mm) flexible AMOLED fab. Total investment in this fab is estimated at 46.5 billion yuan ($6.87 billion USD).

BOE says that the fab's capacity will be 48,000 substrates per month, and it will be used to produce small to medium sized flexible OLEDs, mainly for mobile phones. BOE aims to start construction in the second quarter of 2017 and mass production will begin in 2019.

Sharp's new CEO says Apple will switch from LCDs to OLEDs in future iPhones

Apple's move to adopt OLED displays in future iPhones has been discussed many times in the past, and now it is Sharp's newly appointed CEO Tai Jeng-wu turn to "confirm" these reports. During a talk in Tatung University, Tai said that Apple is indeed switching to an OLED display in future iPhones.

Sharp 3.4'' flexible IGZO OLED prototype (Apr 2016)

Tai further commented that OLED represents the best chance for Apple to truly innovate its displays - so this is both a problem and an opportunity for Apple. This cannot be considered to be a real confirmation as many reports suggest, but it is pretty clear that OLED is the way to go for future displays.

LG's OLED TV business is now EBITDA positive

During LG Display's financial results conference call, the company made some interesting comments on its OLED business. First of all LGD says that its OLED TV unit is now EBITDA positive (even though currency changes held harmed the profit), and as capacity and shipment increase, the company will improve its profit as well.

LG 13x8m OLED TV installation Incheon airport

Regarding the small to mid-size panels, LGD sees the transition from LCD to flexible OLED accelerating. Mass production from LGD's E5 Gen-6 flexible OLED fab is expected by the first half of 2017. LGD aims to both achieve mass production stability and strengthen its business cooperation with various customers.

AUO: OLED shipments to double in 2017, but is taking a prudent approach

During AU Optonics' financial results conference call, the company's Chairman and CEO Paul Peng said that he expects OLED shipments to double next year. AUO is still cautious about the OLED industry, though, and will refrain from large-scale investments in the near term.

AUO 5.7'' WQHD 513 PPI AMOLED panel prototype

The reasons given for AUO's prudent approach to OLEDs is first of all that the company is not sure it will have a good return on investment. Secondly, AUO says that it is not sure OLED quality is actually higher than LCD - but this seems to be a defensive stance, as OLEDs are widely regarding to be the best performing displays ever.

The DoE publishes a CALiPER report with photometric testing of four OLED luminaries

The US DoE published a new CALiPER report made by the PNNL laboratory, with photometric testing, laboratory teardowns and accelerated lifetime testing of OLED luminaires. As you can see in the photo below, the four luminaries (from top-left, clockwise) are the OTI Aerelight, Acuity Brands Chalina and Acuity Brands Nomi (single panel and dual panel).

CALiPER 24 OLED luminairies

The report contains a lot of interesting information (see the link below to access the PDF). The PNNL researchers find that efficiency of OLED luminairies is still low compared to LED lamps - ranging from 23 lm/W to 45 lm/W. The OLED panels themselves are more efficient (42 - 55 lm/W) but the reduction in efficiency is mostly due to very inefficient transformer and driver selections and combinations.

LGD currently makes 100,000 OLED TV panels per month, aims to sell 2.5 million units in 2018

LG Display's OLED business unit president Yeo Sang-duk says that the company's OLED TV production capacity is currently 100,000 units per month, as the company achieved a stable yield rate of over 80%.

LG 2016 OLED TV lineup

LGD is expanding its capacity and will be able to produce 2 million panels in 2017 and 2.5 million in 2018. Only a couple of months ago LGD said that they plan to sell 1.7 million panels in 2017 - so it seems the company is indeed more optimistic now, maybe due to the higher yields.

LG Display to start pilot production of ink-jet OLEDs in 2017

According to ETNews, LG Display is aiming to start pilot production of ink-jet printed large-area OLEDs during the first half of 2017. This is just an initial step, and it may take one or two years to achieve mass production following the launch of the pilot line.

LG Display's pilot line will be an 8-Gen line and the company hopes that the new production technology will be more efficient than vacuum deposition - and will also enable LGD to produce "direct emission" RGB OLED TVs - which will offer lower-cost production, higher quality and more efficient displays and less components (no need for color filters).

Apple officially launches the new MacBook Pro with the OLED Touch Bar

As was pretty much confirmed by several reports and leaks, Apple introduced its new MacBook Pro 2016 models - which include an OLED Touch Bar instead of the traditional function keys.

Apple MacBook Pro 2016 photo

The OLED strip is supported by most of Apple's applications and can be used to show bookmarks while you browse the internet, emojis in messaging applications, and more. Apple released an API to developers can support the Touch Bar in third-party applications. The OLED strip also includes a Touch ID sensor that is activated for example when you wish to pay online (on supported web stores).

Huawei Enjoy 6

The Huawei Enjoy 6 is a China-bound Android smartphone that features a 5" 720p AMOLED display, a MediaTek MT6750 octa-core CPU, 3GB of RAM, 16GB of storage, microSD slot, 13MP camera and a fingerprint reader on the back.

Huawei Enjoy 6 photo

The Enjoy 6 will start shipping in November 2016 for around $190 in China.

Apple MacBook Pro

Apple MacBook Pro is a high-end laptop that features an OLED Touch Bar instead of the traditional function keys (starting in the 2016 model). The display is either 13" or 15" (LCD on both) and the CPU is either a dual-core i5 or quad-core i7.

Apple MacBook Pro 2016 photo

The OLED strip is supported by most of Apple's applications and can show commonly used emojis in messaging applications, bookmarks while you browse and other context-activated options. It also includes a Touch ID sensor that is activated for example when you wish to pay online (on supported web stores). Apple released an API to developers can support the Touch Bar in third-party applications.