Applied Materials says that we're just at the beginning of the OLED adoption cycle

Applied Materials' CEO, Gary Dickerson, says that demand for advanced chips and technologies will keep rising as the smartphone race gets tighter and tighter. Specifically regarding OLED displays, Gary estimates that we are in the early innings of the adoption of OLED into mobile devices.

Applied Materials PECVD chamber photo

Gary says that even at the rate of equipment being purchased today, the OLED market represents at least a $2 billion opportunity for Applied. And it is expected that the rate of adoption of OLED displays will increase.

Amazon reveals the price of some of LG's 2017 OLED TVs

LG revealed its 2017 OLED TV lineup in January at CES, but the company did not disclose the prices or actual release date of these new TVs. Well, except the 65" OLEDW7 Wallpaper TV which costs $7,999 and is up for pre-order at Best Buy.

LG 2017 OLED TV lineup photo

Today Amazon.com published product pages for some of LG's 2017 OLED TVs, with listed prices. Amazon lists the 55" OLEDC7, the 65" OLEDE7 and the 65" OLEDG7 signature TV. Amazon did not yet publish its product page for the OLEDB7, but it's still great to finally know LG's prices for 2017:

Researchers manage to print a stretchable OLED cirtuit

Researchers from Michigan State University (MSU) developed a stretchable circuit that includes an OLED display, produced entirely using an ink-jet printer.

Stretchable printed OLED prototype (MSU)

The researchers used special developed inks to produce both the circuits and the organic elements - and they say that the ink was also used to produce the substrate, but that seems rather unlikely.

Panasonic EZ950

Panasonic's EZ950 is a family of flat 4K OLED TVs that are similar to the company's high-end "professional-quality" EZ1000 OLED TVs, but without the "Master OLED" technologies (such as the Absolute Black Filter technologies and the user-defined 3D LUTs). The EZ950 comes in either 55" or 65" and use Panasonic's Studio Color HCX2 processor, the Firefox-based My Home Screen 2 smart engine.

Panasonic EZ950 photo

The EZ950 (EZ952 in the UK) will launch in the summer of 2017.

Is Apple in talks with BOE regarding a future AMOLED deal?

Bloomberg says that Apple is in discussions with BOE Display to supply OLED displays for next generation iPhones. According to the story, Apple has been testing BOE's displays for months but has not made a decision yet. The deal under discussion is not for the 2017 iPhone (which will exclusively use Samsung-made OLED), but for the one coming in 2018 or maybe even later.

The 2017 iPhone 8 (or will it be a >$1000 iPhone X?) will reportedly use AMOLED displays for at least one variant. These will be produced by Samsung Display, and reports from 2016 suggested that Apple paid $4.3 billion upfront to secure 100 million panels. A couple of days ago it was reported that Apple ordered an extra 60 million OLED panels from Samsung Display.

Report suggest Apple ordered a second OLED deal from SDC

According to a report from Korea, Apple ordered an extra 60 million flexible OLED panels from Samsung Display for the next-generation iPhone, in a deal worth 5 trillion Korean Won, or about $4.3 billion.

iPhone 7 photo

The report says that this deal is an addition to Apple's original OLED order in late 2016. That 2016 deal, for 100 million OLEDs, was estimated at $4.3 billion as well, so it may be that this is actually the same display order that is just now being reported again.

IHS sees the OLED production equipment market reaching $9.5 billion in 2017

IHS says that the OLED industry is now entering a huge capacity-growth phase, and IHS estimates that the AMOLED production equipment market will reach $9.5 billion in revenues in 2017.

AMOLED equipment revenue (2015-2018, IHS)

Almost half of that amount will go to TFT backplane equipment ($4.4 billion in 2017), while the organic layer deposition market will reach 2.2 billion and the encapsulation tools market will reach $1.2 billion. IHS estimates that Canon Tokki is the leader in OLED deposition equipment, and has a market share of over 50%.

Will Apple's 10th Anniversary OLED iphone cost over $1,000?

There are many reports that detail Apple's 2017 iPhone lineup, and it seems quite certain that Apple will indeed release a high-end iPhone model that will adopt a flexible OLED. Those OLEDs will be produced by Samsung Display (Apple apparently paid $4 billion in advance to secure those displays).

According to a new report from Fast Company, Apple will introduce three new iPhones in 2017 - the iPhone 7S and 7S Plus, with 4.7" and 5.5" LCD displays, and premium 5.8" iPhone that will sport the OLED display. Fast Company says that this phone will be called the iPhone X (as in the 10th iPhone), and it introduce several new features (besides the new display technology) - and carry a price tag of over $1,000.

LG Watch Sport

LG's Watch Sport is an Android Wear 2.0 smartwatch, designed in collaboration with Google. The Watch Sport features a round 1.38" 480x480 flexible OLED display, 768MB of RAM and 4GB of storage, LTE chipset, GPS, heart-rate sensor and a barometer.

LG Watch Sport photo

The Watch Sport costs $349 and will start shipping in February 2017.