Wisechip shows its latest PMOLEDs at the TADF Workshop in Japan

Wisechip, the Taiwan-based PMOLED maker, demonstrated its latest display panels and prototypes at the TADF Workshop last week in Fukuoka, Japan. This was an impressive display and a great chance to experience the latest PMOLEDs displays from Wisechip.

So first up we have the company's transparent PMOLED. This is a 4.1" (106x37.9 mm) segmented T-OLED specifically aimed for automotive HUD applications. The display has 4 colors (red, orange, green and blue) and offers a typical brightness of 800 nits (max is 1,500 nits). According to Wisechip the display will soon hit the market for a specific automotive partner.

Business Korea says Google aims to invest in LGD to secure VR OLED display capacity

Business Korea reports that LG Display is in talks with Google regarding a large investment in LGD's OLED facilities towards the development and production of VR displays. BK says the investment will amount of hundreds of billions of Won (equivalent to hundreds of millions USD).

LG VR headset prototype (March 2017)

LGD VR prototype, March 2017

The report is somewhat confusing, though. On the one had it says that Google is interested in OLED microdisplays, and on the other it says that LG will produce the displays in its existing flexible AMOLED lines, which use a different technology than microdisplays (which are produced on Silicon).

Fluxim releases a new version of its large-area OLED simulation software, OLED-Info readers get a 20% discount

Leading simulation and measurement tool provider Fluxim recently released a new version of its large-area OLED simulation software LAOSS. The new version adds a simulation capability for temperature estimation and cross-coupling the temperature generated by the device operation itself (in the organic stack and the electrodes) and the changes in device operation due to this increased temperature (leading again to different heat generation and so on).

Fluxim Laoss 2.0 slide

LAOSS is a software tool that simulates large area semiconductor devices (OLED and PV), taking into account the voltage drop in the electrodes due to important resistive effects when the size of the device increases. LAOSS facilitates electrode layout optimization and material choice, which can save substantial time and resources. Both OLED lighting panel design and study of AMOLED pixel cross-talk is just a click away.

UBI Research sees PECVD as the in-organic TFE equipment of choice for flexible OLED production

UBI Research says that as OLED makers are diverting all efforts into flexible OLED production, thin film encapsulation (TFE) is gaining in popularity. Between 2017 and 2021, TFE will be applied to about 70% of all OLED panels in production. The OLED encapsulation equipment market will generate $11 billion in sales.

PECVD oled encapsulation market share (UBI, 2017-2021)

TFE encapsulation started out as a complex technology that required 11 layers and was slow and expensive. Recent advances allowed OLED makers to reduce the number of layers to just 3 and increase productivity and yields and so lower the production costs. Some film OLED makers opted for hybrid encapsulation (which uses a barrier film) but TFE seems to have become the technology of choice.

Meizu Pro 7 / Pro 7 Plus

Meizu Pro 7 and Pro 7 Plus are high end Android smartphones that sport a small (2-inch) AMOLED display on the back, useful for notifications and selfie images. Both phones also use AMOLED displays on the front - a 5.2" FHD Super AMOLED for the Pro 7 and a 5.7" QHD Super AMOLED for the Pro 7 Plus.

Meizu Pro 7 photo

Other features of the Pro 7 include a dual 12MP sensor camera, a 16Mp selfie camera, Helio X25 chipset (X30 10nm 10-core on the Pro 7 Plus), 4GB of RAM (6GB of the Plus) and 64 GB of storage (128GB on the Plus).

Reports say Apple to invest $2.7 billion to secure LGD's flexible OLED capacity in 2019

The Korea Economic Daily reports that Apple has signed a deal with LG Display to secure flexible OLED capacity. Apple will pay $2.7 billion to LG Display in order to secure 45,000 monthly substrates in LGD's upcoming 6-Gen production facility, starting in 2019.

iPhone 7 photo

The newspaper says that the two firms agreed to keep this deal confidential as Apple also partnered with Samsung Display for the supply of OLED capacity. Apple was always assumed to want a second OLED supplier, and earlier this week LGD confirmed it is seeking financial help from strategic partners as it embarks on an aggressive OLED expansion plan.

Samsung reports a record-breaking quarter, sees lower OLED revenue ahead

Samsung Electronics reported a record-breaking quarter, with revenues reaching 61 trillion Won ($54 billion USD) and an operating profit of 14 trillion Won (about $12.6 billion USD). The company's enjoyed a very strong chip and component business, which offset a slight decline in mobile devices revenues.

Samsung Galaxy S8 photo

Samsung Display posted an operating profit of 1.7 trillion Won ($1.5 billion) from revenues of 7.7 trillion Won ($6.8 billion). SDC's OLED business is strong and the company forecasts increased sales of flexible AMOLED displays as more smartphone makers are adopting flexible OLEDs.

LGD confirms it is in talks with strategic partners to fund its aggressive OLED expansion plans

A few days ago LG Display disclosed its financial results for Q2 2017 and announced a large OLED investment plan to increase capacity for both OLED TVs and small-sized flexible OLEDs.

LG 77'' OLEDW7 Korea launch event

During its investor conference call, LG Display disclosed that it plans to finance some of the capacity increase through strategic partnerships such as customer commitments. In the past months we heard reports that both Apple and Google are in talks with LGD regarding an investment to secure OLED capacity. It seems likely that LGD now verified these reports - but the investments are probably not finalized yet.

Truly to construct a 6-Gen flexible AMOLED fab in Meishan, China

Truly Semiconductors signed an agreement with the Meishan City government (in Sichuan, China) to establish a joint-venture to construct a 6-Gen AMOLED line. The fab will be mostly used to produce small-sized AMOLED smartphone displays. In addition to the AMOLED line, Truly's new plant will also host a new 5-Gen TFT LCD production line.

Truly 6-Gen flexible AMOLED fab signing

Truly estimates that the project will cost a total of 40.4 billion Yuan (almost $6 billion USD). Construction of the AMOLED fab will begin in October 2018, and production is expected to begin in 2021. The cost of the AMOLED fab (which is the second stage in this project, the LCD line will come first) will total $4.1 billion USD. The AMOLED line will use 6-Gen substrates (1500x1850 mm) and will have a monthly capacity of 30,000 substrates (equivalent to over 52 million 5" panels annually).

DSCC: OLED revenues to reach $21 billion in 2017, will rise to $46 billion in 2021

DSCC expects the OLED market to rapidly grow in the near future, as AMOLED production capacity will increase at a CAGR of 41% from 2016 (5.3 million square meters) to 2021 (29.4 million square meters). OLED revenues will reach $21 billion in 2017 (a rise of 46% compared to 2016) and will reach $46 billion in 2021.

ZTE Nubia M2 photo

Smartphones are still the largest OLED application by far - with a 86% market share (revenues) in 2017 and 81% in 2021. The second largest application by revenues are OLED TVs, and other applications follow with a small market share - but one that will increase as supply looses in the future. If we look at shipments, then smartphones acount for 94% of OLED shipments, and the 2nd and 3rd applications are VR headsets and smart watches. OLED TV shipments will reach 6.5 million in 2021 (rising at a CAGR of 49% from 2016 to 2021).