LGD still struggles with very low yields at its E5 flexible OLED line, will not start mass production for at least 6 months

LG Display's first large flexible OLED Production line, the E5 line in Gumi was supposed to start producing panels in June 2017, but reports from Taiwan suggested that LG delayed the mass production to August (which caused LGD to lose a 3 million OLED supply deal with Xiaomi).

According to analysts from CLSA, the yields at the E5 line are still very low - at around 10%, and it will take LG quite some time to increase the yields enough to start mass production - yields will be at around 30% at year's end, still very low. The displays for upcoming LGD's V30 smartphone were supposed to come out of this line, but LGD has decided to produce these at the E2 4.5-Gen line which is not an efficient fab for smartphone panels.

LGD in talks with German automakers to supply them with OLED lighting panels

A few days ago we posted that LG Display demonstrated an OLED Taillight module - the first time LGD actually unveiled an OLED lighting design for the automotive market. According to a new article in Business Korea, LGD is indeed in advanced talks with Germany automakers to supply OLED lighting systems starting in 2018.

According BK, LGD is in talks with Mercedes Benz, Audi and Volkswagen. The OLED lighting panels will be produced at LGD's upcoming 5-Gen OLED lighting fab. LGD's should start low-volume production soon, and the company aims to ramp-up production to 15,000 monthly substrates by the end of 2017.

EDO progresses with the construction of its 6-Gen flexible AMOLED fab in Shanghai

In December 2016 China-based AMOLED producer Everdisplay officially launched production of its upcoming $4.1 billion 6-Gen AMOLED factory in Shanghai, China. Everdisplay's new fab construction is progressing, and EDO today held a ceremony noting that the company finished the building's main steel plant roof frame.

EDO 6-Gen AMOLED fab main steel frame ceremony (August 2017)

EDO's new fab will be able to produce 30,000 monthly substrates (1500 x 1850 mm) and will be used to produce small and medium sized flexible AMOLEDs (1 to 15 inch). EDO aims to begin installing equipment in August 2018 with trial production beginning in January 2019 and mass production in 2021.

DisplayMate: Samsung keeps enhancing OLED display quality, the Note 8 has the best mobile display ever

DisplayMate posted a review of the new flexible Super AMOLED display used in Samsung's latest phone, the Galaxy Note 8. This is a 6.3" Quad HD+ (2960x1440) flexible edge-type display and DisplayMate says it improves on Samsung's previous OLED display (the one used in the Galaxy S8) and it declares that this is the best mobile display ever tested.

Samsung Galaxy Note 8 photo

DisplayMate says that the new OLED display has several improvements compared to the previous generation display, and Samsung also included several new display features and functions in the phone. The major improvement is that the Note 8 is 22% brighter compared to the GS8 - it reaches a peak brightness of 1,200 nits - the brightest mobile phone ever.

Truly sees large demand for PMOLED displays, to dramatically increase capacity by next year

OLED maker Truly Semiconductor, based in Hong Kong, sees a large increase in PMOLED demand in the near future, and the company is executing an ambitious PMOLED capacity expansion plan.

Truly is currently operating two production lines: the P1 and P2 lines, both 2.5-Gen and with a monthly capacity of 625K and 1.25M pcs (Truly counts its capacity as per 1" displays). Truly has set out to build two new production lines. The P3 line which is a 2.5-Gen line with a capacity of 3.13 million 1” panels monthly is almost ready and will start mass production by the end of the month.

YotaPhone 3

YotaPhone's 3rd-gen dual-screen smartphone features a 5.5" FHD AMOLED display on the front and a 5.2" E Ink display on the back. The phone is based on Qualcomm's mid-range Snapdragon 625 octa-core CPU and has 4GB of RAM, 64/128 GB of storage, a 13 MP camera and YotaPhone's own YotaOS (based on Android 7.1.1).

YotaPhone 3 photo

YotaPhone will start accepting pre-orders in early September 2017, with the 64GB priced at around $350.

IHS and DSCC seem to disagree on the future of QLED-LCD TVs

According to IHS, sales of quantum-dot enhanced LCD TVs, or QLED TVs, dropped 48% in Q2 2017 compared to Q1 2017. Total sales in Q2 amounted to only 351,000 units - down from 671,000 in Q1 2017. OLED TV sales, meanwhile, increased from 29% from 212,000 units to 282,000 units.

Following this report, Business Korea speculates that Samsung Electronics may have to change its premium TV strategy, as it faces market share lose in this very important segment and may lose its leading position in the total TV market.

Sigmaintell says AMOLED smartphone shipments in China dropped 13.8% in 2H 2017

China-based Sigmaintell Consulting says that shipments of AMOLED-based smartphones slid 13.8% in China in the first half of 2017. A total of 37.4 million such phones were shipped, with the top two vendors being Oppo (13.8 million units) and Vivo (13 million units) accounting for 71% of the market.

Vivo X9s photo

Sigmaintell says that shipments fell compared to 2016 because some vendors (including Oppo) opted for in-cell LCD displays over OLED displays.

LG Display shows an automotive OLED taillight design

While LG Display has been demonstrating automotive OLED displays for a long time (based on its plastic flexible OLEDs, mostly) with plans to enter the market in 2018, its OLED lighting business unit has been pretty quiet in this front.

LG Electronics now published the video you see above that shows an OLED lighting automotive taillights, based on LGD flexible OLED lighting panels. Not a lot of details in this video besides showing a sample module - but it is great to see LG Display targeting automotive OLED lighting which could be the first major market to adopt OLED lighting technologies.

Pioneer expects its flexible OLED lighting to hit the automotive market by 2020

In June 2017 Konica Minolta and Pioneer established a new OLED Joint Venture called Konica Minolta Pioneer OLED, which will combine the OLED business and product divisions of both companies, with a focus on automotive applications.

Pioneer flexible OLED taillight prototype (CES Asia 2017)

According to the Nikkei Asian Review, Pioneer is aiming to deploy flexible OLED panels - and the company hopes it will have products ready for commercialization by 2020. Pioneer has already demonstrated flexible OLED based prototypes, and is in talks with OLED makers regarding the adoption of its panels in future cars.