LGD to start ordering equipment for its Guangzhou OLED TV fab next month

In July 2017 LG Display announced that it has decided to build a 8.5-Gen (2200x2500) OLED line in Guangzhou, China, to make OLED TV panels. The Korean government hesitated whether to approve this plan, as it sees OLED as a strategic technology Korea' economy, but by the end of 2017 LGD got the approval for its new OLED TV fab.

LG Display's LCD fab in Guangzhou, China

LGD is apparently still waiting for an approval from the Chinese authorities, but according to a new report from Korea, LG Display is expected to place the orders for the new fab equipment next month. This report says that total investment in this new fab is estimated at $3.17 billion - although LGD itself estimated the whole fab at $2.3 billion USD. Perhaps LGD only counted its own stake, as the local government in Guangzhou will award LGD with 30% the funds.

Toshiba X98

Toshiba's X98 is the company's flagship TV for 2018. The X98 uses 55" and 65" WRGB 4K OLED panels that support HDR, Dolby Vision HDR, HDR10 and HLG.

Toshiba X98 photo

The X98 OLED TVs are now shipping in Japan and in Europe. The 55" costs £1,888 in The UK, while the 65" costs £2,398 (these are affiliate links to Amazon.co.uk).

DSCC lowers its OLED material revenue forecasts, published Samsung's latest OLED stack

DSCC lowered its OLED material revenue forecasts, saying that the market is expected to grow at a 25% CAGR from $773 million in 2017 to $2.35 billion in 2022 (down from its previous estimates of $2.56 billion in 2022). The fastest growing (51% CAGR) OLED application will be OLED lighting, which will grow from $12 million in 2017 to $95 million in 2022.

Samsung Galaxy S9 material stack (DSCC)

DSCC also published the material stack for Samsung's latest OLEDs (used in the Galaxy S9), which you can see above.

CINNO provides a short overview of the smartphone AMOLED IC driver market

Digitimes posted an interesting article that covers the AMOLED smartphone display driver ICs market, based on information from CINNO Research.

Huawei P20 Pro photo

Samsung, according to CINNO, is sourcing driver ICs from two companies - Samsung SLI and MagnaChip. As Samsung's AMOLED market share is over 90%, it means that Samsung SLI and Magnachip are also leading this market. MagnaChip itself expects its OLED revenue to grow 50% in 2018.

New Micro-LED introduction video

Today we are happy to publish this short Micro-LED explanation video, which we believe gives a nice introduction to Micro-LED display technology, production processes and to the current market status:

If you're interested in using this video in your web site, feel free to embed it. If you want more information on Micro-LEDs, check out our MicroLED-Info knowledge hub.

Reports from Korea suggest that Samsung's first foldable phone will use three 3.5" displays and will fold inwards

A new report from the Korean The Bell claims that Samsung's first foldable AMOLED phone will feature three 3.5" OLED displays, and will be folded inwards. Samsung expects to start producing the device towards the end of 2018, which means it will start shipping in early 2019.

In-folding vs Out-folding smartphone designs

The Bell also says that this device will not be a mass market smartphone - Samsung is expected to produce between 500,000 to 2 million devices, which means that its first foldable phone (like its first flexible phone, the 2013 Galaxy Round) will be a sort of limited technology-demonstration phone.

IHS: AMOLED area shipments to reach 22.4 million sqm in 2024

IHS estimates that AMOLED shipments (by area) reached 5 million square meters in 2017, and the market will grow to 22.4 million sqm by 2024.

AMOLED shipment area (2015-2024, IHS)

Growth in 2017 was driven by a doubling of AMOLED TV panel area shipments (from 800,000 sqm in 2016 to 1.6 million in 2017). By 2024, IHS expects OLED TV shipments to reach 12.5 million units.

Meizu 15 / 15 Plus

The Miezu 15 is a mid-range smartphone that features a 5.46" FHD AMOLED display, a snapdragon 660 chipset, 4 GB RAM and 64/128 GB of storage. The 15 Plus has a 5.95" 2560x1440 AMOLED, with a bezel of only 1.175 mm (Meizu says this is the narrowest bezel ever). The phone is based on an Exynos 8895 CPU, 6GB of RAM and 64/128 GB of storage.

Meizu 15 photo

Both phones will ship by the end of April 2018, the Meizu 15 will cost $400 (64GB model) and the Meizu 15 Plus will cost $475 (64GB model).

WSJ: LGD won't be able to produce OLED displays for Apple's 6.5" 2018 iPhone

In January 2018 it was reported that LG Display is in the final stages of its discussions with Apple, and the Korean OLED maker expects to supply 15-16 million flexible OLEDs to Apple in 2018 (LGD will supply Apple with 6.5" AMOLEDs for its 2018 large iPhone OLED variant).

Huawei Mate RS Porsche Design photo

The Wall Street Journal now reports that LG Display may not be ready to produce these OLED displays in time for Apple - who may once again rely on Samsung Display to produce all of its OLED iPhone displays in 2018.

Kyulux - Hyperfluoresence OLED emittersKyulux - Hyperfluoresence OLED emitters