Counterpoint: 600 million OLED smartphone displays to ship in 2020

Counterpoint Research estimates that OLED smartphone sales will reach 600 million units next year, as phone makers adopt OLED displays in more mid-range and low-end devices.

OLED smartphone penetration by company (2020, Counterpoint)

Counterpoint says that OLED penetration in Samsung devices will surge from 45% in 2019 to 71% in 2020. Both Apple and Oppo will use OLED displays in 50% of their phones next year.

LGD postpones mass production at its P10 10.5-Gen OLED TV fab to 2023

According to a new report in Korea, LG Display is delaying its P10 10.5-Gen OLED TV fab plans. The company's original plan was to start mass production (with 30,000 monthly substrate) in H1 2022, but the date now shifted to 2023.

LGD P10 OLED fab, Paju Korea (March 2019)

The report says that LG Display notified one of its main equipment suppliers, YAS, that it is delaying its plans. Other main suppliers for the P10 fab include Applied Materials and Jusung Engineering.

Kopin developed a new 1.3" 2.6K OLED microdisplay

Kopin Corporation announced the development of a new OLED microdisplay - a 1.3" 2560x2560 (so-called 2.6K) panel aimed towards next-generation AR/VR/XR applications. This joins Kopin's current OLED microdisplays - the 0.49" 1280x720 panel and the 1-inch 120 Hz 2k x 2k Lightning panel introduced in January 2017.

Kopin Lightning OLED microdisplay photo

Kopin 1" 2k x 2k OLED Lightning microdisplay

Kopin, who is a fabless OLED panel maker, began production of its OLED displays with its partner OLiGHTEK in Q2 2018.

BOE plans a new OLED microdisplay fab in a $470 million investment

In March 2017 OLED maker BOE Technology and OLED microdisplay maker OLiGHTEK announced a new $170 million joint-venture to produce OLED microdisplays for the consumer VR and AR markets

Once complete, BOE's fab will have the largest capacity in the industry - but this is not enough for BOE. Yesterday it was reported in Chinese media that BOE plans to build a second, larger OLED microdisplay fab in Yunnan. BOE will invest $257 million while a state-owned development group will invest $28 million. BOE will also raise $200 million from external sources. Total investment in the new fab will total $486 million.

Is Samsung delaying its $10.8 billion QD-OLED investment plans?

In October 2019 Samsung Display formally announced its decision to invest $10.85 billion in QD-OLED TV R&D and production lines. SDC was supposed to start the plan in 2019, but according to a report from China the Company is delaying its initial investment. Originally mass production was supposed to begin in Q1 2021, but this may happen later if the investment is delayed.
Samsung Display production hub, Tangjeong, South Chungcheong Province

It seems as if equipment makers expected to receive orders for production equipment, but that did not happen. The report says that Samsung decided to make personnel changes and transfer in January 2020 and only after these changes will the company finalize its investment plan in the new OLED TV fab.

The best of 2019 - top OLED stories

2019 is soon over - and this has been an interesting year for the OLED industry. OLED displays are taking over the display market, foldable displays are finally here, and it seems as if investments in OLED capacity is resuming - or at least set to resume next year.

Here are the top 10 stories posted on OLED-Info in 2019, ranked by popularity (i.e. how many people read the story):

  1. Sharp demonstrates a 6.18" foldable AMOLED prototype (Apr 10)
  2. LG plans to release 48" OLED TVs in the future (Mar 7)
  3. TCL is developing hybrid QD-OLED display technology (Mar 17)
  4. Dell announces new OLED laptops and a 55" gaming OLED monitor (Jan 9)
  5. Hisense's new ULED XD technology uses dual LCD panels to achieve high contrast (Jan 13)
  6. LG to finally launch its transparent OLED signage displays (Feb 3)
  7. LG Display to start producing 48" OLED TV panels in 2020 (Jun 5)
  8. LG Display to unveil new transparent, automotive, 8k and CSO OLEDs at CES 2019 (Jan 6)
  9. LG announces its 2019 OLED TV lineup (Jan 6)
  10. New reports suggest that Samsung delays its QD-OLED TV production plans (May 12)

Mass production at LGD's Guangzhou OLED TV fab delayed to after Q1 2020

On August 2019 LG Display announced today that it started producing OLED TV panels at its 8.5-Gen OLED fab in Guangzhou, China. But in October it was reported that LGD's yields at the new fab were still low (50-60%) and mass production did not start as planned.

A new report from Korea suggests that LGD still did not manage to stabilize the new fab, and mass production is now delayed to after the first quarter of 2020. LGD's original plans were to produce around 5.5 million OLED in 2020, but that plan assumed the Guangzhou fab will be in full production rate by the end of 2019. LGD already lowered its 2019 OLED TV production capacity due to the Guangzhou delay.

TADF OLED emitter technology - industry status

TADF, or Thermally Activated Delayed Fluorescence, is a relatively new class of OLED emitter materials that promise efficient and long-lifetime performance without any heavy metals. TADF research started at around 2012, originally at Kyushu University in Japan and today many academic groups and several commercial companies are developing TADF materials.

Blue TADF emitter molecules

The main reason companies are interested in TADF emission is that it could lead to an efficient and long-lasting blue OLED emitter - something that hasn't been yet achieved by other means (mainly - UDC's Phosphorescent OLED emitter technology). In recent years companies initiated commercial development of red, green and yellow TADF emitters as these can offer a lower cost alternative to UDC's PHOLEDs materials.

IHS: smartphone AMOLED shipments reached a record high of 146 million units in Q3 2019

IHS Markit says that smartphone AMOLED shipments reached 146 million in Q3 2019 - a record high, and up from 93 million in the second quarter. LTPS LCD shipments reached 144 million - and this is the first quarter in which AMOLED shipments surpassed LTPS LCD shipments. a-SI LCD is still the leading technology with shipments of 177 million.

Smartphone display market share (2016-2019, IHS)

Following the increased demand for AMOLED displays, Samsung Display regained its leading position in the market (with a 29% market share), replacing BOE. The third largest suppler is Tianma.

Oppo A91

The Oppo A91 smartphone uses a 6.4-inch notch-type 1080x2400 AMOLED display with an under-the-display fingerprint sensor. Other features include an Octa Core Mediatek Helio P70 chipset, 8 GB of RAM, 128 GB of storage, a microSD slot and a quad camera setup.

Oppo A91 photo

The Oppo A91 will ship by the end of 2019 for around $290.