OLED microdisplay maker eMagin announced that the company started to ship 2k x 2k OLED microdisplays "as part of an agreement with a Tier-One company". This could be the announced first licensee for eMagin's HMD design or this could be a different company. eMagin also announced today that it signed a second partner (or customer?) and expects to sign more such agreements in 2017.

An eMagin OLED microdisplay

It's not clear whether eMagin is shipping samples or actual volume microdisplays, and whether this Tier-One company is a partner or a customer. We know that AMD is working with eMagin (but I believe that AMD aims to become a foundry for eMagin if/when it needs higher volume). A potential customer is ODG, but ODG is not using eMagin's 2k x 2k OLEDs but rather lower-resolution ones.

eMagin also announced it will demonstrate its high-brightness direct patterned OLED microdisplays for the VR and AR market to select customers at CES. The display demonstrated in June 2016 (called the OLED-ULT) featured a high luminance of 4,500 nits and a PPI of 2,645.

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AMD

AMD spun off its semiconductor fabs into GlobalFoundries in 2009 so AMD doesn't own any fabs and can't really become a foundry for eMagin.

I guess their collaboration is more on the VR goggles and the necessary graphics chips to drive such goggles.