Reports from Korea suggest that BOE has decided to adopt LG Chem's blue host material in its AMOLED displays, replacing its current supplier, Idemitsu Kosan.
LG Chem has been focused on soluble OLED materials, and it acquired Dupont's soluble OLED IP in 2019. But in recent years it has started to develop evaporation OLED materials, and it has now secured the design win at BOE. It is understood that BOE chose LG Chem over Idemitsu as its materials offer longer lifetime and lower costs.
LG Chem also recently started to supply deuterium-based blue emitter materials to LG's high-end OLED TV panels.
BOE had ambitious plans to produce over 100 million AMOLED panels in 2022, but it had to lower its production volume as it hit supply constraints, and also had an issue with Apple which halted its iPhone orders from BOE.
Last month Idemitsu Kosan announced it has developed the world's most efficient blue fluorescent OLED emitter system.