OLED monitors: introduction and industry news - Page 2

According to DSCC, OLED panel shipments increased 50% in the second quarter of 2024, compared to the second quarter of 2023. Compared to the previous quarter, shipments increased 13%. 

DSCC says that OLED tablet shipments increased 356% in the quarter compared to last year (led by Apple's adoption of AMOLEDs in its iPad Pro devices). OLED smartphone spanel shipments also 49%, while OLED TV panel shipments increased 30% from 2023.

LG Display is showing its latest OLED displays at the K-Display 2024 trade show, in Seoul. You can see LG's large-area OLED TVs, gaming monitors, automotive OLEDs and more.

All of these displays have been shown before, but this video is still a nice demonstration of LGD's latest OLED technologies.

According to Omdia, sales of OLED panels in sizes over 9-inch (the company refers to these as Large Area Displays) will increase 124.6% in 2024. In 2023, the market contracted 25.7%, with the only exception being OLED monitor panels that grew in shipments.

In 2024, Omdia says that all application areas will see an increase in shipments - TVs, monitors, tablets and laptops. Only the company's "other" category will see a decrease in sales. In particular, tablet OLED shipments are projected to increase by 294% compared to 2023, largely due to Apple's adoption of OLEDs in the 2024 iPad Pro tablets. Laptop OLED sales will increase 152.6%, and monitors OLEDs will increase 139.9%. Finally, OLED TV panel shipments will increase 34.8%.

Samsung Electronics says that a it has sold over 20,000 units of its new QD-OLED monitors, the Odyssey G8 and G6 in a month. The company says that the new monitors are popular in Europe, North America - and Southeast Asia.

A couple of months ago IDC says Samsung is leading the OLED monitor market, with a 34.7% market share by revenue (and 28.3% market share by shipments. Samsung Electronics started selling OLED monitors in 2023.

Since Samsung started mass producing AMOLED displays in 2007, most people believe that the company is not only the leader in OLED production capacity, but also in the performance of its displays. In most cases, Samsung has been the first company to develop and manage to mass produce the most advanced OLED displays, and the first to adopt the latest OLED materials, architectures, and processes.

There are some signs that this could be changing, although honestly it's a bit too early to know. In May 2024, Apple launched its first OLED Tablets, and according to reports, Apple chose LG Display as its main supplier, ordering around 60% of its iPad OLEDs from LGD (with all of the 13" model orders going to LG), and the rest from Samsung. Later it was reported that Apple had to delay the introduction of its 2024 iPad Pro devices as Samsung faced low production yields and could not deliver displays in time.

DSCC says OLED revenues are expected to grow 12% in 2024 and reach $44 billion. OLED panel shipments will grow 18% in 2024. The fastest growing OLED market segments are tablets and monitors.

OLED tablet panel shipments will increase 202% in 2024, and this will result in a 632% increase in revenues, driven mostly by Appe's first adoption of OLED panels in its 13" and 11.1" iPad Pro tablets. OLED monitors will grow slower, but still impressively - 80% in shipments, and 45% in revenues.

Dai Nippon Printing (DNP) announced that it has started mass producing fine metal masks (FMM) at its new production line at Kurosaki Plant, in Fukuoka, Japan. DNP invested $140 million to expand the production line.

8-Gen and 6-Gen FMM samples (DNP)

The new production line is producing masks suitable for 8-Gen substrates. As the OLED industry is moving to expand its IT AMOLED display production for laptops, monitors and tablets, companies are building larger (8.7-Gen mostly) production lines that require these larger masks. While the company is already producing at the new fab, it will also announced that it may gradually expand production further at the new line, depending on market demand.

Visionox is the latest company to announce a new AMOLED production line, targeting the IT display market - laptops, monitors and tablets. The company said that it will best 55 billion Yuan (around $7.6 billion USD) to build a 8.6-Gen production line in Hefei, Anhui province.

Visionox's production line will have a monthly capacity of 32,000 substrates. The company did not share any details regarding the timeline of this project, or its financing.

Samsung Display announced that it shipped over a million QD-OLED monitor panels. SDC started producing these panels in 2022, and is currently offering a wide range of panels, from 27-inch to 49-inch, mostly targeting gaming monitors. SDC is working with 10 monitor producers, that have released over 90 QD-OLED monitor models.

Samsung says that it plans to expand its QD-OLED market, by targeting professional monitors and content creation monitors. 

LG Display demonstrated its latest OLED display prototypes and commercial panels at Displayweek 2024. The company showed flexible panels, automotive displays, transparent OLED, gaming monitors, a 10k nit microdisplay and more.

So first up, LG Display shows its automotive Advanced-Thin-OLED (ATO) displays, which are produced on glass substrates and use a tandem structure. These OLEDs are lower in cost compared to LGD's flexible automotive p-OLED panels, but still enable low-weight and thin profile, and the excellent image quality of an OLED display. The smaller display was a 12.3" 2400x900 (209 PPI) 1,000 nits panel, while the other panel was larger at 17" 1920x2560 (188 PPI).