Article last updated on: Jan 18, 2019

Business Korea: LGD delays the construction of its P10 fab

Towards the end of 2015 LG Display announced that it plans to build a new OLED fab (P10) in Paju in a $8.7 billion investment. The P10 was supposed to produce both LCD and OLED displays (mostly OLED TV panels, but also mid-sized flexible OLEDs), and production was planned to begin towards the end of 2018.

LG P10 fab building (December 2018)

In 2017, we heard reports that LGD decided to cancel the LCD production at the P10 fab and focus exclusively on OLED displays. A new report from Business Korea confirms this report - and says that LG also decided to postpone the production at the P10 as the shift to OLED technologies is challenging - especially as LGD intends to produce OLEDs on 10.5-Gen substrates for the first time at the P10 fab.

Watch JOLED's new ink-jet printed OLED monitor and display prototype in action

Earlier this month JOLED unveiled new display prototypes at FineTech Japan. Today we have received this interesting new video from JOLED that shows the displays in action:

In the video you can see all of JOLED's new prototypes. First up is the Automotive demo - JOLED demonstrated two panels, a 12.3" 1920x720 (167 PPI) panel and a 12.2" 1920x1280 (180 PPI) panel. Both are printed on LTPS backplanes (as do the rest of the company's small and medium sized panels). JOLED's latest investors, Denso and Toyoto Tsusho, are both helping the company with its entry into the automotive display market.

LG Display aims to ship over 1 million OLED TV panels to Japanese TV makers in 2019

According to its plans, LG Display aims to ship around 2.9 million OLED TV panels in 2018, and the Korean panel maker expects that its production capacity expansion will allow it to ship around 4 million panels in 2019.

Panasonic FZ950 photo

LGD's largest customer is LG Electronics, but the company is also enjoying strong sales to Japanese TV makers. The Nikkei Asian Review says that in 2018 the company will ship 500,000 panels to Sony and 200,000 to Panasonic, and next year it expects to increase its shipments to Sony to 850,000 units and to Panasonic to 300,000 units. LG Electronics OLED TV market share will be around 50-60% in 2019.

Bloomberg: LG plans to start offering rollable TVs in 2019

In CES 2018, LG Electronics demonstrated its 65" rollable OLED TV prototype, showing how such a display can be used to create a TV that rolls into its base. Last month we reported that LG plans to showcase its rollable TV again at CES 2019, and now Bloomberg reports that LG aims to actually release this TV as a commercial product in 2019, citing "a person familiar with the matter".

LGD 65'' rollable OLED TV, CES 2018

It was already reported before that the rollable TV will take "center stage" in LG's CES event - which hinted that LG is indeed close to commercializing such a device. In 2017, LGD did say it plans to bring rollable OLED TVs to market by 2020.

LGD starts installing equipment in its Guangzhou OLED TV fab

In July 2017, LG Display announced that it decided to build a 8.5-Gen (2200x2500) OLED TV production line in Guangzhou. Following many delays, LGD got the approval for its new OLED TV fab from both the Korean and Chinese governments only in July 2018.

LGD Guangzhou OLED TV fab render

Korea ETNews now reports that LG Display started to install the production equipment in the Guangzhou fab. LG Display's new fab will have a capacity of 90,000 monthly 8.5-Gen substrates (2200x2500 mm), using two production lines. The equipment in the first line (with a capacity of 60,000 monthly substrates) was already installed, and LGD will soon (H1 2019) start ordering and installing the equipment in the second line as well.

DSCC: the OLED market will grow 19% in 2019 to reach $31 billion in revenues

DSCC estimates that the AMOLED market will grow 19% in 2019 to reach $31 billion, up from $26.5 billion in 2018. OLED revenues will continue to grow and reach $48.8 billion in 2022 (a CAGR of 16%).

OLED panel revenue by type, (2016-2022, DSCC)

Looking at OLED unit shipments and area production, 2019 will see a 22% growth in unit shipments to 610 million panels and a 35% growth in area to 9 million square meters. Area shipments will grow faster than revenues as OLED selling prices will continue to decline - and as OLED TVs take up a larger share of the OLED market.

Here are JOLED's new OLED display prototypes

Japan-based printed OLED developer JOLED demonstrated several new OLED displays at Finetech Japan last week. We already posted on these new OLEDs, and now we have photos of the new panels.

JOLED 55'' OLED TV prototype (FineTech Japan 2018)

So first up is JOLED's first OLED TV panel. The 55" 4K (3840x2160, 80 PPI) panel offers a 120Hz refresh rate and a color gamut of 100% DCI (135% sRGB) and is printed on JOLED's Transparent Amorphous Oxide Semiconductor (TAOS) backplane.

More details emerge on Samsung's QD-OLED TV Plans

Samsung Display is developing hybrid QD-OLED TV technology, and according to estimates, the company aims to begin trial production in 2019. It seems that Samsung is managing to overcome the technical challenges and the company is preparing to start production of such QD-OLED TVs in 2019.

QD-OLED stack scheme (DSCC, Oct-2018)

Last month Digitimes updated about Samsung's plans to start installing equipment by the end of 2018 and begin trial production in H2 2019. Digitimes now posted another article, revealing more details on Samsung's plans.

JOLED to show new printed OLED monitors and TV prototypes at Finetech Japan

Last month Japan-based printed OLED developer JOLED announced that it will demonstrate new OLED prototypes (including a 55" printed OLED TV) at Finetech Japan, which starts tomorrow (December 5). Today JOLED detailed the new panels it will have on display at the trade show.

ASUS ProArt PQ22UC photo

So first we have two automotive displays - a 12.3" HD OLED and a 12.2" flexible (curved ) Full-HD OLED. JOLED's latest investors, Denso and Toyoto Tsusho, are both helping the company with its entry into the automotive display market.

CSoT breaks ground on its upcoming T7 fab, which includes a printed OLED TV line

China-based display maker CSoT held a ceremony yesterday as it started construction on its upcoming T7 large-area display production fab. The T7 fab, which has a total cost of around 42.7 billion Yuan ($6.15 billion USD), will produce both LCD and OLED display.

Total capacity in the T7 line will be 105,000 monthly substrates (according to our information, the OLED capacity will be 20,000 monthly substartes). The T7 OLED line will use IGZO backplanes and inkjet printing deposition. CSoT's plan is to start production by the end of 2020 - with real mass production starting in 2021.