In April 2019 Reuters reported that Japan Display (JDI) signed a deal with Apple to supply it with AMOLED displays for its smartwatches, and today JDI's new CEO Minoru Kikuoka said that the company recently started producing OLED displays - likely indeed this is low volume production for Apple's wearables.

Apple's Watch Series 5 (its latest generation) features a 324x394 1000-nits always-on LTPO AMOLED display (368x448 on the 44m model). Apple is currently buying these OLED displays exclusively from LGD.

DSCC says that OLED panel unit shipments will reach 1.06 billion by 2023. The growth will peak in 2020 (with a 27% unit growth and 25% revenue growth from 2019). Overall revenues for OLED panels will grow from $26.5 billion in 2018 to $46.2 billion in 2023.

DSCC says that it lowered its OLED TV forecast for 2020-2023, as LGD is delaying both its Guangzhou 8.5-Gen fab ramp up and its P10 10.5-Gen line by one year. New LCD technologies, including dual-cell LCD and miniLEDs will also hurt the growth of the OLED TV market. DSCC further reports that LG Electronics will not be able to reach its 2 million OLED TV goal in 2019 - and have asked LGD to supply it with only 2.5 million OLED TV panels in 2020 (the original plan was to supply 3.5 million panels to LGE).

LG Display is currently producing flexible AMOLED displays for Apple's smartwatches in its E2 4.5-Gen line in Paju. The company hasn't been able to improve its financials as LCD prices are under pressure, and following a recent managerial shuffle, it is now reported that LGD is considering shutting down its E2 line.

The E2 production capacity is around 20,000 substrates per month, but it is less economical than LG's larger OLED lines, the E5 and E6 lines which are 6-Gen lines. LG will reportedly move production from its E2 line to its larger lines.

Yesterday Apple announced its 2019 iPhone and Watch Lineup - with all the devices but one with OLED displays. We'll start with the iPhone 11 Pro which uses a 5.8" notch-type 2436x1125 (458 PPI) AMOLED display and features Apple's latest A13 Bionic chip, 64/256/512GB of storage, a triple camera setup, HDR, FaceID - and is water and dust resistant.

The iPhone 11 Pro Max is quite similar, but it offers a bigger display - a 6.5" 2688x1242 AMOLED (same PPI - 458). Both phones will ship on September 20. The iPhone 11 Pro starts at $999 while the iPhone 11 Pro Max starts at $1,099.

PlayNitride demonstrated its latest Micro-LED displays at SID DisplayWeek 2019 - a 7.56" 720x480 (114 PPI) transparent MicroLED, a flexible Micro-LED on a polyimide substrate and a high-brightness, high-resolution passive matrix MicroLED aimed towards wearable applications.

PlayNitride aims to release its first Micro-LED display products by the end of 2019. In 2017 the company started to sample micro-LED panels and shipped samples to 10-20 potential customers.

DSCC says that shipments of smartwatch OLED displays grew 124% in the first quarter of 2019, and the company expects yearly shipments to grow 28% in 2019 to reach 63.9 million units.

Even though each single display is small (around 1.4-inch), smartwatches are the third largest OLED application in terms of revenues (after smartphones and TVs) and total revenues will reach $1.5 billion in 2019.

Huawei launched its Watch GT smartwatch in October 2018, and the company announced it shipped over 2 million units so far. This is great news for Huawei - although its not clear how the recent US ban on Huawei will effect future sales.

The Watch GT has a 1.39" 454x454 round AMOLED display (likely made by AU Optronics) and features an optical 6-LED heart rate sensor, a GPS and a power-saving algorithm that allows the Watch GT to have a claimed 2-week battery life for frequent use mode. The Watch GT is now shipping starting at $199.99 (note: affiliate link to Amazon).

Fashion house Louis Vuitton demonstrated a bag with two flexible OLED displays (calling it a "Canvas Display") at the company's "Cruise 2020" show in New York earlier this week:

This is not the first Louis Vuitton OLED design - in 2017 it launched the Tambour Horizon, an Android Wear smartwatch that featured a 1.4" 390x390 round AMOLED . In 2019 the device was updated with a smaller 1.3" display.

The following is a guest article, by Assaf Levy-Beeri, Co-founder at Joya Team

MicroDisplays are used in a variety of applications. First introduced into the market in the 90s, microdisplays were used as an image source for Rear Projection TVs (RPTVs), projectors, viewfinders for digital cameras and Helmet Mounted Display systems (HMDs).

Today, while the demand for wearable products is increasing and the potential wearable market size is very high, microdisplay market is expected to grow dramatically. Augmented Reality (AR) and smart glasses, Helmet Mounted Displays , Virtual Reality (VR) systems and Head-Up Display (HUD) systems are the main applications where a high-resolution microdisplay is required. Correspondingly, the technology is improving all the time and microdisplays manufacturers make significant investments in order to improve their technology and products performances. In addition, new technologies and manufacturers enter this field.

We have added a new OLED panel to the OLED Marketplace, a BOE 0.95" 120x240 AMOLED that has a 4-Wire SPI interface and an embedded touch layer.

These new small AMOLED displays can be great for many applications - such as wearable or industrial devices. Check out more information over at the OLED Marketplace, or contact us now.