UBI: OLED production capacity to double by 2023, Korean makers to retain their 80% market share by area

UBI Research estimates that OLED production capacity will increase from 34.9 million sqm to 68.5 million by 2023. LG Display and Samsung Display are expected to increase production of OLED TV and introduce new 10.5-Gen fabs better suited for 65" TV production.

OLED production capacity by country (2019-2023, UBI)

Mobile OLED production capacity will also grow, but at a slower rate - from 13 million sqm in 2019 to 19.3 million sqm in 2023, mainly driven by Chinese OLED producers that produce flexible smartphone OLED displays mainly for the Chinese domestic market. Korean OLED producers (SDC and LGD) will continue to dominate the market and will retain their ~80% market share in 2023.

Asus demonstrates a dual display laptop with a main 15.6" 4K OLED

Last week we reported that Asus demonstrated an OLED gaming laptop - even though it still has some concerns with OLED displays and is not ready to release such a device commercially.

Asus ZenBook Pro Duo prototype photo

It turns out that Asus has another OLED laptop in the works - the ZenBook Pro Duo which actually features two screens - an SDC 15.6" 4K AMOLED main display and another, smaller 14" LCD that is placed above the keyboard. This is just a prototype, but according to reports this seems like a finished product, and it could reach the markets soon.

Planar launches its 2nd-Gen 55" transparent OLED signage displays likely based on LGD panels

In November 2015 Planar launched its LookThru displays, based on 55" FHD transparent OLED panels made by Samsung Display. SDC stopped producing these OLEDs shortly after, though, and Planar had to halt its sales.

In February 2019 LG Display launched its own 55" FHD transparent OLED production, and now Planar announced its 2nd-Gen LookThru (LO552) displays - which are likely based on LGD's panels this time.

Korean site suggests that Apple is considering adopting AMOLED displays in future iPads and Laptops

In February 2019 Samsung Display started to mass produce its new 15.6" 3840x2160 OLED display panels, and some of the first 2019 OLED laptops are already shipping.

HP Spectre x360 15 photo

Korea-site The Elec says that according to its sources, Apple is "considering adoption" of OLED displays in its Pro laptop and tablets lines. The iPad Pro will adopt an 11" OLED while the MacBook Pro will adopt a 15.6" one.

OnePlus launches the 7 and 7 Pro smartphones with high quality AMOLED displays

OnePlus launched it latest flagship smartphones, both of whom utilize high-end AMOLED displays. We'll start with the OnePlus 7 Pro - a flagship smartphone that features a large 6.67" 90Hz 1440x3120 Fluid AMOLED - which apparently is a 90Hz Super AMOLED. This is a full-screen display that has an under-the-display fingerprint sensor.

OnePlus 7 Pro photo

The OnePlus 7 has a smaller notch-type 6.41" 1080x2340 Optic AMOLED - which is again OnePlus' own display marketing term for an SDC's Super AMOLED. It seems as if OnePlus brands its regular 60Hz AMOLED displays as Optic Displays - and its higher-end 90Hz ones as Fluid AMOLEDs.

OLET developer Mattrix Technologies raised $3 million

Organic-TFT backplane/emitter developer Mattrix Technologies (previously nVerPix) announced that it has closed its Series A financing round, with $3 million in investment from Samsung Ventures and JSR Corporation.

Mattrix Technologies, spun-out of the University of Florida in 2011, developed the world's first full-aperture OLET (organic light emitting transistor) display technology, based on the company's proprietary CN-VOLET (carbon-nanotube enabled, vertical, organic, light emitting transistor) technology, a new pixel architecture that combines the drive transistor, storage capacitor and light emitting layers into a sequentially deposited, vertical, transparent stack. The company is also looking into graphene electrodes as an alternative to CNTs.

Intel is looking into foldable OLED laptops, will not arrive before 2021

GizChina reports that senior executives at Intel said that the company is looking at laptops with foldable OLED displays, working together with LG Display, Samsung Display, BOE and Sharp. There are many challenges to overcome, and Intel estimates that such foldable laptops will not arrive before 2021.

In October 2018 Samsung Electronics said that it is developing laptops with foldable displays, while other reports suggested that that LG Display is collaborating with Lenovo to develop a 13" foldable tablet.

Samsung says it resolved the Galaxy Fold issues and will soon announce a new launch date in the US

On April 23th, after early reviewers reported that that the foldable screen in their Galaxy Fold devices broke down after a day or so, Samsung decided to delay the release of its foldable smartphone. Samsung's CEO now says that the company will soon announce a new launch plan for the Galaxy Fold in the US, after it had resolved the issues with the display.

Samsung Galaxy Fold photo

Samsung says that it has "reviewed" the defects caused by particles that entered the device below the screen. Samsung will strengthen the durability of the exposed area on the hinge of the phone and will minimize the gap between the protective layer and the bezel of the main display in order to prevent any external substances from penetrating the device.

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