BOE

BOE and Omniply to co-develop materials and processes for flexible display manufacturing

BOE Technology Group and Canada-based Omniply Technologies announced a co-development agreement, with an aim to develop new materials and process technologies for display manufacturing.

It turns out that the two companies have been working together for almost 2 years, hoping to bring Omniply's technology into BOE's next-generation flexible OLED fab. BOE hopes that Omniply's technology may enable lower cost production of OLED displays, and the production of more eco-friendly displays. It also has the potential to be used in flexible sensors and microLED products in the future.

Read the full story Posted: Oct 23,2024

BOE launches its Q10 AMOLED display, receives DisplayMate's highest ever rating

BOE launched a new flexible AMOLED display, branded as Q10 AMOLED, that has a new OLED stack and delivers increased performance - the company said that compared to its previous flagship OLED stack, it enhances the peak brightness by 12.5%, the lifetime by 33%, and it reduces the power consumption by 10%. The company also says the color saturation and response time is increased.

The new Q10 display will debut at three smartphones, the OnePlus 13, OPPO Find X8 and Vivo iQOO 13. That specific screen is a 6.8" 3168x1440 (510 PPI) 120Hz LTPO AMOLED. DisplayMate tested the new display, and says it is the world's highest performing mobile display ever, seting or matching 21 performance records. It is the first display to receive DisplayMate's A++ rating.

Read the full story Posted: Oct 17,2024

OLED TVs - is there a path towards increased production capacity?

OLED TVs offer excellent image quality, outperforming LCDs with superb contrast, excellent and vivid color reproduction and fast refresh rates. In addition, OLEDs enable thin and efficient TVs. OLED TV production has been increasing up until a year ago, reaching a potential capacity of around 10 million units. This is impressive, but considering the entire global TV market that amounts to around 250 million units, OLEDs represent only around 2.5% of the total market (it is important to note that OLEDs tend to be produced in large sizes and carry a much higher average selling price compared to LCDs).

But OLED TV production capacity growth has declined in recent years. In this article we will shortly detail the history of OLED TV production, and look at potential paths towards increased penetration in the future. More details and into the future of OLED technologies and OLED TVs is included in the OLED Toolbox.

A bit of history: in 2013, both Samsung and LGD started producing OLED TV panels. Samsung chose the straightforward RGB side-by-side architecture, in which there are three sub-pixels, with red, green and blue OLED emitters. LG chose its own WRGB (or WOLED) architecture (the IP was acquired from Kodak in 2009) which uses four white OLED subpixels (made from yellow and blue OLED subpixels). Both companies released 55" FHD OLED TVs, priced at over $10,000 per unit. It soon became clear that Samsung's approach was not scalable, while LGD managed to enter mass production quickly and reduce prices dramatically within a few years to compete with the dominant LCD TV technology.

Read the full story Posted: Oct 04,2024

The US is looking into backlisting both BOE and Tianma as it fears that China is taking over the display industry, we look into the implications

The Chairman of the US House Select Committee on the Chinese Communist Party, John Moolenaar, sent a letter to the US Secretary of Defense, saying that the US should place both BOE and Tianna on the DoD 1260H blacklist as Chinese military companies.

In his letter, Mr. Moolenaar says that by using government support, the Chinese has taken over the display industry, and are already leading both the LCD and OLED markets (which is indeed mostly true). As these two companies have close ties to the Chinese government and military, this, according to the letter, poses a big risk to US and its allies.

Read the full story Posted: Sep 30,2024

BOE developed 5,000 nits tandem 4K 0.9" OLED microdisplays

During the company's 2024 Innovation Partner Conference, BOE unveiled its latest OLED microdisplay. The display is a 0.9" 4K (6020 PPI) panel, that is based on a tandem OLED architecture. It achieves a maximum brightness of 5,000 nits.

BOE has also unveiled ultra-light (150 grams) VR glasses based on these displays. It is not clear whether this is a product that BOE aims to commercialize, or a reference design, or a product produced by one of its partners.

Read the full story Posted: Sep 10,2024

BOE progresses with the construction of its 8.6-Gen flexible AMOLED line in Chengdu

Towards the end of 2023, BOE officially announced its plans for a 8.6-Gen flexible LTPO AMOLED line in Chengdu. The agreement with Chengdu's local government was signed in early 2024, and in April BOE announced it is starting to construct the new fab.

Yesterday it was reported that BOE finished the construction of the main outer structure in this project, and the construction of other buildings is progressing well. BOE is on track to finish the fab by May 2026, with mass production expected by October 2026 - and full production in 2029.
Read the full story Posted: Sep 07,2024

BOE shows a TADF-sensitized Tandem AMOLED device prototype

During the company's Innovation Partner Conference, BOE demonstrated a new 6.55" OLED panel prototype that utilizes TADF-sensitized materials and a tandem stack architecture. The company says that the TADF materials offer significantly improved color gamut, and it achieve 95% BT.2020 coverage, this in addition to the high power efficiency and long lifetime. 

It is our understanding that BOE's TADF-Sensitized material platform combines a deep green Hyperfluorescence emitter and a standard deep-red phosphorescence material. The blue emitter is likely a standard fluorescence bluet emitter.

Read the full story Posted: Sep 05,2024

Reports say Apple to adopt an OLED display 2025 iPhone SE 4, start to order panels from LG Display and BOE

According to reports from Japan, Apple decided to adopt a 6.1" AMOLED display for its upcoming iPhone SE 4 smartphone, which will mean that all of the company's smartphone products will be based on OLED displays.

We actually reported this in March 2024, and back then it was suggested that Apple's target price was $25 for the OLED display - which was too low for Samsung Display that decided not to continue with its discussions with Apple. Back then it was estimate that BOE will supply the majority of the displays, and some orders will go to Tianma. According to the new report, the second supplier is actually LG Display.

Read the full story Posted: Sep 04,2024

BOE, Tianma, TCL CSoT, EDO and Visionox all post improved quarterly earnings

Recently, BOE, Tianma, TCL, EDO and Visionox all posted their financial results for Q2 2024, and all were rather positive. Samsung Display and LG Display also posted increased earnings for the quarter.

So we start with BOE, that posted revenues of 93.4 billion yuan (13.17 billion USD) for the first half of 2024, an increase of 16.47% over H1 2023. Its net profit increased 210% compared to last year (2.285 billion Yuan, or $320 million USD). BOE enjoyed increased LCD sales and optimized production, and also noted high demand for high-end foldable OLED displays.

Read the full story Posted: Sep 01,2024

UBI Research: OLED tablet shipments to jump over 500% in 2024 to reach 12 million units

UBI Research estimates that 12 million OLED tablet panels will ship in 2024, and increase of over 500% from 2023 (1.84 million units), following Apple's adoption of OLEDs in its iPad Pro devices for the first time.

UBI sees the tablet OLED display market continuing to grow, and is expected to reach 30 million units in 2028. The current market leaders are Samsung Display and LG Display, but other display makers are also targeting this market, with BOE aiming to ship 1.5 million OLED tablet panels in 2024, and Visionox around 800,000 units.

Read the full story Posted: Aug 28,2024