Will HiSense retire its OLED TV line in favor of dual-panel ULED-XD tech?

In November 2018 HiSense launched its first OLED TV range, the Series X and later in Europe. According to reports, demand for HiSense's OLEDs were lower-than-expected, at least in Australia. In 2019 the company also unveiled its dual-LCD (ULED-XD) technology that achieves a very high contrast ratio.

HiSense 55PX OLED TV photo

According to PC Magazine, HiSense decided to retire its OLED line of TVs, and instead adopt ULED-XD technology to compete in the high-end segment.

LG Display plans to ship over 6 million OLED TV panels in 2020, says first pOLED-equipped car to launch in Q2 2020

LG Display says that it aims to ship over 6 million OLED TV panels in 2020 - that's double what it shipped in 2019. The company also says that it expects its Guangzhou fab starts mass producing panels in Q1 2020, earlier than previous estimated.

LG OLED CX photo

Previous estimates, by LG and others, were for around 5.5 million panels in 2020, even before the Guangzhou fab delays. It's possible that LG aims to ship more panels - but some of these will be smaller in size (the new 48-inch panels the company is starting to produce).

IHS: smartphone AMOLED shipments reached a record high of 146 million units in Q3 2019

IHS Markit says that smartphone AMOLED shipments reached 146 million in Q3 2019 - a record high, and up from 93 million in the second quarter. LTPS LCD shipments reached 144 million - and this is the first quarter in which AMOLED shipments surpassed LTPS LCD shipments. a-SI LCD is still the leading technology with shipments of 177 million.

Smartphone display market share (2016-2019, IHS)

Following the increased demand for AMOLED displays, Samsung Display regained its leading position in the market (with a 29% market share), replacing BOE. The third largest suppler is Tianma.

RiTDisplay sees lower PMOLED sales, shifts focus to micro LED displays

Taiwan-based PMOLED display maker RiTDisplay's CEO says that the company's PMOLED sales has been affected by e-cigarette bans in the US, and the company is now shifting its focus to develop micro LED displays (and also mini-LED ones). RiTDisplay's revenues in 2019 to date, $47.1 million USD, decreased 32.4% compared to last year.

PlayNitride high-brightness high-density passive-matrix wearable Micro-LED prototype (SID 2019)

In May 2019 RiTDisplay announced a strategic partnership and share swap with Taiwan-based MicroLED developer PlayNitride. As part of the partnership, RiTDisplay gained access to PlayNitride's technology and is able to produce and sell micro-LED panel based on this technology and IP.

Panasonic to halt all LCD panel production by 2021

Panasonic announced that it will stop all LCD panel production by 2021. Panasonic already stopped producing LCD TV panels in 2016, and current produces LCDs for automotive and industrial markets.

Panasonic GZ950 OLED TV photo

Panasonic says that even though its panels are highly regarded for their quality, the continuation of the business is enviable, as there is a "tougher environment" in the global market.

Taiwan's Chunghwa Picture Tubes filed for bankruptcy

In September 2019, CPT (Chunghwa Picture Tubes) filed for bankruptcy - as the company could not repay its debt.

CPT was established in 1971 in Taiwan and was a CRT and LCD display maker. In 2012 CPT started to develop AMOLED technologies and the company established a small-size experimental line. Later on CPT actually started to produce AMOLEDs in low volume, and also developed flexible OLED technologies.

Samsung releases a video to help you find burn-in marks in your OLED TV, suggests a switch to QLED

Samsung released a short video that may help you find burn-in marks in your OLED TV. The video should be run on your OLED TV, and it shows a red image that will (according to Samsung) show visible marks if there are any issues in your TV.

If you did find such marks - Samsung suggested to contact a service center - or switch to one of its QLED LCDs... I wonder if this is a mart marketing move as Samsung itself is now committed to OLED TV technology and will start producing QD-OLEDs in 2021. Samsung is probably hoping that no one will remember this video by then...

DSCC: OLED panel revenues to reach $46.2 billion in 2023, lowers its OLED TV forecasts

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.

OLED display area production by application (2017-2023, DSCC)

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).