OLED production will grow 94% in Q2 2021, as demand for OLED panels increases

DSCC says that OLED production will grow 94% in the Q2 2021, fueled by strong demand for OLED in smartphones, TVs and other devices - coupled with a recovery from the pandemic. Growth in OLED input area for small & medium displays is expected to grow 68%, while grow in OLED TV input area will grow by 134% over last year.

OLED and LCD production capacity (2019-2021, DSCC)

The chart above shows the total OLED (and mobile LCD) industry capacity. As you can see, flexible OLED capacity is growing - mainly from expansions by CSoT, Tianma and Visionox. There's also growth in rigid OLED capacity - from Everdisplay and JOLED.

DSCC sees a low utilization rate at flexible OLED lines in H1 2020, high utilization at rigid OLED lines

DSCC says that flexible OLED fab utilization has been low since the beginning of 2021, and this will remain so for the next quarter as well. Utilization at rigid OLED lines is higher. This has been the pattern in previous years - lower production in the first half of the year and higher volumes at the second half of the year.

OLED and LCD fab utilization rates (2019-2021 H1, DSCC)

LG's OLED TV fab utilization has been historically very high (and close to 100%) - until 2020 which have seen lower utilization due the ramp-up at the Guangzhou fab. But in 2021 LG has managed to increase its yields again.

Ming Chi Kuo: Apple to adopt OLED displays in the 2022 iPad Air

In late 2020 several reports from Korea suggested that Apple is looking to adopt OLEDs in future iPad devices, as early as in 2022.

According to Ming-Chi Kuo, a usually reliable Apple analyst, Apple is looking to adopt an OLED display in the 2022 iPad Air (while the MacBook Air will start using miniLED LCDs). MiniLEDs are actually more expensive than OLEDs today (these iPad OLEDs will be the cheaper rigid variant) and so cheaper iPads or laptops will use OLEDs from 2022 and onwards, while more expensive models will opt for miniLEDs which do not suffer from burn-in.

Trendforce: AMOLED displays will grab 39% of the smartphone display market in 2021

According to Trendforce, smartphone brands will increase adoption of AMOLED displays in 2021, which will lead to a 39% market share for AMOLED displays in the total smartphone display market - up from 31% in 2019.

Smartphone display market share by technology, 2019-2021, Trendforce

AMOLED displays are increasingly replacing high-end LTPS LCD displays in the high-end part of the smartphone market. The market share of lower-end a:Si LCD is quite stable.

QuantumDots-Info, a new knowledge hub to focus on quantum dots based displays

We are happy to announce a new Metalgrass knowledge hub, QuantumDots-Info.com. Our new site focuses on QuantumDots technologies for the display industry. QDs are already used in many displays, and it is likely that the future will bring us more types of QD Displays, including QDEL and QD-OLEDs.

QuantumDots-Info brings you daily news, commentary, resources and updates about QDs in the display industry. You can subscribe to our weekly QD display newsletter here - and if you have not done so already, be sure to also subscribe to the free monthly OLED newsletter!

DSCC: production costs of miniLED TVs to be higher than OLED TVs

DSCC published an interesting post that details the production costs of both WOLED and miniLED TV panels. So first of all, it details LG's current costs for producing OLED TVs, as you can see in the chart below. The costs of producing larger 77-inch and 8-3inch panels are significantly larger than the costs of 65-inch and smaller TV panels:

2021 WOLED TV production cost by size (DSCC)

Interestingly, DSCC says that in 2020, the production costs in LG's Guangzhou fab was higher than the costs in LG's Korean OLED TV fab as the yields in Korea are higher - but this will change in 2021 as China has lower costs for depreciation, personnel and more. DSCC estimates that production costs for a 55-inch or 65-inch WOLED panel will be 14% lower in China than in Korea.

Omdia: 62.8% of all smartphones sold in Q4 2020 use OLED displays

Market research company Omdia says that at the end of 2020, 62.8% of all smartphones use OLED panels, while 31.8%, use LCDs (I'm not sure about the rest of the smartphones, maybe some use E Ink displays but not all the rest of the missing 5.4% in Omdia's summary.

ZTE Nubia Red Magic 5S photo

Omdia further estimates that SDC's smartphone OLED panel sales will exceed $5 billion in Q1 2021, a 30% increase over Q1 2020.

The Perovskite for the Display Industry Market Report

OLED-Info is proud to present our new market report, The Perovskite for the Display Industry Market Report. This market report, brought to you by the world's leading perovskite and OLED industry experts, is a comprehensive guide to next-generation perovskite-based solutions for the display industry that enable efficient, low cost and high-quality display devices.

Reading this report, you'll learn all about:

  • Perovskite materials and their properties
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The report also provides a list of perovskite display companies, datasheets and brochures of pQD film solutions, an introduction to perovskite materials and processes, an introduction to emerging display technologies and more.

Is BOE launching a 55-inch AMQLED TV display?

BOE has unveiled a new display, a 55" 4K quantum-dots panel, which it calls AMQLED (active-matrix Quantum Dot LED) display. This display uses electroluminescent QD technology - which is similar to OLEDs but with QD emitters. BOE says the display achieves a color gamut of up to 119% NTSC, and a contrast ratio of 1000000:1.

BOE 55'' TV AMQLED prototype/display photo

The reports claims that BOE launched this as a commercial product, but the details are not clear. This technology has been under development for many years, but it hasn't reached the performance required by commercial products, so this is a bit puzzling, hopefully we'll learn more soon.

Cambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDsCambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDs