Glass

According to reports in China, strong demand for flexible AMOLED panels for high-end smartphones, have resulted in an increase of panel price. This has caused smartphone makers to adopt more rigid AMOLED panels in their budget smartphones.

The report suggests that Samsung Display is especially enjoying an increase in sales of its rigid AMOLED panels to smartphone makers in China - mainly OPPO, vivo, and Xiaomi. These smartphone makers are replacing LCD displays with Samsung's rigid AMOLEDs - as the price difference is currently quite small.

LG Display detailed its latest automotive display strategy. The company is now offering three product family. For luxury flagship cars (over $80,000 in cost), the company is offering its P-OLED flexible panels, that offer high performance coupled with design freedom.

For premium cars ($50,000 - $80,000) the company offers rigid OLEDs, that offer high image quality and a tandem OLED architecture for increased efficiency and lifetime. These displays are lower in cost compared to LG's P-OLEDs, and LG brands these as ATO (Advanced Thin OLEDs) as they adopt TFE encapsulation over a glass substrate. For mass market cars ($30,000 - $50,000) LGD offers LTPS LCDs.

UBI Research estimates that the foldable OLED market will reach 22 million units in 2023, and will grow to 61 million units by 2027, a CAGR of 29%.

UBI also published a forecast on cover material market for foldable OLEDs - this market will also expand, and will grow to $840 million n 2027. UBI says that the market share of ultra-thin glass will grow, as Samsung will only produce foldable OLEDs with UTG in the future, and other makers including BOE, CSoT and Visionox are developing UTG panels. 

Universal Display announced that it will detail advances in its latest PHOLED materials at Display Week 2023. The company's latest red, green, and blue PHOLED materials offer a narrow emission spectrum, which increases the efficiency of OLED devices, in addition to enhancing the color gamut.

UDC also unveil a new OVJP system printed on a 200mm x 500mm Corning Astra Glass substrate. UDC will also showcase the first-ever fully printed seven-layer (HIL/HTL/EBL/EML/HBL/ETL/EIL), 80 PPI, green commercial-level PHOLED device fabricated by its R&D OVJP system that has comparable device performance with vacuum thermal evaporation (VTE). 

China's largest OLED substrate (carrier) glass production fab has initiated production, with full production is expected by August this year.

This is the first phase of the production hub planned at the Weifang Optoelectronics Display Materials Industrial Park, in Shandong province. Total investment in this line was 1.4 billion yuan (around $200 million USD), and the construction of the 2nd phase in this project has now started as well. The total investment in the four planned production lines will reach around $720 million USD. 

Apple's interest in OLED displays for future iPad tablet device is not secret, and many analysts estimate that the first such device will be released in 2024.

One of Apple's requirement is for superior performance for its tablets compared to smartphone AMOLED displays - and so developers are relying on a tandem OLED structure. According to a new report from Korea, LG Display is developing another unique technology for Apple's iPads.

Last week at CES, OLEDWorks demonstrated some of its latest automotive OLED Lighting solutions. Developed together with Corning, Valeo and STMicroelectronics, OLEDWorks’ newest demonstrator contained the highest density of individually addressable segments of any flexible OLED panel.

You can see the new flexible OLED demonstrator in the video above on the left (the device on the right uses rigid OLED panels). OLEDWorks says that individually segmented OLED lighting panels increase safety on the road by allowing for improved communication through dynamic animation sequences and symbols. Manufacturing these OLED panels on flexible glass further expands lighting design opportunities with the ability to conform with curved surfaces in the car, integrating lighting directly into the vehicle’s architecture.

This is a sponsored post by Coherent

Lasers are utilized for numerous processes in flexible OLED production, just as they are in the manufacture of other display technologies. In fact, it can be reasonably claimed that lasers are a key enabling technology in the fabrication of modern, flat panel displays. And it’s likely that they will continue to perform essential fabrication steps as flexible and foldable displays become more commonplace.

There is a variety of processes within the flexible display production line where lasers have an essential contribution to enable high throughput, high yield mass production. Nowadays, the complexity of the displays is getting larger and the number and tasks of lasers within flexible OLED production is increasing.

For this reason, choosing the right laser really means choosing the right laser supplier. Manufacturers need a partner who has the specific technical and applications development resources to identify the best and most cost-effective solution. Coherent is that partner

According to reports in Korean media, Samsung is developing a new process which will allow it to reduce the thickness of its QD-OLED panels.

The current QD-OLED design uses two glass substrates, one for the TFT backplen (and the OLED frontplane materials), and one for the QD conversion layer. The new plan is to remove the QD glass substrate, and inkjet print the QDs directly on the OLED TFE encapsulation layer.

DSCC posted an interesting article, comparing the production costs of OLED vs mini-LED panels for IT. DSCC estimates that for tablets and notebooks, a tandem structure will be used, and the panels will be based on rigid substrates.

In the chart above you see a production cost comparison, between 2021 and 2025, for 12.9" panels. DSCC looks at two OLED production options: a tandem OLED panel with an LTPO backplane produced in a 6-Gen fab, and a similar panel that uses an Oxide-TFT backplane and produced in a larger 8.5-Gen fab. As you can see, OLED panels are more cost effective, and will remain so throughout the forecast period.