LTPS

Omdia says that in the second half of 2025, shipments of LTPO flexible AMOLED displays will surpass the shipments of flexible LTPS AMOLEDs, for the first time.

Omdia estimates that in Q3 2025, the share of LTPO OLEDs (out of the total flexible OLED market) will reach 55.3%, and it will continue to grow to 58.8% in Q4 2025, as demand for high-efficient displays in premium smartphones increases.

BOE says that it has shipped almost 140 million flexible AMOLED displays in 2024, falling a bit short of its target of 16 million units. In 2025, the company hopes to grow its shipments by 21%, reaching 170 million units.

BOE says that the main reason for not reaching its target in 2024 was that its Chongqing 6-Gen AMOLED production line encountered some technical issues,  and did not ramp up as expected. In addition, the market experienced fierce competition and the company suffered from a decline in orders from customers outside of China. A more positive reason for BOE is that it increased its LTPO capacity, which reduced total unit capacity in its fabs. 

Sources in Korea suggest that BOE struggles with supplying AMOLED panels to Apple's iPhone, and Apple may switch some of its orders to LG Display and Samsung Display.

BOE is supplying LTPS AMOLED displays to Apple's iPhone 14, 15 and 16 devices, but the company faces quality issues and Apple has rejected many of its displays. It is estimated that it will take at least 6 weeks for BOE to fix the OLED quality problems, and meanwhile since the beginning of 2024 it managed to ship only about 7-8 million panels to Apple - from orders of around 40 million units. 

There is an interesting (but unverified) report out of Korea that Apple has chosen Tianma to be its exclusive OLED display supplier for a next-generation HomePod smart speaker device, the first one with a display. The OLED HomePod will be released in 2025.

Rumors about a HomePod with a display started surfacing last year, then suggesting that the display will be a 7-inch LCD, indeed supplied by Tianma. But these new rumors suggests that Apple has opted for a higher-quality LTPS AMOLED display, sized 6.7-inch.

Omdia has updated its Apple iPad and Macbook display roadmaps, with new forecasts and information about Apple's OLED adoption plans in its IT product lines. 

According to Omdia, Apple's iPad Mini will get a 8.4-inch LTPS OLED display in 2026. In 2027, Apple will also introduce OLED displays in its iPad Aid models (11-inch and 13-inch). In 2028 Apple will revamp the OLED displays in its iPad Pro models, offering a tandem architecture, polarizer-free OLED design and LTPO backplanes.

Yesterday Apple announced its 2024 iPhone 16 series, and its latest smartwatch devices - all based on OLED displays. We'll start with the the iPhone 16 that offers a 6.1" 2,000 nits (HBM) 1179x2556 Super Retina XDR LTPS AMOLED, while the iPhone 16 Plus offers a larger 6.7" 1290x2796 display. Both phones are based on Apple's latest 3nm A18 chipset offering improved performance and AI support.

The iPhone 16 Pro has a more advanced 6.3" 120Hz 2,000 nits (HBM) 1206x2622 LTPO Super Retina XDR OLED. The 16 Pro Max offers a larger 6.9" 1320x2868 AMOLED. These new phones are based on Apple's 3 nm A18 Pro chip, offer a "huge leap in battery life", support Apple Intelligence and feature new a main camera.

Omdia says that in 2028, LTPO will overtake LTPS as the leading smartphone OLED backplane technology. By 2031, smartphone LTPO OLED panel shipments will reach 520 million units, with a 52% market share (of all smartphone OLED displays).

Omdia sees the smartphone OLED market rising in the next 10 years. In 2031, over one billion OLED smartphone panels will ship. In 2024, Omdia sees a sharp increase of 24% in smartphone OLED shipments (compared to 2023), which will surpass 800 million units. 

During Displayweek 2024, Visionox demonstrated many OLED display technologies and panels, and also an interesting microLED prototypes (produced by its subsidiarity Vistar).

Visionox is in the final stages of development of its ViP maskless display production process, and the company showcased some nice ViP smartphone panel prototypes (the technology can be used for any panel size). ViP offers a high improvement in aperture ratio (69% up from 29%) which results in low power consumption and brightness (up to 4X according to Visionox), improved lifetime (up to 6X), improved PPI and more.

Apple was the first company to develop LTPO backplanes and it adopted this innovative and energy-efficient backplane technology back in 2018 in the Watch Series 4. LTPO combines Oxide-TFT and LTPS, by using the IGZO in some of the switching TFTs and LTPS in the remaining switching TFTs and all the driving TFTs. LTPO can reduce the power consumption by 5-15%, and enables variable refresh rate.

According to reports from Korea, Apple developed its 2nd-Gen LTPO backplane technology, that uses the IGZO in all the driving TFTs, and uses LTPS only in the remaining switching TFTs. This leads to higher efficiency compared to the first-generation LTPO backplane.

In 2021, we reported that two researchers working at Samsung Display were convicted of handing over OLED technology to other companies, and are being sent to prison for two years. Representative and directors of the company that bought the technology was also sent to prison and the company was fined. The technology in question relates to Optical Adhesive Materials used in OLED production processes. The arrest of these employees was reported earlier in 2020.

It is now reported that another employee of Samsung Display, also involved in that case (seems to be he was the main organizer of the outfit) fled Korea following his indictment, but has now returned voluntarily to Korea and has been arrested and is now bring charged with violating unfair competition laws in Korea.