Market updates

OLED-Info and our sister site MicroLED-Info are happy to announce the 2023 edition of The MicroLED Handbook. This book is a comprehensive guide to MicroLED display technology, industry and market. MicroLED displays are thin, efficient, bright and flexible and are on track to revolutionize the display industry. The handbook is now updated to January 2023 and lists recent developments and new companies, initiatives and research activities.

Reading this book, you'll learn all about:

• MicroLED technology, materials and production processes
• How MicroLEDs compare to LCDs and OLEDs
• What are the challenges towards commercial production
• LED technology and manufacturing processes
• MicroLED driving and full-color architectures
• The MicroLED displays currently on the market

The book also provides: The book also provides: an in-depth guide to MicroLED Microdisplays, potential applications of MicroLED displays, a comprehensive list of MicroLED companies, an introduction to other emerging display technologies (such as quantum dots and OLEDs), a current overview of the MicroLED market, market and industry forecasts and much more!

According to DSCC, display fab utilization started to decline in Q2 2022, and this continued - and bottomed out towards the end of 2022. The industry is starting to recover, but the recovery is slower than expected before.

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This is true for both LCD and OLED displays, as you can see in the graph above.

Korea-based ETNews reports that Apple has finally committed to adopt OLED displays in future tablets and laptops, and the company has signed a contact with a "local OLED developer" (which means either Samsung Display or LG Dispaly) to develop four different OLED displays.

According to the report, Apple decided to adopt a 10.86" and 12.9" AMOLED displays for future iPad devices, and 14" and 16" displays for future MacBooks. The first OLED iPad will be released in 2024, while the first OLED MacBook will come later in 2026.

We are happy to announce the new edition of The OLED Handbook, the most comprehensive resource on OLED technology, industry and market - now updated for 2023. The OLED industry grows and changes very fast, and the new edition include new details on the OLED mobile and IT display segments, foldable and rollable displays, OLED and QD-OLED TVs, and more!

Reading this book, you'll learn all about:

• OLED technology and materials and production processes
• How OLEDs compare to LCD displays
• OLED TVs, foldable, rollable and transparent OLEDs
• The OLED lighting industry
• The future of OLED displays and the challenges ahead

The book also provides:

• A history of OLED development
• A guide to OLED investment
• A comprehensive list of OLED companies
• A list of existing and planned AMOLED fabs
• An introduction to quantum dots, micro-LEDs and e-paper displays

The OLED handbook has been read by hundreds of display engineers, business developers, researchers, equipment vendors, OLED material companies, private investors and others who wished to learn more about OLEDs today and in the future.

OLED-Info and Perovskite-Info are happy to announce the 2023 edition of The Perovskite Handbook. This book is a comprehensive guide to perovskite materials, applications and industry, and it is now updated to January 2023 and lists recent developments and new companies, initiatives and research activities.

Perovskites are an exciting class of materials that feature a myriad of exciting properties. Perovskites are now entering the display market, with applications in quantum dots, LEDs, lasers and more.

Reading this book, you'll learn all about:

• Different perovskite materials, their properties and structure
• How perovskites can be made, tuned and used
• What kinds of applications perovskites are suitable for
• Perovskites Quantum Dots
• Perovskite solar cells, their merits and challenges
• Perovskites-based LEDs
• The state of the perovskite market, potential and future

The book also provides: a history of perovskite research, a guide to perovskite companies and developers, information on leading collaboration and development projects, a comprehensive list of perovskite companies and much more!

Omdia posted an interesting market analysis, saying that Samsung Display is looking to increase its OLED TV market share, and will push QD-OLED TV shipments strong in 2023. SDC will increase shipments by 141% in 2023, and will continue to increase production.

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Samsung's production increase will be met by an increased number of suppliers - not just Samsung and Sony as in 2022, but other companies will start offering QD-OLED TVs (Philips, TCL and Sharp).

Omdia says that global TV shipments reached 204.5 million units in 2022, down from 213 million in 2021 and 225 in 2020, where the COVID-19 pandemic expanded demand for TVs.

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Omdia expects a recovery in 2023, especially in OLED TVs and the super-large TV segment.

Reports from Korea suggest that China-based OLED makers have seen lower utilization rates, as demand for OLED displays is smaller than expected, which is leading the companies to slow down their capacity expansion plans.

The capacity of all China-based OLED makers have risen from 20% of the global OLED market in 2019, to around 40% in 2022. But growth ahead will be slower, and by 2027, the market share of China-based makers will reach 45% of the global market. This data is from DSCC.

The Elec reports that Samsung Electronics is set to launch a foldable OLED laptop next year, using a 17.3" AMOLED display produced by Samsung Display. HP is also gearing up to release its first foldabl OLED, with a 17-inch display produced by LG Display.

Asus ZenBook 17 Fold OLED

Foldable OLED laptops are exciting, but current prices are very high, and so demand is low. The Asus ZenBook 17 Fold OLED for example, which uses a 17.3-inch display made by BOE, costs $3,500 - a very high price for a laptop. It is reported that Asus only ordered 10,000 displays from BOE as it understand it cannot ship many units at this price, and HP also not planning for many sales of their own first-gen foldable laptops, and have ordered a similar number of displays.