Omdia updated its forecast for Apple's OLED adoption in its IT devices (iPads and Notebooks), saying that the company will begin the OLED transition with the 11-inch and 12.9-inch iPad Pro due later in 2024.

Samsung Display and LG Display will be Apple's suppliers, and the two companies will adopt new technologies. SDC will produce rigid glass based LTPO tandem AMOLEDs and LG will produce flexible AMOLEDs, at its E6 line. Omdia estimates that Apple will pay $80-90 for the 11" displays and $120-130 for the 12.9" displays, without the touch and cover glass (which will add $20-30 per display).

Samsung announced that in 2023 it retained its market-leading position in the TV mraket, with a 30.1% market share (revenues). The company also disclosed that it sold 1.01 million OLED TVs in 2023 - mostly QD-OLED TVs, and some WOLED TVs as well.

Samsung quotes Omdia saying that it had a 22.7% market share in the OLED TV Market (by revenue), which is pretty impressive, as the company is relatively very new to this market.

We are happy to launch The OLED Toolbox, a new information product for the OLED industry that provides an unprecedented depth of OLED content, data, analysis and insights, written and compiled by the industry's leading portal, OLED-Info.com.

The OLED Toolbox presents an unparalleled array of resources, including guides, projections, analyses, and profound insights into the world of OLED displays and lighting. Never before has it been so easy to gain access to a complete OLED industry resource!

What you'll find inside

• OLED Guide: an expert guide to OLED technologies, the OLED market and the OLED industry, covering everything you need to know about OLEDs
• OLED Insights: OLED analysis and insights, covering all the latest and future trends and developments in the OLED industry
• OLED Spreadsheets: excel files with detailed information on the OLED market and industry (including OLED devices, fabs, microdisplays, automotive solutions and more)
• OLED Leaders: In-depth articles by leading OLED professionals to discuss industry and market topics
• OLED Library: Over 160 content items by industry players - brochures, catalogs, roadmaps, presentations and more.

Market research firm Omdia says that display production equipment sales will rebound in 2024 and reach $7.7 billion (154% over 2023), and will grow slowly in the near future, mainly driven by 8.6-Gen OLED production lines (used to make IT displays).

Omdia says that the new 8.6-Gen OLED fab require novel technologies, which results in high equipment costs. In 2024, 32% of all spending ($2.4 billion) will be for Samsung's A6 line, a large investment for a 15,000 monthly subtrates fab. BOE's investment in its upcoming B16 flexible 8.6-Gen line will be even higher - by 18% due to the backplane choice (LTPO over Samsung's oxide-TFT A6).

Perovskite-Info is happy to announce the 2024 edition of The Perovskite Handbook. This book is a comprehensive guide to perovskite materials, applications and industry. Perovskites are an exciting class of materials that feature a myriad of exciting properties and are considered the future of solar cells - but are also used to enhance displays, LEDs and more. Perovskite materials could prove pivotal to the future of the display industry. The handbook is now updated to January 2024 and lists recent developments and new companies, initiatives and research activities.

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 may be suitable for
• Perovskite QDs, LEDs, and other applications in the display industry
• What the obstacles on the way to a perovskite revolution are
• Perovskite solar cells, their merits and challenges
• 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, market updates and much more!

OLED-Info and MicroLED-Info are happy to announce the 2024 edition of The MicroLED Handbook. This book is the industry's trusted and 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 2024 and lists recent developments and new companies, initiatives, products and research activities. This is a must read for OLED professionals that want to stay updated on the main competitor for OLED displays in the future!

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: 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!

DSCC estimates that the market for OLED evaporation materials (i.e. OLED stack materials) will reach $1.7 billion in 2023, and will grow to $2.7 billion in 2027 (a 11% CAGR from 2023). If UDC will succeed to commercially introduce a blue phosphorescence material, revenues can even be much higher.

OLED materials used in TV applications (and other large-area applications) will grow from $305 million in 2023, to $492 million in 2027, a 13% CAGR. DSCC also sees very fast growth in material used to produce tandem-structure IT displays, which will grow at a 79% CAGR to reach $443 million in 2027.

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.

US-based Pixelligent is an advanced materials company that delivers next generation optical materials applications in lighting and displays. For the OLED industry, Pixelligent offers materials that significantly increase light output by increasing the refractive index of materials in the device.

Pixelligent's President and CEO, Craig Bandes, was kind enough to answe a few questions we had, to learn more about Pixelligent and its solutions for the OLED industry.

Hello Craig! Can you explain your technology and materials and how they enhance the efficiency of OLED display?

We are best known for our high refractive index (HRI) nanocrystal formulations and dispersions that deliver breakthrough performance in next-generation electronics, like extended reality, displays, optics, and sensors. We designed our PixJet®, PixNIL®, and PixClear® products to offer the best combination of brightness, clarity, operating efficiencies, and device-lifetime.