OLED production - Page 4

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LG Display has decided has decided to expand its E6 production fab in Paju (referred to as the AP4 plant), as demand from Apple for smartphone iPhone OLED panels is on the rise.

LGD's E6 fab in Paju has the capacity to produce 45,000 monthly substrates. LG Display is interesting in expanding the capacity to 60,000 substrates. Mass production will begin in 2026, and LGD hopes that it will be able to supply AMOLED displays to Apple's iPhone 18 in the new line. The company will finalize equipment orders next month. A few months ago LG Display announced a $925 million investment plan, and most of these funds will be allocated to this fab expansion project.

TCL CSOT announced that it is starting to construct a 8.6-Gen inkjet printing OLED production line in Guangzhou, China. The company has received support from the local government for this project, which is estimated to have a total investment of 29.5 billion Yuan ($4.15 billion USD). 

TCL says that the planned T8 fab will have a monthly capacity of 22,500 glass substrates (8.6-Gen, or 2290x2620 mm). TCL is mainly targeting IT devices - tablets, laptops and monitors. TCL is joining Samsung, BOE and Visionox that have already announced (and started construction) 8.6-Gen IT AMOLED lines, but TCL's line is unique in its printing production process. TCL says it will begin construction in November 2025, which means that realistically real mass production will likely begin only in 2028 or later.

According to a new report from Korea, Apple has signed an exclusive supply agreement with Samsung Display to produce the AMOLED displays for its upcoming 2026 MacBook Pro laptops. SDC will produce both 14-inch and 16-inch panels, and expected volume is 2-3 million units in 2026.

The report suggests that Samsung will produce the first prototypes by the end of 2025 - and these will be produced at SDC's new 8.6-Gen A6 fab.

Microdisplays are tiny high-performance displays, usually under 2-inch in size, that are not meant for direct view – rather they are meant to project an image. Microdisplays can be used in viewfinders, projector displays, and VR/AR headsets. OLED microdisplays offer very high-quality images and are of increased interest to the display industry.

In this article, we will examine the OLED microdisplay industry, explore why it is very important for supply chain companies, and try to look into the future of the industry. Table of contents for this article:

• An introduction to OLED microdisplays
• The history and current status of the OLED microdisplay industry
• All OLED microdisplay producers and developers
• Do we need all that capacity that is being constructed today?
• Will microLED microdisplays make OLED microdisplays obsolete?
• Why is this industry segment important for OLED supply chain companies?
• More OLED microdisplay industry resources for OLED-Info Pro subscribers

Towards the end of 2024 TCL CSOT announced that it has started to mass produced inkjet printed OLED displays at its 5.5-Gen production line, with the first panels out of the production line to be 21.6” 4K monitor displays, aimed towards the medical market. We since then heard conflicting reports - that TCL decided to delay its plans, or that it has changed its focus to smartphone type displays.

No we hear that the company has managed to increase the performance of its inkjet printing process, and has managed to achieve a display density of 350 PPI - up from around 325PPI. The lifetime of the company's printed OLEDs is also increasing constantly. This new information gives more credibility to TCL's printed smartphone plan, which we will detail below.

OLED has a lot of promise as a lighting technology: OLED technology enables uniform, high-quality area lighting devices. In this article, we will explore the history and current status of the industry, and see whether the automotive industry can finally enable a real OLED lighting market.

Article outline:

• An introduction to OLED lighting
• OLED lighting history – the early years and disappointments
• Automotive OLED lighting – history and current status
• Automotive OLED lighting producers
• Will the automotive market enable a mass OLED lighting market?
• More automotive OLED industry resources for OLED-Info Pro subscribers

China-based LCD maker HKC aims to become an AMOLED producer, and we now have more details on its strategic plans. In 2023, HKC started a collaboration with JDI to build an eLEAP AMOLED production line in China. These plans were canceled towards the end of 2023, but the company continued to develop its AMOLED technologies, and in early 2025 it acquired Royole's AMOLED production line equipment.

Earlier this month HKC produced its first AMOLED display sample - a smartphone type panel, produced on an advanced Oxide-TFT (IGZO) backplane.