Samsung OLED

Samsung Display demonstrated many OLED technologies at Display Week 2023, which we'll detail below. It seems that the main new technology was the Sensor OLED Display, which is an OLED with an embedded sensor that can perform fingerprint sensing in addition to blood pressure, heart rate sensing and stress level sensing (all from reading the finger), which the company says is the first such display in the world.

The Sensor OLED Display embeds light-sensing organic photodiodes (OPDs) inside the display itself, which allows it to perform the sensing functions all over the display. Samsung explains that as OLED light is reflected differently depending on the contraction and relaxation of the blood vessels inside the finger, the OPD senses the light when it returns to the panel, and converts it into health information.

Samsung Display is acquiring US-based OLED microdisplay developer eMagin, for $218 million in cash. The purchase price represents a premium of approximately 10% to eMagin’s closing stock price n May 16, 2023.

In 2022, Samsung Display confirmed it is developing OLED microdisplays, and the company admitted it is still at an early stage of development. Samsung's plan is to start mass production by 2024 or 2025. In October 2022  we reported that SDC is interesting in eMagin's technology and indeed now this news confirms the fact. It seems as if SDC's first generation panels will use a color-filter design, but Samsung's main interest in eMagin is likely its direct-emission technology, or dPd, which will likely be adopted in later generation panels.

LG Display has been negotiating a WOLED TV panel supply agreement with Samsung Electronics for a long time, and last year the company were close to an agreement, but discussions were halted in July 2022, and Samsung continued to launch its QD-OLED TV range. Last month it was reported that the two Korean companies are in talks again, and now Reuters says that LG and Samsung finally officially signed the supply agreement.

According to Reuters, LGD will start supplying panels to Samsung as early as this quarter (i.e. by the end of June 2023). Samsung agreed to order 2 million WOLED TV panels from LG in 2024, and this will grow to 3 million in 2025 and 5 million in 2026. The first panels will be 77-inch and 83-inch in size, but LG is likely to also supply smaller panels to Samsung. 

Samsung Display and LG Display are both gearing up to build 8-Gen AMOLED production lines, aiming to supply Apple (and others) with OLEDs for IT devices - laptops and tablets, mostly. Last month Samsung announced that it will convert an existing LCD line in Asan to OLED production, with an estimated cost of $3.1 billion. 

According to a new report from Korea, the slowdown in Apple's laptop sales is a cause of worry for the OLED producers, who have delayed the plans to build the new fabs, and delayed equipment orders. The main problem for the OLED makers is that the slowdown in Apple's sales may drive Apple to want to low the price of the laptop displays, which would put a stress on the profitability of new OLED fabs.

DSCC says that BOE's market share in the flexible (and foldable) smartphone OLED market has risen to 27% in Q1 2023. BOE flexible and foldable OLED panel sales grew 81% in Q1 2023 compared to last  year, as the company enjoys growing sales to Apple, Huawei, Oppo, Realme, Vivo and ZTE. BOE is mostly taking market share from Samsung and LG, while Tianma's market share is also on the rise.

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DSCC estimates that flagship smartphone shipments grew 17% in the first quarter, with flexible OLED smartphone shipments growing 18% and foldable ones growing 4%.

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.

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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.

LG Display has been negotiating a WOLED TV panel supply agreement with Samsung Electronics for a long time, and last year the company were close to an agreement, but finally halted discussions in July 2022, and Samsung continued to launch its QD-OLED TV range.

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According to new reports from Korea, the two companies have resumed there negotiations, with Samsung interested in buying around 200,000 to 300,000 panels for next year's TVs.

Today we published a new edition of our Automotive OLED Market Report, with all the latest information. The new edition includes three new car models, updates from Samsung, JDI and JOLED, new market forecasts and more. The adoption of OLED technologies by the automotive is accelerating and expected to continue in the future.

Reading this report, you'll learn all about:

• OLED advantages and challenges
• PMOLED and AMOLED displays adopted in cars today
• Why OLED lighting is exciting for car makers
• All about flexible and transparent OLEDs

The report package also provides:

• A directory of all OLED automotive display makers
• OLED lighting roadmaps
• Personal contact details into leading OLED produces
• Car concepts with OLED technologies
• Free updates for a year

This OLED Automotive market report provides a great introduction to OLED display and lighting solutions for the automotive industry. This is a great guide for anyone involved with the automotive market - car makers, suppliers and aftermarket solutions.

According to a new report by The Elec, Samsung displays for Apple's upcoming iPhone 15 phone series will use the same material stack (M12) that were used in the iPhone 14. The M12 was used in the upper-range iPhones 14 series, but this year in the iPhone 15 series, all four models will use the same material stack.

The Elec also says that Samsung's next foldable phones will also use the same M12 stack, used in the previous generation foldables (Galaxy Z Fold 4 and Galaxy Z Flip 4).