Samsung and LG have a long history of rivalry, but recently the companies started a surprising collaboration in the OLED industry, when in 2023, Samsung launched its first OLED TV that used WOLED panels produced by LG Display, and recently the company signed a 5-year supply agreement with LGD.

According to recent reports from Korea, this is not an isolated case. The two Korean conglomerates have decided to increase their collaboration in order to increase their competitiveness against rivals, mostly from China. The two companies have formed a "TV alliance", of which the first step is by Samsung to adopt LGD's WOLED panels. LG Display, in return have agreed to use Samsung Display's AMOLED panels in its LG Gram laptop range. This was reported already last year, but we did not know it was part of Samsung's and LG's new strategy of cooperation.

Researchers from the UK's National Physical Laboratory (NPL), together with the Samsung Advanced Institute of Technology (SAIT), released a new study to better understand the degradation of blue OLED devices. 

Close-up of the OrbiSIMS instrument’s vacuum chamber showing the nozzles of the ion beams and electrode that extract ionised molecules for analysis (Picture credit: NPL)

The OLED degradation mechanisms that limit the lifetime of blue OLED emitters, whether physical, chemical or something else, are still not yet fully understood. Understanding the degradation mechanism of blue OLEDs is essential to improve their performance and stability. The NPL / SAIT team used OrbiSIMS, an innovative mass spectrometry imaging technique invented at NPL in 2017, to study OLED degradation. 

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).

In July 2023, Samsung Electronics officially launched the 83" 83S90C, the company's first TV to use LG's WOLED panels, following several years of negotiations and hesitation by the Korean rivals. Samsung then continued to launch more WOLED TVs, but did not made large orders, as it mainly uses QD-OLED panels from SDC for its high-end TVs.

According to a new report, Samsung Electronics has signed a five-year WOLED supply agreement with LG Display. This is an interesting development that may have implications for Samsung Display's QD-OLED production plans. We do not have more details, it will be interesting to learn what kind of volumes Samsung committed to. 

Reports from Korea suggest that Samsung Display and LG Display are starting to produce AMOLED displays for Apple's future iPads, to be announced later this year. Samsung is set to produce 11" LTPO AMOLED displays, while LG Display is producing displays for the 13" model (but LGD will also produce 11" AMOLEDs in the future for Apple). 

The Elec says that both Korean makers developer 11" and 13" displays, but for some unknown reason only LGD will produce the 13" displays. This could change in the future, of course. One reason could be that LG Display has more experience with tandem OLED architectures (developed originally by LGD years ago for automotive OLEDs).

Samsung Electronics announced its 2024 OLED TV lineup, with 3 series. The company's flagship OLED TV for 2024, the S95D, offers 55-, 65-, or 77-inch 4K 144hz QD-OLED panels, offering high brightness (up to 3000 nits peak brightness), a new anti-glare coating to minimize reflections, Tizen 8.0 OS, and an external One Connect box for a sleek design. The S95D offers AI-Enhanced color accuracy - validated by Pantone.

Samsung also announced two more series - S90D and S85D. Interestingly, it did not detail whether these TVs use QD-OLED (produced by SDC) or WOLED panels (produced by LGD) - or a mix as it did last year within the same series. 

Samsung Display is showing its latest rollable automotive OLED panel, at CES 2024. The company says that this display, still at a prototype-stage, incorporates new technologies that enables it to be 30% thinner compared to SDC's previous rollable OLEDs.

Samsung is showing a wide of automotive OLEDs, including a display that is both rollable and foldable, check out the video above. There's also the round 9.4-inch AMOLED that will be used in the upcoming 2025 Mini Cooper.

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.