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IHS: smartphone AMOLED shipments reached a record high of 146 million units in Q3 2019

IHS Markit says that smartphone AMOLED shipments reached 146 million in Q3 2019 - a record high, and up from 93 million in the second quarter. LTPS LCD shipments reached 144 million - and this is the first quarter in which AMOLED shipments surpassed LTPS LCD shipments. a-SI LCD is still the leading technology with shipments of 177 million.

Smartphone display market share (2016-2019, IHS)

Following the increased demand for AMOLED displays, Samsung Display regained its leading position in the market (with a 29% market share), replacing BOE. The third largest suppler is Tianma.

Read the full story Posted: Dec 23, 2019

Coherent sees the OLED equipment market starting to recover in 2020

Photonics-based solutions provider Coherent reported its financial results for Q3 2019 - revenues of $335.5 million and a non-GAAP gross profit of $122 million.

LTPS laser annealing photo

Regarding the OLED market, Coherent says that it finally started to receive some new orders for OLED equipment (ELA), following a "stretch" where there were no new system orders. Coherent says that it looks forward to the OLED ramp - with 2020 as a "bit of a recovery over 2019" - but the real strength coming in 2021 and 2022.

Read the full story Posted: Nov 07, 2019

TCL starts flexible OLED pilot production at its Wuhan CSoT fab

China-based display maker TCL announced that its 6-Gen LTPS flexible AMOLED production line in Wuhan has commenced operation. The company already achieved some design wins with "top-class" phone makers and is expected to start shipping OLED displays to its customers in Q4 2019.

TCL's production line in Wuhan (which is actually owned by the company's subsidiary CSoT) will have a production capacity of 45,000 6-Gen substrates.

Read the full story Posted: May 31, 2019

IGNIS demonstrates how its compensation technology can remove burn-in signs from automotive AMOLED panels

IGNIS Innovation published the following interesting video that shows how its compensation technology can remove the visible signs of pixel aging:

IGNIS tells us that this is a 12" LTPS automotive AMOLED panel. The company tested it for 1,000 hours at 85 degrees Celsius - to make sure the company's compensation technology can remove all signs of burn-in patterns. IGNIS's Max Life technology combines a functional in-pixel compensation pixel circuit with a sensing line and the company's current measurement driver chip that can perform external compensation.

Read the full story Posted: May 20, 2019

Here are JOLED's new OLED display prototypes

Japan-based printed OLED developer JOLED demonstrated several new OLED displays at Finetech Japan last week. We already posted on these new OLEDs, and now we have photos of the new panels.

JOLED 55'' OLED TV prototype (FineTech Japan 2018)

So first up is JOLED's first OLED TV panel. The 55" 4K (3840x2160, 80 PPI) panel offers a 120Hz refresh rate and a color gamut of 100% DCI (135% sRGB) and is printed on JOLED's Transparent Amorphous Oxide Semiconductor (TAOS) backplane.

Read the full story | 5 comments | Posted: Dec 11, 2018

China's first flexible semiconductor industry base project release, has the exclusive technology

The following is a sponsored post by Shaanxi Kuntech Semiconductor Technology

The press conference for the landing and launching of Shaanxi Kuntech Flexible Semiconductor Service Manufacturing Base Project was grandly held in West Fengxi New City, West Xian Xin New District, Shaanxi province on the morning of October 16, with its theme being "Shinning Shaanxi and Shaping the Future World".

Kuntech flexible AMOLED prototype photo

A number of Chinese government leaders, partners from home and abroad, as well as the media attended the event, where the duo direction foldable AMOLED display with internal and external folds developed by the R&D team was also displayed.

Read the full story Posted: Oct 22, 2018

IHS: Apple is developing a new LTPO backplane, may introduce it in future iPhones

IHS posted an interesting article which details a new backplane technology that Apple is developing. So-called Low-Temperature Polycrystalline Oxide (LTPO) combines both LTPS TFTs and Oxide TFTs (IGZO, Indium Gallium Zinc Oxide). LTPO is applicable for both OLED and LCD displays.

Apple LTPO OLED backplane (IHS slide)

In LTPO, the switching circuits are using LTPS while the driving TFTs will use IGZO materials. This could lead to a power saving of around 5-15% compared to the currently-used LTPS backplanes. The main drawback of LTPO, however, is that the IGZO TFTs are larger and so the display density may be compromised. IHS says that Apple may introduce this into future iPhones - but it also says that LTPO will be limited to low-density displays at first which is a bit confusing.

Read the full story Posted: Aug 31, 2018

Coherent expects OLED orders to remain weak in 2019, growth to return only in 2020

Photonics-based solutions provider Coherent reported its financial results for Q2 2018. Revenues were $482.3 million and a net income of $67 million. Coherent says that demand for OLED displays remains robust, but market growth remains hindered by pricing and availability.

LTPS laser annealing photo

Coherent sees this as a short-term dynamic, and once OLED producers will be able to compete with Samsung, this will change. Coherent says that 2019 will be another slow year, but investments will return in 2020. Coherent estimates that fiscal 2019 (which ends on September 2019) will likely be down 15% to 20% before recovery starts in fiscal 2020.

Read the full story Posted: Aug 01, 2018

Sharp progresses with its OLED plans, converted some of its LCD capacity to OLED production

In January 2018 Sharp's CEO announced that Sharp aims to begin commercial production of flexible OLED displays for its own smartphones in Q1 2018. A new report from Taiwan says that Sharp is progressing with its OLED plans.

Digitimes now says that Sharp has converted some of its capacity at its 4.5-Gen Taki plant from LTPS LCDs to OLED displays. The Taki Plant had a total capacity of 90,000 monthly substrate, and a third of that capacity was converted to OLEDs (but rate will be slower for OLEDs - 22,000 monthly substrates). It is not clear whether Sharp actually started producing OLEDs already.

Read the full story Posted: Mar 23, 2018
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