We will introduce the contents of the “2025 Automotive Display Technology and Industry Trends Analysis Report” published by UBI Research in February 2025 as a series. As the first series, we will introduce Panoramic-HUD, which is included in the report.
[CES 2025] TCL CSOT, QD Mini LED Display
[CES 2025] TCL CSOT, IJP Medical Ultrasound Suitcase
[CES 2025] TCL CSOT, Curved Wood Infused Display / Entertainment Display
[CES 2025] TCL CSOT, 163-inch Micro LED TV
[CES 2025] TCL CSOT, 115-inch QD Mini LED TV
[CES 2025] TCL CSOT, 14-inch IJP QD EL Notebook
[CES 2025] TCL CSOT, 4K 120Hz IJP OLED MNT
[CES 2025] TCL CSOT, 3D AR HUD
[CES 2025] TCL CSOT, 21.6″ 4K IJP OLED Professional Display
[CES 2025] Seoul Semiconductor, 360 Same color
[CES 2025] Samsung Display, Stretchable Display
[CES 2025] Samsung Display, Slidable Flex Vertical
[CES 2025] LG Electronics, Transparent OLED T
[CES 2025] LG Electronics, Transparent OLED T
[CES 2025] Samsung Display, AI Winning Mode On for OLED laptops
[CES 2025] Samsung Electronics, Micro LED TV
[CES 2025] LG Electronics, LG Signature OLED T
[CES 2025] LG Electronics, AI Home
[CES 2025] Kyocera, BIFOCAL Mirror
[CES 2025] Hisense, Ultra Bright Laser TV
[CES 2025] Hisense, Rollable Laser TV
[CES 2025] Hisense, RGB Local Dimming Mini LED TV
[CES 2025] Hisense, Micro LED Transparency Display
[CES 2025] Changhong, 77-inch OLED TV
[CES 2025] BOE, Foldable + Curvable Flexible Automotive Display
[CES 2025] BOE, Automotive Slidable OLED Display
[CES 2025] Samsung Display, Micro LED Watch
[CES 2025] LG Electronics, Transparent OLED
CES 2025 in Las Vegas set the stage for Samsung Display’s private booth at the Encore Hotel. Among its cutting-edge OLED technologies, the highlight was the rare appearance of Micro LED. After years of quiet development, Samsung Display debuted its Micro LED for watches for the first time
The TV showcased at LG Electronics’ booth at CES 2025 was the transparent OLED-based ‘OLED T.
At CES 2025, LG Electronics showcased its flagship transparent OLED technology by creating a circular display installation. The setup featured 24 individual 77-inch transparent OLED panels seamlessly connected using a cordless design, highlighting the innovation in large-format transparent display solutions.
Samsung Display unveiled the winning keywords to strengthen its QD-OLED business at CES 2025: ‘Brightness, Highest, Fastest.
According to UBI Research’s ‘4Q24_Quarterly OLED Emitting Material Market Tracker’, the purchase volume of emitting materials in the third quarter of 2024 was calculated to be 32.7 tons. This is the highest figure since 2021, when the market expanded due to COVID-19. Considering the characteristics of OLED emitting materials, which show the highest usage in the fourth quarter every year, it is expected that usage will be higher in the fourth quarter than in the third quarter.
Samsung Display’s mid- to large-sized OLED shipments and sales in the third quarter were similar to those in the second quarter. Due to low sales of iPad Pro OLED, OLED shipments for tablet PCs decreased, but shipments increased in other applications and sales remained at a similar level. Samsung Display supplies mid- to large-sized OLED products for a variety of applications, including not only tablet PCs but also notebooks, monitors, and automotive OLEDs.
The small OLED market in the third quarter rose 7.8% compared to the previous quarter. Most panel companies recorded panel shipments at a similar level to the second quarter, but overall shipments increased as shipments from LG Display and China’s Everdisplay surged.
It is expected that only two companies, Samsung Display and LG Display, will supply panels for the iPhone 17 series to be released next year. It is unclear whether BOE will be able to supply the new model, but it is expected that it will be difficult to obtain panel approval within 2025.
Recently, there is news that Samsung Display is moving up the mass production of the A6 8.6G OLED line to the end of 2025. Following Samsung Display, Chinese panel companies are also rapidly investing.
With the release of APPLE’s iPad Pro and HUAWEI’s MatePad Pro featuring Tandem OLED, the adoption of OLED in IT products is gaining momentum. OLED, known for its low power consumption and ability to accommodate larger batteries, is also well-suited for power-hungry on-device AI laptops, suggesting that more IT products will incorporate OLED in the future.
According to UBI Research’s recently published “3Q24 OLED Emitting Materials Market Track,” the purchase of emitting materials by Korean OLED panel manufacturers in the first half of 2024 totaled $495 million, representing 51.2% of the market share—a 7.8% decrease compared to the same period last year. This is a notable shift. Meanwhile, Chinese companies held 48.8% of the market share, up 7.8% year-on-year, with purchases amounting to $471 million.
According to the “3Q24 Medium-Large OLED Display Market Track” published by UBI Research, more than 12 million OLEDs for tablet PCs are expected to be shipped in 2024 thanks to Apple’s entry into the OLED market for tablet PCs.
According to the “3Q24 Small OLED Display Market Track” published by UBI Research, OLED shipments for foldable phones in the second quarter of 2024 are expected to reach 9.94 million units, more than doubling compared to the first quarter.
According to the ‘2024 OLED Emitting Materials Report’ recently published by UBI Research, the total demand for emitting materials in 2024 is expected to be 131 tons, and the demand for emitting materials is expected to be 177 tons by 2028 with an average annual growth rate of 7.9%.
According to the ‘2024 Mid-Large OLED Display Annual Report’ recently published by UBI Research, shipments of OLED panels for tablet PCs are expected to grow from 12 million units in 2024 to 28.4 million units in 2028, with an average annual growth rate of 24.1%.
According to the ‘2024 Small OLED Display Annual Report’ recently published by UBI Research, OLED shipments for foldable phones are expected to increase from 27.4 million units in 2024 to 52.7 million units in 2028.
UBI Research, a display specialist research company, will hold the international business conferences OLED Korea and eXtended Reality Korea in parallel at The-K Hotel in Yangjae, Seoul from March 27 to 29, 2024. This event is expected to be an opportunity for people from companies, academia, and research institutes related to the display industry around the world to attend, exchange the best information, and form a global network.
Korea maintains a leading position in the IT product and display markets. OLED Korea is an International Business Conference created to serve as a bridge between the global OLED industry so that OLED can replace LCD. This conference, with the participation of approximately 150 to 200 industry experts, has established itself as a key location to gauge the direction of the global OLED industry along with Korea’s OLED.
Foldable OLED technology, which started in the smartphone market, is also sprouting up in the notebook market. Foldable OLED technology has the advantage that the entire front of a smartphone or notebook can be configured as a screen, and since the screen can be folded, it is a product that enhances portability. Therefore, it will become an essential product in the increasingly sophisticated information age.
According to the ‘4Q23_Quarterly OLED Emitting Material Market Tracker’ recently published by UBI Research, the market for emitting materials used in OLED is forecasted to grow from $1.84 billion in 2023 to $2.43 billion in 2028, with an average annual growth rate of 5.8%.
According to the ‘IT OLED Technology and Industry Trend Analysis Report’ recently published by UBI Research, OLED shipments for tablet PCs, notebooks, and monitors are expected to reach 31 million units in 2027 with an average annual growth rate of 41%.
According to the 3rd quarter OLED Market Track published by UBI Research, China’s OLED shipments for smartphones (including foldable phones) are expected to surpass Korea in 2025.
At the ‘IMID 2023’ held in BEXCO, Busan on the 23rd, Kim Byeong-gu, head of LG Display’s Auto Business Group, gave a keynote speech on the theme of ‘Discovering the Best Automotive Display Solution for Tomorrow’.
At ‘IMID 2023’ held in BEXCO, Busan on August 22, Samsung Display and LG Display exhibited a number of OLED products.
Extended reality (XR) devices, which overlay an extended reality on top of the real world, are emerging as disruptive devices that will drive a second wave of digital convergence, renewing the digital convergence brought about by smartphones. MR (mixed reality) devices will converge TVs, monitors, and laptops, while AR (augmented reality) devices will integrate smartphones, smartwatches, and tablet PCs.
In order to shed light on the footsteps of the XR device industry, which is gradually increasing in scale with the goal of replacing wearable devices and IT devices, and to forecast the future market, XR device models and specifications released from 2018 to the first half of 2023 were analyzed. During this period, there were 327 models of XR devices and 127 companies that were investigated.
In a conference call on LG Display’s Q2 2023 earnings announcement held on the 26th, LG Display CFO Seong-Hyeon Kim announced, “As a significant portion of panel inventory adjustments have been made, a turnaround is expected in the fourth quarter of this year.”
Samsung Display and LG Display are investing in the 8.6th generation IT line with high added value to compensate for the decrease in sales due to the Chinese panel makers’ flexible OLED low-cost offensive and LCD withdrawal.
At the ‘2023 OLED & Micro Display Analyst Seminar’ held at the Federation of Korean Industries in Yeouido on the 5th, Choong Hoon YI, CEO of UBI Research, gave a presentation on ‘IT OLED industry trends and market prospects’.
According to the ‘2023 OLED Components and Materials Report’ recently published by UBI Research, a company specializing in OLED market research, In 2023, foldable OLED shipments are expected to record 22 million units, and expand to 61 million units in 2027 at an average annual growth rate of 29%.
At SID 2023 held in Los Angeles, USA, Charles Peng, chairman of Tianma, delivered a keynote speech under the theme of ‘New Trends and Strategies for the Display Industry’.
It was found that Tianma, a Chinese OLED panel supplier, supplied the second most OLED panels for smartphones after BOE in the first quarter of 2023. In the meantime, among Chinese companies, Visionox has always been in second place after BOE in OLED shipments for smartphones, but it gave way to Tianma for the first time in this first quarter.
According to the ‘2023 OLED Emitting Material Report’ recently published by UBI Research, the total emitting material market is expected to reach US$ 2.59 billion in 2027 with an average annual growth rate of 7.7% from US$ 1.92 billion in 2023.
Samsung Display will supply state-of-the-art OLEDs to the supercar Ferrari. Samsung Display announced that it signed a memorandum of understanding (MOU) with Ferrari at the Asan Campus on the 11th to develop display solutions to be installed in Ferrari’s next-generation car models.
JOLED filed for civil rehabilitation with the Tokyo District Court due to financing problems. As JOLED withdraws from the OLED business, it will close two factories in Japan and lay off about 280 employees. JOLED’s total debt is $257 million.
According to the ‘2023 Medium and Large OLED Annual Report’ recently published by UBI Research, OLED panel shipments for TVs are expected to grow from 9.1 million units in 2023 to 14.1 million units in 2027 with an average annual growth rate of 11.6%.
OLED KOREA, hosted by UBI Research, a market research company, will be held at the Central Park Hotel in Songdo, Incheon from April 12 to 14. OLED KOREA, which marks its 7th anniversary, is a business conference where top authorities in display from Korea, Japan, Asia, the United States, and Europe gather.
According to the ‘2023 Small OLED Display Annual Report’ recently published by UBI Research, Samsung Display’s OLED shipments for foldable phones are expected to reach 50.9 million units in 2027 with an average annual growth rate of 28.1% from 18.9 million units in 2023.
UBI Research, a research company specializing in displays, will hold the 7th 2023 OLED KOREA from April 12th to 14th, 2023 at the Songdo Central Park Hotel in Incheon, Korea.
LG Display announced that it will release 77-inch transparent OLED products by the end of this year. LG Display plans to continuously strengthen its transparent OLED product lineup, which is a next-generation technology.
At the 19th OLED School held at Sookmyung Women’s University from February 9th to 10th, Senior Research Fellow Yoo Chung-geun of LG Display announced, “We are developing a set for VR using OLEDoS, and some of the prototypes have already been developed.”
BOE’s 6G LTPS LCD line, B20, will hold a groundbreaking ceremony in Beijing on February 10th. The capacity of the B20 line is 45K per month, and it is mainly based on the LTPS TFT process, but since an oxide TFT line with a capacity of about 15K per month is also built, it is expected that oxide TFT technology will be applied to some products.
Samsung Display today announced the successful development of the world’s first large-sized OCTA (On-Cell Touch AMOLED) technology, expanding the technology’s application from smartphone OLED to the laptop OLED panel, with full-scale mass production starting in January.
As panel makers have recently accelerated the development of foldable OLEDs, a variety of products, including foldable phones, foldable tablet PCs, and foldable laptops, are being exhibited. We look at the development trend based on the exhibited products of panel makers.
According to ‘AMOLED Manufacturing Process Report Ver.5’ recently published by UBI Research, QM2, a new emitting structure of QD-OLED, has been applied from the end of 2022, and is expected to be applied to Samsung Electronics’ 2023 OLED TVs.
Samsung Display’s rigid OLED panel is applied to Gram Style and Gram Ultraslim, the new 2023 Gram products to be released by LG Electronics.
LG Electronics’ OLED evo was selected as the best TV in Japan in recognition of its overwhelming picture quality competitiveness and differentiated customer viewing experience.
According to the industry, Samsung Electronics recently obtained radio wave certification for its 55-inch OLED TV (KQ55C95A).
#Inkjetprinting #TCLCSOT #CES2023
#LGelectronics #Transparent OLED #CES2023
#LGelectronics #OLED #CES2023
#Samsung #CES2023
Among a total of 234 OLED smartphones released in 2022, 202 were released in China, accounting for 86.3% of the market. On the other hand, Korea released 39 products in 2020 and 20 in 2021, followed by only 11 products in 2022, accounting for 4.7% of the market.
It was found that BOE is considering investing in the golden line of modules for Apple’s iPhone at the B11 Mianyang plant. The module golden line invested this time is a line for iPhone certification evaluation, and the investment is expected to be confirmed in early 2023.
According to UBI Research’s ‘4Q22 AMOLED Materials and Components Market Track’, which predicts 19 major components such as TFT, encapsulation, touch sensor, adhesive, and cover window, the mobile device materials market is expected to grow by US$13.91 billion by 2023, with an average annual growth rate of US$16.73 billion.
According to the “4Q22 Medium & Large OLED Display Market Track,” which combines the performance and prospects of OLEDs over 10 inches at UBI Research, medium and large OLEDs are expected to expand from 26.1 million in 2022 to 69.5 million in 2027.
According to the “4Q22 Small OLED Display Market Track” published quarterly by UBI Research, global shipments of rigid OLEDs for smartphones are expected to continue to decline.
LG Display will supply only two panels of the LTPO model among the iPhone 15 series to be released in 2023.
According to the ‘4Q22 OLED Emitting Material Market Track’ recently published by UBI Research, global panel companies’ purchase of OLED emitting materials in the third quarter of 2022 amounted to US$4.96 billion.
According to information confirmed on December 1st, Samsung Electronics and Sony’s premium TV product prices have mostly recovered from the price drop between October and November due to Black Friday and the World Cup in Qatar.
There is a possibility that the investment in BOE’s B16 8.7G OLED line located in Chengdu will be further delayed. A member of the State Assets Commission, Beijing Municipal government’s regulations on BOE Group is the cause.
At the ‘2022 Display General Workshop’ held at Pyeongchang Phoenix Park from November 9 to 11, 2022, Jusung Engineering made a presentation on the 8th generation ultra-thin OLED encapsulation equipment technology development research task.
At the “2022 Display General Workshop” held at Pyeongchang Phoenix Park from November 9 to 11, 2022, H&iruja presented a research project on the development of an ultra-low damage cluster sputter system for mass-production of small and medium-sized OLEDs for 8.5th generation substrates.
At the ‘The Second Half of 2022 OLED Accounting Seminar’ held at the FKI in Yeouido on November 9, UBI Research CEO Choong-Hoon Lee predicted that the blue phosphorescent material, an essential condition for the expansion of the OLED market, would be developed in 2024 and commercialized in 2025.
At the ‘The Second Half of 2022 OLED Accounting Seminar’ held at the FKI in Yeouido on November 9, Professor Hee-Jin Choi of Sejong University made a presentation on the theme of ‘Display and Optical Technology for Realizing Ultra-Realistic Near Eye Display’.
At the “2022 Second Half OLED Industry Closing Seminar” held at the FKI Hall in Yeouido on November 9, 2022, Dow Chemical introduced silicon-based inkjet printable OCR that can be used for foldable OLEDs.
Touch of flexible OLED for smartphones is divided into add-on and on-cell. Add-on is a method in which a touch electrode is formed on the top of the film and the touch film is adhered to the top of the encapsulation layer through OCA.
According to a Chinese trend report published twice a month by UBI Research, Visionox ordered sixth-generation vertical vapor deposition machines for R&D on the V3 line.
According to the “2022 Mid-Large OLED Display Semi-Annual Report” recently published by UBI Research, shipments of OLED for IT such as tablet PCs, monitors, and laptops are expected to reach 48.8 million units by 2027 with an annual average growth rate of 39% from 9.5 million units in 2022.
The price of 65-inch premium TV models released from April 2022 was analyzed to have dropped by an average of $800 by October.
#Samsung #OdysseyArk #KES2022