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IT OLED Panels Expected to Reach 10.4m Panels in 2022
Omdia reports that 5.5 million tablets will use OLED panels in 2021, increasing to 6.1 million units in 2022. OLED notebooks panels are expected to grow from 3.6m in 2021 to 4.3 million units in 2022. Omdia, projects 585m OLED smartphones and 120m OLED smart watch products in 2021. 10.4m IT panels is equivalent to 41m smartphone panels in area.
Samsung Display is producing IT displays on one of its rigid lines and has plans to convert an LCD Gen fab to OLEDs for IT applications. LG is considering such a plan, but currently their LCD Gen 7 fabs are fully occupied with high priced LCD panels.
The industry is planning to use a two stack tandem structure for IT OLED panels, which nearly doubles the luminance and increase lifetimes by 4X compared to single stack. Apple reportedly asked Samsung to use the two stack tandem structure for the OLED panel for an iPad launching in 2023. Two stack tandem is needed for OLED panels in tablets due to the longer usage than smartphones. Samsung Display will use the single stack structure for the OLED panels it plans to supply for iPads next year. The OLED panels it supplies for Samsung Electronics’ Galaxy Book Pro series also use a single stack structure.
LG Display, which could supply OLED panels for the iPad launching in 2023, has already tested a two stack tandem structure in automotive OLED panels. Omdia reports that Samsung is considering the use of Fine Metal Masks (FMM) is also for the Gen 8.5 substrate (2200x2500mm), which they are considering converting from LCDs to OLEDs. A Gen 8 substrate can fit 96 13.3” panels compared to 48 units 13.3-inch panels on a Gen 6. Samsung Display increased its IT OLED panel production target for this year from 4 million units to between 5.5 million to 6 million units.
Omdia reports that 5.5 million tablets will use OLED panels in 2021, increasing to 6.1 million units in 2022. OLED notebooks panels are expected to grow from 3.6m in 2021 to 4.3 million units in 2022. Omdia, projects 585m OLED smartphones and 120m OLED smart watch products in 2021. 10.4m IT panels is equivalent to 41m smartphone panels in area.
Samsung Display is producing IT displays on one of its rigid lines and has plans to convert an LCD Gen fab to OLEDs for IT applications. LG is considering such a plan, but currently their LCD Gen 7 fabs are fully occupied with high priced LCD panels.
The industry is planning to use a two stack tandem structure for IT OLED panels, which nearly doubles the luminance and increase lifetimes by 4X compared to single stack. Apple reportedly asked Samsung to use the two stack tandem structure for the OLED panel for an iPad launching in 2023. Two stack tandem is needed for OLED panels in tablets due to the longer usage than smartphones. Samsung Display will use the single stack structure for the OLED panels it plans to supply for iPads next year. The OLED panels it supplies for Samsung Electronics’ Galaxy Book Pro series also use a single stack structure.
LG Display, which could supply OLED panels for the iPad launching in 2023, has already tested a two stack tandem structure in automotive OLED panels. Omdia reports that Samsung is considering the use of Fine Metal Masks (FMM) is also for the Gen 8.5 substrate (2200x2500mm), which they are considering converting from LCDs to OLEDs. A Gen 8 substrate can fit 96 13.3” panels compared to 48 units 13.3-inch panels on a Gen 6. Samsung Display increased its IT OLED panel production target for this year from 4 million units to between 5.5 million to 6 million units.
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