Musing From an OLED Advocate

Musing Commentary on October 02, 2022
Comparing the Manufacturing Cost for MicroLEDs vs. OLEDs in 2025
 
This is the second section of a two-part article comparing OLED and MicroOLED displays. In the first section, the efficiency and power consumption of OLEDs and MicroLEDs were analyzed.  In this section, panel costs are compared. 
 
The next two figures show Omdia’s shipment forecast of MicroLED shipments from 2021-2029 and DSCC’s MicroLED panel revenue in 2022 and 2026. Omdia positions smart watches as the dominant application with over 8m panels shipped by 2029. But these are relatively small panels (>2” in diameter) and sell for ~$10, which would not justify the type of investment being made to commercialize the technology

Leftovers

​Back to the Future – Could Apple Be Considering a Rollable iPhone w/an LG Display?_10/02/2022
Samsung Display CEO Turns Up the Heat on Foldable Display Technology_10/02/2022
​Smartphone OEMs Switch Demand from Rigid to Flexible OLEDs_10/02/2022
Musing on Materials

UDC Exec—"We Own Phosphorescent IP”_09/11/2022


Musing on Meta Verse

​Scientist Warns the Metaverse Could Result in the Loss of All Privacy_09/18/2022

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Musing on MicroLEDs

QustomDot and MICLEDI Announce Joint Development Program for Polychromatic MicroLEDs via Color Conversion_09/25/2022
Musing on Production

​​Merck Inaugurated Its First OLED Production Site In China_10/02/2022
PlayNitride Sampling Automotive MicroLED Panels_10/02/2022
Samsung Secures Additional OLED Driver’ Capacity_10/02/2022
SDC, LGD and BOE Expected to Use Gen 8.7 Fab for new IT Production_10/02/2022
​Musing on Technology

​Apple Awarded Paten on OLED Displays w/Integrated Optical Photodetectors Under The Display_09/25/2022
European Mobile Operators Developing Holographic Calls_09/25/2022
Image Sensor Growth Slows w/Change in Demand for Smartphone_09/25/2022​
​LG Conducts Successful 6g Data Trial, Could Achieve 1 Terabit Per Second_09/25/2022
Automotive

Worldwide Automotive Display Shipments To Grow Steadily Thru 2027 Reaching 288m _09/11/2022
IT

LGD Ups Its Game in Transparent OLEDs_10/02/2022
Smartphones

​Galaxy S23 Plus to Have a 5% Increase in Battery Capacity_10/02/2022
Freed Up Space in US iPhone 14 Devices Unused_10/02/2022
Huawei Mate Xs 2 -- Foldable Smartphone with Some Handicaps_10/02/2022
iPhone 14 Pro Max Luminance Test at >2300cd/m2_10/02/2022
TVs

QD/OLED Pricing Down but Still 15% Higher than LG’s Best WOLED TV_10/02/2022
​​Slow Selling 8K TVs Facing a Major New Roadblock_10/02/2022
VR/AR​
Apple Seeks of 3500ppi OLEDoS from Samsung And LG_10/02/2022
VR Revenues Expected to Reach $6m by 2025_10/02/2022
Wearables

Fitbit Will Make Google Accounts Mandatory Starting In 2025_10/02/2022

Q3'2021 Updated Data 

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