OLED-Info - OLED industry portal

Spotlight: TCL CSOT - leading OLED and LCD maker, and inkjet printing pioneer

Ron Mertens — Wed, 09 Sep 2026 06:00:44 +0300

TCL CSOT is one of the world's largest display makers, and one of the leaders in OLED production. TCL CSOT is also the only display maker betting its next-generation OLED capacity almost entirely on inkjet printing rather than evaporation.

In this Spotlight we look at how the company got here, what it can actually produce today, where its OLED business stands, and what the numbers and the roadmap suggest about the next three to five years.

From Shenzhen newcomer to global number two

TCL China Star Optoelectronics Technology (TCL CSOT, also known in China as Shenzhen Huaxing Photoelectric Technology) was founded in November 2009 as a joint venture between TCL and the Shenzhen municipal government. Its first fab, T1, was a Gen-8.5 TFT-LCD line in Shenzhen, notable at the time as one of the first high-generation LCD lines built in China with a domestically-led project structure rather than a straight technology transfer. Production started in 2011.

Kopin receives a $2.4 million OLED microdisplay order from an international thermal weapon sight producer

Ron Mertens — Wed, 09 Sep 2026 05:00:04 +0300

US-based microdisplay developer Kopin Corporation has received a $2.4 million OLED microdisplay order from a leading international thermal weapon sight manufacturer. Kopin says that these OLED displays will be integrated into a next‑generation thermal weapon sight program, enhancing situational awareness and operational performance for end users.

Kopin will start to deliver the displays towards the end of 2026, over a six-month period. Kopin anticipates follow‑on orders as the customer advances through additional phases of its program.

A few months ago Kopin announced that it has decided to build a full-scale OLED microdisplay production line, at the company's Westborough, Massachusetts headquarters.

Samsung Display to increase its table and foldable OLED panel production to Apple in 2027 to 24 million units

Ron Mertens — Tue, 08 Sep 2026 16:43:35 +0300

According to a report from Korea, Apple is expected to increase its tablet OLED and foldable OLED panel orders from Samsung Display next year, from 10 million units in 2026 to 24 million units in 2027 - that's more than double in shipments. Samsung Display is already getting ready to increase its production capabilities for Apple.

The reports suggest that foldable OLED shipments will reach 8 million units in 2026, and 15 million units in 2027. Apple's iPad OLED shipments will grow from 2 million units in 2026 to 9 million units in 2027, that's over 4X growth in one year, as Apple is expanding the use of OLED displays across its iPad lineup.

Memory prices are hitting OLED volumes, not OLED design wins

Ron Mertens — Tue, 08 Sep 2026 15:00:14 +0300

The mood around AMOLED in 2026 has been gloomy, and with reason. Rising memory prices have squeezed handset bills of materials, the broader phone market is soft - analysts expect AMOLED smartphone shipments to decline around 7% in 2026, the first decline for AMOLEDs in many years.

Read quickly, that sounds like OLED losing ground. We wanted to check it against a different measure, so we counted new phone models announced each year since 2020 and split them by display technology - LCD against OLEDs. Not units shipped: models designed and launched. By that measure, 2026 has been another year of OLED gains.

Two measures, moving in opposite directions

OLED passed the halfway mark in new model launches in 2024 and has kept climbing since. In 2026 - through early September - it accounts for roughly 58% of new models, up from about a third in 2020. There is no stall in that curve, and certainly no reversal.

Reports suggest that Apple's iPhone Fold production is very limited due to the hinge component

Ron Mertens — Mon, 07 Sep 2026 15:58:38 +0300

As Apple gets ready to announce the first foldable iPhone later this week, Samsung Display has already started to mass produce foldable OLED panels to Apple's first foldable iPhone, at its Asan, Korea hub, while the modules are produced in its Vietnam's module factory. According to the reports, Apple's first order is for a total of 3 million displays that will ship in 2026. Samsung is the exclusive supplier of foldable panels to Apple, and Apple actually signed a 3-year exclusivity deal with SDC.

According to the latest news from Japan, Apple is facing technical issues, mainly with the production of the hinge component of the iPhone Fold (which could be named iPhone Ultra). In fact, this component is so challenging, that Apple's suppliers can only produce a few hundreds of units per day.

Huawei Mate XT 2 Ultimate

Ron Mertens — Mon, 07 Sep 2026 15:50:45 +0300

Huawei's 2nd-generation tri-folding smartphone has a large 10.2" 2232x3184 90Hz LTPO foldable AMOLED display, and an external 6.5" 120Hz 1140x2442 LTPO AMOLED.

The Mate XT 2 Ultimate will soon launch in China, starting at around $3,000.

The OLED Library keeps growing, OLED-Info Pro customers now have access to over 250 documents

OLED-Info-Editor — Mon, 07 Sep 2026 06:00:05 +0300

The OLED industry moves fast — and keeping track of every new presentation, datasheet, and company report can be a challenge. That’s why we created the OLED Library, part of OLED-Info Pro, where you’ll find a growing collection of brochures, marketing materials, technical documents, and corporate reports from leading companies across the OLED ecosystem.

We keep adding new documents to the Library — and we have just passed a nice milestone, as the Library now holds 258 items! The latest uploads include:

Lambda Research – three optical design software brochures (OSLO, TracePro and RayViz)
D Solvents – material catalog
Apoello – DiaDEM one pager
Hummink – high-precision capillary printing brochure
INT Tech – 150,000 nits OLED microdisplay presentation
Holst Centre – executive report
SFA Nexel – OLED equipment brochure
LX Semicon – company report (2025)
Fraunhofer IPMS – 2025/2026 report
Light Conversion – company introduction and femtosecond laser catalog
BLD Pharmatech – OLED materials leaflet
Kopin – investor presentation
HanaAMT – glass and metal processing brochure
Screen Holdings – financial presentation

These documents — and many more — are available exclusively to OLED-Info Pro subscribers. You can also access them directly when browsing a specific company in our OLED Company Directory.

Researchers use a green OLED display connected to a series of organic photodetectors to create a self-powered NIR image display

Ron Mertens — Sat, 05 Sep 2026 15:48:57 +0300

Researchers from the Institute for Materials Research (IUMAT) in Belgium have utilized a green OLED and five organic NIR photodetectors, to create a tiny monolithic upconvertor, that turns invisible NIR images into green light, while preserving the spatial information. All that, without any external power supply.

The device architecture include five organic NIR photodetectors, connected in series, and so the photovoltages build up under NIR illumination to power the integrated OLED. Low lateral charge mobility within the organic layers keeps the photogenerated signal spatially confined as it reaches the OLED, which helps preserve sharp image features that can then be recorded with a conventional or smartphone camera.

Credoxys raises its Series A funding round to accelerate its p-dopant OLED technology R&D and commercialization

Ron Mertens — Sat, 05 Sep 2026 09:54:29 +0300

Germany-based Credoxys successfully completed its Series A funding round, co-led by Ventech and eCAPITAL. Credoxys will use the funds to scale-up its OLED material operations, expand its market presence in Asia and initiate R&D into other organic electronics application fields, beyond OLEDs.

Credoxys is focused on developing novel materials for both the p- and n-sides of OLEDs and organic solar cells (OPVs). The company says its newly developed p-dopants surpass current standards by exhibiting extremely low absorption of visible light and low pixel cross-talk. The materials enable the doping of hole transport materials with deep HOMO levels, making them particularly suitable for phosphorescent blue OLEDs.

TCL P80 Ultra

Ron Mertens — Sat, 05 Sep 2026 08:46:07 +0300

TCL's P80 Ultra is the company's first phone to utilize an AMOLED NxtPaper display. The panel is a 6.83" 1280x2772 120Hz 3,200 nits (peak) OLED, and the phone also offers a Mediatek Dimensity 7400 Elite chipset, 8 GB of RAM, and up to 512GB of storage.

The P80 Ultra will start shipping in China soon.

Lenovo ThinkVision P27UL-40

Ron Mertens — Sat, 05 Sep 2026 08:41:51 +0300

Lenovo's ThinkVision P27UL-40 professional creator monitor that uses a 27" 4K (164 PPI) 120Hz and Real RGB Stripe TCL CSOT's inkjet printed OLED panel.

Lenovo did not yet detail the price or availability of its first inkjet printed OLED monitor.

Li Auto launches the 2026 Mega Home MPV, with a 29" 6K AMOLED display

Ron Mertens — Fri, 04 Sep 2026 18:22:40 +0300

Chinese car maker announced its 2026 Mega Home MPV, sporting two AMOLED displays. The main information screen is a 29" 6K AMOLED, and the car also includes a rear-seat removable 21" 4K OLED display.

We do not know who produces the OLED for Li Auto, but its 2024 Auto Mega (1st-Gen) utilized three different AMOLED displays, all produced by Samsung Display.

AUO sells its AFPD display fab in Singapore to Western Digital

Ron Mertens — Fri, 04 Sep 2026 17:55:06 +0300

AUO announced that Western Digital agreed to buy its 4.5-Gen AFPD production line in Singapore, for around $275 million USD. The fab will likely be converted to a memory fab.

AUO was trying to sell the AFPD line since 2023. It's original asking price was a bit higher, but it has finally managed to find a buyer. The company will utilize the cash, together with the funds it received from other assets it recently sold, to accelerate its R&D and produciton plans in high-value areas, such as optical communication, earth-orbit satellites and microLED displays.

The 2027 Genesis G90 to use a 18-inch flexible OLED display supplied by LG Display

Ron Mertens — Fri, 04 Sep 2026 16:59:10 +0300

A report from Korea claims that Genesis will launch its new upgraded G90 car later this year. The main information display will be a 18-inch flexible AMOLED display, produced by LG Display.

Genesis is accelerating its adoption of OLED displays - and all its flagship models, the GV90, the G80, GV80, GV70 and GV60 all use AMOLED displays. Interestingly, the company is using OLEDs produced by both LG Display and Samsung Display.

SFC aims to go public in November, details its major customers and business

Ron Mertens — Fri, 04 Sep 2026 13:49:38 +0300

In November 2025, we reported that OLED material developer Sun Fine Chem (SFC) is planning to IPO in the Korean stock exchange. SFC, based in Korea, develops materials for OLEDs, organic TFTs, PDP displays and other devices. The company is a subsidiary of Hodogaya Chemical.

The company is progressing with its IPO plans, andif all goes well, it will go public in November 2026. Its final review will take place in October. The expected market valuation will be around $750 million USD.

Qingyue reported its 2026 H1 financial results

Ron Mertens — Wed, 02 Sep 2026 17:47:52 +0300

OLED producer Qingyue Technology announced its financial results for the first half of 2026. The company recorded revenues of 276 million RMB ($41 million USD), down 16% from 2025. Its net loss was $34 million.

Qingyue mainly produces and sells three display types: ePaper (E Ink) modules, PMOLED displays and OLED microdisplays. It says that low demand for its ePaper displays is the main reason of the reduced results.

Roku Pro Series OLED TV / Pro Series LX OLED TV

Ron Mertens — Wed, 02 Sep 2026 17:00:05 +0300

Roku's first OLED TV series, the Pro Series OLED TV will feature 55" / 65" 4K 120Hz OLED panels and Roku's own streaming platform. The 55" model costs $999.

In October 2026 Roku will launch the Pro Series LX OLED TVs that will feature higher-end 144 Hz WOLED panels, and will start at $1,299 for the 55" model

OLED display backplanes, part 4 of 7: Oxide TFT (IGZO)

Ron Mertens — Wed, 02 Sep 2026 06:00:05 +0300

This is the fourth article in our OLED display backplane series. In the previous article, we examined LTPS, the laser-crystallized silicon that finally drove OLED displays. Here, we look at oxide TFTs (IGZO) - a transparent metal-oxide semiconductor with ultra-low leakage and large-area uniformity, the backplane behind big OLED TVs and the new wave of high-resolution IT panels.

Oxide TFTs broke the old choice between cheap-but-slow a-Si and fast-but-unscalable LTPS by using a different kind of material entirely: an amorphous metal-oxide semiconductor. The most famous is IGZO - indium gallium zinc oxide. IGZO itself was first synthesized as a crystalline ceramic material in 1985 by Dr. Noboru Kimizuka from the Tokyo Institute of Technology. In 2004, a team led by Hideo Hosono at the Tokyo Institute of Technology invented the first amorphous IGZO TFTs.

IGZO's mobility, around 10 to 15 cm²/V·s, sits neatly between a-Si's ~1 and LTPS's ~100. That is comfortably enough to drive displays a-Si never could, and it comes packaged with two properties that turned out to be transformative.

OLED material makers' results show a supply chain shifting to China, one layer at a time

OLED-Info-Editor — Mon, 31 Aug 2026 06:00:07 +0300

The OLED emissive materials market grew 7.1% in 2025 to $2.2 billion, according to UBI Research. You would not guess it from the suppliers' financial results, though. Universal Display's material sales fell from $365.4 million to $353.0 million over the same year, and then dropped 25% year-on-year in Q2 2026 to $66 million. DS Neolux's revenues have gone nowhere in five years: 191 billion Won in 2021, 164 billion Won in 2023, and back above the 2021 level only in 2024. The company's headline 62% jump in 2025 came from consolidating a nuclear pump and gas compressor maker, not from OLED.

Solus Advanced Materials' OLED segment was flat at about $86 million across 2024 and 2025, then fell 15% in Q2 2026. Hodogaya Chemical reported OLED sales below plan for its year ending March 2026. The market grew; the established suppliers did not.

Visionox reported its financial results for the first half of 2026 with a slight decline in revenue

Ron Mertens — Sat, 29 Aug 2026 10:19:59 +0300

Visionox reported its financial result for the first half of 2026. Visionox's revenues were 4 billion RMB ($595 million USD), down 2.85% from last year. The company said that this decline was due to a weak consumer smartphone market, declining panel prices and rising component prices.

Visionox's net loss in the first half reached $260 million, up 56.5% from 2025. The company continues to invest heavily in R&D and next-generation technologies, and its R&D investment increased 15% from 2025. We have recently posted a spotlight article on Visionox, with the company's history, production capabilities, OLED products, financial performance - and roadmaps.

Researchers study the influence of heat and active area size on TADF OLED emitter performance

Ron Mertens — Sat, 29 Aug 2026 08:21:56 +0300

Researchers from the National Academy of Sciences of Ukraine, led by Prof. Oleg Dimitriev, have performed a study on the influence of the active size and temperature of TADF OLED emitters on the final OLED device performance.

Typically, temperature significantly impacts the performance of OLEDs as these devices degrade as they heat up. However, in TADF emitters, there's actually a remarkable increase in electroluminescence up to one order of magnitude, depending on the applied voltage, as temperature climbs from 18 to 50°C.

Researchers build a high-performance NIR OLED device by using redesigned C-shaped OLED materials

Ron Mertens — Fri, 28 Aug 2026 11:10:28 +0300

Researchers from National Taiwan University, National Yang Ming Chiao Tung University, National Taiwan Ocean University and Academia Sinica used a redesigned C-shaped OLED materials, to create a high-efficiency NIR (1000 nm) OLED device.

To achieve such a high-efficiency NIR OLED, the researchers replaced a benzene-centered framework with more electron-rich sulfur- and selenium-containing cores. The researchers explain that the stronger electron-rich character promotes intramolecular charge transfer, shifting emission toward 1,000 nanometers, while the rigid C-shaped structure limits molecular relaxation and reduces nonradiative energy loss. The study is published in Advanced Materials.

Samsung Odyssey OLED G9 (G95SJ) / G8 (G80SJ) / G7 (G75SJ)

Ron Mertens — Fri, 28 Aug 2026 08:23:51 +0300

Samsung's 2027 gaming monitor lineup include 3 models based on QD-OLED panels. The flagship Odyssey OLED G9 (G95SJ) has a 49" DQHD (5120x1440) 1300nits 360Hz 5th-Gen QD-OLED panel.

The Odyssey OLED G8 (G80SJ) has a 31.5" 4K 360Hz 5th-Gen QD-OLED panel, and the OLED G6 (G75SJ) has a 42" curved 4K QD-OLED.

UBI: shipments of small AMOLED panels to increase to 1.46 billion in 2030, up 40% from 2026

Ron Mertens — Fri, 28 Aug 2026 05:00:00 +0300

UBI Research estimates that small AMOLED panel shipments will increase from 1.03 billion in 2026 to 1.46 billion in 2030, a CAGR of 8.9%. The main growth will come from the smartphone panel market, where OLED shipments will rise from 886 million in 2026 to 1.25 billion in 2030.

UBI sees the growth trend to accelerate in the second half of 2027, as by then memory supply, and prices, are expected to normalize.

Researchers show that adding a dual-functional single-crystalline BSB-Me HTL and barrier layer can improve OLED stability

Ron Mertens — Thu, 27 Aug 2026 15:00:00 +0300

Researchers from China's Jilin University, Shenzhen University, and Tianjin University have developed a new OLED device that has a dual-functional single-crystalline layer that serves as both an intrinsically stable hole-transporting layer (HTL) and an effective barrier layer, to improve device stability.

The material that the researchers used is 1,4-bis(4-methylstyryl)benzene (BSB-Me). The material not only serves as an effective HTL, but also exhibits desirable barrier property with a low WVTR, comparable to that of a 50-nm-thick monolayer Al2O₃ barrier layer. The researchers say that by adding this layer, highly efficient and stable single-crystal OLEDs (SC-OLEDs) can be successfully fabricated. The researchers produced a blue SC-OLEDs that offers extended operational lifetimes (LT75) of over 1209 hours at an initial luminance of 1000 cd/m², which is notably more than thirty times enhanced compared to that of conventional OLEDs with amorphous HTLs.

Asus launches new 24.5" FHD OLED monitors, with new panels produced by BOE and Samsung Display

Ron Mertens — Thu, 27 Aug 2026 08:15:21 +0300

Asus launched a series of three 24.5" FHD (1920x1080) OLED monitors, with are very interesting in terms of the panels used.

The first monitor is the PG259QWS Ace, which utilizes a WOLED (WRGB) display, offering a refresh rate of 720p and peak brightness of 1,700 nits. We believe that this panel is produced by BOE, the first such monitor on the market. A few months ago we indeed reported that BOE will start shipping WOLED panels to Asus out of its WOLED 8.5-Gen pilot line in Hefei. The volumes that BOE will be able to ship are quite limited (as the pilot line capacity is very small).

Introducing OLED-Info Pro group licenses - get your whole team up to speed on the OLED industry, from $50 per user

OLED-Info-Editor — Thu, 27 Aug 2026 06:00:00 +0300

We are happy to announce that OLED-Info Pro - our premium OLED industry intelligence platform - is now available with group licenses. Entire teams, departments and organizations can now get access at a substantially lower price per user, starting at just $50 per user, per year.

With the new new group licenses, everyone on your team can get their own access, and the price per user drops sharply as the team grows.

The new OLED-Info Pro group pricing

3 users - $450 per year ($150 per user, 25% off)
10 users - $1,100 per year ($110 per user, 45% off)
20 users - $1,800 per year ($90 per user, 55% off)
50 users - $3,500 per year ($70 per user, 65% off)
150 users - $7,500 per year ($50 per user, 75% off)

All group licenses are billed annually and include everything in OLED-Info Pro, with no feature tiers and nothing held back. Single-user subscriptions remain available at $24.99 per month or $199.99 per year. Need a different seat count, a purchase order or an invoice? Just get in touch and we will sort it out.

A joint Japan-Taiwan research project to develop circularly-polarized OLED technologies

Ron Mertens — Wed, 26 Aug 2026 08:00:36 +0300

A group of five Universities from Japan and Taiwan have launched a joint project to develop core technologies for circularly-polarized OLEDs (CP-OLED). These kind of OLEDs natively emit circularly polarized light, enabling higher-performance devices, and are of high interest to the research community (see the recent Bright Side with Brannan report on CP-OLEDs).

The research project is led by Kindai University and National Yang Ming Chiao Tung University (NYCU), and also includes Ibaraki University, Osaka Metropolitan University, and National Central University (NCU). The joint project is supported by the Japan-Taiwan Exchange Association, under the Joint Research Grant Program in Natural and Applied Sciences.

Samsung Display confirms it is the supplier of the Genesis GV90 AMOLED displays

Ron Mertens — Wed, 26 Aug 2026 06:32:45 +0300

Last week Genesis introduced its flagship GV90 EV SUV, based on its new eMP platform. The car includes several new and innovative technologies, including a 24.6" "Cinematic Display" pop-up OLED display.

Samsung Display announced today that it is supplying the OLED displays to Genesis. The company also revealed that the car has two 13.2" 1920x1080 OLED displays on the back of the front seats. This is not surprising, as it was already reported last year.

Viewtrix reported its 2026H1 financial results, with a 30% drop in revenues due to lower smartphone demand

Ron Mertens — Tue, 25 Aug 2026 10:47:12 +0300

China-based display driver IC designer Viewtrix Technology reported its financial results, first time since it went public in an IPO at the Hong Kong stock exchange (Main Board), on May.

Viewtrix (also known as Yunyinggu Technology) reported revenues of $47 million in the first half of 2026, down 30.5% from last year, and a loss of $23 million (up 0.7% from 2025).