TCL Huaxing, a subsidiary of TCL Technology, ison the verge of mass production of its printed OLED technology, a crucial development in the large and medium-sized OLED display market. After four years of preparation, the companyis gearing up for production, with its first product – a medical equipment display – already in trial production. We are currently preparing for mass production of printed OLED. The first product, a display for medical equipment, is already in trial production on the production line, and we expect to officially launch mass production by the end of this year, said Cao Weiran, director of TCL Huaxing’s Printed OLEDCenter, in a recent interview with Cailian Press.

The shift towards large and medium-sized displays is driven by the slowing growth of OLED penetration in small-sized applications like smartphones. While FMM OLED technology, currently dominant inthe market, faces challenges in terms of brightness, lifespan, and manufacturing uncertainties for mid-sized applications, printed OLED presents a promising alternative. This has prompted major players like BOE, Visionox, and Samsung Electronics to invest heavily in developing this technology for larger displays.

We have FMM OLED for small-sized applicationslike smartphones and watches, but for televisions and monitors, we use printed OLED. Printed OLED technology allows us to expand our OLED footprint, said Cao Weiran.

The OLED market is currently dominated by small-sized applications, with penetration rates steadily increasing. According to CINNO Research, global OLED smartphone panel penetrationreached 41% in the second quarter of 2024, representing a 13% year-on-year and 5% quarter-on-quarter increase.

However, the growth rate of small-sized OLED is slowing down. The increasing demand for better display quality, thinness, andflexibility is driving the growth of mid-sized OLED in IT and automotive applications, making it a key development direction, said Liu Yushi, a senior analyst at CINNO Research. Furthermore, the saturation of small-sized OLED demand and the significant potential for growth in the mid-sized market provide display companies with furtherdevelopment opportunities.

Omdia forecasts a 56% compound annual growth rate (CAGR) for IT product AMOLED panel shipments and a 49% CAGR for automotive display AMOLED panel shipments from 2023 to 2028.

The current FMM evaporation OLED technology faceslimitations in large and medium-sized applications, including difficulties in FMM meshing and low stability of evaporation equipment. This has prompted manufacturers to explore alternative technologies like printed OLED, which offers advantages in terms of cost-effectiveness and scalability.

TCL Huaxing’s imminent mass production of printed OLED marks a significantmilestone in the OLED market. It signifies the increasing importance of this technology in the battle for market share, particularly in the growing large and medium-sized display segment. As the industry moves towards larger and more flexible displays, the competition between different OLED technologies is expected to intensify, with printed OLED poised to play a crucial role inshaping the future of the display landscape.

References:

  • TCL Huaxing’s printed OLED production nears: The battle for OLED technology heats up – Fast Technology
  • CINNO Research
  • Omdia

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