Supply chain
Chinese firms keen on developing OLEDoS panels, says Digitimes Research
Jason Yang, DIGITIMES Research, Taipei

More China-based panel makers are stepping into the development and production of OLEDoS (OLED on-silicon) display products, aiming to compete for market share with LCD and AMOLED panel providers in the AR/VR device sector, according to Digitimes Research.

These Chinese firms include Kunming BOE Display Technology ( a joint venture between BOE Technology and Olightek Opto-Electronic Technology), Hefei Shiya Display Technology, Kunshan Visionox Display Technology and Semiconductor Integrated Display Technology, Digitimes Research has found.

A joint venture set up by Taiwan-based AMOLED solution developer Innovative and Transformation (INT) and local investors in China's Taizhou is also set to kick off production of OLEDoS panels in 2021.

OLEDoS is likely to become a transitional micro display technology in the industry's move towards micro LED from LCD and AMOLED. Micro LED may still take three more years to become mature, while global panel makers have gradually discontinued capacity expansions for LCD, and AMOLED production lines have become saturated.

OLEDoS display devices come with ultra-high pixel density of up to 2,000-3,000ppi, which can improve screen effect and dizziness for using AR/VR devices, as well as enhancing the practicality of AR/VR devices under 5G environments.

While US-based eMagin is developing OLEDoS panels using RGB evaporation process, INT's joint venture in China is also engaged in the development of the similar process for OLEDoS display production.

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