Supply chain
Panel makers developing OLEDoS for AR/VR, says Digitimes Research
Jason Yang, DIGITIMES Research, Taipei

The latest development of small- to medium-size panel technology is rapidly shifting toward AMOLED panels and related applications, including OLEDoS (OLEDon-silicon) panels for AR/VR applications, rollable AMOLED panels and in-display camera modules.

An assortment of small- to medium-size panels highlighted at the recently concluded SID 2020 virtual event also showed that panel makers are more active in developing smaller applications such as those for HUD (head-up display) and AR/VR devices, as the growth of panels in the smartphone market has slowed down, and screen sizes for tablet and automotive applications have further enlarged, Digitimes Research has found.

Some makers were placing camera modules under flexible AMOLED panels, indicating that the development of related in-display camera technology has become more mature.

China-based BOE Technology and Tianma Microelectronics showcased reflective TFT LCD panels that target the e-book reader market, while Taiwan's E Ink Holdings (EIH) has already rolled out its next-generation colored e-paper solutions with faster response rates.

It remains to be seen if efforts by BOE and Tianma could pose a challenge to EIH's colored e-paper solutions.

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