1b€
German auto-parts manufacturer Continental AG (CON.GR) has announced (again, originally rumored in November 2021) that it has received an order from an ‘unknown global manufacturer’ for automotive OLED displays that is said to total ~1b€ ($1.135b US currently). The deal calls for the displays to begin production in 2023, so we won’t be hearing about an OLED producer’s spiking orders this year, but perhaps some mention of capacity expansion given the size of the order and the longer-term nature of the automotive product cycle. Given that OLED displays have a particular advantage over LCD displays when viewed off-axis, they have become a strong contender for dashboard displays particularly as production capacity has been increasing during the last few years.
As noted, the company letting the order was no given, however if we had to make a stab at who it might be, we would opt for Mercedes (DAI.GR), whose MBUX (Mercedes Benz User Experience) display announced last July is a dual display that was developed in conjunction with LG Display (LPL) that is connected with a single glass panel, eerily similar to the Continental announcement. While we cannot confirm that Mercedes or LGD are the source of the order and display production, as the old Magic 8 Ball says, “Signs point to yes”.
As noted, the company letting the order was no given, however if we had to make a stab at who it might be, we would opt for Mercedes (DAI.GR), whose MBUX (Mercedes Benz User Experience) display announced last July is a dual display that was developed in conjunction with LG Display (LPL) that is connected with a single glass panel, eerily similar to the Continental announcement. While we cannot confirm that Mercedes or LGD are the source of the order and display production, as the old Magic 8 Ball says, “Signs point to yes”.
Automotive Dashboard Dual- Display - Source: Continental
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