Samsung Display (SDC) has reportedly started mass production of OLED on silicon (OLEDoS) panels, which will be used in Samsung Electronics' extended reality (XR) headset, the Galaxy XR. As a key component of XR devices, SDC's entry into the OLEDoS market is expected to significantly intensify competition.
SDC begins official mass production of OLEDoS
According to South Korean media outlet ET News, citing industry sources, SDC recently began mass production of OLEDoS after receiving an order from Samsung in October 2024. These panels are reportedly slated to be used in the Galaxy XR headset.
Although the current Galaxy XR uses panels from Sony, insiders have revealed that SDC has passed rigorous reliability evaluations and been approved for mass production. As a result, Samsung has decided to have SDC supply a certain portion of the panels.
This marks SDC's first official mass production of OLEDoS. With major players like Meta Platforms, Apple, and Samsung actively developing XR devices, the company aims to capitalize on the growing market by establishing an early presence and successfully shipping its initial products.
Competition to intensify
With SDC entering the market, competition in the OLEDoS sector will become even more intense.
Historically, the OLEDoS market has been dominated by Japanese and Chinese companies. Sony supplies 4K OLEDoS panels for Apple's Vision Pro, released in 2024, while China's SeeYA Technology provides FHD-grade OLEDoS panels for DJI Technology's Goggles 2 flight headset.
SeeYA and BMOT, a subsidiary of BOE Technology Group, are expected to start supplying OLEDoS panels for Meta Quest virtual reality (VR) headsets as early as 2026.
SDC expands beyond Samsung
SDC intends to continue expanding its OLEDoS business beyond Samsung and is reportedly pursuing a supply partnership with Apple. In 2025, the company unveiled two new OLEDoS prototypes. One is capable of achieving a maximum resolution of 5,000 pixels per inch (PPI), while the other can reach a brightness of up to 20,000 nits.
At the same time, SDC is accelerating development of next-generation red, green, and blue (RGB) OLEDoS technology, which involves directly depositing RGB pixels onto silicon substrates, a method that has not yet been commercialized. However, the company acquired US-based RGB OLEDoS firm eMagin in 2023 and has established a dedicated team responsible for technology development and commercialization.
Regarding reports about OLEDoS supply for the Galaxy XR, SDC stated that it cannot disclose or confirm any information related to its clients.
Article edited by Jerry Chen
