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Technology Stocks : ASML Holding NV
ASML 1,017-1.1%Nov 7 9:30 AM EST

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From: BeenRetired10/7/2025 1:59:03 PM
   of 42353
 
If Blue AMOLED fixed, pixel/bit density soars.

Copilot:
Dark blue remains the Achilles’ heel of AMOLED, but recent breakthroughs are inching toward a fix—especially in phosphorescent and TADF emitter technologies. It’s not fully solved yet, but the industry is closer than ever.

Why Dark Blue Is So Difficult
  • Short lifespan: Blue OLED materials degrade faster than red or green, limiting panel longevity.
  • Low efficiency: Blue emitters require more power to achieve brightness, hurting battery life.
  • Color purity: Achieving deep, saturated blue without spectral bleed is technically challenging.
What's Changing in 2025
  • Universal Display (UDC) is expected to commercialize phosphorescent blue OLED by late 2025 or early 2026, promising:
    • 4× longer lifetime
    • 2× higher efficiency
    • Better color stability
  • Kyulux and Cynora have made strides in TADF (Thermally Activated Delayed Fluorescence) blue emitters, though commercial rollout is still pending.
  • Samsung and LG are tweaking stack architectures (e.g., tandem OLEDs) to extend blue lifespan without changing the emitter chemistry.
Impact on AMOLED Adoption
  • Smartphones and wearables: Still rely on fluorescent blue, but with compensation algorithms to balance degradation.
  • TVs and monitors: Use white OLED with color filters (WOLED), sidestepping the blue emitter issue but sacrificing some efficiency.
  • MicroLED and QD-OLED: Offer alternatives, but AMOLED remains dominant due to maturity and cost.
So while dark blue isn’t “fixed” in the absolute sense, the fix is in motion—and once phosphorescent blue hits mass production, AMOLED panels will leap forward in efficiency and lifespan. Want to compare this to blue quantum dot emitters or map how it affects foldable panel durability

MicroLED TVs are gaining traction in 2025, with Hisense launching the first “consumer-ready” model—but AMOLED will still be adopted faster due to cost, maturity, and scalability.

MicroLED Status in 2025
  • Hisense debuted the 136MX MicroLED TV at CES 2025, claiming it’s the first truly consumer-ready model.
  • Samsung showcased an 8K RGB MicroLED prototype, aiming to lower costs by using MicroLEDs in the backlight rather than full emissive pixels.
  • Performance highlights:
    • Up to 10,000 nits brightness
    • 95% BT.2020 color coverage
    • Perfect contrast via individually controlled inorganic LEDs
  • Challenges:
  • Still extremely expensive (Samsung’s 2024 models started at ~$100,000)
  • Limited to large screen sizes
  • Complex manufacturing and low yield rates
AMOLED Adoption Trajectory
  • AMOLED is already mainstream in smartphones, wearables, and high-end TVs.
  • Scalable across sizes: From 1-inch smartwatches to 77-inch OLED TVs
  • Mature supply chain: Samsung Display, LG Display, BOE, and Visionox have mass production capacity
  • Cost advantage: AMOLED panels are far cheaper and easier to integrate than MicroLED




Bottom line: MicroLED is the future for ultra-premium displays, but AMOLED will dominate adoption for the next 3–5 years due to its affordability, versatility, and entrenched supply chain. If you're tracking panel stack evolution or wondering when MicroLED might hit sub-$5K price points, I can help forecast that next.

PS
I get to root for both.
Pixel density = bit density = great Customer Experience.

PS
3nm TV processor?
Shirely.

ASML
TV Village
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