LG Display and Samsung Display Vie for Hyundai Mobis' Rollable OLED Panel Contract
South Korea's two display panel giants, LG Display and Samsung Display, are locked in a fierce competition. Both are vying for a lucrative contract from Hyundai Mobis, a major automotive parts manufacturer. The contract involves supplying rollable OLED panels for an innovative 18-inch display. This display is set to be integrated into the central control panels of vehicles from General Motors and Hyundai.
A First in Automotive Technology
Currently, no commercial vehicles feature rollable displays. This makes Hyundai Mobis' order a game-changer. The winning display manufacturer will earn the title of producing the world's first automotive rollable display.
Flexible and Functional
Hyundai Mobis is seeking a flexible, mobile display capable of repeated rolling based on driving scenarios. The company plans to supply this cutting-edge technology to four models from General Motors, Hyundai, and Kia. The number of supported models may increase in the future. Vehicles equipped with this display are expected to hit the market by early 2028.
Supplier Decision Timeline
Given the lengthy development cycle for such displays, Hyundai Mobis is likely to finalize its OLED panel supplier by the first half of 2025. Both LG Display and Samsung Display are strong contenders. Due to the relatively low volume of panels required compared to smartphones, Hyundai Mobis may opt for a single supplier. This supplier would be expected to provide panels for over four years.
A History of Collaboration
Both Korean display manufacturers have previously supplied panels for other Hyundai models. In 2023, Hyundai Mobis announced a collaboration with LG Display to develop a rollable display. This new contract is set to intensify the competition between the two companies in the display panel sector.
Market Impact
The outcome of this competition will not only determine the supplier but also set a precedent in the automotive display market. As rollable displays become more prevalent, the chosen supplier will likely gain a significant advantage in future contracts.
South Korea's two display panel giants, LG Display and Samsung Display, are locked in a fierce competition. Both are vying for a lucrative contract from Hyundai Mobis, a major automotive parts manufacturer. The contract involves supplying rollable OLED panels for an innovative 18-inch display. This display is set to be integrated into the central control panels of vehicles from General Motors and Hyundai.
A First in Automotive Technology
Currently, no commercial vehicles feature rollable displays. This makes Hyundai Mobis' order a game-changer. The winning display manufacturer will earn the title of producing the world's first automotive rollable display.
Flexible and Functional
Hyundai Mobis is seeking a flexible, mobile display capable of repeated rolling based on driving scenarios. The company plans to supply this cutting-edge technology to four models from General Motors, Hyundai, and Kia. The number of supported models may increase in the future. Vehicles equipped with this display are expected to hit the market by early 2028.
Supplier Decision Timeline
Given the lengthy development cycle for such displays, Hyundai Mobis is likely to finalize its OLED panel supplier by the first half of 2025. Both LG Display and Samsung Display are strong contenders. Due to the relatively low volume of panels required compared to smartphones, Hyundai Mobis may opt for a single supplier. This supplier would be expected to provide panels for over four years.
A History of Collaboration
Both Korean display manufacturers have previously supplied panels for other Hyundai models. In 2023, Hyundai Mobis announced a collaboration with LG Display to develop a rollable display. This new contract is set to intensify the competition between the two companies in the display panel sector.
Market Impact
The outcome of this competition will not only determine the supplier but also set a precedent in the automotive display market. As rollable displays become more prevalent, the chosen supplier will likely gain a significant advantage in future contracts.
