Supplied foldable OLED panels to CSOT T4, Motorola

Recently, the panel maker COST T4 plant, a subsidiary of TCL Group, mainly produces premium flexible AMOLED displays, and already supplies them to Motorola foldable OLED phones and Xiaomi 10/10 Pro premium OLED phones.

 

In early 2019, TCL Group changed its company name to “TCL Technology” while reorganizing its assets and focused on the display panel business. The production capacity of TCL Technology, one of the LCD manufacturers with the largest production capacity in China, is showing rapid growth in recent years.

 

It is said that the CSOT shipment in 2019 was 22.84 million square meters, an increase of 23.8% from the same period last year. Among them, the flexible AMOLED T4 plant achieved the first stage of mass production in the fourth quarter of last year. CSOT expects that flexible products will be mass-produced within this year and will enter the market in large quantities.

 

At the same time, the spread of next-generation display technologies and materials is also strengthening. In 2019, the company invested 5.46 billion yuan in R&D and applied for 2,752 PCT international patent applications

The cumulative number of patents is 11,261, covering countries such as Europe, the United States, and Korea.

 

Even in the large size area, TCL applied HVA technology in LCD premium products to increase market share such as 4K/8K and Touch, and launched MLED, the world’s first glass substrate mini LED product.

 

Even in the small and medium sized area, TCL’s LTPS production line yield and quality have already reached the international level, and the market share of Incell/COF/Blind hole products is steadily increasing. Therefore, it is said that Off Screen/In Screen fingerprint technology is also actively developing.

 

TCL Technology, which focuses on premium flexible AMOLED, is focusing on premium technologies such as UDC technology and foldable.

Samsung’s Galaxy Z Fold 2 image leak, internal and external displays become bigger.

<The first supposed official render of Galaxy Z Fold2, Source: twitter.com/ishanagarwal24>On 21 July, information leaker for IT new product, Ishan Agarwal, released an image presumed to be a rendered photo of ‘Galaxy Z Fold2’ on his Twitter.

Galaxy Z Fold2 will be released at the end of September, about two months after it was unveiled at the Galaxy Unpack event on the 5th of next month.

Inside the Galaxy Z Fold2, a 7.7-inch foldable OLED that is larger than the previous Galaxy Fold’s 7.3-inch screen is used, and the cover window material of the foldable OLED is UTG. The size of the external OLED is 6.23 inch, which is 1.63 inch larger than the previous one.

The rear camera is equipped with a 1,800-megapixel main camera, a triple (three) camera and a flight distance sensor (ToF), and the internal camera is known to be located in the center of the right screen in the form of a punch hole, but can’t see in this image.

Expected touch pens do not apply to this model. The shipping price is expected to be 2.3 million won, which is about 100,000 won cheaper than the previous one.

What is the difference between the touch types of each model of iPhone 12?

All of Apple’s iPhone 12 models, OLED panels will be used and consisted of four models. There are three sizes, 5.4 inches, 6.1 inches, and 6.7 inches, respectively, and 6.1 inches are divided into two models.

Samsung Display and LG Display have begun preparing to mass-produce, with recent orders from Apple. Samsung Display plans to supply OLED panels of all sizes, LG Display plans to supply 6.1-inch OLED panels, and there are differences in touch type by size.

First, on-cell touch which a touch electrode is formed on a thin film encapsulation (TFE) is applied to 5.4 inch and 6.7 inch models. Each panel maker is called Y-OCTA (YOUM on-cell touch AMOLED), ToE (touch on encapsulation), FMLOC (flexible multi-layer on-cell touch), and unlike add-on touch, a touch electrode is formed directly on the upper layer without base films. Due to this, the on-cell touch has a higher process difficulty than the add-on touch, but it is advantageous to fabricate a thin OLED panel thickness, and the process cost is also reduced.

Add-on method is applied to 6.1 inches. A touch electrode is formed on the base film, and is attached on the TFE by adhesive. It has the advantage that the process is simpler than on-cell touch.

<Flexible OLED touch type, Source: AMOLED Manufacturing Process Report>

Recently, rumors that BOE is supplying 5.4 inch and 6.1 inch OLED panels to Apple have turned around, but 5.4 inch is on-cell touch type and it is still difficult to supply for iPhone 12 due to technical difficulty. BOE is developing a 6.1-inch OLED panel and has not received calls yet.

<iPhone 12’s touch types and panel suppliers>

Who is the supplier of OLED panels for iPhone 12?

<Image of iPhone 12 Pro Max, Source: EveryApplePro>

Apple’s new iPhone 12 will be consisted of 4 models, and all 4 models are expected to adopt OLED. The general lineup of the iPhone 12 is the 5.4 inch iPhone 12 and the 6.1 inch iPhone 12 Max, and the pro lineup is the 6.1 inch iPhone Pro and the 6.7 inch iPhone Pro Max.

Recently, rumors are floating that BOE will supply OLED of 5.4 inch and 6.1 inch general models, and Samsung Display will supply OLED of 6.1 inch and 6.7 inch pro models. Due to the news that Chinese OLED panel manufacturer BOE is supplying OLEDs to Apple, the interest of OLED-related companies such as light-emitting material companies and component companies is growing day by day.

According to UBI Research, BOE is developing 5.4 inch and 6.1 inch OLEDs, but has not received any calls from Apple. In the current situation, Samsung Display plans to supply 5.4 inch, 6.1 inch, and 6.7 inch OLEDs, and LG Display and BOE are developing 6.1 inch OLEDs.

The BOE hasn’t gotten a clear call yet, but there’s plenty of time left for the mass production of the iPhone 12, so there’s plenty of room for the BOE to get a call from Apple. While the production of the iPhone 12 is likely to be delayed by about a month due to the corona incident, it usually takes 4 ~ 5 months from the OLED panel test to the mass production of the set, so there is enough time.

Related information can also be found in the recent report of ‘change in OLED market by coronavirus’, published by UBI Research.

Apple’s last LCD phone, iPhone SE

The iPhone SE, the last product of the LCD smartphone that Apple has opened to the smartphone market, has been released.

Apple’s 2019 model iPhone 11 had three models, the base model iPhone 11 used a 6.06inch LCD, and the advanced specifications iPhone 11 Pro and Pro Max used 5.85 inch and 6.46inch flexible OLED, respectively.

Samsung Display supplies both 5.85inch and 6.46inch flexible OLEDs, and LG Display has supplied only 6.46inch flexible OLEDs from the fourth quarter of 2019.

This year, Apple releases a four-model iPhone. There are three types of iPhone, SE2 which started selling this month, and 3 iPhone 12 which starts selling in September. Strictly speaking, since there are 2 models of the iPhone 12 Pro, 4 types of iPhones using OLED will be released in the second half of this year.

Apple’s current LCD phones are the iPhone 11 and the newly released SE2. Of the iPhone models released by Apple this year, only the LCD will use the SE2, and the SE2 is expected to be Apple’s last LCD smartphone.

Apple already mentioned that in 2019, all future iPhone displays will be replaced by OLEDs. Therefore, in fact, this is the reason that the SE2 released this time is expected to be the last LCD phone.

Most of the latest smartphones are more than 6 inches, but the iPhone SE2 released this time is a small 4.7-inch model using IPS LCD.

The reason Apple used a small display is believed to be a strategic product to target the mid-priced market of around $ 500. It’s currently $ 549.99 on eBay, but it’s on Amazon for $ 399.

Apple’s expected iPhone strategy is two tracks. First of all, in order to maintain the second largest market share in shipments, it is necessary to match shipments with products with a wide market of $ 500. And the operating profit creation is to fit the expensive iPhone 12 series using flexible OLED.

However, shipments of LCD phones are expected to gradually disappear after 2021, depending on the sales of 5.42 inches, the basic model of iPhone 12, which will be released in the second half of this year.

Huawei’s OLED TV launch, LG Electronics, and Sony’s 48-inch OLED TV launch will further increase the influence of OLED TV

Huawei launch its first OLED TV and LG Electronics and Sony will launch a new lineup, a 48-inch OLED TV. As a result, the OLED TV camp and lineup are expected to become more diverse.

First, Huawei will launch its first OLED TV X65 soon. X65 is used a 24-megapixel camera to control the TV with a ‘gesture tracking’ function that recognizes the user’s face, motion, and posture, and is equipped with 14 under-screen speakers to automatically To correct the sound. The X65 used LG Display’s OLED will be released on April 8.

China’s OLED TV camp has increased to five camps from Skyworth, Konka, Changhong, and Xiaomi to Huawei. In addition, Huawei’s OLED TV launch, which is leading the Chinese smartphone market, can have a great influence on the premium TV market in the future.

<Hauwei’s OLED TV ‘X65’, Source: news.mydrivers.com>

Meanwhile, LG Electronics and Sony, which are leading the OLED TV market, will launch a new 48-inch OLED TV to make the lineup more diverse. Currently, OLED TVs have only 55-inch, 65-inch, and 77-inch lineups, and are evaluated to have a relatively short lineup compared to LCD TVs. LG Electronics and Sony are planning to target the Japanese or European market with high preference for small TVs through the launch of this 48-inch OLED TV.

<Sony’s 48 inch OLED TV ‘KJ-48A9S’, Source: Sony.jp>

LG Electronics and Sony’s 48-inch OLED TVs are scheduled to be released in May and July, respectively.

It is noteworthy whether OLED TV will exert great influence once again in the premium TV market in 2020, such as Huawei joining the OLED TV camp and LG Electronics and Sony launching the first 48-inch OLED TV.

OPPO Launches All-round 5G Flagship Find X2 Series with Industry-leading Screen

OPPO unveiled its Find X2 series March 6, 2020 – a flagship lineup of 5G devices that delivers a powerful camera experience and battery life, with one of the most advanced screens in the industry.

In the 5G era, with the improvement of the network, users are now consuming content at a much faster rate and simultaneously have higher requirements for the content quality. Catering to these needs, Find X2 is equipped with a 120Hz QHD+ AMOLED screen, an all-round ultra-vision-camera system, the industry’s fastest 65W SuperVOOC 2.0 flash charging technology and the most advanced 5G mobile platform—Snapdragon 865. The Find X2 Pro is also the first mobile phone to support all-pixel omnidirectional focus and up to 12bit photo capturing.

Both Find X2 and Find X2 Pro are equipped with an OPPO customized 120Hz 6.7inch QHD+ Ultra Vision Screen with more than one billion variations of color display capabilities, bringing a visual revolution in resolution, color, refresh rate and brightness. With a resolution of 3168×1440, 513 ppi, ultra-low screen reflectivity and a maximum screen brightness of up to 1200nit, it creates a clear and comfortable display in any environment.

The Find X2 series adopts a front and back sleek double-curve body design. The front of Find X2 series is covered with Corning Gorilla’s sixth-generation glass panel. The advanced COP packaging technology and the 67.8° curved surface design create a visually borderless effect, making the phone round and smooth to touch.

Galaxy S20 series, Korea’s first day of opening about 70,000 units

The opening volume of Samsung’s new smartphone Galaxy S20 series on the first day in Korea is half that of last year’s Galaxy S10.

According to the Korean telecommunications industry on February 28, the opening volume of the Galaxy S20 series is estimated at about 70,800 units. This figure is about 50% lower than the 140,000 units of the Galaxy S10, which was released in March last year.

In the industry, the Galaxy S20 Ultra is equipped with an 108 million pixel camera, so it was expected that the S20 series, which greatly enhanced the camera function, will be in high demand.

The decrease in the opening volume of the Galaxy S20 is estimated to have reduced demand for the Galaxy S20 due to the decrease in offline visitors due to the spread of the new corona virus.

LG Display named Huawei flexible OLED supplier for new smartphone P40 Pro

LG Display is the top OLED company with a monopoly market in the production of OLED panels for TVs, but the performance was low in the flexible OLED market for smartphones until the first half of 2019.

LG Display built a flexible OLED line after Samsung Display and focused on panel sales, but failed to supply flexible OLED by pushing BOE to Huawei’s P30 Pro model in 2019. However, in the second half of 2019, it succeeded in supplying panels to Huawei for Mate30 Pro, and began supplying flexible OLED for iPhone to Apple.

Huawei’s P40 Pro shipment target is 12 million units, and LG Display is expected to supply 50%. The variable is a new coronavirus. It could change Huawei’s smartphone launch schedule and volume.

Huawei is highly dependent on domestic demand, and coronaviruses can reduce shipments by more than 10%.

Compal develops 13-inch foldable PC FlexBook

Compal, an ODM for notebook and mobile devices, has developed a prototype foldable hybrid tablet that can be equipped with a keyboard. Similar to Lenovo’s ThinkPad X1 Fold, Compal’s FlexBook is a 13.1 tablet with two speakers at the bottom, two USB-C ports, and a volume button on the side.

The tablet can be folded in half with a foldable OLED and a zero gap lay flat hinge. Fold in half to use it like a notebook. Attach a keyboard to make it easier to use. This product can use stylus.

IPhone shipments may drop sharply in 1Q

The impact of China’s corona virus is expected to reduce iPhone production by 50% year-on-year.

Foxconn’s iPhone plants are located in Zhangzhou and Shenzhen, China, where 90% of the iPhone is manufactured.

Foxconn’s Zhangzhou’s workforce is about 160,000, but only about 10% have returned since the spring holiday, and the Shenzhen plant has not resumed production.

Foxonn plans to increase overall utilization by 80% in March. For the time being, iPhone production is expected to decline.

Foxconn pays 3000 yuan (about $ 400) per person if it returns before March 7th to increase plant utilization.

Motorola unveils clamshell-type foldable OLED smartphone

Reporter : Daejeong Yoon

Motorola unveiled “ Moto RAZR 2019 ”, a clamshell type foldable OLED smartphone at a presentation to be held in Los Angeles, USA on November 13th. The Motorola RAZR is characterized by the folding in the horizontal direction rather than the vertical folding like a book, and is like the new foldable phone type that Samsung Electronics unveiled at SDC 2019 last October.

<Moto RAZR 2019, Source: gsmarena.com>

Moto RAZR 2019 will be equipped with a 6.2-inch OLED and the vendor will be BOE. OLEDs are notched, with an aspect ratio of 22: 9 and a resolution of 2142 x 876. In addition, the external LCD is equipped with a 2.7-inch, 600 x 800 resolution secondary LCD to provide simple information such as reminders and time.

Moto RAZR 2019 will be equipped with three cameras, with 4GB / 6GB RAM, 128GB of storage, 2730mAh and an operating system of Android.

Moto RAZR 2019 is expected to cost USD 1,500 and is expected to be officially released in December.

OLED TV camp threw a pitch in the 65-inch TV market for Black Friday.

On Black Friday, the day of the biggest sale season in the US, LG Electronics and Sony have lowered the price of 65-inch OLED TVs from the previous month, further increasing price competition in the premium TV market. On the other hand, 55-inch and 77-inch OLED TV prices are the same except for Sony’s XBR77A9G.

In November, LG Electronics’ OLED 65C9, a 65-inch OLED TV, was priced at US $ 2,100, down 12.5% from October’s US $ 2,400. Sony’s XBR65A8G’s November price was US $ 2,000, down 13% from the October price of US $ 2,300. Both models ship the same price at US $ 3,500.

Samsung’s QN65Q90, a 2019 QLED TV, is priced at US $ 2,200 in November, down 15.4% from the October price of US $ 2,600. The QN65Q90 also ships at US $ 3,500.

<LG Electronics’ OLED65C9, Sony’s XBR65A8G, and Samsung’s QN65Q90 price trend, Source: UBI Research DB, Bestbuy.com>

In the TV market, which is growing in size, 65-inch TVs are becoming mainstream along with 55-inch TVs. Since 55-inch OLED TVs have already formed a premium TV standard of US $ 1,500 since October, LG Electronics and Sony have continued to reduce the price of 65-inch OLED TVs, another mainstream, to compete with QLED TVs.

Since August, LG Electronics’ OLED65C9 and Sony’s XBR65A8G have formed a lower price range than Samsung’s QN65Q90, and Black Friday is also trying to get a price advantage with a price lower than QN65Q90.

LG Electronics and Sony, which are striving to popularize OLED TVs, are paying attention to whether OLED TV’s position in the premium TV market can be further expanded.

Samsung Display starts to expand OLED notebook market in Taiwan

Samsung Display attended the Taipei Grand Maple Hotel on November 7, attended by 350 global customers including HP, Dell, Lenovo, Asus and other major ODMs such as Compal, Quanta and Wistron. ‘Samsung OLED Forum 2019 Taipei’ was held.

<Samsung Display’s OLED Forum, Source: news.samsungdisplay.com>

Samsung Display presented OLED notebooks as a new growth engine in the stagnant IT market for global IT companies and introduced differentiated strengths that only OLED can provide.

Under the theme of ‘New Era of Laptop with OLED’, Samsung Display is a premium notebook with OLED’s thin and light design flexibility, infinite contrast ratio, DCI-P3 100% wide color gamut and color accuracy, and excellent outdoor visibility. Emphasis is placed on the essential image quality characteristics.

In addition, the company also unveiled a roadmap for fusion technology of OLED’s unique display sensors such as Fingerprint Display and Sound Display.

Samsung Display has already developed OLED for 13.3-inch and 15.6-inch notebooks in the first half of this year and has cooperated with HP, Dell, Lenovo, and Asus to supply panels to 13 kinds of notebooks. The company plans to expand its product lineup to mid-end and respond to market demand.

<15.6-inch multi-screen OLED notebook exhibited by Samsung display at IMID 2019>

[IFA2019] Sony’s OLED TV Evolving from Year to Year

Sony, which is driving the OLED TV market with LG Electronics, is exhibiting OLED TVs with new features at CES and IFA after the first display of OLED TVs.

The OLED TV displayed at Sony’s booth, which was first opened on Media Day of IFA2019, did not show a woofer. Using surface acoustic technology to produce sound from the screen, Sony showcased the CES2019’s model with four actuators on the back of the OLED panel and a woofer speaker as the rear stand. However, the woofers disappeared in IFA2019.

According to exhibition officials, the secret is that the panel is arranged with six actuators, three rows of two behind the panel, so that sound can be displayed on the screen from low to high.

LG Display “OLED TV will account for more than 20% in total TV sales revenue.”

LG Display OLED TV maintained sales revenue, it through conference call, stated it recorded annual sales revenue of 24.3 trillion won and 92.9 billion won operating profit in year of 2018.

LG Display despite of heightened global competition and downward panel price made an operating profit thanks to OLED TV, super large size TV and high resolution products.

Especially large size OLED TV maintained stable productivity and enlarged consumer bracket which enabled 2.9 million shipment on a yearly basis. It recorded gross profit within 5 years of product introduction which resulted in more than 20% in total sales revenue.

4th quarter 2018 revenue of LG display marked 6.95 trillion won TV panels accounts for 36%, mobile panels 28%, notebook and tablet panels 22% and 14% for monitor panels.

Operating profit recorded 279 billion won, 528% increase compared to the same quarter last year, 99% hike compared to last quarter thanks to high priced IT products, new introductions of small and medium size products and high added value products. LG Display aims to focus on OLED business reconstruction Seo Donghee CFO of the company said, “the ratio of OLED revenue was almost nothing 5years ago, now it is 30% this year and we estimate it is going to reach 50% of the total business.”

He also said “we will put in all assets to create new values focusing on OLED business.”

He replied to the question of large size QD-OLED of competitor, it will strengthen ecosystem and overall OLED industry. To the question of 8K and over 70inch large size OLED mass production, he replied that 8K technology is already secured as exhibited at CES2019 and said that large size OLED mass production will utilize the existing know-how of LCD production. In 2019, LG Display’s OLED demand outlook question suggests that demand for more than 14% of all flexible OLED smartphones is expected.

Regarding the large-area OLED and p OLED capacity in 2019, LGD said that the large-area OLED capacity will be completed at 70K per month in Paju and 60K in Q3 in Guangzhou, China and the pOLED capacity is expected to add 30K to the domestic 45K in 2020.

He announced that capex is estimated 8trillion won in 2019 and 4trillion won in 2020, a half of this year. 60% will be for large size OLED and 40% for pOLED. And he said pOLED mass production is currently concentrated on smart phone and cars. He expects good news from car pOLED by end of this year. He also targets over 3.8 million units large size OLED production this year.

 

55 inch and 65 inch OLED TV prices proximity to premium LCD TV

Recently, Sony’s 65 inch OLED TV, XBR65A1E, is price at US$ 300 more than Samsung’s QN65Q7 on the Best Buy basis. Prices of LED TV and LCD TV are becoming increasingly competitiveness in the premium TV market.

As of January 16, Best Buy compares the price of OLED TVs between LG’s C8 series, Sony’s A1E series and Samsung’s Q7F series.

<55 inch premium TV price comparison>

LG’s OLED 55C8 prices dropped 47% from March 2018 to US$ 1,700, which is only US$ 200 higher than Samsung’s QN55Q7.

<65 inch premium TV price comparison>

In the 65 inch TV market, LG’s OLED65C8 price dropped 30% from March 2018 to US$ 2,700, while Sony fell 40% to US$ 2,500, which is higher than Samsung’s QN65Q7 by US$ 500 and US$ 300. The prices gap has been greatly reduced.

In the premium TV market, OLED TVs are rapidly catching up with LCD TV prices because LG Display’s OLED production yield stabilization is the biggest factor.

LG Display is currently constructing Gen8 OLED lines in Guangzhou and Gen10.5 lines in Paju. As a result, the production of large size OLED will increase further, and the OLED TV market will become more prominent in the premium TV market.

CES2019, the biggest issue of TV is LG Electronics OLED TV R

Reporter : Daejeong Yoon

The CES, held in early January of each year, is the most important event to understand all of the consumer electronics trends of the year. This year, TV makers from all over the world exhibited a variety of products to attract spectators to the event.

When OLED TV occupied more than 50% of the premium TV market with more than $ 2,000, the LCD TV industry sought to prevent the OLED TV market from expanding by exhibiting 8K LCD TVs to CES. However, the attention and admiration of the spectators were poured into OLED TV R.

The 8K TV market began to open slightly from last year, in preparation for the 8K broadcast starting from the Tokyo Olympics in 2020. LCD TV companies displayed 8K LCD TVs of various sizes to preoccupy the market with the keyword of 8K. LCD TV, however, has not been recognized by viewers as a new TV product since Sharp has already exhibited steadily.

Another reason is OLED TV R displayed by LG Electronics. In the main body with built-in speaker, OLED TV rises up and goes down again. A lot of people came to see OLED TV R to shoot.

 <LG Electronics, OLED TV R>

Last year, micro LED TVs became more prominent. In addition to Samsung Electronics, Sony, TCL and Hisense exhibited micro LED TVs this year. It seems that the gap of micro LED TV technology between Korean companies and Chinese companies is only about one year. In the micro LED TV market based on assembly technology that does not require special manufacturing technology, China, which is the world’s best LED industry and infrastructure, is expected to dominate the market soon.

However, as LG Display has a unique OLED TV manufacturing technology, which has a very complicated panel structure and manufacturing process, the technological gap between Korea and China is expected to be more than five years difference. In this situation, OLED TV R, released by LG Electronics, once again realizes that Korea’s OLED technology is the best in the world.

On the other hand, TV companies’ display of OLED TVs, except for LG Electronics, has stagnated. These companies are not yet receiving 8K OLED panels and rollable OLED panels from LG Display. Even Sony does not have any special features, only OLED TVs that are well known so far.

As a result, the CES TV show was notable only for LG Electronics.

It is judged that LCD TV using mini LED that TCL has released can compete with OLED TV in this exhibition. The contrast ratio is displayed as 1,000,000: 1 similar to OLED TV. Black is a very good product that has a vibrant color and contrast ratio similar to OLED TV. However, a holo-effect was found around the bright screen displayed on the black desktop. It is a phenomenon that the surroundings appear to spread brightly. As it is invisible to non-specialists, it is competitive in price and is a product that can compete well with OLED TVs.

< TCL, 8K QLED TV with mini LED>

The meaning of ‘Flexpai’, the world’s first foldable mobile phone

Reporter : Daejeong Yoon

Having a Gen5.5 7.5K line in Shenzhen, Royole is known as a head mount display (HMD) company rather than a display company. After completing installation of equipment in the second quarter of this year, Royole has been developing panels for the target of 7.8-inch tablet PC.
RoYole has two peculiarities in OLED field. One is the world’s first mass-production of foldable OLEDs and the other is the first use of oxide TFTs in mobile displays.

 

Source: Royole Homepage

 

Because plastic film is used for the cover window of foldable phone, the display of out folding foldable phone is very likely to be damaged due to the external environment.

In fact, Samsung Display already developed a QHD resolution outfolding foldable OLED with a bending radius of 5 mm a few years ago, but the company plans to mass produce infolding foldable OLED to minimize damage to the screen from December.

Since Royole has not yet produced products with oxide TFT, the company has not achieved complete TFT reliability. Because of very low yield for the time, the available supply volume is expected to be limited even if the sales begin.

Apple adopts LTPO TFT to extend battery life time to Apple Watch Series 4

Reporter & Analyst : Daejeong Yoon

Apple released its Apple Watch Series 4 with enhanced healthcare features on a larger screen than before, in the Steve Jobs Theater at Apple Park in California, USA on September 12.

<Apple Watch Series 4, Source: Apple.com>

In this announcement, Apple brought Apple watch series 4 with a new technology called LTPO to improve power efficiency.

LTPO stands for low temperature polycrystalline oxide. It is a kind of TFT using only the advantages of poly-Si with good charge mobility and IGZO with low power driving. LTPO TFTs have low leakage current and good on / off characteristics, which lowers power consumption and increases battery life.

<Apple’s LTPO TFT patent>

In addition, Apple increased the size of its Apple Watch 4 to 40mm and 44mm. The edge-to-edge screen is 35% and 32% larger than previous models by narrowing the bezel compared to previous models. The screen resolution was 368×448 pixels for the 44mm model and 324×394 pixels for the 40mm model. The display of Apple Watch4 is a plastic OLED made by LG Display with a maximum brightness of 1,000 nit. The Apple Watch Series 4 starts at US$399 for GPS model, while the cellular model starts at US$499. The Apple Watch Series 4 is available for pre-order from Septmber14 in the U.S. with the availability beginning September 21.

Samsung Display, supplies 7-inch OLED for Virtual Exterior Mirror to Audi

Samsung Display announced on October 3 that the company will be supplying a 7-inch OLED display for Audi’s all-new electric Sports Utility Vehicle (SUV), the Audi e-tron®. The Audi e-tron has attracted attention throughout the automotive industry. One of its highlights are optional* ‘virtual exterior mirrors’ – a ‘first’ for a volume-production car.

Audi’s virtual exterior mirrors feature a small side-view camera instead of the existing side mirrors. The driver can view the images captured by the camera in real time through the OLED display installed between the vehicle’s A pillar (the column next to the front glass) and the door

<Virtual exterior mirror applied to e-Tron, Audi, Source: news.samsungdisplay.com>

The OLED display supplied by Samsung Display is equipped with one camera on each side of the vehicle dashboard, replacing the existing side mirror function, and the built-in touch sensor allows people to zoom in or out on the screen as if to manipulate a smartphone. Audi said the Virtual Exterior Mirror offers a wider field of view without blind spots, compared to a typical side mirror. It provides better visibility even on cloudy days and in dark places, and it provides a ‘view mode’ suitable for each driving situation such as highway driving, rotation, parking, etc for more convenient and safe driving. By eliminating the side mirrors that protrude out of the vehicle, it reduces air resistance and wind noise. Also, slim and beautiful design is possible, reducing the body width by 5.9 inches.

The images seen on the Samsung display that covers each virtual exterior mirror appear natural and distinct with none of the drag effects typically triggered by a slow response rate at low temperatures, while exhibiting outstanding color reproducibility. The Samsung 7-inch OLED display provides Audi e-tron drivers with an ideal visual solution, thanks to its low power consumption and innovatively thin, lightweight design, in addition to its superior imaging.

Jeeho Baek, Senior Vice President of Samsung Display, said “It is inspiring to many that our OLED display is used in Audi’s virtual exterior mirror, demonstrating that Samsung OLED technology is being optimized for cutting-edge automobile systems around the world. We will continue to actively support leading automotive manufacturers in helping them to advance the future automotive market through the use of our OLED display technology with its high resolution, advanced designs and low power consumption.”

8K OLED TV, Can we see it in the second half of the year?

 

Competition in the premium TV market is expected to be cutthroat.

The market share of OLED TV is on the rise in the premium TV market due to Sony’s entry into the OLED TV market and LG Electronics’ aggressive price cuts. However, LCD camp is responding with 8K high-resolution strategy, and attention is focused on whether it can prevent the rise of OLED in the premium TV market.

Sharp has already started selling 8K LCD TVs for the first time in the world since last year. Samsung Electronics showcased 8K TV at CES earlier this year, and will launch 8 K QLED (QD-LCD) products in the second half of the year. In the OLED camp, LG Display exhibited 88inch 8K OLED TV at CES, but the launch of 8K OLED TV in the second half is still unknown.

OLED TVs, which are currently in mass production, are based on bottom emission type. Thus, the light is emitted from the remaining portion of the pixel except the TFT region since the light is emitted through the TFT. Therefore, in the same size TV, as the resolution increases, the pixel size becomes smaller, but the area where the size of the TFT is reduced is limited, so that the area where the light is emitted becomes narrower. Consequently, in order to realize a high resolution at the same size, it is necessary to broaden the aperture ratio as much as possible or improve the performance of the emitting materials.

 

As a way of increasing the aperture ratio, there is a method of applying a top emission structure. Since the top emission structure emits light in the encapsulation direction, not the TFT direction, it can secure a wider aperture ratio than the bottom emission. However, there are pending problems that the encapsulation using opaque metal sheet should be changed to a transparent material and the color filter should be formed above the encapsulation with the change of the process.

The development of TADF blue and new blue materials is actively underway in the emitting material side.

The 88inch 8K OLED TV released by LG Display is made with a bottom emission structure and its ppi is about 100, which is about 20% higher than 80 ppi of the 55inch 4K currently being sold. When the pixel size is compared with the whole display size, the 55 inch 4K pixel is calculated to be about 40% wider than the 88inch 8k pixel.

In order to achieve the same level of brightness and lifetime as 55inch 4K, it is necessary to optimize the TFT design and improve the performance of the emitting materials to make up for the 40% decrease in pixel size. The industry is paying attention to whether the 8K OLED TV will be launched, with resolving above-mentioned issues, against the 8K LCD TV, which is expected to be released in the second half of the year.

Vivo released OLED smart phone with more than 90% display area.

Vivo, a Chinese Smartphone maker, announced on June 12 that it will launch a new full-screen OLED Smartphone ‘NEX’ as its flagship line.

NEX is the mass production model of ‘APEX’ which Vivo showed in MWC 2018 held in February. By hiding the camera at the top of the Smartphone and embedding fingerprint recognition in the display, Vivo accomplished D.A (display area) up to 91.2%.

The camera is provided in a pop-up form only when the picture is taken with the interfaced application. The speaker is built into the OLED display, and the display carries sound.

<Vivo’s new flagship model ‘NEX’, Source: netmag.pk>

Meanwhile, NEX is to be the first OLED Smartphone with over 90% D.A. Galaxy S8, the first full-screen OLED Smartphone with removing a home button, is 83.6% of D.A. D.A of the Vivo X20 Plus UD, the Smartphone that had the largest D.A to date, is 85.8%. According to GSMARENA, the NEX S, the high-end model of NEX, is equipped with a Snapdragon 845 processor, 8GB RAM, 128/256GB storage and 4000mAh battery in a 6.59 inch FHD OLED. The entry-level model NEX A is applied with Snapdragon 710 Processor, 6GB RAM and 128GB of storage on the same OLED display.

Xiaomi re-adopts OLED in two years.

After two years of the launch of Redmi Pro and Mi Note2 in 2016, Xiaomi adopted OLED again.

On May 31, Xiaomi unveiled its flagship smartphones such as Mi8, Mi8 Explorer Edition, Mi8 SE, and its smart watch Mi band3, to mark the eighth anniversary of its founding.

Xiaomi implemented the full-screen by applying a notch design to the Mi8. The size of the OLED applied to the Mi8 is 6.21 inch and the resolution is 2248×1080 (402ppi). The display area, which represents the percentage of display to smartphone, is 83.8%.

Compared with the iPhoneX, it features the same notch design, OLED application, and vertical dual camera. However, the size of the display is about 0.4 inch bigger, and the display area is about 0.9% wider. Unlike iPhoneX, there is a difference that there is a bezel at the bottom.

<Comparison between iPhoneX and Mi8, source: GSMARENA>

Compared to the Redmi Pro launched in 2016, the display increased by about 21%, DA by about 16%. In comparison with the Mi Note2, the display was widened by about 9% and DA by about 13%.

<Comparison of display size and display area for the smartphones applied with OLED>

The display of the Mi8 Explorer Edition has the same specifications as the Mi8. However, you can see the parts of the smart phone directly by eye because the back side is transparent. Like the VivoX21, fingerprint recognition is possible from the front of the display.

Xiaomi’s Mi8 SE applies with a 5.88-inch OLED with a resolution of 1080×2244 (423ppi), and Mi band3, the successor to Mi band2, has a 0.78-inch OLED.

The Mi8 and Mi8 SE is to be released on June 5 and 8 and will be sold for RMB 2,699 (about Korean Won 450,000) and RMB 1,799 yuan (about Korean Won 300,000 won) respectively. The release date of Mi8 explorer is not yet fixed and its supply price is expected to be RMB 3,699 (about Korean Won 620,000).

Samsung Electronics, is increasing full screen rigid OLED adoption.

Samsung Electronics is expected to launch next-generation smartphones with full-screen rigid OLEDs, next to the popular Galaxy A8 (2018) series. Accordingly, attention is focused whether the sluggish rigid OLED market will revive.

In early May, Samsung Electronics unveiled ‘Galaxy A6 (2018)’ and ‘Galaxy A6 + (2018)’ with full screen rigid OLED, eliminating the home button. The Galaxy A6 (2018) adopts rigid OLED with HD + (1480 x 720) resolution at 5.6 inch, and the Galaxy A6 + (2018) is applied with rigid OLED with FHD + (2220 x 1080) resolution at 6.0 inch

<Samsung Galaxy A6(2018), Source: GSM-specs.com>

On the other hand, the official rendering image of Samsung Electronics’ Galaxy J6 (2018), another entry-level smartphone, was leaked through WinFuture, the German media on May 16.

<Samsung Galaxy J6(2018), Source: WinFuture>

The Galaxy J6 (2018) is expected to have 5.6-inch rigid OLED with FHD + (2220 x 1080) resolution. Both the Galaxy A6 series and the Galaxy J6 are expected to be launched around the end of May.

Recently, the demand for rigid OLED for smartphone market has decreased due to the introduction of full screen LCD as well as LCD adoption in low-priced smartphones. Consequently, the utilization rate of rigid OLED mass production line has also decreased. According to UBI Research, rigid OLED shipments rose steadily from 2014 to 2016, but 290 million units were shipped in 2017, 8% down from the previous year.

However, the full screen rigid OLED, which was launched in the second half of 2017, started to be adopted in the VIVO X20 and Galaxy A8, and has been expanded to be applied to a number of smartphones such as the Galaxy A6 series and Galaxy J6. As the utilization rate of rigid OLED mass production lines is expected to normalize from the second half of this year, attention is growing whether rigid OLED market will be rebounded again.

LG OLED TV was selected as the best TV for 3 consecutive years.

At the best 2018 TV released recently by Consumer Reports, US consumer magazine, LG Electronics’ 65-inch OLED TV ‘OLED65C8PUA’ was selected as the best product among all the products.

<LG Electronics’ OLED65C8PUA, Source: lg.com>

Consumer Reports notes that the OLED65C8 has a good balance of price and performance. With the excellent quality of images including excellent high definition, UHD performance, and infinite viewing angles, it mentions that ThinQ AI platform, an artificial intelligence platform, is also excellent.

LG Electronics’ OLED TV series has remained in the first place for three consecutive years since being selected as the best product in 2016. In particular, the OLED TV released this year was upgraded to higher quality by installing ‘Alpha 9′, a proprietary image quality chip developed by LG Electronics, to reduce noise to half compared with previous models, and to achieve accurate colors with more sophisticated color coordinates.

On the other hand, LG Electronics’ OLED TV continues to secure its position in the premium TV market. LG Electronics announced at the conference call held on April, 26th that the sales revenue and operating profit of its HE (Home Entertainment) business division were recorded KRW 4.12 trillion and KRW W577.3 billion, respectively in the first quarter of 2018. In particular, OLED TVs and UHD TVs led the growth. The operating margin reached 14.0%.

According to LG Electronics, it will continue to operate TV business with profitability. The proportion of OLED TV sales is expected to grow from 10 percent last year to mid 10% ~20% of the total TV sales this year.

OLED smartphones of the notch design type, will become trends in 2018?

Since Apple first unveiled its OLED smartphone in the notch design type on iPhone X, lots of smartphone makers are to release OLED smartphones in succession. Attention is focused whether notch-type OLED smartphones will be become trends in the smartphone market in 2018.

Apple, which introduced notch-type OLED smartphones for the first time, is expected to launch notch-type smartphones for all three iPhone models in 2018. According to Mac Rumors, Apple will release an iPhone X successor with 5.8-inch OLED, a 6.5-inch OLED iPhone X Plus (tentative name) and a 6.1-inch LCD iPhone 9 (tentative name) in the second half of 2018.

<iPhone series expected to be released in 2018, Source: appleinsider.com>

In addition, there have been announcements for OLED smartphones of the notch design type such as Oppo R15, Vivo X21 and Huawei P20 Pro. Recently, it has been reported that the notch-type OLED are to be applied to Xiaomi Mi 7 and LG G7.

Huawei unveiled the flagship smartphone Huawei P20 and Huawei P20 Pro through a public event on March 27 in Paris, France. Both models also have a notch at the top of the displays, with a 5.8- inch LCD on the P20 and a 6.1-inch OLED on the P20 Pro, and support AOD (always on display) feature. Huawei also gives you the option to hide the notch. In the display settings for the devices, you can opt to flank the notch with black, so it practically disappears.

<Huawei P20 Pro, Source: bgr.com>

On the other hand, the Xiaomi Mi 7 is expected to adopt a notch design type OLED. According to China Focus, the evidence for a display notch was found since XDA developers noticed the notch related phrase in the Xiaomi operating system ‘MIJU 9’ setting wording while analyzing the leaked firmware file. The Xiaomi Mi 7 is said to support the AOD function along with the notch-type OLED.

The LG G7 is also expected to adopt a notch. Only, it’s incorporating a software trick to make the notch optional. According to the rendering image of xda-developers and the concept rendering video of Science and Knowledge, YouTube channel, LG G7 features a 6-inch OLED with a 19-to-9 aspect ratio and a resolution of 1440 x 3120. The LG G7 launch date will be towards the end of April or beginning of May according to the latest release date rumors.

<Rendering image of LG G7, Source: xda-developers.com>

The notch design is a type of full screen display that is applied to maximize the screen size on a limited smartphone size. Attention is focused whether OLED smartphones of the notch design type are expected to become a new trend in the smartphone market in 2018.

OLED TV continuing to evolve

At the ‘4th 2018 OLED Korea Conference’ hosted by UBI research on March 7-8, Dr. Han Chang-Wook, Chief Research Fellow of LG Display, made a presentation for the development process of OLED TVs and emphasized the image quality of OLED, design flexibility and expandability.

At first, Dr. Han introduced three core technologies including TFT technology, OLED stack technology, and compensation circuit design applied to OLED TVs. He said, “We changed the TFT as top gate coplanar structure for UHD implementation in bottom gate TFT applied to FHD.” He also mentioned “We changed the WRGB OLED pixel structure from 2 stack structure to 3 stack structure to improve the luminance and color reproduction ratio, and designed the compensation circuit so that it does not affect the OLED even on 8K large screen.”

He commented, “Unlike LCDs that control pixels with local dimming, OLEDs have pixel dimming controls, which allows for full black representation and less halo effects”

Explaining that OLED allows greater design flexibility and expandability because of the self-illuminating properties that does not require backlight, he referred to the mirror display and transparent display applicable to indoors, and the world’s first 88 inch 8K OLED TV and 65 inch rollable OLED TV exhibited at CES 2018.

Dr. Han said “We expect large OLED panel production to be tripled, compared to 2016, with the expansion of production lines and yield improvement in 2018. In addition, the company will be able to ship over 6 million large area OLED panels by 2020 through the expansion of its Paju and Guangzhou plants.” He also announced that the company will increase continuously the production for OLED panels, which were 5% of the total display panels in 2016, by 40% by 2020.

 

Samsung Electronics, releases Galaxy S9 at MWC 2018

Samsung Electronics will unveil Galaxy S9, its next-generation strategic smartphone, at MWC 2018, held in Barcelona, Spain on February 25. Galaxy S9 is anticipated to be equipped with various features such as dual cameras for the first time at the Galaxy S series and intelligent scanning, so expectations for the Galaxy S9 are rising.

The Galaxy S series continued to increase in ppi and display area (DA), starting with the ‘Galaxy S’ in 2010. The first Galaxy S was introduced with 4 inch WVGA rigid OLED, with 235 ppi and 58% DA. For Galaxy S6 which is the first Galaxy S series adopted with flexible OLED, its ppi became more than doubled and DA was 70.7% increased by 22%, compared to Galaxy S.

<Evolution in ppi and DA for Galaxy S series>

Launched in 2017, the Galaxy S8 first extended the DA to 83.6% by removing the home button and minimizing the bezel for the first time on the OLED smart phone. Through these changes, Samsung Electronics introduced a full-screen OLED display.

According to the industry experts, Samsung Electronics is expected to implement full-screen by expanding DA to 93% with 5.8-inch OLED in Galaxy S9 to be unveiled at MWC 2018.

As the full-screen OLED smart phone has become very popular with consumers, Apple, LG, VIVO and Oppo have started to incorporate full-screen OLED into their flagship models. As a result, smart phones with full-screen OLEDs are expected to become main stream this year.

Meanwhile, it is estimated that 230 million units of flexible OLED panels will be shipped in 2018 according to the recently published ‘2018 OLED Panel Industry Report’. The size of OLEDs is expected to increase steadily for implementation of full screen. Moreover, the development direction for full screen is to be from current full screen or notch type (form of making holes in speaker and camera functions) to the form of real full-screen displays, in which they (speaker and camera parts) are not visible on the front display.

<Expected development direction for full-screen>

CES 2018: Expected to Showcase Low to Mid-End Smartphones

By Hana Oh (hanaoh@ubiresearch.com)

Samsung Electronics and LG Electronics are going to unveil low to mid-end smartphones at CES 2018 instead of their mainstream smartphones.

Samsung Electronics will showcase 5.6-inch Galaxy A8 and 6-inch Galaxy A8 Plus at CES 2018. The Galaxy A8(2018) series are expected to adopt a 18: 9 ratio full screen OLED similar to Galaxy S8 design with almost zero bezel.

<Samsung Electronics’ Galaxy A8, Source: news.samsung.com>

LG Electronics is going to introduce four K series, K3, K4, K8, and K10. Among them, K10 has a 5.3 inch FHD LCD and it is changed to X series in Korea and is expected to be released at the end of January.

Meanwhile, there is an opinion that Samsung Electronics and LG Electronics’ plan to release low to mid-end smartphones is a bulwark against Huawei which announced the entry into the North American smartphone market.

Huawei has recently partnered with AT&T to sell the Mate 10 series in the US from February 2018. Mate 10 has a 5.9 inch IPS LCD, and Mate 10 PRO has a 6-inch OLED. Huawei announced that it will aggressively advance into the North American market to become the world’s second-largest smartphone maker, outpacing Apple this year.

Samsung Electronics and LG Electronics intend to strengthen their low to mid-end smartphone specifications up to the premium level as well as their flagship smartphones to dominate the smartphone market until new mainstream smartphones are launched and to check other companies including Huawei.

Meanwhile, more details such as the price and mobile provider of Huawei Mate 10 series to be released in North America will be disclosed at the CES 2018 exhibition.

<Huawei’s Mate 10 Pro, Source: GSMArena.com>

OLED applied Galaxy Book 12.0 released in Japan

<Galaxy Book 12.0, Source: news.samsung.com>

Samsung Electronics launched its Windows tablet ‘Galaxy Book 12.0’ in Japan. It has a 12-inch OLED display with an aspect ratio of 3: 2 and a resolution of 2,160 × 1,440. The size is 291.3 × 199.8 × 7.4 mm (WLH), the weight is 754 g, and the official price is 139,800 yen.

Galaxy Book 12.0 was released to the public at MWC 2017, the world’s largest mobile telecommunication exhibition held in Barcelona, Spain on February 26, and was pre-booked in Korea in April. At MWC 2017, a Samsung Electronics official said, “Galaxy book is expected to be able to target both tablet PC and notebook market at the same time, and burn-in phenomenon, which is a weak point of AMOLED panel, has been improved enough to be used for notebook applications.”

OLED, which was mainly applied only to mobile devices and TVs, has recently been applied to tablets and notebooks, widening its application range. In early 2017, Alienware launched the ’13 R3 2017 ‘with 13.3-inch OLED, and Lenovo also released the X1 Yoga 2017, which is powered by a 14-inch OLED in July 2017.

As OLEDs are applied to various applications and become the mainstream of display industry, it will be interesting to see if they can exert their influence in the tablet and notebook market as well.

LG V30 + launched in Japan and India

According to ITmeadia of Japan, NTT docomo said that LG Electronics’ smartphone ‘V30 + L-01K’ and ‘JOJO L-02K’ started to be sold in advance as from 12:00 on December 20th at DoCoMo store and web site. The full-fledged release of V30 + L-01K will be at the end of January 2018, and that of JOJO L-02K is scheduled in March 2018.

<JOJO L-02K, Source: nttdocomo.co.jp>

V30 + L-01K is equipped with 6-inch QHD OLED, 16.5 and 13.1 megapixel dual cameras, and a wide-angle camera for panorama.

JOJO L-02K is a product celebrating the 30th anniversary of the JoJo’s odd adventure series- Japanese animation. The special edition of JOJO L-02K is limited to 10,000 and the price is 125,712 JPY. It is known that it is also equipped with AR camera mode to make an effect of being with a character.

V30 + has been also available in India since December 18th. Its price is RS. 44,900 (760,000KRW); aurora black and cloud silver will be released first, and other colors will be added later. It features one free display replacement and can be purchased only through amazon.in.

The number of OLED TV products in 2017 has doubled compared to last year

OLED TV models launched in 2017 have been highly increased rather than both 2015 and 2016. 16 types of OLED TVs were launched in 2016, while 29 kinds of OLED TVs were launched which covers that the number of products has nearly doubled from last year. By company, LG Electronics released total 10 types of products which are the greater number of products launched than competitors, and followed by Loewe with 5 types of products.

<Comparison of No. of OLED TVs by each year>

Meanwhile, OLED TV market led by LG Electronics, was taken attentions of publics when Sony decided to launch OLED TV first in the early of 2017. Sony which launched OLED TV first in CES 2017 to catch public’s eyes with “Acoustic Surface” technology that can make sounds without speakers, is leading the premium market with LG Electronics by producing 55-inch, 65-inch and 75-inch OLED TVs.

The number of OLED TV products are expected to increase in 2018 more and more. According to Flat Panels HD, Philips which launched only one model with 55-inch OLED in the early of this year, decided for releasing the 6 kinds of OLED TV such as 65OLED973, 65OLED903, 65OLED873, 65OLED803, 55OLED903, 55OLED803 and so forth. It is analyzed that the strategy is to aim at diverse consumers which divides OLED TV leading the premium TV market into high-priced line with 9xx model and low-priced line with 8xx model.

The shipment in 2018 is also expected to grow. In accordance with UBI Research, it expects that OLED panel with 55-inch and more will shipped over 2.4 million units in 2018, 9.1 million units in 2022. There is much attentions how OLED TV leading premium TV market will harden its positions all the more in 2018.

<Shipment forecasting of OLED panel in 55-inch and more in 2018-2022>

AOI equipment market for OLED mobile devices is expected to reach US $ 23.3 billion by 2021

AOI equipment used for small and medium-sized OLED inspection is non-contact inspection equipment that analyzes the presence of defects by irradiating the product with light and measuring the difference in the amount of the reflected light. The AOI equipment detects not only pattern defects by recognizing the difference through comparison of repeated patterns but also foreign objects on mask and substrate before and after LLO process.

 

As a result, AOI equipment is used in almost all OLED processes such as TFT pattern inspection, mask particle inspection, OLED pixel inspection, encapsulation inspection, and pre-and after LLO substrate inspection.

 

HB Technology, DIT, and LG PRI are major AOI equipment manufacturers. HB Technology, DIT and LG PRI produce almost all AOI equipment used for OLED process, whereas HIMS mainly produces AOI for mask foreign object inspection.

 

According to the ‘2017 Inspection and Measuring Equipment Report for OLED Mobile Device’ recently published by UBi Research, the market for inspection and measuring equipment in the entire OLED equipment market is estimated to be US $ 6.63 billion (about KRW 7.3 trillion) from 2017 to 2021. Among them, AOI equipment market is expected to be US $ 2.33 billion.

 

When it comes to processes, the AOI equipment market for TFT process is expected to create the biggest market of US $ 1.36 billion, and the AOI market for OLED pixel process, encapsulation and cell process will be US $ 430 million, US $ 390 million and US $ 160 million, respectively.

 

UBi’s Researcher, Yoon Dae Jeong said, “We can discover the added value of AOI equipment in that AOI equipment can improve yield by detecting and repairing defects during the OLED process and reduce the quality cost by preventing the further process of defective products.“ “With the technological development of AOI equipment, panel manufacturers are also actively introducing AOI equipment, and the AOI market is expected to grow even larger, as the inspection items are increasingly being strengthened.”

 

<2017 ~ 2021 OLED Mobile AOI Equipment Market Forecast>

Price competition intensifies in the premium TV market- OLED TV price close to premium LCD TV

In the premium TV market, price competition is on the rise. The basic premium TV models (55 inch, 65inch, flat type) such as QN55Q7F and QN65Q7F (Samsung Elec.), OLED55C7, OLED65C7 (LG Elec.), XBR55A1E and XBR65A1E (Sony), launched in Amazon (www.amazon.com) in March 2017, are compared to one another).

<Comparison of 55 inch and 65 inch premium TV price>

As a result, the average price of 55 inch models of those three manufacturers dropped by 54.8% from March to October; especially Samsung Elec.’s QN55Q7F showed the highest drop from $ 2,798 in March to $ 1,598 in October. The 65 inch model showed a similar phenomenon. 65 inch dropped 60.0% on average from March to October while Samsung Elec.’s QN65Q7F showing the most dramatic decline from $ 3,998 in March to $ 2,498 in October.

 

Notably the price difference between 55 inch LG OLED TV and Samsung SUHD TV, both of which were released in 2016, was about $ 1,000 as of Dec 2016, and for 65 inch models, 1,500$ while those released 2017 showed a significantly narrowed price difference as of October 2017-55 inch 200$, 65 inch 300$.

 

The reason why OLED TV prices are catching up with the premium LCD TV prices is significantly due to stabilization of LG Display production yield. In particular, if the E4-2 line of LG Display, which has started operating since the second half of this year, is fully in operation from 2018, LG Display’s large OLED panel production is expected to increase by 41% to 2.4M units from about 1.7M units in 2017; the OLED TV will accelerate market expansion.

OLED TV with different characteristics and advantages by set makers

LG Electronics announced on last 11th that LG OLED TV is speeding up the popularization with the monthly sales volume of 10,000 units and above for the first time in Korea. In addition, Sony, which joins the OLED TV camp in 2017, is enjoying great popularity and continues to expand its market share in the premium TV market. As such, OLED TV is leading the premium TV market by improving cost competitiveness through cost reduction as well as excellent image quality.

OLED TVs are currently being mass-produced by LG Electronics, Sony, Toshiba and Panasonic. Although all set makers that produce OLED TVs use OLED of LG Display, they are producing OLED TVs with different characteristics and advantages.

First, LG Electronics mentioned OLED’s vivid image quality and wall paper design as advantages of OLED W7 which is a signature TV. LG Electronics mentioned that OLED, which is a self-luminous element, can express near-infinite contrast ratio and rich color close to nature, and supports Dolby vision HDR and HDR10 to experience vivid image quality. Also, introduced that a 4.6mm of thin panel provided the experience of seeing the theater screen and all parts except the panel were housed in a space called innovation stage and completed the perfect wall paper design.

<OLED TV W7 of LG Electronics, Source: LG Electronics>

Sony emphasizes sound, image quality and simple design as the advantage of 4K BRAVIA OLED TV A1E series. It mentioned that the TV screen, which attracted great attention in last year’s CES 2017, can provide an enhanced immersive feeling by applying the ‘Acoustic Surface’ that the TV screen vibrates and makes sound by itself. In addition, the ‘X1 extreme processor’ HDR chip has been applied to improve the picture quality of OLED TV, and the cable is housed in the stand on the backside so that the simple design is realized.

<Acoustic Surface of Sony 4K BRAVIA OLED TV A1E, Source: Sony>

Toshiba then mentioned a high color gamut of 100% DCI-P3 and a high brightness of over 800 nits as the advantages of the REGZA X910. It said that it increased the color reproduction rate to express natural colors and improved the brightness to express the bright and dark parts in richer gradations and strengthened HDR restoration function to realize sharp and realistic high-definition video.

<REGZA X910 of Toshiba, Source: Toshiba>

Lastly, Panasonic stated that it implemented full black and rich color expressions. Especially, it emphasized that it applied ‘Hexa chroma drive plus’ which is Panasonic’s high-definition technology to express high contrast and colors hidden in dark areas that were difficult to implement in LCD TV and reproduced the emotion that the video producer intended.

<Comparison of ‘Hexa chroma drive plus’ technology application of Panasonic, Source: Panasonic>

As such, OLED TV set makers are introducing different OLED TVs that emphasize their characteristics and advantages. In addition to the above four makers, LOEWE of Germany and B & O of Denmark are expected to continue to launch OLED TVs, including mass production of OLED TVs or preparations for mass production. Based on the unique technology of set makers, it is worth noting that OLED TVs with what kind of characteristics and advantages will be produced.

LG Electronics, Big step on popularization of OLED TV

<OLED TV of LG Electronics Source: LG Electronics>

 

LG Electronics OLED TV is speeding up its popularization with exceeding monthly sales of 10,000 units for the first time in Korea.

‘LG OLED TV’ was sold every four minutes last month. Compared to the beginning of this year, it’s double. LG Electronics expects sales increase of OLED TVs in the future and to rapidly increase market power.

The secret to increasing sales is recognition of outstanding image quality. LG OLED TV, this year, was first in the performance evaluation conducted by nonprofit consumer magazines in 11 advanced markets including the US, UK, Germany, France, Italy, Spain, the Netherlands, Sweden, Belgium, Portugal and Australia. Unlike LCD TVs, the contrast ratio is high because it emits light without backlight. So it presents perfect black and realizes a lively screen.

Consumers consider picture quality the most when purchasing TV. According to a consumer survey conducted by LG Electronics, over 40% of the respondents cited image quality as the top priority when purchasing TVs. This percentage is the highest of all purchasing considerations.

Reasonable price is also the cause of good sales. LG Electronics has continuously developed technology for more consumer to experience OLED TV image quality so as to reduce the. 55-inch OLED TV prices have fallen to the mid-2 million won. It is no different from premium LCD TVs. In 2013 when LG Electronics first launched OLED TV, it was worth 15 million won.

‘LG OLED TV’ accounted for about 30% of LG Electronics domestic TV sales this year and settled perfectly in the market.

Son, Dae-Gi, LG Electronics Korea HE Marketing FD, emphasized “we will expand sales to allow more customers to enjoy ‘LG OLED TV’ image quality and have a solid profit structure by raising premium market power”.

Fraunhofer FEP will show bidirectional AR / VR head mounted display devices based on OLED microdisplay.

Fraunhofer FEP announced that they would show bidirectional AR / VR head mounted display devices based on OLED microdisplay at AWE Europe 2017 from October 19-20. According to Fraunhofer FEP, OLED microdisplay supports SVGA (800 x 600) resolution and can display augmented reality and virtual reality of 2D and 3D content via USB interface and HDMI connection. In addition, it is known that it is possible to use an eye tracking system that uses a photodiode to detect a user’s gaze.

 

<New HMD device of Fraunhofer FEP, Source: Fraunhofer FEP>

 

Judith Baumgarten, developer of Fraunhofer FEP, commented, “This exhibition will showcase the quality and versatility of OLED microdisplay,” he said. “It will be a great opportunity to demonstrate Fraunhofer FEP know-how in electronic design.”

In the meantime, AR/VR devices have been developed mainly in the fields of entertainment and games. Fraunhofer FEP, however, is expected to support designers, engineers, surgeons, etc. and enable them to be used as educational media in almost every field.

On the other hand, augmented reality and virtual reality technology are attracting great attention as one of the main technologies of the 4th industrial revolution that has recently attracted attention, and products such as Oculus Rift and Gear VR are continuously being released. According to UBi Research, the AR/VR market will expand full scale in 2019, when 5G is introduced, which can mass-produce UHD contents and transfer large volumes of content fast and the total revenues of virtual reality and augmented reality products will reach $ 58.7 billion by 2021.

AUO unveils round OLED and foldable OLED for the smart watch in Touch Taiwan 2017.

AUO showed the OLED that can be collapsible and three kinds of round OLEDs (1.2-inch, 1.3-inch, 1.4-inch) for the smart watch in Touch Taiwan 2017 held on 20th.

The round OLEDs in 1.2-inch and 1.4-inch of AUO are 326ppi, and it lowers an electric consumption at 30% versus former production goods. AUO also improves the visibility capacity in outdoor by embedding the brightness increase mode to make a display screen of two kinds of round OLEDs be clear even under bright sunlight.

The 1.3-inch OLED aimed at the smart watch for kids is light in weight, and strengthens the usability with a power saving mode and an intuitive touch interface function.

AUO displays two types of 5-inch flexible OLEDs that can be rolled or folded. Such two types of 5-inch flexible OLEDs apply the plastic board and AUO self-developed structure (special structural layer).

 

<AUO, 5 inch foldable OLED touch panel>

 

The 5-inch foldable OLED combines a flexible touch screen sensor that is developed by AUO itself.  The company said “it would provide excellent image quality, even if the curvature radius of the folded part is 4mm and less”.

For 5-inch rollable OLED, they explained “The thickness of the panel is just 0.1mm and only 5g. This model with the rolling radius of 4mm will provide wide color gamut”.

In last SID 2017, AUO has announced about that they applied the structure locating the TFT (Thin Film Transistor) and TFE (Thin Film Encapsulation) at the neutral axis to stand the compression stress or tensions during being folded.

UBI research publishes 2017 OLED lighting report : LG Display, ready to mass-produce OLED light panel, expecting OLED lighting market to grow fast

■ LG Display starts mass production of 5G OLED panel for lighting from the end of September

■ OLED lighting panel market is projected to grow from US$ 1.9billion in 2021 to US$ 5.8billion by 2025

 

LG Display will start mass production of 5G OLED light panels from the end of September, therefore attention is focused on whether the OLED lighting market is growing rapidly. According to LG Display, monthly production capacity is 15K, and it is to be increased to 90K later.

 

According to the ‘2017 OLED Lighting Annual Report’ published by UBI Research on August 8, the global OLED lighting panel market is expected to grow to about US$ 1.9 billion by 2021. Furthermore, it is projected to have a CAGR of 85% for the period 2017-2025, and form a market of US$ 5.8 billion in 2025.

Because OLED lighting is thin, light and flexible, it does not limit the installation space and has excellent design autonomy. In addition, OLED lighting is used for automotive, exhibition, and medical as well as general indoor lighting because it can create a comfortable atmosphere with little heat and flicker.

 

However, the market for OLED lighting has been slower than that of OLED display, which is widely applied to mobile devices and TVs. Osram focuses primarily on automotive OLED lighting, and Philips sold its OLED lighting division to OLEDWorks. Also, Japanese panel makers such as Sumitomo Chemical and Konica Minolta have developed OLED lighting for industrial and medical applications. Nevertheless, it seems to take time for OLED lighting to become eventually a large market.

With LG Display’s mass production of Gen5 OLED line, the price of OLED light panel is estimated to drop below US $ 10 (100 x 100 mm). The significant price competiveness might enable OLED panels to be applied to various areas such as automobile and display lighting as well as indoor lighting. Owing to this expectation, attention is focused on whether the OLED lighting market, showing signs of slow growth, can be materialized.

UBI Research predicted that LG Display would account for about 70% of the world’s lighting OLED panel market in 2017, and will continue to lead the OLED lighting panel market with a 50% market share in 2020.

 

Meanwhile, ‘2017 OLED Lighting Annual Report’ describes trends of next-generation lighting market, promising applications, cost analysis upon the investment of LG Display and forecast of OLED lighting market. Since it analyses particularly OLED lighting market, materials market, and equipment market forecasts for OLED lighting from various perspectives, it is expected to help the related companies identify the OLED lighting market.

 

<Sales forecast for total OLED lighting panels>

 

LG DISPLAY, Will lead global TV market with OLED

LG Display invited about 200 people of Chinese set makers, distributors and related experts and had ‘OLED Partner’s Day’ to share the status of premium TV market and OLED TV business development at Renaissance Capital Hotel in Beijing, China on September 12.

 

<Source : LG Display>

 

In the expert forum on the day, key executives from distribution and set makers such as LG Electronics, Sony, Philips, Skyworth, Suning and related organizations such as electronic committee and awards association participated and agreed that OLED will lead the TV market in the future. Forum participants, Liu Tangz(刘棠枝), CEO of Skyworth, said “The Chinese TV industry is currently in a state of saturation, but OLED TV, which can offer new value, will be a breakthrough in the display industry,” and commented “OLED TV will help increase brand awareness and market share.”

 

Yeo Sang-Deog, LG Display CMO, said, “OLED TV has already become the market trend” and emphasized “We will lead the market with OLED TV, a true future display that can deliver value beyond TV.”

 

Since LG Display began mass production of OLED TV panels in 2013, it has expanded its customer base to 13 major companies in Europe, Japan and China, starting with LG Electronics. World TV set makers such as LG Electronics, Skyworth, Concha, Philips and Panasonic have set OLED TV products on the front at the IFA (International Consumer Electronics Show) 2017 in Berlin in early September.

 

OLED TV’s market competitiveness is getting higher as major set makers in the world recognized the value of OLED TV, which has various advantages such as image quality, thickness, design, viewing angle and power consumption and aggressively launch products.

 

Yeo Sang-Deog CMO emphasized the confidence in quality, he added, “In addition to securing stable yields, we will increase the output to 1.7 ~ 1.8 million units in 2017 and 2.5 million units in 2018.” and explained that they finished all the preparations that OLED TV can influence in terms of production.

 

<Source : LG Display>

 

OLED TV has been rated as one of the best products by the world’s leading professional rating agencies such as ‘Consumer Report’, a nonprofit consumer organization in the US.

 

OLED TV can be used for interior decoration that displays pictures and photos even when not watching TV, and easy to apply on various AI platforms so that there is no limit to the range of applications. LG Display expects OLED TVs with infinite scalability to change the lifestyle of consumers.

 

“OLED is a true future display that can deliver new value to the TV market,” said Yeo Sang-Deog CMO and “LG Display plans to carry out a variety of promotional activities to enable more consumers to know and experience the value of OLED.”

 

LG Display plans to build an OLED landmark in Guangzhou Tower while operating an OLED experience center in the core city of China.

 

Meanwhile, Vincent Teoh, editor-in-chief and image quality expert at HDTV Test, explained that the TV picture quality test conducted recently proved the overwhelming superiority of OLED TV in all aspects such as contrast and color accuracy, famous Chinese photographer Tungmeong (童梦) shared the experience of use from the user perspective that OLED is the best display to realize the natural color.

 

On the other side of the event hall, there prepared the experience zone that can compare structure and image quality of OLED, gallery that can be observed high-end products such as CSO and wallpapers TV and products released by customers allowing attendees to directly experience the benefits of OLED TV.

[iMiD 2017] TCL, Development focusing on Solution process OLED and QLED

TCL’s Xiaolin Yan CTO addressed solution process OLED TV and self-emitting QLED TV as premium TV after white OLED TV at iMiD 2017 keynote address in BEXCO, Busan on 29th.

 

 

Yan CTO noted that white OLED TV, which is currently leading the premium TV market, meets all the requirements of premium TV due to its superior image quality, design differentiation, high resolution realization and nature-friendly characteristics compared to QD LCD TV.

 

In addition, the price that is higher than the current QD LCD TV is expected to be overcome by applying the solution process, and mass production is also expected in 2019.

 

Yan CTO predicted that the “solution process would be easy to produce 75-inch panels at Gen 10.5 because the process can be performed without splitting the ledger,” and “it is also possible to produce full-emission RGB OLED TVs.” However, he emphasized that the compatibility of materials and equipment and the development of ink forming process technology should be done.

 

 

Following to that, “QLED structure is very similar to OLED structure, so it is easy to apply the technology because of the low entry barriers,” he said. “The lifetime and efficiency of the blue light emitting layer compared to the current OLED is very low, and performance must be ensured without the use of cadmium.”

 

Lastly, He mentioned the establishment of printing technology in Guangdong JUHUA to promote the commercialization of solution process OLED TV and self-luminous QLED TV, and emphasized the cooperation of material, equipment and panel makers to develop next-generation premium TV.

 

LG Electronics leading OLED TV camp to premium sensation

<LG OLED TV exhibited at IFA2016>

LG Electronics is expanding its OLED TV camp to dominate the premium market. LG Electronics decided to supply OLED TV since September to Danish prestigious audio company B & O (Bang & Olufsen), making a fruitful result of OLED TV expansion.

‘B & O’ held an OLED TV public event in Berlin on Aug 30th in local time. ‘LG OLED TV is equipped with its own sound technology and will be shown to visitors at ‘IFA 2017’ from September 1 to 6.

LG Electronics also emphasized that the OLED TV camp is on the constant rise. It is expected that there will be 13 manufacturers exhibiting OLED TV at ‘IFA 2017’. As the number of companies increased from 11 last year, it is said that these companies are planning to execute their premium marketing strategies by bringing OLED TV in front.

LG Electronics analyzed that mushrooming OLED TV sales among many companies are attributed to securing a stable profit structure. As Chinese and Taiwanese makers are investing heavily in LCD panel production, the price competition is likely to be intensified in the future and LCD technology has already reached the maturity phase, difficult to be differentiated with LCD. Taken the market environment into consideration, TV makers have been targeting a premium market with differentiated OLED TV.

LG Electronics announced that OLED TV makes the profit structure of LG Electronics stable and secure. The HE division in charge of TV business stated that it achieved 8.5% of operating profit (sales 8,561 billion KRW, operating profit 725.2 billion KRW) in the first half of this year. LG Electronics mentioned the premium OLED TV has brought the high profitability and noted that OLED TV sales accounted for 15% of sales in the first half of LG Electronics’ business operation.

The LG OLED TV currently being commercialized has swept the various awards by media and experts all over the world, and is ranking number one in the performance evaluation. The screen quality, sound quality and design have been complimented in the TV’s key elements.

Particularly, at ‘IFA 2017 in Berlin Germany, LG Electronics will aggressively approach and further strengthen the premium TV market from September 1 to 6, introducing the advanced screen quality technology of ‘LG OLED TV’. “We will enhance our leadership in the global market by bringing OLED TV presently reorganizing the premium market in front.”

2Q OLED panel shipments, continued to rise

■ Panel shipments of smartphones grew 2.6% YoY to 95.3million units

■ TV OLED panel shipments reached 370,000 units, up 165% YoY

 

According to Ubi Research, OLED panel shipments for smartphones in the second quarter of 2017 were 96.3 million units, up 2.6% from 92.9 million units in the same period last year.

Compared to the previous quarter (94.7 million units), it increased by 0.6%.

<OLED panel shipments for smartphones>

 

Samsung Display has a market share of 96.7% in the second quarter of 2017 and is the number one player in the small and medium sized OLED market. Galaxy S8 and S8 + are showing robust sales, and Samsung Display’s small to medium sized OLED market is expected to continue to remain strong for the time being with OLED adoption of Galaxy Note 8 and some models of the iPhone 8.

OLED panels are also applied to LG Electronics’ V30, which is expected to be released on the 31st, and major smartphone makers in China are also expanding their OLED panels. The OLED panel market for smartphones is expected to grow steadily, and the trend for smartphone displays is expected to gradually shift from LCD to OLED.

 

<TV OLED panel shipments>

 

On the other hand, TV OLED panel shipments are growing 370,000 units, up 165.0% from 140,000 units a year earlier. Compared to the previous quarter (306,000 units), it increased 21.2%.

The OLED TV market is expected to expand gradually this year with Sony’s participation in OLED TV camps.

LG Display’s Paju E4 new line is expected to be fully operational from 3Q and TV OLED panel production is expected to increase steadily.

LG OLED TV, Has Won the ‘EISA Awards’ 6 Years Straight

On August 15th, LG Electronics’ premium TVs including OLED TV received EISA’s most prestigious award in Europe.

 

<LG OLED TV (model: OLED65E7), Source: LG Electronics>

 

LG OLED TV (model: OLED65E7) was selected as ‘EISA OLED TV’ by the European Imaging and Sound Association (EISA). LG OLED has once again proven its advanced technology by winning the ‘EISA Award’ for six consecutive years since 2012.

The association commended “LG OLED TV has the ability to deliver perfect black for an incredible picture as well as vivid color expression and wide viewing angle”. “And black expression and brightness has improved compared to last year.” In addition, the judges were also impressed by its diverse HDR such as Dolby Vision and HDR10, ultra-slim design, rich sound of Dolby Atmos, and convenient usage.

 

<LG Sound Bar (model: : SJ9), Source: LG Electronics>

 

LG Sound Bar was recognized with the ‘EISA Sound Bar Award’. It was cited as being one of the rare products with both luxury design and sound. The judges also said it is well harmonized with surround sound and rich medium-low sound due to Dolby Atmos technology.

The ‘EISA Award’, held by EISA(European Imaging and Sound Association), is highly recognized worldwide in the field of imaging and sound. EISA is the Europe’s largest multi-media association of AV experts from 20 countries. Since 1982, it has selected the best products in the field of sound, imaging, photography and mobile devices every year. The jury, composed of reporters and external technical experts, selects the winners so it is highly credible.

“We will continue to lead the premium TV market with the products that are recognized for their advanced technology,” said Kwon Bong-suk, vice president of LG’s HE business.

Stretchable OLED commercialization is on the rise

Samsung Electronics and LG Electronics have steadily been releasing smartphones and smart watches using flexible OLED since 2013, and electronics companies in China have begun to put out one of them. In particular, Apple, the leader in the smartphone industry, is also seeing the launch of iPhone with flexible OLED, and the flexible OLED market is expected to grow further.

The shape of the flexible OLED was expected to be changed to foldable and rollable beyond the bendable. Recently, however, the display industry has surpassed this trend and has been focusing on the development of stretchable OLEDs.

 

<Development Roadmap of OLED, Source: Ubi Research>

 

A stretchable OLED is a type of a flexible OLED that is finally evolves, which means OLED having elasticity as like rubber band.

 

Samsung Display unveiled this stretchable OLED at SID 2017. Samsung Display’s stretchable OLED is 9.1 inch and implementable both convex and concave shapes. At the time, Samsung Display announced that it realized the world’s first technology to maintain the existing image quality while increasing the screen size to 12 mm in concave mode.

 

<9.1 inch stretchable OLED displayed by Samsung Display, Source: Samsung Display>

 

LG Display will also develop the stretchable OLED. LG Display announced on June 6 that it will develop backplane and photoluminescence materials, devices, and process source technologies with elasticity of more than 20% for a total of four years through a consortium with Korea University.

 

In addition, LG Display has developed flexible plastic substrate materials, flexible wiring materials and transparent electrode materials, stretchable organic light emitting materials, and flexible encapsulates, they will also acquire essential process technologies including thin film transistors (TFTs) and process architectures that enable low-temperature processing.

 

At present, stretchable related technology is not yet applied to production, or elongation is only about 5%, and the number of repeated stretching is limited. In addition, most of the source technology is in overseas, it is expected that Samsung Display and LG Display will be able to secure technological gap with latecomers.

Stretchable OLED is free of form restrictions and expected to produce applications in new areas when applied to a variety of applications such as smart phones, tablets clothes and human skin when they are commercialized.

LG Electronics, “Sales of the Premium TV in 2017 would hold 60%”

 

LG Electronics spoke that “The portion of premium TVs in total TV sales will be increased from about 40% in 2016 to around 50% in first half of 2017 and up to 60% in the end of this year.” at the conference call in Q2 2017, which was held on 27th.

The performance in Q2 for HE area of LG Electronics showed 4 trillion and 234.9 billion won in sales, and 343 billion won in operating profit. The QOQ on sales was declined to 2.1%, and the demands of the global TV market are continuously reducing, but the sales of the same quarter in last year showed 1.9% growth through the sales expansion of the OLED premium TVs.

Jin-ho, Ha, the HE director of LG Electronics said that “The Q2 performance was slightly decreased in QOQ and same quarter in last year due to the panel cost increase and marketing promotion for the new product launching, but we sustained healthy profit structures through the expansion of the premium TV sales and the improvement of cost structures consistently.” And also expected, “There are concerns on the slowdown in growth of worldwide TV market for the interest rate hikes and the oil price decrease, nevertheless, the premium TV market will steadily grow according to the demand increase on OLED TV and UHD TV.”

Subsequently, he answered on the question of the counterstrategy for the SONY, “It is not just right time to judge the OLED TV of SONY yet, but until now, we think that the OLED TV of us is quite superior regarding the aspect of design of products, image quality, and its lineup and so on.”

On the recent investment for large-sized OLED of LG Display, “LG Display and LG Electronics, both of us, will wisely take and proceed the world best strategy together of premium TVs by strengthening the premium status of OLED TV.”

He explained on the TV business of LG Electronics, “We have been improving the profitability focusing on the premium lines, and also completely avoiding the quantitative competition. We plan to continuously sustain the quality-oriented rather than quantity.” He added, “We will pursue the activities to intensively keep the premium image of OLED.”

They stated to be maintaining the stable profit structures with aiming at continuous sales expansion of premium products through the marketing promotion for the premium TV-oriented to prepare the high-season for the TV market in second half.

Samsung Electronics’ Display Business Recorded Operating Profit of 1.71 Trillion KRW in Q2, 2017

 

Samsung Electronics announced that it reached sales of 61 trillion Korean won and operating profit of 14.07 trillion Korean won, and the display business recorded 7.71 trillion won and operating profit of 1.71 trillion won, through the Q2 2017 Earnings Conference Call on 27th. Its display business has recorded more than 1 trillion won in the black, for 4 consecutive quarters since Q3 2016.

 

According to Samsung Electronics, its earnings for Q2 2017 has increased compared to the previous quarter due to the expanded sales of flexible OLED panels and high value-added LCD products.

 

The OLED division saw its earnings improvement on the back of flexible products sales increase due to the expanded sales of major customer flagship models, and accounted for low 60% of sales. The LCD division also improved earnings by expanding the sales of high value-added products, mainly UHD and large TVs.

 

The OLED division is expected to see sales growth for the second quarter of this year due to the expanded supply of flexible products compared to the last quarter. However, there will be fiercer competition with LTPS LCD in the mid to low-end market and a risk of cost increase resulting from ramp-up of new capacity lines. Accordingly, Samsung plans to improve profitability by aggressively responding to major customer demand through stable ramp-up of new lines and improving product mix.

 

The LCD division is anticipated to be in a supply-demand imbalance due to set companies’ stock increase of panels and panel suppliers’ supply expansion, but premium TVs such as high resolution and super-size TVs are expected to continue to grow. Samsung has a plan to increase profitability by promoting yield and cost improvement activities and by expanding the sales of not only high value-added products such as UHD and large-size products but also differentiated design products such as frameless and curved products.

 

Samsung Electronics recorded sales of 93 million mobile phones and 6 million tablets in Q2 2017, and in the third quarter, the sales of mobile phones and tables are likely to increase slightly and remain flat, respectively quarter on quarter. The sales volume of LCD TVs is expected to reach 9 million units and grow at low single in the third quarter.

 

Samsung Electronics invested a total of 12.7 trillion KRW in its facilities in the second quarter, of which 4.5 trillion KRW were invested in the display. This year’s investment plan for facilities is yet to be determined, but investment is expected to increase substantially from last year, especially for semiconductors and displays. The display division plans to invest in production expansion to meet the increasing demand for flexible OLEDs.

 

Director Lee Chang-hoon of Samsung Display said, “The smartphone set makers’ OLED adoption will continue to increase with the constant strong demand for it. The current OLED line is being resiliently operated in line with market and customer needs”. He added “We will continue to use and operate OLED lines strategically in accordance with market demand and customer needs.”, and explained they are not considering the plan to further shift LCD lines into OLED.

AR and VR Market, Active Expansion in 2019 – What Propels the Growth?

  • Forecast of US$ 58,700 million of total revenue of AR and VR in 2021
  • Active expansion expected in 2019 with UHD contents mass production and fast transfer of large size content for VR through introduction of 5G

 

With recent ICT (Information and Communication Technologies) progress, fourth industrial revolution is receiving attention as the new growth engine. Along with the increased interest in augmented reality (AR) and virtual reality (VR), products such as Oculus Rift and Gear VR continue to be released.

Released AR products include glass types such as Microsoft’s HoloLens and Google’s Google Glass. HMD (Head Mounted Display) based VR type products include Oculus VR’s Oculus Rift, HTC’s Valve, and Sony’s PlayStation VR, and smartphone based VR types include Samsung Electronics’ Gear VR.

According to AR and VR Display Market Report published by UBI Research on 7th, AR and VR product shipment is expected to record 17 million units in 2017 with US$ 3,900 million revenue. UHD contents mass production and introduction of 5G for fast processing large size VR content are expected from 2019. Accordingly, total shipment of AR and VR products is estimated to increase at approximately 54% CAGR, and show 96.4 million units of shipment and US$ 58,700 million revenue.

The report divided the market by product and display for AR and VR market analysis, which is further categorized into AR and VR product total market, market by VR product, AR and VR use display total market, AR and VR use OLED, and market by other display type.

For immersive virtual reality experience without dizziness, display conditions such as latency, FOV, refresh rate, and high resolution were selected as key issues and were analyzed. AR and VR products released between 2014 and 2016 were arranged by types, categorized by display type and key companies and analyzed.

Furthermore, business status of key IT companies, including Apple and Facebook, is included handling AR and VR product release status, related patent, and related company takeover. With the information on key panel companies’ AR and VR product exhibition status, the report is expected to be conducive to understanding key trends of related companies.

UBI Research estimates AR and VR use OLED shipment to be 2.6 million units in 2017, with 2.4 million units of other displays. OLED is expected to show 52% of market share with 48% of other display. In 2021, AR and VR use OLED is expected to show shipment of 52 million units and occupy 80% of the market.

<Shipment Forecast by AR and VR use Display Type>

OLED TV is the competitive TV covering the whole areas such as the design and the sound quality as well as the image quality.

“While the existing OLED TV is focused on the image quality, the current OLED TV is not only picture quality but also covering any areas including the design and the sound quality.”

In the keynote address for the workshop of ‘the 12th Display National R&D Projects’ held on 5 July in Hoengseong, Gangwon-do, Soo-young, Yoon, a director of LG Display, introduced the advantages of OLED TV such as superior image quality, design freedom, and sound quality improvement including the capacity of the light and shade, and color implementation.

 

 

He said, “It is unlike LCD, OLED is the self-emitting, and be able to be controlled by a pixel unit, so that it is capable of expressing the perfect black, and implementing the unlimited contrast range. Therefore, OLED is the best display to express the stars or a bright moon in the darkness.” And also, he emphasized that “OLED TV is free to express the middle gradation through the precise color expressiveness, so that it is able to realize the vivid color as realistic.”

 

Subsequently, he introduced the wallpaper and CSO (crystal sound OLED) which attracted lots of attention in last CES 2017, “If the existing OLED TV is an image quality-oriented, the current OLED TV goes through any areas such as the design, sound quality but also the image quality. Especially, the embedded speaker methods are able to realize the high level of immersion, by agreeing the position of the mouth and the sound along with the effect of design advancement.”

A director, Soo-young, Yoon, also introduced the transparent flexible OLED which can implements the radius of curvature 80R, 40% penetration ratio, and 77-inch UHD, that developed for the commercialization, and mentioned that the transparent and flexible display will be a future display. He also said that they are on-going to develop the devices and materials for solution process, and it needs to be discovered the new application and new form factor.

Finally, he mentioned the P10 factory at Paju, “We expect to ultimately produce new OLED TV at P10 factory which plans to be completed by the end of this year through thorough preparation.”

 

How about the future OLED market performance?

At the seminar titled “OLED market analysis and the latest technology” host by the UBI Research at the FKI last June, the president, Lee Choong Hoon predicted the market through analyzing the OLED industry investment and mass production in the first half of 2017.

President Lee Choong Hoon emphasized that China will lead the OLED equipment market by 2021 due to increase in OLED demand of Chinese set makers. Accordingly, the Chinese equipment market is expected to account for about 48% of the entire equipment market in 2021, investing approx. US $ 40.5 billion.

It is anticipated that such movement of Chinese companies will affect the OLED smartphone market. In 2019, OLED smartphones will reverse the LCD smartphone market, accounting for 80% of the total smartphone market by 2021.

On the other hand, as for the flexible OLED, between 2017 and 2019, Samsung Electronics expects to invest heavily in BOE to be ranked second in the flexible OLED market, which should cope with the increasing demand on flexible OLED of Samsung Electronics and Apple.

 

 

President Lee analyzed that the premium TV market will be formed with larger than 65 inches as the 65-inch panels will be mass-produced at BOE’s Gen10.5 LCD plant from 2018. Consequently, panel makers without Gen10.5 will produce 65 inch panels on the Gen8 line in MMG (multi-model on a glass) method. On the other hand, LG Display is expected to continually produce TV OLED panel at Gen8, and since 2020 at Gen10.5 line.

According to ‘2017 OLED Manufacturing Equipment Annual Report’ published by the UBI research, from 2017 to 2021, it is anticipated that TFT equipment will account for 45% of the market share, followed by OLED pixel forming equipment 17%, encapsulation equipment 13%, cell equipment 13% and module equipment 12% respectively. As the demand on flexible OLEDs is expected to increase remarkably in the future, the market share of cell and module equipment will accordingly increase by 25% with high importance.

OLED, the mainstream of HMD devices for VR

The ‘PlayX4’ opening ceremony, a next-generation augmented game show, was held at Kintex exhibition hall 2, Ilsan, Goyang, Gyeonggi-do on the 25th. During the event, a number of companies presented VR contents, using HMD (head mounted display) devices in application of OLED, such as Oculus Rift, HTC Vive and Gear VR to improve immersion and reduce motion sickness.

Realitymagiq, a professional of VR game developer, introduced a multiplay game. In reply to a question on immersion into VR, “Device performance is essential for immersive in VR, and to reduce latency, the major culprit for sickness, OLED is more than enough,” said Kim Sung-kyun, the CEO of Realitymagiq. “However, resolution needs to be further developed and so does GPU performance.”

 

 

Motionhouse Co., Ltd. has introduced MotionGear for users to experience tilting and engine vibration during actual driving. Oculus Rift OLED-applied headset, was used; “Oculus Rift was the one that could minimize the motion sickness most”, said a participant.

 

 

Latency refers to the time length for the CPU to receive information from the tracker and output, which is related to the response time of the display and the information processing of the graphics card. The response time of the display required in VR is known to be less than 3ms. Samsung Display compares the response time between OLED and LCD on the blog and emphasizes that OLED is the optimal display for VR HMD device.

 

The Response time between OLED and LCD, Source: blog.samsungdisplay.com

 

In fact, many VR content companies used OLED-applied HMD devices such as Oculus Rift, HTC Vive, and Gear VR, and users seemed to enjoy VR game, not suffering from dizziness

Recently, aside from Oculus Rift and HTC Vive, many HMD makers such as recently launched Sony’s PS VR and Royole’s Royole Moon are OLED-based, not LCD, and surely the OLED application is expected to expand further.

LG Display, Will Unveil Its Next-generation Displays at’ SID 2017’

SID 2017

LG Display will unveil future displays at ‘SID 2017’ to be held at Los Angeles Convention Center, USA from May 23 to 26. LG Display will prepare its own booth under the theme of “Our Technology, Your Innovation” and showcase its unique displays at three Zones of OLED TV, IT & Mobile, and Automotive.

First of all, LG will display its paper-like ultrathin 77-inch UHD Wallpaper TV. Due to OLED Technology, this TV has an excellent resolution and is so thin and light that it can be tightly attached to the wall, thereby maximizing the design effect. LG’s 65-inch UHD Wallpaper TV panel which will be unveiled was selected as ‘the Best Display of This Year’ for its highest technology at the SID.

<LG Display’s 65” UHD Resolution CSO(Crystal Sound OLED), Source : LG Display>

 

In addition, LG Display will showcase its 65-inch UHDCSO(Crystal Sound OLED) with a new function of display producing sound and 55-inch FHD transparent display making natural and transparent screen, which can show at a glance future displays that are being developed by LG Display.

LG Display applies in-TOUCH technology with a touch sensor embedded in panel to 24-inch monitor as well, while providing differentiated values to the IT market through its large and high-resolution displays. in-TOUCH technology doesn’t need Touch Cover Glass, so it features not only a light and excellent touch function but also a more sophisticated design by reducing the thickness of panels and bezel.

LG Display will also unveil state-of-the-art IT products such as the world’s largest 37.5-inch 21:9 curved monitor that maximizes immersion and 31.5-inch 8K monitor with high-resolution like reality.

<LG Display’s 12.3-inch automotive front display (Down), Transparent(Up), Source : LG Display>

 

LG Display suggests the future of automobiles, with its sophisticated design and excellent resolution in the rapidly growing automotive display field. By featuring multi-layers of 12.3-inch front display and transparent display, LG’s automotive display provides a sense of three-dimensions similar to existing analog Cluster. Also, LG Display will prepare a display booth for visitors to experience various displays in car such as mirror display that can replace Room Mirror due to its high reflectivity of more than 75%.

LG Display’s CTO(Chief Technology Officer), Kang, In Byeong said, “LG Display has made the world’s first display’ including IPS and OLED TV, and “LG Display will lead the next-generation display market with its continued technology development”.

OLED of Samsung•LG Display, Selected as the Display of the year

Samsung Display and LG Display announced on the 18th that their technology were recognized as OLED respectively in the Society for Information Display (SID), the world’s largest Display society.

 

According to the two companies, in SID awards, Samsung Display’s quad-edge flexible OLED is selected for ‘DIA, Display Industry Awards’ and LG Display’s 65inch UHD Wallpaper OLED TV panel is selected for ‘Display of the Year’

 

SID awards the prize to promising innovative display products, components, and applications that unveil the future of the global display industry among the products launched last year.

 

<Samsung Display’s quad-edge flexible OLED, source: Samsung Display>

 

According to SID, Samsung Display’s quad-edge flexible OLED in Galaxy S7 Edge was the first in the industry to display the top, bottom, left, and right sides of the display in a curved shape, and won the Display Industry Awards for its outstanding technology.

 

This product uses a BM (black matrix) area minimization design technology to further reduce the bezel by 0.2mm, the upper and lower end portions (curvature radius 25R) were finely changed to realize a gentle curved shape. In addition, for the aesthetics and comfortable grip, the left and right edge portions of the panel were subjected to four different curvatures (curvature radius 35R → 9.4R → 5.4R → 3.8R).

For this award, Jeon, Seok-jin, marketing director of Samsung Display mentioned “Samsung Display has introduced differentiated products in the market through the state-of-the-art flexible OLED technology,” and said “We are pleased to continue to lead the display market with quad-edge flexible OLEDs.”

 

<LG Display’s 65inch UHD Wallpaper OLED panel, source: LG Display>

 

On the other hand, LG Display’s 65-inch UHD Wallpaper OLED panel, which was selected as the display of the year, was evaluated as an innovative product that not only realizes excellent image quality by adopting OLED technology but also presents new potential of display in terms of application range and design.

 

The OLED TV with this panel has already won numerous awards from the world’s leading media such as ENGAGET and SINET as well as CES 2017, On the 16th, it received 89 points (TV evaluation part) which is the highest point from the consumer report, American consumer media.

 

OLED panel applied to 65inch UHD Wallpaper OLED TV is less than 1mm thick and when it is made in TV set, thickness is less than 3.55mm and weighs only 7.4kg so that it can be brought into close contact with the wall like a frame. In addition, maximizing the design effect increases the immersion feeling when watching TV.

 

Yoon, Soo-Young, managing director of LG Display Research mentioned “LG Display has been innovating differentiated products, technologies and core competencies and providing new value to customers and consumers,” and said “As a company representing the global display industry, we will continue to do our best to lead the next generation of technology.”

2017, Will be the Year of OLED TV?

On 16th, Consumer Reports, an American consumer magazine rated LG Signature TV W 89 scores in the TV quality category. It was an all-time high, overtaking LG OLED TV(OLED65C7P) that ranked number 1 with 88 scores in the ‘4K TV(Best 4K TVs to Buy Right Now)’ category in April.

 
LG Signature TV W features not only the thinnest display(4mm including a wall-mounted TV stand) by applying OLED panel and specially-designed finishing materials, but also the greatest immersion by eliminating unnecessary factors. Due to that reason, LG Signature TV W won ‘Best of the Best’ and ‘Best TV Product’ awards at CES 2017 and was once acclaimed as ‘a beautiful TV like a work of art’ from Engadget.

 

<LG Signature TV W, Source : mybroadband>

 

Meanwhile, LG Ultra OLED TV and Sony OLED TV came in second. Among the 11 TV models from top 1 to 10 selected from Consumer Reports, 10 out of 11 were OLED panel-based TVs, whereas a LCD-based TV was only Sony’s BRAVIA.

 
OLED TV is receiving lots of attention of consumers due to its great picture. In last March, Director Yoon Soo-young of LG Display said at the 3rd OLED Korea Conference hosted by UBI Research that “OLED TV on display has been moved from the corner to the center of the Best Buy LG store”, and OLED TV is becoming the mainstream of the premium TV market. Accordingly, many second movers are joining the trend of OLED TV and have released OLED TVs or announced a plan to release.

 
Toshiba launched 55 and 65-inch OLED TV Regza last march, and German luxury AV brand Loewe lunched its new flagship Bild 9 series, 55 and 65-inch 4K OLED TV on May 1, beginning to release OLED TVs in the premium TV market in earnest.

 
In addition, Sony, which attracted big attention for its OLED TV unveiled for the first time at CES 2017, officially announced on May 8th that they will firstly sell 55 and 65-inch sizes of 4K BRAVIA OLED TV A1E series. Panasonic also announced on May 14th that they will firstly sell EZ900, 950, and 1000 among 4K OLED TV in Japan from June.

 

<Sony’s 4K BRAVIA OLED TV A1E,  Source : Sony blog>

 

Meanwhile, Choong Hoon Yi, president of UBI Research(senior analyst) analyzed at the Topic seminar in April that Sony’s OLED TV is expected to sell about 400,000 in 2017. Accordingly, he expected Sony’s OLED TV will have about 27% market share in the OLED TV market and about 38% in 2021.

Sony’s OLED TV, its full-fledged sales operation to start from June 10th

Sony announced on the 8th May that two models (55” and 65”) of the 4K BRAVIA OLED TV A1E series shown last Jan at CES 2017 will be launched in Japan as from June 10. Sony’s BRAVIA OLED TV is equipped with LG Display’s WRGB OLED, 4K high-definition processor X1 Extreme and acoustic surface technology which directly generates sound with the screen vibrating. A ball park price for 55-inch is 500,000 yen and for 65-inch, 800,000 yen. Sony is also planning to release 77-inch wide TV which will be expectedly launched this autumn.

The CEO of Ichiro Takagi Sony Visual products talked about the OLED TV strategies, saying ” OLED panels as well as premium models using the X1 Extreme will offer the best screen quality, sound and immersive experience”.

The Sony’s OLED TV launch is expected to bring great impact on the premium TV market currently predominated by Samsung Electronics and LG Electronics. LG Electronics, expected to compete directly with Sony, is planning to introduce new OLED TVs at a lower price than last year; the focal point is how Sony’s OLED TV will affect the commercialization of OLED TV and display industry.

In line with it, Mr. Lee, Choong Hoon, the CEO of UBI research has foreseen at the Topic seminar last April held in the conference center of Yeouido JeonKyungYeon Hall on 21st April 2017 that Sony’s OLED TV will account for about 27% of the total OLED TV market with approx. 400,000 sets to be sold in 2017, and 38% of the total OLED TV market with 3.4 million sets in 2021.

 

<OLED TV market prospect>

Consumer reports, being dissent from an evaluation of premium TV launched in this year

Consumer reports picked OLED TV of LG Electronics as the best 4K TV to buy right now, while gave QLED TV of Samsung Electronics 10th place.

 

<THE BEST 4K TV LG OLED65C7P selected by Consumer Reports, Source: Consumer reports>

 

Consumer Reports which is a consumer magazine in US, selected OLED TV OLED65C7P of LG Electronics launched in this year as the ‘Best 4K TVs to Buy Right Now’ on 16th, since ‘OLED TV is the best for expressing black, so it can provide entirely different image quality’.

Consumer Reports evaluated that OLED65C7P has high resolution, excellent image quality and outstanding sound performance. It has the best HDR performance among the products tested this year and it will be hard to find a better TV than it.” Consumer Reports gave 88 points, the highest score ever. This is higher score than 86 points that OLED65G6P of LG Electronics received in November.

 

In addition, OLED65G6P of OLED TV model in 2016 of LG’s got 86 points and OLED65E6P was followed as 85 points. OLED55E6P and OLED55B6P jointly received 83 points.

<Samsung Electronics’ QN65Q8C, Source: Consumer Reports>

QLED TV QN65Q8C of Samsung Electronics launched in this year gained 79 points. Consumer Reports explained that it is excellent in resolution, image quality, and sound quality, however there was black mark for the high price in spite of backlighting existence, limit of expression for black due to backlighting and cloud phenomenon. And Consumer Reports quoted the words of industry source that it would take more than three years for launching of true self-emitting QLED TV.

In the ‘Solution process OLED annual report’, UBi research expected that QLED deposition materials have issues on a short life-span compared to phosphorescence OLED deposition materials that are currently being commercialized, efficiency problem, development of eco-friendly devices, lack of infrastructure compared to OLED. In case of not establishing infrastructure and aggressive investment such as manpower recruitment and expansion of the development investment, the time of commercialization will be far from here.

Automaker’s fierce competition for pre-occupying OLED for automobiles

automakers

In 2017, automakers are fiercely competing to pre-occupy OLED displays and lighting for automobiles. OLED display has good visibility and possible to design a curved surface, so it has advantages of design differentiation. Lighting is not irritating to the eyes and the surface emission is possible so that the frequency of adoption of OLED is expected to increase even more.

HYUNDAI Mobis actively promoted curved OLED for brand differentiation at 2017 Seoul Motor Show held in Ilsan KINTEX from March 31 to April 9. HYUNDAI Mobis official said “the display has a 12.3-inch flexible OLED with advantages of true black and fast response at all temperatures” also revealed “this product is under development for mass production in 2020 for cluster or CID”.

<Curved OLED Display unveiled by HYUNDAI Mobis>

British automaker Bentley also introduced the key features of the ‘EXP 12 Speed 6e’, a pure electric concept car at the Geneva Motor Show in Switzerland on March 9, and announced that it would be equipped with a high-quality OLED display near the CID. Bentley official said “a curved glass OLED screen is applied near CID, it allows the occupants to operate navigation and to control the temperature freely,” in addition, “Access to social media, e-mail and entertainment will be easy”.

 

<OLED Display used near CID of EXP 12 Speed 6e, Source: Bentleymotos.com>

In addition, Audi Japan announced on March 28 that it decided to officially launch a small sports car “TT” applied an OLED tail lamp on some motels from mid of May. This is the first time that Audi has applied OLED tail lamps to mass-produced vehicles, allowed it to be optionally mounted on TT’s top models, the TT RS Coupe and TT RS Roadster. According to Audi Japan corporate, the option price is about 120,000 yen. The tail lamps commercialized by Audi this time are made up of 4 OLED panels and are known to have thicknesses of 1 to 2 mm per panel. Total 4 light-emitting areas are 49cm2 and brightness is 1000cd/m2, and German OSRAM supplies OLED panel.

 

<OLED rear lamp used for TT, Source: Audi.co.jp>

As such, the number of cars using OLED displays and lighting is increasing. According to “2017 Automotive Display Report – Application & Market Trend Analysis and The Market Forecast” published by UBI Research, market research company, demand for displays for automobiles is projected to grow at a CAGR(compound annual growth rate) of 17% from 2017 to 2022, reaching US $ 25,000 million by 2022. Also, OLED displays for automobiles are expected to grow rapidly from 2018 to 2022, reaching US $ 5 million in 2022, accounting for about 20% of the total automotive display market.

Hyun Jun Jang, senior researcher of UBI Research, mentioned that “OLED has the advantage of providing various convenience to the driver such as infinite contrast ratio and fast response speed above all, it can be applied in various forms inside and outside the car based on the flexibility so that it can be a great merit for premium cars that emphasize design and differentiation.”

[New OLED report] Market report on AMOLED Component and Material for mobile devices

UBI Research published AMOLED component and material report for mobile devices. The report forecasted the future market by selecting 16 key component and material among the various component and material required for producing rigid AMOLED and flexible AMOLED for mobile devices.

According to the report, first, it is classified that the glass required for producing AMOLED for mobile is for substrate, encapsulation and carrier which is supporting PI substrate for producing flexible AMOLED essentially and the market is expected to reach US$ 92 million in 2017. In 2021, it is expected to grow up to US$ 185 million which is 2 times more than current.

 

 

The report also forecasted about the cover window market attached to outermost of AMOLED through a detailed analysis. The cover window market is expected not only for the 2D cover window for rigid AMOLED and the 3D cover window for flexible AMOLED currently used but for the plastic cover window market which is essential for a foldable smart phone in the future.

The cover window market of these 3 types is expected to grow rapidly with the growth of the flexible AMOLED market and to reach US$ 11.9 billion in 2021.

 

 

 

[신간 OLED 보고서] 모바일 기기용 AMOLED 부품소재 시장 보고서

AMOLED 부품소재 보고서 발간 보도자료.

유비리서치에서 모바일 기기용 AMOLED 부품소재 보고서를 출간하였다. 이 보고서는 모바일 기기용 rigid AMOLED와 flexible AMOLED를 생산하기 위해 필요한 각종 부품 소재들 중에서 핵심 부품소재 16종을 선별하여 향후 시장을 전망하였다.

<2017 모바일 기기용 OLED 부품소재 보고서, 유비리서치>

본 보고서에 따르면 우선 모바일 AMOLED 제조에 필요한 유리는 기판용과 encapsulation용, flexible AMOLED 제조에 필수적인 PI 기판을 지지할 carrier용으로 분류하였으며 2017년 시장은 92백만 달러로 예상하고 있다. 2021년에는 현재 보다 2배 성장한 1.85억 달러 시장으로 성장할 전망이다.

<2017 모바일 기기용 OLED 부품소재 보고서, 유비리서치>

또한 본 보고서에서는 AMOLED의 최외곽에 부착되는 커버 윈도우 시장에 대해서도 세밀하게 분석하여 전망하고 있다. 커버 윈도우 시장은 현재 rigid AMOLED에 사용되는 2D 커버 윈도우와 flexible AMOLED용 3D 커버 윈도우 시장을 비롯해서 향후 foldable 스마트 폰에 필수적인 플라스틱 커버 윈도우 시장도 전망하고 있다.

이들 3개 종류가 만드는 커버 윈도우 시장은 flexible AMOLED 시장 성장과 함께 급성장하여 2021년은 119억달러 규모가 될 전망이다.

<2017 모바일 기기용 OLED 부품소재 보고서, 유비리서치>

 

Galaxy S8, 83.6% Display area implementation, 11.5% improvement over the previous model

<Samsung Galaxy S8, Source: Samsung Electronics>

Samsung Electronics’ Galaxy S8 and S8 + were unveiled on March 29th (local time) at the UnPacked 2017 event in New York, United States. No doubt Galaxy S8 ans S8+ have received a lot of attention before the event.
Size-wise of the Galaxy S8 is not much different from the previous Galaxy S7. But the Galaxy S8 minimizes the bezel and removes the home button for the wider display. This way, Samsung Electronics meets consumers’ needs, offering stability of using a smart phone with one hand as well as high visibility.
The Infinity Display applies to the Galaxy S8 accounts for 83.6% of smartphones. The size of display has enlarged by 0.7 inches while the display area (the ratio of display to smart phone) has been increased by 11.5%. Additionally, Samsung applied black color and edge shape to bezel, causing an optical illusion with far wider view to consumers as if the entire smartphone solely composes of a display set.
Samsung has also expanded the screen ratio of the Galaxy S8 from 16: 9 to 18.5: 9 to immerse consumers maximally in virtual experience while viewing an image on the screen. In some cases, 16: 9 image contents are produced in 21: 9 (for a wide view) and have been gradually increased. Such contents on the smartphone may cause the users to feel confined and distracted by the top and bottom margin. However, the Infinite display fills the screen with full 21: 9 image contents to further enhance the mesmeric feel.

Resolution of Infinite display has been upgraded from QHD to QHD + as good as the screen ratio; Infinite Display has been certified as the first HDR premium for the first time in mobile devices.
Samsung revealed Galaxy S7 with 72.1% DA in 2016 as well as Galaxy S8 in 2017 with 83.6%, 11.5% increase in DA to the previous year. Samsung Electronics is gradually reaching DA 90% in the future smart phones; Market will pay more attention to the Samsung’s future product development.

Meanwhile, both Galaxy S8 and Galaxy S8 + are equipped with Bixby-intelligent interface, the world first 10 Nano processor, and 4GB RAM; S8 has a 3000mAh battery and S8 + has a 3500mAH battery, with biometrics and multi-window function.

<Specification of Samsung GalaxyS8 and GalaxyS8+, Source: Samsung Electronics>

The OLED Component and Material Market for Mobile Phones Is Expanding Rapidly

The component and material necessary for manufacturing OLED include not only board but also TFT, OLED, encapsulation, touch screen, cover window, and drive IC.

With the joining of Apple and Chinese companies into the OLED mobile phones market which has been led by Samsung’s Smartphone Galaxy, Samsung Display and Chinese Display companies are increasing their investment in Gen 6.

Accordingly, component and material market needed for manufacturing OLED is also rapidly expanding.

.

According to the UBI Research report, the OLED component and material market for mobile phones is expected to grow to US$ 38.2 billion in 2021 as against US$ 8.72 billion in 2017.

In terms of nation, the Korean OLED component and material market holds 94.9% market share(US$ 8.27 billion) in 2017, but the Chinese one is forecast to increase up to 22.3% in 2021, whereas the Korean one will decrease to 72.2%.

 

From bezel-less to full-screen, Full-screen smartphone’s era has come closer.

The area of display for a smartphone is getting wider.

The display area (hereinafter as D.A.) indicates the display size versus a set size. At the IMID 2016 business forum, the chief of Samsung Display, Park, Won-sang said that “The D.A. may be a core element to overcome the limit of its size through the portability of a smartphone.” and, “henceforth, the full-screen smartphone with more than 90% of D.A. will be released and take the lead the market.

<Samsung Display’s New Product>

The D.A. of an existing smartphone has been about 60-70%.

However, Samsung Electronics has enlarged D.A. over 75% by launching of Galaxy S7 Edge and Note 7 applied flexible AMOLED in 2016. Several companies in China have similarly started the enlargement of the D.A. through Nubia Z11 with 75.2% by ZTE and Mi Mix with 83.6% by Xiaomi.

As LG Electronics has applied full vision 5.7 inch QHD+ display by 18:9 at their G6, its D.A. reached to 80.4%. It was increased 0.4 inch compared to the former G5’s display size, but the bezel was decreased by 1mm from each side to side. It brings the enlargement about 10% of D.A. as a result.

Additionally, Galaxy S8 and iPhone S8(tentative name) planned to launch in 2017 will be more than 91% of D.A. according to reducing the bezel through up and down as well as side to side, since the models will not have a plan for the home button.

According to this, the smartphone market for full-screen maximized D.A. may lead a market trend for high-end smartphone, and the flexible AMOLED may be expected to take the market of full-screen smartphone forward.

Flexible AMOLED takes the high-flexibility through the plastic panel, it makes easy to realize the full-screen by arranging efficiently diverse modules to a smartphone.

By the “Key issue and Market Analysis for Foldable OLED” report published by Ubi Research in October, it looks forward that a smartphone with full-screen AMOLED type (a type which is minimized bezel area for up and down as well as side to side) will exceed the market share of OLED panel for bezel-less type as about 60% in 2020 from about 17% in 2017.

<A smartphone market share by display type, Source: Ubi Research>

Who is the winner of premium TV set in 2017 between Samsung, LG and Sony?

Sony’s presale of XBR-A1E OLED TV series at CES 2017 early this year ignites a full-fledged competition in the premium TV market between Sony, LG and Samsung. Consumer’s attentions are drawn to this price war between existing versus new products and among major competitors.

Sony’s XBR-A1E series consists of three different size of models such as 55-inch at US $ 4,999.99, 65-inch at US $ 6,499.99 and 77-inch at a price remaining unknown, yet presumably twice as high as that of existing models XBR-55X850D and XBR-65X850D. This premium pricing strategy is interpreted as building up brand differentiation of the OLED TV equipped with better screen quality and acoustic surface technology. Compared to LG Signature OLED65G7P and OLED65W7P, the price is US$500 and US$ 1,500 lower respectively as it was launched later than LG, intending to dominate the market with a more competitive price.

LG electronics has also launched a premium OLED TV set last February; LG plans to launch 10 models (77/65W7, 77/65G7, 65/55E7, 65/55C7, 65/55B7) in five Ultra OLED TV series this year. The price of LG’s major model, OLED65C7 is US$ 4,499.00 on Amazon.com, 25% lower than OLED65C6 and a similar price to Samsung’s 65Q7C. But both the Signature OLED TV, OLED65G7P and the wall paper OLED TV, OLED65W7 are US$ 1,000 and US$ 2,000 higher respectively than Samsung’s most expensive 65” QLED TV, QN65Q9F. The premium market is divided by two categories of entry and high-end: low-priced entry model to compete with Samsung’ QLEDTV and premium-priced high end model to pioneer a niche market.

Unlike LG and Sony, Samsung has been focusing on QLED TV, launching super premium product lines (Q7,Q8,Q9) at the Louvre exhibition in Paris on March 14th The product lines consist of 11 models (88/75/65Q9F, 75/65/55Q8C, 75/65/55Q7F, 65/55Q7C) in 4series- the initial F means flat and C means curved. Q9 far more luxurious model than Q7and Q8 will be launched in April this year.

The price of 65Q8C will be US$ 4,799.99, and 65Q9F for US$ 5,999.99 as of March 14th at Best Buy, both of which are 20% higher than ‘SUHD TV’, one of premium TV line ups launched in 2016. Their high price range as Sony and better screen quality with 100% proved color volume are major attributes to establish luxury brand image of the premium TV set.

The premium TV market in 2017 is expecting a neck and neck competition again between the three major market leaders- Samsung, LG and Sony. LG, still the best market leader with OLED TV in the premium TV market versus Sony recently advanced in OLED TV market, and Samsung’s QLED TV marketing: How significantly would the three major players affect the premium TV market in 2017? That’s the focal point for consumers and stakeholders.

<Premium TV set price comparison between Samsung Electronics, LG and Sony in 2017, Source: Amazon, Best Buy as of 23rd March 2017>

What is the key to successfully commercializing the Next Flexible OLED?

During the 3rd OLED KOREA CONFERENCE Samsung Display’s head researcher Taewoong Kim gave a keynote presentation on the topic of ‘Flexible Display: Application & Technical issue’

Head researcher Taewoong Kim emphasized that the 3 factors ‘Technical Breakthrough, New Application, and Strategic Partnership will be the key that successfully commercializes flexible OLED.

Head researcher Taewoong Kim mentioned that the first key for the successful Flexible OLED, Technical Breakthrough, has the four issues, improving durability of cover window and surface-coating of organic-inorganic materials, flexible electrode material and low resistance touch panel, decreased layer numbers and flexibility of encapsulation, and backplane which has low stress structure and demands a flexible and robust TFT material.

It was announced that the 2nd New Application needs an area expansion in Life & Health, transportation, wall display, loT, signage/PID, and education. Having the strength of design freedom, the Flexible AMOLED can be applied to various areas such as shoes, watches, glasses and the roll able which is an optimum display that is small and can maximize portability and materialize large screens. Even though the automotive has a long way to go due to lots of issues such as low life expectancy in harsh environments, it was emphasized that the AMOLED can create various applications.

Finally, head researcher Taewoong Kim emphasized and concluded with the win-win strategy through panel, material, equipment, and communication, collaboration, confidence between industry-university-institute was needed.

According to the ‘Key Issue and The Market Analysis for Foldable OLED’ by Ubiresearch, Samsung Electronics has successfully entered the smartphone market through design differentiation by using flexible OLED and is predicted that even several other set companies will actively use the flexible OLED to have competitiveness in the premium smartphone market. Following this, it is forecasted that the flexible AMOLED panel (including for smart watches) will grow to 1 billion in 2020.

“OLED TV Release” = “Improve brand image and maximize creation of profit”

(Reporter : YOON DAE JEONG)

During the 3rd OLED Korea Conference that was held for two days from March 8 ~ 9 by Ubiresearch, Director Suyeong Yoon of LG Display made a keynote presentation with the topic “Future TV is here, It’s OLED”

Director Suyeong Yoon introduced the strengths of OLED TV by saying, ” Compared to a LCD TV, the OLED TV shows its strengths in video quality such as color gamut, contrast ratio, and response time. Especially, the HRD is a displays’ essential technology that displays a brighter area more brightly and a dark area more darkly, and can have the expression realm covered 20% more with OLED when comparing to LCD.”

Also, by mentioning the Crystal Sound OLED that was introduced during the last CES 2017 he revealed, ” The Crystal Sound OLED that materializes sound from the inside by internalizing a sound system to the OLED panel can increase immersion since it sounds like the person is actually speaking. Brand image will increase and profit will be created at the same time if the OLED TV is released, and the representing evidence is the award at the CES 2017 and performance on Best Buy.

The OLED TV actually received 54 awards during the CES 2017 which is 3x more than its competitors, and earned big responses like receiving a 68% on a survey of the most impressive TV during the CES 2017 that was targeted for investors and analysts. Also, even though OLED TV has been displayed in the corner these days, it shows pictures of Best Buy in the center of the store and compared to the 3rd quarter of 2016 it shows a slight increase of 1.4 contravariant to a 35% increase of business profit in the 3rd quarter of 2017, all of which is evaluated that OLED TV had a big part is this.

On the other hand, Director Suyeong Yoon predicted that Sony, which is in the BEST3 of the premium TV market, will participate in the OLED TV and 1.7M~1.9M large OLED panels will be shipped. He also mentioned that OLED TV is quickly growing in the world premium TV market and even though the OLED TV is focused on the premium TV market due to the current output it plans to slowly increase its output and decrease the cost to enter the middle-end market.

 

[MWC 2017] Smartphones are Now in HDR Era, Sony Unveils World’s First 4K HDR Smartphone

At MWC 2017, Sony introduced the Xperia Z5/XZ Premium, the world’s first smartphone applying 4K HDR(High Dynamic Range).

In particular, with the phrase “From Bravia to Xperia” in the center of the booth, Sony attracted the viewers’ eyes.

Bravia is a premium OLED TV of Sony, which applies the large size OLED panel of LG Display, introduced at CES 2017, and the phrase “From Bravia to Xperia” is considered to build Sony’s image in the premium TV market also in the smartphone market.

A person concerned with Sony said, “Since the 4K HDR has become a standard in the TV market and 4K HDR content productions are increasing rapidly, the needs for 4K HDR in the smartphone market will also increase.” and added “As the Xperia XZ Premium has rich color expressions and stereoscopic effects based on 4K HDR, TV contents which apply HDR will be able to be enjoyed vividly also on smartphones.”

Sony is at the forefront in the premium TV market with Samsung Electronics and LG Electronics and is expected to strengthen its position in the premium TV market due to the launch of OLED TV in 2017, but Sony is lagging behind in competitiveness in the smartphone market, compared to Samsung and Apple.

It is attracting the industry’s attention whether the Xperia Z5/XZ Premium which applies Sony’s 4K HDR will be able to secure a competitive edge in the premium smartphone market as well as in the premium TV market.

Meanwhile, at this MWC 2017, the introduction of both Xperia Touch in which a 23-inch HD touch screen is realized in an interactive projector and Xperia ™ Ear, a wireless stereo headphone, in which Sony’s Open Ear audio technology is applied, gained great popularity from the viewers.

<Xperia XZ premium of Sony, MWC 2017>

[MWC 2017] Samsung Electronics, LG Electronics, HUAWEI, and TCL Compete over OLED Smart Watches

In MWC 2017, the competition over smart watches proceeded fiercely.

The unveiling of Gear S3 by Samsung Electronics in the last IFA 2016 attracted great attention from the smart watch market. The disclosures of products that can compete with Samsung Electronics’ Gear S3 at MWC 2017 are gaining great popularity among viewers.

LG Electronics displayed G-Watch 2 Sports with 1.38-inch P-OLED and G-Watch Style with 1.2-inch P-OLED, HUAWEI exhibited HUAWEI Watch 2 and HUAWEI Watch 2 Classic with 1.2-inch AMOLED panel, and TCL showed MOVETIME with 1.39-inch AMOLED panel.

The smart watches shown by LG Electronics, HUAWEI, and TCL adopted flexible AMOLED (P-OLED) and circle types to save the designs of existing watches, and LG Electronics’ G-Watch 2 and HUAWEI’s HUAWEI Watch 2 can be used as devices independent of smartphones because they have separate sims.

LG Electronics’ G-Watch 2 Sports is equipped with 1.38-inch circle type AMOLED panel, Google Android Wear 2.0, 768MB RAM, 4GB internal memory, and 430mAh battery, and it supports IP68-level waterproof and dustproof functions and wireless charging function.

On the other hand, G-Watch 2 Style is equipped with 1.3-inch circle type AMOLED panel, Google Android Wear 2.0, 4GB internal memory, and 240mAh battery, and it supports IP67-level waterproof and dustproof functions.

HUAWEI Watch 2 is equipped with a 1.2-inch circle type AMOLED panel, Qualcomm® Snapdragon ™ Wear 2100, 1.1GHz quad-core CPU, Google Android Wear 2.0, 4GB internal memory, 768MB RAM, and 420mAh battery, and it supports various types of Watch face, an equippable Sim (4G), and IP68-level waterproof and dustproof functions.

Meanwhile, LG Electronics and HUAWEI devoted considerable spaces to the smartwatch exhibition at their booths in the MWC 2017 exhibition, and it suggests that there will be big changes in the smart watch market which is dominated by Samsung and Apple.

<G-Watch 2 Sports of LG Electronics>

<HUAWEI Watch 2 of HUAWEI.>

[MWC 2017] Samsung Elec. lead AR/VR market with the variety of contents

Samsung Elec. is expected to lead forward the market expansion of AR/VR, showing various AR/VR contents under developing at MWC 2017 which is being held in Barcelona, Spain from 27, Feb.

Samsung Elec. prepared the C lab exhibition hall at 4YFN in Fira Barcelona, and showed 4 types of contents for visitors such as: Relúmĭno which is a visual aids solution for Gear VR to help watching TV and reading books for persons who have low vision and blind, Monitor-less which is a VR/AR (Augmented Reality) solution that can be remotely operated for high-quality contents of PCs and smartphones, VuildUs which is a VR home interior service that experiences interior decorations in virtual reality, traVRer which is for the video travel service that helps experiencing of virtual trips by using 360-degree video watching.

Samsung Elec. is just developing for VR use now, but they revealed that Relúmĭno is being reviewed for applying to AR as a VR content effecting to the vision correction by VR algorithm that developed symptoms itself regarding to the disorder of refraction, cataracts and so on.

The principle for monitor-less is that reflects the screen of smartphones through micro OLED of the HD resolution located around the frame of glasses to its optical lens, and it is operated without a monitor of a smartphone and a PC as AR during ordinary. In addition, its merit is easy to use the VR contents by opaquely tailoring the glasses through an adaption of electro-discoloring glasses when users want.

VuildUs helps to make users arrange various furniture or do interior decorations into a virtual space through 360-degree video, and they are jointly developing contents regarding to be capable of purchasing desired items immediately in that system with architects and furniture manufacturers for commercialization.

traVRer is a content that can be freely exploring desired paths, time, positions and so on by building database based on 360-degree video which is taken from various angles, and traveling wherever you want to go into a virtual space.

These VR and AR contents revealed by Samsung Elec., are not commercialized yet, but they are catching public interests in aspects of various developments for providing convenient to users by VR and AR devices, and industries pay attention as expecting that Samsung Elec. will lead the market for contents not only for the devices of AR and VR.

<Samsung Elec.’ C lab exhibition space, MWC 2017>

<Samsung Elec.’ VR/AR contents, Source : Samsung Elec. blog>

[MWC 2017] Samsung Electronics Expands Its Range into the Notebook Market with AMOLED Galaxy book

Samsung Electronics is expected to expand its range into the note book market by launching the Galaxy book that features an AMOLED display.

At MWC 2017 that began from February 27 in Barcelona, Spain, Samsung Electronics mainly unveiled the Galaxy book with a 12-inch FHD AMOLED panel and the Galaxy tap S3 with a 9.7-inch QXGA AMOLED panel.

Galaxy book and Galaxy tap S3 have both functions of tablet PC and notebook with mobile keyboard, and especially the Galaxy book comes with 7th Generation Intel®CoreTM i5 dual core 3.1 GHz CPU and Windows 10 OS, which enables it to have the same configuration as notebook. In particular, it includes more convenient and diverse functions such asthe touch screen and the innovative S Pen that has a 0.7mm pen tip, offering user convenience.

Samsung Electronics announced it will target both tablet PC and notebook markets at the same time by launching Galaxy book, and a Burn-in phenomenon which is AMOLED panel’s weak point has been improved to be used for notebook.

Due to the Burn-in phenomenon, it was difficult to be applied to the PC environment that usually uses White background and fixed task bar, and icons. However, Samsung Electronics is expected to silence controversy by launching the Galaxy book with notebook functions at MWC 2017, following Lenovo and HP’s AMOLED panel launches.

Galaxy book will be released starting from North America in April 2017, and the price will be around US$ 1,000 similar to that of existing notebooks, which is forecast to bring a big change to the notebook market.

<Galaxy book unveiled by Samsung Electronics at MWC 2017>

<Galaxy book Specifications, Source : Samsung Electronics Blog>

Competition for definition in Premium TV market is getting fierce.

Competition for definition of TV between LG OLED TV and Samsung QD-LCD TV is getting fierce in Premium TV market.

Samsung announced that ‘color volume 100%’ of QD-LCD TV has been verified from VDE(Verband Deutscher Elektrotechniker), a standard verification association in Germany for the first time in the world. Color volume is a new standard designed to measure even the variation of colors which get different according to brightness as the range of brightness which TV can express gets wider and it’s a standard to measure how accurately TVs realize the intention of an original author. Samsung announced that VDE verified color volume 100%, measuring color area and brightness level of QD-LCD TV in a 3 dimensional form.

<Samsung QD-LCD TV which acquired verification of ‘color volume 100%’ from VDE in Germany>

On the other hand, in last Feb. 20, through its blog, LG also announced that it has received an evaluation of excellence for definition of OLED TV in items of Black, Peak brightness, Color, etc. in the result of a recent definition test of OLED and QD-LCD from Burosch in Germany, a professional evaluation company for video technology and display. Products whose definition were evaluated are TV 65E6 and QD-LCD TV 65KS9800, and LG announced that OLED TV recorded 5 points out of 5 in major test results such as HDR and SDR definition.

<Comparison of Space Scene Definition of QD-LCD TV(Left) and OLED TV(Right), Source : LG Display blog.>

As Samsung and LG launch premium TV in a row, a real competition to hold a lead in premium TV market has started. On 27, by Bestbuy, price of 55 inch C7 of OLED TV which LG launched this year is US$ 3,499.99, and US$ 2,499.99 of 55 inch Q7 of Samsung and Q8 which is more luxury type than that is getting closer to US$ 3,499.99, so the competition for definition is predicted to get more fierce in the future.

Many people are paying attention to which one will hold a lead in the competition for definition of premium TV between QD-LCD TV which hold a lead in the aspect of brightness and OLED TV which holds a lead in the contrast range, response speed, etc.

LG Electronics comes forward to the TV market in Korea with the dual premium strategy equipped with OLED and the Nano cell technology

LG Electronics will attack the TV market in Korea with the dual premium strategy through the ‘OLED TV’ and ‘Super Ultra HD TV’ which employs Nano cell technology.

LG Electronics held the ‘2017 LG TV New Product Presentation’ at the Seocho R&D Campus located in Yangjae-dong, Seocho-gu, Seoul with executive managements including CEO Sang-gyu, Choi, head of Korea Sales, and vice-president Bong-suk Kwon, head of HE Business. In the presentation, Bong-suk Kwon, head of HE Business, highlighted that “we plan to expand the premium TV market by expanding a wide range for choice of customers with super ultra HD TV applying OLED TV and Nano cell.”

LG plans to launch ‘LG signature OLED TV(OLED65W7) 65 type’ coming on 25th in Korea. A market price will be 14 million won, and 77 type(OLED77W7) will be released in the first half. LG signature OLED TV is known that as it is a wallpaper design through greatly wall-closely mounted and the thickness is under 4mm based on the 65W7 when installed. LG Electronics explained that it separated all parts and speakers as ‘Innovation Stage’ excluding screen in order to complete a wallpaper design, and mentioned that the innovation stage includes the 4.2 channel speaker with four ordinary speakers and two woofers also. LG signature OLED TV awarded the best of the best award for the only one of entries submitted in CES 2017. LG signature will be applied to W and G series (OLED77/65G7).

<LG Electronics’ Signature OLED TV W>

LG Electronics, in addition, announced that ‘Dolby ATMOS’ which is the advanced stereoscopic sound system, supports newly released LG ultra OLED TV this year. Dolby ATMOS makes that sounds are like in front of or behind users depending on the movement or positions of objects on the screen. For example, when an airplane flies above the head of an actor/actress, it provides more stereoscopic sound and realistic sense of space by serving a sound at upper position of viewers.

They will newly launch 10 models (77/65W7, 77/65G7, 65/55E7, 65/55C7, 65/55B7) in 5 series of Ultra OLED TV in Korea this year. The price of Ultra OLED TV was designated as that 55 type is 369~500 ten thousan
d won, 65 type is 740~1,400 ten thousand won.

In others, LG Electronics announced plans regarding on super ultra HD TV release with Nano cell technology and the HDR support of various standards, an application of web OS 3.5. The market price of super ultra HD TV applying Nano cell technology is 240~360 ten thousand won for 55 type, 450~650 ten thousand won for 65 type, and they also told that super ultra HD TV will be launched with about 30 models this year.

<A market price for LG Electronics’ TV in 2017, Source: social.lge.co.kr>

Samsung Electronics seeks to catch the victory at MWC 2017 by VR

Samsung Electronics will show the C lab (Creative Lab) project relating with VR (Virtual Reality) from February 27 to March 1 at MWC (Mobile World Congress) 2017 held in Barcelona, Spain.

The C lab project to be presenting by Samsung Electronics at MWC 2017 is followings: some of those are reading of low vision and blind persons, Relúmĭno which is a visual aids solution for Gear VR to help watching TV, Monitorless which is a VR/AR (Augmented Reality) solution that can be remotely operated for high-quality contents of PCs and smartphones, VuildUs which is a VR home interior service that experiences interior decorations in virtual reality, traVRer which is for the video travel service that helps experiencing of virtual trips by using 360-degree video watching.

The director of Samsung Electronics’ Creative Development Center, Jae-il, Lee s
aid, “We plan to verify the possibility of expanding VR and AR’s technology by meeting with the external users and try to continue various challenges, though, the presenting C lab project at this time is a trial product level.

The C lab is selecting the project such as from the element technology like sensors to beauty, kids and VR etc. in various industrial field, as the in-company venture training program introduced by Samsung Electronics in 2012 to discover creative ideas among employees and spread the creative culture of the company.

<Products to be exhibited at MWC 2017 by Samsung Electronics, Source: Samsung Display blog>

The diverse products to be showed at MWC 2017 by Samsung Electronics can be found in detail on the blog of Samsung’s(https://news.samsung.com).

2017 Premium TV Market Structure due to the Different Prices of Premium TVs and Sony’s Joining in OLED TV Market

Some line-ups of Samsung Electronics QLED TVs including the Q7 and Q8 introduced at CES 2017 are starting to be unveiled and preordered on its official U.S website and Amazon. The products for preorder are 55, 65, and 75-inch flat TVs of Q7 line-up, and 55 and 65-inch curved TVs of Q8, the higher lineup than Q7. QN65Q7F 65-inch flat TV cost US$ 3,499.99 on Amazon, as of 16th, and QN65Q8C 65-inch curved TV was US$ 4,499.99. It was 20% more expensive than ‘SUHD TV’, the premium TV line-up launched in 2016, and it was intended to build premium TV’s own image by highlighting high price range and enhanced picture quality.

On the other hand, LG Electronics OLED TV prices keep on decreasing. OLED65C6 65-inch curved OLED TV was launched last year at US$ 3,197.00 on Amazon as of 16th, and that was 50% cheaper than US$ 6,000.00 on June, 2016. In addition, the lunch price of OLED65C7 65 inch-curved OLED TV to sell this year is set as US$ 4,000.00 on Amazon as of 15th, which was a 30% cheaper than 2016 and US$ 500.00 cheaper than Samsung’s QN65Q8C 65 inch curved TV. As LG Electronics are leading the OLED premium TV market, it is likely to pay more attention to popularization due to is low price.

<Price Comparison of 2017’ 65-inch Curved TV New Products, Source : Amazon.com>

Due to similar prices of OLED TV and QLED TV in the premium TV market, high-quality picture, brand image, consumer needs satisfaction are gaining importance. Color reproduction among high-quality picture factors has similar performance, whereas OLED TV still gain a competitive advantage in contrast range and response speed. Besides, Sony that has kept a strong brand power and status in the premium TV market showcased OLED TV with higher-quality picture upgraded by ‘Acoustic Surface’ technology that produces sound without speaker and ‘X1 extreme processor’ HDR chip, attracting a lot of attention at CES 2017. Its release date and price have not yet been announced, but it is expected to greatly influence the premium TV market.

There’s a keen interest on, how the 2017 premium TV market will change due to the different price strategies of premium TVs to be released and Sony’s joining in OLED TV.

5 Best TVs for the Super bowl, selected by the Consumer Report

Super Bowl, the North American professional soccer (NFL) final and one of the World’s biggest sport events, is coming under our noses and LG OLED TV has swept top three places at 5 best TVs for the Super bowl. Also products of LG and Samsung Electronics accounted for the top 10 except for 5th place, showing powerful technology of Korean companies.

LG Electronics’ 65-inch OLED TV, OLED65G6P, was selected as the best TV for the Super Bowl by Consumer Reports in the US in 2017. The consumer report commented excellent screen quality and deep black, built-in sound, and infinite viewing angle- the best in all respects, suppressing Samsung and Sony’s flagship.

<LG Electronics 65inch OLED TV- OLE65G6P, Source : consumerreports.org>

LG OLED65E6P and OLED55B6P ranked 2nd and 3rd place, offering the strengths of OLED TV and reasonable price. LG UHD LCD TV ranked 9th and 10th, listing five LG TVs are in the top 10.

The fourth is Samsung’s quantum dot SUHD TV, UN65KS9800. The consumer report reviewed that it shows high resolution quality and excellent sound, in application of full array LED backlight with local dimming function to produce very deep black levels for an LCD set. Samsung’s other products such as UN55KS9000, UN55KS8000, UN55KS6500 ranked 6, 7 and 8, listing four products in the top 10.

On the other hand, Sony’s XBR-65Z9D was ranked 5th in the top 10, except for Korean makers. The Consumer Report commented, it uses a unique full-array backlight system, called Backlight Master Drive, to turn each LED on or off independently, helping it produce impressive black levels and contrast for an LCD-based set.

The Super Bowl competition is the world’s most popular sport event, with more than 100 million viewers around the world and during the season various marketing events are held- it’s the second most successful TV purchase period in a year, following Black Friday. Such Super Bowl event and positive reviews on OLED TVs are anticipated to be in the competitive position in the premium TV market along with the recent price reduction of OLED TV.

<Best TVs for the Super bowl, Source : consumerreports.org >

Will Curved TV Disappear in the Premium TV Market?

The curved TV introduced firstly in 2013 has attracted attention for a long time, and many companies including Samsung Electronics and China’s Hisense, Haier and TCL showcased curved TVs at CES 2016. In addition, newcomers including Xiaomi and LeTV released curved TVs, and Samsung Electronics organized ‘Curved Federation’ with China’s TV companies such as Hisense and TCL in August, 2016 to cooperate with each other for the expansion of curved market, and the reviews on the curved TV market are generally positive.

But, only a few companies such as Korean and Chinese ones unveiled curved TVs at CES 2017, while other electronics companies in Europe and the US showcased flat TVs only. Meanwhile, LG Electronics said that it plan to release flat TVs only for Q9, a flagship TV model of 2017 but curved TVs for less expensive models Q7 and Q8. With its plan to focus on flat OLED TV in the future, pointing out the downward trend of curved TV market, LG plans to pay more attention to flat OLED TV. Likewise, major TV set companies’ awareness of curved TV started to change. Besides, European electronics company Vestel mentioned the disadvantage of curved TV that is too sensitive to viewing angle, and TV review company Reviewed.com and other review companies offered negative opinions on curved TV. This expects that the position of curved TVs is likely to dwindle in the premium TV market.

Accordingly, the premium TV market will have intense competition for the clear picture quality of flat type TVs, whereas curved TVs are expected to have competition with Chinese companies in a lower level TV market. As many Chinese TV makers have released curved TVs, curved TV in the premium TV market is no longer a competitive point. Therefore, TV set companies need to find a new turning point to catch the eyes of the consumers.

<Booth Photos of Samsung(Left) and LG(Right) at CES 2016 and 2017. Many curved TVs were mainly unveiled in 2016, but flat TVs in 2017>

All about OLED in one place, UBI Research, ‘3rd OLED KOREA Conference’ will be held

UBI Research plans to hold the 3rd OLED KOREA Conference with the theme of “Lessons from History and How OLED Can Evolve” at Novotel Ambassador Hotel on Mar. 8 (Wed) to 9 (Thu).

The OLED industry is expected to grow rapidly according to the adaption of full-driven OLED panels by Sony and Apple in 2017 and the competition among panels, equipment, and manufacturing companies can be intensified at the same time. It is necessary to understand and respond strategically to industry trends for successful business under such circumstances. The opportunities to share ideas and concerns each other and close exchanges between Industry-academic institute, panel, materials and equipment companies have been required. UBI Research has prepared a place to freely exchange various information and opinions through the 3rd OLED Korea Conference by reflecting such needs of the industry.

The Korea Conference will be an opportunity to analyze the past trends of OLED which the usage and application range is getting wider and to discuss the successful advancement and strategies to grow the OLED industry for the future. Therefore, it will be a valuable time to practically help the OLED industry.

The Presentation is planned by twenty-four (24) domestic/international experts related to OLED display such as set and panel makers, materials/equipment companies, university/research etc. including UBI Research, Samsung Display, Cynora and CEREBA about followings:

▲Exploring new opportunities with OLED and the preparation, ▲Possible directions and the reasoning for OLED, ▲Lessons from the history and how OLED can be evolved, ▲OLED and its collaboration, investigating the possibilities

We will establish the opportunity to contribute to the growth of the OLED industry based on the sharing of mutual opinions by preparing a networking space between the companies through luncheon during the conference period and breakfast with OLED reception.

Detail information can be found in www.oledkoreaconference.com

[CES2017] LG Display, Successful Development of a Talking Display First in the World

LG Display completed the dream having been hoped from flat display, and opened the product firstly in private booth of CES2017.

In the time when LCD was begun to be settled as a representative runner of flat display, a lot of display engineers hoped to the display to which speakers were attached. However, the speaker and display could not be unified because speaker could affect influences to liquid crystal movement.

Nonetheless, such limitations of LCD were solved through OLED. Convergence which unifies display and speaker becomes to be completed by LG Display ultimately.

lgd

LG Display made the sound come out directly by attaching small-size speakers to panel backside. If using this type, the feeling of having the sound of actor when talking could be gotten.

As the panel is vibrated along with the speaker movement, small beads having been put on the panel were moved in a wave according to sound effects. If expressing reversely, the sound could be seen.
The talking Display to which anyone did not succeed becomes to be realized finally. The name of this Display is “Crystal Sound OLED.”

President Yeo Sang-deok having led Crystal Sound OLED development said a worry that impact to credibility on OLED panel would occur in the first developmental stage, but revealed a pride in that successful product development was made first in the world eventually. President Yeo did not hide joy in making best work in his life as top head of LG Display which led OLED TV development.

From this year, the position of President Yeo was changed to CMO from head of OLED business. He seems to lead OLED future of LG Display yet. President Yeo Sang-deok lighted up his ambition such like he would do his best to make OLED ecosystem more healthily and firmly as his future roles. President Yeo took charge of Chairperson of The Korean Information Display Association (KDIS) from 2017. Based on his various experiences of LCD, OLED development, it is expected that he will be a leader who puts together industry, academia, and research.

[CES2017] LG Electronics Press Conference and Exhibition Trend

LG Electronics having a virtual monopoly on the OLED TV market has mentioned at the CES2017 press conference that the new OLED TV in 2017 is “LG Signature OLED TV W”. The”W” means “Wallpaper TV”.

OLED TV W, which LG Electronics will sell this year, is only 2.57mm thin-unlike LCD TV, there is no back light. In recent years, LCD TVs use direct backlights to increase brightness, and these products are rather thicker.

LG Elec 1
In order to emphasize that OLED TV W is thin and relatively light enough to be attached on the wall. LG Electronics displays OLED TV W on the glass. The Dolby speakers are installed separately under TV.

LG Electronics’ exhibition hall is filled with more and more OLED TVs, and about 30% of the exhibition room is taken for OLED TVs.

The OLED TV domes such as IFA2016 occupied the last space of the exhibition hall and there was a room where the excellent image quality of OLED TV integrated with HDR technology was introduced.

LG Elec 2

LG Elec 3

In the center of the exhibition room, OLED TV W which was introduced at the press conference is being displayed.

LG Elec 4

As LG Electronics’ OLED TV shown at CES2017 was similar to that of IFA2016 last year, no technical or design-wise novelty was found.

[CES2017] The load of the TVs : Return of the king

sony1-1

Sony was just kept premium TV market because they were left behind by Samsung Electronics and LG Electronics in middle-price TV market and not released new products in low-price market also, although they have been dominated the TV market until 10 years ago. But, Sony has splendidly returned with OLED TV at CES2017.

TV business was the face of Sony due to having the strongest aspects in the TV market, they always were located at the main showroom as the center during CES and IFA. However, the TV business has been downsized due to years of deficits on it and the camera replaced the TV spot in CES2016 and IFA2016 last year. Many attendees at the show felt that Sony was into the process of falling out of the TV business and thought it would turn into a camera company.

Sony, however, declared that they will be a king once again in the TV market at CES2017. TV defeated the camera and took the middle of the entrance of the exhibition hall again. But this TV is not an LCD that Sony has ever sold, but an OLED TV.

sony2

Sony has unveiled its BRAVIA OLED adapted a 4K HDR process X1 on 77-inch and 65-inch Crystal Sound OLED panels which is directly developed by Sony and produced by LG Display.

There was different from the OLED TV seen so far. In short, it’s “WOW”. It can be described as the most beautiful and elegant TV in the world. It was not comparable to the existing BRAVIA LCD TV displayed next to it. That LCD TV has the highest image quality among LCD TVs by using Quantum dot technology. Nevertheless, these LCD TVs have fallen into low grades unlike those of newly introduced OLED TVs.

A Sony representative of the exhibition said that the points to decide the OLED TV business was due to the meeting with Sony’s desire for image quality, and that mass production has not been decided yet but it will be after the second quarter of this year.

sony3

sony4

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So far, the OLED TV market has been dominated by LG Electronics under leading, but with the attending of Sony, the OLED TV market is expected to grow even further.

The premium TV market will be led by LG Electronics and Sony focused by OLED TVs.

OLED panel for automotive display to be applied from 2018/The core issue is for its life-time extension.

OLED panels are expected to be used in automotive displays joining to mobile devices and TVs.

It clearly revealed that the flexible OLEDs are becoming the flagship product for automotive display in CES2017 through the Chrysler’s conference as pre-event. (website: http://www.olednet.com/en/ces2017-media-day-chrysler-potal/)

According to the “Automotive Display Report – Application & Market Trend Analysis and the Market Forecast” published by Ubi Research, OLED panels are expected to be applied to automotive cluster and CID in earnest from 2018. It will be applied to premium cars first under flexibility and superiority of image quality.

Car manufacturers are attempting to differentiate themselves with the concepts of environmentally friendly, connected, smart, and autonomous driving, and thus the interface inside the vehicle is also changing. There might be a limit to the existing analogue methods since various information must be transmitted and processed especially, as developed connected, smart car, and autonomous vehicle.

Therefore, the role of display in automobiles is becoming increasingly important and the area of display is gradually widening. Especially, since the cluster and CID have many curved surfaces, it is difficult to apply a square display to a large area and accordingly, the importance of a flexible display is emphasized.

The automobile manufacturers show great interest to the AMOLED panel since it can provide high visibility to the drivers and it is flexible and applicable to any part of the automobile based on its fast response speed, wide viewing angle, high color reproduction rate and contrast range. It is under joint development with major panel makers.

However, there is a problem that the lifetime of the AMOLED panel is still insufficient for application to automobiles. According to the analyzing report, the lifetime of the AMOLED panel has met about 50% as compared to the requirements for the car display. The most important issue is securing lifetime for the AMOLED panel usage.

According to the report also, the automotive display market will grow at an annual average of about 17%, reaching US $ 25,000 million by 2022, and it forecasted that the AMOLED panel market will account for about 20%.

<Automotive display market share forecasting in 2017-2022>

Sony, Two OLED TV models will be released in 2017??

It is true that Sony, which had rumors, has entered the OLED TV market in 2017. Barry Young, CEO of the OLED association, told Forbes that Sony will launch two 55-inch and 65-inch OLED TVs in 2017.

The CEO, Barry Young will begin panel shipment from Q2 2017, and will begin full-fledged sales in Q3 or Q4. It plans that 55-inch 4K OLED TV will be about 80,000 units, and 65-inch OLED TV will be about 120,000 units.

Sony has previously released monitors based on LGD’s OLED panels, and it is reported that LGD will also supply OLED TV panels. Notable thing is the price of Sony OLED TV. According to Barry Young, Sony’s 55-inch OLED TV will cost about $ 1,999 and the 65-inch will cost about $ 2,999. This is respectively $300 cheaper than LG’s 55-inch UHD OLED TV price of $ 2,297 (OLED55B6, Amazon) and 65-inch UHD OLED TV price of $ 3,297 (OLED65B6, Amazon) released by LG Electronics in June 2016. In the premium OLED TV market, which is now dominated by LG Electronics, a price competition is expected.

It is unclear whether Sony’s OLED TV will be released at CES 2017, but it is expected to be confirmed at CES 2017 if production is certain. Due to Sony’s entry into the OLED TV market, LG Electronics is expected to aggressively price OLED TVs in 2017, it is focused on how Sony’s entry into the OLED TV market will contribute to the popularization of OLED TV and how it will affect the display industry.

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<Sony’s PVM-X550 HDR 4K OLED monitor, source:digitalmediaworld.tv>

AMOLED panel for smart phones, just around the corner of 100million-unit shipment in a quarter

According to UBI Research, the shipment amount of AMOLED panel for smart phones in the 3rd quarter of 2016 was announced to be counted as 96million units.

It is the figure increased for 103% compared with the last quarter, and increased for 148% compared with the same period of last year, and it renewed the quarterly highest shipment amount once again, after the last quarter.

The person in charge of UBI Research mentioned that “The output of flexible AMOLED panels for Galaxy Note 7 was reduced compared to the plan due to the discontinuation of the production of Galaxy Note 7, however, the increase in shipments of AMOLED panels for China and Galaxy s7 series is seemed to play a important role in the increase of shipments in the third quarter.”

Currently, Samsung Display occupies more than 91% of the AMOLED panel market for smart phones, and Chinese panel makers such as BOE, EDO, Tianma, and Visionox are conducting mass production with small quantities.

In addition, Apple is expected to apply the flexible AMOLED panel to some models of the iPhone to be launched in 2017, therefore, future AMOLED panel market for smart phones will be increased continuously.

UBI Research expects that the annual shipment amount of AMOLED panel will form the market volume as about 1.4billion units by 2020 with the average annual growth rate of 41%, and flexible AMOLED panel among them will account for about 61%.

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Smart Phone AMOLED Panel Shipment Forecast, Source : UBI research

 

BY HYUNJUN JANG, HANA OH

BOE and CSOT, Acquired the China first title through the panel for OLED TV

In ‘18th China High- Tech Fair,’ BOE collected a big topic by exhibiting 55” UHD OLED TV of Skyworth to which 55” UHD OLED Module was applied.

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CSOT also publicized 31inch curved FHD OLED panel this time even though they have exhibited 31inch FHD OLED panel in the past.

About 80inch was realized by attaching 3 Curved OLED panels, and resolution was 5760*1080 along with 150nits brightness.

Two enterprises manufactured the product together by applying WRGB+CF structure having been produced massively in LG Display.

boe_3
In this exhibition, BOE and CSOT became to have first tile in Chinese enterprises with 55inch UHD OLED and 31inch curved OLED, and it is expected that it could be new drive of WRGB OLED panel market afterwards.

BOE and CSOT are manufacturing the panel for OLED TV in Gen8 pilot line of Hefei and Gen4.5 R&D line of Shenzhen, China respectively, and two enterprises are under positive consideration about large-scale OLED mass production lines.

Currently LG Display possesses mass production lines uniquely in relation with large-scale OLED panel market, and is leading OLED panel market alone. In future, BOE and CSOT are expected to join in large-size OLED panel market, and it is anticipated that market expansion through competitions in large-size OLEF panel market could be made.

Visualization of display for mirror-less automobiles, Green light to OLED display

After Ministry of Land, Infrastructure and Transport did pre-announcement of legislation about partial revised plan of ‘Regulations on the performance and standards of automobiles and auto parts’ on the 7th, interests in ‘mirror-less automobiles’ having not side mirror (rearview mirror) are getting hot. This is a method of securing eyesight through display screen in the car after installing subminiature camera to car front and rear and also front doors of both sides, and solving blind zone problem which was the defect of existing side mirror and improving fuel efficiency and designs are expected, even though there are problems on functional errors and design development.

Thus, display for mirror-less automobiles is getting attentions as a drive of new market in display market for automobiles. Display fields for automobiles belongs to the industry to which creating high added value is expected because further customization is required compared to mobile and TV. So LGD or SDC panel enterprises are developing products for market penetration, and two companies are known as setting up policy of progressing differentiating strategies differently from Taiwan, Japanese companies by focusing on Flexible OLED especially.

Flexible OLED has thin, light characteristics and a nature to be able to bend, so it is favorable to mirror-less automobiles requiring new designs from free installing aspects. Also, mirror-less is being evaluated to be suitable to the display for automobiles because it can implement high visibility with very fast speed, contrast range, and wide viewing angle. On July 1st last year, Continental Corporation, auto parts supplier, revealed the possibility of better eyesight provision even in dark situations or the rain while introducing several merits of mirror-less automobiles to which 2 OLEDs were applied through its homepage. In addition, Alfred Eckert, Director of the Advanced Engineering department in Continental’s Chassis & Safety Division mentioned “The effects of unwanted optical phenomena such as glare and weak light can also be compensated”

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<Mirror-less concept car to which 2 OLEDs were applied> (Source: www.continental-corporation.com)

Samsung Electronics is recently propelling automobile electric apparatus business in earnest by taking over Harman, US automobile electric company, and the industry foresees that competency of Samsung Electronics’ OLED and semiconductor would make great synergy effect to electric apparatus business. Furthermore, they lighted up goals such like securing world 30% market share in display for automobiles based on OLED display in 2018, and achieving 2 trillion won in sales.

In this way, OLED display is expected to play core roles in expanding business to electric field industry from electronic/display industry, and it is anticipated that OLED could be a new dynamic to growth of display industry.

Samsung Electronics launched Galaxy Gear S3 with improved luminance over 400nit comparing to the previous model

“Gear S3”, Samsung Electronics’ smart watch officially launched in Korea last 11 November, will be globally launched in USA, UK, Australia, France, Germany, France, Singapore, UAE, and others coming 18 November. It is anticipated that the markets will react enthusiastically as 54%(510 people) responded that they would like to buy Gear S3 based on a survey conducted on 994 people in USA.

The latest Samsung Gear S3 has implemented the Always-on-Display(AOD) function, always displaying the main contents on the screen using the 1.3-inch AMOLED Display. Battery life lasts at maximum for 3 to 4 days between charges since battery capacity has increased from 250mAh to 380mAh, improved by 27%. Moreover, it is made possible to be used for about 10 hours by setting watch-only mode when the battery remains 5%. The latest Gear S3 added useful functions such altimeter, barometer and speedometer for diverse leisure and sports activities embedding GPS coming with the IP68 level of waterproof/dustproof, and increased its benefits by installing SamsungPay. Particularly, it fixed outdoor visibility by enhancing its brightness by over 400nit comparing to the previous model and enables checking various information on the clear screen in bright sunlight, which used to be a problem for the previous models.

Samsung announced to hold a large-scale hands-on experience event in 15 spots in Korea, Famille Station, Gwanghwamun D tower, the nationwide main branches of CGV, including in Yeongdeungpo Times Square in Seoul to celebrate launching ‘Galaxy S7 Edge’ and ‘Gear S3.’ See at Samsung Galaxy S7 Campaign site(http://www.samsung.com/sec/galaxys7/experience) for further more details.
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Meanwhile, it is expected, according to Ubiresearch, that the AMOLED panel market for smartwatch will have been grown by 14% per annum and comprised over 100 million ones market by 2020.

 

BY HYUNJUN JANG, HANA OH

Display for automobiles, newly expected revenue sources of OLED

Display market for global automobiles has continued stable growth of approximately 10% yearly recently, and LG Display and Samsung Display do not save investments by paying attention to it as new application. In this regard, Senior Researcher Yang Seong-jin of LG Economic Research Institute lighted up the entry reason of display for automobiles such like creating effects of new revenue are anticipated.

Senior Researcher Yang said “Display market for automobiles has 10% volume of the whole display market and belongs to 2% levels of total cost, but automotive industry has been developed steadily through smart-car and connected-car etc. In contrast, display market has been withered gradually, and panel prices are being lowered continuously, and thus it is directly connecting to survival matters actually.” While stating display market for automobiles as an alternative for this problem, he revealed the reason by saying “The number of participating companies is a few, and average price of display panels for automobiles to which thorough commercialization is required is higher than mobile phone or tablet pc two or three times.”

In display market for automobiles, Innolux and AUO, CPT, Japan display, Sharp occupied about 70% of total market based on 2015 sales of Taiwan, and LG Display recorded 10% share uniquely in domestic, but Samsung Display, second mover, failed in entering ranks. However, LG Display announced a plan that they were planning to enter the market with POLED to which flexible function was available after having designated display for automobiles as a promotion business, and Samsung Display was known to set up a policy of progressing differentiation strategies on display for automobiles based on small& medium OLED technology, so market share is expected to be increased little by little.

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<LG Display/Flexible Automotive Display, SID 2015>

In the display market having been stagnated currently, concentration on display market for automobiles would be resultantly necessary for high profits, and OLED panel could get opportunities of creating new revenue sources by overpassing mobile and tablet pc market, if OLED panel solves demanding requirements of display for automobiles.

[OLED summit 2016]AMOLED panel Application, will it succeed in extension to PC?

On the first day of OLED Summit 2016, presentations on Intel and OTI Lumionics for PC AMOLED panel were held. Both of these two companies presented on topics of current situation analysis for PC AMOLED panel and upcoming opportunities, and noted that there is a long way to go for AMOLED panel for PC.

On January 2016, Lenovo presented the introduction of world’s first OLED laptop ‘X1 Yoga’ with 14-inch 2550×1440 resolution AMOLED panel, and HP also presented the introduction of 13,3-inch 2560×1600 resolution OLED laptop ‘Specter X360 hybrid laptop/tablet’. Also in CES2016 held early this year, Samsung introduced ‘Galaxy Tab Pro S’ where they seem to prove the possibility of AMOLED panel for PC.

However, both Intel and OTI Lumionics explained AMOLED panel lacks in power consumption, brightness, lifespan, and price compared to LCD. OTI Lumionics showed the results of three products, Galaxy Tab Pro S, X1 yoga, and Mac book, emphasizing the need for improvements in AMOLED panel for PC.

Especially, OTI Lumionics CEO Michael G. Helander said, “as a result of burn-in test of AMOLED product for PC, it decreased to under LT97 in 80 hours, and it is an especially important factor for office PC which runs daily average of 7 hours. Considering that products with AMOLED panel are at premium level, it must be improved 10 times better compared to now”, emphasizing the reduction of burn-in phenomenon after the lifespan of PC AMOLED panel being improved.

Intel John F. Jacobs said “although OLED has big issues in lifespan and power consumption in white environment, the recent trend of PC tend to utilize contents with various color compared to existing office or internet-based white environment where the white background tend to decrease. It can be a new opportunity for OLED”, emphasizing the opportunity of OLED.
In order for white realization, AMOLED panel must drive all sub pixel of RGB. So in regular PC environment where white background is normally used such as office program or internet browser, AMOLED panel is mainly applied in special monitors such as medical and broadcasting due to issues of increasing power consumption and comparatively decreasing lifespan.

However, as Intel presented, considering that the PC environment is gradually changing and the lifespan of OLED is continuously improving, it is expected that AMOLED panel will have a bright future with PC as well.

While emphasizing high contrast range, fast response speed, wide viewing angle which are the strength of OLED, it is analyzed that the development of OLED luminescent material must be the main point in extending the OLED industry.

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<Intel’s John F. Jacobs>

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<OTI Lumionics’s Michael G. Helander>

[OLED summit 2016]OLED TV vs. QLED TV, OLED TV black expression overpower

In OLED Summit 2016 being held in San Diego, USA, LG Display compared similar level of highest model 65-inch LG UHD OLED TV and 65-inch Curved QD-LCD TV, which it attracted many participants’ attention.

The specification of comparing models are as follow.

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It presented in a way to compare various picture qualities of OLED TV and QD-LCD TV through various films and patterns such as normal TV program and movies.

LG Display personnel said, “OLED TV absolutely expresses black better than QD-LCD TV if OLED TV and QD-LCD TV set the mode that expresses white color 6500K which is the standard of UHD Alliance. Basically, the brightness of QD LCD TV is higher than OLED TV, but because the basis is LCD, it feels more distortion because of more white tone compared to the color of OLED TV. Also, OLED TV can almost express without distortion even in viewing angle, but the color is distorted in QD-LCD”, emphasizing better quality of OLED TV than QD-LCD TV.

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< Comparisons of 65inch OLED TV(Left) and 65inch curved QD-LCD TV’s Black Expressiveness >

 

Comparing the two pictures similar to images of space show below at the exhibition, OLED TV shows individual stars accurately while QD-LCD TV presents the stars vaguely just to indicate them. In the aspects of viewing angle, OLED TV nearly didn’t have any left-right color changes but its changes were found in QD-LCD TV.

Previous SID2016’s Nanosis and QD vision, Samsung and Hisense emphasized that QD-LCD is better than OLED TV in IFA 2016, but in this OLED Summit 2016, LG Display showed that OLED TV is much more outstanding compared to QD-LCD TV.

Like this, the position between QD-LCD TV and OLED TV is becoming more competitive, and the industry has the interest in which type of TV will gain more of customer’s trust.

Full-Scale War Between Samsung Gear S3 And Apple Watch Series 2

The Apple Watch Series 2 has been officially unveil with iPhone 7 and iPhone 7 so it is expected that the battle between Samsung Gear S3 and the Apple Watch Series 2 can not be avoided even if the official release day of Samsung Gear S3 is undecided.

Apple Watch Series 2 has an improved water resistance rating of 50 meters and includes GPS unit for utilizing location information and tracking movements. Especially, the watch works with Pocketmon Go from Niantic INC which has been very sensational game all over the world. It was announced that the product has four models including Stainless steel, Hermès which Apple produced teaming up with Hermès, and Nike+ which Apple produced teaming up with Nike.

Samsung Gear S3 also includes GPS so it can make various useful functions altitude available for leisure activities and exercising with the sensors for altitude, atmospheric pressure and speed. Samsung Pay function also increases a variety of useful functions. In addition, with saving battery power ability improved, ADO (Always On Display) which is packed so that major alarms are always shown can make the watch is faithful to the original watch function. And the rotating bezel of Samsung Gear S3 attracts public gaze with its sophisticated design presenting the sensitivity traditional watch gave and its intuitive UI built up much better than before.

Both of the smart watches are packing an OLED display which can boast 1,000 Nits peak brightness so it is expected that a great deal of information can be shown on the clear display in bright sunlight. In particular, Apple enhanced the brightness of the display more than doubled than that of the prior product of 450 Nits and Samsung also enhanced the brightness 400 Nits more than that of the prior product.

It has been known that the AMOLED panel for Samsung smart watch is provided by SAMSUNG DISPLAY while Flexible AMOLED panel for Apple Watch Series 2 is supplied by SAMSUNG DISPLAY and LG DISPLAY.

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According to UBI research, the market of Smart Watch AMOLED panel is expected to be worth close to one hundred million in 2020 with average annual growth rate of 14%.

[IFA 2016] What is the future of TV imagined by Philips?

Below is the interview of Philips when displaying large scale OLED TV in IFA 2016.

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The future of TV viewed by Philips is OLED TV.
“We really see OLED as the future of TV”

[IFA2016] What is the exhibition concept of Samsung Electronics TV?

Samsung Electronics TV Booth displayed in IFA2016 is very different from before. There are two types of LCD TVs in the market currently: the existing TV using LED BLU, and SUHD TV that uses quantum dot sheet. However, the product that was introduced and occupied a lot of booth exhibition space was the inorganic TV that uses quantum dot display, a product with unclear release date.

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The conceptual inorganic TV that Samsung Electronics introduced instead of actual TV product is a product that displays far superior performance to OLED TV. As time goes by, the “organic” that represents OLED TV loses its function as a TV due to its rapidly decreasing brightness, whereas “inorganic” does not undergo such changes. If this is true, it is an excellent product that may well be used forever.

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In another concept exhibition, Samsung Electronics introduced the superior color purity of Inorganic TV.

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The light coming from the Organic TV light source has very vague RGB. In contrast, inorganic TV originates from clear RGB. Inorganic creates independent wavelength and intensity even before this light arrives at the color filter, whereas organic still displays a vague light with separated color.
The structure of inorganic TV seen from this is assumed to be a form in which a quantum dot substance is inserted between the screen and the color filter.

Finally, the light of organic, which goes through the color filter, lacks color purity of the three primary colors because it converts two-wavelength light with blue and green-red to three-wavelength.
However, even before arriving at the color filter, the light with superior color purity is emitted outside in inorganic.
If these two exhibitions are true, Samsung Electronics is preparing an incredible next-generation TV.
The problem pointed out by the participants is that this technology has not been born yet, and it is merely a concept. Samsung Electronics has described the unknown world with confidence, which is ironically viewed as if they are utterly unprepared for the future TV.

Moreover, by comparing OLED TV with a TV technology of the future instead of the SUHD TV currently in the market, they have indirectly admitted that OLED TV is better than the SUHD TV that uses quantum dot.

In IFA2016, Samsung Electronics wanted to show that SUHD TV will continue to grow and that OLED TV will disappear eventually. However, they have admitted that they are in an urgent situation in which, due to the superiority of OLED TV to the current SUHD TV, it cannot avoid being compared to the inorganic TV of the future.

Finally, whatever is done to LCD TV, black should be avoided, because it is LCD.

 

 

[IFA2016]Samsung Electronics states to completely leave OLED TV!

After two and a half years have passed since the CES 2014, where Samsung Electronics expressed that it would need about three more years to develop OLED TV due to its insufficient technology at the time, in IFA 2016t it has strongly emphasized that it will not be engaging in OLED TV business.

Recently, in an interview with a local press, Samsung Electronics stated that there were still problems with the definition of the OLED TV and that it will continue engaging in the TV business with QLED TV within the near future.

In IFA2016, it revealed Samsung Electronics’ thoughts on the past, present, and future of TVs.

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Based on the materials provided at Samsung’s booth, LCT TVs of the past have extended their legacies into LED TVs, and in the future they will evolve into quantum dot TVs that use inorganic materials. Moreover, in the same manner as PDP TVs which have disappeared from the TV market OLED TVs will disappear after having reached the level of curved FHD TV.

Looking at this material, it seems like Samsung Electronics is not paying attention to other LCD TV sets but only LG Electronics’ OLED TVs.

As a matter of fact, it is natural for Samsung Electronics’, the no.1 market leader of TV market, to be disturbed by LG Electronics’ OLED TV which is expanding its market share in the premium TV market. However, at this point where 55-inch and 65-inch UHD OLED TVs are selling well, whether Samsung Electronics’ display contents were legitimate is questionable.

Presenting negative views regarding competitors is acceptable in terms of marketing, but at this display it seemed to be excessive. Also, Samsung Electronics even provided durability comparisons between inorganic TVs (Quantum dot TV) and OLED when inorganic TVs do not even exist.

The main point of the comparison was that the colors of OLED TVs change severely according to the passing of time whereas inorganic TVs do not.

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Contents from a U.S. consumer report website were still being displayed as follows. In the “best TV 5” of 2015, there are three LG Electronics’ OLED TVs, and no.1 was the 65-inch UHD OLED TV.

The end of OLED TVs is not likely to come as fast as what Samsung Electronics predict. It is just the beginning for OLED TVs.

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[IFA2016] OLED TVs’ position doubles compared to last year

In IFA2016, there were 11 companies that displayed OLED TVs, including LG Electronics. These companies were Vestel, Skyworth, Loewe, Philips, Grundig, Seiki, Metz, Changhong, Panasonic, and Condor, in the order of display scale.

In IFA2016 there were 6 companies, but this time 5 more companies joined the league. This is almost a double growth rate. At this exhibition, 1 company, Haier, did not return to participate and the new participants are Loewe, Philips, Seiki, Metz, and Condor.

Among these participants, Loewe stands out in particular.

Furthermore, in the Loewe OLED TV PR panel it is written as follows. “OLED display thinner than a smartphone” and “The most beautiful OLED TV in the world”.

Philips used the entire space for displaying TVs to present OLED TVs aside from the walls. On the walls there were LCD TVs, but OLED TVs were presented at the center so that participants can view the space three-dimensionally.

Hence, this was a display that showed that LCD TVs will be replaced by OLED TVs.

The most dynamic display of LG Electronics is the Skyworth indeed. It is a car racing game video that informs the high-speed response speed of OLED TV that has been presented since IFA2015. The difference with the previous display was that the products’ OLED panels have all been applied with HDR. They became brighter than last year.

Hisense was company that showed displays, although not selling OLED TVs. So, including Hisense, there were 12 companies in total. In a bid to promote the ULED TV’s superiority, which it is currently selling, Hisense presented a display that compared ULED TV with the OLED TV. The product that has been used in this exhibition was an OLED product from last year. When actually observed, it was darker than the ULED TV. However, at Skyworth, of which the booth was right next to it, the super high-definition OLED TVs are displayed. The booth location was badly selected for Hisense.

[IFA2016] Where Does the Confidence of LG Electronics Come From?

LG Electronics has displayed OLED TV on about half of the entire IFA2016 exhibition’s space, overwhelming the whole area.

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There is no need for words. You just have to enjoy the exhibition with your eyes.

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Apart from the image quality, LG promoted its slim product design by the expression “Picture on glass.”
There is no need for words. Exhibition is enough to show why OLED TV is better than LCD TV.

In the previous CES2016, LG Electronics booth was as dark as a movie theater. Presumably, it wanted to show the strength of OLED TV, “black”, well but it could rather be seen as a product that functions properly only in the dark.

CES2016 LG Electronics Booth: The light was as dark as a movie theater

CES2016 LG Electronics Booth: The light was as dark as a movie theater

However, the difference becomes definite when we compare the ceiling light of CES2016 and the light of IFA2016. It became brighter indeed. LG Electronics has changed.

It became confident enough to highlight merits of OLED TV even in a bright area. OLED panel structure of TV produced by LG Display has changed from bicolor structure laminated with three layers of B (blue) and YG (yellow-green) to a three-layers structure that uses B, R, and G to realize three colors. The efficiency and brightness of the colors have become overwhelmingly outstanding.

LG is not the son of darkness anymore. Through the exhibition, it expressed its confidence to have secured the quality to contend with LCD TV.

Of course, it also indicated to continue LCD TV business. It displayed LCD TV, which applied QD technology, in one side so that it’s not compared with numerous OLED TVs. The exhibition of LCD TV, positioned in the corner after losing power, shows that the time is getting closer for competitors to wake up from the illusion that LCD TV will last forever.

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[IFA2016]The Leading Power of TV in Europe and the Middle East, Interested in OLED TV

OLED TV is rising to be sensational in IFA2016, the largest consumer electronics show in Europe. In the development of the initial OLED TV market, LG Electronics is in the lead followed by Chinese companies. LG Electronics and Samsung Electronics, the two major companies in TV market, simultaneously launched OLED TV in 2013 and led OLED TV market until IFA2014. However, Samsung lost confidence to produce quality OLED TV and completely withdrew from CES in 2015. Since then, it has been focusing only on penetrating LCD TV market grafted on to QD technology.

Recently, Samsung Electronics stated that its OLED TV technology is still unsatisfactory due to the burning problem and thus, it is going to launch QLED TV, which uses QD technology, as the next product after LCD TV as soon as possible. Hence, there were many concerns over contraction of OLED TV market.

However, the on-going exhibition in IFA2016 is dispelling such negative concerns over Samsung OLED TV by the title, to be specific, “LCD TV, not anymore!”

Philips, the leader of consumer electronics in Europe, penetrated IFA2016 exhibition center with its newly developed OLED TV.

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Philips planned the exhibition concept very delicately to highlight its OLED TV. First of all, it arranged lots of LCD TVs in three different sides to show that its main product is still LCD TV. It also placed OLED TV vertically in the middle of a space large enough to exhibit dozens of TV and made it to rotate to be displayed and seen well by visitors from any angle. Put differently, it designed the room for people to observe OLED TV in three dimensions. Through space arrangement rather than display of words, Philips declared its intention to change portfolio to OLED TV.

Moreover, the exhibition is designed so that visitors can easily compare superior OLED TV with LCD TV.

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At the back of OLED TV, which displays vivid colors and clear contrast range, there is LCD TV where colors run as a result of ghost effect which blur and demolish the boundary of objects in the image. Such problem does not surface when one only sees LCD TV screen. However, it becomes clear when watched together with OLED TV.

Philips exhibited OLED TV in the middle of LCD TV to maximize the superiority of OLED TV.

Vestel, the leading power of TV in the Middle East, has also used the same strategy. It displayed LCD TV on the wall and arranged 12 OLED TVs in the middle, facing one another. By doing so, visitors can watch LCD TV through the back of OLED TV, too.

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Futuremore, Vestel displayed the largest OLED TV in the world, made of 9 OLED TVs, at the end of exhibition, and showed that “this is OLED TV!

Although Samsung Electronics will continuously bring up negative concerns over OLED TV, more and more worldwide TV companies are still entering OLED TV market. Now the time is getting nearer for LCD TV to disappear and OLED TV to dominate the premium TV market.

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[IFA 2016]Galaxy Gear: Talk about 3 event: How far the smart watch could be evolved

In Berlin where IFA2016 is held, Samsung Electronics hosted the showcase of Gear3, which is a follow-up model of Galaxy Gear on Aug. 31.
Smart watch is equipped with differentiated characteristics including a sporty sense, communication and simple healthcare function of checking the heart rate and the amount of exercise. Since Galaxy Gear2 and Apple Watch also had no difference with those characteristics, the prospect of smart watch market did not seem bright.
However, Galaxy Gear3 showed how smart watch could be used in human life in an appearance different from previous ones. It has evolved into a product that could absorb the existing watch market instead of seeking differentiation from the existing watches.

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First of all, the appearance has been changed. The case is changed to steel, and it uses Gorilla Glass SR+ in order to prevent impact. Gear is carved in bezel, which was plain and inconvenient in manipulating the display.

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It absorbed the appearance of the best sports watch models.
With its expanded width of 1.5 inch, the exterior has been expressly changed compared to the previous model, Galaxy Gear2.

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In addition to the exterior change, Galaxy Gear3 has tremendously evolved in its internal software. Firstly, Always on Display function, which is applied to Galaxy S7, is applied. Always on Display is a function that enables you to always check time, and the function is realized by installation of the best flexible OLED only available by Samsung Display. In order to materialize it, it is required to have a display with very low power consumption, the operation technology and a long-life battery.

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With a built-in GPS function, it is capable of navigation. You can use the smart watch separately since it is designed to be equipped with Alti/Barometer, Speedometer, LTE and built-in Speaker.
In addition to these, it secured safety by installing Knox, the software security system of Samsung. It also contains Connected Car System, which could be linked with an automobile.
In a comprehensive sense, Galaxy Gear3 to be launched soon is the first product that could be independently used without any smart phone. It has evolved to be a “Digital Convergence” product, which absorbed smart phone, rather than being an accessory product of smart phone.
In this event, Galaxy Note7 appeared in assisting the Galaxy Gear3. I have a very strong and good feeling that Galaxy Gear and Galaxy Note might pioneer a new market which divides up the existing smart phone market.

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Galaxy Note 7 records high peak brightness of 1,048 nits

Galaxy Note 7 Records High Peak Brightness of 1,048 nit

Hyunjoo Kang / jjoo@olednet.com

DisplayMate Technologies, the leading evaluator of video screens, announced the results of a new series of comprehensive lab tests on the Galaxy Note 7 ’s display.

As the first smartphone to incorporate High Dynamic Range(HDR) technology for mobile video streaming, the Galaxy Note7 provides a cinema-like viewing experience. HDR, the newest performance enhancement feature developed for the latest 4K Ultra HDTVs, expands the color, contrast and brightness of video content through special image processing.

To display the latest high-end video content, the Galaxy Note7 was equipped with the newest standard Wide Color Gamut called DCI-P3 for Digital Cinema Initiative. The measured color gamut of the AMOLED Cinema screen mode is a very accurate 97 percent of the standard DCI-P3 color gamut. It also received a very accurate Absolute Color Accuracy measurement of 2.8 JNCD.

The Galaxy Note7 boasts a record high peak brightness (automatic brightness) of 1,048 nits in high ambient light conditions and a screen reflectance level of 4.6 percent. This means that the screen of the Galaxy Note7 can easily be viewed or read, even under relatively high ambient lighting, such as bright sunlight, which washes out the image color saturation and contrast, decreasing picture quality.

In line with its automatic brightness improvements, the Galaxy Note7 received praise from DisplayMate for being the first of its kind to incorporate a second, rear ambient light sensor. This sensor measures surrounding ambient light and then uses the measured value, along with that of the front ambient light sensor, to alter the display brightness accordingly. The additional sensor helps the device to obtain an accurate reading of the true ambient light level, even when the phone is held in the user’s shadow.

DisplayMate also made note of the Galaxy Note7’s new Blue Light Filter that allows the user to adjust and reduce the amount of blue light from the display for better night viewing, “which some recent research indicates can affect how well users sleep afterwards.”

Featuring curved screen OLED display, the Galaxy Note7 will be available for purchase starting August 19.

H1 2016 OLED Wearable, Disappeared Smartwatch and Rising VR ∙ Smartband

bungee jump with Gear VR (Source = Samsung)

Hyunjoo Kang / jjoo@olednet.com

Unlike the same period last year, H1 2016 showed quiet smartwatch sector while VR (virtual reality) device and smartband became popular.

According to UBI Research, of OLED wearable device revealed in H1 2016, 6 are VR devices (OLED display is either directly equipped to the device or OLED smartphone can be connected) and 4 are smartbands. In H1 2015, there were 5 OLED smartwatches and 3 OLED smartbands. The difference between almost no smartwatches in H1 2016 is evident.

In VR sector, Oculus began the announcements with Samsung Display’s OLED equipped Oculus Rift in January. Following this, other companies such as Sony, HTC, and DeePoon revealed new products in international exhibitions. Samsung Electronics recently showed Gear VR that can be paired with Galaxy Note 7 in New York, and VR is expected to maintain its popularity in Q3.

In H1 2016, smartband stimulated the market with Samsung Electronics’ Gear Fit 2, Xiaomi’s Mi Band 2, and Fitbit’s Alta.

However, the only new OLED smartwatch product announced in H1 2016 was China’s GEAK’s GEAK Watch 3, and it was not even released in the market. The reason for the slump in the smartwatch market has been noted to be short battery life, and lack of useful applications. However, as Samsung Electronics and Apple are expected to announce new smartwatch products in Q3, renewed enthusiasm is anticipated.

Samsung’s Gear 3 is expected to be revealed in IFA 2016 in Berlin in September. Apple is also rumored to be announcing Apple Watch in September. Apple has already revealed smartwatch operating system Watch OS3 with improved speed and function in June.

LG’s 77 inch OLED TV at KRW 40 Million, Is the Price OK? Comparison with Competitors…

출처=LG전자

LG`s 77 inch OLED TV Picture Source = LG Elec.

Hyunjoo Kang / jjoo@olednet.com
LG Electronics recently announced 77 inch OLED TV, and its factory price at KRW 41 million received much attention. With the diverse public opinions regarding this, OLEDNET looked into price trend of TV of similar size.
According to UBI Research, Samsung Electronics’ 78 inch SUHD TV product is being sold at USD 7997.99 ~ 9997.99 (lowest price at Amazon). Released in April, these products utilize quantum dot film attached LCD panel.
For Sony which uses LCD, 75 inch product released in January costs approximately KRW 6.7 million as of July, and 85 inch product costs approximately KRW 9 million. Sony products are less costly than Samsung and LG products.
The actual market price of LG Electronics’ 77 inch OLED TV is not yet exactly known. However, the comparison with its factory price of KRW 41 million shows it is about 4 times more expensive than Samsung Electronics’ 78 inch product and Sony’s 85 inch product.
Compared to LCD TV, existing large OLED TV of same size is about twice as expensive. Although the gap has been recently reduced, this is due to LG Electronics’ OLED TV price reduction. While it is true that OLED TV is pricier, that does not mean it is not marketable. In fact, LG Electronics announced that Q2 2016 OLED TV sales increased by 4 times compared to previous quarter through conference call.
However, some believe that the fact the difference is approximately 4 times, rather than twice, will bring down the competitiveness. Regarding this issue, Choong Hoon Yi of UBI Research explained that considering that the yield drops rapidly as the size increases, the price of LG’s 77 inch new product is not totally out of order. He added that the price will drop with yield improvement, and looking at TV market trend so far, the market price could eventually be half of the factory price.
LG Electronics’ 77 inch OLED TV could fall to about KRW 20 million from KRW 41 million, reducing the price gap against LCD TV of similar size to approximately 2 times. Yi further added that despite being twice as expensive as LCD TV, OLED TV has been solidifying its position in the market.