OLED Market Enters Adjustment Period from Rapid Growth
As smartphone makers, including Samsung Electronics and Apple, increased the use of OLEDs in flagship models, the growth of the OLED market, which had been rapidly growing, has been braked.
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Samsung Electronics’ foldable smartphone to be released in 2021, with touch pen and UTG thickness different?
/inAccording to the ‘2020 OLED Components and Materials Report’ recently published by UBI Research, Samsung Electronics’ next-generation foldable smartphones to be released in 2021 are expected to be equipped with a pen function.
OLED performance analysis in the first half of 2020
/inIt was found that COVID-19, which has spread around the world since January this year, has adversely affected the OLED industry as well. According to UBI Research (CEO Choong Hoon Yi)’s [2020 OLED Display Semi-Annual Report], OLED total shipments and sales in the first half of 2020 were 231 million units and 13.2 billion dollars, respectively. Compared to shipments of 230 million units and sales of 13.8 billion dollars in the first half of last year, shipments increased by 1 million units but sales decreased by 600 million dollars.
Smartphone OLED shipments plummeted to 87 million units in the second quarter of 2020
/in Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, Market, MarketAccording to the market track for the second quarter of 2020 published by UBI Research, the total OLED shipments in the second quarter were 107 million units, down 13.4% (QoQ) from 124 million units in the last quarter. In addition, it decreased by 16.6% (YoY) compared to the 122 million units in the second quarter of 2019. This is because sales of OLED set devices decreased due to the aftermath of COVID-19.
Supplied foldable OLED panels to CSOT T4, Motorola
/inRecently, 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.
Will Dowooinsys expand UTG lines to prepare for the foldable phone market?
/inThe cover window material of Samsung Electronics ‘Galaxy Z Fold 2’ which will be released in the second half of this year, is UTG like ‘Galaxy Z Filp’. The reason why Samsung Electronics prefers UTG is analyzed for its sense of luxury, differentiation, and sensitivity for the touch pen expected to be applied in the future.
LPKF’s laser glass processing technology, makes a cover glass thicker than UTG be folded.
/in Technology, Technology, Technology, TechnologyIt was expected that the S Pen would be applied to Samsung’s ‘Galaxy Z Fold2’, which will be released in the second half of this year, but it has passed the year.
Samsung’s Galaxy Z Fold 2 image leak, internal and external displays become bigger
/inOn 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.
Published The Chinese OLED Industry Trend Report for The First Half of 2020
/inUBI Research published a report on trends in China related to the OLED industry at the end of the first half of 2020.
In 2020, 1Q China’s OLED sales were $842 million, despite a Corona 19 crisis, up 1.7% QoQ and 59.4% YoY. China’s OLED shipments are 23% of the total market as of 2020, and it is expected to expand to 45% in 2025.
Material Science Co., Ltd. develops high-purity blue light-emitting material with a half width of 11 nm
/in Focus onIn OLEDs which are currently leading the display industry for mobile devices and TVs, blue material is still using fluorescent material unlike red and green.
Currently, a lot of light emitting material companies are trying to improve the efficiency, lifespan, and color purity of blue light emitting materials, also next-generation materials such as phosphorescence, TADF, and hyper-fluorescence as well as actively developing luminous efficiency by controlling emission wavelengths.
Announcement of sale of Samsung LCD P8-2 line
/inRecently, Samsung’s announcement of the sale of the P8-2 LCD line in Tangjeong was posted (announced on June 29).
Samsung has been steadily selling the old LCD line until recently, but since it has never posted a sale announcement, it is unusual to post a notice on the sale of this P8-2 line.
Jiangsu LEMENG (江苏乐萌) invests 200 million yuan for OLED metal mask project
/inOn June 18, 2020, Jiangsu Lemeng Precision Science and Technology Co., Ltd. (江苏乐萌精密科技有限公司, hereinafter Jiangsu Lemeng) invested 200 million yuan to sign a project contract to confirm the OLED metal mask. It was held in the state-of-the-art new district of Changzhou, Changzhou, Jiangsu Province.
Investment of 43.75 billion yuan, investment of new Micro OLED factory in China
/inAccording to China’s Fujian Daily, a large-scale investment agreement has been recently signed in Quanzhou, China. According to the contents of the agreement, the contents of various agreements including the Micro OLED project, high-purity electronic materials, lithium hexafluorophosphate project, China Datang 5G Southeast Industrial Base project, and integrated circuit start-up investment fund business are included. It consists of high-tech IT industries such as manufacturing, digital economy, and financial services.
Samsung Display A3 line replaced with Y-OCTA manufacturing line
/inThe touch panel technology installed on a mobile phone is an important element technology that performs a user interface function. Touch technology is changed from an add-on type to an on-cell type in flexible OLED displays.
Deuterium substitution blue, will be next generation blue materials?
/inFluorescent blue emitting material is the only fluorescent material used in small and medium-sized OLEDs and large-area OLEDs.
Development of next generation emitting materials such as TADF and hyper-fluorescence is also in progress, but deuterium substitution technology has got attention since it is adopted to Samsung Galaxy S20.
Samsung’s QNED, will make a sensation in the TV and display markets?
/inQNED (Quantum dot nanorod LED), which is known to be under development by Samsung, is becoming a hot issue in the display industry in 2020.
With the emergence of micro LEDs, followed by CRTs, PDPs, LCDs, and OLEDs as TV displays, the industry is interested in whether QNED could be another new technology.
QNED structure and manufacturing technology analysis report published
/in TechnologyUBI Research (www.ubiresearch.com) published “QNED Structure and Manufacturing Technology Analysis Report”, which analyzed 41 cases of Samsung Display’s QNED (quantum dot nanorod LED) published patents.
What is the difference between the touch types of each model of iPhone 12?
/inAll 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.
Who is the supplier of OLED panels for iPhone 12?
/in Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, Focus on, SetApple’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.
78.6 tons of OLED emitting material demand increased by 5.6% in 2020
/inAccording to the 2020 OLED emitting material report published by UBI Research, the demand for emitting materials in 2020 is 78.6 tons, which is 4.2 tons higher than last year’s 74.4 tons. The material used for OLEDs for smartphones and mobile devices is 62.9 tons, and the OLED emitting material for TVs is expected to be 15.7 tons.
[UBI Research China Trend Report] Will BOE Provide UPC Panel with Transparent PI Substrate to Oppo?
/in Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, Display, DisplayAccording to UBI Research’s report on changes in the OLED market caused by coronavirus, the forecast for the 2020 OLED modification market is $ 36.7 billion in sales and 612 million units. This is a decrease of 4.8% and 7.6%, respectively, from the expected sales of $ 38.5 billion and shipments of 6.6 million units at the beginning of the year.
Merck acquires OLED patents for display applications from Konica Minolta
/inMerck announced that it acquired the OLED patent portfolio for display applications from Konica Minolta Inc., a global technology company that provides innovative solutions to businesses and society on 24th April. The acquired portfolio comprises over 700 patent families.
Apple’s last LCD phone, iPhone SE
/inThe 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.
Huawei’s OLED TV launch, LG Electronics, and Sony’s 48-inch OLED TV Launch Will Further Increase the Influence of OLED TV to Oppo?
/inHuawei 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.
Samsung Display QD-OLED Investment Timing Forecast to Oppo?
/inSamsung’s LCD business, which began in 1991, will be suspended in 2021. Samsung’s LCD business is completely closed after a 30-year lifespan. Samsung foresaw the limitations of the LCD business 10 years ago and stopped investing in the 10G. Instead, Samsung Electronics has separated the LCD business to create a Samsung Display combined with Samsung SDI’s OLED and has been preparing for a new display era.
JDI decided to sell LCD production equipment to a foreign client for 200 million dollars
/in Equipment, Equipment, EquipmentJDI announced that it has agreed to sell production equipment at its plant in Hakusan, Ishikawa Prefecture, to a foreign client for 200 million dollars.
The Hakusan plant was JDI’s mainstay factory, producing LCD panels for Apple. The plant was halted in July last year due to sluggish demand. JDI plans to clean up excess facilities that have caused poor performance.
Foldable OLED UTG market expected to grow rapidly
/in MarketAs Samsung Electronics’ Galaxy Z Flip continues to be sold out in the market, Samsung Display’s foldable OLED cover window UTG (ultra thin glass) market is expected to grow rapidly.
3F starts construction of 1,100 tons of PI production plant annually
/inChina has entered the localization of PI. Although it has grown to the world’s highest level of LCD production, it is still only a few percent in the OLED panel market. In the OLED field, the Chinese government continues to invest heavily in panel makers, mainly BOE, to help China become the best production base. However, the supply chain of parts and materials that are essential for producing OLED is very poor.
Samsung Display, LG Display, and OLED sales depend on the operation of the Vietnamese module factory
/inSamsung Display and LG Display, whose business trip to Vietnam was blocked by the Corona virus, are trying to prevent delays in OLED production by launching charter.
Molecular Glasses Receives U.S. Patent 10,593,886 For Improved OLED Device Lifetime
/in MaterialThe U.S. Patent Office has awarded patent number U.S. 10,593,886 to Molecular Glasses, Inc. for “OLED Devices with Improved Lifetime Using Non-Crystallizable Molecular Glass Mixture Hosts”
The OLED emitting material market will grow to $ 1.9 billion by 2020
/inUBI Research(www.ubiresearch.com), a company specializing in OLED market research, predicted that the market for OLED emitting materials for 2020 will rapidly grow to $ 1.9 billion.
According to the OLED emitting material market track published by UBI Research every quarter, the emitting material market in 2019 was $ 1.304 billion, up 39.2% from 2018’s $ 0.937 billion market.
Wuhan Tianma 6G OLED line installation delay
/in EquipmentThe Tianma T4 plant in Wuhan has continued to produce even during the corona period, and the core equipment of the ph2 6G OLED line has already been brought in, but the equipment set-up is delayed due to the inability of overseas equipment companies to enter Wuhan.
2020 OLED Manufacturing Equipment Market Forecast
/inAccording to UBI Research’s annual equipment market track for 2020, the OLED manufacturing equipment market is expected to reach $ 9.51 billion in 2020. This is an increase of $ 1.2 billion compared to $ 8.31 billion in 2019.
Canon enters OLED materials business
/in Material, Material, MaterialCanon is considering the OLED materials business as the adoption of OLED panels such as smartphones and TVs is spreading. OLED panels are used in electronic finders in Canon’s mirrorless cameras.
OPPO Launches All-round 5G Flagship Find X2 Series with Industry-leading Screen
/in Set, Set, Set, Set, Set, Set, Set, SetOPPO 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.
AP System supplies ELA equipment to Chongqing BOE B12
/inAP System was selected as the final bidder for BOE’s B12 line ELA (eximer laser annealing) equipment.
ELA is an essential equipment to make low temperature polysilicon (LTPS) TFT for OLED. Eximer laser crystallizes a-Si into polysilicon. It is called LTPS because it makes polysilicon without applying high heat.
The impact of the corona virus on the OLED market in 2020
/inDark clouds are approaching Korean industry by the corona virus that has been blown since the beginning of the year. Wuhan, the birthplace of the corona virus, is badly affecting the Chinese display industry because it is a key place where Chinese display makers are building large production bases.
Galaxy S20 series, Korea’s first day of opening about 70,000 units
/inThe 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.
LG Display named Huawei flexible OLED supplier for new smartphone P40 Pro
/inLG 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.
Compal develops 13-inch foldable PC FlexBook
/inCompal, 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.
IPhone shipments may drop sharply in 1Q
/inThe 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.
Estimated OLED shipments by 2020 will be 662 million units
/inAccording to UBI Research’s “2020 OLED Annual Report”, OLED sales in 2020 are expected to be $ 38.5 billion, an increase of 17.5% from the sales of $ 32.8 billion in 2019.
Foldable Phone Cover Window Material Competition To Heat up.
/in ComponentAhead of Samsung Electronics’ unpacking event, interest in the foldable phone cover window material is hot. There was a concerned surprise that the Galaxy Fold, which was scheduled to be released in the first half of last year, was delayed for several months due to the tearing issue of the protective film. This year’s concern is whether Ultrathin Glass (UTG), which has emerged as a substitute for Colorless Polyimide (CPI), can be mass-produced without major issues.
JDI at Japan signed a $1 billion investment contract and focused on automobile LCDs and finger sensors rather than OLEDs.
/inJapan Display (JDI) announced on the Jan. 31st that they have signed a final contract to receive investment of up to 108 billion yen (980 million dollar) from Ichigo Asset Management. Therefore, the company is expected to release its debts and invest in new fields such as fingerprint sensors. However, it has yet to be determined whether JDI will invest in OLED for Smartphones.
Motorola unveils clamshell-type foldable OLED smartphone
/in DisplayMotorola 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.
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