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In the “2018 OLED Equipment Report” recently published by UBI Research, the required investment cost was analyzed for the QD-OLED that Samsung Display started to develop. QD-OLED, which is being developed by Samsung Display, is a method of displaying three colors of RGB by separating green and red from the light emitted from blue OLED […]
UBI Research recently published “2Q18 AMOLED Display Market Tracks”, which includes market updates of the second quarter of 2018. The report covers OLED display panel makers’ investment status, OLED display market forecasts from 2018 to 2022, OLED demand and supply trends, and competitiveness analysis of OLED Smartphone business for Samsung Display and other OLED display […]
In the 2Q earnings release conference call hosted on the 25th July, Kim Sang-don, LG Display CFO, said, “Looking back at the first half of 2018, the market was in a difficult situation due to the slump in prices, the traditional off-peak season and increased display supply from China. We expected the market conditions to […]
With the recent announcement that Samsung Electronics and Huawei are aiming to launch smart phones with foldable OLED, folder-type smartphones are drawing attention. Display companies are converting glass materials used in the existing substrates and cover windows into plastic materials. Consequently, the durability of plastic materials is becoming an important issue.
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,
Sunic System’s solution for 11K (2,250 ppi) AMOLED production revealed in IMID 2016 held in Jeju ICC, South Korea is receiving much attention.
During the Industrial Forum IMID 2016, held on 23 August in Jeju ICC in South Korea, the president of UBI Research Choong Hoon Yi gave a keynote speech and suggested the changes to the industry that flexible OLED will bring.
Yi discussed diverse applications for flexible OLED and emphasized that digital convergence where tablet PC is absorbed into smartphone will occur. He explained that flexible OLED will open the foldable phone era where the screen can be completely folded, and innovative product which will become a 5 inch smartphone when folded and a tablet PC when opened will be developed.
Samsung Display’s Dr. Sung-Chul Kim gave a keynote speech during IMID 2016 being held in Jeju ICC in South Korea. He emphasized that AMOLED is the suitable display for the current trend and discussed the issues to be solved for AMOLED.
During the Industrial Forum IMID 2016 held on 23 August in Jeju ICC of South Korea, LG Display’s Automotive Sales and Marketing director Sanghyun Ahn gave a key note presentation titled ‘Plastic-OLED Market Projection and Application in Automotive Display’, and explained advantages that POLED brings to automotive interior design. In particular, Ahn emphasized that POLED allows design freedom for automotive cluster and CID (center information display).
During the Industrial Forum held in ICC Jeju of South Korea, Lee gave a presentation titled ‘Introduction of Display Technology for VR/AR’, and mentioned concern from some sectors that the VR∙AR market will walk the same path as the 3D TV market.
Starting with IMID in Jeju, South Korea, numerous OLED conferences are to be held one after another, with TADF (thermally activated delayed fluorescence) technology expected to be a hot issue. The leaders in this sector such as Cynora are planning to actively discuss the technical skills through the events in fall.
UBI Research reduced the expected OLED panel shipment for ≥ 55 inch TV in 2016-2020 by approximately 20-30% from the previous forecast. This is with the consideration that ≥ 65 inch TV market is growing.
OLED smartphone market is growing prominently in the global market. Q2 2016 global 4~6 inch OLED panel shipment increased by 72% compared to the same period in 2015.
Global smartphone OLED panel shipment is expected to exceed 300 million units for the first time in 2016, and exceed 1,000 million units in 2019.
eMagin, an OLED microdisplay company which is a technology that is needed for VR device, AR device, medical device, etc., showed 3.8% fall in H1 2016 sales compared to the same period last year with net loss of USD 2.404 million.
JDI (Japan Display), which recently drew attention when it became known that they sought financial help from the government, recorded JPY 10,600 million operating loss in H1 2016.
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.
Unlike the same period last year, H1 2016 showed quiet smartwatch sector while VR (virtual reality) device and smartband became popular.
With the forecast of continued rapid growth of OLED lighting panel market, automotive OLED lighting in particular is expected to lead the market.
Global lighting OLED panel market is rapidly growing each year. In 2020, it is expected to record USD 1,600 million, and LG Display is estimated to occupy 53%.
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.
In Q2 2016, Taiwanese panel industry recorded decreased small to medium size LCD panel shipment and increased shipment of 9 inch or bigger large size panel.
Boosted by OLED TV sales increase, LG Electronics’ Q2 business profit increased by approximately 140%.
LG Electronics Inc. (LG) announced second-quarter 2016 operating income of KRW 584.6 billion (USD 503.10 million), nearly 140 percent higher than the previous year, from strong performance by the Home Appliance & Air Solution and Home Entertainment companies, both reporting the highest quarterly operating profit in LG’s history.
Samsung Electronics today announced financial results for the second quarter ended June 30, 2016. Samsung’s revenue for the quarter was KRW 50.94 trillion, an increase of KRW 2.40 trillion YOY, while operating profit for the quarter was KRW 8.14 trillion, an increase of KRW 1.24 trillion YOY.
LG Display announced its seventeenth straight quarterly operating profit at KRW 44 billion, which resulted from a thorough and profit-focused management based on differentiated technologies in response to difficult market conditions caused by continuing falls in panel prices and the aggressive expansion of LCD production capacity by Chinese panel makers.
LG Display, the world’s leading innovator of display technologies, announced today that it will invest KRW1.99 trillion in a new 6th generation (1,500mm x 1,850mm) flexible OLED display production line in Paju, South Korea, as part of its preemptive efforts to change and lead the approaching era of flexible OLED screens for mobile devices.
In order to respond to the outpouring Chinese large area LCD, it is analyzed that carrying out investment to turn large area LCD line into OLED is the most reliable method.
In order to respond to rapidly increasing OLED smartphone demand, Samsung Display( SDC ) is analyzed to require additional installation of Gen5.5 rigid OLED line and V1 line move.
For the next 5 years, 2016-2020, global Gen8 (8G) complementary investment ( LCD → OLED ) is expected to be total USD 6,674 million.
China is expected to possess 80% worth of new large size LCD line of current Korean large size LCD mass production line after 3 years.
According to 2016 OLED Manufacturing Equipment Annual Report, recently published by UBI Research, the total monthly production capa. of large area LCD mass production line that has been confirmed or being considered for investment in China and Taiwan until the end of 2018 is 525K.
LCD shipment of AU Optronics (AUO) in Q2 2016 increased but revenue decreased.
AUO recently announced that they recorded revenue of NTD 80.09 billion (approx. USD 2,478 million) in Q2 2016. This is an increase of 12.6% from the previous quarter but down 13.2% from Q2 2015.
As the next generation TV technology, QLED is becoming an issue in media. This is because Samsung Electronics selected QLED TV as the next product after the currently selling SUHD TV.
AMOLED manufacturing equipment market for Apple’s use for 5 years, 2016-2020, is expected to reach USD 13,000 million.
According to 2016 OLED Manufacturing Equipment Annual Report, published on 7 July by UBI Research, the global Gen6 flexible AMOLED manufacturing equipment market is expected to record USD 28,411 million in 2016-2020.
Applied Materials is expected to show Q2 display manufacturing equipment sales increased by almost 6 times bolstered by OLED market growth.
Digitimes recently quoted Applied Materials’ greater China account general manager Kuo Yi-tze and reported that the company’s Q2 2016 order value for the display manufacturing equipment is estimated at USD 700 million.
Japanese media reported that Japan Display (JDI) is expected to sell small-to-medium sized LCD module factory located in south China to Chinese panel company Jiangxi Holitech. The sales price is USD 16.15 million.
On 26 June, Digitimes reported that Innolux, TFT-LCD panel company, is constructing the world’s first Gen8.6 LCD factory in Taiwan. Quoting the company’s associate vice president Hung Mao-sheng, Digitimes reported that Innolux will begin installation in June and could start mass production by the end of 2016.
VR(virtual reality) technology is rapidly expanding to manufacturing industry as well the contents sector such as films and games. In particular, technologies including 3D rendering and motion technology, fused with VR, are anticipated to create synergy in diverse areas such as product design, architecture, facility management, etc.
Plenty of VR related contents and software products were exhibited in Manufacturing World Japan 2016 (22-25 June).
Transmedia presented Drop in VR which is a platform which allows users to create, manage and publish VR contents. The user-created 3D modelled contents can be uploaded to the Drop in VR server, and edited by adding music, clips, and other functions.
At Manufacturing World Japan (22-25 June, Tokyo Big Sight), 4D movie was demonstrated through Gear VR.
Dynamo Amusement, a contents company, showed their VR contents Megalodon, and used Samsung Electronics’ Gear VR and Galaxy S6 for demonstration.
If the Galaxy S Series luminance increase trend continues, it is estimated that the luminance will reach 754 nits within 2-3 years. In order to produce Galaxy S with 754 nits, the luminance of blue emitting materials, that will be used for the product’s AMOLED, is analyzed to require improvement by approx. 3.7 times.
An article by Barry Young, the managing director of the OLED Association, in Display Daily created much excitement in Korean display industry when domestic media picked up the story on 14 June. The article includes Young’s suggestion, “don’t believe the garbage about QLEDs in 2019”.
Reed Exhibitions Japan Ltd., the largest trade show organiser in Japan, announced that Manufacturing World Japan 2016, Japan’s leading trade show for the manufacturing industry, is coming back at Tokyo Big Sight from June 22 – 24, 2016 with the largest scale in its history.
With diverse merits, OLED application is increasing to include notebook, tablet, monitor, etc. Accordingly, Samsung Display’s OLED panel is being actively expanding to this market.
Samsung Display’s recently revealed 5.5 inch 806 ppi AMOLED is expected to contribute to the expansion of the global VR (virtual reality) market as well as providing synergy for both Samsung Electronics’ future VR and smartphone business.
Samsung Electronics, will showcase the latest additions to its industry-leading digital signage and visual display solutions portfolio at the InfoComm 2016 tradeshow. Scheduled to take place June 4-10, 2016, at the Las Vegas Convention Center, InfoComm is the largest annual global conference for the professional AV industry and is expected to welcome more than 40,000 attendees from nearly 110 countries.
Recently, DigiTimes reported that Chinese smartphone companies are discussing supply with Taiwanese panel companies due to panel shortage. According to the report, executives of Chinese smartphone companies such as ZTE, Vivo, GiONEE, etc.
One of the issues of flexible OLED actualization is acrylic’s vulnerability against lower temperature, and silicone is emerging as a solution. Meanwhile, Momentive is attracting attention with their promotion of silicone based InvisiSil.
The LG Stylus 2 Plus, the latest edition of its large-format, begins its global rollout with its launch today in Taiwan
While most of wearable products including VR (virtual reality) device and smartwatch within Chinese market are equipped with LCD display, AMOLED’s presence is growing.
During the SID 2016, not only Samsung Display and LG Display, but other companies including BOE, Japan Display (JDI), and Tianma also presented OLED. The extent of OLED by Korea, China, and Japan drew much attention.
Samsung Display is drawing attention with 5 inch level VR (virtual Reality) device display with the highest resolution in the industry. The company also displayed Bio Blue, which minimized blue wavelength harmful to human eye
CTO of JDI , Hiroyuki Ohshima, estimated that the display will evolve to flexible and human friendly, and emphasized that LCD is not suitable for flexible
During his keynote session in SID 2016 (22-27 May), Ohshima discussed the future of display. He explained that the display will evolve to System Integrated Display that combines different technologies and toward flexible.
As a keynote speaker for SID 2016, Samsung Display ’s Executive VP and Chief of Research Center, Dr. Sung-Chul Kim explained that display will expand human life experiences through application to automotive, window, mirror, etc. and emphasized that AMOLED will become a key solution for this.
Japan’s Nikkei recently reported that Japan’s Dai Nippon Printing will expand their capa. by 3 times. Dai Nippon Printing occupies 50% of the global OLED evaporation mask market as a dominating leader of the market.
Samsung Display and LG Display will showcase the technologies for next-generation displays at the 2016 Society for Information Display( SID 2016 ) conference, which is being held at the Moscone Convention Center in San Francisco from May 22 to 27.
Samsung Electronics introduced the largest Galaxy S7 edge in Europe, mega-sized LED signage—80 meters high and 40 meters wide, in Sokol, Moscow.
Foxconn, which became a focus of global attention with the Sharp takeover, bought Nokia ’s mobile phone business.
Apple announced the opening of a new office in Hyderabad that will focus on development of Maps for Apple products. This investment will accelerate Maps development and create up to 4,000 jobs.
In May 24-26, during the SID Display Week 2016 in Moscone Convention Center, San Francisco, UBI Research will be operating a booth, open for business consultation.
At the exhibition booth, UBI Research will carry out meetings regarding their OLED Reports and consulting service. Visitors will be able to receive detailed information on reports published by UBI Research and consultation.
DeePoon , Chinese VR (virtual reality) company, is launching a new VR device equipped with Samsung Display’s AMOLED panel in June. Unlike Korean and Japanese companies such as Samsung Electronics and Sony that showed AMOLED VR already….
Key players of global OLED industry gathers in one place.
On 25 May at 6.30 pm (local time), UBI research is hosting OLED Night for key players of global OLED industry in Dobbs Ferry, San Francisco.
A forecast that Apple will apply more OLED than Samsung Electronics from 2021 has been suggested.
On 13 May, UBI Research hosted OLED Investment Analysis Seminar titled The Effects that Apple will have on Display Industry in Seoul, Korea. At this event, UBI Research’s Choong Hoon Yi estimated future flexible OLED smartphone market share.
EverDisplay (EDO), whose main force is mobile AMOLED, is accelerating its wearable market target.
In CES Asia 2016 (11-13 May) held in Shanghai, China, EDO presented VR (virtual reality) device equipped with their own AMOLED and revealed their roadmap in this market.
Huawei is expected to release 1.2 inch AMOLED panel equipped smartwatch for women in September if early.
In CES Asia 2016 (11-13 May) held in Shanghai, China, Everdisplay (EDO) revealed that the 1.2 inch AMOLED panel product will be released in July, and Huawei will launch smartwatch for women equipped with this panel in September.
Although Samsung and LG both had smooth Q1 2016 for set businesses including TV, display sectors were different. The majority of the industry believes that global oversupply of LCD’s effects was great. Key LCD players in China, who could be seen as responsible for the LCD oversupply, also showed bleak performance.
Samsung Elec. today announced financial results for the first quarter ended March 31, 2016. Samsung’s revenue for the quarter was KRW 49.78 trillion, an increase of 5.7 percent YoY, while operating profit for the quarter was KRW 6.68 trillion, an increase of 12 percent YoY. In the company’s earnings guidance disclosed on April 7, 2016, Samsung estimated first quarter consolidated revenues would reach approximately KRW 49.0 trillion with consolidated operating profit of approximately KRW 6.6 trillion.
LG Display reported today unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending March 31, 2016.
This year’s global OLED emitting materials market is expected to record US$ 677 million, approximately a 16% increase compared to 2015.
Last year, the global LED market recorded its first decrease. This is analyzed to be due to aftermath of price competition. the spread of OLED is also one of the reason.
With the trend of smartwatch market’s below expectation growth, some believe that this year’s Apple Watch shipment volume will decrease by 25% or more compared to last year.
Apple announced that it will hold its 27th annual Worldwide Developers Conference (WWDC), hosting the creative talent behind the world’s most innovative apps, from June 13 through 17 in San Francisco. At WWDC, Apple’s developer community comes together from all corners of the globe to learn about the future of Apple’s four software platforms — iOS, OS X, watchOS and tvOS.
Samsung Electronics has released Pink Gold editions of the Galaxy S7 and S7 edge, bringing the total of available colors for the devices to five.
UDC (Universal Display) that is dominating the global OLED emitting materials market, recorded 11% reduced OLED emitting materials revenue in 2015 compared to 2014. Despite the decreased revenue, it maintained its top place in the market.
On 14 April, one Korean media reported that Samsung Display agreed to supply OLED for Apple’s iPhone, and the forecast that Samsung Display OLED will be used for iPhone 7S (TBA) to be released in 2017 is gaining traction.
Sharp Corporation will release RoBoHoN, a small and easily portable robot-shaped phone.
Foxconn is expected to occupy approximately 22% of 2016 Q4 global large size panel yield, similar to the levels of Samsung Display and LG Display.
Samsung Electronics America, the leader in home entertainment for over 10 years, announced the availability and pricing for its 2016 line up, including an entirely new Flagship model series – the KS9800, bringing a new meaning to Smart TV.
As a response strategy for the future smartphone display market, Japan Display (JDI) nominated LTPS evolution. This is to continue the position that JDI achieved within the LCD market through LTPS technology in the OLED market using Advanced backplane technology.
LG Electronics Inc. (LG) today announced its preliminary earnings results for the first quarter of 2016.
China’s TFT-LCD company, BOE, revealed ambition that it will lead the 8K market within the TV sector.
At the Technical Conference of FineTech Japan 2016 (April 6-8), BOE’s CEO Zhaohong Zhang gave a keynote speech titled Strategy of Adaptation and Innovation, and emphasized that the large size TV will notably grow, and BOE will lead the large size 8K TV market.
Samsung Electronics announced today that it has sold more than one million curved monitor products worldwide. The global display provider introduced its first curved LED monitor – the 27-inch, 4000R (curvature radius of 4,000 mm) SD590C model – in September 2014, and since has expanded its line-up to include several additional curved monitors.
JOLED has completed development of 19.3 inch and 12.2 inch OLED panel through printing technology, with plans of mass production in 2018. During the FineTech Japan (April 6-8) Special Session, Tomoaki Tsuboka, Corporate Officer and Head of Business Development in JOLED, gave a talk titled The Strategy of JOLED to Challenge Innovation and revealed this information.
Samsung Electronics announced its earnings guidance for the first quarter of 2016.
LG Display has once again reaffirmed its determination to lead the TV market with OLED as the growth engine. In particular, the company is planning to actively respond to the increase of demand for 65 inch and 55 inch OLED TV.
Samsung Display’s CTO, Sungchul Kim, displayed infinite potential of AMOLED’s new market creation ability, and emphasized that panel, manufacturing equipment, materials, and communication sectors need to grow together. He also suggested new life through AMOLED and technologies required for this.
With the forecast of gradually bolstered investment in OLED by Foxconn that recently bought Sharp for $ 3.5 billion, there is a possibility that this company could actively mass produce OLED panel for smartphone from 2018.
In the midst of UDC’s domination of 2015 global emitting materials market, with Japanese Idemitsu Kosan’s rapid growth and slump of Korean emitting materials companies, there has been changes to the environment.
Following Foxconn’s takeover of Sharp, which company will end up suffering the most?
On March 30, Taiwan’s Hon Hai’s Foxconn agreed to buy Sharp for about $ 3.5 billion. With this decision, there is much focus on how it will affect the global display market.
On March 30, 2016, Taiwan’s Hon Hai’s Foxconn agreed to buy Sharp for about $ 3.5 billion. With this decision, there is much focus on how it will affect Korean display and set companies including Samsung and LG.
From April, the display industry is estimated to start mending the damage carried out by LCD with OLED.
Starting this week, LG Electronics (LG) will begin reaching global markets with its highly anticipated LG G5 modular smartphone.
Due to the oversupply of LCD panel in global display market, the opinion that Samsung Display and LG Display will also not be able to avoid large amount of deficit is becoming stronger.
Within the TV market, there is an opinion that even Samsung Electronics which believes it is not yet the time for OLED panel cannot continue to insist on LCD. Experts estimate that even if it is the same OLED TV, Samsung Elec. will differentiate the actualization method from competitors’ including LG Electronics. One of the possibilities suggested is Samsung’s selection of ink-jet printed OLED TV panel.
On the subject of Samsung Electronics’ 2nd generation quantum dot display equipped SUHD TV product, recently released in Korea, display experts consider the actualization of 1,000 nit without cadmium as the key strength.
On March 23, LG Electronics launched world’s first 86 inch 58:9 commercial display Ultra Stretch.
OLEDWorks, an OLED panel lighting production company, is carefully opening the future lighting market with diverse future product lineup.
During the Lighting + Building 2016 exhibition (March 13-18) held in Frankfurt, Germany, OSRAM revealed that OLED rear lamp equipped cars will be on the road within 2-3 months.
OLEDNET visited Light + Building 2016 (March 13-18) held in Frankfurt where LG Display unveiled product line up that can be used to diverse applications such as flexible solution, luminaires, mirror solution, module solution, OLED panel products, and transparent connection solution.
LG Display announced today that it will invest in a new OLED light panel manufacturing facility. The planned facility will be the first 5th generation (1000 x 1200mm) OLED light panel manufacturing plant in the world. It is to be located in the South Korean city of Gumi, where it will produce a range of OLED light panels.
This year, Korea is expected to secure overwhelming leadership position within the global AMOLED panel market with 95% market share.
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