Entries by olednet

Merck, now it is time to consider the refractive index of common layer materials.

At the ‘OLED settlement seminar for the first half of 2022’ held at COEX on June 23, Merck’s Kim Jun-ho, head of research institute, said, “The concept of the refractive index of the emitting layer is often applied to the capping layer on the cathode, but now it is also required for HTL” and mentioned that the light extraction efficiency can be improved through the optimized refractive index design of HTL.

Introducing iPhone 14 Display Specifications and Panel Vendors

Samsung Display, LG Display, and BOE are expected to supply panels to Apple’s new iPhone 14 series in 2022. It is expected that Samsung Display will supply panels to all models in addition to iPhone 13 series. LG Display will supply 6.12-inch LTPS models and 6.69-inch LTPO models. BOE will supply panels only to 6.12-inch LTPS models.

Analysis of 65-inch Premium TV Price Trends in the First Quarter of 2022

We analyzed the prices of 65-inch TVs of Samsung Electronics’ QLED TVs, OLED TVs from LG Electronics and Sony, and LG Electronics’ QNED TVs until March 2022.
The models we investigated at Samsung Electronics were 4K high-end model QN90A, 4K entry-level models QN85A and QN80A, and 8K models QN800A and QN900A. The models at LG Electronics were OLED TVs A1, C1, and G1 models and QNED TVs QN90UP and QN99UP. The models at Sony Electronics were OLED TV XR65A80J and XR65A90J.

Samsung Display Expands its Business from Smartphones to OLED for IT

According to UBI Research’s published quarterly report, “1Q22 Medium & Large OLED Display Market Track”, mid-to-large OLED sales in the fourth quarter of 2021 was up 29.1% (QoQ) from the previous quarter at $2.2 billion and up by 76.9% (YoY) from the same period of the previous year.
Although Samsung Display leads the way in the OLED market for mobile devices, LG Display overwhelming dominates the mid to large-sized OLED market.

[China Trend Report] Honor Magic4 Series, Panel Supply from BOE and Visionox

According to the ‘China Trend Report’ published by UBI Research, Honor,
a Chinese smartphone manufacturer, announced Magic4 and Magic4 Pro at MWC 2022 held on February 28th.
Both products are 6.81 inches in size. Magic4 has a resolution of 1224×2664 and Magic4 Pro has a resolution of 1312×2848. The peak brightness of both products is 1,000nits and the refresh rate is 120Hz. LTPO TFT and 1,920Hz high frequency PWM dimming technology are applied.

Simbeyond enters new phase of growth with investor and partner ECFG

Eindhoven, 25 February 2022. ECFG has acquired a minority share in Simbeyond through Eindhoven Venture Capital Fund II (EVCF II). Simbeyond has developed simulation software (Bumblebee) that can very accurately measure the effects of OLED materials at the device level. This is the first financing round for Simbeyond. The financing will be used to accelerate company growth (R&D and sales organization).

[China Trend Report] Significant Reduction of BOE’s Panel Supply to Apple in February and March due to Touch IC Supply Issue

According to the ‘China Trend Report’ published by UBI Research, BOE B11 (Mianyang) plant is experiencing difficulties in supplying quantities to Apple due to the supply and demand problem of Touch IC.

The report analyzed that BOE’s shipments to Apple have decreased significantly due to the supply and demand problem of Touch IC.

As a result, shipments are expected to fall far short of the 2022 target set by BOE.

Foldable Phones Predicted to Exceed 100 Million Units by 2026

According to UBI Research’s “1Q22 Small OLED Display Market Track” Small OLED Display (10-inches or smaller watch, smartphone, foldable phone, etc.) shipment in 2021 was 746 million, a 34.4% increase from the previous year’s 555 million.

The reason for the increase in shipments compared to 2020 can be attributed to the increased sales of iPhone 12, iPhone13, and the unexpectedly strong sales of Galaxy Z’s Fold 3 and Flip 3.

[UBI Research China Trend Report] Chinese Panel Makers’ Total Shipments of OLED Panels for Smartphones in the Fourth Quarter of 2021 Increased by 26% Compared to the Third Quarter

According to UBI Research’s ‘February 1st China Trend Report’, total shipments of OLED panels for smartphones by Chinese panel makers in the fourth quarter of 2021 were 44.8 million units, a 26% increase from 35.57 million units in the previous quarter.
By company, BOE shipped 20.9 million units and occupied a 46.7% share, followed by Visionox with 9.7 million units, EverDisplay Optronics with 5.5 million units, CSOT with 5.5 million units, and Tianma with 3.1 million units.

China Aims for the Foldable Phone Market with Multiple Foldable Phone Launches

Samsung Electronics widely successful release of its foldable phones, Galaxy Z Fold 3 and Flip 3 last year has risen expectations for establishing foldable phones into the mainstream.
Chinese companies such as Huawei, Xiaomi, Oppo are also releasing multiple foldable phones.

As the first foldable phone in China, Huawei has been releasing the Mate X series every year since its launch in 2019.
The Mate X and the Mate Xs released in 2020 are 8 inches in size and folds outward.
The external display is 6.6 inches with a resolution of 1148×2480 and an aspect ratio of 19.5:9.

SDC, 4Q2021 The Highest Smartphone Shipments 125 million units, Highest market share of flexible OLED 50.1%

According to UBI Research Weekly Report, Samsung Display’s OLED shipped 480 million units in 2021. The highest number of shipments were in the 4th quarter at 133 million units and the second highest was in the in 3rd quarter at 129 million units.
Samsung Display OLED application products shipped in 2021 were smartphones, watches, tablet PCs notebooks and TVs. OLED for TVs started shipment in the fourth quarter of last year. It was the first OLED for TV shipment in eight years since 2013 when they had discontinued mass production.

LG Display Achieves Record Sales in 2021, Swinging a Profit after Three Years

As LG Display posted the highest sales ever, at the same time it also made a sharp pivot into a profit for the first time in three years.
On the 26th, LG Display announced that it had achieved annual sales of 29.878 trillion won and operating profit of 2.23 trillion won in 2021.
“This is the result of the large-sized OLED panels in the premium market, the strengthening of the small and medium-sized OLED business base, and the innovation of LCD structures centered on IT products,”

Analysis of 65-inch Premium TV Price Trend in 2021

This is an analysis for the 65-inch TV prices for Samsung Electronics’ QNED TV, LG Electronics’ OLED TV, and Sony’s OLED TV in 2021.

Samsung Electronics started with the 4K high-end models QN90A and the 8K models QN800A and QN900A.
The entry-level models QN80A and QN85A were released sequentially.
The 4K models QN90A, QN85A, and QN80A were priced at $2,600, $2,200, and $1,700 respectively. The 8K models QN900A and QN800A were priced at $5,000 and $3,500.

[2021 Visionox Technology Innovation Conference] Chief Executive Officer Zhu Xiujian, “We will provide the ultimate experience through form innovation, basic performance enhancement, and function integration”

At the Visionox Technology Innovation Conference in 2021, Zhu Xiujian, Chief Executive Officer of Visionox Technology Product Engineering Center, gave a presentation on OLED industry trends and Visionox’s advanced technology exploration.
In the OLED industry trend, Chief Executive Officer Zhu emphasized, “Flexible OLED is expected to occupy more than 30% of the panels for mobile devices after 2023, and cost reduction is the only way to expand the market.”

As autonomous driving technology advances, the adoption rate of OLED will increase

At UBI Research’s ‘OLED Settlement Seminar in the second half of 2021’ held on the 19th, Park Seon-hong, head of the Korea Automobile Research Institute, gave a presentation on ‘the status and outlook of future automotive display development’. Responsible Park said, “If the autonomous driving technology is advanced, the number or time of driving will decrease, and the change of the interior space is essential because the driver pays attention to the interior environment of the vehicle. Through the change of the vehicle display, the change of the steering wheel to secure space, and the change of the seat, the efficiency of the space that can utilize the interior space can be increased.”

Smartphone and foldable OLED shipments expected to exceed 700 million units in 2025

At UBI Research’s ‘2021 OLED settlement seminar for the second half of the year’ held on the 19th, UBI Research CEO Choong-Hoon Lee gave a presentation on the settlement of small/mid-large OLED industry and future market prospects. CEO Yi said, “The total sales of OLED for mobile devices in the third quarter was $10.3 billion, up 23.6% from the second quarter and 64.1% from the same period last year. OLED for phones grew to a meaningful number for the first time to $540 million in the third quarter.”

Merck’s Blue Ink Material Lifetime Announced 65% Improvement Year-over-Year.

At ‘Display Insight 2021’ held online on November 4th, ‘Joachim Kaiser’, global application manager of Merck, presented ‘Our OLED solutions – livilux®’. When presenting the ink portion of livilux’s OLED materials, Kaiser noted that “Inkjet printing is the only technology that combines RGB parallel pixel layout with scalability for large display sizes”.

QNED (quantum dot nano-rod LED) structure and core technology

According to the ‘2021 OLED Components and Materials Report’ recently published by UBI Research, the ‘Galaxy Z Fold3’, which is expected to be released by Samsung Electronics in August, has UPC (under panel camera) and pol-less (or color filter on) encapsulation, COE) and S Pen technology are expected to be newly applied.

How far has QNED completed?

The reality of QNED (quantum dot nano-rod LED), which Samsung Display is preparing as a next-generation display, has become clear.
As a result of analyzing 160 patents applied by Samsung Display, it was confirmed that the structure constituting the QNED has already been completed, and that the only remaining task is to keep the number of nano-rod LEDs arranged in the light-emitting pixel constant.

Small OLED performance and forecast in the first quarter of 2021

UBI Research has published a market track on the market performance of small OLED under 10 inches. The main application products are foldable phones, smartphones, and watches. According to UBI Research’s small OLED market track, OLED shipments for smartphones (including foldable phones) in the first quarter were 140 million units, a decrease of 13.5% compared […]

Publication of China OLED industry trend analysis report

Despite the ongoing Corona-19 situation and the US government’s sanctions on Huawei, the adoption of OLED by Chinese smartphone makers is gradually increasing.
The Chinese market, which had been concentrated in the low-end smartphone market, has been expanding into the mid-to-high-end market as Huawei increased its global market share.

Why did Apple choose LTPO?

Samsung Display’s organic light-emitting diode (OLED) display will be used in Hyundai Motor’s first exclusive electric car,’Ionic 5′.
Ionic 5 can choose a side view camera as an option along with a standard side mirror that uses a regular mirror as before. With this option, there are no mirrors on the side mirrors. In the digital side mirror, a camera is mounted in the place of a general side mirror and a display is located inside.

Equipped with OLED panel on Samsung Display in Hyundai Electric Vehicle’Ionic 5′

Samsung Display’s organic light-emitting diode (OLED) display will be used in Hyundai Motor’s first exclusive electric car,’Ionic 5′.
Ionic 5 can choose a side view camera as an option along with a standard side mirror that uses a regular mirror as before. With this option, there are no mirrors on the side mirrors. In the digital side mirror, a camera is mounted in the place of a general side mirror and a display is located inside.

Cover window market forecast for foldable phones

The biggest difference between flexible OLED and foldable OLED will be the cover window material. In terms of price competitiveness, various Colorless Poly Imide (CPI) are superior to suppliers, but in the end, the cover window market is expected to depend on which material Samsung Electronics and Apple choose.

Middle and Large OLED sales growth of 40.2% in 2020

Although Samsung Display’s rigid OLED line is expected to decrease due to a decrease in Huawei’s volume due to the US production, demand for rigid OLEDs is expected to increase as demand for laptops, monitors and tablet PCs is increasing. To respond to this, investment in rigid OLED lines in A4 is also being reviewed. […]

2020 OLED annual performance analysis

Total shipments of AMOLED in 2020 were aggregated to 575.78 million units. This is an increase of 20.41 million units compared to the 557.46 million units shipped in 2019. The first OLED application products released in 2020 are for automobiles and for notebooks. Analysis by application product shows that the market has increased for foldable […]

Kopin’s 2.6K x 2.6K OLED display incorporated in Panasonic’s new VR glasses

January 19, 2021 – Kopin Corporation announced its Lightning® 2.6K x 2.6K (2560 x 2560 resolution) OLED display on chip (DoCTM) are incorporated in Panasonic’s VR Glasses introduced at the CES 2021 this week.
The Panasonic VR Glasses are the world’s first high-dynamic-range (HDR) capable, ultra-high-definition VR eyeglasses and offer stunning lifelike images. It comes in a very small form-factor thanks to the 1.3” displays and the slim Pancake® optics. The small, lightweight form factor makes the glasses comfortable to wear for extended periods of time, unlike today’s bulky VR headsets.

The mini-LED TV market in 2025 is the trend of the premium TV market

Products with more advanced LCDs appear. It is an LCD that has greatly improved brightness, HDR, and color reproducibility by adding QD film and mini-LED to BLU. The existing top-level LCD used a full array local dimming (FALD) BLU with a local dimming zone of about 300 to 500.
When the local dimming zone is increased to more than 3,000 by using mini-LED, the contrast ratio is significantly improved, and the halo effect is reduced compared to FALD BLU LCD TVs. In order to achieve the same performance as OLED, the local dimming zone must have as many pixels as the number of pixels, but due to the limitation of LED size reduction, mini-LED TVs to be sold this year will have a local dimming zone of 1,000-3,000 products.

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.
The third quarter of each year is the season with the best OLED performance for smartphones due to the launch of a new iPhone. According to the display market track of UBI Research (www.ubiresearch.com), in the third quarter of this year, 113 million units were shipped, an increase of 26.3 million units compared to 86.7 million units in the last quarter, showing a growth of 30.4%. However, this figure is due to an optical illusion. The reason is that the results in the first and second quarters were very poor compared to before due to COVID-19.

Samsung Electronics’ foldable smartphone to be released in 2021, with touch pen and UTG thickness different?

The 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.
In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung’s foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

OLED performance analysis in the first half of 2020

The 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.
In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung’s foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

Smartphone OLED shipments plummeted to 87 million units in the second quarter of 2020

The 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.
In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung’s foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

Supplied foldable OLED panels to CSOT T4, Motorola

The 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.
In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung’s foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

Will Dowooinsys expand UTG lines to prepare for the foldable phone market?

The 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.
In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung’s foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

LPKF’s laser glass processing technology, makes a cover glass thicker than UTG be folded.

It 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.
UTG, the cover window material currently applied to Samsung Electronics’ ‘Galaxy Z Filp’, is 30 um thick and is 1/10 thinner than 300 um, the thickness of commercially available cover glass.

Material Science Co., Ltd. develops high-purity blue light-emitting material with a half width of 11 nm

In 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

Recently, 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.

Prior to this, some facilities of the P8-1 line were converted to the newly invested QD display line, and only about 30K of TFT and 200K of CF out of all 200K-scale process equipment were sold to companies in China.

Investment of 43.75 billion yuan, investment of new Micro OLED factory in China

According 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.

QNED structure and manufacturing technology analysis report published

UBI 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.
The contents described in this report were selected from the 41 patents published, which are considered to be used for QNED manufacturing, and are constructed by qualitative analysis.

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.

Who is the supplier of OLED panels for iPhone 12?

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.

2020 OLED market change by coronavirus

According 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

Merck 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.
“Adding Konica Minolta’s patents to our already strong portfolio will further boost our OLED development pipeline”, said Kai Beckmann, Member of the Executive Board of Merck and CEO Performance Materials. “With this step we will further strengthen our power to drive innovations in the fast-growing market of OLED displays.”

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.

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.

Samsung Display QD-OLED investment timing forecast

Samsung’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.

JDI 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.