[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 1224x2664 and Magic4 Pro has a resolution of 1312x2848. 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 1148x2480 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.

Chinese OLED smartphones released in 2021, 62% increase compared to 2020

Of the total 226 OLED smartphones released in 2021, China released 175.
This is an overwhelming 77.4% share in the market. Korea released 20, which is half of the 39 in 2020.
The United States released 16 and other countries released 15.

Samsung Display's QD-OLED applied to Sony's TV and DELL's monitor

QD-OLED panels, which are being mass-produced from the second half of 2021 at Samsung Display, will be applied to new products for Sony and DELL. First, Sony announced ‘A95K’, the first TV with QD-OLED in its 2022 TV lineup. A95K is available in 55-inch and 65-inch models, featuring 4K resolution and a refresh rate of 120 Hz.

LG Display’s automotive OLED panel recognized for ‘best picture quality’ for passengers

Obtained international certification for ‘High Visibility Vehicle OLED’ from German TUV, a global certification body. Provides a wide viewing angle while consistently maintaining high image quality in a wide range of driving environments and low temperatures of -40 degrees Celsius.

[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.”

[UBI Research China Trend Report] BOE dominates OLED shipments for smartphones in October

According to the 'China Trend Report for the 1st week of December' published by UBI Research recently, Among Chinese companies, BOE maintained the No. 1 position with an overwhelming share in OLED panel shipments for smartphones in October.

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.”

LG Display Wins Presidential Award for its Automotive P-OLED at the Korea Technology Awards

SEOUL, Korea (Nov. 17, 2021) – LG Display, the world’s leading innovator of display technologies, announced today that its Automotive P-OLED display won the Presidential Award, the highest honor for the most revolutionary technology of the year, at the 2021 Korea Technology Awards in Seoul, Korea.

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".

BOE will start mass production of iPhone 13 panels from October.

BOE will supply OLED panels for Apple's iPhone 13 in the US. Samsung Display and LG Display were supplying two 5.4-inch and 6.1-inch 60Hz panels with LTPS(Low-Temperature Polycrystalline Silicon) TFT for the existing iPhone 13 panels.