Foldable OLED UTG market expected to grow rapidly
As 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
China 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
Samsung 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
The 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
UBI 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
The 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
According 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
Canon 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
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.
AP System supplies ELA equipment to Chongqing BOE B12
AP 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
Dark 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
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.
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.
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.
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.
Estimated OLED shipments by 2020 will be 662 million units
According 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.
Ahead 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.
Japan 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
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.
Rigid OLEDs dominate shipments of the OLED market for smartphones
According to UBI Research’s 4th quarter OLED display market track, rigid OLED is still the main product in the OLED market for smartphones, with 79.2% of the total OLED market in 2019. As a result of counting and analyzing shipments up to the third quarter of 2019, rigid OLED accounted for 237 million units of the total shipment of 338 million units.
The next full-screen display trend is the under-display camera
Since Samsung’s Galaxy S8 and Apple’s iPhone X launch, smartphones with the Home button removed have become a trend in the smartphone market.
Due to the nature of smartphones that cannot grow indefinitely, display sizes with a large proportion within limited smartphone sizes are directly related to the competitiveness of smartphone set makers.