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[UBI Research China Trend Report] Will BOE Provide UPC Panel with Transparent PI Substrate to Oppo?

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.

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.

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?

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.

Samsung Display QD-OLED Investment Timing Forecast to Oppo?

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.

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.