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Chinese Government’s Aggressive Movement Toward Domestic Product Exclusivity. What Next for Korean Companies?

Recently, there is a movement to manufacture display-related materials, materials, and equipment exclusively in China. According to the ‘2022 OLED Components and Materials Report’ recently published by UBI Research (www.ubiresearch.com),

[China Trend Report] TCL CSOT delays new investment all at once

According to the China Trend Report published by UBI Research, the schedules of TCL CSOT’s 8.5G LCD line T9 and 6G LCD line T5 are expected to be delayed.

Nano Korea 2022 Exhibition Contents

From July 6th to the 8th, NANO Korea 2022 Exhibition was held at the Kintex 1st Exhibition Hall Ilsan. The exhibition consisted of 604 booths from 343 companies. The International Nanotechnology Convergence Exhibition, the International Adhesive Coating Film Convergence Material Exhibition, the International Laser Technology Exhibition, the International Advanced Ceramics Exhibition, and the International Smart Sensor Technology Exhibition were just a few represented at this exhibition.

Can VR replace TVs and Monitors?

VR devices have been on the rise since 2016 and were expected to be an important factor in IT business, but have not yet made a big impact. At CES 2016, Intel exhibited applications that enable creative activities such as education and art. In 2017, Samsung presented games and movies that can be felt with the body in 4D form at the IFA VR experiment zone.

Fierce Price Competition Amongst WOLED TVs, QD-OLED TVs, and Neo QLED TVs

We experienced fierce price competition in the first half of 2022 among premium TVs with a launch price of $2,000 or more. It will be interesting to see how the Amazon Prime Day event scheduled for July will affect TV prices.

OLED Smartphone Launch Products Slows Down In The First Half of 2022

The number of OLED smartphone launches, which had steadily increased from 2019 to 2021 reached only 110 units in the first half of 2022. 137 units had been released in 2019, 166 units in 2020, and 225 units in 2021. If this industry trend continues in 2022, OLED smartphones expected release will only be similar […]

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

Choong-Hoon Yi, CEO of UBI Research, “Korean display companies must have price competitiveness as well as OLED technology competitiveness”

Although there is still a gap in display technology between Korea and China, it has been argued that Korean display companies should have price competitiveness as soon as possible. On the 23rd, at the ‘OLED Settlement Seminar for the first half of 2022’ held at COEX in Samsung-dong, Seoul, UBI Research CEO Choong-Hoon Yi made a presentation on ‘Forecast of the small OLED market, which China is chasing fiercely’.

GrapheneLab surpasses the ppi limit with a plated metal mask

GrapheneLab, a graphene commercialization technology company, announced that it is possible to manufacture FMMs over 800ppi using graphene.

Will BOE Resume iPhone 13 Production?

It seems that BOE has started line operations for iPhone 13. Back in March, most of the iPhone 13 shipments were canceled due to an issue with Apple. BOE will now resume production. With this new development, BOE’s forecast for iPhone 13 production this year is expected to increase after being adjusted down in March.

1Q of 2022 OLED Emitting Material Market $420 million, up 9% Compared to the Same Quarter of the Previous Year

According to “2Q22 OLED Emitting Material Market Track”, a quarterly report published by UBI Research, the sales of emitting materials in the first quarter were $421 million, down 21.1% (QoQ) from $533 million in the previous quarter but was an increase by 9% (YoY)when compared to $386 million in the first quarter of 2021.

Chinese Panel Makers in Crisis! Will the Display Business’s Deficit Increase This Year?

Chinese panel makers such as Visionox and BOE are expected to face losses due to cost pressures. The operation rate of Visionox was analyzed to be high. This is because Visionox is exclusively producing 70-80% of Honor, a large Chinese smartphone manufacturer.

Samsung Display Unveils World’s First High Refresh Rate 240Hz OLED

Samsung Display today announced the start of mass production of the world’s first OLED displays for laptops with high refresh rate of 240Hz. The new panel will make its debut in MSI’s latest 15.6-inch gaming laptop, Raider GE67 HX, upping the ante in the fiercely competitive gaming market for high-performance displays.

What is the future change of WRGB OLED to respond to QD-OLED?

2As Samsung Display’s QD-OLED begins to be applied to TVs and monitors in earnest in 2022, technological changes are being detected for LG Display’s WRGB OLED, which has been leading the large OLED market.

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

BOE, the largest display maker in China, produces UPC (Under Panel Camera) panels with transparent PI substrates.
UPC is a technology that makes a full screen of a smartphone possible by placing the front camera under the screen.

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.

[2022 OLED KOREA CONFERENCE] LG Display’s OLED 3.0 Captures Brightness and Lifespan Simultaneously

At the keynote session of UBI Research’s ‘2022 OLED Korea Conference’ held from April 6th to 8th, Sang-Hyun Ahn, Managing Director of LG Display, announced, ‘The Present and Future of Automotive OLED Display: LG Display’s Future Outlook’.

[2022 OLED KOREA CONFERENCE] LG Display Executive Vice President Hyun-Woo Lee, Advancements in the Display Market with Technological Innovation that Suits Changing Lifestyles

Executive Vice President Lee explained OLED technology innovation, future application fields, and market changes. He mentioned that COVID-19 has increased everyone’s time at home and changes in life display is necessary to match it.