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OLED performance analysis in the first half of 2020

It was found that COVID-19, which has spread around the world since January this year, has adversely affected the OLED industry as well. According to UBI Research (CEO Choong Hoon Yi)’s [2020 OLED Display Semi-Annual Report], OLED total shipments and sales in the first half of 2020 were 231 million units and 13.2 billion dollars, respectively. Compared to shipments of 230 million units and sales of 13.8 billion dollars in the first half of last year, shipments increased by 1 million units but sales decreased by 600 million dollars.

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

According to the market track for the second quarter of 2020 published by UBI Research, the total OLED shipments in the second quarter were 107 million units, down 13.4% (QoQ) from 124 million units in the last quarter. In addition, it decreased by 16.6% (YoY) compared to the 122 million units in the second quarter of 2019. This is because sales of OLED set devices decreased due to the aftermath of COVID-19.

Supplied foldable OLED panels to CSOT T4, Motorola

Recently, the panel maker COST T4 plant, a subsidiary of TCL Group, mainly produces premium flexible AMOLED displays, and already supplies them to Motorola foldable OLED phones and Xiaomi 10/10 Pro premium OLED phones.

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.

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.

Samsung’s Galaxy Z Fold 2 image leak, internal and external displays become bigger

On 21 July, information leaker for IT new product, Ishan Agarwal, released an image presumed to be a rendered photo of ‘Galaxy Z Fold2’ on his Twitter.

Published The Chinese OLED Industry Trend Report for The First Half of 2020

UBI Research published a report on trends in China related to the OLED industry at the end of the first half of 2020.

In 2020, 1Q China’s OLED sales were $842 million, despite a Corona 19 crisis, up 1.7% QoQ and 59.4% YoY. China’s OLED shipments are 23% of the total market as of 2020, and it is expected to expand to 45% in 2025.

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.

Jiangsu LEMENG (江苏乐萌) invests 200 million yuan for OLED metal mask project

On June 18, 2020, Jiangsu Lemeng Precision Science and Technology Co., Ltd. (江苏乐萌精密科技有限公司, hereinafter Jiangsu Lemeng) invested 200 million yuan to sign a project contract to confirm the OLED metal mask. It was held in the state-of-the-art new district of Changzhou, Changzhou, Jiangsu Province.

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.

Samsung Display A3 line replaced with Y-OCTA manufacturing line

The touch panel technology installed on a mobile phone is an important element technology that performs a user interface function. Touch technology is changed from an add-on type to an on-cell type in flexible OLED displays.

Deuterium substitution blue, will be next generation blue materials?

Fluorescent blue emitting material is the only fluorescent material used in small and medium-sized OLEDs and large-area OLEDs.

Development of next generation emitting materials such as TADF and hyper-fluorescence is also in progress, but deuterium substitution technology has got attention since it is adopted to Samsung Galaxy S20.

Samsung’s QNED, will make a sensation in the TV and display markets?

QNED (Quantum dot nanorod LED), which is known to be under development by Samsung, is becoming a hot issue in the display industry in 2020.

With the emergence of micro LEDs, followed by CRTs, PDPs, LCDs, and OLEDs as TV displays, the industry is interested in whether QNED could be another new technology.

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.

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.

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.

78.6 tons of OLED emitting material demand increased by 5.6% in 2020

According to the 2020 OLED emitting material report published by UBI Research, the demand for emitting materials in 2020 is 78.6 tons, which is 4.2 tons higher than last year’s 74.4 tons. The material used for OLEDs for smartphones and mobile devices is 62.9 tons, and the OLED emitting material for TVs is expected to be 15.7 tons.