2020 OLED annual performance analysis
Total shipments of AMOLED in 2020 were aggregated to 575.78 million units. This is an increase of 20.41 million units compared to the 557.46 million units shipped in 2019.
Total shipments of AMOLED in 2020 were aggregated to 575.78 million units. This is an increase of 20.41 million units compared to the 557.46 million units shipped in 2019.
January 19, 2021 – Kopin Corporation announced its Lightning® 2.6K x 2.6K (2560 x 2560 resolution) OLED display on chip (DoCTM) are incorporated in Panasonic’s VR Glasses introduced at the CES 2021 this week.
Products with more advanced LCDs appear. It is an LCD that has greatly improved brightness, HDR, and color reproducibility by adding QD film and mini-LED to BLU. The existing top-level LCD used a full array local dimming (FALD) BLU with a local dimming zone of about 300 to 500.
As smartphone makers, including Samsung Electronics and Apple, increased the use of OLEDs in flagship models, the growth of the OLED market, which had been rapidly growing, has been braked.
According to the ‘2020 OLED Components and Materials Report’ recently published by UBI Research, Samsung Electronics’ next-generation foldable smartphones to be released in 2021 are expected to be equipped with a pen function.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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