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Samsung Display and LG Display are investing in the 8.6th generation IT line with high added value to compensate for the decrease in sales due to the Chinese panel makers’ flexible OLED low-cost offensive and LCD withdrawal.
According to a Chinese trend report published twice a month by UBI Research, Visionox ordered sixth-generation vertical vapor deposition machines for R&D on the V3 line.
According to the ‘2022 OLED Display Semi-Annual Report’ recently published by UBI Research, it is predicted that the 6G flexible OLED line in China will be reorganized.
Samsung Display unveiled its 17-inch slidable display for the first time at the “Intel Innovation 2022” event held at the McEnery Convention Center in San Jose, California on September 27th.
According to the ‘2022 OLED Components and Materials Report’ recently published by UBI Research (www.ubiresearch.com), a company specialized in OLED market research,
26% Increase in Total Shipments of Chinese OLED Panels for Smartphones in the Fourth Quarter compared to the Third Quarter
According to UBI Research Weekly Report, Samsung Display’s OLED shipped 480 million units in 2021. The highest number of shipments were in the 4th quarter at 133 million units and the second highest was in the in 3rd quarter at 129 million units.
At the Visionox Technology Innovation Conference in 2021, Zhu Xiujian, Chief Executive Officer of Visionox Technology Product Engineering Center, gave a presentation on OLED industry trends and Visionox’s advanced technology exploration.
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.
In the 2018 OLED material and component report and Market Track published by UBI Research, the entire market for OLED materials and components market is expected to grow at a CAGR of 29% by 2022, forming a market of US$ 37 billion in 2022.
According to the ‘2018 1Q AMOLED Display Market Track’ published by UBI Research, OLED panel shipments for smartphones are projected to grow at an annual average growth rate of 15.8%, from 450 million units in 2018 to 850 million units by 2022. This is a 9.6% decline from the CAGR 25.4% expected in the fourth quarter of 2017.
On December 28, CSOT’s Wuhan Gen6 LTPS OLED(T4 fab) production line was announced to be completed four months ahead of schedule. CSOT started building T4 fab in June 2017 and built a factory with a capacity of about 600,000 pyeong(1,983,471 m²) in 199 days. The total investment amount is reported to be 5,080 million dollars.
The Chinese companies’ volume offensive raised concerns that the OLED industry, following liquid crystal displays, could face oversupply problems. Analysts say that while South Korean display manufacturers’ performance in the first quarter has deteriorated due to a sharp drop in prices of LCD panels, even OLEDs, which are seen as new growth engines, could be on the verge of oversupply in the near future.
Recently VR contents experience through smart-phone device has been increased, therefore high resolution of smart phone is becoming necessary. However, OLED smart-phone resolution still remains at QHD level for 3 years since QHD OLED is applied to Galaxy Note 4 for the first time in 2014.
AUO showed the OLED that can be collapsible and three kinds of round OLEDs (1.2-inch, 1.3-inch, 1.4-inch) for the smart watch in Touch Taiwan 2017 held on 20th.
The round OLEDs in 1.2-inch and 1.4-inch of AUO are 326ppi, and it lowers an electric consumption at 30% versus former production goods. AUO also improves the visibility capacity in outdoor by embedding the brightness increase mode to make a display screen of two kinds of round OLEDs be clear even under bright sunlight.
Samsung Electronics and LG Electronics have steadily been releasing smartphones and smart watches using flexible OLED since 2013, and electronics companies in China have begun to put out one of them.
According to 2017 OLED Encapsulation Annual Report published by UBI Research, of OLED encapsulation technology, TFE (thin film encapsulation) will be applied to approximately 70% of total OLED panel in 2021, and become the key encapsulation technology.
Samsung Electronics announced that it reached sales of 61 trillion Korean won and operating profit of 14.07 trillion Korean won, and the display business recorded 7.71 trillion won and operating profit of 1.71 trillion won, through the Q2 2017 Earnings Conference Call on 27th.
At the seminar titled “OLED market analysis and the latest technology” host by the UBI Research at the FKI last June, the president, Lee Choong Hoon predicted the market through analyzing the OLED industry investment and mass production in the first half of 2017.
According to ‘2017 OLED Manufacturing Equipment Annual Report’ published by UBI Research, the entire equipment market of OLED is expected to total$84.9 billion(about 93trillion KRW) from 2017 to 2021.
UBI Research will hold the 1H semester seminar: OLED market analysis and latest technology seminar which will be able to forecast OLED market issues in the first half of 2017 and predict market outlook and change points in 2H07 on June 30 (Fri) at Yeouido FKI Conference Center.
Samsung Display participates in ‘SID 2017’ exhibition hosted by the world-renowned Society for Display Experts ‘SID (The Society for Information Display)’ to show advanced future display products.
On April 20, 2017, Tianma successfully turned on the China’s first panel produced in a Gen6 LTPS AMOLED production line in Wuhan, China. The investment in Tianma’s Gen6 was made starting from January 2016.
Samsung Display’s ongoing extension of flexible OLED line is highly expected to move to the gen 7 production line.
At the keynote session of Finetech Japan 2017 held in Tokyo Big Sight as from May 5, LG Display’s CTO, Kang, In Byeong said, “LG Display OLED accounted for 10% of the total sales revenue in 2016, but is expected to increase more than 50% in 2020.”
Korea Institute of Machinery and Materials (KIMM hereafter, Cheon-Hong Park, the president of KIMM), the Ministry of Science, ICT and Future Planning-affiliated developed the 300mm grade of Roll-to-Roll manufacturing technology that allows to produce flexible OLED* by simple process with GJM Co., Ltd (Mun-Yong Lee, CEO) for the first time in Korea.
Choong Hoon Yi, president of UBI Research made a keynote speech with a theme “The Future of OLED” at ‘The 3rd OLED Korea Conference’ hosted by UBI Research for two days from March 8 to 9.
OLED panels are expected to be used in automotive displays joining to mobile devices and TVs.
Chrysler held an event to introduce its next-generation concept car “POTAL” at the Pre-CES 2017 show, Pre-CES2017Media Event.
According to UBI Research, the shipment amount of AMOLED panel for smart phones in the 3rd quarter of 2016 was announced to be counted as 96million units.
After Ministry of Land, Infrastructure and Transport did pre-announcement of legislation about partial revised plan of ‘Regulations on the performance and standards of automobiles and auto parts’ on the 7th,
According to a radio and TV source of Mianyang in Sìchuan Province, BOE has decided to invest 46.5 billion yuan(about 7.8 trillion KRW) in Gen6 flexible AMOLED production line.
Applications of various lighting such as LED and OLED etc. have been expanded so as to implement unique designs and diversified functions of own brand by each automotive company as well as developments of automotive industry including smart-car and connected-car etc. are being made at the same time.
Samsung Elec. today announced financial results for the first quarter ended March 31, 2016. Samsung’s revenue for the quarter was KRW 49.78 trillion, an increase of 5.7 percent YoY, while operating profit for the quarter was KRW 6.68 trillion, an increase of 12 percent YoY. In the company’s earnings guidance disclosed on April 7, 2016, Samsung estimated first quarter consolidated revenues would reach approximately KRW 49.0 trillion with consolidated operating profit of approximately KRW 6.6 trillion.
Innovation Center for Organic Electronics in Yamagata University in Japan discussed low cost flexible OLED encapsulation in Lighting Japan 2016 conference. Existing flexible OLED encapsulation mainly used hybrid encapsulation structure that forms multi-layer thin film passivation layers on top of OLED, and then applying adhesive organic material and laminating gas barrier film. The encapsulation structure […]
BOE is intending to carry out a large amount of investment in order to operate Gen10.5 LCD line from 2018. Meanwhile, key set makers including Apple, Samsung Electronics, LG Electronics, and Panasonic are devising strategy to move from LCD to OLED for smartphone and premium TV displays. As such, it is becoming more likely for the LCD industry to be in slump from 2018.
The analysis of 2015 2Q results of Samsung Display and LG Display shows clear indication that Korean display industry is on descent.
On July 23, LG Display announced its earnings results at LG Twin Towers in Yeouido, South Kore and approx. US$ 900,000,000 investment for Gen6 flexible OLED line in order to lead flexible OLED market.
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