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Display for automobiles, newly expected revenue sources of OLED

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Display market for global automobiles has continued stable growth of approximately 10% yearly recently, and LG Display and Samsung Display do not save investments by paying attention to it as new application. In this regard, Senior Researcher Yang Seong-jin of LG Economic Research Institute lighted up the entry reason of display for automobiles such like creating effects of new revenue are anticipated.

Senior Researcher Yang said “Display market for automobiles has 10% volume of the whole display market and belongs to 2% levels of total cost, but automotive industry has been developed steadily through smart-car and connected-car etc. In contrast, display market has been withered gradually, and panel prices are being lowered continuously, and thus it is directly connecting to survival matters actually.” While stating display market for automobiles as an alternative for this problem, he revealed the reason by saying “The number of participating companies is a few, and average price of display panels for automobiles to which thorough commercialization is required is higher than mobile phone or tablet pc two or three times.”

In display market for automobiles, Innolux and AUO, CPT, Japan display, Sharp occupied about 70% of total market based on 2015 sales of Taiwan, and LG Display recorded 10% share uniquely in domestic, but Samsung Display, second mover, failed in entering ranks. However, LG Display announced a plan that they were planning to enter the market with POLED to which flexible function was available after having designated display for automobiles as a promotion business, and Samsung Display was known to set up a policy of progressing differentiation strategies on display for automobiles based on small& medium OLED technology, so market share is expected to be increased little by little.

<LG Display/Flexible Automotive Display, SID 2015>

In the display market having been stagnated currently, concentration on display market for automobiles would be resultantly necessary for high profits, and OLED panel could get opportunities of creating new revenue sources by overpassing mobile and tablet pc market, if OLED panel solves demanding requirements of display for automobiles.

Japan Display (JDI) Sells Small-to-Medium LCD Module Factory at USD 16.15 Million

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Source = Japan Display

Hyunjoo Kang / jjoo@olednet.com

Japanese media reported that Japan Display (JDI) is expected to sell small-to-medium sized LCD module factory located in south China to Chinese panel company Jiangxi Holitech. The sales price is USD 16.15 million.

The factory is attached to Morningstar Optronics Zhuhai (MOZ), Taiwan’s LCD module company Star World Technology’s subsidiary company. Taiwan Display is the major shareholder, and JDI owns the entirety of Taiwan Display. Through the sales of MOZ factory, Taiwan Display is to own 100% of Star World Technology stakes.

JDI used to own 3 LCD module production subsidiary companies, JDI Device and JDI Electronics in Suzhou, and Shenzhen JDI in Shenzhen, to supply touch panel for Chinese smartphone companies.

According to Japanese media, JDI is expected to confirm detailed plans regarding the sales of these three subsidiary companies.

LCD or OLED…JDI CTO “Will Seize Mobile Market though LTPS”

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JDI’s CTO Emphasizing LTPS Technology(Tokyo=OLEDNET)

Hyunjoo Kang / Reporter / jjoo@olednet.com

As a response strategy for the future smartphone display market, Japan Display (JDI) nominated LTPS evolution. This is to continue the position that JDI achieved within the LCD market through LTPS technology in the OLED market using Advanced backplane technology.

JDI’s CTO, Hiroyuki Ohshima gave a keynote speech titled Future Perspective for Small to Medium-sized Displays in FineTech Japan 2016 (April 6-8), and emphasized that they will continue developing backplane technology prowess.

Furthermore, Ohshima stressed that whether the mobile display’s frontplane is IPS LCD or OLED, the key backplane technology is LTPS. he explained that unlike LCD’s stabilized technology, OLED still has issues that need to be solved such as high uniformity and stability. However, he added that OLED is the best technology to achieve flexible display comparing the merits of LCD and OLED.

Ohshima told the attendees that LTPS is a widely used technology applied to both LCD and OLED, has high electron mobility compared to other TFT technology, and high resolution, low power, etc. are possible. From 2015, JDI has been using 60 Hz Gen1 LTPS technology, and expected to use 30 Hz Gen2 Advanced LTPS from 2016, and Gen3 with 15 – 5 Hz from 2017. The evolved technology can greatly reduce energy consumption compared to the previous versions of the technology.

Furthermore, Ohshima is planning to respond to the small to medium-sized display market by developing in-cell touch, low power technology, etc. He added that small to medium-sized display, represented by smartphone, requires the integration of developed technology

FineTech Japan 2016 (April 6-8) is a display technology related exhibition held in Tokyo Big Sight. The 26th annual event is participated by approximately 260 companies including Samsung Display, BOE, and Japan Display.

Looking Ahead to 2016 OLED Industry through Keywords

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  1. Flexible AMOLED Investment

In 2016, flexible AMOLED mass production line investment is expected to be actively carried out by Samsung Display, LG Display, BOE, and Japan Display. For Samsung Display to apply flexible AMOLED panel to the new Galaxy model, the mass production line investment is necessary. If they supply flexible AMOLED panel to Apple, volume of the flexible AMOLED mass production to be invested in 2016 is estimated to be grow significantly. LG Display also is expected to actively carry out flexible AMOLED line manufacturing equipment order for Gumi’s P6 line, as well as additional flexible AMOLED mass production line investment following Apple’s demand. BOE is estimated to seriously begin orders for Chengdu’s Gen6 45K flexible AMOLED mass production line.

 

  1. P10

With the announcement of new factory establishment and 1.84 billion KRW investment for part of facilities in Q4 2015, as the first step of the investment, LG Display began site construction for P10 line factory that can produce large area panel. However, the investment direction has not yet been decided. P10 could be directed to only producing large area LCD panel, large area OLED panel, small-to-medium size OLED panel, or large area and small-to-medium size OLED panel simultaneously. China’s Gen8 LCD facilities investment is quite advanced and BOE’s Gen10.5 LCD line investment has also been confirmed. As such how much LG Display’s large area LCD can bring profit has to be carefully considered. Additionally, with the increase of OLED TV consumption and the supply of OLED panel to Apple practically confirmed, OLED investment is essential. P10, Gen11 line, is the world’s largest factory site, and depending on the investment direction in 2016, it is estimated to affect OLED market’s opening time.

 

  1. Chinese OLED

Everdisplay is supplying AMOLED panel to some several Chinese set companies, and Visionox is also expected to actively supply AMOLED panel from 2016. As such, most of Chinese OLED panel companies’ OLED mass production preparation is anticipated to conclude in 2016. Accordingly, second investment by companies including Everdisplay, Visionox, and Tianma is analyzed to be possible and serious movement by China’s OLED industry could occur.

 

  1. Evaporation Equipment

Flexible AMOLED mass production line investment by Samsung Display, LG Display, Japan Display, and BOE, and other Chinese OLED panel companies’ additional installation are expected to be actively carried out from 2016. Amidst this, order of evaporation equipment, OLED production’s essential component, is expected to be an issue.

 

Evaporation equipment currently being used in mass production is mostly Japanese Canon Tokki’s. As this evaporation equipment has been verified in mass production, it is estimated that most companies, including Samsung Display, LG Display, BOE, and JDI, will want to order Canon Tokki’s evaporation equipment. However, as the production capa. of Canon Tokki’s evaporation equipment is limited, the issue is expected to be which panel company will be able to order early. At the same time, this could be a new opportunity for Korean evaporation equipment companies.

 

  1. Samsung OLED TV

At present, the TV industry trend is moving to OLED from LCD. Accordingly, Samsung Display is continuing research to resume their large area OLED for TV panel business. It is analyzed that Samsung Display possesses RGB OLED technology that uses SMS evaporation method, white OLED, and solution process OLED technology. However, as each technology has its drawbacks, they are carefully considering future directions. First, RGB OLED technology is estimated to lack Gen8 mother glass substrate evaporation equipment at present. Solution process OLED method has low material performance. For white OLED, as the key patents are owned by LG Display, technology that avoids these has to be first developed. Therefore, much attention is focused on which technology Samsung Display will use and invest in production line to enter the TV market.