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The purchase volume of OLED emitting materials in the third quarter of 2024 is expected to reach 32.7 tons, the highest ever purchase volume of emitting materials in 2024

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According to UBI Research’s ‘4Q24_Quarterly OLED Emitting Material Market Tracker’, the purchase volume of emitting materials in the third quarter of 2024 was calculated to be 32.7 tons. Previously, material purchases were highest in 2021, when the market expanded due to COVID-19, but the all-time high was renewed in the third quarter of 2024. Considering the characteristics of OLED emitting materials, which show the highest usage in the fourth quarter of every year, it is expected that 2024 will see the highest usage ever.

Looking at each company, Samsung Display consistently holds the highest market share. Samsung Display had a 41.4% share in the entire OLED emitting material market based on purchase volume, followed by LG Display with 20.5%, BOE with 11.6%, and Visionox with 8.3%.

By substrate, RGB OLED still maintains the 80% level with a market share of 83.7% based on purchase volume, and as 8.6G lines begin to operate in earnest, RGB OLED’s market share is expected to gradually decline. WRGB-OLED’s market share was 11.3%, similar to the second quarter, and QD-OLED’s market share was 2.8%.

The market share of RGB 2 stack tandem OLED once rose to 6.4% in the second quarter due to a surge in iPad Pro OLED shipments but fell to the 2.2% range in the third quarter due to low demand. Compared to panel shipments, IT devices that use 2-stack tandem OLED for smartphone OLED, which uses single stack OLED, have large panel areas and have two light-emitting layers, so material purchase volume accounted for a higher share than shipment volume.

However, as BOE’s 8.6G line was confirmed to supply OLED for smartphones first, the growth of the 2 stack tandem OLED market was in the hands of Samsung Display. Starting in 2026, when OLED is expected to be applied to MacBook Pro, the purchase amount of light emitting materials applied to 2 stack tandem OLED is expected to more than double compared to 2024. The 2-stack tandem OLED panel supplied to MacBook Pro is expected to be supplied first by Samsung Display.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

▶OLED Emitting Material Market Track Sample

[IMID 2018] LG Display, showcased 2-stack RGB OLED for automobile OLED with improved life span.

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At IMID 2018 held in BEXCO, Busan on August 29, Kim Kwan-Soo, research fellow of LG Display presented about a new OLED technology for automotive displays.

Kim said that RGB OLEDs applied to mobile devices and WRGB OLEDs applied to TVs do not satisfy customers’ needs in terms of life span. To solve this issue, he introduced 2 stack RGB OLED in which RGB OLED has the same tandem structure as WRGB.

Because 2 stack RGB OLED can be thick due to adding a layer of CCL (charge generation layer) to the multi-layer structure, HTL is made thinner than before and the charge balance of the emitting layer is optimized.

As a result, the 2-stack RGB OLED shows 1.5 ~ 2 times higher emitting efficiency than the 1-stack RGB OLED. Its lifetime is increased by 4 times on T80 basis.

However, the 2-stack structure has a disadvantage in that it has higher power consumption than the general structure. Thus, it is necessary to make efforts to solve this disadvantage.

[iMiD 2017] JOLED announces printing-type OLED development trend and future road map

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At the ‘IMID 2017 Business Forum’ held in COEX, Seoul from 18th to 19th, Toshiaki Arai, chief technologist of JOLED announced JOLED’s printing technology and future road map.

<JOLED’s Toshiaki Arai chief technologist>

Toshiaki Arai, chief technologist stated that a stable jetting technology at 220 ppi level has been currently secured; high resolution OLED with more than 300 ppi has been developed at Gen 8.5 but there are some issues such as jetting accuracy and stability.

Toshiaki Arai introduced TG-TAOS (top gate-transparent amorphous oxide semiconductors) TFT, which will contribute to saving the unit cost of OLED with excellent performance at low price.

He also announced the future strategy of JOLED, stressing that, instead of small and large OLED dominated by South Korean companies, the middle-sized OLED for tablet and monitor with more than 200 ppi. Joled is the only OLED panel maker that unveiled its 21.6 inch 4K RGB OLED in 2017, using printing process, and has pilot launched.

<JOLED’s 21.6 inch 4K OLED in application of printing method>

On the other hand, according to the Nihon Keizai newspaper in Japan, JOLED is reported to have invested 100 billion yen in mass production of printing-type OLED. In addition, Toshiaki Arai stated that the OLED test samples manufactured by printing process have been provided since this April and the mass production will realize in the second half of 2018.