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International Business Conference: 2024 OLED Korea & 2024 eXtended Reality Korea will be held in parallel!

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UBI Research, a display specialist research company, will hold the international business conferences OLED Korea and eXtended Reality Korea in parallel at The-K Hotel in Yangjae, Seoul from March 27 to 29, 2024. This event is expected to be an opportunity for people from companies, academia, and research institutes related to the display industry around the world to attend, exchange the best information, and form a global network.

eXtended Reality Korea is the first XR industry-related business conference held by UBI Research and will cover trends and outlook on micro display, XR Hardware/Software, materials, equipment, etc.

This event aims to provide attendees with the opportunity to deeply explore the display and XR areas through a comprehensive program including tutorials, keynote presentations, and panel discussions.

The tutorial on March 27th will feature presentations on the future of XR, micro LED display technology, and key technologies to realize the next generation OLED display.

In addition, keynote presentations by ▲UBI Research, ▲Samsung Display, ▲LG Display, ▲Hyundai Mobis, and ▲Fortell Games are scheduled for the conference to be held on March 28th and 29th. Choong-Hoon Yi, CEO of UBI Research, will give a presentation on “OLED and XR industry outlook.” We will present the overall OLED industry, including OLED for IT, and the micro OLED industry that will be applied to MR equipment.

Samsung Display plans to introduce SDC’s roadmap for expanding the AR/VR market based on SDC’s plan to overcome technical obstacles in ultra-high-resolution displays under the title “AR/VR Development Strategy for Future Display.”

Under the theme of “Life with OLED,” LG Display will examine the field of OLED displays applied in daily life and present the continuous evolution and benefits of OLED technology.

Under the theme of “Automotive Display / HUD Trend and Future Display,” Hyundai Mobis presents trends and requirements for automotive displays, from Pillar To Pillar displays to Rollable displays, predicts future automotive displays, and announces development strategies.

Lastly, Fortell Games will discuss the topic of “Next-Gen Mixed Reality: New Horizons for Spatial Computing”, analyzing the latest developments in mixed reality technology and their impact on the future of the gaming industry.

In addition, it will be run by a total of 34 domestic and foreign speakers and programs, including AR/VR development and technology, automotive displays, OLED industry, backplane technology, and MicroLED display development.

Because it is a parallel event, attendees can attend both events even if they register for one event, and registration is possible at a special discount price during the early bird period until February 29th.

Detailed information can be found on the website (https://oledkoreaconference.com/, https://extendedrealitykorea.com/).

Aren’t you curious about the future of OLED and micro displays? OLED Korea and eXtended Reality Korea will provide the answer!

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Korea maintains a leading position in the IT product and display markets. OLED Korea is an International Business Conference created to serve as a bridge between the global OLED industry so that OLED can replace LCD. This conference, with the participation of approximately 150 to 200 industry experts, has established itself as a key location to gauge the direction of the global OLED industry along with Korea’s OLED.

eXtended Reality Korea is an International Business Conference held for the first time. OLED is becoming a key display for XR displays, and Korea’s micro display development direction will be the key to determining the future of the XR industry.

OLED Korea and eXtended Reality Korea will be held as parallel events at The K Hotel in Yangjae, Seoul from March 27 to 29, 2024. This event consists of presentations and panel discussions by top experts in related industries around the world, focusing on Samsung and LG. Since it is a parallel event, you can attend both events even if you register at one location.

OLED Korea and eXtended Reality Korea will be business exchanges that provide answers and the best global network for companies to succeed in Korea’s OLED industry and XR industry.

OLED Korea : https://oledkoreaconference.com/

eXtended Reality Korea : https://extendedrealitykorea.com/

OLED shipments for smartphones, China will reverse in 2025

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According to the 3rd quarter OLED Market Track published by UBI Research, China’s OLED shipments for smartphones (including foldable phones) are expected to surpass Korea in 2025.

However, since OLEDs made by Chinese companies are cheaper than Korean products, it is expected that Korea will dominate in terms of sales until 2027.

OLEDs produced by Korean display makers are of excellent quality and will maintain their superiority in sales for the time being.

However, Chinese display makers, based on the huge domestic market and government support, are also improving in quality and knocking on the market with cost-effectiveness, so sales are expected to reverse after 2028 as well.

In order for Korea to maintain its display industry, it is necessary to expand the OLED market for IT and TV, which is difficult for Chinese companies to enter the market. In addition, it is time to make a quick transition to the micro display industry for XR, which is emerging as a new market.

Although China’s investment is ahead of the micro display, it is an area where Korean displays can easily establish a foothold because it requires a precision process similar to that of semiconductors.

Display companies were in a situation where they were chasing Korean companies, but now we have to humbly accept that Korean display companies are in a situation where they have to catch up with Chinese companies.

▶Small OLED Display Quarterly Market Track Sample

XR Industry Megatrends

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Extended reality (XR) devices, which overlay an extended reality on top of the real world, are emerging as disruptive devices that will drive a second wave of digital convergence, renewing the digital convergence brought about by smartphones. MR (mixed reality) devices will converge TVs, monitors, and laptops, while AR (augmented reality) devices will integrate smartphones, smartwatches, and tablet PCs.

 

UBI Research has released a new report, “XR Industry Mega Trends Analysis,” which provides a detailed analysis of the past and present of the XR industry that set manufacturers, display companies, and component/material/equipment companies need to know in order to prepare for the upcoming second wave of digital convergence.

Analyzing all the models of XR devices on the market from VR devices that started to be released in 1989 to the first half of 2023, we found that XR devices have a very complex industry structure that is different from wearables, mobile devices, and IT devices that have existed before.

MR devices are characterized by being able to work while moving, unlike conventional IT products that are used while sitting in a chair, and AR devices are products that free up both hands while actively adjusting the display to provide information in all directions of head movement.

Therefore, it was analyzed that in order to succeed in the XR device industry, which is the next generation of innovative products, all related companies, including set companies, display companies, and equipment/components/materials, must first understand the composition, operation principle, and content of XR devices and prepare business directions.

The core components of XR devices are optics, displays, and sensors for tracking, and the content used is different depending on the characteristics of these three components. While the existing IT industry has determined the content to be used based on the performance and specifications of the hardware, XR devices are expected to develop in the opposite direction, with the content determining the specifications of the XR devices.

We have summarized the optics and displays of XR devices released in the first half of this year. Understanding the relationship between optics and display is an essential element of the XR device industry, as the type of content determines the specifications of the device.

We analyzed the optics, displays, and tracking methods of all XR devices released since 1989.

Display trends show that the number of models using LCDs is slowly decreasing, while the percentage of XR devices using micro-OLEDs is increasing.

In optical see-through (OST) AR with transparent windows, micro-OLEDs are most commonly used, with waveguides and birdbaths being used as optics.

Display companies need to work together to understand which combination of optics is appropriate for the display they are developing or producing.  This is because XR devices are often used for specific purposes rather than general purpose. The field of view (FoV) of the optics can determine the display of choice.

We analyzed the resolution trends in AR devices. FHD (1920×1080) resolution is becoming the main specification for AR devices. Micro-OLED is mostly used.

Micro-LEDs are attracting attention as the main display for AR devices due to their high brightness, but it will take at least five years before FHD products with a panel size of about 0.25 inches are available because panel and LED manufacturing technologies are not yet established.

As the features and specifications of XR devices vary depending on the purpose of use, it is necessary to closely examine the software, so we analyzed 472 products from 178 companies that have released software for XR since 2010.

We examined the number of software companies by country, and found that the United States has 79 companies, accounting for 44.1%. It is clear that the software industry for XR is dominated by the United States.

To analyze the activity of software companies, we examined the number of companies by genre that released products between 2018 and 2022. We analyzed the number of companies by genre in each country and found that the U.S. has an even distribution of companies in all genres.

This report will serve as a cornerstone for all supply chain players in the XR industry and those who wish to enter the XR industry in the future to understand the characteristics of the XR industry and find a successful business path.

▶ Megatrend Analysis of the XR industry Report Sample Download

Megatrend Analysis of the XR industry : Detailed analysis of XR devices and software industry

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In order to shed light on the footsteps of the XR device industry, which is gradually increasing in scale with the goal of replacing wearable devices and IT devices, and to forecast the future market, XR device models and specifications released from 2018 to the first half of 2023 were analyzed. During this period, there were 327 models of XR devices and 127 companies that were investigated.

XR devices are classified into VR, MR, and AR. As for AR devices, only optical see-through (OST) products were classified as AR, and video see-through (VST), which allows viewing of the real world through a camera, were classified as MR. Since the labeling methods for MR and VR devices were mixed by the company, the fixing method was also closely investigated and referred to the device classification.

In order to analyze the trend of XR devices, it was analyzed by dividing into three types by period.
1) Latest trends of products released only in the first half of 2023
2) Overall XR device flow through analysis of products released from 1989 to 2022
3) 5-year trend between 2018 and 2022 for an accurate analysis of the current status, taking into account the company’s mergers and acquisitions, closure, etc.

Analyzing the number of models released between 1989 and 2022 by device, the XR device industry appears to have started to bloom in 2016. Most of the device models were for VR, but after the number of models released peaked in 2017, the number of new VR device models has been slowly declining. Especially since 2020 when Covid-19 started, the number of AR device models has outpaced the number of VR device models. One of the reasons for the decrease in the number of newly released VR device models is the increase in the number of MR device models. From this analysis, it seems that the XR device industry is shifting from VR to AR and MR industries from 2021.

The competitiveness of each country in the XR device industry was also analyzed. Recently, the device industry has been affected by the entire supply chain depending on the ecosystem of each country, so we looked at the countries and application fields that are leading the XR set industry. Between 2018 and 2022, the country with the highest number of vendors launching XR devices was China, with 25 vendors. The United States comes next with 20 companies, and Korea has the third largest number with 9 companies. As a result of investigating the number of companies by application field, Chinese companies have the largest number of companies that have released VR and MR products, but the number of AR companies is the number one in the United States. South Korea ranked third in AR and VR products respectively.

When analyzing the number of XR device product models, China ranked first, the US ranked second, and Taiwan ranked third.

We analyzed software companies for XR between 2010 and 2022, as well as their released products and applications. The number of software released during this period was 472, and the number of companies was 178. The increase in the number of software releases for XR started from 2016, and when 472 software were analyzed by XR type, the ratio was 66% with 311 cases for VR, and 81 cases and 80 cases for AR and VR, respectively. VR software still seems to dominate the XR software industry.

When XR type software was analyzed by country, China released the most products for VR with 177 cases. This result shows that China is leading the VR software industry. As a result of analysis by genre, game use accounted for 49% with 233 cases, industrial use with 62 cases with 13%, and entertainment with 41 cases with 9%.

When the number of software companies is analyzed by country, US companies have an overwhelming number of companies with 79. On the other hand, China, which has the most VR software releases, had only 12 companies.

▶ Megatrend Analysis of the XR industry Report Sample Download