OLED Market Enters Adjustment Period from Rapid Growth

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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.

The third quarter of each year is the season with the best OLED performance for smartphones due to the launch of a new iPhone. According to the display market track of UBI Research (www.ubiresearch.com), in the third quarter of this year, 113 million units were shipped, an increase of 26.3 million units compared to 86.7 million units in the last quarter, showing a growth of 30.4%. However, this figure is due to an optical illusion. The reason is that the results in the first and second quarters were very poor compared to before due to COVID-19. Compared to the third quarter of last year, shipments in the third quarter of this year decreased by 17.9%. Shipments are smaller than in the third quarter of 2018.

The decrease in OLED shipments for smartphones in the third quarter is due to the addition of Huawei sanctions to COVID-19. The sharp drop in shipments from Samsung Display and BOE to Huawei deteriorated the third quarter earnings.

There are also many analyzes that companies such as Samsung Electronics, Oppo, and Vivo will benefit from the reflection due to Huawei sanctions. However, since Samsung Electronics is currently struggling in the Chinese market, and the brand power of Oppo and Vivo is less than that of Huawei, it will be difficult to replace the expensive smartphone market in China occupied by Huawei. Therefore, Huawei’s smartphones, which mainly use OLEDs, disappear from the market, and shipments of Samsung Display and BOE are also forced to decrease more than expected.

The growth of the smartphone OLED market is expected to slow for the time being due to Huawei’s smartphone production disruption, which was expected to break through the 300 million units’ market and purchase OLED in large quantities. As a result, the OLED market in China will suffer a severe oversupply situation.

 

Samsung Electronics’ foldable smartphone to be released in 2021, with touch pen and UTG thickness different?

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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 is expected that the pen function will be added to Samsung Electronics’ Galaxy Z Fold2, which was released in September, but the flexibility issue of the digitizer, which is an essential material to support the pen function, and ultra thin glass (UTG), the cover window material. The pen function was not added in the end due to its thin thickness.

In order to add a pen function, Samsung Display seems to be considering applying an active electrostatic solution (AES) method that does not require a digitizer and changing the thickness of UTG.

First, the’Galaxy Note’ series uses an electro-magnetic resonance (EMR) method with a digitizer at the bottom of the OLED panel. The EMR method has good touch sensitivity and does not require a battery to be embedded in the pen, but it is not applicable to foldable devices due to the flexibility issue of the metal digitizer.

Unless the companies developing the EMR method provide a special solution, the AES method is highly likely to be applied to the pen for the next ball double device. In this case, the sensor pitch of Y-OCTA is formed more densely or the Touch IC is more complex. Can be designed.

The AES method is also being developed by LG Display and BOE to apply to foldable devices.

In addition, the thickness of UTG is also expected to change. The 30 um thick UTG, which is currently commercially available, has good flexibility, but due to its film-like characteristics, when pressure is applied with a touch pen, traces remain and may affect touch sensitivity. To solve this problem, Samsung Display is developing UTG with a thickness of more than 60 um in cooperation with glass processing companies.

As the thickness of the UTG decreases as the thickness increases, it is expected that the UTG currently under development will be applied with a concept in which the folded part is processed thin and filled with a material having the same refractive index as glass. In addition, in the future, there is a possibility that an additional coating process will be added after the reinforcement process without a protective film such as PET on UTG.

In UBI Research’s ‘2020 OLED Parts and Materials Report’, Samsung Display’s expected change in foldable OLED was written as a roadmap and the trends of related materials were analyzed. According to the report, Samsung Electronics’ application of pens for foldable devices is expected in 2021, and UTG materials are expected to lead the market at 78% by 2025 in the future cover window market for foldable devices.

 

OLED performance analysis in the first half of 2020

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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.

The reason for the decrease in sales compared to the increase in shipments is because the shipments of OLEDs for watches, which are cheaper, have increased, but OLEDs for smartphones and TVs have decreased. OLED for watch was 22 million units in 1H19, but 1H20 increased significantly to 33.5 million units, helping to increase OLED shipments. However, the OLED market for smartphones decreased by 10.6 million units. The foldable OLED market has risen significantly with the Galaxy Z Flip, which Samsung Electronics released in the first half of this year.

<OLED shipments by major application products>

In the future, the increase in line capacity for mobile devices by panel makers is expected to slow from 2023. Until 2022, investments by Chinese companies are maintained, but further investment is difficult to expect as the oversupply of OLED for smartphones continues.

Samsung Display is converting the LTPS TFT line of the A3 plant to the LTPO TFT line, and since it has been converted so that Y-OCTA can be manufactured at all plants, the mass production capacity is expected to decrease gradually, reaching 9 million square meters in 2021.

As a result, Korea’s mass-produced substrate area is 56.5% until this year, but from 2021, China is expected to have 1% mass-produced capacity, and after 2022, China’s mass-produced capacity will exceed 50%.

Smartphone OLED shipments plummeted to 87 million units in the second quarter of 2020

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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.

However, it was found that the OLED market for smartphones that support the OLED market was significantly affected by COVID-19 compared to the overall market.

OLED shipments for smartphones in the second quarter were 87 million units, down 17% from the previous quarter (QoQ), and 23.1% from the same quarter last year (YoY). Compared to the decline in overall OLED shipments, the decline in OLED shipments for smartphones is even greater. However, the reason for the decline in OLED shipments for smartphones is concentrated on rigid OLEDs.

Despite the sharp decline in OLED shipments for smartphones, flexible OLEDs grew 38% compared to the same quarter last year.

However, the YoY of rigid OLED shipments was -40.3%, a sharp decline from the same quarter last year.

The reason why the increase in flexible OLED for smartphones has soared and the shipments of rigid OLEDs have fallen sharply is because Chinese smartphone makers reduced production of mid-priced smartphones using rigid OLEDs and increased smartphone shipments using flexible OLEDs.

According to UBI Research’s CEO Choong Hoon YI, the reason Chinese smartphone makers have increased their flexible OLED smartphone shipments is: First, due to the influence of Apple, Chinese smartphone makers also use OLED for their flagship models. In particular, Chinese smartphone makers use the name plus or max, which are used by Apple and Samsung Electronics, for the highest-end specifications, and imitate that they are making a product that is equivalent to Apple and Samsung Electronics, which are the most recognized in the smartphone market. The second reason is that Chinese display makers have improved OLED manufacturing technology, allowing them to produce panels similar to Samsung Display’s OLED. In particular, it is because Chinese panel makers are supplying panels at 60% of Samsung Display’s price, so Chinese smartphone makers have increased the choice of flexible OLEDs. The third reason is that Chinese panel makers can supply OLEDs at low prices because of the Chinese government’s subsidy policy.

YI said that the OLED industry will become more active due to the increase in OLED usage by Chinese smartphone makers, but the growth of Samsung Display’s OLED business, which has maintained a monopoly position in the smartphone OLED market, may stop growing due to the increase in production of Chinese panel makers.

 

 

 

Supplied foldable OLED panels to CSOT T4, Motorola

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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.

 

In early 2019, TCL Group changed its company name to “TCL Technology” while reorganizing its assets and focused on the display panel business. The production capacity of TCL Technology, one of the LCD manufacturers with the largest production capacity in China, is showing rapid growth in recent years.

 

It is said that the CSOT shipment in 2019 was 22.84 million square meters, an increase of 23.8% from the same period last year. Among them, the flexible AMOLED T4 plant achieved the first stage of mass production in the fourth quarter of last year. CSOT expects that flexible products will be mass-produced within this year and will enter the market in large quantities.

 

At the same time, the spread of next-generation display technologies and materials is also strengthening. In 2019, the company invested 5.46 billion yuan in R&D and applied for 2,752 PCT international patent applications

The cumulative number of patents is 11,261, covering countries such as Europe, the United States, and Korea.

 

Even in the large size area, TCL applied HVA technology in LCD premium products to increase market share such as 4K/8K and Touch, and launched MLED, the world’s first glass substrate mini LED product.

 

Even in the small and medium sized area, TCL’s LTPS production line yield and quality have already reached the international level, and the market share of Incell/COF/Blind hole products is steadily increasing. Therefore, it is said that Off Screen/In Screen fingerprint technology is also actively developing.

 

TCL Technology, which focuses on premium flexible AMOLED, is focusing on premium technologies such as UDC technology and foldable.

Will Dowooinsys expand UTG lines to prepare for the foldable phone market?

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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.

In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung’s foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

Dowooinsys’ capa is estimated to be 250K/month for 6 inch cells and 375K/month for 7 inch cells. Even if the 6 inch line will be converted to a 7 inch line in the future, it will be 500K/month. Considering the yield of Dowooinsisy and Samsung Display’s Vietnamese module line, more than 4 to 5 lines should be expanded.

Currently, Samsung Display’s Vietnamese module line is assumed as 450K/month considering the yield, but the Vietnamese module line is continually being converted into a foldable line. Even in response to the current situation that Samsung Electronics prefers UTG, Dowooinsys is expected to expand more lines in the second half of this year, and its location is also expected to be considered near Samsung Display’s Vietnamese module line.

With the expansion of Dowooinsys’ additional lines, the market of cover window materials for foldable phones is expected to change in the future. At UBI Research’s ‘Next-Generation Display Technology and Industry Outlook Seminar’ held in mid-July, it is predicted that UTG will lead the future market at a ratio of 7:3 with colorless polyimide.

LPKF’s laser glass processing technology, makes a cover glass thicker than UTG be folded.

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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.

UTG, the cover window material currently applied to Samsung Electronics’ ‘Galaxy Z Filp’, is 30 um thick and is 1/10 thinner than 300 um, the thickness of commercially available cover glass.

It was possible to have flexibility by using UTG into a foldable phone, but due to the film-like characteristics, there was an issue that durability was insufficient to apply the S Pen.

In order to handle this issue, a technology that increases the thickness of UTG and secures flexibility will be needed. A typical method is processing the folding part of the glass to get flexibility even at a thick thickness.

LIDE (Laser induced deep etching) technology, developed and patented by German high-tech company LPKF, is expected to be a good example. It is known that this technology is a two-step process called micro-region transformation and chemical treatment using a laser, and can process glass of various thicknesses from 30 um to 900 um without micro crack.

LPKF explains that the part where the cover glass is folded is finely processed with a laser to give flexibility to the glass, and it is possible to design the pattern to be invisible using a polymer having same reflectivity as a cover glass.

If you look at Vitrion’s YouTube video (https://youtu.be/Vh3rU4LRHaw), a separate brand related to LIDE, in LPKF, you can see that a cover glass with a thickness of 500 um was patterned to secure bending radius of 1 mm.

<LPKF foldable OLED cover glass, Source: LPKF>

With this glass processing technology, attention is paid to whether a S-pen can be supported as a thicker cover glass is applied to a foldable phone in the future.

Samsung’s Galaxy Z Fold 2 image leak, internal and external displays become bigger.

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<The first supposed official render of Galaxy Z Fold2, Source: twitter.com/ishanagarwal24>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.

Galaxy Z Fold2 will be released at the end of September, about two months after it was unveiled at the Galaxy Unpack event on the 5th of next month.

Inside the Galaxy Z Fold2, a 7.7-inch foldable OLED that is larger than the previous Galaxy Fold’s 7.3-inch screen is used, and the cover window material of the foldable OLED is UTG. The size of the external OLED is 6.23 inch, which is 1.63 inch larger than the previous one.

The rear camera is equipped with a 1,800-megapixel main camera, a triple (three) camera and a flight distance sensor (ToF), and the internal camera is known to be located in the center of the right screen in the form of a punch hole, but can’t see in this image.

Expected touch pens do not apply to this model. The shipping price is expected to be 2.3 million won, which is about 100,000 won cheaper than the previous one.

Published The Chinese OLED Industry Trend Report for The First Half of 2020

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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.

This report includes product launch trends of OLED-related Chinese set makers during the 2019~first half of 2020, business and investment status by major panel manufacturers, supply chains for major products, various performance analysis and forecasts, and includes the trend of recently announced exhibition products.

This report will provide guidelines for people engaged in various tasks such as OLED-related panel manufacturing, parts/materials, and equipment fields to understand and forecast the Chinese OLED industry.

Material Science Co., Ltd. develops high-purity blue light-emitting material with a half width of 11 nm

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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.

Material Science (hereinafter referred to as MS), a Korean company that has been developing blue light emitting materials since 2015, has recently focused on realizing high color purity and successfully developed high color purity blue light emitting materials with a light emission wavelength of 460 nm and a half width of 11 nm. Considering that the emission wavelength of the currently commercially available blue material is about 20 nm, the blue material of MS is expected to receive great attention.

The full width at half maximum (FWHM) is an expression of the extent of function given by the difference between the two extreme values of the independent variable at which the dependent variable is equal to half of its maximum value.

 

and the narrower the half width, the higher the purity.

A typical example is Samsung Electronics’ QLED TV, which has significantly improved color reproduction by applying a QD sheet to the LCD back light.

The blue light emitting material developed by MS is expected to be applicable not only to fluorescent materials but also to hyper-fluorescence, which is attracting attention as a next-generation blue material according to emission wavelength control.

<Comparison of the half width of the existing blue dopant with the half width of the blue dopant developed by MS, Source: Materials Science>

Announcement of sale of Samsung LCD P8-2 line

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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.

 

Prior to this, some facilities of the P8-1 line were converted to the newly invested QD display line, and only about 30K of TFT and 200K of CF out of all 200K-scale process equipment were sold to companies in China.

Shenzhen EFONLONG OPTRONICS DISPLAY CO., LTD, which acquired Samsung P8-1 line equipment, was founded in 2008 as a manufacturer of LCD modules , located in shenzhen, China. Hefengtai is known to attract investment from the government of Zhejiang, China, and install and operate a relocation facility in Zhejiang.

 

On the other hand, this P8-2 is known to sell the entire 200K-scale facility, and it is known that Samsung C&T is in charge of it, and the sale amount reaches 500 billion won.

 

Samsung is known to preferentially convert existing LCD facilities in line with the investment of QD Display, but due to the announcement of the sale of all volumes, it is expected that most of the investment facilities will be newly purchased in the future.

 

In view of this information, it is possible to carefully predict the possibility of a delay in the investment schedule of an additional 90K scale after the current QD display 30K investment or a change in the investment direction associated with QNED development status.

Jiangsu LEMENG (江苏乐萌) invests 200 million yuan for OLED metal mask project

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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.

Jiangsu Lemeng (江苏乐萌) secured 77,000 m2 new plant site for expand the OLED metal mask production line. Based on the existing G6 and G5.5 Mask Frame production lines, it will expand production capacity and secure large-scale production capacity of CMM. After the project is completed, Jiangsu Lemeng (江苏乐萌) can produce 8000 Mask Frames and 1000 CMMs annually, and the production sales are expected to reach 500 million yuan. Metal masks are core consumable parts required for OLED production, and have been exclusively supplied by Japanese and Korean companies for a long time.

 

Jiangsu Lemeng(江苏乐萌) is a subsidiary of Lemeng, Changzhou City, invested 120 million yuan from OLED business unit of Lemeng, Changzhou City, the predecessor, and related to OLED metal mask industrialization from 2017 Technology has been developed. Started mass production of Mask Frame from October 2019 and has a production capacity of about 1000 pieces per year. Jiangsu Lemeng is known to have already secured CMM industrialization technology, and is expected to secure 1,000 CMM production capacity annually from June 2021, when the new facility is completed.

 

Source: OLED Industry June 19

Investment of 43.75 billion yuan, investment of new Micro OLED factory in China

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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.

It is known that Quanzhou City’s Micro OLED project is planned to divide the total of 4.33 billion yuan into two stages. The first phase of the project is to invest 667 million yuan and build one micro OLED module test production line on a 5000 square meter site. The monthly production capacity is 1 million units (basic size 8 inches), and the production of 100,000 modules is completed on an annual basis. It is estimated that the annual output of the resulting production will reach 350 million yuan. The second phase, which is in progress, is 3.7 billion yuan. One Micro OLED plant is built and the monthly production capacity is 15,000 sheets (12 inches of substrate size), and one Micro OLED plant will be produced to produce 20 million consumer electronics modules.

According to the breaking news reported earlier, the Micro OLED project was also announced at the concentrating cloud contract of Qianzhou City’s major project in 2020, held by the City Hall of Quanzhou on March 19th. At the time, the event was conducted in the form of’meeting site + online linkage of investment destinations’. Vice Minister Wang Yafu of County, Quanzhou City, signed the Huidong Industrial Park Micro OLED business, investing a total of 4.35 billion won with Chairman Wu Wen Tian of 福建恒煦实业有限公司 on behalf of the current government.

Source: Fujian Daily June 5

Samsung Display A3 line replaced with Y-OCTA manufacturing line

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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.

The built-in method in which a touch sensor is formed on a thin film encapsulation (TFE) is called by various names such as Y-OCTA(YOUM on-cell touch AMOLED), ToE(touch on encapsulation) or FMLOC(flexible multi-layer on cell touch) for each panel maker. Unlike the add-on type, the on-cell type touch sensor is formed directly on the top of the encapsulation layer without a separate base film. Due to this, the on-cell type has a higher process difficulty than the add-on type, but it is advantageous to manufacture a thin OLED panel thickness, and there is an effect of reducing the process cost.

Recently, in order to apply this on-cell type touch technology to mobile phones using OLEDs, each display manufacturer is undergoing a step-by-step line modification work. Four mask steps are added to apply the on-cell type touch technology. There are two ways to cope with this process step increase: to install and respond to new equipment as much as the process to increase, and to proceed with the process at existing facilities.

Samsung Display decided to use an existing exposure machine to use the on-cell type touch technology in the existing A3 line (Tangjeong), and is in the process of remodeling the 105K capacity TFT production line. In the existing process flow, a back plane process is performed with mother glass of 1500×1800 mm2 and 1500×900 mm2 glass with half-cutting of this mother glass is processed in the OLED process. Therefore, in order to process the half-cut glass again in the back plane equipment, the jig manufacturing method of connecting and processing two cut sheets is applied. After this modification, the production capacity of the A3 line will be reduced. The amount of 105K of the A3 line that is currently being renovated is changed from LTPS process to LTPO process, and it is combined with Y-OCTA process. In this case, 3 mask steps increase as LTPS is changed to LTPO, and 4 additional mask steps increase for Y-OCTA. As a result of the total increase of 7 mask steps, the A3 line is expected to reduce the existing 105K production capacity to approximately 75K level after remodeling.

China’s BOE is also constructing built-in touch processes in B7 and B11. BOE is in the process of adding and processing exposure equipment, etc. as a way to add a built-in touch process. In this case, there will be no significant change in production capa.

<Production capacity comparing with before/after modifying at SDC A3 line>

Deuterium substitution blue, will be next generation blue materials?

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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.

Deuterium substitution technology is to replace hydrogen with deuterium in a compound combined with existing hydrogen, and each company has a difference in substituting the compound before or after synthesis or substituting the whole. Representative development companies for deuterium substitution include Idemitsu Kosan, DuPont, SFC, and JNC.

As related patents, compounds substituted with deuterium with an atomic mass of deuterium that is twice as high as hydrogen have lower zero-energy and lower vibrational energy than those combined with hydrogen, resulting in lower ground-state energy and weaker intermolecular interactions, resulting in a thin film in an amorphous state. It is effective in improving the life of OLED.

It is expected that the OLED device to which the deuterium-substituted compound is applied can improve the lifetime by more than 20% compared to the previous one.

Samsung’s QNED, will make a sensation in the TV and display markets?

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QNED (Quantum dot nanorod LED), which is known to be under development by Samsung, is becoming a hot issue in the display industry in 2020.

With the emergence of micro LEDs, followed by CRTs, PDPs, LCDs, and OLEDs as TV displays, the industry is interested in whether QNED could be another new technology.

Samsung Display is known to stop the LCD business and invest 13.1 trillion won as an alternative to do the QD-OLED business. In this situation, attention is being focused because the development of QNED can act as another variable in the future of Samsung Display’s large display business.

QNED uses oxide TFT and QD (quantum dot) -CF (color filter) technologies used in QD-OLED manufacturing. On the other hand, the pixel material that emits light is characterized by being changed to a nano-sized bar-type LED (nanorod LED), unlike OLED emitting materials. The pixel manufacturing technology, which is the core technology of QNED manufacturing, is a method of spraying nanorod LEDs dispersed in a solution into a pixel area by an ink jet method and arranging them in a self-align method by an electric signal.

UBI Research published a report that analyzed the structure and manufacturing technology of QNED based on the patented technology filed by Samsung Display. This report is structured to quantitatively analyze QNED-related patents filed by Samsung Display, so that QNED’s technology completeness and mass productivity can be known.

QNED structure and manufacturing technology analysis report published

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UBI Research (www.ubiresearch.com) published “QNED Structure and Manufacturing Technology Analysis Report”, which analyzed 41 cases of Samsung Display’s QNED (quantum dot nanorod LED) published patents.

The contents described in this report were selected from the 41 patents published, which are considered to be used for QNED manufacturing, and are constructed by qualitative analysis.

As a result of analyzing the published patent, the QNED structure was formed of TFT, pixel, and QD (quantum dot) -CF (color filter). In the published patent, all TFT structures are depicted as 2Tr (transistor), but it is estimated that a 3Tr1C structure will be used because at least three TFTs for current driving are required. The pixels consisted of nanorod LEDs, electrodes, and optical structures to increase light efficiency.

Until now, the electrode structure of the pixel was known to be rectangular, but as a result of analyzing published patents, the electrode structure is estimated to be circular. In a specific patent, when the asymmetric waveform was applied to the circular electrode, the alignment direction and alignment characteristics of the nanorod LED were improved. It is judged that the nanorod LED alignment electrode and the drive use the same electrode.

The nanorod LED used for QNED manufacturing is made of GaN and emits blue light, and the size is <1um x 10um. In order to increase the alignment effect of the nanorod LEDs and reduce process defects, the nanorod LED surface appears to be treated with an insulating film and an orientation radical.

What is the difference between the touch types of each model of iPhone 12?

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All of Apple’s iPhone 12 models, OLED panels will be used and consisted of four models. There are three sizes, 5.4 inches, 6.1 inches, and 6.7 inches, respectively, and 6.1 inches are divided into two models.

Samsung Display and LG Display have begun preparing to mass-produce, with recent orders from Apple. Samsung Display plans to supply OLED panels of all sizes, LG Display plans to supply 6.1-inch OLED panels, and there are differences in touch type by size.

First, on-cell touch which a touch electrode is formed on a thin film encapsulation (TFE) is applied to 5.4 inch and 6.7 inch models. Each panel maker is called Y-OCTA (YOUM on-cell touch AMOLED), ToE (touch on encapsulation), FMLOC (flexible multi-layer on-cell touch), and unlike add-on touch, a touch electrode is formed directly on the upper layer without base films. Due to this, the on-cell touch has a higher process difficulty than the add-on touch, but it is advantageous to fabricate a thin OLED panel thickness, and the process cost is also reduced.

Add-on method is applied to 6.1 inches. A touch electrode is formed on the base film, and is attached on the TFE by adhesive. It has the advantage that the process is simpler than on-cell touch.

<Flexible OLED touch type, Source: AMOLED Manufacturing Process Report>

Recently, rumors that BOE is supplying 5.4 inch and 6.1 inch OLED panels to Apple have turned around, but 5.4 inch is on-cell touch type and it is still difficult to supply for iPhone 12 due to technical difficulty. BOE is developing a 6.1-inch OLED panel and has not received calls yet.

<iPhone 12’s touch types and panel suppliers>

Who is the supplier of OLED panels for iPhone 12?

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<Image of iPhone 12 Pro Max, Source: EveryApplePro>

Apple’s new iPhone 12 will be consisted of 4 models, and all 4 models are expected to adopt OLED. The general lineup of the iPhone 12 is the 5.4 inch iPhone 12 and the 6.1 inch iPhone 12 Max, and the pro lineup is the 6.1 inch iPhone Pro and the 6.7 inch iPhone Pro Max.

Recently, rumors are floating that BOE will supply OLED of 5.4 inch and 6.1 inch general models, and Samsung Display will supply OLED of 6.1 inch and 6.7 inch pro models. Due to the news that Chinese OLED panel manufacturer BOE is supplying OLEDs to Apple, the interest of OLED-related companies such as light-emitting material companies and component companies is growing day by day.

According to UBI Research, BOE is developing 5.4 inch and 6.1 inch OLEDs, but has not received any calls from Apple. In the current situation, Samsung Display plans to supply 5.4 inch, 6.1 inch, and 6.7 inch OLEDs, and LG Display and BOE are developing 6.1 inch OLEDs.

The BOE hasn’t gotten a clear call yet, but there’s plenty of time left for the mass production of the iPhone 12, so there’s plenty of room for the BOE to get a call from Apple. While the production of the iPhone 12 is likely to be delayed by about a month due to the corona incident, it usually takes 4 ~ 5 months from the OLED panel test to the mass production of the set, so there is enough time.

Related information can also be found in the recent report of ‘change in OLED market by coronavirus’, published by UBI Research.

78.6 tons of OLED emitting material demand increased by 5.6% in 2020

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According to the 2020 OLED emitting material report published by UBI Research, the demand for emitting materials in 2020 is 78.6 tons, which is 4.2 tons higher than last year’s 74.4 tons. The material used for OLEDs for smartphones and mobile devices is 62.9 tons, and the OLED emitting material for TVs is expected to be 15.7 tons.

In 2019, the total emitting material market was totaled at $ 1.28 billion, and 43% of the total amount was purchased from Samsung Display. It was found that the amount purchased by LG Display was 19.4% and the BOE was 11.6%. LG Display’s purchase of emitting materials accounted for 60.8% of TV use. The order of purchase of emitting materials for mobile devices is in order of Samsung Display, BOE, and LG Display. This is because BOE has a large amount of OLED production for mobiles after Samsung Display.

The OLED panel for TV only produces LG Display, but Samsung Display is pursuing QD-OLED commercialization using blue light emitting material and QD. In addition, although BOE is a white OLED structure similar to LG Display, it is developing a top-emission structure that transmits light in the opposite direction of TFT, and it is expected that three companies will produce OLED panels for TV within a few years, and the emitting material market is expected to increase as well.

 

The market for emitting materials in 2020 is expected to increase by 7% from 2019 to $ 1.37 billion. Among the emitting materials, green and red hosts are expected to be $ 19.2 billion and $ 19 billion, respectively, and green dopants and P + are expected to be $ 1.37 billion and $ 1.35 billion, respectively.

2020 OLED market change by coronavirus

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According to UBI Research’s report on changes in the OLED market caused by coronavirus, the forecast for the 2020 OLED modification market is $ 36.7 billion in sales and 612 million units. This is a decrease of 4.8% and 7.6%, respectively, from the expected sales of $ 38.5 billion and shipments of 6.6 million units at the beginning of the year.

As a result of UBI Research’s analysis of the effect of coronavirus on the OLED market for two months, the global smartphone market is expected to drop by 20% and the TV market is expected to decrease by 15%. However, the impact on the overall OLED industry was judged to be only 5-8%. OLED panels for smartphones, TVs and watches are expected to decrease, but the market for OLEDs for monitors is expected to increase.

The expected OLED shipment for smartphones was 527 million units at the beginning of the year, but the forecast for correction is 486 million units, a decrease of only 7.8%. Although the market for Galaxy and iPhone is analyzed to be higher than the average decrease rate, Chinese smartphone makers are expected to reduce LCD smartphones and increase production of OLED smartphones significantly.

Chinese smartphone makers’ use of OLED seems to follow Apple’s business direction. Flagship models of Chinese smartphone makers have used Pro and Pro Plus. Pro is the model grade name used by Apple and Plus is the model grade name used by Samsung. However, flagship models of Chinese smartphone makers that are launching this year are using both Pro and Pro Max as well as Apple. All of these models, like Apple, plan to use flexible OLEDs.

The OLED TV market was found to be greatly affected by coronavirus. Estimated shipments at the beginning of the year were 4.9 million units, but the forecast for correction was 3.6 million units, down by 1.3 million units. A 26.5% reduction is expected. This is 300,000 units more than 2019 shipments. This is because the production schedule of the Guangzhou factory has been postponed since the third quarter due to the coronavirus, and TV sales are plunging due to the spread of coronavirus in Japan and Europe, the main markets for OLED TV. In fact, Japan’s TV performance in the second quarter was below 50% in 2019.

However, the demand for the OLED panel business for monitors that Samsung Display has been promoting since the second half of last year is expected to increase due to the game industry, telecommuting, telemedicine, and remote classes due to the aftermath of the coronavirus.

Merck acquires OLED patents for display applications from Konica Minolta

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Merck announced that it acquired the OLED patent portfolio for display applications from Konica Minolta Inc., a global technology company that provides innovative solutions to businesses and society on 24th April. The acquired portfolio comprises over 700 patent families.

“Adding Konica Minolta’s patents to our already strong portfolio will further boost our OLED development pipeline”, said Kai Beckmann, Member of the Executive Board of Merck and CEO Performance Materials. “With this step we will further strengthen our power to drive innovations in the fast-growing market of OLED displays.”

For more than 15 years, Merck has conducted research and development in the OLED technology field, and, as a result, became one of the leading OLED material suppliers.

The acquisition of Konica Minolta’s OLED patents for display applications is effective immediately. Financial terms were not disclosed.

Apple’s last LCD phone, iPhone SE

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The iPhone SE, the last product of the LCD smartphone that Apple has opened to the smartphone market, has been released.

Apple’s 2019 model iPhone 11 had three models, the base model iPhone 11 used a 6.06inch LCD, and the advanced specifications iPhone 11 Pro and Pro Max used 5.85 inch and 6.46inch flexible OLED, respectively.

Samsung Display supplies both 5.85inch and 6.46inch flexible OLEDs, and LG Display has supplied only 6.46inch flexible OLEDs from the fourth quarter of 2019.

This year, Apple releases a four-model iPhone. There are three types of iPhone, SE2 which started selling this month, and 3 iPhone 12 which starts selling in September. Strictly speaking, since there are 2 models of the iPhone 12 Pro, 4 types of iPhones using OLED will be released in the second half of this year.

Apple’s current LCD phones are the iPhone 11 and the newly released SE2. Of the iPhone models released by Apple this year, only the LCD will use the SE2, and the SE2 is expected to be Apple’s last LCD smartphone.

Apple already mentioned that in 2019, all future iPhone displays will be replaced by OLEDs. Therefore, in fact, this is the reason that the SE2 released this time is expected to be the last　LCD phone.

Most of the latest smartphones are more than 6 inches, but the iPhone SE2 released this time is a small 4.7-inch model using IPS LCD.

The reason Apple used a small display is believed to be a strategic product to target the mid-priced market of around $ 500. It’s currently $ 549.99 on eBay, but it’s on Amazon for $ 399.

Apple’s expected iPhone strategy is two tracks. First of all, in order to maintain the second largest market share in shipments, it is necessary to match shipments with products with a wide market of $ 500. And the operating profit creation is to fit the expensive iPhone 12 series using flexible OLED.

However, shipments of LCD phones are expected to gradually disappear after 2021, depending on the sales of 5.42 inches, the basic model of iPhone 12, which will be released in the second half of this year.

Huawei’s OLED TV launch, LG Electronics, and Sony’s 48-inch OLED TV launch will further increase the influence of OLED TV

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Huawei launch its first OLED TV and LG Electronics and Sony will launch a new lineup, a 48-inch OLED TV. As a result, the OLED TV camp and lineup are expected to become more diverse.

First, Huawei will launch its first OLED TV X65 soon. X65 is used a 24-megapixel camera to control the TV with a ‘gesture tracking’ function that recognizes the user’s face, motion, and posture, and is equipped with 14 under-screen speakers to automatically To correct the sound. The X65 used LG Display’s OLED will be released on April 8.

China’s OLED TV camp has increased to five camps from Skyworth, Konka, Changhong, and Xiaomi to Huawei. In addition, Huawei’s OLED TV launch, which is leading the Chinese smartphone market, can have a great influence on the premium TV market in the future.

<Hauwei’s OLED TV ‘X65’, Source: news.mydrivers.com>

Meanwhile, LG Electronics and Sony, which are leading the OLED TV market, will launch a new 48-inch OLED TV to make the lineup more diverse. Currently, OLED TVs have only 55-inch, 65-inch, and 77-inch lineups, and are evaluated to have a relatively short lineup compared to LCD TVs. LG Electronics and Sony are planning to target the Japanese or European market with high preference for small TVs through the launch of this 48-inch OLED TV.

<Sony’s 48 inch OLED TV ‘KJ-48A9S’, Source: Sony.jp>

LG Electronics and Sony’s 48-inch OLED TVs are scheduled to be released in May and July, respectively.

It is noteworthy whether OLED TV will exert great influence once again in the premium TV market in 2020, such as Huawei joining the OLED TV camp and LG Electronics and Sony launching the first 48-inch OLED TV.

Samsung Display QD-OLED investment timing forecast

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Samsung’s LCD business, which began in 1991, will be suspended in 2021. Samsung’s LCD business is completely closed after a 30-year lifespan. Samsung foresaw the limitations of the LCD business 10 years ago and stopped investing in the 10G. Instead, Samsung Electronics has separated the LCD business to create a Samsung Display combined with Samsung SDI’s OLED and has been preparing for a new display era.

Samsung’s loss of LCD business can be estimated for two reasons. The first is the deterioration of profitability from China’s LCD over-investment, and the second is the transition to a new business with high added value.

Since the display is an essential product in the modern information society, demand is gradually increasing worldwide as the usage is increased. In addition, as the amount of information increases, the data to be expressed increases, so the display size must also increase. By these two factors, the display industry has the power to continue to develop. However, China’s LCD investments have continued to invest in large quantities over many years. In the wake of this, only two LCD companies in Japan, Sharp and JDI, remained, and the Korean LCD business also reached a point where it was necessary to organize the business due to deficits.

Samsung Display and LG Display have expanded the OLED business to respond to the low-priced panel of Chinese LCD companies, and have focused on producing OLEDs with the best image quality preferred by set makers with high brand power. Samsung Display already secured a market of $ 25.3 billion in the smartphone display business in 2019, and LG Display secured $ 2.2 billion in sales in the OLED market for TV last year.

Samsung Display has enjoyed tremendous sales and operating profit in the OLED business, but the LCD business has been in the red for several years. Samsung Display sells LCDs for monitors, mainly for LCDs for TVs, but has secured the optimal solution to replace them all as QD-OLEDs.

QD-OLED production, which Samsung Display started investing from this year, uses 8.5G equipment. This is because Samsung Display’s factory in Tangjeong is an 8.5G LCD line, which can reduce the cost of building an OLED production line. Samsung Display will produce 8K 65-inch QD-OLED panels at this plant starting next year. It also produces QD-OLEDs for 32-inch 4K monitors. Maintaining the TV and monitor panel business previously held by Samsung Display, profitability can be secured by selling expensive products.

Samsung Display started investing in QD-OLED 30K in the existing 8.5G LCD factory, but the total investment is 120K. The remaining investment is 90K. Samsung Display’s additional investment is expected to change in size and timing depending on the QD-OLED production situation starting next year. If a yield of over 60% is secured from the beginning of production, the remaining 90K can be invested in next year. This is the most desirable timing. It can be used without leaving the LCD engineer. To prepare for this situation, all LCD lines must be removed by the first half of 2021. The next scenario is when the QD-OLED yield is less than 60%. In general, when the yield is low, the plant cannot be fully operated, so it does not require much manpower. Since additional investment is appropriate after securing the yield, it is a method of separating the investment, investing 30 ~ 60K, and then investing the remaining size later.

Nobody know what will happen next year, but Samsung Display is steadily taking a step forward to secure the future business.

JDI decided to sell LCD production equipment to a foreign client for 200 million dollars.

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JDI announced that it has agreed to sell production equipment at its plant in Hakusan, Ishikawa Prefecture, to a foreign client for 200 million dollars.

The Hakusan plant was JDI’s mainstay factory, producing LCD panels for Apple. The plant was halted in July last year due to sluggish demand. JDI plans to clean up excess facilities that have caused poor performance.

JDI decided to sell LCD production equipment to Apple first and real estate to Sharp later, but negotiations have been delayed due to the effect of the corona virus.

The Hakusan plant was built with Apple’s $ 1.5 billion funds and operated at the end of 2016. But because Apple’s utilization of OLED panels on iPhones has increased in recent years, utilization rate of Hakusan plant has decreased. Moreover, it was a burden for JDI to repay the advances to Apple at the end of February 2020. It is a policy that the funds obtained through the sale of the equipment will be used to repay advances.

Foldable OLED UTG market expected to grow rapidly

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As Samsung Electronics’ Galaxy Z Flip continues to be sold out in the market, Samsung Display’s foldable OLED cover window UTG (ultra thin glass) market is expected to grow rapidly.

According to UBI Research’s first quarter 2020 parts and materials market track, the UTG market is expected to grow to $ 160 million this year and to $ 640 million in 2023.

In Samsung Electronics’ first-generation foldable phone, the Galaxy folder, a transparent PI made of plastic was used as the cover window, but in the second-generation foldable phone, the Galaxy Z Flip, the cover window was replaced with UTG. The reason Samsung Display changed the transparent PI to UTG is that the glare of the glass cover when the screen is off gives a much more luxurious feeling than the transparent PI.

Samsung Display used transparent PI produced by Dongwoo Fine-Chem for the first-generation foldable OLED, but changed it to UTG produced by Dowooinsys technology. Glass for UTG is provided by Shott. To strengthen the foldable OLED ecosystem, Samsung Display secured a 27.7% stake in Dowooinsys and secured its position as the largest shareholder. Foldable OLED latecomers are now only developing out-folding type foldable OLEDs as transparent PI, but Samsung Display has changed materials to prevent latecomers from following the foldable OLED market at all.

3F starts construction of 1,100 tons of PI production plant annually

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China has entered the localization of PI. Although it has grown to the world’s highest level of LCD production, it is still only a few percent in the OLED panel market. In the OLED field, the Chinese government continues to invest heavily in panel makers, mainly BOE, to help China become the best production base. However, the supply chain of parts and materials that are essential for producing OLED is very poor.

The Chinese government has invested in a PI plant to make flexible substrates, which is the first step in flexible OLED manufacturing.

3F New Material, located in Changshu, started a project capable of producing 1,100 tons of PI per year. The project involved construction of a three-story production plant on a site of 2408 square meters with a total investment of 216 million yuan. The total building area is 7224 square meters, and after completion of the factory, it will have the capacity to produce 1,000 tons of PI for the substrate and 100 tons of transparent PI for the cover window.

Samsung Display, LG Display, and OLED sales depend on the operation of the Vietnamese module factory

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Samsung Display and LG Display, whose business trip to Vietnam was blocked by the Corona virus, are trying to prevent delays in OLED production by launching charter.

Samsung Display, which produces OLED for mobile devices, operates a line of OLED modules for smartphones in Bac Ninh, Vietnam, and Samsung Electronics also has smartphone manufacturing plants in Bac Ninh and Tai Nguyen. Samsung Display installed the foldable OLED module line 30K in December 2019. In this module factory, Samsung Display is producing foldable OLED modules for Galaxy Z flips, which Samsung Electronics has begun selling this year. LG Display invested a total of KRW 1 trillion in Haiphong, Vietnam in May 2016 to produce the OLED module, built a module factory and started operation in September of that year.

The Vietnamese government is blocking entry from Korea to prevent the spread of coronavirus. This has made it difficult for Korean companies with factories in Vietnam to travel to Vietnam. However, Samsung Display and LG Display are preparing a charter for the normal operation of their OLED module factory and are on a business trip to Vietnam.

If Samsung Display is unable to manage the Vietnamese module factory, Samsung Electronics will disrupt the production of the Galaxy Z Flip, which is the biggest game this year, and may cause huge losses and may be affected by the leading position in the foldable smartphone market. LG Display is also in an urgent situation. From the fourth quarter of last year, LG Display began to supply pOLED to Apple following Samsung Display, and pOLED shipments to Apple are increasing this year. As LG Display supplied pOLED to Apple, sales increased significantly last year. This year, LG Display’s Apple supply is expected to reach 15 million units.

Therefore, these two companies are desperate to manage the module factory in Vietnam to maintain the OLED business.

Molecular Glasses Receives U.S. Patent 10,593,886 For Improved OLED Device Lifetime

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The U.S. Patent Office has awarded patent number U.S. 10,593,886 to Molecular Glasses, Inc. for “OLED Devices with Improved Lifetime Using Non-Crystallizable Molecular Glass Mixture Hosts”

<Improved OLED device lifetime using OLEDIQ™, Source: molecularglasses.com>

The present invention provides an OLED multilayer electroluminescent device that includes a cathode, an anode, a light-emitting layer (LEL) disposed there between, and charge-transporting layers disposed between (A) the cathode and the light-emitting layer, (B) the anode and the light-emitting layer, or (C) both (A) and (B). The light-emitting layer (LEL) includes a host material and an emitter. The host material includes a high-entropy non-crystallizable molecular glass mixture, which includes hole-transporting capabilities, electron-transporting capabilities, or ambipolar capabilities. The ambipolar capabilities include hole-transporting capabilities and electron-transporting capabilities.

According to Mike Molaire, Molecular Glasses’ CEO and Founder, “OLEDIQ™ materials are amorphous, soluble small molecules that are non-crystallizable, which prevents aggregation of dopant emitters. This means OLEDIQ™ produces significant improvements in OLED lifetime and high reliability. This is an ideal platform for high-efficiency, long-lasting blue OLED. OLEDIQ™ materials can be used for both the vacuum-thermal deposition production process, as well as inkjet printing without any modification”.

The OLED emitting material market will grow to $ 1.9 billion by 2020

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UBI Research(www.ubiresearch.com), a company specializing in OLED market research, predicted that the market for OLED emitting materials for 2020 will rapidly grow to $ 1.9 billion.

According to the OLED emitting material market track published by UBI Research every quarter, the emitting material market in 2019 was $ 1.304 billion, up 39.2% from 2018’s $ 0.937 billion market.

The reason for the growth of the emitting market in 2019 is proportional to the growth of the OLED panel market for smartphones. This is because OLED shipments for smartphones in 2018 were 407 million units, but growth was 16% in 2019 at 474 million units. (Source: UBI Research 2020 OLED Display Market Track).

The reason why the emitting material market growth is greater than that of the panel market is that 6G flexible OLED factories of Chinese panel makers have started operation. The production amount is still small, but the yield is low, so the input of the substrate is twice the amount of production, so the consumption of emitting materials is very high. In addition, it is one of the reasons that the market for emitting materials has grown due to the small purchase volume compared to Samsung Display.

As a result of counting sales by emitting materials companies in 2019, UDC accounted for $ 233 million, accounting for 17.9% of total sales, and Samsung SDI accounted for $ 212 million (including Novaled sales), accounting for 16.2%.

In 2020, both panel makers’ capacity and utilization rate are expected to increase, and consumption of emitting materials is also expected to increase.

The total consumption of emitting materials in 2019 was 73 tons, but it is expected to increase to 102 tons in 2020.

Expected consumption for each material is 16.9 tons for HITL materials and 4.15 tons for blue host materials. Blue host and dopant materials are expected to increase rapidly from 2021 when Samsung Display starts mass production of QD-OLED.

Wuhan Tianma 6G OLED line installation delay

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The Tianma T4 plant in Wuhan has continued to produce even during the corona period, and the core equipment of the ph2 6G OLED line has already been brought in, but the equipment set-up is delayed due to the inability of overseas equipment companies to enter Wuhan.

In recent, as the number of corona virus spreaders in China, including Wuhan, has declined, equipment set-up is expected to resume from the second quarter, and mass production is expected to start after the third quarter.

The ph2 of Tianma T4 was signed on June 1, 2018, and a total of RMB 14.5 billion was invested. When the Ph2 setup is complete, the Tianma T4 plant will have a total of 35K Capa in 6G.

2020 OLED Manufacturing Equipment Market Forecast

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According to UBI Research’s annual equipment market track for 2020, the OLED manufacturing equipment market is expected to reach $ 9.51 billion in 2020. This is an increase of $ 1.2 billion compared to $ 8.31 billion in 2019.

Chinese panel makers have aggressively invested the 6G Flexible OLED line, but due to the high panel price, the adoption of flexible OLED produced in China in the smartphone market has not increased, leading to an oversupply of over 30% worldwide. For this reason, Korea has stopped investing in 6G flexible OLED, and Chinese panel makers are also delaying their investment time slightly.

However, by 2020, Samsung Display’s investment in the 8.5G QD-OLED 30K line began, and the equipment market will remain at the 2019 level.

Canon enters OLED materials business

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Canon is considering the OLED materials business as the adoption of OLED panels such as smartphones and TVs is spreading. OLED panels are used in electronic finders in Canon’s mirrorless cameras.

Although no specific production date has been announced, the company will focus on research and development, group companies in Fukui Prefecture, and Fukui Canon.

Canon Tokki, the No. 1 OLED evaporator market share, is a subsidiary.

Canon is developing TADF luminescent materials as Cu-complex compounds. (Japanese Patent JP2011213643A)

OPPO Launches All-round 5G Flagship Find X2 Series with Industry-leading Screen

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OPPO unveiled its Find X2 series March 6, 2020 – a flagship lineup of 5G devices that delivers a powerful camera experience and battery life, with one of the most advanced screens in the industry.

In the 5G era, with the improvement of the network, users are now consuming content at a much faster rate and simultaneously have higher requirements for the content quality. Catering to these needs, Find X2 is equipped with a 120Hz QHD+ AMOLED screen, an all-round ultra-vision-camera system, the industry’s fastest 65W SuperVOOC 2.0 flash charging technology and the most advanced 5G mobile platform—Snapdragon 865. The Find X2 Pro is also the first mobile phone to support all-pixel omnidirectional focus and up to 12bit photo capturing.

Both Find X2 and Find X2 Pro are equipped with an OPPO customized 120Hz 6.7inch QHD+ Ultra Vision Screen with more than one billion variations of color display capabilities, bringing a visual revolution in resolution, color, refresh rate and brightness. With a resolution of 3168×1440, 513 ppi, ultra-low screen reflectivity and a maximum screen brightness of up to 1200nit, it creates a clear and comfortable display in any environment.

The Find X2 series adopts a front and back sleek double-curve body design. The front of Find X2 series is covered with Corning Gorilla’s sixth-generation glass panel. The advanced COP packaging technology and the 67.8° curved surface design create a visually borderless effect, making the phone round and smooth to touch.

AP System supplies ELA equipment to Chongqing BOE B12

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AP System was selected as the final bidder for BOE’s B12 line ELA (eximer laser annealing) equipment.

ELA is an essential equipment to make low temperature polysilicon (LTPS) TFT for OLED. Eximer laser crystallizes a-Si into polysilicon. It is called LTPS because it makes polysilicon without applying high heat.

In this bid, BOE presented not only equipment quality but also technical competitiveness, easy operation, and maintenance as a supply condition. The AP system met all these requirements and became a final equipment supplier. The official PO has not come out yet.

BOE B12 plans to install eight ELA units. AP System also supplied ELA equipment to BOE’s B7 and B11.

2019sidebar

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New Report

2020년 FEBRUARY 15일
Publication of 2020 OLED Display Annual Report

2019년 OCTOBER 24일
Publication of 2019 Flexible & Foldable OLED Report

2019년 AUGUST 19일
Publication of 2019 Solution Process OLED Annual Report

2019년 JULY 8일
Published AMOLED Process Report ver.2

Publication of 2019 OLED Equipment Report

Publication of 2019 OLED Components and Materials Report

Publication of 2019 OLED Emitting Material Report

Publication of 2019 OLED Annual Report

3Q OLED Market Analysis and Future Outlook

The impact of the corona virus on the OLED market in 2020

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Dark clouds are approaching Korean industry by the corona virus that has been blown since the beginning of the year. Wuhan, the birthplace of the corona virus, is badly affecting the Chinese display industry because it is a key place where Chinese display makers are building large production bases.

Wuhan and other plant set-ups are experiencing difficulties due to the lack of manpower needed to build the line. At the same time, the utilization rate of the entire supply chain in China is falling sharply, as the labor force of parts and materials manufacturers in China is delayed to return to the factory. In the smartphone industry, the center of the OLED industry, iPhone production is affected in the first quarter. Foxconn’s factories, which produce iPhones in Zhangzhou and Shenzhen, China, are operating at 50% at end-February. This is because manufacturing workers are returning to the factory late. Companies such as Huawei, Xiaomi, Oppo, and Vivo are also hampering smartphone production due to delays in parts procurement.

Nevertheless, the production of OLED smartphones is not much affected yet. First, Samsung Display’s panel production plant, which accounts for 86.3% (2019) of OLED shipments for smartphones, is located in Korea, while the module plant in Vietnam is not affected by China. In addition, the supply chain has no effect as most of the material production bases that make up OLED panels (including modules) are also in Korea.

Samsung Display’s OLED production for smartphones in January and February totaled 48 million units, less than 2 million units compared to 50 million units shipped in the same period in 2019. Of these, 14 million and 17 million units were supplied to Chinese smartphone makers in 2019 and 2020, respectively. This year, more than 3 million units are shipped. So far, Samsung Display’s OLED business is not affected by the corona virus.

The total market share of Chinese OLED panel makers in 2019 is 11.7%. By February, the panel utilization rate of Chinese OLED panel makers was maintained at 80%. The impact of factory operation due to lack of manpower is about 20% because most of the display manufacturing industry is driven by automated facilities. Chinese OLED makers import most of the major materials, including light emitting materials, from Korea and Japan, so they are hardly affected by the corona virus.

The parts procurement status of smartphone makers in China affects the market. If Chinese suppliers, including Huawei, fail to procure parts in China, smartphone production will be hampered. However, as Samsung Display’s OLED production for China is progressing smoothly, Chinese smartphone makers have a strategy of maintaining OLED smartphones, which are expensive brands.

In addition, the first quarter is the off-season with the lowest shipment season, so even if it is difficult to operate a smartphone manufacturing plant until March, the impact on the overall market is about 10%. After the second quarter, if the corona virus subsides, demand can resume.

The problem is from March. China’s corona virus has slowed down, but South Korea has been expanding since the last week of February. There is someone has a virus at Samsung’s Gumi smartphone manufacturing plant. In addition, the Vietnamese authorities, concerned about the influx of South Korea’s virus, refused to visit Koreans, which may make it difficult for the headquarters to properly deal with problems with Samsung Display’s module plant management in Vietnam.

Most important of all, the corona virus is spreading all over the world, and economic activity is severely reduced. In China, the entrance of the apartment is blocked, so it is difficult to bring TV. The Chinese TV market is shrinking. Many people are refusing to go out because they are concerned about a corona virus infection, so fewer people visit a store and buy a smartphone. Consumer sentiment is falling significantly.

Assuming that the corona virus crisis will end in March in Korea and China, the impact of the smartphone OLED industry on 2020 is estimated to be about 5%, but if it is prolonged, it may be adversely affected by more than 10%. Assuming that the corona virus crisis will end in March, the impact of the smartphone OLED industry on 2020 is estimated to be around 5%, but if it continues until the first half of the year, it could be adversely affected by 10%.

The OLED business for TV is slightly different. LG Display’s factories that produce exclusive OLED panels for TVs are located in Paju, Korea, and Guangzhou, China. The Paju plant is not disrupted at all. Like OLEDs for smartphones, parts and components are mostly supplied by Korean and Japanese companies, so Paju factory is not affected by China.

The problem is the Guangzhou plant. LG Display has been expected to produce panels since September 2019, but its supply has been delayed due to poor panel lifetime. LG Display has begun production of panels again this year and is undergoing product tests from customers. Recently, however, the corona virus has begun to spread in Korea, making it difficult for Korean engineers to go to Guangzhou. Even if the corona virus disappears in the first quarter in China and the factories operate normally, it may take some time before the panel is supplied from the Guangzhou plant.

According to Ubi Research’s OLED market track, the 2020 forecast is 4.95 million units without considering the corona virus situation, of which 750,000 OLED panels for TV can be produced by LG Display in the first quarter. If the 55-inch production volume is large, up to 800,000 units can be produced. Since the data were prepared in anticipation that panels produced at the GuangZhou plant will be available from the second quarter, LG Display’s panel supply is expected to be 1.4 million units in the second quarter.

However, it is possible that production will be delayed after May if the customer’s quality certification of panels produced at Guangzhou plant is delayed due to the Korean coronavirus rather than the Chinese coronavirus. In that case, the annual TV panel production could be reduced by about 200,000 units, which is expected to decrease by 4% from the estimated total. However, if the corona virus is prolonged by June, it can cause up to 10% of adverse effects. The market should consider 500,000 fewer than expected.

 

Galaxy S20 series, Korea’s first day of opening about 70,000 units

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The opening volume of Samsung’s new smartphone Galaxy S20 series on the first day in Korea is half that of last year’s Galaxy S10.

According to the Korean telecommunications industry on February 28, the opening volume of the Galaxy S20 series is estimated at about 70,800 units. This figure is about 50% lower than the 140,000 units of the Galaxy S10, which was released in March last year.

In the industry, the Galaxy S20 Ultra is equipped with an 108 million pixel camera, so it was expected that the S20 series, which greatly enhanced the camera function, will be in high demand.

The decrease in the opening volume of the Galaxy S20 is estimated to have reduced demand for the Galaxy S20 due to the decrease in offline visitors due to the spread of the new corona virus.

LG Display named Huawei flexible OLED supplier for new smartphone P40 Pro

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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.

LG Display built a flexible OLED line after Samsung Display and focused on panel sales, but failed to supply flexible OLED by pushing BOE to Huawei’s P30 Pro model in 2019. However, in the second half of 2019, it succeeded in supplying panels to Huawei for Mate30 Pro, and began supplying flexible OLED for iPhone to Apple.

Huawei’s P40 Pro shipment target is 12 million units, and LG Display is expected to supply 50%. The variable is a new coronavirus. It could change Huawei’s smartphone launch schedule and volume.

Huawei is highly dependent on domestic demand, and coronaviruses can reduce shipments by more than 10%.

Compal develops 13-inch foldable PC FlexBook

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Compal, an ODM for notebook and mobile devices, has developed a prototype foldable hybrid tablet that can be equipped with a keyboard. Similar to Lenovo’s ThinkPad X1 Fold, Compal’s FlexBook is a 13.1 tablet with two speakers at the bottom, two USB-C ports, and a volume button on the side.

The tablet can be folded in half with a foldable OLED and a zero gap lay flat hinge. Fold in half to use it like a notebook. Attach a keyboard to make it easier to use. This product can use stylus.

IPhone shipments may drop sharply in 1Q

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The impact of China’s corona virus is expected to reduce iPhone production by 50% year-on-year.

Foxconn’s iPhone plants are located in Zhangzhou and Shenzhen, China, where 90% of the iPhone is manufactured.

Foxconn’s Zhangzhou’s workforce is about 160,000, but only about 10% have returned since the spring holiday, and the Shenzhen plant has not resumed production.

Foxonn plans to increase overall utilization by 80% in March. For the time being, iPhone production is expected to decline.

Foxconn pays 3000 yuan (about $ 400) per person if it returns before March 7th to increase plant utilization.

Estimated OLED shipments by 2020 will be 662 million units

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According to UBI Research’s “2020 OLED Annual Report”, OLED sales in 2020 are expected to be $ 38.5 billion, an increase of 17.5% from the sales of $ 32.8 billion in 2019.

In terms of shipments in 2020, smartphone OLEDs are expected to reach 527 million units, TV OLED units at 4.9 million units, and watch OLED units at 118 million units. The estimated 2020 shipments of OLED for foldable phones are 6 million units.

The bad news for the OLED market for smartphones in 2020 is a decline in demand due to the ongoing Corona virus COVID-19. But in 2H, demand for flexible OLED will increase as Apple adopts more OLEDs. In particular, OCTA will be applied to the flexible OLED for iPhone, which will be produced in 2H, and the price of flexible OLED is expected to fall by 15-20%. The high price of US $ 1,000 or more could lead to a surge in replacement demand for iPhones, which could not be replaced, leading to increased flexible OLED shipments.

The product to be noted in the OLED TV market is the newly launched 48-inch product. 48-inch OLED TV, introduced as a gaming TV at CES2020, is expected to be in high demand in Japan. Sony’s OLED TV sales are expected to increase.

Chinese panel makers are very active in producing OLEDs for watches. The watch uses a small display of 1 to 1.5 inches, but the rigid OLED price is very expensive, at about $ 10 to 15 dollars. Chinese panel makers account for 43.3% of the 70 million OLED panel shipments in 2019. However, Korean companies that supply expensive flexible OLEDs to Samsung Electronics and Apple account for 65.3% of sales.

Foldable Phone Cover Window Material Competition To Heat up.

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Ahead of Samsung Electronics’ unpacking event, interest in the foldable phone cover window material is hot. There was a concerned surprise that the Galaxy Fold, which was scheduled to be released in the first half of last year, was delayed for several months due to the tearing issue of the protective film. This year’s concern is whether Ultrathin Glass (UTG), which has emerged as a substitute for Colorless Polyimide (CPI), can be mass-produced without major issues.

Samsung Electronics will release the Galaxy Z flip known as “Clamshell” in the first half of this year and the Galaxy Fold 2 known as “Winner 2” in the second half of this year. The Clamshell is known to adopt UTG. This material is advantageous in terms of the hardness required for the use of the S Pen, the luxurious visibility and the soft touch unique to the glass. Moreover, the major reason for adopting UTG is known to remove wrinkle at the center of the screen, which has been pointed out as a disadvantage of CPI.

Prior to adopting UTG, Samsung Display invested $ 40.8M in Dowooinsys, UTG maker, and became the largest shareholder with 27.7% stake. The intention is to secure the stable supply of UTG and reduce its dependence on Japan for major materials.

<Ultrathin Glass (UTG) (Source : Dowooinsys homepage)>

However, there are also concerns about the adoption of UTG. Schott, AGC and Corning are also developing the product and they can produce substrates with a thickness of about 100 mm by the floating method or the slit nozzle method. To make it even thinner, Dowooinsys uses hot drawing or HF etching. The thickness of UTG to secure durability is believed to be 100 mm or more and with this thickness, the radius of curvature is about 2 ~ 3mm (~1mm for CPI), which reduces design freedom of the foldable phones. To improve durability, the UTG surface is coated with a polymer resin, which also prevents glass fragments from scattering when broken. The current problems of UTG are that mass production and yield are not yet secured due to the difficulty of the process, and that there exist traumatic worries on unexpected durability issues when released to the market.

Meanwhile, CPI material companies, which have been threatened by the news that UTG will be adopted for Clamshell, are also preparing to fight back. In order to remove the changeable window film (protective film) of PET material applied to Galaxy Fold, they are increasing the hardness of the hard coating on the CPI and developing a functional coating to give a glassy gloss. In particular, Dongwoo Fine-Chem, which did hard-coating on the CPI for Galaxy Fold, is known to simplify the process by developing hard coating materials including antifouling function. With all efforts added up , the CPI cover window structure is changed from the first generation foldable phone (PET + COA + CPI + COA) to the second generation foldable phone (CPI + COA), enabling the thickness to be reduced from about 200 mm to half, and the material cost and the process to be reduced.

<2019 Released Samsung Galaxy Fold Structure (Source: UBI Research Report)>

<Structure Prediction of the Samsung Galaxy Fold Follow-up Models: When Using UTG (Left) and CPI (Right) (Source: UBI Research)>

In addition to Sumitomo Chemical, which supplied to Galaxy Fold, Kolon Industries and SKC are also preparing for mass production of CPI. While UTG adoption seems to benefit to Clamshell with small screens, CPI is advantageous for larger screen sizes. UTG must make up for durability at the thickness retaining design freedom, and secure mass production system and price competitiveness through process improvement. CPI should strive to improve the hardness and appearance close to glass, and also increase price competitiveness. The material selection criteria will vary with the foldable phone models and customer response. Therefore the customer response for the Clamshell will be an important step in the future direction of the foldable phone cover window material. The market for the material is expected to grow rapidly, reaching $ 429.6M by 2023. The competition between UTG and CPI to take the market first has now begun.

<Market Forecast for Cover Window Materials (Source: UBI Research Report)>

JDI at Japan signed a $1 billion investment contract and focused on automobile LCDs and finger sensors rather than OLEDs.

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Japan Display (JDI) announced on the Jan. 31st that they have signed a final contract to receive investment of up to 108 billion yen (980 million dollar) from Ichigo Asset Management. Therefore, the company is expected to release its debts and invest in new fields such as fingerprint sensors. However, it has yet to be determined whether JDI will invest in OLED for Smartphones.

 

It will take over preferred shares at 50.4 billion yen and secure 44 percent of voting rights to become the largest shareholder. The remaining 50.4 billion yen will take over preferred shares that do not have voting rights, but after one year, it will be possible to convert ordinary shares, which will result in more than a majority of Ichigo’s voting rights. Scott Caron, the CEO of Ichigo, will be Chairman of JDI after approval. JDI plans to hold an extraordinary shareholders’ meeting on March 25 to get the official approval and receive the funds on March 26 the same day.

 

JDI is supplying liquid crystal panels for the iPhone to Apple, but JDI needs a new revenue source as Apple is set to hire more OLED panels in the mid- and long-term. JDI plans to use funds from Ichiro to invest in facilities such as LCDs for automobile and fingerprint sensors. In an interview in September 19, JDI’s CEO Kikuoka said, “We will decide whether or not to mass-produce OLED panels for smartphones in 2020,” but this investment is not expected to be easy.

<JDI president Kikuoka (left) and Ichigo CEO Scott Caron (Nikkei.com)>

Motorola unveils clamshell-type foldable OLED smartphone

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Reporter : Daejeong Yoon

Motorola unveiled “ Moto RAZR 2019 ”, a clamshell type foldable OLED smartphone at a presentation to be held in Los Angeles, USA on November 13th. The Motorola RAZR is characterized by the folding in the horizontal direction rather than the vertical folding like a book, and is like the new foldable phone type that Samsung Electronics unveiled at SDC 2019 last October.

<Moto RAZR 2019, Source: gsmarena.com>

Moto RAZR 2019 will be equipped with a 6.2-inch OLED and the vendor will be BOE. OLEDs are notched, with an aspect ratio of 22: 9 and a resolution of 2142 x 876. In addition, the external LCD is equipped with a 2.7-inch, 600 x 800 resolution secondary LCD to provide simple information such as reminders and time.

Moto RAZR 2019 will be equipped with three cameras, with 4GB / 6GB RAM, 128GB of storage, 2730mAh and an operating system of Android.

Moto RAZR 2019 is expected to cost USD 1,500 and is expected to be officially released in December.