How far has QNED completed?

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The reality of QNED (quantum dot nano-rod LED), which Samsung Display is preparing as a next-generation display, has become clear.

As a result of analyzing 160 patents applied by Samsung Display, it was confirmed that the structure constituting the QNED has already been completed, and that the only remaining task is to keep the number of nano-rod LEDs arranged in the light-emitting pixel constant.

As a result of classifying the contents of each patent according to the purpose of the application, a total of 39 types were found, with 49 cases related to device arrangement being the most. The following is 20 cases to improve the light efficiency.


The number of aligned nano-rod LEDs per pixel, which determines the yield and image quality characteristics of QNED, is determined by the distribution of LEDs in the ink, the number of LEDs injected into the pixel, and the alignment ratio of the injected LEDs.

If the distribution of the number of nano-rod LEDs per pixel is different, there is a change in the voltage applied to each pixel, resulting in a defect.

It has been confirmed that Samsung Display has already developed a method for making the number of nano-rod LEDs per pixel constant and an algorithm that can make the luminance uniform even when the number of nano-rod LEDs is different.

In the “QNED Technology Completeness Analysis” published this time, it was written as the contents of the previous report published through analysis of 94 patents and 66 newly added patents. It was analyzed and recorded.

In this report, QNED patent numbers, classification tables, and quantitative analysis data that have not been disclosed before are provided in Excel.

UBI Research predicts $2.25 billion in the OLED emitting material market in 2025

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UBI Research (www.ubiresearch.com), a company specializing in OLED market research, cites the recently published ‘OLED emitting material market track for the second quarter of 2021’. It is predicted that the market for light emitting materials for OLED will grow at an average annual rate of 9% to reach $2.25 billion in 2025.


The purchase amount of light emitting materials by Korean panel makers is expected to reach $1.61 billion in 2025 at an average annual growth rate of 5.8%, accounting for 71.6% of the total market. In addition, over the next five years, it is expected that Korean panel makers’ total purchases of light emitting materials will account for 72.4% of the total. In contrast, the amount of material purchases by Chinese panel makers is expected to reach $640 million in 2025 at an average annual growth rate of 8.7%.

By panel maker, Samsung Display is expected to purchase the most emitting materials with a share of 43.5% over the next five years, while LG Display is expected to purchase 28.9% and BOE 17.5%.

Finally, looking at each deposition method, it is expected that the light emitting material for RGB OLED will account for 78% of the total market, and the light emitting material for WRGB OLED will account for 20.4%. Samsung Display’s QD-OLED emitting materials, which are expected to be released in the second half of this year, are expected to account for less than 2% of the total material market as panel shipments are not expected to be large.

 

Small OLED performance and forecast in the first quarter of 2021

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UBI Research has published a market track on the market performance of small OLED under 10 inches. The main application products are foldable phones, smartphones, and watches.

According to UBI Research’s small OLED market track, OLED shipments for smartphones (including foldable phones) in the first quarter were 140 million units, a decrease of 13.5% compared to the previous quarter (QoQ), but increase of 32.4% compared to the same quarter of the previous year (YoY).


In the first quarter of 2020, OLED shipments also decreased due to a decrease in smartphone sales due to the coronavirus outbreak.

The reason for the 13.5% decrease compared to the fourth quarter of 2020 is that shipments surged in the fourth quarter of last year due to iPhone launches and strong sales.

In terms of sales by company, Samsung Display and LG Display account for 79.0% and 11.3%, respectively, and Korean OLED dominate the market with 90.3%.

Medium and large-sized OLED performance and forecast in the first quarter of 2021

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UBI Research has published a market track on the market performance of 10-inch and larger OLEDs. Applications include TVs, monitors, notebooks, and tablet PCs.

According to UBI Research’s medium and large OLED market track, the total sales in the first quarter was $1.46 billion, an increase of 16.9% compared to the previous quarter (QoQ) and 156.3% compared to the same quarter of the previous year (YoY).


The reason for the sales increase in the first quarter is due to the increase in sales of large OLED panels for TVs and OLEDs for notebooks. TV OLED panels sold 1.6 million units in the first quarter, achieving the best performance ever. Notebooks OLED shipments are also increasing rapidly from this year. Notebook.s have a lot of icons and are the most concerned about image sticking, which is considered the biggest drawback of OLED. However, Samsung Display has been promoting since 2020 by developing OLED for notebooks that completely overcomes the shortcomings of OLED as a manufacturing technology accumulated from smartphones. Although OLED sales for notebooks in 2020 were only 800,000 units, shipments of 1.1 million units were achieved in the first quarter of 2021. Samsung Display is gradually expanding its business area to IT products following smartphones.

 

Publication of China OLED industry trend analysis report

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Despite the ongoing Corona-19 situation and the US government’s sanctions on Huawei, the adoption of OLED by Chinese smartphone makers is gradually increasing.

The Chinese market, which had been concentrated in the low-end smartphone market, has been expanding into the mid-to-high-end market as Huawei increased its global market share. In particular in the Chinese market, with only the iPhone remaining in the premium smartphone market, Huawei, Oppo, Vivo, and Xiaomi have rapidly increased their market share in the mid- to high-end market with OLED smartphones.

Based on this growth, following Royole and Huawei, Xiaomi also launched a foldable phone in 2021. Chinese display makers have risen to the top spot in LCD production, and their OLED production technology has reached a significant level, and they are also directly producing foldable OLED, which requires the highest level of difficulty in OLED production technology. Foldable OLEDs from BOE and CSOT are used in Huawei and Xiaomi’s foldable phones.

In the “Chinese OLED Trend Report for 2021” published by UBI Research, the OLED-equipped smartphone, TV, and watch industries produced in China were analyzed, and technology development/investment trends and market performance of OLED panel makers were analyzed. In addition, the size of the light emitting material and component material market used by Chinese OLED panel makers was analyzed and summarized.

57 types of OLED smartphones released in the first quarter of 2021 were counted. This number is more than double the number of 27 species in the same quarter last year. This is because Chinese smartphone makers such as Oppo, Vivo, and Xiaomi have mass-released new OLED smartphones to occupy Huawei’s smartphone market.

The OLED market by Chinese panel makers is also growing explosively due to the active use of OLED by Chinese smartphone makers. In the first quarter of 2021, OLED sales for smartphones were counted at 990 million dollars, which increased by 38.3% compared to the same quarter of 2020 (YoY). The reason for the rapid growth of OLED sales is the increase in selling prices as OLEDs produced by Chinese panel makers move from low resolution to high resolution.

The amount of light emitting materials used by Chinese panel makers has not seen a significant increase yet. In the meantime, production was low due to low yield due to low production technology, but now production is increasing even with the same amount of material used. In 2020, 13.8 tons of luminescent material was used.