78.6 tons of OLED emitting material demand increased by 5.6% in 2020
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.
2020 OLED market change by coronavirus
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.
Samsung Display QD-OLED investment timing forecast
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.
JDI decided to sell LCD production equipment to a foreign client for 200 million dollars.
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.
Foldable OLED UTG market expected to grow rapidly
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.
Samsung Display, LG Display, and OLED sales depend on the operation of the Vietnamese module factory
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.
The OLED emitting material market will grow to $ 1.9 billion by 2020
UBI Research(www.ubiresearch.com), a company specializing in…
2020 OLED Manufacturing Equipment Market Forecast
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 $ 0.03 billion compared to $ 9.48 billion in 2019.
The impact of the corona virus on the OLED market in 2020
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.
Galaxy S20 series, Korea's first day of opening about 70,000 units
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.
IPhone shipments may drop sharply in 1Q
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.
Estimated OLED shipments by 2020 will be 662 million units
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.
Foldable Phone Cover Window Material Competition To Heat up.
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.
JDI at Japan signed a $1 billion investment contract and focused on automobile LCDs and finger sensors rather than OLEDs.
Japan Display (JDI) announced on the Jan. 31st that they have…
Rigid OLEDs dominate shipments of the OLED market for smartphones
According to UBI Research's 4th quarter OLED display market track, rigid OLED is still the main product in the OLED market for smartphones, with 79.2% of the total OLED market in 2019. As a result of counting and analyzing shipments up to the third quarter of 2019, rigid OLED accounted for 237 million units of the total shipment of 338 million units.
OLED flagship size for smartphones ranges from 5.5 inches to 6.5 inches
According to UBI Research's 3rd quarter OLED display market track, the size of OLED for smartphones is gradually shifting from 5.5~5.99 inches to 6~6.49 inches.
Flexible OLED market forecast to grow to $ 18.3 billion this year
As foldable smartphones begin to be sold by Samsung Electronics, the flexible OLED industry (including foldable OLED) is expected to continue to grow.
Yi Choonghoon, CEO of UBI Research, predicts that the flexible OLED panel market will grow to $ 18.92 billion this year and expand to $ 32.65 billion by 2023.
OLED TV camp threw a pitch in the 65-inch TV market for Black Friday.
On Black Friday, the day of the biggest sale season in the US, LG Electronics and Sony have lowered the price of 65-inch OLED TVs from the previous month, further increasing price competition in the premium TV market. On the other hand, 55-inch and 77-inch OLED TV prices are the same except for Sony's XBR77A9G.
Samsung Display starts to expand OLED notebook market in Taiwan
Samsung Display attended the Taipei Grand Maple Hotel on November 7, attended by 350 global customers including HP, Dell, Lenovo, Asus and other major ODMs such as Compal, Quanta and Wistron. 'Samsung OLED Forum 2019 Taipei' was held.
LG Display Announces Q3 2019 Results, Revenue 5,817.2 Billion won, Operating Loss 436.7 Billion won
LG Display announced on the 23rd that it recorded sales of 5,827.1 billion won and operating loss of 436.7 billion won in the third quarter of 2019 according to K-IFRS.
Second quarter OLED emitting materials market grew 41.1% compared to the same quarter last year
According to the OLED emitting material market track published by UBI Research (www.ubiresearch.com), the second quarter earnings was $ 329 million, an increase of 16.6% compared with the previous quarter's $ 228 million, and 41.1% higher than the second quarter's $ 233 million.