Deuterium substitution blue, will be next generation blue materials?
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.
Samsung’s QNED, will make a sensation in the TV and display markets?
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.
QNED structure and manufacturing technology analysis report published
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.
What is the difference between the touch types of each model of iPhone 12?
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.
Who is the supplier of OLED panels for iPhone 12?
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.
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.
Merck acquires OLED patents for display applications from Konica Minolta
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.”
Apple’s last LCD phone, iPhone SE
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.
Huawei’s OLED TV launch, LG Electronics, and Sony’s 48-inch OLED TV launch will further increase the influence of OLED TV
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.
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.
3F starts construction of 1,100 tons of PI production plant annually
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.
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.