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Idemitsu Kosan, Establishment of a Subsidiary related to OLED Materials in the city of Chengdu, China

Idemitsu Kosan reported on a recent press release that it reached a basic agreement with the government of the Chengdu Hi-tech Industrial Development Zone in the city of Chengdu, Sichuan Province, China, on the establishment of a local subsidiary.

 

Based on the growth of display industry in China, Idemitsu Kosan recently announced that it is investing in OLED manufacturing, and it will strengthen its supply structure and technological support in preparation for further growth in the demand for OLED materials in China.

The name of the wholly owned subsidiary of Idemitsu Kosan is Idemitsu Electronic Materials (China) Co., Ltd. with the capital of about JPY 1.3 billion.

 

Idemitsu Kosan said it plans to complete the construction of the new companyโ€™s facility in 2019 and start material production.

Idemitsu Kosan๊ณผ Toray, ์ƒˆ๋กœ์šด OLED ์žฌ๋ฃŒ ๊ณต๋™ ๊ฐœ๋ฐœ์„ ์œ„ํ•œ ๊ธฐ์ˆ  ํ˜‘๋ ฅ ํ˜‘์•ฝ ์ฒด๊ฒฐ

2017๋…„ 9์›” 26์ผ, OLED ๋ฐœ๊ด‘ ์žฌ๋ฃŒ ์ „๋ฌธ ์—…์ฒด์ธ Idemitsu Kosan๊ณผ Toray๊ฐ€ OLED ์žฌ๋ฃŒ๋ฅผ ๊ณต๋™ ๊ฐœ๋ฐœํ•˜๊ธฐ ์œ„ํ•œ ์ƒˆ๋กœ์šด ๊ธฐ์ˆ  ํ˜‘๋ ฅ ํ˜‘์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค.

Toray์™€ Idemitsu Kosan์€ ์–‘์‚ฌ์˜ OLED ์žฌ๋ฃŒ์™€ ์ „๋ฌธ ๊ธฐ์ˆ  ๋“ฑ์„ ์ƒํ˜ธ ํ™œ์šฉํ•˜์—ฌ ์ƒˆ๋กœ์šด ์žฌ๋ฃŒ์˜ ๊ฐœ๋ฐœ๊ณผ ํ‰๊ฐ€์— ํ˜‘์กฐ ํ•  ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. ๋‘ ํšŒ์‚ฌ๋Š” ๊ณต๋™์œผ๋กœ ํ‰๊ฐ€ ์‹œ์„ค๊ณผ ์ƒ์‚ฐ ์‹œ์„ค์„ ์‚ฌ์šฉํ•  ์˜ˆ์ •์œผ๋กœ์จ, ์ด๋ฒˆ ๊ธฐ์ˆ  ํ˜‘๋ ฅ ํ˜‘์•ฝ์ด OLED ์†Œ์žฌ ๊ฐœ๋ฐœ์„ ๊ฐ€์†ํ™”ํ•˜๊ณ  ์ €๋น„์šฉ ์ƒ์‚ฐ์„ ๊ฐ€๋Šฅํ•˜๊ฒŒ ํ•˜๊ธฐ๋ฅผ ํฌ๋งํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.

Idemitsu Kosan์€ OLED emitter ์žฌ๋ฃŒ์™€ ํ™€ ์ˆ˜์†ก ์žฌ๋ฃŒ๋ฅผ ์ฃผ๋ ฅ์œผ๋กœ ๊ฐœ๋ฐœํ•˜๊ณ  ์žˆ์œผ๋ฉฐ Toray๋Š” ๋…์ ์ ์ธ ๋ถ„์ž ๋””์ž์ธ ๊ธฐ์ˆ ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ์ „์ž ์ˆ˜์†ก ์žฌ๋ฃŒ๋ฅผ ์ค‘์ ์ ์œผ๋กœ ๊ฐœ๋ฐœํ•˜๊ณ  ์žˆ๋‹ค.

ํ•œํŽธ UBi Research์— ๋”ฐ๋ฅด๋ฉด, OLED ๋ชจ๋ฐ”์ผ ๊ธฐ๊ธฐ์™€ TV์—์„œ ํ•œ๊ตญ๊ณผ ์ค‘๊ตญ์˜ ์ ๊ทน์ ์ธ ํˆฌ์ž์— ๋”ฐ๋ผ 2017๋…„ ๋ฐœ๊ด‘์žฌ๋ฃŒ ์‹œ์žฅ์€ 9.6์–ต๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ๋ฅผ ํ˜•์„ฑํ•˜๊ณ  2021๋…„ ๋ฐœ๊ด‘์žฌ๋ฃŒ ์‹œ์žฅ์€ 33.6์–ต๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ๋กœ ํ™•๋Œ€ ๋  ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ๋‹ค.

Idemitsu Kosan๊ณผ Toray ์–‘์‚ฌ์˜ ์ด๋ฒˆ ๊ธฐ์ˆ  ํ˜‘๋ ฅ ํ˜‘์•ฝ์ด OLED ๋””์Šคํ”Œ๋ ˆ์ด ์‚ฐ์—…์˜ ๋ฐœ์ „๊ณผ ๋”์šฑ ํ–ฅ์ƒ ๋œ OLED ์žฌ๋ฃŒ์˜ ์ƒ์—…ํ™”์— ๊ธฐ์—ฌํ•  ์ˆ˜ ์žˆ์„์ง€ ๊ท€์ถ”๊ฐ€ ์ฃผ๋ชฉ๋˜๊ณ  ์žˆ๋‹ค.

Idemitsu Kosan and Toray, Signed on technical cooperation agreement for joint development of new OLED materials

 

On September 26, 2017, Idemitsu Kosan and Toray, specializing in OLED light emitting materials, signed on a new technology cooperation agreement to jointly develop OLED materials.

Toray and Idemitsu Kosan are expected to collaborate on the development and evaluation of new materials through the mutual use of OLED materials and expertise from both companies. The two companies will jointly use evaluation facilities and production facilities, and said they hope this technical cooperation agreement will accelerate the development of OLED materials and enable low-cost production.

Idemitsu Kosan is developing OLED emitter materials and hole transport materials and Toray is focusing on electron transport materials based on proprietary molecular design technology.

According to UBi Research, upon the active investment of Korea and China in OLED mobile devices and TVs, the light emitting material market is expected to reach $ 960 million in 2017 and $ 33.6 billion in 2021.

It is expected whether this technical cooperation agreement between Idemitsu Kosan and Toray could contribute to the development of the OLED display industry and the commercialization of more advanced OLED materials.

๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค, OLED์šฉ ์ฒญ์ƒ‰ ๋„ํŒํŠธ ๊ฐœ๋ฐœ ์„ฑ๊ณตโ€ฆOLED ํšจ์œจโ‹…์ˆ˜๋ช…โ†‘

๊ตญ๋‚ด ํ•œ ๋ฒค์ฒ˜๊ธฐ์—…์ด ์ผ๋ณธ ์—…์ฒด๊ฐ€ ํŠนํ—ˆ๋ฅผ ๋…์ ํ•˜๊ณ  ์žˆ๋Š” ์œ ๊ธฐ๋ฐœ๊ด‘๋‹ค์ด์˜ค๋“œ(OLED)์šฉ ์ฒญ์ƒ‰๋„ํŒํŠธ(dopant)๋ฅผ ๊ฐœ๋ฐœํ•˜๋Š” ๋ฐ ์„ฑ๊ณตํ–ˆ๋‹ค. ๋„ํŒํŠธ๋Š” OLED ๋‚ด์—์„œ ์‹ค์ œ๋กœ ์ƒ‰์„ ๋‚ด๋Š” ํ˜ธ์ŠคํŠธ(host)์— ์„ž์–ด ํšจ์œจโ‹…์ˆ˜๋ช…์„ ๊ฐœ์„ ํ•ด์ฃผ๋Š” ์†Œ์žฌ๋‹ค.

๊ทธ๋™์•ˆ OLED์šฉ ํ˜ธ์ŠคํŠธ๋ฅผ ๊ฐœ๋ฐœํ•œ ๊ตญ๋‚ด ์žฌ๋ฃŒ ์—…์ฒด๋Š” ๋งŽ์•˜์ง€๋งŒ, ๋„ํŒํŠธ๋ฅผ ๋Œ€๊ธฐ์—…์˜ ์ง€์›์„ ๋ฐ›์ง€ ์•Š์€ ๋ฒค์ฒ˜ํšŒ์‚ฌ๊ฐ€ ๋…์ž์ ์œผ๋กœ ์ƒ์šฉํ™” ์ˆ˜์ค€๊นŒ์ง€ ๊ฐœ๋ฐœํ•œ ์‚ฌ๋ก€๋Š” ์ฒ˜์Œ์ด๋ผ๋Š” ์ ์—์„œ ๊ฐœ๊ฐ€๋กœ ํ‰๊ฐ€๋œ๋‹ค.

OLED์šฉ ์œ ๊ธฐ์žฌ๋ฃŒ ๊ฐœ๋ฐœ์—…์ฒด ๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค(๋Œ€ํ‘œ ์ด์ˆœ์ฐฝ)๋Š” ์ผ๋ณธ I์‚ฌ ์ฒญ์ƒ‰ ๋„ํŒํŠธ ํŠนํ—ˆ๋ฅผ ๋Œ€์ฒดํ•  ์ˆ˜ ์žˆ๋Š” ๊ธฐ์ˆ ์„ ๊ฐœ๋ฐœํ–ˆ๋‹ค๊ณ  7์ผ ๋ฐํ˜”๋‹ค. ์ง€๋‚œ 2014๋…„ ์„ค๋ฆฝ๋œ ๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค๋Š” ๊ตญ๋‚ด์™ธ OLED ํŒจ๋„ ์—…์ฒด์— ์ •๊ณต์ˆ˜์†ก์ธต(HTL)ยท์ „์ž์ˆ˜์†ก์ธต(ETL) ๋“ฑ์„ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ๋‹ค. ์ด 50์—ฌ๋ช… ์ž„์ง์› ์ค‘ ์ ˆ๋ฐ˜์ด ์—ฐ๊ตฌ๊ฐœ๋ฐœ ์ธ๋ ฅ์ด๋‹ค. ์ง€๋‚œํ•ด ๋งค์ถœ์€ 66์–ต์›,ย ์˜ฌํ•ด๋Š” 100์–ต์›์„ ๋ŒํŒŒํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.

์ด๋ฒˆ์— ๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค๊ฐ€ ์ฒญ์ƒ‰ ๋„ํŒํŠธ๋ฅผ ๊ฐœ๋ฐœํ•จ์— ๋”ฐ๋ผ OLED ํŒจ๋„ ์—…์ฒด๋“ค์€ I์‚ฌ ์™ธ์— ์ฒญ์ƒ‰ ํ˜ธ์ŠคํŠธ ๋ฐ ๋„ํŒํŠธ๋ฅผ ๊ณต๊ธ‰ํ•ด ์ค„ ์ˆ˜ ์žˆ๋Š” ๋Œ€์•ˆ์„ ๊ฐ–๊ฒŒ ๋๋‹ค.

์ผ๋ณธ I์‚ฌ๋Š” ์ง€๋‚œ 1995๋…„๋ถ€ํ„ฐ ์ฒญ์ƒ‰ ๋„ํŒํŠธ๋ฅผ ๊ฐœ๋ฐœํ•ด์™”๋‹ค. ํ˜„์žฌ ์ด 30๊ฑด ์ด์ƒ(์ผ๋ณธ ์ถœ์› ๊ธฐ์ค€)์˜ ์ฒญ์ƒ‰ ๊ด€๋ จ ํŠนํ—ˆ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ด ์ค‘ 8๊ฐœ์˜ ์ฃผ์š” ํŠนํ—ˆ๋Š” ์˜ค๋Š” 2034๋…„๊นŒ์ง€ ์œ ํšจํ•˜๋‹ค.

ํŠนํžˆ ์•ˆํŠธ๋ผ์„ผ(๋ฒค์   ๊ณ ๋ฆฌ ์„ธ ๊ฐœ๊ฐ€ ์ฐจ๋ก€๋กœ ์ ‘ํ•ฉ๋œ ํ™”ํ•ฉ๋ฌผ) ๊ตฌ์กฐ๋กœ ๋œ ์ฒญ์ƒ‰ ํ˜ธ์ŠคํŠธ์™€ ํŒŒ์ด๋ Œ์„ ํฌํ•จํ•˜๋Š” ์ฒญ์ƒ‰ ๋„ํŒํŠธ๊ฐ€ ์กฐํ•ฉํ•˜๋Š” ๋ฐฉ์‹์— ๋Œ€ํ•œ ํŠนํ—ˆ๋ฅผ ๋…์ ํ•˜๊ณ  ์žˆ๋‹ค. ์ด ๋•Œ๋ฌธ์— I์‚ฌ ์ฒญ์ƒ‰ ๋„ํŒํŠธ๋ฅผ ๊ตฌ๋งคํ•˜๋Š” ํŒจ๋„ ์—…์ฒด๋Š” ๋ฐ˜๋“œ์‹œ ํ˜ธ์ŠคํŠธ๊นŒ์ง€ I์‚ฌ ์žฌ๋ฃŒ๋ฅผ ๊ตฌ๋งคํ•ด์•ผ๋งŒ ํ•œ๋‹ค. I์‚ฌ ์ฒญ์ƒ‰ ๋„ํŒํŠธ์— ๋‹ค๋ฅธ ์—…์ฒด ํ˜ธ์ŠคํŠธ๋ฅผ ์„ž์–ด ์“ธ ๊ฒฝ์šฐ ํ˜ธ์ŠคํŠธ ๋ฌผ์งˆ์ด ์•ˆํŠธ๋ผ์„ผ ๊ณจ๊ฒฉ์ด๋ฉด ํŠนํ—ˆ ์นจํ•ด๊ฐ€ ๋ถˆ๊ฐ€ํ”ผํ•˜๋‹ค.

์‚ผ์„ฑโ‹…LG๋””์Šคํ”Œ๋ ˆ์ด ๋ชจ๋‘ I์‚ฌ ์ฒญ์ƒ‰ ๋„ํŒํŠธ ๋ฐ ํ˜ธ์ŠคํŠธ๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ์™”๋‹ค.

๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค๊ฐ€ ๊ฐœ๋ฐœํ•œ ์ฒญ์ƒ‰ ๋„ํŒํŠธ๋Š” I์‚ฌ ์กฐํ•ฉํŠนํ—ˆ๋ฅผ ์™„์ „ํžˆ ๋ฒ—์–ด๋‚˜๋„๋ก ๋ถ„์ž๋ฅผ ์„ค๊ณ„ํ•˜์˜€๋‹ค. ๊ธฐ์กด์—๋Š” OLED์˜ ํšจ์œจโ‹…์ˆ˜๋ช…์„ ๊ฐœ์„ ํ•˜๋ฉฐ ์ง„์ฒญ์ƒ‰์„ ์–ป๊ธฐ ์œ„ํ•˜์—ฌ ๊ฐ•๋ ฅํ•œ ์ „์ž ๋ฐ›๊ฐœ(electron acceptor)๋ฅผ ๋ถ„์ž์— ์ ์šฉํ•˜๋Š” ๋ฐฉ์‹์„ ์‚ฌ์šฉํ•˜์—ฌ ์™”๋‹ค.

๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค๋Š” ๋ฐ˜๋Œ€๋กœ ์ „์ž ์ฃผ๊ฐœ(electron donor)๋ฅผ ๋ถ„์ž์— ๋„์ž…ํ•˜์—ฌ ํšจ์œจ๊ณผ ์ˆ˜๋ช…์„ ๊ฐœ์„ ํ•˜๋ฉด์„œ ์ง„์ฒญ์ƒ‰ ๊ตฌํ˜„์„ ์‹คํ˜„ํ•˜์˜€๋‹ค. ์ด ๋„ํŒํŠธ๋Š” ์ฃผ์œ„์˜ ๊ทน์„ฑ์— ๋”ฐ๋ฅธ ๋ฐœ๊ด‘ ํŒŒ์žฅ์ด ๋ณ€ํ™”๋˜๋Š” ์šฉ๋งค์˜์กด๋ฐœ์ƒ‰ํ˜„์ƒ(solvatochromism)์„ ํฌ๊ฒŒ ๊ฐ์†Œ ์‹œํ‚ด์œผ๋กœ ํ˜ธ์ŠคํŠธ์˜ ๊ทน์„ฑ์— ๋”ฐ๋ผ ๋ฐœ๊ด‘ ํŒŒ์žฅ์ด ๋ณ€ํ™”ํ•˜๋Š” ํ˜„์ƒ๋„ ํฌ๊ฒŒ ์ค„์—ˆ๋‹ค.

์ •์žฌํ˜ธ ๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค ์—ฐ๊ตฌ์›์€ โ€œ์ƒˆ๋กœ์šด ๊ตฌ์กฐ ๋ฐ ํ•ฉ์„ฑ ๋ฐฉ๋ฒ•์„ ๊ฐœ๋ฐœํ•ด ๊ธฐ์กด ๋„ํŒํŠธ์™€ ์ฐจ๋ณ„ํ™”๋œ ์ œํ’ˆ์„ ์ƒ์‚ฐํ–ˆ๋‹คโ€๋ฉฐ โ€œํŒจ๋„ ์—…์ฒด๋“ค์ด ๋‹ค์–‘ํ•œ ์ข…๋ฅ˜์˜ ์ฒญ์ƒ‰ ํ˜ธ์ŠคํŠธ๋ฅผ ํ™œ์šฉํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒโ€์ด๋ผ๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค. ๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์‚ฌ์ด์–ธ์Šค๋Š” ์ตœ๊ทผ OLED ํŒจ๋„ ์—…์ฒด๋“ค์ด ์ฒญ์ƒ‰ ํ˜•๊ด‘์ฒด ์ˆ˜๋ช…์„ ๋Š˜๋ฆฌ๊ธฐ ์œ„ํ•ด ๋„์ž…์„ ์ถ”์ง„ ์ค‘์ธ ์—ดํ™œ์„ฑํ™”์ง€์—ฐํ˜•๊ด‘(TADF) ๊ธฐ์ˆ ๋„ ๊ฐœ๋ฐœํ•˜๊ณ  ์žˆ๋‹ค.

<๋ฐœ๊ด‘์žฌ๋ฃŒ ์‹œ์žฅ ์ „๋ง, ์œ ๋น„๋ฆฌ์„œ์น˜>

์œ ๋น„๋ฆฌ์„œ์น˜์— ๋”ฐ๋ฅด๋ฉด OLED ์œ ๊ธฐ์žฌ๋ฃŒ ์‹œ์žฅ์€ 2021๋…„๊นŒ์ง€ 33์–ต6000๋งŒ๋‹ฌ๋Ÿฌ(์•ฝ 3์กฐ8000์–ต์›) ๊ทœ๋ชจ๋กœ ์„ฑ์žฅํ•  ์ „๋ง์ด๋‹ค. ์ด ์ค‘ ์ฒญ์ƒ‰ ์žฌ๋ฃŒ์˜ ๋งค์ถœ ๋น„์ค‘์€ 11.5%๋ฅผ ์ฐจ์ง€ํ•œ๋‹ค.

Material Science to develop blue dopant for OLED … OLED Efficiency โ‹… Lifetime Upโ†‘

A Korean venture company has succeeded in developing blue dopant for Organic Light Emitting Diodes (OLED) that a Japanese company has had its exclusive patent for. The dopant is an element that improves efficiency and life time by mixing with host that actually colors within the OLED.

In the meantime, many domestic material companies have developed OLED host, but it is the first case that a venture company has independently developed dopant on a commercial scale without receiving any support of large corporations.

 

Material Science (CEO Lee Soon-chang), an organic material developer for OLED has developed a technology that can replace Japanese I Companyโ€™s patent for blue dopant. Established in 2014, Material Science is supplying HTL( Hole Transporting Layer) and ETL (Electron Transfer Layer) to OLED panel makers.
Half of the 50 employees are R&D personnel. Last year, its sales were 6.6 billion won, and it is expected to exceed 10 billion won this year.

This time, due to the development of blue dopant by Material Science, OLED panel companies have an alternative to supply blue host and dopant besides I Company.

Japanese I Company has been developing blue dopant since 1995. At present, the company has more than 30 patents related to blue dopant (based on Japanese application for a patent), and its major 8 patents are valid until 2034. In particular, it has an exclusive patent for the combination method of blue dopant that includes blue host and pyrene with an anthracene structure (a compound in which three benzene rings are sequentially bonded). For this reason, the panel makers which purchase dopant from I Company must buy its host. If they mix I Companyโ€™s blue dopant with another companyโ€™s host, it is inevitable to infringe the patent in the case a host material has an anthracene skeleton.

Both Samsung Display and LG Display have been using I Companyโ€™s blue dopant and host.

The blue dopant developed by Material Science is designed to make molecules that are completely out of I Companyโ€™s compound patent. Conventionally, the method of applying an electron acceptor to a molecule has been used to improve the efficiency and lifetime of OLED and have a blue color.
On the other hand, Material Science introduces electron donor into molecules to improve the efficiency and lifetime while generating dark blue color. This dopant greatly reduces the solvent-dependent color development (solvatochromism) where emission wavelength changes due to the polarity of the surroundings. Therefore, the change of emission wavelength is also greatly reduced.

Jung Jae-ho, a researcher at Material Science said, “We have developed a new structure and a synthesis method, which makes it possible to produce its differentiated dopant.โ€ โ€œPanel companies are now able to utilize various types of blue hostsโ€. In addition, Material Sciences has been recently developing TADF(Thermally Activated Delayed Fluorescence) that OLED panel makers are struggling to introduce for the longer life of blue-emitting phosphors.

 

<OLED emitting material market forecast, UBi Research>

According to UBi Research, the OLED organic market is expected to reach $ 3.36 billion by 2021 (about 3.8 trillion won). And blue materials account for 11.5% of total sales.

 

Merck-Idemitsu Kosan Made An Agreement on OLED Materials

Merck and Idemitsu Kosan announced on November 7 that they made an agreement to use a part of patent rights of both companiesโ€™ OLED materials.

The two companies are the representative manufacturers of OLED materials with a long history of development and many patents while providing many clients with OLED materials.

This agreement was signed to develop long-durable and high-efficient OLED materials.

With this agreement, Merck and Idemitsu Kosan are able to develop, manufacture and sell OLED materials using some of each otherโ€™s patent rights under the stated terms, while focusing on R&D in high-performance OLED materials.

Besides, both companies announced that they will continue to discuss the scope expansion of their shared patent rights in order to secure more OLED markets.

Meanwhile, according to the OLED Emitting Material Annual Report published by UBI RESEARCH, the OLED material market is expected to grow at 46% each year on average between 2016 and 2021 and record US$ 4,323 million due to the production of newcomers and the expansion of the TV OLED panel market.

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<OLED materials market prospect>(Source: UBI RESEARCH)

Merck-Idemitsu Kosan, OLED materials ๊ด€๋ จ ์—…๋ฌด ํ˜‘์•ฝ ์ฒด๊ฒฐ

Merck์™€ Idemitsu Kosan์€ ์–‘์‚ฌ์˜ OLED materials ๊ด€๋ จ ํŠนํ—ˆ๊ถŒ ์ผ๋ถ€๋ฅผ ๊ณต๋™ ์‚ฌ์šฉํ•˜๋Š” ์—…๋ฌด ํ˜‘์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ์ง€๋‚œ 7์ผ ๋ฐœํ‘œํ–ˆ๋‹ค.

์–‘์‚ฌ๋Š” OLED materials์„ ์–‘์‚ฐํ•˜๋Š” ๋Œ€ํ‘œ ์—…์ฒด๋กœ, ๊ธด ๊ฐœ๋ฐœ ์—ญ์‚ฌ์™€ ๋‹ค์ˆ˜์˜ ํŠนํ—ˆ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ํ˜„์žฌ ๋‹ค์–‘ํ•œ ์—…์ฒด์— OLED materials์„ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ๋‹ค.

์ด๋ฒˆ ํ˜‘์•ฝ์€ ๊ธด ์ˆ˜๋ช…๊ณผ ๋†’์€ ํšจ์œจ์„ ๊ฐ€์ง€๋Š” OLED materials ๊ฐœ๋ฐœํ•˜๊ธฐ ์œ„ํ•ด ๋งˆ๋ จ๋๋‹ค.

์ด๋ฅผ ํ†ตํ•ด ์–‘์‚ฌ๋Š” ๋ช…์‹œ๋œ ์กฐ๊ฑด ํ•˜์— ์ƒ๋Œ€ ๊ธฐ์—…์˜ ํŠนํ—ˆ๊ถŒ ์ผ๋ถ€๋ฅผ ํ™œ์šฉํ•˜์—ฌ OLED materials์„ ๊ฐœ๋ฐœ์—์„œ๋ถ€ํ„ฐ ์ œ์กฐ, ํŒ๋งค๊นŒ์ง€ ํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋จ๊ณผ ๋™์‹œ์— ๊ณ ์„ฑ๋Šฅ OLED materials ์—ฐ๊ตฌ๊ฐœ๋ฐœ์— ์ง‘์ค‘ํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋๋‹ค.

๋˜ํ•œ, ์–‘์‚ฌ๋Š” OLED ์‹œ์žฅ์„ ์ถ”๊ฐ€ ํ™•๋ณดํ•˜๊ธฐ ์œ„ํ•ด ํŠนํ—ˆ๊ถŒ์˜ ๊ณต๋™ ์‚ฌ์šฉ ๋ฒ”์œ„๋ฅผ ํ™•๋Œ€์‹œํ‚ค๋Š” ๋…ผ์˜๋ฅผ ์ง€์†์ ์œผ๋กœ ํ•  ๊ณ„ํš์ž„์„ ๋ฐํ˜”๋‹ค.

ํ•œํŽธ, ์œ ๋น„์‚ฐ์—…๋ฆฌ์„œ์น˜๊ฐ€ ๋ฐœ๊ฐ„ํ•œ 2016 OLED Emitting Material Annual Report์— ๋”ฐ๋ฅด๋ฉด, OLED material์€ ํ›„๋ฐœ์ฃผ์ž๋“ค์˜ ๋ณธ๊ฒฉ์ ์ธ ์–‘์‚ฐ ์‹œ์ž‘๊ณผ TV์šฉ OLED panel์‹œ์žฅ์˜ ํ™•๋Œ€๋กœ ์ธํ•˜์—ฌ 2016๋…„๋ถ€ํ„ฐ 2021๋…„๊นŒ์ง€ ์—ฐํ‰๊ท  46% ์„ฑ์žฅํ•˜์—ฌ ์•ฝ US$ 4,323 million์˜ ๊ทœ๋ชจ๊ฐ€ ๋  ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ๋‹ค.

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<OLED materials ์‹œ์žฅ ์ „๋ง, ์ถœ์ฒ˜: ์œ ๋น„์‚ฐ์—…๋ฆฌ์„œ์น˜>

 

UDCโ€™s 2015 OLED Emitting Materials Revenue $ 113 million, a 11% Decreaseโ€ฆStill Leading Market

Source : UDC

Hyunjoo Kang / Reporter / jjoo@olednet.com

UDC (Universal Display) that is dominating the global OLED emitting materials market, recorded 11% reduced OLED emitting materials revenue in 2015 compared to 2014. Despite the decreased revenue,ย it maintained its top place in the market.

According to 2016 OLED Emitting Material Annual Report, published by UBI Research, UDC recorded approximately $ 113 million in 2015 OLED emitting materials revenue. In 2014, this companyโ€™s OLED emitting materials revenue recorded $ 127 million and led the global market, and maintained its position in 2015.

In particular,ย this companyย is a dominating presence in dopant materials sector. In 2015, UDC occupied 82% of the dopant materials sector, and the rest of the companies share the remaining 18%. Based on the phosphorescent patents,ย it is supplying phosphorescent red and green dopant to Samsung Display and LG Display.

Following UDCโ€™s top place in 2015 global OLED emitting materials market in terms of revenue, Idemitsu Kosan ranked 2nd, and this was followed by Novaled, Dow Chem., and Samsung SDI. In 2013, Dow Chem. was at the top of the market, but since 2014 UDC overtook the leadership. In 2016, LG Displayโ€™s OLED TV mass production line operation rate, materials structure of Galaxy Note series to be mass produced in H2, and other factors are expected to affect the OLED emitting materials market.

UDC is scheduled to announce 2016 Q1 performance on 5 May (local time).

 

์ด๋ฐ๋ฏธ์ธ ์ฝ”์‚ฐ ์žฌ๋ฃŒ, LG OLED TV ์ผ๋ณธ ์‹ ์ œํ’ˆ์— ๊ณต๊ธ‰

Source : Idemitsu Kosan

์ผ๋ณธ์˜ OLED ์žฌ๋ฃŒ ์—…์ฒด์ธ ์ด๋ฐ๋ฏธ์ธ ์ฝ”์‚ฐ(Idemitsu Kosan)์ด ์ž์‚ฌ์˜ OLED ์žฌ๋ฃŒ๊ฐ€ ์ผ๋ณธ LG์ „์ž์˜ ์ตœ์‹  OLED TV์— ์‚ฌ์šฉ๋  ๊ฒƒ์ด๋ผ๊ณ  13์ผ ๋ฐœํ‘œํ–ˆ๋‹ค.

์ด๋ฐ๋ฏธ์ธ ์ฝ”์‚ฐ์€ ์ง€๋‚œ 1980๋…„๋ถ€ํ„ฐ OLED ์žฌ๋ฃŒ๋ฅผ ๊ฐœ๋ฐœํ•ด์™”์œผ๋ฉฐ ํŠนํžˆ ๋ธ”๋ฃจ ๋ฐœ๊ด‘์žฌ๋ฃŒ์˜ ํ’ˆ์งˆ์ด ๋›ฐ์–ด๋‚˜๋‹ค๋Š” ๊ฒŒ ์ด ํšŒ์‚ฌ์˜ ์„ค๋ช…์ด๋‹ค. ์ด๋ฐ๋ฏธ์ธ ์ฝ”์‚ฐ์€ ์ด์™€ ๊ด€๋ จ ๋‹ค์ˆ˜์˜ ํŠนํ—ˆ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ํ•œ๊ตญ๊ณผ ์ผ๋ณธ์— ๊ณต์ •์„ ๊ฐ€์ง€๊ณ  ์žˆ๋‹ค. ์ด ํšŒ์‚ฌ๋Š” ๋‹ค์–‘ํ•œ ์ œ์กฐ์‚ฌ๋“ค์—๊ฒŒ ์žฌ๋ฃŒ๋ฅผ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ๋‹ค.

์ด๋ฐ๋ฏธ์ธ ์ฝ”์‚ฐ๊ณผ LG๊ทธ๋ฃน์€ ์ง€๋‚œ 2009๋…„ ์ „๋žต์  ์ œํœด๋ฅผ ๋งบ์—ˆ์œผ๋ฉฐ ์ง€๋‚œ 2014๋…„ 12์›”์—๋Š” OLED ๊ธฐ์ˆ  ๋ถ„์•ผ ๋ฐ ๋””๋ฐ”์ด์Šค ๊ด€๋ จ ํŠนํ—ˆ ๋ผ์ด์„ ์‹ฑ ๋ถ€๋ฌธ์—์„œ ํ˜‘๋ ฅํ•˜๊ธฐ๋กœ ํ•œ ๋ฐ” ์žˆ๋‹ค.
์ด์— ๋”ฐ๋ผ ์ด๋ฐ๋ฏธ์ธ ์ฝ”์‚ฐ์˜ OLED ์žฌ๋ฃŒ๋Š” LG์ „์ž์˜ ์ผ๋ณธ ์ถœ์‹œ OLED TV ์‹ ์ œํ’ˆ์— ๋“ค์–ด๊ฐˆ ์˜ˆ์ •์ด๋‹ค.
๋‘ ํšŒ์‚ฌ๋Š” ์žฌ๋ฃŒ์™€ ์ œํ’ˆ ๊ฐœ๋ฐœ์„ ์œ„ํ•œ ๊ธฐ์ˆ  ํ˜‘๋ ฅ์„ ์ง€์†ํ•  ์˜ˆ์ •์ด๋ฉฐ ์ด๋ฅผ ํ†ตํ•ด OLED ๋””์Šคํ”Œ๋ ˆ์ด์˜ ๋Œ€์ค‘ํ™”๋ฅผ ์ด๋Œ ๊ณ„ํš์ด๋‹ค.

Adoption of Idemitsu’s Material in LG’s OLED TV

Source : Idemitsu Kosan

Hyunjoo Kang / Reporter / jjoo@olednet.com

Idemitsu Kosan Co.,Ltd.ยดs (Head Office: Chiyoda-ku, Tokyo; Representative Director and CEO: Takashi Tsukioka, hereinafter “Idemitsu”) OLED material will be used for LG Electronics Japan Inc.ยดs (Head Office: Chuo-ku, Tokyo; President: In-gyu Lee) latest OLED TV which will be released in Japan this coming mid-May. An

An OLED TV is a next-generation television that has a display which eliminates the need for backlight, which is different from an LCD TV.

Eliminating the need for backlight makes it possible to not only provide a curved and super-thin display but to also represent jet black without being affected by the illumination of the backlight.

Idemitsu has studied and developed OLED materials since the 1980s and has a particular advantage in the development of high-performance blue light-emitting materials. In addition, Idemitsu also has many related patents and manufacturing plants in both Japan and South Korea, and supplies materials to a variety of manufacturers.

After the agreement to form a strategic alliance regarding the OLED business in 2009, Idemitsu and the LG Group concluded an agreement for mutual cooperation in the field of OLED technology and device-related patent licensing in December 2014.

As leading companies, each company has achieved results in product development through their active efforts in this field.

As a result of concluding the agreement, Idemitsuยดs OLED material will be used for LG Electronicsยด latest television to be released in Japan following the worldยดs first large high-definition OLED TV which was released by LG Electronics in 2013.

Both companies will continue to provide technical cooperation to develop materials and products that will popularize the use of OLED displays.

2015 OLED Emitting Materials Market, Dow Chem and LG Chem in Slumpโ€ฆWhy?

Hyunjoo Kang / Reporter /jjoo@olednet.com

 

ย 

In the midst of UDC`s domination of 2015 global materials market, with Japanese Idemitsu Kosan`s rapid growth and slump of emitting materials companied, there has been changes to the enviroment.

According to [2016 OLED Emitting Materials Annual Report] to be published by UBI Research in mid-April, the 2015 global emitting materials market recorded approximately a 17% growth compared to 2014

 

 

UDCโ€™s revenue decreased from previous year, but remained at the top, the same as 2014. UDC was closely followed by Idemitsu Kosan despite its fourth place in 2014.

Such growth of Idemitsu Kosan is mainly due to its supply expansion in regards to Korean companies such as Samsung Display and LG Display. In 2015, Idemitsu Kosan began actively supplying Samsung Display with blue materials. Together with the increase in Idemitsu Kosanโ€™s client LG Displayโ€™s OLED panel for TV mass production lineโ€™s operation rate, Idemitsu Kosanโ€™s supply increased.

 

2015 Global OLED Emitting Materials Market Ranking
Source: UBI Research, 2016 OLED Emitting Materials Annual Report

โ—† Samsung Display to Determine Up and Down of Companies

On the other hand,ย some OLED emitting materials companies that ranked high until 2014 showed poor performance. Dow Chem., that reached the second place in 2014 after UDC in revenue, fell to the fourth place in 2015 due to a big sales decrease. The third and fifth companies in 2014, LG Chem and Duksan Neolux respectively, fell below fifth place in 2015 due to the same reason.

Dow Chem. and Duksan Neolux are analyzed have recorded sales decrease in comparison to 2014 due to the supply chain changes of Samsung Display. In the case of LG Chem, the sales fell as the Samsung Displayโ€™s supply volume decreased.

However, Samsung SDI recorded sales increase, and entered within the top 5 in 2015. This companyโ€™s performance improved as it supplied Samsung Display with green host.

The company that recorded greatest growth is a Germany company Novaled that Samsung SDI, then Cheil Industries, took over. This company recorded approximately 150% revenue increase compared to previous year, and reached the third place in 2015 following UDC and Idemitsu Kosan. With the increase in OLED panel for TV mass production lineโ€™s operation rate, Novaledโ€™s revenue greatly increased.

UBI Research estimated that in 2016, LG Displayโ€™s OLED TV mass production line operation rate and Galaxy Note seriesโ€™ material structure, to be mass produced in the second half, will greatly affect revenue of OLED emitting materials companies.

2015๋…„ ๋ฐœ๊ด‘์žฌ๋ฃŒ ์‹œ์žฅ, ์ด๋ฐ๋ฏธ์ธ  ์ฝ”์‚ฐ ๋“ฑ ์•ฝ์ง„ยทLG ๋“ฑ ๋ถ€์ง„

2015๋…„ ๊ธ€๋กœ๋ฒŒ OLED Material ์‹œ์žฅ. ์ถœ์ฒ˜=์œ ๋น„์‚ฐ์—…๋ฆฌ์„œ์น˜ โ€˜2016 OLED ๋ฐœ๊ด‘ ์žฌ๋ฃŒ ๋ณด๊ณ ์„œโ€™

ย 

๊ฐ•ํ˜„์ฃผ ๊ธฐ์ž / jjoo@olednet.com

2015๋…„ ์ „์„ธ๊ณ„ ๋ฐœ๊ด‘์žฌ๋ฃŒ ์‹œ์žฅ์€ UDC๊ฐ€ ํŒจ๊ถŒ์„ ์‚ฌ์ˆ˜ํ•œ ๊ฐ€์šด๋ฐ, ์ผ๋ณธ ์—…์ฒด์ธ Idemitsu Kosan์˜ ๋ˆˆ๋ถ€์‹  ์„ฑ์žฅ, ์ผ๋ถ€ ํ•œ๊ตญ ๋ฐœ๊ด‘์žฌ๋ฃŒ ์—…์ฒด๋“ค์˜ ๋ถ€์ง„ ๋“ฑ์œผ๋กœ ์ง€๊ฐ๋ณ€๋™์ด ์žˆ์—ˆ๋‹ค.

์œ ๋น„์‚ฐ์—…๋ฆฌ์„œ์น˜(UBI Research)๊ฐ€ ์ด๋‹ฌย ์ค‘์ˆœ ๋ฐœ๊ฐ„ํ•  ์˜ˆ์ •์ธย โ€˜2016 OLED ๋ฐœ๊ด‘์žฌ๋ฃŒ ๋ณด๊ณ ์„œโ€™์— ๋”ฐ๋ฅด๋ฉด ์ง€๋‚œํ•ด ์ „์„ธ๊ณ„ ๋ฐœ๊ด‘์žฌ๋ฃŒ ์‹œ์žฅ ๋งค์ถœ์•ก์€ ์ „๋…„ ๋Œ€๋น„ ์•ฝ 17%์˜ ์„ฑ์žฅ์„ ๊ธฐ๋กํ–ˆ๋‹ค.

UDC๋Š” ๋‹ค์†Œ ๋งค์ถœ์ด ํ•˜๋ฝํ–ˆ์ง€๋งŒ 2014๋…„์— ์ด์–ด 1์œ„๋ฅผ ์ง€์ผฐ๋‹ค. ๋’ค์ด์–ด ์ง€๋‚œํ•ด 4์œ„์— ๊ทธ์ณค๋˜ Idemitsu Kosan์ด 2015๋…„์—๋Š” ๋งค์ถœ ์„ฑ์žฅ์„ ๋‹ฌ์„ฑํ•ดย 2์œ„์— ๋“ฑ๊ทน, UDC๋ฅผ ๋ฐ”์ง ์ซ“์•˜๋‹ค.

Idemitsu Kosan์˜ ์ด ๊ฐ™์€ ์„ฑ์žฅ์€ ์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด์™€ LG๋””์Šคํ”Œ๋ ˆ์ด ๋“ฑ ํ•œ๊ตญ ๊ธฐ์—…๋“ค์— ๋Œ€ํ•œ ๊ณต๊ธ‰์„ ํ™•๋Œ€ํ•œ ๊ฒƒ์ด ์ฃผ์š”์ธ์ด๋‹ค. Idemitsu Kosan์€ 2015๋…„๋ถ€ํ„ฐ ๋ณธ๊ฒฉ์ ์œผ๋กœ ์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด์— ๋ธ”๋ฃจ ์žฌ๋ฃŒ๋ฅผ ๊ณต๊ธ‰ํ•˜๊ธฐ ์‹œ์ž‘ํ–ˆ๋‹ค. ์ด์™€ ํ•จ๊ป˜ Idemitsu Kosan์˜ ๊ณ ๊ฐ์‚ฌ์ธ LG๋””์Šคํ”Œ๋ ˆ์ด์˜ TV์šฉ OLED ํŒจ๋„ ์–‘์‚ฐ๋ผ์ธ์˜ ๊ฐ€๋™๋ฅ ์ด ์ฆ๊ฐ€ํ•จ์— ๋”ฐ๋ผ Idemitsu Kosan์˜ ๊ณต๊ธ‰์ด ๋Š˜์–ด๋‚ฌ๋‹ค.

2015๋…„ ๊ธ€๋กœ๋ฒŒ OLED Material ์‹œ์žฅ ์—…์ฒด๋ณ„ ์ˆœ์œ„(์ถœ์ฒ˜=์œ ๋น„์‚ฐ์—…๋ฆฌ์„œ์น˜ โ€˜2016 OLED ๋ฐœ๊ด‘์žฌ๋ฃŒ ๋ณด๊ณ ์„œโ€™)

โ—†์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด๊ฐ€ ์—…์ฒด๋“ค ํฌ๋น„ ์ขŒ์šฐ

๋ฐ˜๋ฉด 2014๋…„๊นŒ์ง€ ๋†’์€ ์ˆœ์œ„๋“ค์„ ์ฐจ์ง€ํ–ˆ๋˜ ๋ช‡๋ช‡ ์—…์ฒด๋“ค์€ ์ €์กฐํ•œ ๊ธฐ๋กํ–ˆ๋‹ค. 2014๋…„ UDC์— ์ด์–ด ๋งค์ถœ์•ก ์ ์œ ์œจ 2์œ„์˜€๋˜ Dow Chem.์€ ์ „๋…„๋Œ€๋น„ ํฐ ํญ์˜ ๋งค์ถœ ํ•˜๋ฝ์œผ๋กœ 2015๋…„์—๋Š” 4์œ„์— ๊ทธ์ณค๋‹ค. 2014๋…„ 3์œ„์˜€๋˜ LG Chem.๊ณผ 5์œ„์˜€๋˜ Duksan Neolux๋„ ์—ญ์‹œ ์ „๋…„๋Œ€๋น„ ๋งค์ถœ ํ•˜๋ฝ์œผ๋กœ 2015๋…„์—๋Š” 5์œ„๊ถŒ ๋ฐ–์œผ๋กœ ๋ฐ€๋ ค๋‚ฌ๋‹ค.

Dow Chem.๊ณผ Duksan Neolux๋Š” Samsung Display์˜ supply chain ๋ณ€๊ฒฝ์— ์˜ํ–ฅ์„ ๋ฐ›์•„ ๋งค์ถœ์•ก์ด 2014๋…„ ๋Œ€๋น„ ๊ฐ์†Œํ•œ ๊ฒƒ์œผ๋กœ ๋ถ„์„๋œ๋‹ค. LG Chem.์˜ ๊ฒฝ์šฐ Samsung Display์˜ ๊ณต๊ธ‰๋Ÿ‰ ๊ฐ์†Œ ๋•Œ๋ฌธ์— ๋งค์ถœ์ด ์ค„์—ˆ๋‹ค.

๋‹จ Samsung SDI๋Š” 5์œ„๊ถŒ ์•ˆ์— ์ง„์ž…ํ–ˆ๋‹ค. ์ด ์—…์ฒด๋Š” Samsung Display์— ๊ทธ๋ฆฐ ํ˜ธ์ŠคํŠธ๋ฅผ ๊ณต๊ธ‰ํ•˜๋ฉด์„œ ์‹ค์ ์ด ๊ฐœ์„ ๋๋‹ค.

๊ฐ€์žฅ ํฐ ํญ์˜ ์„ฑ์žฅ์„ ๊ธฐ๋กํ•œ ์—…์ฒด๋Š” Samsung SDI์—์„œ ์ œ์ผ๋ชจ์ง์‹œ์ ˆ ์ธ์ˆ˜ํ•œ ๋…์ผ ์—…์ฒด Novaled๋‹ค. ์ด ์—…์ฒด๋Š” ์ „๋…„๋Œ€๋น„ ์•ฝ 150%์˜ ๋งค์ถœ ์„ฑ์žฅ์„ ๋‹ฌ์„ฑํ•˜๋ฉฐ 2015๋…„ UDC, Idemitsu Kosan์— ์ด์–ด ๋‹จ์ˆจ์— 3์œ„์— ๋“ฑ๊ทนํ–ˆ๋‹ค. TV์šฉ OLED panel ์–‘์‚ฐ๋ผ์ธ์˜ ๊ฐ€๋™๋ฅ ์ด ์ฆ๊ฐ€ํ•˜๋ฉด์„œ Novaled๋Š” ๋งค์ถœ์•ก์ด ํฐํญ์œผ๋กœ ์ƒ์Šนํ–ˆ๋‹ค.

์œ ๋น„์‚ฐ์—…๋ฆฌ์„œ์น˜ ๊ด€๊ณ„์ž๋Š” โ€œ2016๋…„์—๋Š” LG Display์˜ OLED TV ์–‘์‚ฐ๋ผ์ธ ๊ฐ€๋™๋ฅ ๊ณผ ํ•˜๋ฐ˜๊ธฐ ์–‘์‚ฐ๋  Galaxy Note series์˜ ์žฌ๋ฃŒ ๊ตฌ์กฐ์— ๋”ฐ๋ผ ๋ฐœ๊ด‘์žฌ๋ฃŒ์—…์ฒด๋“ค์˜ ๋งค์ถœ์•ก์— ํฐ ์˜ํ–ฅ์„ ๋ผ์น  ๊ฒƒโ€์ด๋ผ๊ณ  ์ „๋งํ–ˆ๋‹ค.

 

 

Chinese Companies Begin Active OLED Panel Production Line Operation

The Chinese companies are estimated to begin active production of OLED panels, a market for which used to be dominated by Korean companies. Following this, the market for emitting materials for OLED panels also started shifting.

โ€œOLED Emitting Material Annual Reportโ€, published by UBI Research in March 2015, forecast that Chinese companies will begin mass production of AMOLED panel for mobile in second half of 2015, and large area panel from 2017. Together with Chinaโ€™s mass production of panel, emitting material market is estimated to grow into US$ 560 million in 2015, a 16% increase from 2014, and approximately US$ 2,500 million in 2020.

Emitting material companies that rely heavily on Samsung and LGโ€™s panel mass production are anticipating supply chain advancement to China, and considering business expansion in China in order to increase revenue. Idemitsu Kosan is the most proactive and has already started supplying materials to BOE and Tianma. Duksan Neoluxย began supplying to BOEโ€™s Ordos factory and deliberating on furthering business in China. (Source: Trend Analysis of Key Material Companies, 2015 OLED Emitting Material Annual Report)

With the expansion of panel market, increased competitiveness by Korean emitting material companies is required to acquire supply chain. This is also when Korean panel production companies need to obtain technology in order to retain their market share against Chinese companies.

Emitting Material Market Share by country: UBI Research

Emitting Material Market Share by country: UBI Research

<Emitting Material Market Share by country: UBI Research>

 

์ค‘๊ตญ ์—…์ฒด๋“ค์˜ ๋ณธ๊ฒฉ์ ์ธ OLED ํŒจ๋„ ์ƒ์‚ฐ๋ผ์ธ ๊ฐ€๋™์‹œ์ž‘

ํ•œ๊ตญ๊ธฐ์—…๋“ค์˜ ๋…์ ์‹œ์žฅ์ด๋ผํ•ด๋„ ๊ณผ์–ธ์ด ์•„๋‹ˆ์—ˆ๋˜ OLED ํŒจ๋„ ์‹œ์žฅ์— ์ค‘๊ตญ์—…์ฒด๋“ค์˜ ๋ณธ๊ฒฉ์ ์ธ ์ƒ์‚ฐ์ด ์˜ˆ๊ฒฌ๋จ์— ๋”ฐ๋ผ OLED ํŒจ๋„์— ์‚ฌ์šฉ๋˜๋Š” ๋ฐœ๊ด‘์žฌ๋ฃŒ์‹œ์žฅ์—๋„ ์›€์ง์ž„์ด ์‹œ์ž‘๋˜๊ณ  ์žˆ๋‹ค.

2015๋…„ 3์›” ๋ฐœ๊ฐ„๋œ ์œ ๋น„์‚ฐ์—…๋ฆฌ์„œ์น˜์˜ โ€œโ€™OLED Emitting Material Annual Reportโ€™โ€™โ€™๋Š” 2015๋…„ 2๋ถ„๊ธฐ๋ถ€ํ„ฐ ์ค‘๊ตญ์—…์ฒด๋“ค์˜ Mobile์šฉ AMOLED ํŒจ๋„์–‘์‚ฐ์ด ์‹œ์ž‘๋˜๋ฉฐ ๋Œ€๋ฉด์  ํŒจ๋„์€ 2017๋…„๋ถ€ํ„ฐ ์‹œ์ž‘๋  ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ๋‹ค. ์ค‘๊ตญ์˜ ํŒจ๋„ ์–‘์‚ฐ๊ณผ ๋”๋ถˆ์–ด ๋ฐœ๊ด‘์žฌ๋ฃŒ์‹œ์žฅ ๊ทœ๋ชจ๋Š” 2015๋…„ ์ „๋…„๋Œ€๋น„ 16% ์ƒ์Šนํ•œ $560 M์—์„œ 2020๋…„ ์•ฝ $2,500 M๊นŒ์ง€ ์ƒ์Šนํ•  ๊ฒƒ์œผ๋กœ ๋‚ด๋‹ค๋ณด๊ณ  ์žˆ๋‹ค.

ํ˜„์žฌ ์‚ผ์„ฑ๊ณผ LG์˜ ํŒจ๋„์–‘์‚ฐ์— ํฐ ์˜์กด๋„๋ฅผ ๋ณด์ด๊ณ  ์žˆ๋Š” ๋ฐœ๊ด‘์žฌ๋ฃŒ ์—…์ฒด๋“ค์€ ์ค‘๊ตญ์œผ๋กœ์˜ ๊ณต๊ธ‰๋ผ์ธ ํ™•๋Œ€๋ฅผ ๊ธฐ๋Œ€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ด์— ๋”ฐ๋ฅธ ๋งค์ถœ ์ฆ๊ฐ€๋ฅผ ์œ„ํ•ด ์ค‘๊ตญ์œผ๋กœ์˜ ๋น„์ฆˆ๋‹ˆ์Šคํ™•๋Œ€๋ฅผ ๊ณ ๋ฏผํ•˜๊ณ  ์žˆ๋‹ค. ๊ฐ€์žฅ ์ ๊ทน์ ์ธ ์›€์ง์ž„์„ ๋ณด์ด๊ณ  ์žˆ๋Š” ์—…์ฒด๋กœ๋Š” Idemitsu Kosan ์ด ์ด๋ฏธ BOE ์™€ Tianma ์— ์žฌ๋ฃŒ๊ณต๊ธ‰์„ ์‹œ์ž‘ํ•˜์˜€์œผ๋ฉฐ ๋•์‚ฐ ๋„ค์˜ค๋ฃฉ์Šค๋Š” BOE Ordos ๊ณต์žฅ์˜ ์žฌ๋ฃŒ๊ณต๊ธ‰์„ ์‹œ์ž‘์œผ๋กœ ์ค‘๊ตญ ๋น„์ฆˆ๋‹ˆ์Šค ํ™•๋Œ€๋ฅผ ๊ณ ๋ฏผํ•˜๊ณ  ์žˆ๋‹ค. (์ถœ์ฒ˜ : ‘2015 OLED Emitting Material Annual Report’ ์ฃผ์š”์—…์ฒด๋™ํ–ฅ๋ถ„์„)

ํŒจ๋„์‹œ์žฅํ™•๋Œ€์— ๋”ฐ๋ฅธ ๊ตญ๋‚ด ๋ฐœ๊ด‘์žฌ๋ฃŒ ์—…์ฒด๋“ค์˜ ๊ณต๊ธ‰๋ผ์ธ ํ™•๋ณด๋ฅผ ์œ„ํ•œ ๊ฒฝ์Ÿ๋ ฅ๊ฐ•ํ™”๊ฐ€ ์š”๊ตฌ๋˜๋ฉฐ ์ค‘๊ตญ์—…์ฒด๋“ค์˜ ํŒจ๋„์‹œ์žฅ ์ง„์ถœ๋กœ ์œ„ํ˜‘๋ฐ›๋Š” ๊ตญ๋‚ด ํŒจ๋„์ƒ์‚ฐ ๊ธฐ์—…๋“ค์˜ ์‹œ์žฅ์ ์œ ์œจ ์œ ์ง€๋ฅผ ์œ„ํ•œ ๊ธฐ์ˆ ๋ ฅ ํ™•๋ณด๊ฐ€ ์š”๊ตฌ๋˜๋Š” ์‹œ์ ์ด๋‹ค.

<Emitting Material Market Share by country: UBI Research>

 

 

LG Display, strategic partnership for OLED business with Japanese firm Idemitsu Kosan

LG Display (CEO Sang-beom Han, ้Ÿ“็›ธ็ฏ„ / www.lgdisplay.com) and OLED materials firm Idemitsu Kosan (CEO ๆœˆๅฒก้š†, Takashi Tsukioka, hereinafter “Idemitsu”) entered into the agreement on the 11th about the โ€˜mutual cooperation concerning OLED technology and related patent licenseโ€™ to further strengthen their competitiveness in the OLED industry.

 

In 1997, Idemitsu developed what was then the world’s brightest blue light organic emitting material for OLED and since then, every effort has been made to develop high-tech OLED materials and diverse device technologies based on its own molecular design and organic synthesis technologies. Consequently, Idemitsu Kosan, the original OLED material technology firm of a top global level possesses numerous major patents in relation to the OLED technology.

 

Through this strategic partnership, LG Display will be accessible to the excellent OLED materials and device structures of the Idemitsu Kosan which will lead to consolidate the research, product development and production of the OLED for TV and flexible OLED, and this eventually will accelerate the expansion of OLED market. By providing high performance OLED materials to the LG Display and collaborating in terms of technology development and commercialization, Idemitsu Kosan is expected to secure leading global clients in the display field.

 

The industry prospects that the two companies have made a chance to perform sound leadership by maximizing the synergy in the OLED business through this partnership.

 

Sang-deok Yeo, president of LG Display OLED Business unit said that, โ€œThrough the latest partnership, LG Display is to gain momentum to create OLED TV market on the basis of the OLED related patents of Idemitsu Kosan as well as accelerate the developments of flexible and transparent OLEDsโ€ and added that โ€œThis win-win collaborative relationship is expected to have a huge synergy effect on OLED business for both companies.โ€