LG Display Archives ⋆ OLED

Introducing iPhone 14 Display Specifications and Panel Vendors

May 2, 2022/in Display, Focus on /by olednet

Samsung Display, LG Display, and BOE are expected to supply panels to Apple’s new iPhone 14 series in 2022. It is expected that Samsung Display will supply panels to all models in addition to iPhone 13 series. LG Display will supply 6.12-inch LTPS models and 6.69-inch LTPO models. BOE will supply panels only to 6.12-inch LTPS models.

The existing 5.4-inch mini model has been removed from the iPhone 14 series and a 6.69-inch Max model has been added. The size and resolution of iPhone 14 Max are the same as iPhone 14 Pro Max and LTPS TFT is applied instead of LTPO TFT.

In terms of design, the iPhone14 Pro and 14 Pro Max will have a punch hole design instead of the conventional notch. Apple’s punch hole design is expected to be applied as a double punch hole design due to various sensors and cameras.

Meanwhile, the total OLED panel supply to Apple in 2022 is expected to be about 215 million units, with Samsung Display expected to supply 135 million units, LG Display 55 million units, and BOE 25 million units. However, shipments are expected to be organically controlled due to market conditions and Apple’s policies.

[2022 OLED KOREA CONFERENCE] LG Display’s OLED 3.0 Captures Brightness and Lifespan Simultaneously

April 25, 2022/in Display, Focus on /by olednet

At the keynote session of UBI Research’s ‘2022 OLED Korea Conference’ held from April 6th to 8th, Sang-Hyun Ahn, Managing Director of LG Display, announced, ‘The Present and Future of Automotive OLED Display: LG Display’s Future Outlook’.

Director Ahn announced, “The future will transform people and vehicles, and vehicles and vehicles to be connected, autonomous, shareable, and electrically driven. In order to respond to these changes, vehicle displays are getting bigger and more diverse in design, and displays are being applied to various locations to provide sights and information”.

Director Ahn continued, “The automotive display industry was led by LCD, but the OLED market is also gradually expanding its area.” He predicted, “The automotive OLED market will be worth $1.2 billion in 2025, It is also possible to grow to $6 billion.”

In addition, Director Ahn said, “LG Display has already introduced an OLED 1.0 structure that satisfies the minimum requirements for automotive display: brightness of 800 nits and lifespan of 10,000 hours. Unlike OLED for smartphones, OLED for automobiles requires brightness of 800 nits or more to grasp accurate information even during the day, and lifespan of 10,000 hours or more is essential because the use cycle is more than 10 years. Although there is a trade-off between brightness and lifetime, we plan to develop OLED 3.0 with a brightness of 1,000 nits or more and a lifetime of 10,000 hours or more by overcoming this through development of materials and structures.”

Lastly, Director Ahn mentioned about future displays such as extra-large and transparent, slidable, and rollable that are applied to vehicles and said, “Many companies want large and many screens, but they want to hide those screens inside the vehicle. Slidable panels, which can be a solution to this, are already technologically stable and can become common around 2025. On the other hand, rollable panels, such as those that come down from a vehicle sunroof, still have a long way to go, but we will continue to develop them.”

[2022 OLED KOREA CONFERENCE] LG Display Executive Vice President Hyun-Woo Lee, Advancements in the Display Market with Technological Innovation that Suits Changing Lifestyles

April 25, 2022/in Display, Focus on /by olednet

Executive Vice President Lee explained OLED technology innovation, future application fields, and market changes. He mentioned that COVID-19 has increased everyone’s time at home and changes in life display is necessary to match it.

Executive Vice President Lee first explained LG Display’s OLED.EX, and said, “LG Display’s OLED.EX is the most advanced OLED panel to which EX technology is applied. OLED.EX applies deuterium to increase brightness (an important element in OLED panels) by 30%. Through personalize algorithm based on AI and big data, reliability will be increased.” He also emphasized that “LG Display’s OLED.EX will be applied to all OLED TVs in the second quarter of 2022 and LG Display will lead the display market with innovative technologies including OLED.EX.”

Next, Executive Vice President Lee announced about life displays applied to everyday life, and said, “OLED is applied to life displays such as gaming, transparent, and portable displays. OLED realizes 100% original color to increase the sense of reality and enables excellent interaction with eye care, making it suitable as a gaming display.” Also “Transparent OLED maximizes the advantages of OLED, enabling the highest level of transparency and picture quality. By applying it to signage, it provides an effective experience to customers, and by applying it to mobility, it can use the dead space to indicate the current operation status or use it for advertisements. In addition, it is possible to create a space of new value and change a creative lifestyle by applying it to life”.

‘2022 OLED Korea Conference’ was a conference for exchange of ideas, business relationships, and partnerships with renowned speakers from major companies in the display industry from all over the world. ‘2022 OLED Korea Conference’ held a business conference on the 7th and 8th, beginning with a tutorial on April 6th.

[2022 OLED KOREA CONFERENCE] Samsung Electronics Joins the OLED TV Market, and the TV Panel Market is Expected to Exceed 20 million Units in 2025

April 25, 2022/in Display, Focus on /by olednet

At UBI Research’s ‘2022 OLED Korea Conference’ held on April 6th-8th, UBI Research CEO Choong-Hoon Lee gave a presentation on, ‘OLED Market Review’.

CEO Lee presented the status of the entire OLED industry, market, and outlook with a focus on issues in 2022.

CEO Lee first announced the OLED TV business, a major issue in the recent OLED industry. CEO Lee said, “The biggest issue that has been heating up the OLED industry since the end of last year is OLED TV. There are topics such as Samsung Display’s re-entry into the large OLED business, sales of QD-OLED TVs between Samsung Electronics and Sony, and visualization of collaboration between Samsung Electronics and LG Display.”

In the TV OLED panel demand and supply forecast, CEO Lee said, “If Samsung Electronics purchases OLED panels from LG Display and conducts OLED TV business, LG Display and Samsung Display can supply a total of 12 million TV OLED panels this year. Among them, demand is 11.7 million units, and oversupply accounts for only 3%.” In addition, “With the joining of Samsung Electronics, the demand for OLED TV panels is expected to expand to 13 million units in 2023 and 20 million units in 2025. According to the expanding market, companies need to expand their facilities by the third quarter of this year” he predicted.

CEO Lee continued, “LG Display has been working hard to secure funds for 8.5 generation OLED line expansion since last year, and it is estimated that it will secure additional funds for 45K expansion within this year. With LG Display’s additional measures, the TV OLED panel market is expected to reach 13.5 million units in 2023 and 16 million units after 2024. However, to secure a market of more than 20 million units, it is necessary to plan to invest in the 10.5 generation by next year” he analyzed. He also said, “If Samsung Display invests, 10.5G investment is desirable, but 8.5G investment is expected.” He said, “Whether LG Display invests or Samsung Display invests, a long-term supply contract with Samsung Electronics for 10.5G investment should take precedence. If the investment proceeds, Samsung Display is expected to secure its own funds, but LG Display is expected to require joint investment with Samsung Electronics.”

‘2022 OLED Korea Conference’ was a conference for exchange of ideas, business relationships, and partnerships with renowned speakers from major companies in the display industry from all over the world. ‘2022 OLED Korea Conference’ held a business conference on the 7th and 8th, beginning with a tutorial on April 6th.

2022 OLED KOREA Conference Day2 (Session highlights)

April 20, 2022/in Display, Focus on, Oled Video /by olednet

2022 OLED KOREA Conference Day1 (Session highlights)

April 20, 2022/in Display, Focus on, Oled Video /by olednet

SDC, 4Q2021 The Highest Smartphone Shipments 125 million units, Highest market share of flexible OLED 50.1%

February 9, 2022/in Display, Focus on /by olednet

According to UBI Research Weekly Report, Samsung Display’s OLED shipped 480 million units in 2021. The highest number of shipments were in the 4th quarter at 133 million units and the second highest was in the in 3rd quarter at 129 million units.

Samsung Display OLED application products shipped in 2021 were smartphones, watches, tablet PCs notebooks and TVs. OLED for TVs started shipment in the fourth quarter of last year. It was the first OLED for TV shipment in eight years since 2013 when they had discontinued mass production.

Samsung Display OLED for smartphones shipped 456 million units, which was 94% of the total shipments. OLED for watches shipped 14 million units, just 2.9% of the total shipments.

OLED for notebooks had the most significant growth in 2021. 5 million units were shipped, representing a 2.5 times higher growth than the 1.9 million Tablet PC units shipped.

According to a quarterly analysis of Samsung Display smartphones shipments in 2021, 125 million units were shipped in the fourth quarter, showing the highest performance. This is mainly due to high shipments to Apple in the fourth quarter for OLED for iPhone. In 2021, 102 million units of OLED for iPhone were shipped and 45.4 million units were supplied to Apple in the fourth quarter. Therefore, the market share was the highest at 50.1% in the fourth quarter for flexible OLED shipments.

Flexible OLED and rigid OLED shipments were 190 million units and 257 million units respectively in 2021. The annual shipment market share was 41.6% and 56.5% respectively. Foldable OLED shipments were 8.7 million units, a market share of 1.9%.

LG Display Achieves Record Sales in 2021, Swinging a Profit after Three Years

February 3, 2022/in Display, Focus on /by olednet

As LG Display posted the highest sales ever, at the same time it also made a sharp pivot into a profit for the first time in three years. On the 26th, LG Display announced that it had achieved annual sales of 29.878 trillion won and operating profit of 2.23 trillion won in 2021. “This is the result of the large-sized OLED panels in the premium market, the strengthening of the small and medium-sized OLED business base, and the innovation of LCD structures centered on IT products,” LG Display goes on the explain. While the overall TV market experienced negative growth last year, LG Display led the large-sized OLED business. OLED TV panel shipments grew by more than 70% compared to the previous year, which turned to profit in the second half of the year. This helped reach a break-even point.

Following the previous year’s earnings announcement, LG Display stated, “This year, we plan to expand profitability in stages based on shipment growth of more than 20% compared to the previous year and strengthened business capabilities,” and “From the second quarter, ‘OLED.EX’ will be applied to all OLED TV panel series to accelerate the trend toward OLED in the premium TV market.” OLED.EX is a TV panel that increases screen brightness (luminance) by 30% and reduces bezel by 30% by applying ‘deuterium technology’ and ‘personalization algorithm’ to organic light emitting devices. These are the core elements of OLED picture quality. In the case of small and medium-sized OLEDs, the mobile sector plans to improve profitability by expanding new models and high-end products in the second half of the year and expand to the overall mobility industry. The LCD division will continue its strategy of selection and concentration focusing on IT products.

LG Display also expressed confidence in Samsung Display, which has emerged as a new competitor in the OLED market. When asked about LG Display’s competitiveness compared to Samsung Display’s QD-OLED, Large-Scale Marketing Manager Lee Tae-Jong remarked, “Our competitor’s products have not been released yet, so an accurate comparison will be possible only after the actual launch.” He continued, ”LG Display, which has been in business for more than 10 years is far superior in our overall competitiveness in our products and cost, economies of scale, and customers. We will continue to widen the gap in the future.”

LG Display’s automotive OLED panel recognized for ‘best picture quality’ for passengers

December 27, 2021/in Display, Focus on /by olednet

LG Display’s automotive OLED panel recognized for ‘best picture quality’ for passengers

Obtained international certification for ‘High Visibility Vehicle OLED’ from German TUV, a global certification body
Provides a wide viewing angle while consistently maintaining high image quality in a wide range of driving environments and low temperatures of -40 degrees Celsius

Applying new OLED technology that stacks light emitting devices in multiple layers, improving screen brightness and lifespan

LG Display (CEO and President Ho-Young Jung)’s automotive OLED panel was recognized for its best picture quality in the global market.

LG Display announced on the 26th that it had obtained the ‘High Visibility Automotive OLED (OLED)’ certification from Germany’s ‘TUV Rheinland’, a global certification body.

LG Display’s automotive OLED panel consistently realizes the best picture quality in a wide range of driving environments, including the brightness (10 to 5,000 lux) that the driver encounters during the day and at night, and maintains the same picture quality even at a harsh low temperature of minus 40 degrees Celsius. In addition, it was evaluated that it accurately expresses even small contents that are only 5% of the full screen size without distortion at any viewing angle between the driver’s seat and the front passenger’s seat.

This product applies a new OLED technology(tandem) that stacks R(red), G(green), and B(blue) light emitting devices in multiple layers to significantly improve screen brightness and lifespan compared to products with only one light emitting device. Existing LCDs for vehicles have limitations in that light leak around small content, lowering the contrast ratio, and slowing the response time in a low-temperature environment, leaving an afterimage. On the other hand, LG Display’s self-luminous vehicle OLED has a contrast ratio of 600,000 to 1, which greatly exceeds the certification standard (50,000 to 1) and maintains more than 99% of luminance and color despite rapid changes in the external environment of the vehicle. Also, the response speed is 0.66ms faster than the authentication standard (3ms, milliseconds), so there is no afterimage.

Sohn Ki-hwan, managing director of LG Display Auto Marketing/Product Planning, said “This certification proves that tandem OLED for automobiles is the only display that satisfies the highest picture quality and extreme lifespan”. So “We will provide our customers with a differentiated customer experience with a display that is safer to use while driving and more convenient when stopped” he said.

Small OLED performance in the second quarter of 2021

August 23, 2021/in Focus on, Market /by olednet

According to the market track on small OLED market performance of less than 10 inches published by UBI Research, Revenue and shipments in the second quarter were about $9.5 billion and 161.7 million units, respectively. QoQ(Quarter over Quarter) revenue and shipments decreased by -14.0% and -5.8%, respectively. Compared to the year over year (YoY), Revenue and shipments increased by 70.1% and 56.3%, respectively.

In 3Q, Samsung Display’s 6G LTPO TFT line capacity is expected to be increased to 60K units. LG Display decided to invest $15,000 in the LTPO TFT line for P6 ph3. The expected equipment installation time is the second quarter of 2022. BOE’s B15, which reviewed the investment in the 6G flexible OLED line, was changed to the 8.5G line for IT manufacturing. Revenue and shipments are expected to increase in the second half of 2021 with the mass production of Apple’s iPhone 13.

Medium & Large OLED performance in the second quarter of 2021

August 23, 2021/in Focus on, Market /by olednet

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

According to UBI Research’s Medium & Large OLED market track, the total revenue in the second quarter were about $1.5 billion, which is a 6.5% (QoQ) increase from the previous quarter and 129.6% in the same quarter of the previous year (YoY). In the second quarter, shipments totaled 5.1 million units, an increase of -3.6% (QoQ) and 40.4% (YoY). Samsung Display’s notebook OLED shipments in the second quarter were about 900K units. LG Display shipped 1.8 million TV panels in the second quarter of 2021.

Although there were concerns about a decrease in the utilization rate of the rigid OLED line due to the decrease in OLED for smartphones sold to Samsung Electronics, the A2 line is gradually being converted to production of OLED for laptops due to the increase in rigid OLED demand. In the first half of the year, two 12K lines were put into OLED production for notebooks, and in the second half, it is planned to increase to three or four lines.

Apple’s iPad, which will be mass-produced by Samsung Display from the end of the year, will use LTPO TFT and hybrid OLED (rigid substrate + TFE).

Cover window market forecast for foldable phones

March 30, 2021/in Component, Focus on, Market /by olednet

The biggest difference between flexible OLED and foldable OLED will be the cover window material. In terms of price competitiveness, various Colorless Poly Imide (CPI) are superior to suppliers, but in the end, the cover window market is expected to depend on which material Samsung Electronics and Apple choose.

Samsung Display plans to supply only foldable OLEDs using UTG (Ultra Thin Glass) to Samsung Electronics and other China this year, and is expected to adopt UTG as the main cover window material in the future.

BOE and CSOT currently focus on transparent PI, but they are securing technology by continuously collaborating with UTG-related glass processing companies. For this reason, according to the UBI Research component and materials market track, UTG is expected to occupy 80% of the market for foldable cover windows in the future, and transparent PI is low in price and easy to apply to products larger than 10 inches As a result, it is expected to be applied to low-end models, tablets, and notebook models.

In 2020, small OLED shipments increased by 3.4%↑, sales decreased by 2.8%↓

March 22, 2021/in Display, Focus on, Market /by olednet

Corona 19 and Huawei’s US sanctions negatively affected the OLED market for smartphones, but it was a plus with Apple’s strong sales of iphone 12.

Samsung Display completed the Y-OCTA renovation of the Apple line in 2020, and the LTPO TFT secured a 30K scale. By the first half of 2021, the company plans to convert the LTPS line from Apple’s line to the LTPO TFT line.

The foldable phones released by Samsung Electronics in 2020 are the Galaxy Z Flip released in February and the Galaxy Z Fold 2 released in September, both in-folding and using UTG (ultra thin glass). Galaxy Z Fold 2 is a product to which LTPO TFT technology is applied.

BOE failed several times without exceeding the approval process in Apple’s iPhone12 quality test, but received final approval for panel supply at the end of December 2020. BOE’s new line, B12, is an Apple module line that starts bringing in equipment from December 2020, and is aiming for mass production in November 2021.

According to the annual small OLED display report published by UBI Research, small OLED shipments in 2020 increased by 3.4% compared to 2019, but sales decreased by 2.8%. The increase in shipments is due to the increase in OLED for watches, and the decrease in sales is due to the decrease in OLEDs for smartphones.

In 2020, the total sales of OLED for smartphones was 26.7 billion dollars, of which Samsung Display accounted for 78.8% with 21 billion dollars. LG Display has sales of $2.8 billion and a market share of 10.5%. Samsung Display accounted for 91.7% with 2.35 million dollars in 2019. Smartphone sales in 2020 decreased by 6.68 million units compared to 2019.

Middle and Large OLED sales growth of 40.2% in 2020

March 17, 2021/in Display, Focus on, Market /by olednet

Although Samsung Display’s rigid OLED line is expected to decrease due to a decrease in Huawei’s volume due to the US production, demand for rigid OLEDs is expected to increase as demand for laptops, monitors and tablet PCs is increasing. To respond to this, investment in rigid OLED lines in A4 is also being reviewed. This year’s notebook OLED panel is expected to come out with more than 10 different model product lines, and Apple’s OLED production for iPad is scheduled to start from 2022, so demand for middle and large-sized OLED panels is expected to increase.

In addition, LG Display, a leader in P-OLED supplying in the automotive field, is planning to supply plastic OLEDs for automobiles to German car makers by producing premium OLED panels, and Samsung Display is also supplying OLED panels for vehicles.

According to the 2021 middle and large OLED annual report published by UBI Research, the total sales of middle and large-sized OLEDs in 2020 was $3.882.7 million, and last year was $2.63 billion, an increase of 40.2% from the previous year. By application, the notebook and automobile markets have increased remarkably, and the notebook, monitor, and automotive product markets are expected to grow in 2021.

Samsung Display’s QD-OLED mass production is expected to be around December 2021, and 65-inch panels are highly likely to be used by Sony. Samsung Electronics is expected to receive only 32-inch QD-OLEDs for monitors, not purchasing 65 inches.

LG Display’s 2020 TV OLED panel shipments were counted to 4.4 million units, and if the Guangzhou plant operates at 90K from the third quarter, the production capacity will reach 8.5 million units in 2021.

[Press Release] AMOLED components and materials market grew to $ 24.15 billion in 2023

April 29, 2019/in Component, Focus on, Market /by olednet

Although Samsung Electronics and Apple’s OLED smartphone market are stalled, Chinese smartphone makers are gradually increasing their use of OLEDs based on the huge smartphone market in China. As a result, BOE and Chinese panel makers have aggressively established a Gen6n flexible OLED plant, which is driving the OLED industry.

As a result of UBI Research’s panel makers’ operation rate analysis due to OLED plant expansion and supply and demand, the market for various component materials (excluding light emitting materials) that make up OLEDs is expected to reach $13.9 billion in 2019 and expand to $ 24.15 billion in 2023.

Recently, as the production of foldable OLED has started, various kinds of films that are not applied to LCD are emerging as core materials.

In the [2019 OLED Components and Materials Report] published by UBI Research, we examined the foldable OLED structure of Samsung Display, LG Display, and BOE, and analyzed the thickness and characteristics of the films that make up the module.

In the OLED components and materials market, components for TV OLEDs will grow rapidly to reach $ 19.1 billion in 2023 and lead the OLED industry.

OLED Daily Issue, April 25, 2019

April 25, 2019/in Focus on, Others /by olednet

▶ LGD’s performance is in the doldrums. This year, it will compete with high-value OLEDs. (ZDNet Korea)

(Full text of article: http://www.zdnet.co.kr/view/?no=20190424130827)

While LG Display is recording poor performance in first quarter of this year, it is going to strengthen its competitive edge in OLED display, which is its main business. Because it is expected that Chinese LCD will continue to make inroads into supplies this year, Samsung Display is planning to bring about results through high-value OLEDs that are highly profitable.

“It seems that large OLED business will take up more than 30% of TV business in 2016 through changes in customer and high-end position.” said Seo Dong-hee, chief financial officer of LG Display, during a conference call on the first quarter of 2019.

“Although some fixed expenses are also expected in second half of this year due to preparation of (Guangzhou OLED fab) production infrastructure as planned, we will increase profit contribution starting from 2020.” said a representative for LG Display.

■ It is difficult to rebound in second quarter performance…compete with high-value OLED in second half.

LG Display also expects that its second-quarter earnings will continue to worsen market conditions due to oversupply of LCDs and lack of IT products. Consensus of second quarter’s performance that F& Guide is estimating is $5.58 trillion (5.8181 trillion KRW) in sales and $16 billion (16 billion KRW) in operating loss.

However, it is expecting that it will produce results starting from second half of this year due to operation of OLED production lines that are located in Guangzhou, China, and release effects of transparent and automatic OLEDs.

“We believe that Guangzhou fab will operate successfully during first half of this year. “We are also preparing to apply MMG (Multi Model Glass, which is a method that is produced by combining 55-inch and 65-inch panels) to Guangzhou and Paju fab.” said a representative for LG Display.

Furthermore, transparent OLED products will be released in second half of this year and will expand additional demands. “We are currently working with variety of customers in commercial business.” said a representative for OTO, “Auto is already making more than 1 trillion won in sales through LCD. During this year, you will be able to see vehicles with plastic OLEDs. Although it is difficult to mention exact numbers, South Korea has received a large number of orders for displays for vehicles that employ POLEDs. We believe that orders will also gain considerable momentum when cars with POLED are successfully released this year,” he stressed.

▶ FineTec Receives Intent for Purchase of OLED Bonding Equipment from Chinese Firms(NEWSPIM)

(Full text of article: http://www.newspim.com/news/view/20190424000218)

While demands for OLED panels are increasing rapidly due to the resumption of investments in Chinese OLEDs this year, FineTec is trying to expand its supply of bonding equipment to Chinese display-specialized companies.

FineTec made an announcement on the 24th that it recently received orders from Chinese display company BOE for OLED composite bonding equipment and received LOI (Lent of Purchase of OLED bonding equipment) from CSOT.

FineTec is planning to supply CSOT with equipment dedicated to chips on plastic and COP-COF (chip on film) and other composite equipment that can be produced simultaneously. It is predicted that it will sign a contract with CSOT to supply bonding equipment after discussing detailed timing of supply.

In addition, FineTec, which is currently seeking to diversify its suppliers to China, is planning to strengthen its competitive edge in operation such as OLED composite bonding equipment for CSOT starting with this contract.

“Chinese OLED panel manufacturers are increasing their market share thanks to government support and Chinese Smartphone manufacturers’ promotion.” said a representative for this company. “FineTec is planning to focus on improving performance by securing orders from Chinese suppliers as China is actively seeking to increase its market share in OLED.”

It is also expected that FinTec’s combined bonding equipment will expand its competitive edge in markets in China. Although FinTec had about 10% of orders for bonding equipment that was placed in China three years ago, percentage of orders from Chinese display companies such as BOE and Visionox increased to 26% last year due to increased demands for composite equipment.

“We are currently converting variety of display panels from facilities that are targeted at specific types of panels from China and around the world into multi-functional equipment that can be produced at the same time.” said a representative for Samsung Electronics.

OLED Daily Issue, April 23, 2019

April 23, 2019/in Focus on, Others /by olednet

▶ China also produces war skills… unstable OLEDs(THE DONG-A ILBO)

(Full text of articles: http://news.donga.com/3/all/20190421/95157197/1)

The Chinese companies’ volume offensive raised concerns that the OLED industry, following liquid crystal displays, could face oversupply problems. Analysts say that while South Korean display manufacturers’ performance in the first quarter has deteriorated due to a sharp drop in prices of LCD panels, even OLEDs, which are seen as new growth engines, could be on the verge of oversupply in the near future.

According to a recent report released by Hana Financial Management Research Institute on Monday, the production capacity of OLED plants currently being built by Chinese companies such as BOE, CSOT and TCL is twice that of South Korea.

▶ Retirement of OLED business for general lighting… Accelerate selection and focus of ‘New LG’ (The Korea Economic Daily)

(Full text of articles: https://www.hankyung.com/economy/article/2019042211521)

LG Group is speeding up efforts to reorganize its business portfolio for future growth. LG Display’s decision to withdraw from its organic light-emitting diode (OLED) business for general lighting is part of its objection. The “choice and focus” strategy has become a keyword that penetrates LG Group Chairman Kwang-mo Koo “New LG,” who headed the group last year.

According to LG Group and others on the 22nd, LG Display has given up its OLED business for lighting that it has been pushing as a new growth engine. It has been about a year and six months since it started mass-producing products from new OLED production lines.

It is heard that LG Display has decided to withdraw from markets by gradually reducing mass production of OLEDs for lighting that are produced at 5th generation OLED lines (P5) in Gumi, North Gyeongsang Province. Instead, it has decided to focus on OLED markets for vehicles that have huge growth potential and can produce synergy with the group’s automotive electric field (electric and electronic devices) business. LG’s acquisition of ZKW, which is a global automotive headlamp manufacturer, also affected LG’s ability to provide lighting for vehicles.

LG Display entered the general lighting market by introducing a new brand called ‘Luplex’ at the end of 2017. However, it is rumored that it has decided to give up its business after losing out on price competition from current LED (light emitting diode) lighting companies.

OLED emitting materials market to grow to $ 1.71 billion in 2019

March 29, 2019/in Focus on, Market, Material /by olednet

OLED light emitting materials market is gradually increasing as Chinese companies enter OLED panel market led by Samsung Display and LG Display.

The 2019 OLED emitting material report, published by UBI Research, predicts that the emitting material market in 2019 will reach $ 1.17 billion. 2021 and 2023 are expected to grow to $ 1.87 billion and $ 2.0 billion, respectively.

The size of light emitting materials consumed by Korean companies will account for 70.2% in 2019 ($ 0.82 billion), and its share will increase to 75.6% in 2023.

Korea’s emitting material market is growing because the consumption of OLED materials for TVs is soaring. In 2019, 21.1% of light emitting materials for TVs are expected to increase to 49.7% in 2023.

[2019 OLED KOREA] LG Display “8K is not everything. OLED will prove worth it”

March 6, 2019/in Display, Exhibition, Focus on /by olednet

“8K is not everything. OLEDs will provide new value not only in high resolution, but also in rollable typed and transparent displays ”

said Ko Kyoung Young, senior director of global promotion for LG Display’s TV division.
He emphasized this at the 2019 OLED KOREA held, the Novotel Hotel in Gangnam from March 6 to 7, 2019.

“Currently, 8K TVs are not attractive due to not ready for content and proper pricing” said Goh. However, OLEDs can provide new value, such as rollable and transparent displays, “he said that OLEDs will be the game changers of the future display era.

“The premium TV market which has been downsizing since 2014, started grow again in 2017 due to entering a new market of OLED TVs. In addition, we see OLED TV is leading the market last three years through it has been ranked from top to the 8th in the consumer reports , increase of global growth opportunities”

He also mentioned the OLED approach would overcome the scalability limitations that could be the best communication tool available anywhere in the fourth industry market. In addition, it can be applied to gaming monitors and automotive displays that are becoming bigger and bigger. “Global automobile companies such as BMW and Audi are in discussions with understanding display companies to apply OLED to future vehicles.” Director Ko said, to lead the premium TV market, we will support to boost production for large-scaled OLEDs by 2021, the expansion of the 4K and 8K

OLED TV lineups, and the creation of new platforms such as rollable and transparent displays. Notably he said, “8K OLED TV is planned to be 88, 77 and 65 inches, and 4Ks will be expanded to 77 inches, 65, 55 and 48 inches.”

Lastly, Ko announced that will continue to study OLED resolution and brightness lifetime through the development of oxide TFT and new materials along with transparent display and solar technology for the future.

LG Display “OLED TV will account for more than 20% in total TV sales revenue.”

February 1, 2019/in Display, Focus on, Set /by olednet

LG Display OLED TV maintained sales revenue, it through conference call, stated it recorded annual sales revenue of 24.3 trillion won and 92.9 billion won operating profit in year of 2018.

LG Display despite of heightened global competition and downward panel price made an operating profit thanks to OLED TV, super large size TV and high resolution products.

Especially large size OLED TV maintained stable productivity and enlarged consumer bracket which enabled 2.9 million shipment on a yearly basis. It recorded gross profit within 5 years of product introduction which resulted in more than 20% in total sales revenue.

4th quarter 2018 revenue of LG display marked 6.95 trillion won TV panels accounts for 36%, mobile panels 28%, notebook and tablet panels 22% and 14% for monitor panels.

Operating profit recorded 279 billion won, 528% increase compared to the same quarter last year, 99% hike compared to last quarter thanks to high priced IT products, new introductions of small and medium size products and high added value products. LG Display aims to focus on OLED business reconstruction Seo Donghee CFO of the company said, “the ratio of OLED revenue was almost nothing 5years ago, now it is 30% this year and we estimate it is going to reach 50% of the total business.”

He also said “we will put in all assets to create new values focusing on OLED business.”

He replied to the question of large size QD-OLED of competitor, it will strengthen ecosystem and overall OLED industry. To the question of 8K and over 70inch large size OLED mass production, he replied that 8K technology is already secured as exhibited at CES2019 and said that large size OLED mass production will utilize the existing know-how of LCD production. In 2019, LG Display’s OLED demand outlook question suggests that demand for more than 14% of all flexible OLED smartphones is expected.

Regarding the large-area OLED and p OLED capacity in 2019, LGD said that the large-area OLED capacity will be completed at 70K per month in Paju and 60K in Q3 in Guangzhou, China and the pOLED capacity is expected to add 30K to the domestic 45K in 2020.

He announced that capex is estimated 8trillion won in 2019 and 4trillion won in 2020, a half of this year. 60% will be for large size OLED and 40% for pOLED. And he said pOLED mass production is currently concentrated on smart phone and cars. He expects good news from car pOLED by end of this year. He also targets over 3.8 million units large size OLED production this year.

[OLED KOREA 2019] Early Bird Registration D-4 (until January 31)

January 28, 2019/in Focus on, Others /by olednet

The year 2018 was the inflection point for new application that had never existed in the OLED industry. Newly introduced OLED applications in 2019 include foldable phone, 8K OLED TV, rollable OLED TV, monitors made of inkjet technology, and automotive side view display.

The speaker of OLED KOREA 2019 consists of companies related to these five applications and presents the market and technology direction in 2019.

[Speaker]

Samsung Display Hyein Jeong

LG Display KY(Stephen) Ko

TCL Dr. Jueng-Gil(James) Lee

JOLED Dr. Toshiaki Arai,

Boeing Dr. Julian Chang

eMagin Dr. Amal Ghosh

UBI Research Dr. Choong Hoon YI

Cynora Dr. Andreas Haldi

Merck Dr. Remi Anemian

Sumitomo Chemical Takeshi Yamada

UDC Dr. Mike Hack

Kyulux Dr. Junji Adachi

Kateeva Kyung-Bin Bae

Idemitus Kosan Jisung So

Kolon Dr. Chung-Seock Kang

3M Sun-Yong Park

Nanosys Dr. Nahyoung Kim

ETRI Dr. Hyunkoo Lee

AMAT Dr. Robert Jan Visser

OTI Dr. Michael Helander

CES2019, the biggest issue of TV is LG Electronics OLED TV R

January 10, 2019/in Exhibition, Focus on, Set /by olednet

Reporter : Daejeong Yoon

The CES, held in early January of each year, is the most important event to understand all of the consumer electronics trends of the year. This year, TV makers from all over the world exhibited a variety of products to attract spectators to the event.

When OLED TV occupied more than 50% of the premium TV market with more than $ 2,000, the LCD TV industry sought to prevent the OLED TV market from expanding by exhibiting 8K LCD TVs to CES. However, the attention and admiration of the spectators were poured into OLED TV R.

The 8K TV market began to open slightly from last year, in preparation for the 8K broadcast starting from the Tokyo Olympics in 2020. LCD TV companies displayed 8K LCD TVs of various sizes to preoccupy the market with the keyword of 8K. LCD TV, however, has not been recognized by viewers as a new TV product since Sharp has already exhibited steadily.

Another reason is OLED TV R displayed by LG Electronics. In the main body with built-in speaker, OLED TV rises up and goes down again. A lot of people came to see OLED TV R to shoot.

Last year, micro LED TVs became more prominent. In addition to Samsung Electronics, Sony, TCL and Hisense exhibited micro LED TVs this year. It seems that the gap of micro LED TV technology between Korean companies and Chinese companies is only about one year. In the micro LED TV market based on assembly technology that does not require special manufacturing technology, China, which is the world’s best LED industry and infrastructure, is expected to dominate the market soon.

However, as LG Display has a unique OLED TV manufacturing technology, which has a very complicated panel structure and manufacturing process, the technological gap between Korea and China is expected to be more than five years difference. In this situation, OLED TV R, released by LG Electronics, once again realizes that Korea’s OLED technology is the best in the world.

On the other hand, TV companies’ display of OLED TVs, except for LG Electronics, has stagnated. These companies are not yet receiving 8K OLED panels and rollable OLED panels from LG Display. Even Sony does not have any special features, only OLED TVs that are well known so far.

As a result, the CES TV show was notable only for LG Electronics.

It is judged that LCD TV using mini LED that TCL has released can compete with OLED TV in this exhibition. The contrast ratio is displayed as 1,000,000: 1 similar to OLED TV. Black is a very good product that has a vibrant color and contrast ratio similar to OLED TV. However, a holo-effect was found around the bright screen displayed on the black desktop. It is a phenomenon that the surroundings appear to spread brightly. As it is invisible to non-specialists, it is competitive in price and is a product that can compete well with OLED TVs.

< TCL, 8K QLED TV with mini LED>

LG Display Vice Chairman Han Sang-Bum, “50% of sales of OLED and upbringing business in 2020”

January 9, 2019/in Display, Exhibition, Focus on /by olednet

Growing into the mainstream of OLED growth by expanding large OLED, differentiated products and supply

■ Small and Medium-sized POLED, strengthening fundamental business capacity and preparing future products such as Foldable

■ Develop commercial and automotive products, new technologies / new markets and develop into first-class business

LG Display is one of the world’s largest electronics exhibitors, and will hold a press conference at the Las Vegas Convention Center (LVCC) in Las Vegas on June 7, the day before the opening of the Consumer Electronics Show (CES) with Han vice chairman, executive vice president Kang In-Byoung, Strategy and Marketing Group Director Song Young-kwon, and other executives.

At the meeting, Han Sang-bum said, “Although there were many difficulties due to excessive supply and enormous investment due to intensified global competition last year, large-sized OLED business turned to surplus and stable profit was generated mainly in high value-added products. “This year, LG Display will focus on OLED investments, accelerating OLED growth, and focus on commercial and automotive businesses. By 2020, LGD will account for more than 50% of total OLED and growth businesses. “He said.

To this end, LG Display plans to expand its large-size OLED market, strengthen its fundamental business capabilities in small- and mid-sized P-OLED (plastic OLED) businesses, and develop new markets with differentiated commercial and automotive products.

■ Large OLED, differentiated products and supply expansion

Since LG Display first supplied OLED TV panels in 2013, LG Display has continued to develop its technology. And last year, it sold nearly 3 million units and developed into a strong player in the premium TV market. This year, the company plans to expand its TV product lineup from the existing 4K resolution to 8K, and to further enhance its competitiveness by further enhancing performance such as luminance and response time. In addition, the company will expand its market by expanding differentiated products such as wall paper, CSO (Crystal Sound OLED), rollable and transparent display. LG Display will complete the G8.5 OLED panel factory in Guangzhou, China in the first half of this year, and mass-produce OLED from the third quarter. Through this, the company plans to expand its sales volume from 2.9 million units in 2018 to 4 million units this year, and to achieve more than 10 million units in 2021.

In addition, LGD will expand sales areas for existing customers, strengthen collaboration with strategic customers, and increase sales of premium products such as ultra-large size panel.

■ Small and mid-sized P-OLED, strengthening fundamental business capacity and preparing future products.

LG Display is targeting the small- and mid-sized OLED market through P-OLED.

This year, it is a great challenge to develop core technologies and products for strategic customers in a timely to raise market share of small- and medium-sized panel.

In addition, LGD plans to increase the production capacity of the Gen 6 Gumi factory, which has a capacity of 15,000 sheets per month, and to expand the P-OLED production capacity by early stabilizing the Gen 6 factory in Paju.

In addition, LGD plans to steadily prepare related technologies and infrastructure so that future products such as Foldable can be released on time.

■ Commercial and automotive displays, Fostering first-class business

LG Display nurtures the rapidly growing commercial and automotive businesses to first-class business.

In the commercial market, LGD plans to pursue differentiated products such as 98 and 86 inches, ultra-slim products such as in-touch, bezel of 0.44 mm, transparent and gaming.

For automobiles, LTPS-based high-resolution LCDs and P-OLEDs are expected to focus on 8-inch and larger screens and high-resolution products. In addition, LGD will prepare its production infrastructure to expand its business in a timely manner and further strengthen its cost competitiveness, thereby achieving the first place in the fast growing auto market.

This year LGD plans to complete investment in preparation for the future, which began in 2017. LGD Han Sang-Bum, vice chairman of LG Display, said, “LG Display will be able to lead the global display market once again with OLED.

[IMID 2018] LG Display, showcased 2-stack RGB OLED for automobile OLED with improved life span.

September 11, 2018/in Display, Focus on /by Daejeong YOON

At IMID 2018 held in BEXCO, Busan on August 29, Kim Kwan-Soo, research fellow of LG Display presented about a new OLED technology for automotive displays.

Kim said that RGB OLEDs applied to mobile devices and WRGB OLEDs applied to TVs do not satisfy customers’ needs in terms of life span. To solve this issue, he introduced 2 stack RGB OLED in which RGB OLED has the same tandem structure as WRGB.

Because 2 stack RGB OLED can be thick due to adding a layer of CCL (charge generation layer) to the multi-layer structure, HTL is made thinner than before and the charge balance of the emitting layer is optimized.

As a result, the 2-stack RGB OLED shows 1.5 ~ 2 times higher emitting efficiency than the 1-stack RGB OLED. Its lifetime is increased by 4 times on T80 basis.

However, the 2-stack structure has a disadvantage in that it has higher power consumption than the general structure. Thus, it is necessary to make efforts to solve this disadvantage.

[IMID 2018] LG Display and Samsung Display exhibited a large number of large, and small & medium sized OLED applications.

September 11, 2018/in Display, Focus on /by Daejeong YOON

LG Display and Samsung Display introduced a number of applications using OLED at IMID 2018 held in BEXCO, Busan, drawing attention from many visitors. In particular, LG Display displayed its strategies mostly for large OLED applications such as 77-inch transparent OLED and 55-inch video wall OLED, while Samsung Display introduced the small and medium sized OLED applications mainly for automotive and virtual reality devices.

First, the panel thickness of the 77 inch transparent flexible OLED introduced by LG Display is 400 μm, the bending radius is 80 mm, and the luminance is 200 nit based on full white.

LG Display explained that it would improve the required transmittance and durability. Also, it commented that the goal is to reduce bezel to 0.5 mm at its display of 4 FHD OLEDs with 3.8 mm bezel.

In addition, LG Display presented a 1200ppi 4.3-inch WRGB OLED for virtual reality devices. One official explained that WRGB OLED, which represents the resolution by etching the color filter, would be advantageous for higher resolution than RGB using the deposition method.

Meanwhile, Samsung Display exhibited a number of automotive OLEDs, including unbreakable OLED for 6.22 inch steering wheel, 1000R curved OLED for passenger monitor, transparent OLED for HUD, S-curved OLED for CIO and rollable OLED. The concerned official expects the OLED to be widely applied to inside automobiles because it has excellent design autonomy, compared to LCD.

He added “Although there are many things to be improved, such as brightness and reliability, it is continuously improving the required performance through the feedback from European customers”.

Furthermore, Samsung Display showcased light field display and 2,000ppi resolution RGB OLED for virtual reality devices.

LG Display, Showed OLED lighting for unmarried mothers

August 3, 2018/in Focus on, Lighting /by Daejeong YOON

LG Display delivered 30 OLED lighting units, made by its employee volunteers, and baby products to 30 unmarried mothers.

This volunteer activity was carried out by the talent services of OLED lighting employees. OLED lighting business division donated 30 flexible OLED lighting panels, and the product planning team customized the lightings for breastfeeding for unwed mothers.

On July 27, the employee volunteers assembled light fixtures, which were customized by woodworking parts through social enterprises, and panels as finished products. In addition, various items needed for a baby and cheer letters for the unwed mothers were packed together. The packaged gift sets were delivered to 30 unmarried mothers living at the unmarried mothers’ facilities through the Eastern Social Welfare Society on July 30.

OLED lighting reduces light flickering and blue light, which affect eye health. And its mild light protects you from eye fatigue. It is also regarded as an eco-friendly product because it generates less heat and has no harmful substances. Since it is the organization that best knows the characteristics of OLED lighting, it suggested the service of delivering the OLED lighting for breastfeeding, made by its members, suitable for the baby-care environment.

Kim Yong-Jin, manager of the OLED lighting sales team who participated in the volunteer service, said “I feel it was worthwhile to deliver the OLED lighting directly to the necessary neighbors although I have dealt with it for business. When I see the neighbors who were delighted with little help, I have to think once again that service activity is so much fun.

<Source: LG Display>

LG Display “Strategic direction is OLED. Uncompetitive LCD lines are planned to be switched.”

July 27, 2018/in Display, Market, Technology /by OLEDNET

In the 2Q earnings release conference call hosted on the 25^th July, Kim Sang-don, LG Display CFO, said, “Looking back at the first half of 2018, the market was in a difficult situation due to the slump in prices, the traditional off-peak season and increased display supply from China. We expected the market conditions to be stabilized in the first half of this year from the bad market condition of the second half of last year, but it has continued to decline more rapidly and steeply. However, with starting the second half of 2018, it has been observing that the price is rising since July owing to upcoming favorable seasonality and customer restocking.”

“Although the market situation has changed favorably in the second half of the year, it is different from the past supply and demand cycle because of the uncertainty of forecasts. Moreover, the oversupply and asymmetric competition in the display market are unavoidable.” LG Display announced that it will maintain its conservative strategy in the second half of the year as the unpredictability is still high.

LG Display’s sales revenue in the second quarter of 2018 was KRW 5,611 billion, decreased by 15% compared to the second quarter of 2017. Operating loss in the second quarter of 2018 recorded KRW 228 billion. This compares with the operating loss of KRW 98 billion in the first quarter of 2018 and the operating profit of KRW 804 billion in the second quarter of 2017. The company suffered a large deficit due to a continued and steep decline in panel prices and lower demand in panels following the previous quarter. Although the shipment was increased by 2% QoQ, the selling price per area (m2) was decreased by 4%.

As a positive indicator, the TV panel price fell sharply, but the overall panel price decline was only 1% due to the competitive position of OLED panels. The market is anticipated to turn into positive situation in the third quarter, compared to the first half of the year, since panel shipments are expected to increase with the orders to restock the inventory.

LG Display, which is currently conducting both LCD and OLED business with small and medium sized panels and large area panels, mentioned clearly about its future strategic direction including the direction for the second half of the year as “concentrating on OLED business and focusing on high value of LCD business” in this conference call.

LG Display announced that it will focus more on differentiated LCD features and technologies in the IT sector such as narrow bezel, IPS borderless, and oxide technology, as well as high-value-added products such as larger-size TV panels and commercial displays, considering that a structural oversupply in panels and fierce competition among display makers are expected to continue down the road.

In addition, LG Display will achieve a turnaround to profit in the OLED TV sector in the third quarter of 2018. By making its final decision to invest in its Gen 10.5 OLED panel production line in Paju, Korea, and by starting mass production in the latter half of 2019 at its Gen 8.5 OLED production line now under construction in Guangzhou, China, LG Display will accelerate the expansion of the global large-size OLED market. Furthermore, additional production facilities for OLED 8.5 generation are known to be considered with the plan that the rationalization of LCDs during the year is also to be implemented although there was no direct mention of the timing and specific lines. For the plastic small and medium-sized OLED panel business, which is experiencing difficult times, compared to large area OLED, for which LG is expanding the production capacity in response to increasing demand, it said that they are preparing for future markets with the necessary strategic technologies with the emphasis of mobile and automotive markets. The E6-1 line, which has been mentioned as a production plant for Apple, is expected to begin mass production in the fourth quarter of this year, revealing the possibility of a possible supply of display to the iPhone OLED model in 2018. In addition, demand for OLED panels is increasing in the automobile market, and it is expected that full-scale business will start in the second half of next year. At the current order backlog, it is confirmed that OLED panels are in the late stage of about 10%. This means that much of the work has already been done. Finally, LG Display is well aware of the lack of funding and funding shortfalls over its competitors in relation to its future preparations. The company plans to reduce its capex by about 3trillion won by 2020, with a substantial portion of depreciation and amortization It is possible through internal working capital management and it plans to borrow the rest. LG Display confirmed that it has not reviewed the rights issue several times in the market, and LG Display has thoroughly prepared a variety of OLED portfolios, revealing its commitment to success by differentiating it from its competitors in the area of latecomers.

자동차용 OLED, 자동차 디스플레이 시장 주도한다

June 15, 2018/in 미분류 /by OLEDNET

Audi는 지난 5월 전기 자동차 SUV e-tron quattro의 사이드 미러를 카메라화 하고 내부에 OLED display를 탑재하여 공기 저항 계수를 0.28 cd까지 실현했다고 발표했다. Audi는 이를 통해 연료 효율 개선뿐만 아니라 사각 지대를 없애 운전자의 운전까지 도모할 수 있다고 언급했다.

<2015년에 공개 되었던 Audi e-tron의 인테리어 컨셉 사진, Source: insideevs.com>

뿐만 아니라 e-tron quattro에는 인테리어용 디스플레이에 모두 OLED가 적용됐다. OLED는 LCD에 비해 높은 명암비와 빠른 반응 속도, 넓은 시야각으로 높은 시인성을 구현할 수 있어 자동차 디스플레이에 적합하다고 평가 받고 있다.

자동차 부품 공급업체인 Continental corporation도 자사 홈페이지에서 2장의 OLED가 적용 된 미러리스 자동차의 여러 장점들을 소개하며 어두운 상황이나 우천 시에도 더 나은 시야 제공이 가능하다고 밝힌 바 있다.

한편, Samsung Display나 LG Display 뿐만 아니라 중국 panel 업체들도 시장 공략을 위해 다양한 OLED 제품을 선보이고 있다.

Samsung Display는 지난 5월에 열린 SID 2018에서 OLED를 활용하여 화면 크기를 다양하게 조절할 수 있는 rollable CID(center information display)와 12.4 inch 크기의 curved CID를 전시하였다.

<OLED가 적용 된 Samsung Display의 12.4 inch curved CID>

뿐만 아니라, 6.22 inch 크기의 unbreakable steering wheel OLED와 4.94 inch 크기의 transparent OLED가 적용 된 HUD(head up display) 등 OLED를 활용한 다양한 자동차용 제품들을 선보였다.

BOE도 SID 2018에서 12.3 inch 크기의 자동차용 flexible OLED를 전시하였으며, Tianma와 Truly는 2018년 1월에 열린 Lighting Japan 2018에서 자동차용 rigid OLED를 선보이기도 했다.

<BOE의 12.3 inch flexible automotive OLED>

자동차용 디스플레이 분야는 모바일 기기나 TV에 비해 더 많은 customization이 필요하여 고부가가치 창출이 기대되는 산업으로 주목받고 있다.

Samsung Electronics는 지난 6월 초 싱가포르에서 투자자 포럼에서 자동차용 OLED 패널 사업을 미래 사업으로 강조하였으며, “올해 10만장 수준의 전장용 OLED 패널은 2020년 100만장, 2022년 300만장 수준으로 크게 늘어날 것”이라고 전망한 바 있다.

In Premium TV market, OLED portion is growing.

June 14, 2018/in 미분류 /by OLEDNET

Following Bang & Olufsen and SONY, Philips’ OLED TV was launched in Korea on June 11, 2018.

Philips’ OLED TV, applied with LG Display’s OLED panel, is available in two models; 55 – inch and 65 – inch. It features a quad – core CPU, HDR 10, Dolby Vision and DTS surround.

In coming September, Germany’s Loewe plans to launch three (bild5, bild7, bild7 edition) 65-inch OLED TVs using LG Display’s panel, and also Hisense is scheduled to release OLED TV this month.

Especially, when Hisense, which is the leader in the Chinese TV market, releases OLED TVs, it is expected to enhance the awareness about OLED TV in China as well as increase the portion of OLED in the premium TV market.

In April, Kim Sang-don, CFO of LG Display, said in the conference call “The number of existing OLED camps was expanded to 15 from 13, adding two. LG Display will actively respond to increasing market demand by expanding productivity through the reduction of tack time and by converting Chinese fab and, if necessary, domestic LCD fab to OLED fab.”

In the ‘OLED/Display comprehensive seminar’ held by UBI Research, So Hyun-chul, director of Shinhan Financial Investment, said that Sony ranked the first in the premium TV market in 12 years and Sony’s share price rose 445% with its main driving force of OLED TV.

In addition, LG Electronics’ HE division achieved an operating margin of 8.1% last year. In the major set makers, OLED seems to be the Key factor that increases the company’s sales and improves the market share in the premium TV market. As such, OLED portion is anticipated to expand further in the premium TV market.

Meanwhile, UBI Research predicts that OLED TV sales will be increased by about 30% annually and the revenue is projected as about US$ 5.7 billion in 2022 through the ‘2018 OLED Panel Industry Report’, which was published in February.

In Premium TV market, OLED portion is growing.

June 14, 2018/in Market /by oled

Following Bang & Olufsen and SONY, Philips’ OLED TV was launched in Korea on June 11, 2018.

Philips’ OLED TV, applied with LG Display’s OLED panel, is available in two models; 55 – inch and 65 – inch. It features a quad – core CPU, HDR 10, Dolby Vision and DTS surround.

In coming September, Germany’s Loewe plans to launch three (bild5, bild7, bild7 edition) 65-inch OLED TVs using LG Display’s panel, and also Hisense is scheduled to release OLED TV this month.

Especially, when Hisense, which is the leader in the Chinese TV market, releases OLED TVs, it is expected to enhance the awareness about OLED TV in China as well as increase the portion of OLED in the premium TV market.

In April, Kim Sang-don, CFO of LG Display, said in the conference call “The number of existing OLED camps was expanded to 15 from 13, adding two. LG Display will actively respond to increasing market demand by expanding productivity through the reduction of tack time and by converting Chinese fab and, if necessary, domestic LCD fab to OLED fab.”

In the ‘OLED/Display comprehensive seminar’ held by UBI Research, So Hyun-chul, director of Shinhan Financial Investment, said that Sony ranked the first in the premium TV market in 12 years and Sony’s share price rose 445% with its main driving force of OLED TV.

In addition, LG Electronics’ HE division achieved an operating margin of 8.1% last year. In the major set makers, OLED seems to be the Key factor that increases the company’s sales and improves the market share in the premium TV market. As such, OLED portion is anticipated to expand further in the premium TV market.

Meanwhile, UBI Research predicts that OLED TV sales will be increased by about 30% annually and the revenue is projected as about US$ 5.7 billion in 2022 through the ‘2018 OLED Panel Industry Report’, which was published in February.

프리미엄 TV 시장, OLED 비중 확대

June 14, 2018/in 미분류 /by OLEDNET

Bang&Olufsen과 SONY에 이어 지난 11일 필립스의 OLED TV가 국내에 출시됐다.

LG Display의 OLED 패널이 적용된 필립스의 OLED TV는 55 inch와 65 inch 2가지 모델로 출시되었으며, 쿼드코어 CPU와 HDR 10, Dolby Vision, DTS 서라운드 등의 기능을 갖췄다.

<필립스 OLED TV, 출처: 필립스>

오는 9월 독일의 Loewe도 LG Display의 패널을 이용한 65 inch OLED TV 3종(bild5, bild7, bild7 edition)을 국내에 출시할 예정이며, 하이센스도 이르면 이번 달부터 OLED TV를 출시할 것으로 보인다.

특히 중국의 TV 시장에서 선두를 달리고 있는 하이센스가 OLED TV를 출시할 경우, 중국 내 OLED TV 인지도 향상뿐 아니라 프리미엄 TV 시장에서의 OLED 비중을 확대시키는 요소가 될 것으로 예상된다.

지난 4월 LG Display의 김상돈 CFO는 컨퍼런스 콜을 통해 기존 OLED 진영은 13곳이었으나, 2곳이 추가되어 15곳으로 확대되었다고 설명하면서, ‘tack time 축소를 통해 생산성 확대와 중국 fab, 필요 시 국내 LCD fab을 OLED fab으로 전환하여 증가하고 있는 시장 수요에 대해 적극적으로 대응할 것’이라 밝혔다.

앞서 유비리서치가 개최한 ‘OLED/디스플레이 결산세미나’에서 신한금융투자의 소현철 이사는 Sony가 12년 만에 premium TV 시장에서 1위를 기록하였다고 언급하며 Sony의 주가가 2013년 대비 445% 상승한 원동력 중 하나로 OLED TV였다고 설명하였다.

또한, 지난해 LG전자의 HE사업본부는 영업이익률이 8.1%로 역대 최고치에 달성하였다. 주요 set 업체에서는 OLED가 기업의 매출 상승과 프리미엄 TV 시장에서의 점유율을 높이는 요소라 판단한 것으로 보인다. 이에 따라 향후 프리미엄 TV 시장에서의 OLED 비중은 더욱 확대될 것으로 예상된다.

한편, 유비리서치는 2월 발간한 ‘2018 OLED Panel Industry Report’를 통해 OLED TV의 매출액은 연평균 약 30% 증가하여 2022년 약 57억 달러 규모가 될 것으로 전망했다.

Market for OLED materials and components is forecast to grow to US$37 billion in 2022.

June 11, 2018/in 미분류 /by OLEDNET

In the 2018 OLED material and component report and Market Track published by UBI Research, the entire market for OLED materials and components market is expected to grow at a CAGR of 29% by 2022, forming a market of US$ 37 billion in 2022.

The overall OLED material and component market forecasted in this report is calculated based on the panel makers’ available capacity and includes all the materials and components for OLED production.

The total OLED material and component market is counted as US$ 9,794 million in 2017 and is expected to grow by 35% to US$ 13,264 million in 2018.

Major growth drivers are mentioned as capacity expansion of Samsung Display and LG Display inclusive of Gen6 flexible OLED mass production lines of Chinese panel makers.

UBI Research commented “Utilization of Samsung Display in the first quarter of 2018 was poor, but it is turning to normal from the second quarter, and LG Display and Chinese panel makers are also aiming to mass-produce this year. In particular, it will have a major impact on the growth of the materials and components market in 2018 whether Samsung Display’s A4, LG Display’s E5, E6 and BOE’s B7 lines will be in full operation.”

In the 2018 OLED material and component report, the market is forecast for 20 kinds of major materials and components used in OLED for mobile devices and large-area OLED, including substrate glass, carrier glass, PI and organic materials for TFT. In addition, the report covers industry trends and key issues related to the core materials, while Market Track forecasts the expected purchase volume and purchase amount by panel makers.

Market for OLED materials and components is forecast to grow to US$37 billion in 2022.

June 11, 2018/in Focus on, Market /by oled

In the 2018 OLED material and component report and Market Track published by UBI Research, the entire market for OLED materials and components market is expected to grow at a CAGR of 29% by 2022, forming a market of US$ 37 billion in 2022.

The overall OLED material and component market forecasted in this report is calculated based on the panel makers’ available capacity and includes all the materials and components for OLED production.

The total OLED material and component market is counted as US$ 9,794 million in 2017 and is expected to grow by 35% to US$ 13,264 million in 2018.

Major growth drivers are mentioned as capacity expansion of Samsung Display and LG Display inclusive of Gen6 flexible OLED mass production lines of Chinese panel makers.

UBI Research commented “Utilization of Samsung Display in the first quarter of 2018 was poor, but it is turning to normal from the second quarter, and LG Display and Chinese panel makers are also aiming to mass-produce this year. In particular, it will have a major impact on the growth of the materials and components market in 2018 whether Samsung Display’s A4, LG Display’s E5, E6 and BOE’s B7 lines will be in full operation.”

In the 2018 OLED material and component report, the market is forecast for 20 kinds of major materials and components used in OLED for mobile devices and large-area OLED, including substrate glass, carrier glass, PI and organic materials for TFT. In addition, the report covers industry trends and key issues related to the core materials, while Market Track forecasts the expected purchase volume and purchase amount by panel makers.

OLED 부품소재시장 2022년 US$ 37,000 million 전망

June 7, 2018/in 미분류 /by OLEDNET

유비리서치에서 발간한 2018 부품소재 산업 보고서와 마켓트랙에서는 OLED 전체 부품소재 시장이 2022년까지 연평균 29%로 성장하여 US$ 37,000 million의 시장을 형성할 것으로 전망했다.

본 보고서에서 전망한 전체 OLED 부품소재 시장은 panel 업체의 공급가능 물량 기준으로 산출되었으며 OLED에 들어가는 모든 부품소재를 포함한 수치이다.

전체 OLED 부품소재 시장은 2017년 US$ 9,794 million으로 집계되었으며 2018년은 35% 성장한 US$ 13,264 million로 전망된다.

주요 성장요인으로는 삼성디스플레이와 LG Display, 중국 panel 업체들의 Gen6 flexible OLED 양산라인 capa 증가를 꼽았다.

유비리서치는 “1사분기 삼성디스플레이의 가동률은 저조한 편이었지만 2사분기부터 정상화로 돌아서는 추세이며, LG Display와 중국 panel 업체들도 올해 본격적인 양산을 목표로 하고 있다. 특히 삼성디스플레이의 A4와 LG Display의 E5, E6, BOE의 B7라인의 정상가동 여부가 2018년 전체 부품소재 시장 성장여부에 큰 영향을 미칠 것으로 예상된다.”라고 밝혔다.

이번에 발간된 2018 부품소재 산업 보고서에서는 기판용 유리와 carrier 유리, PI, TFT용 유기재료 등을 비롯하여 모바일과 대면적 OLED에 사용되는 핵심 부품소재 20종에 대해 시장 전망하고 있다. 또한 보고서에서는 핵심소재들에 대한 산업동향과 주요 이슈들을 다루고 있으며 마켓트랙에서는 panel 업체별 예상 구매량과 구매금액을 전망하고 있다.

가상현실 주도하는 OLED 초고해상도 경쟁 시작됐다.

June 5, 2018/in 미분류 /by OLEDNET

최근 VR 기기 set 업체들과 OLED panel 업체들이 mobile 기기보다 뛰어난 해상도의 OLED가 적용 된 VR 기기와 VR 기기용으로 제작 된 초고해상도 OLED를 선보이며 이목을 집중시키고 있다.

지난 CES 2018에서 공개 된 VIVE PRO가 최근 신제품 발표회를 통해 국내에 공식 런칭되었다. VIVE PRO는 전작인 HTC VIVE의 448ppi 보다 78% 향상 된 615ppi 해상도의 OLED가 탑재되었다.

뿐만 아니라 최근 OLED panel 업체들도 VR 기기용 초고해상도 OLED를 다수 선보이고 있다. 지난 SID 2018에서 LG Display는 Google과 공동 개발한 1443ppi VR기기용 OLED를 공개했다. 기존의 OLED는 538ppi 수준이었으나 LG Display는 WRGB + CF 방식을 적용하여 UHD(3840 x 4800) 해상도를 구현했다.

Samsung Display도 SID 2018에서 1,200 ppi 해상도의 2.43 inch OLED panel 2개로 제작된 VR 기기를 전시하였다. RGB OLED가 적용 된 이 VR기기는 전년도 858ppi 보다 해상도가 더욱 더 향상 된 OLED가 적용되었다.

Sony도 지난 5월 4,032ppi의 VR 기기용 micro OLED인 ‘ECX339A’의 상용화를 발표하였다. 크기는 0.5 inch로 240fps까지의 프레임 속도 지원도 가능한 것으로 알려졌다. 양산시기는 2018년 11월이다.

VR 기기는 눈과 디스플레이 사이의 거리가 매우 짧기 때문에, 해상도가 낮으면 디스플레이의 픽셀 무늬들이 격자 형태로 보이는 ‘모기장(Side door effect)’ 현상이 나타난다. 이로 인해 눈의 피로를 가중시키며 현실성을 떨어뜨리기 때문에 panel 업체에서는 고해상도 OLED 개발에 집중하고 있으며 Sony나 Facebook(Oculus VR) 같은 set 업체에서도 고해상도 OLED를 VR 기기에 적용하고 있다.

최근 들어 Set 업체 뿐만 아니라 OLED panel 업체들도 다양한 방식으로 기존보다 더욱 더 업그레이드 된 고해상도의 OLED와 VR기기를 다수 선보이고 있어 향후 더욱 더 높은 해상도의 VR용 기기가 상용화 될 수 있을지 귀추가 주목된다.

The competition for ultra-high resolution of OLED that led virtual reality was started.

June 5, 2018/in 미분류 /by OLEDNET

Recently, set makers are introducing VR devices with higher resolution OLED than mobile devices, and OLED panel makers are focusing attention on developing ultra-high-resolution OLEDs designed for VR devices.

VIVE PRO, which was unveiled at CES 2018, was officially launched in Korea through a new product presentation. VIVE PRO is equipped with 3K resolution and 615ppi OLED, which are upgraded 78% from 448ppi of the previous HTC VIVE.

In addition, OLED panel makers has introduced a number of ultra-high-resolution OLEDs for VR devices. In SID 2018, LG Display unveiled an OLED for 1443ppi VR device, jointly developed with Google. The resolution of conventional OLEDs was at 538ppi level, but LG Display accomplished UHD (3840 x 4800) resolution by applying WRGB + CF.

Samsung Display also exhibited VR devices made with two 2.43-inch OLED panels at 1,200ppi resolution in SID 2018. The resolution of this VR device, applied with RGB OLED, is much higher than the previous year’s 858ppi.

Sony also announced the commercialization of ‘ECX339A’, a micro OLED for 4,032ppi VR devices, in May. It is also possible to support a frame rate of up to 240fps at 0.5 inches in size. The mass production schedule is November 2018.

Since the distance between the eyes and the display is very short, a VR device shows a ‘side door effect’ in which the pixel patterns of the display are displayed in a lattice form when the resolution is low. As this problem increases eye fatigue and diminishes the reality, panel makers are focusing on high-resolution OLED development, and set makers such as Sony and Facebook (Oculus VR) are applying high-resolution OLEDs to the VR devices.

Recently, not only set makers but also OLED panel makers have introduced a number of high-resolution OLED and VR devices, which have been upgraded more than ever before. Attention is growing whether higher resolution VR devices will be commercialized in the future.

[SID2018] Samsung display’s OLED technology, one step closer to full screen

May 24, 2018/in Exhibition, 미분류 /by OLEDNET

At the SID2018 exhibition in Los Angeles, a new concept OLED with no front speakers on the Smartphone was introduced.

Samsung Display’s new “Sound on display” removes the speaker at the top of the smart phone. Instead, it has a piezo electric actuator on the back of the panel that can turn the electrical signal into vibration. This is the mechanism by which the actuator vibrates the OLED panel to produce sound. It is the same method as LG Display’s “Crystal sound OLED”.

When this technology is utilized, the speaker can be removed from the front of the smart phone, resulting in a wider display area. Following the trend that the home button is embedded in the display, OLED will continue to evolve in the direction that the speaker is also embedded in the display.

TCL announced “Establishing large-area OLED panel production plant”, is solution processed RGB OLED mass production accelerated?

May 24, 2018/in Others /by OLEDNET

China TCL will invest RMB 42.8 billion (US$ 6.71 billion) in Shenzhen to establish a factory for large-area OLED panel production. According to South China Morning Post, TCL recently announced that it will produce 90,000 units on the basis of 70-inch panel in the new production line of Gen 11 (3370 mm x 2940 mm) with the goal of mass production in March 2021 in the data submitted to the Shenzhen Stock Exchange. The main products are to be known as 65-inch and 75-inch OLED panels, and 65-inch, 70-inch and 75-inch display panels with 8K resolution.

TCL will form a partnership with the China Development Fund for the necessary financing and will set up a new production line at TCL’s semiconductor subsidiary with RMB 20.3 billion.

Large-area OLED to be produced by TCL is expected to adopt solution process RGB. At the ‘4th OLED Korea conference’ hosted by UBI Research in March, James Lee, deputy chief engineer of TCL mentioned about the development of next-generation premium TV with the screen size of 70-inch or more and 8K resolution, based on the solution process.

Lee said, “The price difference between OLED TV and premium LCD TV is estimated to be reduced to 1.4 times when the price of large-area OLED panel is lowered by the operation of LG Display’s Gen 10.5 plant in 2020. We are developing solution process technology for large area OLED and it will be applicable to Gen11 factory. ”

Gen 11 production line is capable of producing six sheets of 75-inch OLED panels, being able to achieve a yield three times higher than Gen 8.5 production line and a cutting efficiency of over 95%. In addition, it is possible to produce large-area OLED panels with a real RGB structure instead of the WRGB structure when solution process is applied. Based on this, TCL emphasized that the construction of the Gen 11 solution process OLED mass production line is essential. Meanwhile, TCL has jointly established JUHUA Printing Display Technology with Tianma, a Chinese company, in 2016 through CSOT, which is a subsidiary of TCL, and is continuously developing the inkjet printing process by a Gen 4.5 R&D pilot plant.

TCL “대면적 OLED panel 생산 공장 신설” 발표, solution process RGB OLED 양산 가속화 되나

May 24, 2018/in 미분류 /by OLEDNET

중국 TCL이 선전에 428억 위안(67억 1천만 달러)을 투자하여 대면적 OLED panel 생산을 위한 공장을 신설한다.

사우스차이닝모닝포스트에 의하면, TCL은 최근 선전 증권거래소에 제출한 자료에서 2021년 3월 양산을 목표로 Gen 11(3370 mm x 2940 mm) 신설 양산 라인에서 70 inch panel 기준으로 월 9만대를 생산한다고 밝혔다. 주력 제품은 65 inch와 75 inch OLED panel과 8K 해상도의 65 inch, 70 inch, 75 inch display panel 인 것으로 알려졌다.

TCL은 자금 조달을 위해 중국 지원 개발 기금과 파트너쉽을 맺을 것이며, TCL 반도체 자회사에서 203억 위안을 들어 새로운 생산 라인을 설립 할 것으로 알려졌다.

TCL이 생산 할 대면적 OLED는 solution process RGB 방식일 것으로 예상된다. 지난 3월 유비리서치가 주최한 ’4th OLED Korea conference’에서 TCL의 James Lee deputy chief engineer는 solution process를 기반으로 70 inch 이상의 대형 화면과 8K 해상도의 차세대 premium TV 개발을 언급한 바 있다.

Lee deputy chief engineer는 “2020년 LG Display의 Gen 10.5 공장이 가동되어 대면적 OLED panel의 가격이 하락하게 되면 OLED TV와 premium LCD TV의 가격 차이는 1.4배 수준까지 줄어들 것으로 예상된다”며, “TCL은 현재 대면적 OLED용 solution process 기술을 개발 중으로 Gen11 공장에 적용이 가능할 것”이라고 밝혔다.

Gen 11 생산 라인에서는 75 inch OLED panel이 6장 생산 가능하며, Gen 8.5 생산 라인 대비 3배 증가한 생산량과 95% 이상의 면취율 달성이 가능하다. 또한, solution process 적용 시 WRGB 구조가 아닌 real RGB 구조의 대면적 OLED panel 생산이 가능하다. TCL은 이를 바탕으로 Gen 11 solution process OLED 양산라인 건설이 필수 요소라고 강조한 바 있다.

한편, TCL은 산하 업체인 CSOT를 통해 2016년 중국 기업 Tianma와 함께 JUHUA Printing Display Technology라는 합작사를 설립, 4.5세대 R&D 파일럿 공장을 만들어 잉크젯 프린팅 공정을 지속적으로 개발하고 있다.

LG Display “expects OLED TV sales portion to account for mid 20% of total sales this year, and is to review switching LCD fab to OLED if necessary.”

April 26, 2018/in 미분류 /by OLEDNET

Kim Sang-Don, LG Display’s CFO, said in a conference call on the 25^th, “It has been successful with regard to customer demand forecast and high-end positioning for large area OLED panels.” “OLED TVs accounted for around 15% of LG Display’s sales last year and that number is expected to grow to the mid-20% range this year.” he commented. “In 2018, the production for large area OLED panels will be in the range of 2.5 ~2.8 million units, which makes it difficult to meet all the demand due to the limited capacity. Therefore, LG Display plans to aggressively respond to the market demand by expanding productivity by reducing tact time, mass-producing large area OLED panels in its Chinese fab in 2019, and converting its domestic LCD fabs to OLED fabs, if necessary.” he said.

Also he added “It now has 15 big customers for its OLED TV panels, drawing more manufacturers from China, as well as key buyers Sony and LG Electronics, LG Display will strive to achieve good results in terms of profitability next year”.

Regarding small and medium-sized POLED, CFO Kim said, “As the investment cost is high with the high market volatility, we are considering very conservatively investment. We will make conservative decisions based on the best possible assessment of potential risks.” But he said, the company is constantly working in response to the expectations that POLED will become a design form factor not only for smart phones but also for automobiles and foldable. He further commented that the response and collaboration from its primary customers are favorable particularly for the automotive POLED, the investment stance is to be maintained; however, its speed and scale will be adjusted by monitoring its adaptability and market demand. In addition, for the question of the technical problem of small and medium-sized POLED which is known through recent media, he replied that it might not be filtered with lack of fact checking and it is not based on fact.

On the other hand, LG Display’s revenue fell 19.6 percent to KRW 5,673 billion in the first quarter of 2018 from KRW 7,062 billion in the first quarter of 2017 and decreased by 20% from KRW 7,126 billion in the fourth quarter of 2017. The company also had an operating loss of KRW 98 billion in the first three months this year, compared with the operating profit of KRW 1,027 billion in the first quarter of 2017. The net loss in the first quarter of 2018 was KRW 49 billion, compared with the net income of KRW 679 billion in the first quarter of 2017.

Saying “The loss was due to the weak demand for panels with the decline in LCD panel prices and an unfavorable exchange rate”, CFO Kim Sang-Don commented “ In order to secure future competitiveness, LG Display will reduce LCD investment and shift to OLED business to secure long-term profit. Given the company’s strategy of shifting to an OLED-focused business structure, it will continue to focus on differentiated products.”

LG Display “올해 OLED TV 매출 비중 20% 중반 예상, 필요하다면 LCD fab을 OLED로 전환 검토”

April 25, 2018/in 미분류 /by OLEDNET

김상돈 LG Display CFO는 25일에 열린 컨퍼런스 콜에서 “대형 OLED 패널 고객들의 수요와 하이엔드 포지셔닝과 관련해 성공적으로 판단하고 있다”며 “작년 OLED TV 매출 비중은 10% 중반대였지만 올해는 20% 중반대로 성장할 것으로 예상한다”고 밝혔다.

이어서, “2018년 대형 OLED 패널 생산은 250~280만대 수준으로써, capa 제한으로 인해 모든 수요를 감당하기는 힘든 상황”이라며, “택 타임 축소를 통한 생산성 확대와 2019년 중국 fab의 대형 OLED 패널 양산, 필요 시 국내 LCD fab을 OLED fab으로 전환을 통해 시장 수요에 적극적으로 대응 할 계획”이라 밝혔다.

또한, 편중 된 고객 구조를 15개 수준으로 확대 하였기 때문에 내년 수익성 측면에서는 좋은 성과를 내도록 노력하겠다고 언급했다.

중소형 POLED와 관련하여 김상돈 CFO는 “내부적으로 투자비가 높고 시장의 변동성이 큰 만큼 굉장히 보수적으로 투자를 생각하고 있다”며 “적절한 범위내에서 리스크를 최대한 고려하여 보수적으로 의사 결정을 해 나갈 것”이라고 답했다.

다만, POLED는 스마트폰 뿐만 아니라 자동차용과 foldable 등 디자인 폼팩터로 자리 잡을 것으로 예상됨에 따라 이에 대응해서 지속적으로 노력을 기울이고 있다고 언급했다.

특히 자동차용 POLED는 1차 고객들로부터 반응과 협업은 순조로운 상태라며, POLED의 투자 스탠스는 유지하되 자사의 적응력과 시장의 수요 등을 모니터링 하여 POLED 투자의 속도와 규모를 조절할 것이라고 밝혔다.

또한, 최근 미디어를 통해 알려진 중소형 POLED의 기술적 문제 질문에 사실 확인이 부족하고 필터링이 안된 것으로 보여진다며 팩트에 기초한 기사는 아닌 것으로 판단하고 있다고 대답했다.

한편, LG Display의 2018년 1분기 매출은 5조6753억원, 영업손실은 983억원을 기록했다. 전년 동기 대비 매출은 7조621억원에서 19.6% 감소했고 영업이익은 1조 268억원에서 적자로 전환되었으며 당기순이익도 6794억원에서 489억원 손실로 전환되었다.

김상돈 CFO는 “LCD 패널 가격 하락과 원화강세가 실적 부진의 원인으로 분석된다”며, “미래 경쟁력 확보를 위해 LCD 투자는 축소하고 OLED 사업 전환을 통해 장기적인 수익 확보에 나설 것”이라 밝혔다.

LG Display 88-inch 8K OLED TV was released to the public through CITE held in Shenzhen, China.

April 12, 2018/in Exhibition /by OLEDNET

CITE, an electronics trade show held in China on April 10, 2018, had a relatively lukewarm atmosphere with significantly fewer visitors than last year. It seems to have been influenced by the lack of special IT issues, compared to last year when it was crowded with the attention of many general visitors.

Especially, there were no new products on the TV appliance side. Most of the exhibitors displayed the same products as those of last year or 2018 CES. On the other hand, LG Display unveiled its 88-inch 8K OLED TV, which had been hiding in its own booth, at the front of the booth. CSOT also showcased OLED displays made with printing technology that had been publicized several times during several conferences. 8K OLED TV is to be the future of the high-end premium TV as it clearly shows the advantages of OLED display such as contrast ratio, sharp image quality and color reproduction through large screen. CSOT’s 31-inch display is meaningful because it exhibited the results of CSOT’s printing OLED technology development. It is preparing for a new investment of about 20K TV line next year. The exhibited product was manufactured by using top emission Ink-jet printing technology to oxide TFT. The peak brightness is 150 nit at 144 ppi.

<88 inch 8K OLED TV – LG Display>

<31inch Ink-jet printed OLED Display – CSOT>

Vivo, which was the first to unveil the smart phone X21 with a built-in fingerprint sensor, displayed only the X21 model at its booth. As a result of the actual registration testings, the fingerprint was recognized several times compared to the existing fingerprint registration, and the test recognition rate was not bad, but the response speed was slightly slower than opening the screen with the home button. In addition, most panel makers exhibited displays similar to the notch design of the iPhone X, which created various issues over the past six months, and set makers such as Vivo and Oppo released similar notch type smart phones. According to one official of some panel maker, the response to the design is not positive, but he said the company made it along with Apple. In his personal opinion, he preferred full screen design. Despite the sluggish performance of iPhone X, it still shows Apple’s strong market influence that the smart phones of the similar designs were released.

BOE, which started the operation of its Chengdu factory in 3Q 2017, exhibited various OLED panels made using plastic substrates. One official of BOE expressed confidence that it is only Samsung Display and BOE that can mass produce flexible OLED panels using plastic substrates across the globe.

LG 디스플레이 88인치 8K OLED TV 중국 심천 CITE를 통해 대중에 공개

April 11, 2018/in 미분류 /by OLEDNET

2018년 4월 10일 중국에서 개최된 전자제품 전시회인 CITE는 작년에 비해 눈에 띄게 적은 참관객들로 비교적 한산한 분위기다. 특히 비즈니스가 아닌 일반 참관객들의 관심을 받아 북적이었던 작년에 비하면 특별한 IT 이슈가 없었던 영향이 아닌가 싶다.

특히 TV 가전 쪽에서는 이렇다할 신제품이 선보이지 않았다. 대부분 작년 혹은 2018 CES 와 같은 제품을 전시한 정도이다. LG디스플레이는 그동안 프라이빗 부스에 숨겨왔던 88인치 8K OLED TV를 부스 전면에 공개하였으며 CSOT은 그동안 여러 차례 컨퍼런스 발표를 통해 공개해왔던 프린팅 기술로 제작한 OLED 디스플레이를 공개했다. 8K OLED TV는 명암비, 선명한 화질, 색감 등 OLED 디스플레이의 장점을 대형화면을 통해 뚜렷이 드러내면서 프리미엄 TV의 모습을 보여주었다. CSOT의 31인치 디스플레이는 그 품질보다 내년 약 20K TV라인 신규 투자를 준비하고 있는 CSOT의 프린팅 OLED 기술개발의 성과를 전시했다는 것에서 그 의미가 있다. 전시한 제품은 옥사이드 tft에 전면 발광 Ink-jet프린팅 기술로 제작하였으며 144 ppi에 피크휘도 150 nit이다.

<88인치 8K OLED TV – LG Display>

<31인치 Ink-jet printed OLED Display – CSOT>

얼마전 공개한 지문인식센서 내장 디스플레이를 채용한 스마트폰X21을 세계최초로 공개한 Vivo는 이번 전시에도 X21모델만으로 부스전시를 진행하였다. 실제 지문등록을 해보니 기존 지문 등록보다 여러 차례에 걸쳐 지문을 인식하였으며 테스트 인식률은 나쁘지 않았으나 홈버튼으로 화면을 여는 것에 비해 응답속도가 조금 늦다는 것을 느낄 수 있었다.

또한, 지난 약 6개월간 다양한 이슈를 만든 아이폰 X의 노치디자인과 비슷한 디스플레이를 대부분의 패널 업체에서 전시하였으며 Vivo와 Oppo 등 세트업체에서도 비슷한 노치디자인의 스마트폰을 공개하였다. 한 패널업체의 관계자에 따르면 디자인에 대한 반응은 긍정적이지 않다고 생각하지만 애플을 따라 제작 했다고 하였으며, 개인적인 의견으로는 Full Screen 디자인을 선호한다고 하였다. 아이폰 X의 실적과 관련한 부정적인 상황에도 불구하고 같은 디자인의 스마트폰들의 공개를 통해 여전히 애플의 시장 영향력이 크다는 것을 보여주고 있었다.

지난해 3분기 Flexible OLED 청두 공장 가동을 시작한 BOE는 플라스틱 기판을 사용해 제작한 다양한 OLED 패널을 전시하였다. 특히, 한 전시관계자는 전세계에서 플라스틱 기판을 사용한 Flexible OLED 패널을 양산할 수 있는 곳은 삼성디스플레이와 BOE 밖에 없다고 전하며 자신감을 내비쳤다.

LG Display, showing next generation OLED technology at ‘CITE 2018’

April 10, 2018/in Exhibition /by OLEDNET

LG Display is showing OLEDs applied to various applications in the ‘China Information Technology Expo 2018’ held in Shenzhen, Guangdong, China from April 9 to 11, 2018.

CITE is the largest information/electronic exhibition in Asia hosted by China’s Ministry of Communications and the local government of Shenzhen, held every year recording more than 1,500 exhibitors participating and about 160,000 visitors attending.

Based on the slogan ‘OLED is already in the spotlight’, LG Display is demonstrating not only picture quality, but also the possibilities of OLED products in terms of application range and design.

OLED is widely regarded as the best display in the world in terms of brightness, color accuracy and viewing angle. In particular, large area OLED, has gained popularity in the premium market, which LG Display has developed uniquely and meets various consumer needs with different image quality and new design potential.

LG Display exhibited the world’s first 88-inch 8K OLED, which was unveiled earlier this year, attracting visitors. It is the largest of all existing OLED TV products and delivers four times (7680×4320 resolution) sharper picture quality than UHD (3840×2160 resolution). OLED is a self-luminous display, and is easy to realize high resolution 8K since there is no brightness drop due to the reduction of the aperture ratio. With LG Display’s innovative process/design and compensation technology added, OLEDs are expected to lead the ultra-large/ultra-high-definition market by realizing true 8K.

LG Display also exhibited the 65-inch CSO (Crystal Sound OLED) with speakers, and won the CITE 2018 Technology Innovation Gold Award for the most innovative products. It is an innovative product that makes the sound system internal to the panel, bringing sound directly from the screen. Instead of listening to the sound coming from separate speakers, it matches the position of the screen and sound, maximizing the sense of presence and immersion.

<65 inch CSO (Crystal Sound OLED), source: LG Display>

In addition, it introduces various application possibilities while showcasing a 77-inch UHD wallpapers OLED, which can be closely adhered to the wall to enhance the interior effect of the living room, and a round shaped pillar product consisting of six 77-inch UHD OLEDs.

Meanwhile, LG Display showed OLED lighting in China for the first time in this exhibition. OLED lighting is environmentally friendly because it consumes less power and heat than conventional lightings, and is a premium light source that minimizes eye fatigue by being close to natural light. It is free to implement curved surfaces like OLED displays, and provide consistent light as a unique surface light source. OLED lighting panels are available in various shapes: circular, square, rectangular, and others.

Saying “OLEDs with the potential to expand into a variety of applications will provide differentiated value to consumers,” Yeo Sang-Duk, CMO (chief marketing officer) of LG Display commented “We will continue to lead the OLED market with Chinese customers in the Chinese market where the acceptance of new technologies and new products is the fastest in the world.”

According to the ‘2018 OLED Display Annual Industry Report’ published by UBI Research in February, the OLED market is predicted to grow at an annual average of 22% from US$35.7 billion in 2018 to US$ 78.2 billion in 2022.

LG디스플레이,‘CITE 2018’서 차세대 OLED 기술력 과시

April 9, 2018/in 미분류 /by OLEDNET

LG디스플레이가 4월 9일부터 11일까지 중국 광둥성 선전에서 열리는 ‘제6회 중국정보기술엑스포(China Information Technology Expo) 2018’에 참가, 다양한 어플리케이션에 적용된 OLED를 선보인다.

올해로 6회째를 맞는 ‘CITE 2018’은 중국 공신부와 선전 지방정부가 주최하는 아시아 최대 정보/전자 전시회로, 매년 1,600여 업체가 참여하고 16만명의 방문객이 참관한다.

LG디스플레이는 ‘OLED가 이미 대세다’라는 슬로건을 바탕으로 화질뿐만 아니라 응용 범위와 디자인 측면에서도 가능성이 무궁무진한 OLED 제품을 전시한다.

OLED는 명암, 색정확도, 시야각 등 다방면에서 현존 최강 디스플레이로 평가 받고 있으며, 특히 LG디스플레이가 독보적으로 개발하고 있는 대형 OLED는 차원이 다른 화질과 새로운 디자인 잠재력으로 소비자의 다양한 니즈에 부합하며 프리미엄 시장에서 높은 인기를 얻고 있다.

LG디스플레이는 올해 초 공개한 세계 최초의 88인치 8K OLED를 전시해 관람객의 눈길을 끌었다. 이 제품은 현존하는 OLED TV 제품 중 가장 큰 사이즈로, UHD(3840×2160 해상도) 보다 4배(7680×4320 해상도) 더 선명한 화질을 구현한다. OLED는 자발광 디스플레이로서 개구율 감소로 인한 휘도 저하가 없기 때문에 8K 초고해상도 구현이 용이하다. 여기에 LG디스플레이만의 혁신적인 공정/설계 및 보상 기술이 더해져 진정한 8K을 구현함으로써 OLED가 초대형/초고해상도 시장을 지속적으로 선도할 것으로 기대된다.

<세계 최초의 8K OLED TV, 출처: LG디스플레이>

LG디스플레이는 스피커 기능을 탑재한 65인치 CSO(Crystal Sound OLED)도 전시해 가장 혁신적인 기술을 선보인 제품에게 주는 ‘CITE 2018 기술혁신 금상’을 수상했다. 이 제품은 사운드 시스템을 패널에 내재화해 화면에서 사운드가 직접 나오게 만든 혁신적인 제품이다. 별도의 스피커에서 나오는 소리를 듣는 것이 아니라 화면과 소리의 위치가 일치하기 때문에 현장감과 몰입도를 극대화 해준다.

<65인치 CSO(Crystal Sound OLED), 출처: LG디스플레이>

이 밖에도, 벽과 완전히 밀착시켜 거실의 인테리어 효과를 높일 수 있는 77인치 UHD 월페이퍼 OLED와 77인치 UHD OLED 6장으로 구성한 둥근 형태의 필라(Pillar, 기둥) 제품을 선보이며 OLED의 다양한 활용 가능성을 제시한다.

한편, 이번 전시회에서 LG디스플레이는 중국에서 최초로 OLED 조명을 선보였다. OLED 조명은 기존 광원보다 전력 소모와 발열이 적어 환경친화적이며, 자연광에 가까워 눈의 피로도를 최소화 시켜주는 프리미엄 광원이다. OLED 디스플레이와 같이 곡면 구현이 자유로울 뿐만 아니라 유일한 면광원으로 균일한 빛을 제공하며 광원 자체를 원형, 사각형 등 다양한 형태로 만들 수 있다.

LG디스플레이 여상덕 CMO(최고 마케팅 책임자)는 “다양한 어플리케이션으로 확장할 수 있는 잠재력을 가진 OLED가 소비자에게 차별화 된 가치를 제공할 것”이라며, “특히, 신기술과 신제품에 대한 수용도가 세계에서 가장 빠른 중국 시장에서 중국 고객과 함께 OLED 시장을 지속적으로 선도해 나갈 것”이라고 말했다.

한편, 유비리서치는 지난 2월 발간한 ‘2018 OLED Display 연간 산업 보고서’를 통해, OLED 시장은 2018년 357억 달러로 연평균 22%성장하여 2022년에는 782억 달러의 규모를 형성할 것이라 전망했다.

Flexible, started to be used in the OLED lighting market

March 23, 2018/in 미분류 /by OLEDNET

The trend toward flexible design is on the rise in the OLED lighting market, too.

At Light + Building 2018, not only LG Display but also OLEDWorks and Sumitomo Chemical exhibited flexible OLED lightings, highlighting their differentiations from LED lightings.

In particular, OLEDWorks and Sumitomo Chemical attracted a lot of attention from the audience by introducing their flexible OLED panels respectively.

OLED Works released a flexible OLED panel “Brite 3 FL300C” with thin glass. The specifications are 10,000 hours (life time) and 57 lm/W @ 8,300 cd/m2 or 50,000 hours and 63 lm/W @ 3,000 cd / m2.

Sumitomo Chemical’s flexible OLED panel was fabricated through solution process on a PI substrate, with the life time of about 20,000 hours and 50 lm/W @ 1,500 cd/m2 and is.

The two flexible OLED lighting panels introduced by the two companies, which are prototypes, are similar to the performance of LG Display’s flexible lighting OLED panel, which is currently in production, with 55 lm/W and life time of 30,000 hours. When these two companies start mass production of flexible OLEDs, it is expected to make a big change in the market of flexible OLED lighting panels.

Meanwhile, LG Display, the leader in the OLED lighting market, launched the OLED lighting brand “Luflex” last December. At Light + Building 2018, LG Display exhibited various designs of lightings that can be implemented with flexible OLED lighting panels, which attracted the biggest attention of the fair attendants. Six award-winning products of the LG OLED Design Competition 2017 were exhibited, and there were many comments that the lightings are distinguished from LED lightings by maximizing the advantages of flexible OLED lighting.

OLED lighting 시장에서도 flexible 본격화

March 22, 2018/in 미분류 /by OLEDNET

OLED lighting 시장에서도 flexible 디자인으로의 추세가 본격화 되고 있다.

Light+Building 2018에서는 LG Display 뿐만 아니라 OLEDWorks와 Sumitomo Chemical에서도 flexible OLED lighting을 전시하며 LED 조명들과의 차별화를 부각시켰다.

특히 OLEDWorks와 Sumitomo Chemical은 flexible OLED panel을 최초로 공개해서 관람객들의 큰 이목을 끌었다.

OLED Works는 thin glass를 적용한 flexible OLED panel “Brite 3 FL300C”를 공개했다. 스펙은 1만시간과 57 lm/W@8,300 cd/m2 또는 5만시간과 63 lm/W@3,000 cd/m2 이다.

Sumitomo Chemical에서 공개한 flexible OLED panel은 PI 기판을 이용하고 solution process로 제작되었으며, 효율은 50 lm/W@1,500 cd/m2 수명은 약 2만시간 수준이다.

두 업체에서 공개한 flexible OLED lighting panel은 프로토타입으로 현재 양산을 진행중인 LG Display의 flexible lighting OLED panel의 성능인 55 lm/W, 3만시간과 비슷한 수준이다. 이 두 업체에서 flexible OLED 양산을 시작하게 된다면 flexible OLED lighting panel 시장에 큰 변화를 일으킬 것으로 기대된다.

한편 OLED lighting 시장에서 선두를 달리고 있는 LG Display는 지난해 12월 OLED lighting 브랜드인 “Luflex”를 런칭한 이 후 첫 전시회인 Light+Building 2018에서 flexible OLED lighting으로 구현할 수 있는 다양한 디자인의 조명을 전시하여 관람객 들의 큰 이목을 끌었다. LG OLED Design Competition 2017의 수상작 6종류가 전시되었으며 flexible OLED lighting의 장점을 극대화 한 디자인으로 LED 조명과의 차별화가 돋보였다는 평들이 주를 이루었다.

Google-LG Display to show OLED for 1443ppi VR device for the first time in the world

March 19, 2018/in Exhibition /by OLEDNET

Google and LG Display are planned to unveil OLED displays for ultra-high-resolution VR devices with the world’s first 1443 ppi at SID 2018 in Los Angeles in May.

According to the Verge, the OLED for VR devices released at SID 2018 has a resolution of 5657 x 3182 (1443 ppi) with 4.3 inches in size.

The resolution is 2.4 times higher than Samsung Electronics’ Odyssey (model no. XQ800ZAA-HC1KR), which is currently known to have the highest resolution of 1400 x 1600 (607ppi), among VR devices supporting HMD. Also, it is about 1.9 times higher than the OLED for VR devices (1824 x 1824, 806 ppi) displayed at iMiD 2017 in August, 2017.

Since the distance between the eyes and the display is very short, a VR device has a ‘side door effect’ phenomenon in which the pixel patterns of the display are shown in a lattice form when the resolution is low. In addition, low resolution increases the fatigue of eyes, and it becomes a factor that deteriorates reality due to inaccurate graphic information (image distortion). Accordingly, the related companies are developing panels for VR devices with high resolution that can compensate them.

OLEDs for VR devices to be exhibited by Google and LG Display are the best in the world at the refresh rate (120Hz), too.

Higher refresh rates can display more screen frames within the same time period to minimize the nausea phenomenon and increase immersion by showing more natural images. Accordingly, Oculus VR, HTC, and Korea Information and Communications Technology Association have prescribed the refresh rate of the VR display as 90 Hz or more, and SONY defined as 120 Hz.

According to the ‘Display Market Report for AR and VR’ published by UBI Research in July 2017, the VR devices launched from 2014 to 2016 have a refresh rate of about 65 Hz for LCDs and about 86 Hz for OLEDs. In order to implement a high refresh rate, OLEDs with higher response speeds and lower power consumption than LCDs are more advantageous.

‘Light & Building’에서 CSO조명 세계 최초 공개

March 19, 2018/in 미분류 /by OLEDNET

LG디스플레이가 3월 18일부터 23일까지(현지시간) 독일 프랑크프루트에서 열리는 세계 최대 조명·건축전시회인 ‘Light & Building 2018’ 에 참가, 혁신적인 디자인의 OLED 조명 제품과 신기술을 선보인다.

LG디스플레이는 이번 전시회에서 세계 최초로 크리스탈 사운드 올레드(Crystal Sound OLED, CSO)의 기술을 조명에 적용하여 스피커처럼 소리가 나는 ‘CSO조명’을 선보인다. CSO 기술은 OLED패널을 진동판으로 이용하여 패널이 직접 떨리며 소리 내는 기술로 OLED TV에 적용되어 프리미엄 TV시장에서 혁신적인 기술로 인정받고 있다.

이번 전시회를 담당하고 있는 LG디스플레이 OLED 조명 영업/마케팅 여준호 실장은, “CSO 조명은 별도의 스피커를 설치하지 않아도 조명에서 새소리나 물 흐르는 소리가 나게 할 수 있어 박물관이나 체험존에 설치할 경우 마치 숲 속에 들어와 있는 듯한 생생한 경험을 제공할 수 있다.”며, “건물 화재/재난 경보시스템이나 커피숍과 같은 매장에서도 스피커 대용으로 활용할 수 있는 LG디스플레이만의 혁신기술이 적용된 제품”이라고 말했다.

LG디스플레이는 이외에도 OLED 조명기술이 접목된 블라인드 및 벽지 등을 이번 전시회에서 새롭게 선보인다. 또한 플렉시블 투명 선반과 최근 레드닷(Red Dot)과 협업한 디자인 공모전 수상작을 통해 얇고 가벼운 OLED조명이 구현하는 세련된 실내 인테리어의 세계를 구현한다. 나아가 자동차 후미등 등 다양한 형태의 어플리케이션을 통해 유일한 면광원인 OLED가 표현하는 은은하고 균일한 빛으로 제품의 고급감을 부각시켜 OLED조명의 다양한 적용 가능성을 제시할 예정이다.

LG디스플레이는 연세대 세브란스 안과병원과 함께 OLED광원이 기존광원에 대비해 눈 건강에 상대적으로 덜 유해하다는 연구를 지난해부터 추진하였다. 그 결과, 세포파괴의 원인 물질인 활성산소(Reactive Oxygen Species, ROS)의 OLED 광원 발현량이 기존광원 대비 현저히 낮은 것으로 나타났다. LG디스플레이와 세브란스 안과병원은 이번 연구결과를 전시회 기간 중 세미나를 통해 발표할 계획이다.

LG디스플레이 OLED 조명사업담당 박성수 상무는, “OLED조명은 발열이 적어 환경친화적이며 자연광에 가까워 눈의 피로도를 최소화 시켜주는 프리미엄 광원” 이라며, “LG디스플레이가 가지고 있는 독보적인 OLED 기술력을 바탕으로 다양한 디자인의 프리미엄 OLED 조명 제품을 선보이며 세계 조명 시장을 선도해 나갈 것”이라고 밝혔다.

또한, LG디스플레이는 2017년 12월 국내에서 공개한 OLED 조명의 근본적인 가치에 초점을 맞춘 대표 브랜드, ‘Luflex(루플렉스)’를 이번 전시회에서 별도의 부스를 마련해 유럽시장에 처음으로 공개한다.

한편. 유비리서치가 2017년 9월 발간한 ‘2017 OLED Lighting Annual Report’에 따르면, 전세계 OLED 조명 패널 시장은 2020년부터 크게 성장해 오는 2021년에는 약 19억 달러의 규모를 형성할 것으로 전망된다. 또한 2017년부터 2025년까지 연평균 85%의 성장률을 보이며 2025년에는 58억 달러의 규모를 형성할 것으로 예상된다.

<LG디스플레이가 세계 최초로 공개한 크리스탈 사운드 올레드(CSO) 기술이 적용된 조명제품>

OLED TV continuing to evolve

March 16, 2018/in Exhibition, Set /by OLEDNET

At the ‘4th 2018 OLED Korea Conference’ hosted by UBI research on March 7-8, Dr. Han Chang-Wook, Chief Research Fellow of LG Display, made a presentation for the development process of OLED TVs and emphasized the image quality of OLED, design flexibility and expandability.

At first, Dr. Han introduced three core technologies including TFT technology, OLED stack technology, and compensation circuit design applied to OLED TVs. He said, “We changed the TFT as top gate coplanar structure for UHD implementation in bottom gate TFT applied to FHD.” He also mentioned “We changed the WRGB OLED pixel structure from 2 stack structure to 3 stack structure to improve the luminance and color reproduction ratio, and designed the compensation circuit so that it does not affect the OLED even on 8K large screen.”

He commented, “Unlike LCDs that control pixels with local dimming, OLEDs have pixel dimming controls, which allows for full black representation and less halo effects”

Explaining that OLED allows greater design flexibility and expandability because of the self-illuminating properties that does not require backlight, he referred to the mirror display and transparent display applicable to indoors, and the world’s first 88 inch 8K OLED TV and 65 inch rollable OLED TV exhibited at CES 2018.

Dr. Han said “We expect large OLED panel production to be tripled, compared to 2016, with the expansion of production lines and yield improvement in 2018. In addition, the company will be able to ship over 6 million large area OLED panels by 2020 through the expansion of its Paju and Guangzhou plants.” He also announced that the company will increase continuously the production for OLED panels, which were 5% of the total display panels in 2016, by 40% by 2020.

Google-LG Display, 세계 최초 1443ppi VR기기용 OLED 공개예정

March 16, 2018/in 미분류 /by OLEDNET

Google과 LG Display는 오는 5월 미국 로스앤젤레스에서 열리는 SID 2018에서 세계 최초 1443ppi를 갖는 초고해상도 VR기기용 OLED 디스플레이를 공개할 예정이다.

<Google과 LG Display가 공개예정인 VR기기용 OLED, 출처: 안드로이드폴리스>

The verge에 따르면, SID 2018에서 공개되는 VR기기용 OLED는 4.3 inch로 5657 x 3182(1443ppi)의 해상도를 가진다.

이는 현재 HMD를 지원하는 VR기기중 가장 우수한 해상도 1400 x 1600(607ppi)를 가지는 것으로 알려진 Samsung Electronics의 Odyssey(model no. XQ800ZAA-HC1KR)보다 약 2.4배 높은 수치이다.뿐만 아니라, Samsung Electronics가 2017년 8월 iMiD 2017에서 전시한 VR기기용 OLED(1824 x 1824, 806ppi)보다도 해상도가 약 1.9배 높다.

VR기기는 눈과 디스플레이 사이의 거리가 매우 짧기 때문에, 해상도가 낮으면 디스플레이의 픽셀 무늬들이 격자 형태로 보이는 ‘모기장(Side door effect)’ 현상이 나타난다. 또한, 저해상도는 눈의 피로를 가중시키며, 부정확한 그래픽 정보(영상왜곡)로 인해 현실성을 떨어트리는 요인이 된다. 이에 따라 업체에서는 이를 보상할 수 있는 고해상도를 가지는 VR기기용 panel을 개발하고 있다.

<해상도에 따른 VR화면 비교, 출처: speedvr.co.uk>

Google과 LG Display가 전시할 VR기기용 OLED는 주사율(120Hz)에서도 세계 최초이다.

주사율이 높을수록 동일 시간안에 더 많은 화면 프레임을 표시해 멀미 현상을 최소화 할 수 있고, 좀 더 실제에 가까운 자연스런 영상을 보여줘 몰입감을 증가시킨다. 이에 따라, Oculus VR과 HTC, 한국정보통신기술협회는 VR용 디스플레이의 주사율 기준을 90Hz 이상으로, SONY는 120Hz로 규정한 바 있다.

또한, 유비리서치는 2017년 7월 발간한 ‘AR과 VR용 디스플레이 시장 보고서’를 통해 2014년부터 2016년까지 출시된 VR기기의 주사율은 LCD는 약 65Hz, OLED 은 약 86Hz 수준이며, 높은 주사율을 구현하기 위해서는 LCD에 비해 높은 응답속도와 낮은 전력소모를 가지는 OLED가 더 유리하다고 설명하였다.

진화를 거듭하고 있는 OLED TV

March 15, 2018/in 미분류 /by OLEDNET

3월 7일 유비리서치가 주최한 ‘2018 OLED 코리아 컨퍼런스’에서 LG Display의 한창욱 수석연구위원은 OLED TV의 발전 과정을 소개하며 OLED의 화질(image quality)과 디자인 유연성(design flexibility), 확장성(expandability)을 강조하였다.

먼저 한 수석연구원은 OLED TV에 적용 된 TFT 기술과 OLED stack 기술, 보상회로 설계 등 3가지 핵심 기술들을 소개하였다. 한 수석연구원은 “FHD에 적용 된 bottom gate TFT에서 UHD 구현을 위해 top gate coplanar 구조로 TFT를 변경하였다”고 설명하였으며, “휘도와 색재현율 향상을 위해 2 stack 구조에서 3 stack 구조로 WRGB OLED 화소 구조를 변경하였으며 8K 대형 화면에서도 OLED에 영향이 없도록 보상 회로를 설계하였다”고 밝혔다.

이어서 한 수석연구원은 OLED의 최대 장점으로 “local dimming으로 화소를 제어하는 LCD와 다르게 OLED는 pixel dimming으로 화소를 제어하기 때문에 완벽한 블랙 표현이 가능하고 윤곽선 주변이 빛나보이는 halo effect가 적다”고 강조했다.

또한, OLED는 back light가 필요 없는 자발광 디스플레이기 때문에 디자인 구현과 확장성이 가능하다고 설명했다. 그 예로 실내에서 적용 가능 한 mirror display와 transparent display를 언급했으며 CES 2018에서 선보인 세계 최초의 88 inch 8K OLED TV와 65 inch rollable OLED TV를 언급하였다.

한편, 한창욱 수석연구원은 “2018년에는 생산라인 확대와 수율 개선을 통해 대형 OLED 패널 생산량이 2016년보다 3배 수준으로 늘어날 것으로 예상된다. 또한 파주와 광저우 공장 증설을 통해 2020년에는 600만장 이상의 대형 OLED 패널 출하가 가능할 것”이라 밝혔다. 또한, 2016년 전체 디스플레이의 5% 수준이었던 OLED 패널 생산량을 2020년까지 40% 이상 끌어올리겠다고 밝혔다.

AMOLED Display Market track – Investment & MP Line Status, just published

January 24, 2018/in Market /by OLEDNET

According to the investment trend data from AMOLED Display Market Track published by UBI research, the net area capacity of AMOLED production worldwide is expected to grow at a CAGR of 48% from 2018 to 2020.

As a result of analyzing the glass area based on the overall equipment capacity, the net area capacity of AMOLED mass production was 13 million square meters in 2017, and it is expected to grow more than three times to 40 million square meters in 2020.

The net area capacity of AMOLED mass production area is projected to grow from 4 million square meters in 2017 to 8.4 million square meters in 2020, and that of small and medium-sized AMOLED is to be increased about 3.5 times from 9.1 million square meters in 2017 to 32 million square meters in 2020.

Analysis shows that LG Display’s net area capacity will be increased by 6.9 million square meters from 2018 to 2020, followed by Samsung Display with 5.8 million square meters increase and BOE with 4.4 million square meters increase.

On the other hand, when compared to the net area capacity for small and medium-sized AMOLED, Samsung Display is expected to increase by 5.8 million square meters, with the largest investment, followed by BOE of 4 million square meters’ increase and LG Display of 2.9 million square meters increase.

According to Lee Choong Hoon, CEO of UBI Research, LG Display’s AMOLED mass production line investment in China will lead LGD to more than double BOE’s AMOLED production capacity in terms of net area capacity in 2020, however, BOE is expected to overtake LG Display at small and medium-sized panel capacity in 2019.

AMOLED Display Market Track consists of investment data, market performance, market forecast, ASP, cost analysis, competitiveness analysis and so on. The investment data in this report contains details of the investment history of the panel companies, current status, and investment prospects for the next three years. Also, the useful data and graphs analyzed in various aspects are provided in excel format.

AMOLED Display Market track – Investment & MP Line Status 발간

January 24, 2018/in 미분류 /by OLEDNET

유비리서치에서 발간한 AMOLED Display Market Track의 투자 동향 데이터에 따르면 전세계 AMOLED 생산 가능 면적은 2018년부터 2020년까지 연평균 48%로 성장할 전망이다.

장비 capa에 따른 glass 면적을 분석한 결과, 2017년 AMOLED의 양산 가능 면적은 1,300만 ㎡ 이었지만 2020년에는 약 3배 이상 증가한 4,000만 ㎡가 될 전망이다.

대면적 AMOLED 양산 가능 면적은 2017년 400만 ㎡에서 2020년 840만 ㎡로 약 2배 가량 증가 하며, 중소형 AMOLED 양산 가능 면적은 2017년 910만 ㎡에서 2020년 3,200만 ㎡로 약 3.5배 증가할 것으로 전망된다.

업체별로는 LG디스플레이가 2018년부터 2020년까지 전체 AMOLED 양산 가능 면적이 690만 ㎡ 증가하여 가장 높은 증가세를 보였으며, 뒤이어 삼성디스플레이가 580만 ㎡, BOE가 440만 ㎡ 증가할 것으로 분석 됐다.

한편, 중소형 AMOLED 양산 가능 면적만 비교해보면 삼성디스플레이가 580만 ㎡ 증가하여 투자가 가장 많을 전망이며, 뒤이어 BOE가 400만 ㎡, LG디스플레이가 290만 ㎡ 증가할 것으로 분석 됐다.

<업체별 중소형 AMOLED 양산 가능 면적>

유비리서치 이충훈 대표에 따르면 LG디스플레이의 중국 대면적 AMOLED 양산라인 투자로 2020년 전체 AMOLED 생산 가능 면적에서는 LG디스플레이가 BOE 대비 2배 이상 앞선다. 하지만 중소형에서는 생산 가능 면적에서 2019년부터 BOE가 LG디스플레이를 추월할 전망이다.

AMOLED Display Market Track은 investment data, market performance, market forecast, ASP, cost analysis, competitiveness analysis 등으로 구성되어 있다. 이번에 발간한 investment data에는 업체들의 투자 히스토리와 현 상황, 3년 후의 투자 전망에 대한 부분을 라인별로 상세히 담고 있으며, 다양한 측면에서 분석한 data와 그래프를 엑셀 형태로 제공한다.

LG Display, exceeding 2 trillion KRW of the annual operating profit of in 2017

January 23, 2018/in 미분류 /by OLEDNET

LG Display announced through the conference call for the 4^th quarter of 2017 that it hit the sales record of 27.7902 trillion won with the operating profit of 2.461 trillion KRW in 2017, which means 4.9 percent increase in revenue and 87.7 percent increase in operating profit compared to the previous year. This is the first time that LG Display has exceeded 2 trillion KRW of the annual operating profit.

LG Display reported the revenue in the 4^th quarter of 2017 was recorded as 7.1261 trillion KRW and operating profit as 44,476 million KRW. The revenue was increased by 2% to the previous quarter but decreased by 10.2% to the previous year. Although the operating profit was decreased by 92% to the previous quarter, and by 95.1% to the previous year, LG Display made the operating profit successfully in the black for 23 consecutive quarters.

The decrease in operating profit in the 4^th quarter is due to several reasons such as the overall decrease in price of display and strengthened KRW currency at the end of last year, product development cost to prepare for OLED business expansion in 2018, promotion costs and some one-off expenses, all of which are said to be settled down in the 1^st quarter of this year.

LG Display plans to invest 9 trillion KRW by 2020 in large and small/ medium-sized OLEDs, and to accelerate the transition to OLED by implementing new technologies for OLED and oxide technologies. The 8G OLED investment in Guangzhou, China, has been postponed for three months for delayed government approval, but soon will be back on the right track in the second half of 2019.

TV OLED panels are expected to ship 250,000 to 2.8 million units in 2018 while 1.7 million units in 2017. LG Display is reported to strive to defend the price with valuable products offered to the market consumers as the market demand to supply still lacks. This year, securing profitability is the highest priority in the organization as well as maintaining ASP at the average annual level.

“As confirmed by CES 2018, the adoption of OLED panels has increased, and the market demand for OLED TVs will be steeply increased such as wall-paper, crystal sound OLED (CSO), and roll-able products,” stressed Sang-Don Kim, vice president of chief financial officer. ”

As for small and medium-sized OLEDs, the 6th generation plant E5 in Gumi is increasing productivity by stabilizing mass production while the 6th generation E6 in Paju is preparing for mass production in the third quarter of this year. LG Display will secure the competitiveness of smart phone and prepare for the future by preempting the next generation products such as foldable. Further expansion of the POLED facilities investment will proceed according to the market situation and customer demand.

Meanwhile, in term of the share of sales by product based on the revenue in the 4^th quarter of 2017, TV panel account for the largest portion as 40%, followed by mobile panel 28%, notebook and tablet 18% and monitor panel 14%, respectively.

LG 디스플레이, 2017년 연간 영업이익 2조원 돌파

January 23, 2018/in 미분류 /by OLEDNET

LG 디스플레이는 23일 진행된 2017년 4분기 실적 컨퍼런스콜을 통해 2017년 매출은 27조 7,902억원, 영업이익 2조 4,616억원을 기록했으며, 매출은 전년 대비 4.9%, 영업이익은 87.7% 증가했다고 밝혔다. LG 디스플레이가 연간 영업이익 2조원을 돌파한 것은 이번이 처음이다.

2017년 4분기 매출은 7조 1,261억원, 영업이익은 444억 7,600만원을 기록했다고 밝혔다. 매출은 전분기 대비 2% 증가했으나, 전년 동기 대비 10.2% 감소했다. 영업이익은 전분기 대비 92%, 전년 동기 대비 95.1% 감소했지만 23분기 연속 영업이익 흑자에 성공했다.

4분기 영업이익 감소는 지난해 말 전반적인 판가 하락과 원화 강세, 2018년 OLED 사업 확대 준비를 위한 신규 고객향 제품 대응 개발, 프로모션 비용, 일부 일회성 비용 등이 증가한 것이며, 이는 올해 1분기 말에 안정될 것이라고 전했다.

LG 디스플레이는 2020년까지 대형 및 중소형 OLED 중심으로 9조원 규모를 투자할 계획이며, OLED와 oxide 등 미래를 위한 신기술에 집행하여 OLED로의 사업 전환을 가속화할 계획이라고 밝혔다. 중국 광저우의 8세대 OLED 투자는 정부 승인 지연으로 계획보다 3개월 연기되었지만, 2019년 하반기에 차질없이 가동하도록 노력할 것이라고 밝혔다.

TV용 OLED 패널은 2017년 170만대에서 2018년에는 250~280만대의 출하를 기대하고 있으며, 고객의 수요 대비 공급이 여전히 부족하기 때문에 고객에게 가치를 주는 제품으로 가격을 방어하는 노력을 기울일 것이라고 밝혔다. 올해는 수익성을 확보하는 것이 내부 우선순위 목표이며, ASP를 예년 수준으로 유지하도록 노력하겠다고 덧붙였다.

김상돈 최고재무책임자(CFO) 부사장은 “이번 CES 2018을 통해 확인되었듯이 OLED 패널 채용이 증가하였으며, 워페이퍼(wall-paper), 크리스탈 사운드 OLED(CSO), 롤러블(rollable) 등 OLED TV에 대한 수요가 가파르게 증가할 것”이라고 강조했다.

중소형 OLED는 구미의 6세대 E5 공장은 양산을 안정화 시켜 생산력을 더욱 높이고, 파주의 6세대 E6는 올해 3분기 양산을 목표로 준비하고 있다. 스마트폰 경쟁력을 확보하고 foldable 등 차세대 제품을 선점하여 미래를 대비할 것이며, 추가적인 POLED 설비 투자 확장은 시장 상황과 고객 수요에 따라 적기에 진행할 것이라고 덧붙였다.

한편, 2017년 4분기 매출액 기준 제품별 판매 비중은 TV용 패널이 40%, 모바일용 패널이 28%, 노트북 및 태블릿용 패널이 18%, 모니터용 패널이 14%를 차지한 것으로 나타났다.

At the 10th CAR-ELE JAPAN, Many Companies Unveiled Automotive OLED Display and Lighting

January 22, 2018/in Exhibition /by Hana Oh

By Hana Oh (hanaoh@ubiresearch.com)

OLED display and lighting are expected to become increasingly applied to the interior and exterior of automobiles.

At CES 2018, Samsung Electronics introduced the OLED-applied dashboard. LG Electronics unveiled the center fascia with 14-inch OLED, and OLED set makers continue to exhibit their OLED applications for automobiles.

At the 10th CAR-ELE JAPAN held in TOKYO BIG SIGHT(Tokyo International Exhibition Center) on 17th, several companies including Tianma and Truly exhibited automotive OLED displays and lighting.

Tianma exhibited 4.2-inch, 5.46-inch and 5.99-inch OLED panels. The 5.99-inch OLED was a full-screen OLED, and the company official said “The full screen will be applied not only to mobile devices but also to automobiles such as CIDs and navigation systems due to the nature of automotive displays sensitive to visual impacts.” It is said they produced the OLED Panel with high luminance, including 5.46-inch and 4.2-inch OLED with luminance of 650 cd/m2, ensuring good high visibility under sunlight. In addition, they announced that they will manufacture unbreakable flexible type of OLED even though the exhibited OLEDs were all rigid type.

<Tianma’s Automotive OLED Panel>

Truly exhibited 5.5-inch OLED panel. The company’s official mentioned that although they can not disclose detailed specifications, it should be further developed in terms of reliability for the application to the current automotive displays. In addition, they announced that automotive potentials such as autonomous vehicles are so huge that the importance of displays that can provide visual information will become even more important, and therefore they will invest in it.

Lastly, Nippon Electric Glass introduced OLED lighting which was created in collaboration with OLEDWorks. “This was created as interior lights and taillights for vehicles.” and “The OLED lighting substrate uses IEL(internal extraction layer) to improve more efficiency when applied to indoor lights, and better visibility when applied to taillights,” explained the company’s official.”

Meanwhile, in relation to OLED lighting, OLED light source companies such as LG Display and Osram supplied the OLED lights for tail lights to finished car makers such as Mercedes-Benz and BMW. In particular, it is expected to start the OLED lighting market in earnest, for example LG Display’s announcement of full-scale operation of the Gen5 OLED light source production line in December.

제 10회 CAR-ELE JAPAN에서 다수의 업체들이 자동차용 OLED 디스플레이와 조명을 전시

January 19, 2018/in 미분류 /by OLEDNET

By Hana Oh (hanaoh@ubiresearch.com)

OLED 디스플레이와 조명은 자동차 실내외에 더욱 더 적용 될 것으로 예상된다.

지난 CES 2018에서 Samsung Electronics는 OLED가 적용 된 계기판을 선보였으며 LG Electronics는 14 inch대의 OLED가 적용 된 센터페시아를 공개하는 등, OLED 세트 업체들의 자동차용 OLED 어플리케이션 전시는 지속적으로 이루어 지고 있다.

17일 일본 도쿄 빅사이트에서 개최 된 제 10회 CAR-ELE JAPAN에서도 Tianma와 Truly등 다수의 업체들이 자동차용 OLED 디스플레이와 조명을 전시하였다.

Tianma는 4.2 inch와 5.46 inch, 5.99 inch OLED 패널을 전시하였다. 5.99 inch OLED는 full screen 형태의 OLED로써, 업체 관계자는 “시각적 영향을 많이 받는 자동차용 디스플레이 특성 상 full screen은 모바일 기기 뿐만 아니라 CID와 네비게이션 등 자동차 내부에도 적용 될 것”이라 밝혔다. 5.46 inch와 4.2 inch OLED 패널의 휘도는 650 cd/m²로, 햇빛 아래에서도 야외시인성이 좋아야 하기 때문에 높은 휘도의 OLED 패널을 제작하였다고 업체 관계자는 언급했다. 또한, 전시 된 OLED는 모두 rigid type 이지만 깨지지 않는 flexible type의 OLED도 제작 할 것임을 밝혔다.

<Tianma에서 제작 한 automotive용 OLED 패널>

Truly는 5.5 inch OLED 패널을 전시하였다. 업체 관계자는 자세한 사양을 공개할 수는 없지만 현재 자동차용 디스플레이에 적용 되기엔 신뢰성 측면에서 좀 더 발전되어야 함을 언급하였다. 이어서, 자율주행자동차 등 자동차가 발전 할 요소가 많은 만큼 시각적 정보를 제공할 수 있는 디스플레이의 중요성도 더욱 더 부각 될 것이기에 이를 위한 투자도 진행 될 것이라 밝혔다.

마지막으로 Nippon Electric Glass는 OLEDWorks와 협업하여 제작 된 OLED 조명을 선보였다. 업체관계자는 “자동차 실내 조명과 후미등용으로 제작 되었다”고 설명하며, “OLED 조명의 기판을 IEL(internal extraction layer)로 사용함으로써 실내 조명에 적용 시 더욱 더 효율이 향상되고 후미등에 적용 시 시인성이 향상되는 효과가 있다”라고 밝혔다.

한편, OLED 조명은 LG Display와 Osram 등 OLED 광원 업체들이 Mercedes-Benz와 BMW 등의 완성차 업체에 tail light용 OLED 조명을 납품한 바 있으며, 특히 LG Display는 지난 12월 Gen5 OLED 광원 양산라인의 본격 가동을 알리는 등 OLED 조명의 본격적인 시장 개화가 기대되고 있다.

LG Display to Showcase Next-Generation OLED Products at CES 2018

January 9, 2018/in Exhibition /by OLEDNET

LG Display will showcase its distinctive technologies during the ‘Consumer Electronics Show (CES) 2018’ exhibition held in Las Vegas from January 9^th to 12^th, and aggressively engage in marketing.

In this exhibition, LG Display displays distinctive OLED products in various aspects such as image quality, application range and design for customers to directly experience the value of OLED.

LG Display unveils products that have realized unique and distinctive values of OLED, such as 65 inch UHD rollable display and 55-inch transparent display.

In particular, the 65 inch UHD rollable display proposes the future of display, offering a new look and experience. It is a rollable display with 65 inch ultra-high resolution (UHD, 3,840 x 2,160). When not in use of the display, the screen can be rolled in to be hidden away to increase space utilization, providing a new value that existing displays cannot realize. In addition, it is easy to move and install the screen when it is rolled up and also possible to adjust the screen size and the ratio optimized for the purpose of use- the user can enjoy the desired content anytime and anywhere. LG Display has demonstrated the unlimited potential of OLED to create a new market through introduction of the rollable display.

In addition, LG Display has implemented an 88 inch 8K TV as an OLED display, and Crystal Sound OLED TV also upgraded its audio function from the existing 2.1 channel sound to 3.1 channel sound. LG display will deliver the confidence in OLED to customers, exhibiting products that emphasize the benefits of OLED, including 55 inch transparent displays and 77 inch wallpapers.

LG디스플레이, CES 2018에서 차세대 OLED 제품 선보여

January 8, 2018/in 미분류 /by OLEDNET

LG디스플레이가 1월 9일부터 12일까지 미국 라스베이거스에서 개최되는 ‘CES(Consumer Electronics Show) 2018’ 전시회 기간 동안 고객사를 대상으로 차별화된 기술력을 선보이며 적극적인 마케팅에 나선다.

이번 전시회에서 LG디스플레이는 화질뿐 아니라 응용범위와 디자인측면에서도 차별화된 OLED 제품들을 일상 속 다양한 모습으로 전시함으로써 고객들이 직접 OLED의 가치를 경험할 수 있도록 했다.

LG디스플레이는 65인치 UHD 롤러블 디스플레이와 55인치 투명 디스플레이 등 OLED만의 차별화된 가치를 실현한 제품들을 공개한다.

특히 65인치 UHD 롤러블 디스플레이는 새로운 형태와 경험을 제공하며, 고객들에게 디스플레이의 미래를 제안할 예정이다. 이 제품은 65인치 초고해상도(UHD, 3,840 x 2,160)에 돌돌 말 수 있는 디스플레이다.

디스플레이를 보지 않을 때는 화면을 말아 숨김으로써 공간 활용 가치를 높여 기존 디스플레이로는 구현할 수 없는 새로운 가치를 제공한다. 또한, 화면을 말면 이동 및 설치가 용이해지고 소비자의 사용 목적에 따라 최적화된 화면 크기와 비율로 조정할 수 있어 언제, 어디서나 원하는 컨텐츠를 즐길 수 있다. LG디스플레이는 이번에 선보인 롤러블 디스플레이를 통해 새로운 시장을 창출할 수 있는 OLED의 무궁무진한 가능성을 입증했다.

뿐만 아니라 LG디스플레이는 88인치 8K TV를 OLED로 구현해 전시하고, 크리스탈 사운드 OLED(Crystal Sound OLED) TV도 음향기능을 기존 2.1채널 사운드에서 3.1채널 사운드로 업그레이드했다. 이 외에도, 55인치 투명 디스플레이, 77인치 월페이퍼 TV 등 OLED의 장점을 강조한 제품들을 대거 전시해 OLED에 대한 확신을 고객에게 전달할 예정이다.

LG Display Develops the World’s First 88-inch 8K OLED Display

January 3, 2018/in 미분류 /by OLEDNET

LG Display announced on Jan. 1 that it has developed the world’s first 8K 88-inch OLED display with 33 million pixels, which is 16 times higher than FHD(1920 × 1080) and 4 times (7680 × 4320) higher than UHD(3840 × 2160).

This product is the largest and ultra high-definition premium product in the existing OLED TV lineup, and it was praised for making history by silencing some controversies that OLED might have a technical limit to produce high-definition, compared to LCD in the 8K era.

In general, as the resolution of a display increases, fine definition becomes possible because it can be displayed finely. On the other hand, as the size of pixel constituting a screen becomes smaller, the aperture ratio decreases so that luminance implementation becomes difficult.

OLED is a self-luminous display that emits light by itself. Since there is no luminance degradation due to the reduction of aperture ratio, it is easy to realize ultra HD 8K resolution. Furthermore, OLED is expected to continue to lead the ultra-large/ultra high-definition market, as LG Display secures its own technology that can realize up to 8K with its innovative process/design and compensation technology.

OLED can maintain its existing slim design even if the resolution is increased to 8K, but LCD may require additional backlight to achieve brightness, which would increase the weight and volume.

With current technology, it is possible to make an edge type that inserts backlight into the display bezel up to 4K for LCD, but for 8K, it is inevitable to apply a direct type which combines backlight to the back of panel in order to implement 4K equivalent brightness and definition, which makes it heavy and thick.

In contrast, a self-luminous display OLED will continue to lead the ultra high-definition market due to its thin and light product design advantage.

“LG Display’s success in the development of the world’s first 8K OLED display has initiatively prepared for the 8K era and proved the overwhelming technology of OLED.” “We will accelerate our research and development on OLED to provide differentiated products that the market and customers want.” said Kang In-byung, CTO of LG Display.

Meanwhile, LG Display is planning to showcase innovative products including 8K OLED in its special booth at the CES 2018 which will be held at the Las Vegas Convention Center from January 9 to 12, 2018.

LG디스플레이, 세계 최초 88인치 8K OLED 디스플레이 개발

January 2, 2018/in 미분류 /by OLEDNET

LG디스플레이는 FHD(1920×1080) 보다 16배, UHD(3840×2160) 보다 4배(7680×4320) 더 선명한 3,300만 화소의 8K 88인치 OLED 디스플레이를 세계 최초로 개발했다고 1일, 밝혔다.

이번 제품은 현존하는 OLED TV 라인업에서 가장 큰 초대형이자 초고해상도의 프리미엄 제품으로, 8K 시대를 앞두고 LCD 대비 OLED가 섬세한 화질을 구현하는 데 기술적 한계가 있을 것이라는 일각의 의견을 불식시키며 OLED의 역사를 새로 썼다는 평가를 받았다.

일반적으로 디스플레이의 해상도가 높아질수록 미세한 표현이 가능해 선명한 화질을 구현할 수 있는 반면, 화면을 구성하는 화소(Pixel) 사이즈가 작아짐에 따라 개구율 이 감소하기 때문에 휘도 구현은 어려워진다.

OLED는 스스로 빛을 내는 자발광 디스플레이로서 개구율 감소로 인한 휘도 저하가 없기 때문에 8K 초고해상도 구현이 용이하다. 더구나 LG디스플레이만의 혁신적인 공정/설계 및 보상 기술로 8K까지 구현할 수 있는 기술을 확보한 이상, OLED가 초대형/초고해상도 시장을 지속적으로 선도할 것으로 기대된다.

OLED는 8K로 해상도가 높아져도 기존의 슬림한 디자인을 유지할 수 있지만, LCD는 밝기를 구현하기 위해 백라이트 추가가 필요하여 무게와 부피가 늘어날 수 있다.

현재 기술로서 LCD의 경우 4K까지는 디스플레이 베젤 부분에 백라이트를 넣는 엣지 타입으로 제작이 가능하지만, 8K는 4K 동등 수준의 밝기 및 화질 구현을 위해 패널 뒤편에 백라이트를 결합하는 다이렉트 방식이 불가피하기 때문에 제품이 무거워지고 두꺼워질 수밖에 없다.

반면 자발광 디스플레이인 OLED는 강점인 얇고 가벼운 제품 디자인을 통해 초고해상도 시장 역시 지속적으로 선도해 나간다는 계획이다.

LG디스플레이 강인병 CTO는 “LG디스플레이는 세계 최초 8K OLED 디스플레이 개발에 성공함으로써 8K 시대를 선도적으로 준비하는 동시에 OLED의 압도적인 기술력을 입증했다”며 “앞으로도 OLED로 고객과 시장이 원하는 차별화된 제품을 제공하기 위해 연구개발을 한층 가속화 할 것”이라고 말했다.

한편 LG디스플레이는 2018년 1월 9일부터 12일까지 미국 라스베가스 컨벤션 센터에서 열리는 CES 2018 전시회 기간 동안 특별 전시관을 마련하고, 8K OLED 를 비롯해 혁신적인 제품을 선보일 예정이다.

Approval of LG Display Plant in China, cementing the global No.1position in large OLED market

December 28, 2017/in Market /by OLEDNET

LG Display has earned approval to invest in Gen 8.5 OLED panel plant in Guangzhou, China. As the government, who has delayed the approval due to the possible technology leakage, finally gives ‘a conditional approval’ for the plan, the construction of large size OLED panel factory will embark on.

The Ministry of Trade, Industry, and Energy (MOTIE) hosted ‘the 17^th Industrial Technology protection Committee’ on June 26^th, in which government officials and 20 civilian members participated to approve LG Display’s overseas expansion of OLED panel manufacturing technology on the condition of maintaining the localization ratio of equipment and materials to a certain level, preparing local security measures, and investing in next-generation technologies in Korea.

This approval would be a chance for LG Display to further increase the productivity of large size OLED panels and strengthen its market competitiveness. In addition, they can expect sales growth and tariff reduction in Chinese TV market. At the IMID 2018 held in BEXCO in Busan last August, LG Display CTO In-Byeong Kang said, “ Recently OLED TV has overtaken LCD TV market share in North and Central Americas and Europe, but not yet in China. We will increase our market share of OLED TV in China, which is recently being raised as a largest TV market in the world.”

LG Display plans to strengthen its presence in larger OLEDs by completing both the newly approved Guangzhou Gen OLED line and Paju Gen 10.5 line. According to UBI Research, LG Display’s 55-inch and larger OLED panel shipments are projected to increase from 2.4 million units in 2018 to 10 million units in 2022.

LG Display 중국 공장 승인, 대형 OLED 절대 강자 입지 굳힐 것

December 27, 2017/in 미분류 /by OLEDNET

LG Display의 중국 광저우 8.5세대 OLED 패널 공장 투자가 승인됐다. 그 동안 기술 유출을 이유로 승인을 미뤄왔던 정부가 ‘조건부 승인’을 하기로 결정하면서 TV용 OLED 패널 제조 공장의 중국 건설이 본격적으로 시행된다.

산업통상자원부는 지난 26일 정부위원과 민간위원 20여 명이 참여하는 ‘제 17회 산업기술보호위원회’를 개최하고 LG Display의 OLED 패널 제조기술 해외 진출 승인안을 승인했다. 정부는 중국 광저우에 8.5세대 OLED 설비 투자를 허용하는 조건으로 장비·재료의 국산화 비중 일정 수준 유지와 현지 보안 대책 마련, 차세대 기술 국내 투자 등 세가지 조건을 주문했다.

이번 승인을 통해 LG Display는 TV용 OLED 패널의 생산성 확대와 시장경쟁력을 한층 더 강화할 수 있을 것으로 보인다. 또한, 중국 TV 시장에서의 매출 증대와 관세 절감 효과도 기대 된다. 지난 8월 부산 벡스코에서 열린 IMID 2018에서 LG Display의 강인병 CTO는 “최근 OLED TV는 북중미와 유럽 premium TV 시장에서 LCD TV의 점유율을 추월하였으나 중국 시장에서는 아직 그렇지 않다”며 “전세계 최대 TV 시장으로 언급되는 중국에서 OLED TV 점유율을 더욱 더 끌어올릴 것”이라고 밝힌 바 있다.

<글로벌 OLED TV 시장 점유율, Source: LG Display>

LG Display는 이번에 승인 된 광저우 8.5세대 OLED 라인과 함께 파주 10.5세대 라인을 빠른 시일 안에 마무리 하여 대형 OLED에서의 입지를 더욱 더 견고히 한다는 계획이다. UBI Research에 따르면, LG Display의 55 inch 이상 대형 OLED 패널 출하량은 2018년 240만대에서 2022년에는 1,000만대까지 늘어날 것으로 전망했다.

<55 inch 이상 OLED 패널 출하량 전망>

OLED lighting, growing their presence

December 21, 2017/in Lighting /by OLEDNET

By HyunJun JANG (hyunjun@ubiresearch.com)

As the OLED lighting has expanded its applications, the expectation is raised for the beginning of the OLED lighting market. In particular, LG Display has recently completed the OLED lighting production line and started attracting customers. As a result, there is much attention towards the growing OLED lighting market.

LG Display is said to supply its OLED lighting to Baskin Robbins Brown store in Cheongdam Dong and the ‘transparent connection solution’ applied OLED lighting to IOPE store in Myeong Dong. The company explains as the thickness of lighting is as thin as 0.88mm, it enhances aesthetic effect, and does not effect on cosmetics and other displays with less heat generated.

Until recently, compared to OLED display for mobile devices and TVs, OLED lighting has shown slow growth. However, OLED lighting is thinner, lighter, and more flexible so that it is now being consideres as a next generation lighting. By tapping on the strengths, it has applied not only to indoor lighting but to cars, exhibitions, and many other industries.

More recently, IKEA announced to release a new lighting product of Vitsand with 7 OLED panels while Mercedez-Benz decided to apply OLED lighting for taillights of both 2018 Benz S class Coupe and Cabriolet.

According to the 2017 OLED Lighting Annual Report published by UBI Research, the global OLED lighting panel market is expected to grow rapidly from 2020, becoming $1.9 billion worth of market by 2021.

LG와 Sony의 실적 이끈 OLED TV

December 11, 2017/in 미분류 /by OLEDNET

지난 7일 서울 코엑스에서 개최 된 ‘OLED/디스플레이 결산세미나’에서 소현철 이사는 OLED TV가 LG Electronics의 2017년 3분기 영업이익률 9.9%를 견인하였다고 언급하였다. 특히 OLED TV가 3,000불 이하로 진입해 수요가 급증했다고 설명하며 현재 OLED TV를 양산하고 있는 Sony와 LG전자가 앞으로도 premium TV 시장을 주도할 것으로 전망하였다.

특히 소 이사는 Sony가 12년 만에 premium TV 시장에서 1위를 기록하였다고 언급하며 Sony의주가가 2013년 대비 445% 상승한 원동력 중 하나로 OLED TV였다고 설명하였다. 소 이사는 “Sony는 55 inch와 65 inch TV에 집중하며 수익 구조를 개선하기 시작하였다”라며 “2017년에는 OLED TV를 런칭하며 안정적인 TV 사업 구조를 구축했다”고 평가하였다.

또한 소 이사는 LG Display의 10세대 OLED 라인 투자가 예상보다 빨라질 것으로 전망하였다. 소이사는 내년에 개최되는 평창 동계올림픽과 러시아 월드컵으로 인해 대형 OLED TV 니즈 또한 증가할 것이며 특히 Sony도 이를 원할 것으로 예상되기 때문에 OLED 라인 투자가 가속화 될 것으로 전망하였다.

이어서 소 이사는 OLED TV panel의 수율 향상으로 원가절감이 가속화 될 것으로 언급하며 “55 inch LCD 패널 생산원가는 232달러에 수율도 충분하여 원가 개선이 어렵지만, 55 inch OLED 생산원가는 현재 545달러에 수율 향상으로 378달러까지 낮아질 가능성이 있어 가격 경쟁력이 더욱 더 상승할 것”이라 전망하였다.

마지막으로 2018년 LG Display의 E4-2라인 풀 가동으로 OLED TV 패널 판매량이 290만대에 달할 것으로 예상하며, 패널 사업이 흑자 전환하고 2019년에는 OLED TV 사업의 영업이익률이 17.3%에 달할 것으로 전망하였다.

OLED TVs which are driving forces of both LG Electronics and Sony′ performance

December 11, 2017/in Exhibition /by OLEDNET

The director, So, Hyun-cheol, mentioned during the ′Closing seminar of OLED/Display′ held at COEX in Seoul on December, 7^th about that OLED TV has made 9.9% of operating profits for LG Electronics in Q3, 2017. He forecasted there, Sony and LG Electronics who are producing OLED TV now will lead the premium TV market in the future also, in particular, while explaining about that the demands have highly increased as OLED TV entered into under $3,000.

The director, especially, explained that Sony took No.1 player in the premium TV market in 12 years, moreover, one of the driving forces for stock price rise of them at 445% in 2013 was OLED TV. He evaluated them such followings that “Sony has starting to improve the structure of operating profit by focusing on 55-inch and 65-inch TV, and “They built the TV business structure in stable through launching OLED TV in 2017”.

He also expected that the investment for 10^th generation OLED producing line of LG Electronics will be moved sooner than expected. He also forecasted that demands on large-sized OLED TVs will rise due to the Winter Olympic Games in Pyeong-chang and World Cup in Russia next year, especially, its investment of OLED line will be accelerated, because Sony would also want it.

Subsequently, while the director mentioned that the cost savings will be accelerated by improvement of yield of OLED TV panel, he said, “Although, 55-inch LCD panel is difficult to improve the production cost more since it is already reached to enough yield as 232$, but, the price competitiveness in the 55-inch OLED production cost will be intensified more, because, there is still able to reduce it from current 545$ up to 378$ by the yield improvement”.

Lastly, Mr. So, expected that the sales volume of OLED TV panel will reach to 2.9 million units in 2018 by operating E4-2 line of LG Display in full. The panel business will be turned into profit-making, and operating profits of OLED TV business shall meet 17.3% in 2019.

The strategy of LG Display’s OLED TV, Source: Shinhaninvest

LG디스플레이, 조명 사업 본격화, OLED 조명 브랜드‘Luflex’런칭 및 세계 최대 규모의 생산 라인 가동 개시

December 8, 2017/in 미분류 /by OLEDNET

LG디스플레이가 신성장동력으로 집중 육성하고 있는 OLED 조명 사업이 본격화 된다. LG디스플레이는 7일, 세계 최대 규모의 OLED 조명 생산라인 가동을 공표하는 한편, OLED 조명 브랜드 ‘Luflex’을 선보였다.

LG디스플레이는 OLED 조명의 근본적인 가치에 초점을 맞춘 대표 브랜드, ‘Luflex’를 공개했다. ‘Luflex’는 빛, 광채를 뜻하는 ‘Lux’와 휘어지고 구부러지는 OLED의 구조적 특징과 무한한 활용 가능성을 의미하는 ‘flexibility’의 합성어다. LG디스플레이는 OLED 조명의 우수성을 감성적으로 전달할 수 있는 ‘Luflex’의 시장 영향력을 확대하며 OLED 조명을 대표하는 No.1 브랜드로 성장시킨다는 방침이다.

최근 본격 양산에 돌입한 LG디스플레이 구미 P5공장의 5세대 OLED조명 생산라인(1100㎜×1250㎜) 은 세계 최대 규모로, 기존 월 4,000장 규모의 2세대 생산라인(370㎜×470㎜)과 비교하면 약 30배 이상 많은 물량을 생산할 수 있다. LG디스플레이는 1만 5000장으로 양산을 시작하여 점차 생산량을 늘려 나갈 계획으로, 대량 생산을 통해 품질뿐만 아니라 가격 경쟁력까지 확보함으로써 시장 점유율 확대에 가속도를 붙일 수 있을 것으로 내다봤다.

박성수 LG디스플레이 OLED 조명사업담당 상무는 “Luflex 브랜드 런칭과 세계 최대 규모의 생산라인을 통한 대량 생산 시작은 LG디스플레이가 가지고 있는 독보적인 OLED 기술과 시장에 대한 자신감을 바탕으로 이루어 졌다”면서 “새로운 브랜드로 OLED 조명의 무한한 가치를 적극 소구 하는 한편, OLED 조명 시장을 적극 선도해 나가겠다”고 강조했다.

OLED 조명은 유기물의 자체 발광 특성을 활용하는 제품으로 전력 소모와 발열이 적고 친환경적이며 자연광에 가깝다. 또한 얇고 가볍다는 구조적인 특성으로 투명, 플렉시블 구현 등 디자인 자유도가 매우 우수해 미래가치가 높다.

LG디스플레이는 OLED 조명의 광원을 공급하는 B2B 기업으로 향후 등기구 업체, 차량 부품을 생산하는 전장업체 등 다양한 고객사들과 공동 홍보·마케팅에도 앞장 설 예정이다.

최근 LG디스플레이가 선보여온 한계를 뛰어넘는 혁신적인 디자인의 OLED 조명 작품을 접해온 시장의 기대감이 한층 높아진 상황에서 조명 사업 본격화는 더욱 의의가 크다. 극강의 디자인 자유도 뿐 아니라 편안하고 친환경적인 우수한 품질을 갖춘 OLED 조명은 세계 유수의 자동차 브랜드들로부터 후미등의 광원으로써 러브콜을 받고 있으며 고급 매장의 차별화된 인테리어 요소로도 각광받기 시작했다. LG디스플레이는 차량용 조명을 시작으로 일반 조명 시장으로 점차 확대해 나갈 계획이다.

한편 유비산업리서치에서 발간한 ‘2017 OLED Lighting Annual Report’에 따르면, 전세계 OLED 조명 패널 시장은 2020년부터 크게 성장해 오는 2021년에는 약 19억 달러의 규모를 형성할 것으로 전망했다.

유비리서치 2017년 OLED 결산 세미나: 2018년도 디스플레이 산업의 차별화 전략을 위한 시장 전망과 주요 기술 이슈 세미나 개최

November 23, 2017/in 미분류 /by OLEDNET

2017년 OLED 시장을 디스플레이 전문 리서치 기관의 분석을 통해 주요 이슈를 되짚어 볼 수 있는 자리 마련
2018년 OLED 산업의 투자 관점, 경제 관점에서 시장을 전망하고 이에 따른 변화 포인트 예측

시장조사 전문 기관인 유비리서치는 2017년 하반기 결산 세미나 12월 7일(목) 서울 삼성동 코엑스 컨퍼런스룸에서 개최한다. 이번 세미나는 ‘2018년도 디스플레이 산업의 차별화 전략을 위한 시장 전망과 주요 기술 이슈’라는 주제하에 2017년 OLED 시장의 주요 이슈를 되짚어 보고 2018년 시장 전망과 변화 포인트를 예측해보는 자리를 마련한다.

2018년 디스플레이 시장은 국내외 디스플레이 업체에서 앞다투어 제품에 OLED를 채택함으로써 매출액 또한 상승곡선을 그릴 것으로 예상하고 있다. TV용 대형 패널 수요가 빠르게 증가하고 있고, 장기적으로 중소형 패널의 수요도 계속 증가될 것으로 기대되기 때문에 전략적 투자 방향은 긍정적으로 평가된다.

이번 세미나는 ‘최근 LG디스플레이의 중국 8.5세대 투자에 대한 이슈’, ‘삼성 디스플레이의 A5투자가 각 대형디스플레이 패널 시장과 중소형(모바일) OLED패널 시장에 어떤 영향을 미치는지’에 대한 내용으로 신한금융투자 소현철 기업분석부서장이 발표한다.

또한 2018년 가장 주목되는 차세대 Inkjet Printing 기술의 대표 업체 유니젯 김석순 대표가 ‘디스플레이를 위한 잉크젯 프린팅 기술의 개발 역사와 동향’을 발표한다. 스트레쳐블 기술에 핵심 전문가인 고려대학교 홍문표 교수가 현재 기술 개발 상황과 방향에 대하여 심도 있는 발표를 진행한다.

유비리서치 이충훈 대표는 ‘키워드로 돌아보는 2017년 OLED 디스플레이 시장과 2018년 전망’과 ‘중국, 일본 OLED 산업 전망’에 대한 내용으로 2017년을 종합적으로 정리하고 2018년 OLED산업 시장과 기술을 투자 관점, 경제 관점으로 발표한다.

이번 유비리서치 하반기 결산 세미나는 국내 핵심 전문가와 함께 다양한 양질의 정보와 인맥 교류의 장이 형성은 물론 디스플레이 기술의 현황과 미래를 예측할 수 있는 자리가 될 것으로 예상된다. 세미나에 대한 자세한 정보는 공식 홈페이지(http://www.ubiresearch.co.kr/12_sem/)를 통해 찾아볼 수 있다. 또한 사전등록은 12월 6일까지 접수 가능하다.

IT Industry in China is still hot, OLED is center on that

November 22, 2017/in Exhibition /by OLEDNET

News about when, where, what size of new investments emerge from Samsung display who leads Recent Small and Medium-sized OLED Market and LG display who leads large OLED market should come true are continuously main news in Display industry. In the middle, Maybe, publics who are invovled in industry, are interested in watching when will China’s panel companies who are processing on construction of flexible OLED line supported by government between Korea narrows the technology gaps.

The Hi-Tech Fair, which celebrates its 19th anniversary this year, is a representative event showing how much China is interested in the IT industry.
Hi-Tech Fair held in Shenzhen, China from November 16th to 19th exhibits almost all fields relevant to IT industry. Communication with Display is a key point to increase importance of IT industry and these two field is developing by complex connecting with another field.

Exhibition include total 9 hall and the newest technology such as Smart cities, robots, aviation, telecommunications, home appliances, games, and other technologies that connect with IT can be seen in that area. Among them, one that stick out in 1 Hall is Visionox which is large panel company in China, many people are gather together to watch China’s Display Panel technology.

Current smart phone display’s trends are a bezel-less design that maximizes the screen by minimizing the bezel and a curved design represented by the Galaxy Edge series. In this exhibition, Visionox showed a the bezel-less design smartphone which applied rigid OLED and a curved design smartphone which applied flexible OLED having 8R bending radius.

According to officials, disclosed curved display is going to apply to smartphone which will launched in market earlier in 2018. So, this process is currently making decision about supplying with china’s smartphone company. In addition, a variety of flexible displays being developed for future foldable and rollable applications have been on display.

On the other side in Hall, Royole, who manufactures and sells VR devices for China’s leading OLED applications, exhibited flexible sensors with VR device “Noon” Also, they did not exhibit their technology, they disclose a very thin flexible display of 0.01mm through wathcing a video and keep delivering message about continous Display technology development. Also, we can see the various forms and functions of display panel is applied to electrical instruments such as car, robot in many booths. Among them, OLED is expected to continue to grow in significance of IT industry in the future due to its wide range of applications and its technical strengths such as design excellence, thin panel and high resolution.

점차 영역을 확대해 나가고 있는 OLED 조명

November 21, 2017/in 미분류 /by OLEDNET

OLED 조명이 점차 적용 영역을 확대해 감에 따라 OLED 조명 시장 개화의 기대감이 높아지고 있다. 특히 LG Display는 최근 OLED 조명 생산라인 가동 준비를 완료했으며 고객사 유치에 나서고 있어 OLED 조명 시장이 본격적으로 확대될지 귀추가 주목되고 있다.

LG Display는 최근 청담동에 위치한 배스킨라빈스 브라운 매장에 OLED 조명을 납품한데 이어 명동에 위치한 IOPE 매장에 ‘transparent connection solution’이 적용 된 OLED 조명을 납품했다고 전했다. LG Display는 OLED 조명의 두께가 0.88mm 수준으로 얇아 미적 효과를 향상 시키고 발열이 적기 때문에 화장품 등 전시 제품에 영향을 주지 않는다고 설명했다.

그 동안 OLED 조명 시장은 모바일 기기와 TV에 적극 적용되고 있는 OLED 디스플레이 시장에 비해 더딘 성장세를 보였다. 하지만 OLED 조명은 얇고 가벼우며 유연한 패널 구현이 가능하기 때문에 차세대 조명으로 주목 받아 왔으며, 이러한 장점으로 실내 조명 뿐만 아니라 차량용 조명, 전시용 조명 등 다양한 분야에 걸쳐 적용되고 있다.

최근에는 IKEA가 7개의 OLED panel이 적용 된 조명기구 Vitsand를 출시했다고 밝혔으며 Mercedes-Benz는 2018년형 Benz S class Coupe와 Cabriolet 후미등에 OLED 조명을 적용하기로 하는 등 그 입지를 점차 넓혀가고 있다.

한편 유비산업리서치에서 발간한 ‘2017 OLED Lighting Annual Report’에 따르면, 전세계 OLED 조명 패널 시장은 2020년부터 크게 성장해 오는 2021년에는 약 19억 달러의 규모를 형성할 것으로 전망했다.

Inspection and measuring equipment market for OLED mobile device is expected to reach US$6.63 billion from 2017 to 2021

November 20, 2017/in 미분류 /by OLEDNET

As the panel problem of mobile devices has become a hassle for consumers, each panel maker is strengthening the relevant inspection and measurement activities.

Inspection and measurement can contribute not only to enhance the quality and performance of products but also to enhance the brand image through customer satisfaction. In addition, it is expected that productivity and yield can be improved by stabilizing the process since it is possible to check the normal state of products at each process in real time.

According to the ‘2017 Inspection and Measuring Equipment Report for OLED Mobile Device’ published by UBI Research, the inspection & measuring equipment market will reach a total of US$ 6.63 billion (about Korean Won 7.3 trillion) in the entire OLED equipment market from 2017 to 2021. In 2018, the investment for OLED inspection & measuring equipment is expected to be about US$ 1.45 billion (about KRW 1.6 trillion), with projected investment of US$ 1.6 billion (about KRW 1.8 trillion).

Choong Hoon Yi president of UBi Research announced that Samsung Display is currently in process of investment in A5 Gen6 flexible OLED line. LG Display is also reported to make a large-scale investment to raise OLED sales portion and Chinese OLED panel makers such as BOE and CSOT are making an active investment in OLED line. Hence, expectantly there will be constant market demand for inspection and measuring equipment.

In the report, the inspection and measuring equipment market from 2017 to 2021 is classified from various viewpoints. According to this report, the equipment used for substrate and TFT process will account for the biggest market share of 50.6% of the total inspection and measuring equipment market from 2017 to 2021. Market share of cell inspection equipment is projected as 29.7%, OLED pixel as 12.7%, and encapsulation as 7%, respectively. In the equipment market classified by test items, the equipment used for pattern inspection will account for 33.1% of the total market. Market share of repair equipment is projected as 21.3%, and light on/off inspection equipment as 16.4%, respectively.

Lastly, AOI equipment and laser repair equipment, the important piece of inspection and measuring equipment, are expected to reach US$ 2.33 billion and US$ 1.41 billion, respectively, from 2017 to 2021.

여전히 뜨거운 중국의 IT 산업, 그 중심에 있는 OLED

November 17, 2017/in 미분류 /by OLEDNET

최근 중소형 OLED 시장을 주도하는 삼성디스플레이와 대형 OLED 시장을 이끌어가고 있는 LG 디스플레이의 신규 투자가 언제, 어디서, 어떤 규모로 이루어 질 것인지에 대한 소식이 지속적으로 디스플레이 산업의 주요 뉴스로 오르내리고 있다. 와중에 정부의 지원을 받아 집중적인 플렉서블 OLED 라인 건설을 진행하고 있는 중국의 패널 업체들이 언제쯤 현재 한국과의 기술격차를 좁힐 것인가는 아마 산업에 있는 모든 사람들의 관심사일 것이다.

올해 19회를 맞이하는 Hi-Tech Fair는 중국이 IT 산업에 얼마나 관심이 많은지를 보여주는 대표적인 행사이다. 11월 16일부터 19일까지 중국 심천에서 개최되는 Hi-Tech Fair에는 IT산업과 관련이 있는 거의 모든 분야의 전시가 진행된다. IT산업에서 점점 더 그 중요성을 높여가고 있는 것이 디스플레이와 통신이며, 이 두 분야는 다른 분야와 복합적으로 연결되어 발전하고 있다.

전시관은 총 9홀까지 있으며 스마트 시티, 로봇, 항공, 통신, 가전, 게임 등 IT와 연결지어 생각할 수 있는 다양한 산업들의 최신기술들을 엿볼 수 있다. 그 중 1홀에서 가장 눈에 띄는 것은 중국의 한 대형 패널 업체인 Visionox로 많은 사람들의 중국의 디스플레이 패널 기술을 보기 위해 모여 있었다.

현재 스마트폰 디스플레이의 트렌드는 갤럭시 엣지 시리즈로 대표되는 커브드(curved)디자인과 베젤을 최소한으로 하여 최대한의 화면을 구현하는 bezel-less 디자인이다. Visionox는 이번 전시에서 플렉서블 패널을 적용한 8R의 커브드 디자인과 Rigid 패널을 적용하여 bezel-less 디자인 스마트폰을 모두 제작하여 공개하였다.

관계자에 따르면 공개된 커브드 디스플레이는 2018년 초 시장에 론칭되는 스마트폰에 적용될 계획으로 중국 스마트폰 업체와 공급 협의가 진행중이다. 이 외에도 향후 폴더블과 롤러블 어플리케이션을 위해 개발중인 다양한 형태의 플렉서블 디스플레이가 전시되었다.

다른 한쪽에선 중국의 대표적인 OLED 적용 VR 기기를 제작, 판매하는 Royole이 VR 기기 “Noon” 과 함께 플렉서블 센서 등을 전시했다. 또한, 직접 전시하진 않았지만 동영상을 통해 0.01mm의 아주 얇은 플렉서블 디스플레이 시연을 공개하며 지속적인 디스플레이 기술 개발에 대한 메시지메 전달하고 있다.

이 외에도 많은 부스에서 자동차와 로봇을 비롯하여 각종 전자 기기에 디스플레이 패널이 다양한 형태와 기능을 가지고 적용되고 있는 것을 확인 할 수 있다. 그 중에서도 OLED 는 디자인의 우수성, 얇은 패널, 고해상도 등의 기술적 강점으로 적용범위가 무수히 넓어 향후 IT 산업에서 중요성은 계속 커져갈 것으로 보여진다.

2017년부터 2021년까지 OLED Mobile 기기용 검사 · 측정장비 시장 66.3억 달러 기대

November 16, 2017/in 미분류 /by OLEDNET

Mobile 기기의 panel 문제로 인해 소비자들의 불편이 가중되면서, 최근 각 panel 업체들은 검사 · 측정을 강화하고 있다.

검사 · 측정은 제품의 품질과 성능 향상뿐만 아니라 고객 만족을 통한 브랜드 이미지 제고에 기여할 수 있다. 또한, 각 공정에서 제품의 정상 유무를 실시간으로 점검할 수 있어 공정 안정화를 통한 생산성, 수율 향상이 가능할 것으로 예상된다.

유비산업리서치가 발간한 ‘2017 Inspection and Measuring Equipment Report for OLED Mobile Device’에 따르면, OLED 전체 장비 시장 중 검사 · 측정장비 시장은 2017년부터 2021년까지 총 66.3억 달러(약 7.3조원) 규모가 될 것으로 전망하고 있다. 2018년에는 14.5억 달러(약 1.6조원)의 OLED 검사 · 측정장비 투자가 진행 될 것으로 예상하고 있으며, 2019년에는 16억 달러(약 1.8조원)의 가장 많은 투자가 진행 될 것으로 전망하고 있다.

이충훈 대표이사는 Samsung Display는 A5 Gen6 flexible OLED line 투자를 진행중이며 LG Display는 OLED 매출 비중을 끌어올리기 위한 대규모 투자 내용 발표, BOE와 CSOT 등 중국의 OLED panel 업체들도 OLED 라인 투자를 적극적으로 진행하고 있기에 검사 · 측정장비는 지속적으로 수요가 있을 것으로 예상하고 있다.

본 보고서에서는 2017년부터 2021년까지의 검사 · 측정장비 시장을 다양한 관점에서 분류하여 전망하였다. 본 보고서에 따르면, 기판과 TFT에 사용되는 장비는 2017년부터 2021년까지 50.6%로 가장 큰 시장 점유율을 보이고 Cell은 29.7%, OLED 화소는 12.7%, encapsulation은 7% 순으로 전망하였다. 검사 · 측정 항목으로 분류한 장비 시장은 패턴검사가 33.1%, repair 21.3%, 점등 16.4% 순으로 나타났다.

마지막으로 검사 · 측정장비의 핵심 장비인 AOI 장비와 laser repair 장비는 2017년부터 2021년까지 각각 23.3억 달러와 14.1억 달러의 시장을 형성할 것으로 전망하고 있다.

<2017~2021년 OLED mobile 기기용 검사 · 측정장비 시장 전망>

LG Display wins OLED TV Premium Market

November 3, 2017/in Market /by OLEDNET

LG Display’s OLED TV panel sales in October more than doubled thanks to surging sales of major global TV customers such as LG Electronics, Sony and Philips.

LG Display’s OLED TV panel sales exceeded 200,000 units for the first time in October, followed by sales plan of exceeding 210,000 units in November.

With the help of Sony’s OLED TV which released LG Display’s OLED TV for the first time this year, it has achieved an overwhelming market share of 74% both in units and sales in the 55” and 65” TV market and OLED TV Set.

(September NPD North American aggregate basis)

In North America, Sony’s sales volume in September increased by 2.1 times compared to the previous month, and in Europe, Philips in its third quarter increased by 5.9 times compared to the previous quarter, and sales of LG Electronics, family of OLED TV, together with North America and Europe, experienced an increase of OLED TV sales in September with a surge of 1.5 times compared to the previous month.

(September NPD North America, GFK Europe / CIS 14 countries)

Particularly last end of July, it had only been 3 months since LG Display announced the move to invest in OLED to lead the future display market when TV sales are rapidly growing, with OLED becoming the trend of the Premium TV market.

This trend is due to the surge in consumer demand after 13 global TV companies introduced OLED TVs in front of the premium TV lineup at the IFA exhibition last September, and the demand for LG Display have increased not only for until the end of the year but even until next year.

Accordingly, LG Display’s OLED TV sales are expected to leap over 1.7 million units this year, exceeding market expectations of 1.5 million units, and 2.7 million units are expected to be sold next year.

LG Display plans to raise utilization of the E4-2 line to the maximum in Paju, which started operation in this second half of the year.

LG Display Vice Chairman Han Sang-Bum states, “OLEDs are rapidly emerging as a premium TV market and are growing steadily in accordance to our production capacity.”

Meanwhile, LG Display has actively promoted the trend of OLEDs in the display market and has recently opened ‘OLED Day’ events in China and Europe. In addition, OLED Experience Center has been installed in 8 major cities in China to show OLED potential and future technologies to consumers.

LG디스플레이 OLED TV 프리미엄 시장 석권

October 31, 2017/in 미분류 /by OLEDNET

LG디스플레이 OLED TV패널의 10월 판매량이 LG전자, 소니, 필립스 등 주요 글로벌 TV고객사의 판매량 급증에 힘입어 전년 동월대비 2배이상 증가했다.

LG디스플레이의 OLED TV패널 판매량은 10월, 월 판매 기준 처음으로 20만대를 돌파한 데 이어, 11월에는 판매계획이 21만대를 넘어서는 등 연말까지 판매량이 지속 증가하고 있다.

LG디스플레이는 올해 처음 OLED TV를 출시한 소니의 OLED TV판매가 호조를 보인데 힘입어, $2,000이상 북미 프리미엄 시장의 메인시장인 55”, 65” TV시장에서 OLED TV 셋트 판매 수량과 금액 모두 74%의 압도적인 점유율을 달성했다.(9월 NPD 북미 집계 기준)

소니는 북미에서 수량기준 9월 판매량이 전월 대비 2.1배 성장했고, 유럽에서는 필립스가 3분기에 전 분기 대비 5.9배 판매량이 급증했으며, OLED TV의 종가인 LG전자 판매량도 북미와 유럽을 통틀어 9월 한달 간 전월 대비 1.5배 급성장하는 등 주요 고객사의 OLED TV판매량이 급증했다.(9월 NPD북미, GFK유럽/CIS 14개국 집계 기준)

특히 지난 7월말 LG디스플레이가 미래 디스플레이 시장 선도를 위해 OLED로의 투자중심 이동을 선언한지 3개월도 안된 기간에 글로벌 OLED TV 판매량이 급성장하고 있어 OLED가 프리미엄TV시장의 대세로 빠르게 자리잡고 있다.

이 같은 흐름은 지난 9월 IFA전시회에서 13개의 글로벌 TV업체들이 OLED TV를 프리미엄TV 라인업의 전면에 내세운 이후 소비자 수요가 급증하는 데 따른 것으로, LG디스플레이에 연말까지의 수요는 물론이고 내년물량까지 늘려달라는 고객사의 주문이 이어지고 있다.

이에 따라 LG디스플레이 OLED TV판매량은 올해 150만대 규모로 예상했던 시장조사기관들의 전망치를 뛰어넘어 170만대 이상을 기록할 것으로 전망되며 내년에도 270만대 이상이 판매될 것으로 예상된다.

LG디스플레이는 하반기 본격 가동한 파주의 E4-2라인의 가동율을 최대로 끌어올려 늘어나는 고객수요에 적기 대응한다는 방침이다.

LG디스플레이 한상범 부회장은 “OLED가 프리미엄 TV시장의 대세로 빠르게 자리잡고 있으며 자사의 생산 캐파 증가에 따라 지속적으로 성장하고 있다”고 말했다.

한편, LG디스플레이는 OLED가 디스플레이 업계에서 대세로 자리매김하며 관심이 고조됨에 따라 최근 중국과 유럽에서 ‘OLED Day’행사를 열고 OLED의 우수성을 적극 알렸다. 또한, 중국의 8대 주요 도시에 OLED체험관을 설치하여 OLED의 가능성과 미래기술을 직접 소비자에게 보여줌으로써 OLED기술을 지속적으로 전파하고 있다.

LG디스플레이, 2018년 OLED 매출 비중 2배로 확대

October 26, 2017/in 미분류 /by OLEDNET

LG디스플레이는 25일 진행된 3분기 실적 컨퍼런스 콜을 통해 2018년까지 OLED 매출 비중을 10%에서 20%로, 2배 확대할 예정이라 밝혔다.

LG디스플레이 김상돈 전무는 ‘대형 OLED 생산 capa. 확대를 통해 OLED TV 출하량이 증가하고 있고, wallpaper와 CSO(crystal sound OLED) 등 프리미엄 신제품 등이 좋은 반응을 얻고 있다’며, ‘LCD TV와의 차별성이 인정되고 있다’고 설명했다.

이에 따라 ‘2017년 OLED TV 패널 출하량은 170만대로 예상하고 있다’며, ‘2018년에는 출하량이 250만~280만대, 2020년에는 650만대 이상이 될 것으로 기대하고 있다’고 말했다.

LG디스플레이는 ‘OLED 패널의 수익성을 확보하기 위해 경제적인 규모를 늘리고 있다’고 설명했다. 동시에 ‘재료비와 제반비를 줄이기 위해 중국에 OLED 패널 공장을 짓고, 효율적인 라인과 규모의 경제, eco system 확대 등을 통해 원가를 절감할 것’이라 덧붙였다.

2017년 4분기 출하 면적은 ‘연말 및 내년 춘절 등 성수기 대응 영향에 힘입어 한자리 수 중반 증가하고, 판가는 제품별, 사이즈별 수급 상황에 따라 차이는 있겠지만 전반적으로 하락할 것으로 예상되나 하락세는 점차 둔화될 것’이라 전망했다.
모바일용 디스플레이에 대해서는 현재 ‘LCD에서 POLED로의 전환되고 있다’며, ‘LCD패널의 매출이 전체 매출의 30%를 차지하고 있으나, 2019년 투자가 완료되는 시점에서 매출이 본격적으로 이루어질 것’이라 설명했다.

이어 ‘LG디스플레이는 장기적 미래 준비 계획으로 향후 OLED 중심의 투자를 진행할 예정인 가운데, 어려운 시장 환경이 지속될 수 있다는 보수적인 기조 하에 LCD 차별화 제품 위주의 수익성 극대화 및 OLED 사업 확대를 통한 수익성 개선 노력을 지속하겠다’고 덧붙였다.

한편, LG디스플레이는 판가 하락세 지속에도 불구하고 2017년 3분기 기준 매출 6조 9,731억원, 영업이익 5,860억원으로 22분기 연속 영업이익 흑자를 달성했다. 매출은 OLED TV 제품 확대 등 프리미엄 제품 강화 및 계절적 성수기에 따른 중소형 모바일 제품 출하 증가 영향으로 전분기 6조 6,289억원 대비 5%, 전년 동기 6조 7,238억원 대비 4% 증가했다.
2017년 3분기 매출액 기준 제품별 판매 비중은 TV용 패널이 40%, 모바일용 패널이 27%, 노트북 및 태블릿용 패널이 17%, 모니터용 패널이 16%를 차지한 것으로 나타났다.

OLED TV with different characteristics and advantages by set makers

October 20, 2017/in Set /by OLEDNET

LG Electronics announced on last 11th that LG OLED TV is speeding up the popularization with the monthly sales volume of 10,000 units and above for the first time in Korea. In addition, Sony, which joins the OLED TV camp in 2017, is enjoying great popularity and continues to expand its market share in the premium TV market. As such, OLED TV is leading the premium TV market by improving cost competitiveness through cost reduction as well as excellent image quality.

OLED TVs are currently being mass-produced by LG Electronics, Sony, Toshiba and Panasonic. Although all set makers that produce OLED TVs use OLED of LG Display, they are producing OLED TVs with different characteristics and advantages.

First, LG Electronics mentioned OLED’s vivid image quality and wall paper design as advantages of OLED W7 which is a signature TV. LG Electronics mentioned that OLED, which is a self-luminous element, can express near-infinite contrast ratio and rich color close to nature, and supports Dolby vision HDR and HDR10 to experience vivid image quality. Also, introduced that a 4.6mm of thin panel provided the experience of seeing the theater screen and all parts except the panel were housed in a space called innovation stage and completed the perfect wall paper design.

Sony emphasizes sound, image quality and simple design as the advantage of 4K BRAVIA OLED TV A1E series. It mentioned that the TV screen, which attracted great attention in last year’s CES 2017, can provide an enhanced immersive feeling by applying the ‘Acoustic Surface’ that the TV screen vibrates and makes sound by itself. In addition, the ‘X1 extreme processor’ HDR chip has been applied to improve the picture quality of OLED TV, and the cable is housed in the stand on the backside so that the simple design is realized.

Toshiba then mentioned a high color gamut of 100% DCI-P3 and a high brightness of over 800 nits as the advantages of the REGZA X910. It said that it increased the color reproduction rate to express natural colors and improved the brightness to express the bright and dark parts in richer gradations and strengthened HDR restoration function to realize sharp and realistic high-definition video.

Lastly, Panasonic stated that it implemented full black and rich color expressions. Especially, it emphasized that it applied ‘Hexa chroma drive plus’ which is Panasonic’s high-definition technology to express high contrast and colors hidden in dark areas that were difficult to implement in LCD TV and reproduced the emotion that the video producer intended.

As such, OLED TV set makers are introducing different OLED TVs that emphasize their characteristics and advantages. In addition to the above four makers, LOEWE of Germany and B & O of Denmark are expected to continue to launch OLED TVs, including mass production of OLED TVs or preparations for mass production. Based on the unique technology of set makers, it is worth noting that OLED TVs with what kind of characteristics and advantages will be produced.

Set 업체 별로 각기 다른 개성과 장점이 부각 된 OLED TV

October 17, 2017/in 미분류 /by OLEDNET

지난 11일 LG Electronics는 LG OLED TV가 국내에서 월 판매량 1만대를 처음으로 넘기며 대중화 속도를 높이고 있다고 밝혔다. 또한, 2017년 OLED TV 진영에 합세한 Sony가 큰 호응을 받으며 premium TV 시장에서 점유율을 지속적으로 확대하고 있다. 이처럼 OLED TV는 뛰어난 화질과 함께 원가 절감을 통한 가격 경쟁력 향상으로 premium TV 시장을 주도하고 있다.

먼저 LG Electronics는 signature TV인 OLED W7의 장점으로 OLED만의 생생한 화질과 wall paper 디자인을 언급했다. 자발광 소자인 OLED를 통해 무한대에 가까운 명암비와 자연에 가까운 풍부한 색을 표현할 수 있으며 Dolby vision HDR과 HDR10을 지원하여 생생한 화질을 경험 할 수 있다고 언급하였다. 또한, 4.6mm 두께의 얇은 패널로 극장 스크린을 보는 듯한 경험을 제공하고 패널을 제외한 모든 부품을 이노베이션 스테이지라는 공간에 따로 수납하여 완벽한 wall paper 디자인을 완성했다고 소개했다.

Sony는 4K BRAVIA OLED TV A1E series의 장점으로 사운드와 화질, 심플한 디자인을 강조했다. 지난 CES 2017에서 큰 이목을 끌었던 TV 화면이 진동하며 직접 소리를 내는 ‘Acoustic Surface’을 적용하여 향상 된 몰입감을 제공 할 수 있다고 언급했다. 또한, ‘X1 extreme processor’라는 HDR 칩을 적용하여 OLED TV의 화질을 더욱 향상시켰으며 케이블 등을 뒷면의 스탠드에 수납하여 심플한 디자인을 구현하였다고 밝혔다.

이어서 Toshiba는 REGZA X910의 장점으로 DCI-P3 100%의 높은 색재현율과 800 nit 이상의 고휘도를 언급했다. 색재현율을 확대하여 자연스러운 색채를 표현하고 휘도를 향상시켜 밝은 부분과 어두운 부분을 더 풍부한 계조로 표현하였으며 HDR 복원 기능을 강화하여 선명하고 현장감 넘치는 고화질 영상을 구현하였다고 밝혔다.

<Toshiba의 REGZA X910, 출처: Toshiba>

마지막으로 Panasonic은 완벽한 블랙 표현과 풍부한 색표현력을 구현했다고 언급했다. 특히 Panasonic의 고화질 기술인 ‘Hexa chroma drive plus’를 적용하여 LCD TV로는 구현하기 힘들었던 고명암비와 어두운 부분에 숨겨져 있던 색채까지 표현하여 영상 제작자가 의도하고 있는 감성을 그대로 재현하였다고 강조했다.

<Panasonic의 ‘Hexa chroma drive plus’ 기술 적용 비교, 출처: Panasonic>

이처럼 OLED TV set 업체 별로 각기 다른 개성과 장점을 부각시킨 OLED TV를 소개하고 있다. 위의 4업체 뿐만 아니라 독일의 LOEWE나 덴마크의 B&O 등도 OLED TV를 양산하거나 양산 준비 중에 있는 등 OLED TV는 지속적으로 출시 될 것으로 예상된다. Set 업체만의 고유한 기술력을 바탕으로 어떠한 개성과 장점이 부각 된 OLED TV를 양산할지 귀추가 주목된다.

가상(VR)·증강현실(AR)이 선택한 ‘OLED 디스플레이’

October 16, 2017/in 미분류 /by OLEDNET

최근 4차 산업혁명을 주도하고 있는 가상·증강현실 기기에 OLED 디스플레이를 채용함으로써, LCD에 비해 응답속도가 빠르고 풍부한 색감과 높은 명암비 구현이 가능해짐에 따라, 사용자는 보다 현실감 있고 생동감 넘치는 영상을 체험할 수 있게 되었다.
가상·증강현실용 OLED 디스플레이는 게임, 광고, 교육 등 전 산업 분야에 걸쳐 폭넓게 활용되고 있으며, 이에 따라 관련 출원이 최근 활발하게 이루어지고 있는 것으로 나타났다.

특허청에 따르면, 가상·증강현실용 OLED 디스플레이의 출원은 매년 증가 추세에 있으며, 특히 최근 3년간 관련 출원이 크게 증가한 것으로 나타났다.

<가상·증강현실용 OLED 디스플레이 출원 동향, 출처: 특허청>

최근 연도별 출원 현황을 보면, 2014년 240건, 2015년 263건, 2016년 439건으로, 2014년을 기점으로 가상·증강현실용 OLED 디스플레이 기술에 관한 출원 건은 급격히 증가하였다.

가상·증강현실용 OLED 디스플레이 분야 출원이 최근에 증가한 이유는 가상·증강현실 기기의 본격적인 대중화를 위한 선결 과제로 해상도와 응답속도, 활용성, 착용감, 가격 등 다양한 조건들의 발전이 요구되고 있는데, OLED 디스플레이는 실감나는 영상을 구현할 수 있고, 플렉시블 설계가 용이하다는 점에서 기존의 LCD에 비해 이러한 니즈를 월등하게 충족할 수 있기 때문인 것으로 보인다.

또한, 2020년 기준으로 가상·증강현실 시장 규모가 약 800억 달러로 크게 증가될 것이라는 전망에 비추어 볼 때, 가상·증강현실 기기에 적합한 OLED 디스플레이가 플렉시블, 롤러블, 벤더블 및 스트레쳐블 디스플레이 형태로 다양하게 개발됨에 따라 가상·증강현실용 OLED 디스플레이 기술에 관한 출원의 증가 추세는 지속될 것으로 예상된다.

가상·증강현실용 OLED 디스플레이 기술에 관한 출원인별 출원 현황(2007년 ~ 2016년)은 대기업 774건(60%), 중견·중소기업 142건(11%), 대학‧연구기관 72건(6%), 개인 70건(5%)을 출원하였고, 외국인이 237건(18%)을 출원한 것으로 조사되었다.

주요 출원 업체별로는 엘지전자 465건, 삼성전자 216건, 마이크로소프트사 51건, 삼성디스플레이 29건, 에스케이플래닛 20건, 퀄컴 17건, 엘지디스플레이 17건 순으로 집계되어, 가상·증강현실용 OLED 디스플레이 관련 기술이 국내 기업에 의해 주도되고 있음을 알 수 있다.

가상·증강현실용 OLED 디스플레이의 응용분야별 출원 현황을 보면 개인용 엔터테인먼트(게임, 테마파크, 체험관) 426건, 국방(전쟁 시뮬레이션, 무기개발, 전투기 조종) 169건, 광고 141건, 의료(3차원 시뮬레이션, 가상 내시경, 모의수술) 131건, 헬스케어 123건, 영화 117건 등으로 나타나, 가상·증강현실용 OLED 디스플레이 기술은 게임과 국방 산업 분야에 가장 활발히 활용되고 있음을 알 수 있다.

특허청 김종찬 디스플레이기기심사팀장은 “TV나 휴대폰과 같은 개인용 제품 중심으로 발달한 OLED 디스플레이는 뛰어난 영상제공 능력을 기반으로 가상·증강현실 뿐만 아니라 새로운 산업분야로 활용 영역의 확장이 예상되며, 아울러 OLED 디스플레이의 수명 연장 및 사용 온도 범위 확대 등 성능 향상 과제를 해결하기 위한 기술과 관련된 출원이 증가할 것으로 예상된다.”고 전망했다.
특허청은 OLED 디스플레이 분야의 특허경쟁력 강화를 위하여, 산업계와 특허청 간의 소통과 협력의 일환으로『IP Together』행사를 정기적으로 개최해 왔으며, ‘개정 특허법 설명회’ 등을 통해 관련 정보를 지속적으로 제공해 나갈 계획이다.

한편, 유비리서치가 발간한 ‘AR과 VR용 디스플레이 시장 보고서’에 따르면 AR과 VR용 OLED는 2017년 260만개 출하되어 52%의 시장 점유율을 차지할 것으로 예상하였으며, 2021년에는 5,200만개 출하되어 80%의 시장 점유율을 차지할 것으로 전망하였다.

<AR과 VR용 디스플레이 타입별 출하량 전망, 출처: 유비리서치>

‘OLED display’ selected by virtual (VR) · Augmented Reality (AR)

October 16, 2017/in 미분류 /by OLEDNET

By adopting OLED display in virtual and augmented reality devices, which are leading the fourth industrial revolution in recent years, users can experience more realistic and lively images with faster response time, richer color and higher contrast ratio comparing to LCD.
OLED displays for virtual and augmented reality have been widely used in all industries including games, advertising, and education, and related applications have recently been actively pursued.

According to the Korean Intellectual Property Office (KIPO), the filing of OLED display for virtual and augmented reality is on an increasing trend each year, in particular, the number of related applications has greatly increased over the last 3 years.

According to the recent filing status by year, there are 240 applications in 2014, 263 in 2015, and 439 in 2016, and applications for OLED display technologies for virtual and augmented reality have increased rapidly from 2014.

The reason for the recent increase in applications for virtual and augmented reality OLED display fields is that the development of various conditions such as resolution, response time, usability, comfort, and price is required as a preliminary task for popularization of virtual and augmented reality devices and OLED displays can realize realistic images and are easy to design with flexibility, which is why they can meet these needs much better than existing LCDs.

Also, given the prospect that the virtual and augmented reality market will increase to about $ 80 billion by 2020, OLED displays suitable for virtual and augmented reality devices are being developed in various forms such as flexible, rollable, bendable, and stretchable displays, and it is expected that applications for OLED display technology for virtual and augmented reality will continue to increase accordingly.

For the filing status of OLED display technology for virtual and augmented reality (2007 ~ 2016), there are 774 cases (60%) of large companies, 142 cases (11%) of medium and small-sized companies, 72 cases (6%) of universities and research institutes, 70 individual cases (5%) 237 foreigner cases (18%).

By major application companies, 465 cases of LG Electronics, 216 cases of Samsung Electronics, 51 cases of Microsoft Corporation, 29 cases of Samsung Display, 20 cases of SK Planet, 17 cases of Qualcomm, 17 cases of LG Display, It can be seen that related technology is dominated by domestic companies.

As for the status of OLED display application field for virtual and augmented reality applications, there are 426 cases of personal entertainment (game, theme park, experience), 169 cases of defense (war simulation, weapons development, fighter pilot), 141 cases of advertisement, 131 cases of medical treatment (3D simulation, virtual endoscopy, simulation), 123 cases of healthcare, 117 movies, etc., indicating that OLED display technologies for virtual and augmented reality are most actively used in the game and defense industries.

“OLED displays, which are developed mainly for personal use products such as TVs and mobile phones, are expected to expand into new industries as well as virtual and augmented reality based on their superior image presentation capabilities,” said Kim Jong-Chan, head of the screening team in the Korean Intellectual Property Office (KIPO). In addition, we expect to see increased applications related to technologies to address performance improvement challenges, such as extending the life of OLED displays and extending the operating temperature range. “.
In order to strengthen the patent competitiveness of OLED display field, KIPO has regularly held “IP Together” event as part of communication and cooperation between industry and patent office, and will continue to provide related information through the “Revised Patent Law Seminar”.

On the other hand, according to the ‘Display Market Report for AR and VR’ published by UBi Research, OLED for AR and VR are expected to be shipped by 2.6 million units in 2017, accounting for 52% of the market share and 52 million units in 2021 accounting for 80% of the market share.

Cynora, TADF will contribute to high-resolution implementation of OLED devices and panel cost reduction

September 25, 2017/in Market, Technology /by OLEDNET

At the Global Materials Tech Fair 2017 held on September 22 in COEX, CEO Ko Chang-hoon of EM Index, Cynora’s Korean partner, announced the development of the thermally activated delayed fluorescence, blue TADF, which is currently under development at Cynora.

Generally, the blue light emitting material is insufficient in life and efficiency compared to red and green. For this reason, OLED panels for mobile devices are manufactured relatively large in blue pixel size compared to other pixels, in the OLED panel for TV, blue light emitting layers are laminated twice. The blue TADF is the material that is being developed to overcome the limitations of this blue light emitting material.

CEO Ko Chang-hoon mentioned “Applying blue TADF increases lifetime and efficiency, so it does not need to increase pixel size and it is advantageous for high resolution implementation” and emphasized “In mobile devices, it will be advantageous to reduce power consumption as well as realize high resolution and in case of TV, it will be advantageous to reduce the panel cost because only one layer of blue light emitting layer needs to be formed.”

He referred to the recent investments of € 25 million from Samsung Venture Investment and LG Display and explained that it was a proof that blue TADF is attracting a lot of attention.

It is also close to the efficiency, lifetime and color purity of the blue TADF required by major OLED panel makers and is expected to meet these requirements by the end of 2017.

<Cynora’s blue TADF development progress>

Finally, the company announced the development roadmap for the green TADF by the end of 2018 and the red TADF by the end of 2019, and concluded by emphasizing that TADF would contribute to high-resolution implementation of OLED products and panel cost reduction.

<Cynora’s TADF product development roadmap>

Fraunhofer Institute will introduce automotive flexible OLED lighting at ISAL 2017

September 14, 2017/in Exhibition, Lighting, Market /by OLEDNET

Specialized in development and manufacturing OLED module, Fraunhofer Institute will introduce Automotive flexible OLED lighting with adjusted color at ISAL 2017 which will be held in Darmstadt, Germany from 25th to 27th September. Fraunhofer Institute had released previously OLED which the color can be adjusted by rigid substrate in 2015.

Fraunhofer Institute has continued to develop flexible OLED lighting since then. Flexible OLED lighting which will be shown at ISAL 2017 is known to be changed to yellow and blue color. It can be shown as white light by making of yellow and blue color at the same time.

Fraunhofer Institute predicts that flexible OLED lighting will be replaced for car interior lights and it could also be used on the ceiling or winding parts where lights cannot be built easily. Commercial lighting is required to have heatsink and unfortunately it can not be easily built with lack of flexibility in design. However flexible OLED lighting is very light and thin which means it is expected to be widely used for Automotives interior with its flexible design. Fraunhofer Institute also made a comment that they may produce flexible OLED substrate glass, metal and plastic film as well.

OLED lighting has been recently used for Automotives interior and it is expected to be used more in the next generation. Customized Automotive service company, Changscustom showed OLED lighting built in the car at Seoul Auto 2016. Furthermore lighting companies including LG Display and Osram supplied OLED tail light with Mercedes-Benz and BMW.

Meanwhile, according to 2017 OLED Lighting Annual Report which was recently published by UBi Research, using of Automotive OLED Lighting will be increased to $2.11 billion in 2025 from $6.4 million in 2017 with 107% of growth rate. Especially flexible OLED Lighting is expected to capture a higher market share more than 95% and flexible OLED Lighting will be widely used instead of rigid OLED lighting.

Starting to have mass production process in Gen5 OLED of LG Display from end of September, lighting market is expected to reach full growth. The growth of OLED lighting market is being watched with keen interest to compare with strong growth of OLED display market.

Fraunhofer Institute, ISAL 2017에서 차량용 flexible OLED 조명을 선보일 예정

September 14, 2017/in 미분류 /by OLEDNET

OLED 모듈의 개발과 제작을 전문적으로 하고 있는 Fraunhofer Institute가 9월 25일부터 27일까지 독일 다름슈타트에서 진행되는 ISAL 2017에서 색조절이 가능한 차량용 flexible OLED를 선보일 예정이라 밝혔다. Fraunhofer Institute는 지난 2015년 rigid 기판을 이용하여 색 조절이 가능한 OLED를 선보인 바 있다.

2015년 이후 Fraunhofer Institute는 flexible OLED 조명을 지속적으로 개발해왔다. 이번 ISAL 2017에서 선보일 flexible OLED 조명은 노란색과 파란색 2가지 색상으로 색 변환이 가능하며 2가지 색상을 동시에 발현하여 백색광을 표현할 수도 있는 것으로 알려졌다.

Fraunhofer Institute는 flexible OLED 조명이 기존의 차량 내부 조명을 대체 할 뿐만 아니라 천장이나 굴곡이 있는 부분 등 설치가 힘든 부분에도 적용 될 것으로 전망했다. 기존의 조명은 SMPS나 방열판이 필요하고 유연한 특성이 부족했기 때문에 설치 제약이 있지만 flexible OLED 조명은 얇고 가벼울 뿐만 아니라 디자인 자율성이 뛰어나 차량 내부에 광범위하게 적용이 될 것으로 기대를 모으고 있다. Fraunhofer Institute는 flexible OLED용 기판이 초 박막 유리나 금속 또는 플라스틱 필름으로 제조가 가능하다고 설명했다.

최근 OLED 조명은 차량 실내외로 적용되며 차세대 차량용 조명으로 큰 관심을 받고 있다. 맞춤형 자동차 서비스 회사인 Changscustom은 OLED 조명을 차량 내부에 설치하여 Seoul Auto 2016에 전시한 바 있으며, LG Display와 Osram 등 OLED 광원 업체들은 Mercedes-Benz와 BMW 등의 완성차 업체에 tail light용 OLED 광원을 납품하기도 하였다.

한편, 유비산업리서치에서 최근 발간한 2017 OLED Lighting Annual Report에 따르면 차량용 OLED 광원은 2017년 640만 달러에서 2025년 21.1억 달러로 연평균 107%의 성장률을 기록할 것으로 전망했다. 특히, flexible OLED 광원이 2021년까지 95% 이상의 시장 점유율을 차지 할 것으로 예상하며 flexible OLED 광원이 rigid OLED 광원보다 적극적으로 채용 될 것으로 전망했다.

OLED 광원 시장은 9월 말부터 본격 가동 되는 LG Display의 Gen5 OLED 광원 양산라인을 시작으로 본격적인 시장 개화가 기대되고 있다. OLED 광원 시장이 OLED 디스플레이 시장만큼 괄목할 만한 성장세를 보여줄 수 있을지 귀추가 주목되고 있다.

유비리서치, 2017 OLED 광원 보고서 발간 : LG Display, 조명용 OLED 패널 본격 양산, 본격적인 시장 개화 기대

September 12, 2017/in 미분류 /by OLEDNET

■ LG Display 9월 말부터 5세대 조명용 OLED 패널 양산 시작

■ 2021년 OLED 조명 패널 시장 약 19억 달러, 2025년 약 58억 달러의 규모 형성 예상

LG Display가 9월 말부터 5세대 조명용 OLED 패널 양산을 시작할 예정으로 OLED 조명 시장이 본격적으로 개화 될 수 있을지 관심이 집중 되고 있다. LG Display에 따르면 월 생산 규모는 15K로서 추후에는 90K까지 설비를 증설 할 것으로 알려졌다.

유비리서치가 8일 발간한 ‘2017 OLED Lighting Annual Report’에 따르면, 전세계 OLED 조명 패널 시장은 2020년부터 크게 성장해 오는 2021년에는 약 19억 달러의 규모를 형성할 것으로 전망했다. 또한 2017년부터 2025년까지 연평균 85%의 성장률을 보이며 2025년에는 58억 달러의 규모를 형성할 것으로 예상했다.

OLED 조명은 얇고 가벼우며 유연한 패널 구현이 가능하기 때문에 설치 공간의 제약이 없고 디자인 자율성이 뛰어나다. 또한, 발열과 flicker 현상이 적고 편안한 분위기를 조성할 수 있기 때문에 일반 실내 조명 뿐만 아니라 차량용과 전시용, 의료용으로 OLED 조명이 채용되고 있다.

하지만 OLED 조명 시장은 모바일 기기와 TV에 적극 적용되고 있는 OLED 디스플레이 시장에 비해 더딘 성장세를 보였다. Osram은 주로 차량용 OLED 조명에 개발을 집중하고 있으며 Philips는 OLED 조명 사업부를 OLEDWorks에 매각했다. 또한, Sumitomo와 Konica Minolta 등의 일본 패널업체들도 산업용이나 의료용 등 다각도로 OLED 조명을 개발 중이지만 큰 성장세를 보이진 못했다.

이번 LG Display의 Gen5 OLED 양산라인 본격 가동으로 조명용 OLED panel 가격이 100 x 100 mm기준 US$ 10 이하로 떨어질 것으로 기대되고 있으며 이를 바탕으로 실내 조명 뿐만 아니라 차량용 조명, 전시용 조명 등 다양한 분야에 걸쳐 적용 될 것으로 보여 더딘 성장세를 보이는 OLED 조명 시장의 활력소가 될 수 있을지 귀추가 주목되고 있다.

유비리서치는 LG Display가 2017년 전세계 조명용 OLED 패널 시장의 약 70% 점유율을 차지할 것으로 예상했으며 2020년에도 약 50%의 점유율로 OLED 조명 패널 시장을 지속적으로 리딩할 것으로 전망했다.

한편, ‘2017 OLED Lighting Annual Report’는 차세대 조명시장 동향과 유망 application 분석, LG Display 투자에 따른 OLED lighting cost 분석, 조명용 OLED 시장 전망 등을 기술하여 OLED 조명 산업의 큰 흐름을 파악할 수 있도록 하였다. 특히, 조명용 OLED 시장 전망과 조명용 OLED 소재 시장 전망, 조명용 OLED 장비 시장 전망을 다양한 관점에서 분석하였기 때문에 관련 업체들의 OLED 조명 시장 파악에 도움이 될 것으로 기대 된다.

< 전체 OLED 조명 panel 매출액 전망>

UBI research publishes 2017 OLED lighting report : LG Display, ready to mass-produce OLED light panel, expecting OLED lighting market to grow fast

September 12, 2017/in Focus on, Lighting, Market, Set /by OLEDNET

■ LG Display starts mass production of 5G OLED panel for lighting from the end of September

■ OLED lighting panel market is projected to grow from US$ 1.9billion in 2021 to US$ 5.8billion by 2025

LG Display will start mass production of 5G OLED light panels from the end of September, therefore attention is focused on whether the OLED lighting market is growing rapidly. According to LG Display, monthly production capacity is 15K, and it is to be increased to 90K later.

According to the ‘2017 OLED Lighting Annual Report’ published by UBI Research on August 8, the global OLED lighting panel market is expected to grow to about US$ 1.9 billion by 2021. Furthermore, it is projected to have a CAGR of 85% for the period 2017-2025, and form a market of US$ 5.8 billion in 2025.

Because OLED lighting is thin, light and flexible, it does not limit the installation space and has excellent design autonomy. In addition, OLED lighting is used for automotive, exhibition, and medical as well as general indoor lighting because it can create a comfortable atmosphere with little heat and flicker.

However, the market for OLED lighting has been slower than that of OLED display, which is widely applied to mobile devices and TVs. Osram focuses primarily on automotive OLED lighting, and Philips sold its OLED lighting division to OLEDWorks. Also, Japanese panel makers such as Sumitomo Chemical and Konica Minolta have developed OLED lighting for industrial and medical applications. Nevertheless, it seems to take time for OLED lighting to become eventually a large market.

With LG Display’s mass production of Gen5 OLED line, the price of OLED light panel is estimated to drop below US $ 10 (100 x 100 mm). The significant price competiveness might enable OLED panels to be applied to various areas such as automobile and display lighting as well as indoor lighting. Owing to this expectation, attention is focused on whether the OLED lighting market, showing signs of slow growth, can be materialized.

UBI Research predicted that LG Display would account for about 70% of the world’s lighting OLED panel market in 2017, and will continue to lead the OLED lighting panel market with a 50% market share in 2020.

Meanwhile, ‘2017 OLED Lighting Annual Report’ describes trends of next-generation lighting market, promising applications, cost analysis upon the investment of LG Display and forecast of OLED lighting market. Since it analyses particularly OLED lighting market, materials market, and equipment market forecasts for OLED lighting from various perspectives, it is expected to help the related companies identify the OLED lighting market.

LG디스플레이, OLED로 글로벌 TV시장 주도할 것

September 12, 2017/in 미분류 /by OLEDNET

LG디스플레이가 9월 12일, 중국 베이징에 위치한 르네상스 캐피탈 호텔 (Renaissance Capital Hotel)에서 중국 세트업체, 유통업체, 관련 전문가 200 여명을 초청하여 프리미엄 TV 시장 현황 및 OLED TV 사업 전개 방향을 공유하는 ‘OLED Partner’s Day’를 가졌다.

<출처 : LG Display>

이날 행사 중 진행된 전문가 포럼에는 LG전자, 소니, 필립스, 스카이워스, 수닝 등의 유통 및 세트업체와 전자상회, 시상협회 등 관련 기관의 주요 임원들이 참석해 OLED가 향후 TV 시장을 주도할 것이라는 데 의견을 같이 했다. 포럼 참석자인 스카이워스의 CEO 류탕즈(刘棠枝)총재는 “중국 TV 산업이 현재 포화상태에 처해있지만, 새로운 가치를 제시할 수 있는 OLED TV는 디스플레이 산업의 돌파구가 될 것”이라며 “OLED TV가 브랜드 인지도 및 점유율 상승에도 도움이 될 것”이라고 발언했다.

LG디스플레이 CMO인 여상덕 사장은 환영사를 통해 “이미 OLED TV는 시장의 대세로 자리매김 하고 있다”면서 “TV 이상의 가치를 제공할 수 있는 진정한 미래 디스플레이인 OLED TV로 시장을 본격 선도해 나갈 것”이라고 강조했다.

LG디스플레이는 2013년 OLED TV용 패널을 양산하기 시작한 이후, LG전자를 시작으로 유럽, 일본, 중국 지역의 13개 주요 업체까지 고객군을 늘려왔다. 9월 초 독일 베를린에서 개최된 ‘IFA(국제 가전 전시회) 2017’에도 LG전자, 스카이워스, 콩카, 필립스, 파나소닉 등 세계 주요 TV 세트업체들이 OLED TV 제품을 전면에 내세웠다.

화질과 두께, 디자인, 시야각, 소비전력 등 다양한 장점을 가지고 있는 OLED TV의 가치를 인정한 세계 주요 세트업체들이 적극적으로 제품을 출시하면서 OLED TV의 시장 경쟁력은 더욱 높아지고 있다.

여상덕 사장은 품질에 대한 자신감을 강조하는 동시에 “안정적인 수율을 확보하는 동시에 17년도에는 170~180만대, 18년도에는 250만대까지 생산량을 확대할 것”이라며 생산 측면에서도 OLED TV가 영향력을 키워갈 수 있는 모든 준비를 마쳤다고 설명했다.

<출처 : LG Display>

OLED TV는 미국 비영리 소비자 단체 ‘컨슈머리포트’ 등 세계 유수의 전문 평가 기관들로부터 연이어 최고의 제품이란 평가를 받고 있다.

OLED TV는 TV를 보지 않을 때에도 그림이나 사진을 전시하는 실내 인테리어 용도로 활용될 수 있으며, 다양한 AI플랫폼 적용이 용이해 활용 범위가 무궁무진하다. LG디스플레이는 무한한 확장성을 지닌 OLED TV로 인해 소비자들의 라이프 스타일도 달라질 것이라고 내다봤다.

여상덕 사장은 “OLED는 TV 시장에 새로운 가치를 제공할 수 있는 진정한 미래 디스플레이”라면서 “LG디스플레이는 더 많은 소비자들이 OLED의 가치를 알고 체험할 수 있도록 다양한 프로모션 활동을 전개하겠다”는 계획을 밝혔다.

LG디스플레이는 중국 핵심 도시 내에서 OLED 체험관을 운영하는 한편, 광저우 타워에 OLED 랜드마크를 구축할 예정이다.

한편, TV 리뷰 매체인 ‘HDTV 테스트’의 편집장 겸 화질전문가인 빈센트 테오(Vincent Teoh)는 최근 실시한 TV 화질 테스트 결과 명암비, 색 정확도 등 모든 측면에서 OLED TV의 압도적인 우수성이 입증되었다고 설명했으며, 중국 유명 촬영가 퉁멍(童梦)은 사용자 관점에서 OLED가 자연 색을 그대로 구현해주는 가장 좋은 디스플레이라며 사용 경험을 공유했다.

행사장 한편에는 OLED의 구조, 화질을 비교할 수 있는 체험 존과 CSO 및 월페이퍼 TV 등 첨단 제품과 고객사 출시 제품 등을 살펴볼 수 있는 전시관을 마련하여 참석자들이 OLED TV의 장점을 직접 체험할 수 있도록 했다.

LG DISPLAY, Will lead global TV market with OLED

September 12, 2017/in Market, Set /by OLEDNET

LG Display invited about 200 people of Chinese set makers, distributors and related experts and had ‘OLED Partner’s Day’ to share the status of premium TV market and OLED TV business development at Renaissance Capital Hotel in Beijing, China on September 12.

In the expert forum on the day, key executives from distribution and set makers such as LG Electronics, Sony, Philips, Skyworth, Suning and related organizations such as electronic committee and awards association participated and agreed that OLED will lead the TV market in the future. Forum participants, Liu Tangz(刘棠枝), CEO of Skyworth, said “The Chinese TV industry is currently in a state of saturation, but OLED TV, which can offer new value, will be a breakthrough in the display industry,” and commented “OLED TV will help increase brand awareness and market share.”

Yeo Sang-Deog, LG Display CMO, said, “OLED TV has already become the market trend” and emphasized “We will lead the market with OLED TV, a true future display that can deliver value beyond TV.”

Since LG Display began mass production of OLED TV panels in 2013, it has expanded its customer base to 13 major companies in Europe, Japan and China, starting with LG Electronics. World TV set makers such as LG Electronics, Skyworth, Concha, Philips and Panasonic have set OLED TV products on the front at the IFA (International Consumer Electronics Show) 2017 in Berlin in early September.

OLED TV’s market competitiveness is getting higher as major set makers in the world recognized the value of OLED TV, which has various advantages such as image quality, thickness, design, viewing angle and power consumption and aggressively launch products.

Yeo Sang-Deog CMO emphasized the confidence in quality, he added, “In addition to securing stable yields, we will increase the output to 1.7 ~ 1.8 million units in 2017 and 2.5 million units in 2018.” and explained that they finished all the preparations that OLED TV can influence in terms of production.

OLED TV has been rated as one of the best products by the world’s leading professional rating agencies such as ‘Consumer Report’, a nonprofit consumer organization in the US.

OLED TV can be used for interior decoration that displays pictures and photos even when not watching TV, and easy to apply on various AI platforms so that there is no limit to the range of applications. LG Display expects OLED TVs with infinite scalability to change the lifestyle of consumers.

“OLED is a true future display that can deliver new value to the TV market,” said Yeo Sang-Deog CMO and “LG Display plans to carry out a variety of promotional activities to enable more consumers to know and experience the value of OLED.”

LG Display plans to build an OLED landmark in Guangzhou Tower while operating an OLED experience center in the core city of China.

Meanwhile, Vincent Teoh, editor-in-chief and image quality expert at HDTV Test, explained that the TV picture quality test conducted recently proved the overwhelming superiority of OLED TV in all aspects such as contrast and color accuracy, famous Chinese photographer Tungmeong (童梦) shared the experience of use from the user perspective that OLED is the best display to realize the natural color.

On the other side of the event hall, there prepared the experience zone that can compare structure and image quality of OLED, gallery that can be observed high-end products such as CSO and wallpapers TV and products released by customers allowing attendees to directly experience the benefits of OLED TV.

[iMiD 2017] LG Display, Spur Development of 77 inch transparent flexible OLED

September 1, 2017/in Exhibition, Technology /by OLEDNET

LG Display’s Kwon Se-Yeol senior researcher introduced the 77-inch transparent flexible OLED which had been introduced in June at IMID 2017 held in BEXCO, Busan on Aug. 30, and announced the applied technologies to realize this.

Kwon Se-Yeol senior researcher mentioned, “OLED is self-luminous, so it can be manufactured with a thin thickness because it does not need a back light unit. The thinner the thickness, the more flexible the OLED can be so that it is easy to implement flexible displays with OLEDs.” and forecasted. “It can be used in various fields such as signage and smart desk.”

The 77-inch transparent flexible OLED which is released this time is a top emission type for improved luminance. The transparent thin film encapsulation layer is applied, different from the conventional OLED TV or large flexible OLED, and two polyimide substrates are used.

Kwon Se-Yeol senior researcher said “We applied a transparent thin-film encapsulation layer instead of the existing metal encapsulation layer for the top emission method ” and explained “A white OLED light emitting layer and a color filter layer were formed on two polyimide substrates and cemented together. A barrier film and a multi-barrier were applied to the top and bottom of the polyimide substrates to prevent moisture and oxygen penetration.”

The Kwon Se-Yeol senior researcher then states that “flexural rigidity of the panel is mainly affected by the thickness of the polarizer and the encapsulant layer, so it is necessary to reduce the thickness in order to improve the flexibility”, and emphasized “By reducing the thickness of the encapsulant layer from 100 μm to 20 μm, we can reduce the strain on the OLED module from 0.36% to 0.21%, along with improved flexibility”.

In addition, he mentioned that surface reflection due to polyimide birefringence phenomenon, laser wavelength selection according to polyimide properties in LLO (laser lift off) process, and use of flexible OLED module are all covered, and technical development is continuing.

Meanwhile, LG Display has developed the world’s first 77-inch transparent flexible OLED with UHD (3840 × 2160) resolution, transmittance of 40%, and radius of curvature of 80R as part of the national project.

[iMiD 2017] LG Display, 77 inch 투명 플렉시블 OLED 개발 박차

September 1, 2017/in 미분류 /by OLEDNET

LG Display의 권세열 책임은 8월 30일 부산 벡스코에서 개최중인 IMID 2017에서 지난 6월 선보인 77 inch 투명 플렉시블 OLED를 소개하며 이를 구현하기 위해 적용 된 기술들을 발표하였다.

권세열 책임은 “OLED는 자발광이라 back light unit이 필요 없어 얇은 두께로 제작이 가능하며, 두께가 얇을 수록 유연성이 향상 되기 때문에 OLED는 플렉시블 디스플레이를 구현하기 용이하다”고 언급하며 “추후 사이니지와 스마트 책상 등 여러 분야에서 적용이 될 수 있을 것”이라 전망했다.

이번에 공개 된 77 inch 투명 플렉시블 OLED는 휘도 향상을 위한 전면 발광방식으로, 기존의 OLED TV나 대형 플렉시블 OLED와는 다르게 투명박막 봉지층이 적용되었으며 polyimide 기판이 2장 사용 되었다.

권세열 책임은 “전면 발광방식을 위해 기존의 금속 봉지층 대신 투명 박막 봉지층을 적용하였다”고 밝히며 “2장의 polyimide 기판에 각각 white OLED 발광층과 칼라필터층을 형성하여 합착 하였다. polyimide 기판 상하부에는 수분과 산소 침투를 방지하기 위해 barrier film과 multi barrier가 적용 되었다”라고 설명했다.

이어서 권세열 책임은 “패널의 휨 강성(flexural rigidity)는 주로 편광판과 봉지층 두께의 영향을 받기 때문에 유연성을 향상시키기 위해서는 두께를 줄이는 것이 필수”라며 “봉지층의 두께를 100um에서 20um까지 줄이면 유연성 향상과 함께 OLED 모듈에 가해지는 변형율(strain)도 0.36%에서 0.21%까지 저감할 수 있을 것”이라 강조하였다.

그 밖에 polyimide 복굴절 현상으로 인한 표면반사이슈와 LLO(laser lift off) 공정 시 polyimide 성질에 따른 laser의 파장 선택, 유연성을 가지는 OLED 모듈 사용 등의 주요 이슈를 다루며 기술 개발이 지속적으로 이루어지고 있다고 언급했다.

한편, LG Display는 국책과제의 일환으로써 UHD(3840 × 2160) 해상도와 투과율 40%, 곡률반경 80R을 가지는 77 inch 투명 플렉시블 OLED를 세계 최초로 개발한 바 있다.

[iMiD 2017] You Dream, We OLED

August 30, 2017/in 미분류 /by OLEDNET

LG Display의 OLED시장에서의 영역 확대가 본격적으로 시작되고 있다.

29일부터 부산에서 개최중인 IMID 2017의 keynote session에서 LG Display의 강인병 CTO는 ”OLED가 미래의 디스플레이 산업을 이끌어 나갈 강력한 후보”라며 LG Display의 future plan을 제시하였다.

강인병 CTO는 대면적 OLED는 2020년까지 현재의 7배로 생산 capa를 증가시켜 LCD와의 cost cap을 줄이고 wall paper와 sound integration, rollable, transparent flexible등의 기술력을 바탕으로 지속적으로 시장을 리딩할 것이라고 밝혔다. LG Display는 최근 중국에 Gen8.5 투자를 진행하였으며 향후 파주 P10 공장에 Gen10.5 OLED 양산라인 투자를 할 것으로 기대되고 있다.

반면 중소형 OLED에서는 plastic OLED를 바탕으로 fast follower전략을 구사할 것으로 발표했다. LG Display는 LG전자의 차기 스마트폰인 V30에 적용될 plastic OLED panel을 양산 중에 있으며, 구미의 E5라인에서 본격적인 양산을 앞두고 있다.또한 추가적인 Gen6 라인에 10조원을 투자할 예정으로 2020년 까지 현재 capa의 13배를 늘릴 수 있을 것으로 기대된다.

이처럼 공격적인 OLED 투자를 바탕으로 LG Display는 대면적 OLED와 중소형 OLED에서 현재 5%에 불과한 OLED 매출액 비중을 2020년에 40%까지 끌어올리겠다는 전략이다.

현재 대면적 OLED는 지속적인 capa증가와 수율 확보가 된 상황으로 LG전자뿐만 아니라 SONY, Philips, Panasonic등 진영을 확대해나가고 있는 추세로 프리미엄 TV 시장을 장악하고 있어 앞으로의 LG Display의 매출액 확대가 유력한 상황이다. 중소형 OLED에서의 양산 성공 여부가 LG Display가 제시한 계획의 달성 여부가 결정될 전망이다.

[iMiD 2017] You Dream, We OLED

August 30, 2017/in Exhibition, Market /by OLEDNET

LG Display is expanding in earnest in OLED market.

In the keynote session of IMID 2017 held in Busan on 29th, LG Display’s CTO Kang In-byeong pointed out the future plan of LG Display as “OLED is a strong candidate to lead the future display industry”.

Kang In-byeong, CTO, said that by 2020, large-area OLED will increase its production capacity by 7 times to 2020, thereby reducing the cost cap with LCD and leading the market on the basis of technology such as wall paper, sound integration, rollable and transparent flexible. LG Display recently invested in Gen8.5 in China and is expected to invest in Gen10.5 OLED mass production line at Paju P10 plant.

On the other hand, for small and medium-sized OLEDs, they have announced that they will use a fast follower strategy based on plastic OLED. LG Display is in mass production of plastic OLED panel to be applied for LG Display’s next smartphone, V30, next smartphone, and is ready for the mass production in the E5 line of Gumi. In addition, they plan to invest 10trn won additionally to Gen6 line, which is expected to increase 13 times the current capacity by 2020.

Based on this aggressive OLED investment, LG Display plans to raise its portion of OLED sales up to 40% in 2020 from current 5% in large-area OLEDs and small- and medium-sized OLEDs.

Currently, large-area OLEDs continue to increase capacity and yield and LG Display is likely to expand sales in the future, as it is dominating the premium TV market as it is expanding the camps of Sony, Philips and Panasonic as well as LG Electronics. The success of mass production in small- and mid-sized OLEDs will determine whether or not LG Display plans to achieve its plan.

iMiD 2017 Industrial Forum, a networking event to predict the next generation OLED market

August 25, 2017/in Exhibition /by OLEDNET

■ “Finding a new OLED market” – Discussing OLED replacement in view of OLED application development

■ Discussing new technologies of future display (LCD, QD-LCD, OLED)

The potential of future OLED development is inexhaustible as OLED can be applicable to all industries including VR / AR, automotive, aerospace, and lighting not content with smart phone and TVs. There has been growing public interest in OLED in many different industries. To meet the market demand, Ubi Research, a market research company co-hosts ‘iMiD2017 Industrial Forum’ with Korea Display Society (KIDS) in BEXCO, Busan on 30th of August.

The forum will proceed with a panel discussion among key specialists and presentation, which will enable people from many different industries to exchange information not only on the display market but also current OLED market status, technology and explore a new market potential generated in the future.
In the first session ‘look for a new OLED market’, OLED replacement will be presented in view of OLED application development. The key players include Dr. Teruo Tohma, WooSeok Jeong, principal research fellow at the Electronics and Telecommunications Research Institute (ETRI), Julian K chang, Managing director of Boeing Corporation, Professor TAKUYA KOMODA at Yamagata University, senior researcher, Michi Hisaishi, ALPINE Michihisa Onishi.

The second session, ‘Discussion of New Technologies in Future Display’ will provide insight into the latest products and technology trend of TV manufacturers competing with one another to dominate the next generation display market. Nam-Suk Oh, CEO of Samsung Electronics will present an updated LCD TV using Quantum dots technology under the title of “Quantum Dot and Advance of LCD-TV”.

In the OLED TV camp, under the title of “OLED, Now and Future”, Joon-Young Yang at LG Display will review the current status of OLED TV led by the current market trends, and also address OLED future implemented in a wide range of ‘flexible and rollable’ designs.

Weir Cao, senior researcher at TCL, will present both the technology status of the Colloidal Quantum Dots and TCL products applied to LCD in the market, under the topic of “TCL Display Technology with QDs”. The premium TV strategies are expectedly revealed. Lee Choong-hoon, CEO of Ubi research co-host of this forum, offered a time to summarize the premium TV market on the topic of ‘OLED TV market outlook by premium TV market expansion’ by analyzing the presentations of the companies that presented earlier.

For more information on the 17th iMiD2017 Industrial Forum, please visit iMiD2017 official website (http://imid.or.kr/2017/indi_forum.asp).

차세대 OLED 시장을 예측할 수 있는 네트워크의 장, iMiD 2017 Industrial Forum

August 25, 2017/in 미분류 /by OLEDNET

OLED는 스마트폰과 TV 뿐 아니라 VR/AR, 자동차, 항공, 조명 등 전 산업으로의 확산 혹은 융합이 가능하다는 점에서 앞으로의 OLED 발전 가능성은 무궁무진하다. 이 때문에 다양한 산업에서의 OLED 관심은 지속적으로 증가하고 있다.

이러한 수요를 충족시키기 위해 시장조사 전문 기관인 유비리서치는 오는 30일(수)에 부산 벡스코에서 ‘iMiD 2017 Industrial Forum’을 한국디스플레이학회(KIDS)와 공동 개최한다.

본 포럼은 각 분야 Key Player들의 발표와 토론(Panel Discussion)이 진행된다. 이는 디스플레이뿐만 아니라 다양한 산업 종사자들에게 OLED의 현 상황과 기술, 시장에 대한 정보를 교환하고 향후 창출될 신 시장을 모색하는 자리가 될 것으로 예상된다.

첫번째 ‘OLED 신시장을 찾아라’ 세션에서는 OLED application 발전으로 본 OLED replacement에 대한 발표가 진행된다. Key Player로는 테루오 토마(Teruo Tohma)박사, 한국전자통신연구원(ETRI)의 정우석 책임연구원, Boeing사의 Julian K chang총괄위원, 야마가타 대학교 타쿠야 코모다(TAKUYA KOMODA)교수, ALPINE사의 미치히사 오니시(Michihisa Onishi) 수석연구원이 발표할 예정이다.

두번째 ‘미래 디스플레이의 신기술에 대한 논의’ 세션에서는 차세대 디스플레이 기술경쟁이 펼쳐지고 있는 각 TV업체들의 최신 제품과 기술동향에 대해 확인 할 수 있다. LCD TV 진영을 대표하는 삼성전자 노남석 상무는 “Quantum Dot and Advance of LCD-TV”라는 주제로 Quantum dots 기술을 활용하여 개선 된 LCD TV에 대해 발표 할 예정이다.

OLED TV 진영에서는 LG 디스플레이의 양준영 담당이 “OLED, Now and Future”라는 주제로 현재 시장 및 트렌드에 따른 OLED TV의 현황에 대한 리뷰뿐만 아니라 flexible과rollable 등 다양한 디자인 구현이 가능한 OLED의 미래를 논의할 예정이다.

이어서 TCL의 Weiran Cao 수석연구원은 “TCL Display Technology with QDs”라는 주제로 TCL에서 연구개발중인 Colloidal Quantum Dots 기술현황과 LCD에 적용하여 출시 중인 TCL 제품에 대해 발표할 예정으로, 중국의 프리미엄 TV에 대한 전략을 확인할 수 있을 것으로 기대된다.

이번 포럼 공동주최사인 유비리서치 이충훈 대표는 ‘프리미엄 TV시장 확대에 따른 OLED TV시장 전망’을 주제로 앞서 발표한 업체들의 발표를 시장 관점에서 분석하여 프리미엄 TV 시장의 전망을 정리할 수 있는 시간을 마련하였다.

‘제17회 iMiD 2017 Industrial Forum’에 대한 더 자세한 정보는 iMiD 2017 공식홈페이지(http://imid.or.kr/2017/indi_forum.asp)를 통해 찾아볼 수 있다.

스트레처블(stretchable) OLED 상용화 앞당겨진다.

August 14, 2017/in 미분류 /by OLEDNET

삼성전자와 LG전자는 2013년부터 플렉시블(flexible) OLED를 적용한 스마트폰과 스마트워치를 꾸준히 출시하고 있으며, 중국의 가전업체에서도 이를 적용한 제품들을 하나 둘 내놓기 시작했다. 특히 스마트폰 업계의 선두 주자인 Apple도 플렉시블 OLED를 적용한 iPhone 출시를 눈앞에 두고 있어 플렉시블 OLED 시장은 더욱 커질 전망이다.

플렉시블 OLED의 형태는 향후 벤더블(bendable)을 지나 폴더블(foldable), 롤러블(rollable)로 변화될 것으로 예상되었다. 그러나 최근 디스플레이 업계가 이를 뛰어넘고 스트레처블(stretchable) OLED 개발에 나서고 있어 소비자의 관심이 집중되고 있다.

스트레처블 OLED는 플렉시블 OLED가 최종적으로 진화한 형태로서 고무줄처럼 신축성을 가지는 OLED를 의미한다.

삼성디스플레이는 이러한 스트레처블 OLED를 SID 2017에서 공개하였다. 삼성디스플레이의 스트레처블 OLED는 9.1 inch로 convex와 concave 형태 모두 구현이 가능하다. 당시 삼성디스플레이는 concave 형태에서 최대 12 mm로 화면이 늘어나면서도 기존의 화질은 그대로 유지하는 기술을 세계 최초로 구현했다고 밝힌 바 있다.

<삼성디스플레이가 전시한 9.1 inch stretchable OLED, 출처: 삼성디스플레이>

LG디스플레이도 스트레처블 OLED를 개발할 예정이다. LG디스플레이는 지난 6일고려대와의 컨소시엄을 통해 20% 이상 신축성을 갖는 백플레인과 발광 화소용 소재, 소자, 공정 원천기술을 총 4년동안 개발할 예정이라 발표하였다.

뿐만 아니라 LG디스플레이는 신축성 플라스틱 기판 소재, 신축성 배선금속과 투명전극 소재, 신축성 유기발광 소재, 신축성 봉지 소재 등을 개발하고, 저온 공정이 가능한 TFT(thin film transistor)와 공정 구조(process architecture) 등을 포함하는 필수 공정기술도 함께 확보할 예정이라 덧붙였다.

현재 스트레처블 관련 기술은 아직 양산에 적용하기 어렵거나 연신율이 5% 남짓에 불과하고 반복 스트레칭 횟수도 제한되어 있다. 또한, 원천 기술은 대부분 해외에 있어 삼성디스플레이와 LG디스플레이의 이러한 행보는 후발주자와의 기술격차를 확고히 다지는 계기가 될 것으로 예상된다.

스트레처블 OLED는 형태의 제약이 없어 상용화 될 시 기존의 스마트폰이나 태블릿 의류, 인간의 피부 등 다양한 분야에 적용되어 기존과는 새로운 영역의 application을 창출해 낼 것으로 기대되고 있다.

Stretchable OLED commercialization is on the rise

August 14, 2017/in Market, Set, Technology /by OLEDNET

Samsung Electronics and LG Electronics have steadily been releasing smartphones and smart watches using flexible OLED since 2013, and electronics companies in China have begun to put out one of them. In particular, Apple, the leader in the smartphone industry, is also seeing the launch of iPhone with flexible OLED, and the flexible OLED market is expected to grow further.

The shape of the flexible OLED was expected to be changed to foldable and rollable beyond the bendable. Recently, however, the display industry has surpassed this trend and has been focusing on the development of stretchable OLEDs.

A stretchable OLED is a type of a flexible OLED that is finally evolves, which means OLED having elasticity as like rubber band.

Samsung Display unveiled this stretchable OLED at SID 2017. Samsung Display’s stretchable OLED is 9.1 inch and implementable both convex and concave shapes. At the time, Samsung Display announced that it realized the world’s first technology to maintain the existing image quality while increasing the screen size to 12 mm in concave mode.

<9.1 inch stretchable OLED displayed by Samsung Display, Source: Samsung Display>

LG Display will also develop the stretchable OLED. LG Display announced on June 6 that it will develop backplane and photoluminescence materials, devices, and process source technologies with elasticity of more than 20% for a total of four years through a consortium with Korea University.

In addition, LG Display has developed flexible plastic substrate materials, flexible wiring materials and transparent electrode materials, stretchable organic light emitting materials, and flexible encapsulates, they will also acquire essential process technologies including thin film transistors (TFTs) and process architectures that enable low-temperature processing.

At present, stretchable related technology is not yet applied to production, or elongation is only about 5%, and the number of repeated stretching is limited. In addition, most of the source technology is in overseas, it is expected that Samsung Display and LG Display will be able to secure technological gap with latecomers.

Stretchable OLED is free of form restrictions and expected to produce applications in new areas when applied to a variety of applications such as smart phones, tablets clothes and human skin when they are commercialized.

LG Electronics, “Sales of the Premium TV in 2017 would hold 60%”

July 27, 2017/in Market, Set /by OLEDNET

LG Electronics spoke that “The portion of premium TVs in total TV sales will be increased from about 40% in 2016 to around 50% in first half of 2017 and up to 60% in the end of this year.” at the conference call in Q2 2017, which was held on 27th.

The performance in Q2 for HE area of LG Electronics showed 4 trillion and 234.9 billion won in sales, and 343 billion won in operating profit. The QOQ on sales was declined to 2.1%, and the demands of the global TV market are continuously reducing, but the sales of the same quarter in last year showed 1.9% growth through the sales expansion of the OLED premium TVs.

Jin-ho, Ha, the HE director of LG Electronics said that “The Q2 performance was slightly decreased in QOQ and same quarter in last year due to the panel cost increase and marketing promotion for the new product launching, but we sustained healthy profit structures through the expansion of the premium TV sales and the improvement of cost structures consistently.” And also expected, “There are concerns on the slowdown in growth of worldwide TV market for the interest rate hikes and the oil price decrease, nevertheless, the premium TV market will steadily grow according to the demand increase on OLED TV and UHD TV.”

Subsequently, he answered on the question of the counterstrategy for the SONY, “It is not just right time to judge the OLED TV of SONY yet, but until now, we think that the OLED TV of us is quite superior regarding the aspect of design of products, image quality, and its lineup and so on.”

On the recent investment for large-sized OLED of LG Display, “LG Display and LG Electronics, both of us, will wisely take and proceed the world best strategy together of premium TVs by strengthening the premium status of OLED TV.”

He explained on the TV business of LG Electronics, “We have been improving the profitability focusing on the premium lines, and also completely avoiding the quantitative competition. We plan to continuously sustain the quality-oriented rather than quantity.” He added, “We will pursue the activities to intensively keep the premium image of OLED.”

They stated to be maintaining the stable profit structures with aiming at continuous sales expansion of premium products through the marketing promotion for the premium TV-oriented to prepare the high-season for the TV market in second half.

LG전자, “2017년 프리미엄 TV 매출 60% 차지할 것”

July 27, 2017/in 미분류 /by OLEDNET

LG전자는 27일 진행된 2017년 2분기 컨퍼런스 콜을 통해 “전체 TV 매출 중 프리미엄 TV 제품의 비중은 2016년 40%대, 2017년 상반기 50%대, 2017년 연간은 60%까지 확대될 것”이라고 밝혔다.

LG전자의 HE부분 2분기 실적은 매출액 4조 2,349억원, 영업이익 3,430억원을 기록했다고 밝혔다.매출액은 전분기 대비 2.1% 감소하며 글로벌 TV시장의 수요가 지속적으로 감소되고 있으나, OLED TV 등 프리미엄 제품 판매 확대로 전년 동기 대비 매출은 1.9% 성장하였다.

하진호 LG전자 HE상무는 “2분기 실적은 패널가격 상승과 신제품 출시에 따른 마케팅 활동 확대로 전분기 및 전년 동기대비 소폭 하락하였지만 프리미엄 TV 판매 확대와 지속적인 원가구조 개선활동을 통해 건전한 수익 구조를 유지했다”고 밝혔다. 또한, “3분기 TV 시장은 금리 인상, 유가 하락 등으로 인한 전세계 TV시장의 성장 둔화 우려가 있으나 OLED TV와 UHD TV 수요 증가로 프리미엄 TV 시장은 꾸준히 성장할 것”으로 예상했다.

이어 SONY에 대한 대응 전략 질문에는 “SONY OLED TV를 아직 판단하기 이르지만 현재까지는 제품의 디자인, 화질, 라인업 측면에서 LG전자의 OLED TV가 상당히 우위에 있다고 판단한다”고 밝혔다.

최근 LG Display의 대형 OLED 투자에 대해서는 “양사가 슬기롭게 진행하여 전체적으로는 OLED TV의 프리미엄 지위를 강화하고 세계 최고의 프리미엄 TV 전략을 갖고 가겠다”고 설명했다.

LG전자는 TV 사업에 대해 “프리미엄 중심으로 수익성을 개선해왔고 양적 중심의 경쟁은 절대적으로 지양하고 있다”면서 “앞으로도 양이 아닌 질적 중심으로 방향을 잡고 있다”고 설명했다. 또한, “전체적으로 OLED의 프리미엄 이미지를 강하게 유지해가는 방향으로 추진하겠다”고 덧붙였다.

하반기 TV시장 성수기 진입에 대응한 프리미엄 TV 중심의 마케팅 활동을 통해 지속적인 프리미엄 매출 확대 목표로 안정적인 수익 구조를 유지할 것이라고 밝혔다.

LG Display, 2020년 총 매출 중 OLED의 비중 40% 전망

July 26, 2017/in 미분류 /by OLEDNET

LG Display는 7월 26일 진행된 2017년 2분기 컨퍼런스콜을 통해 OLED 매출 중심 구조로 매출을 바꿔나가겠다고 밝히며 전체 매출 중 OLED가 차지하는 비율이 2017년 10%에서 2020년에는 40%로 확대할 것이라 전망했다.

LG Display의 김상돈 CFO는 4년에 걸쳐 파주 P10 공장에 약 15조원 규모의 10.5세대 OLED과 6세대 POLED 생산라인을 투자할 예정이라 밝혔다. 김상돈 CFO는 “파주 P10 투자는 OLED TV 수요가 2018년에 250만대, 2020년엔 600만대로 예측되는 등 그 수요가 빠르게 증가하고 있기 때문에 양산과 효율성 증가를 위한 선행적 과제”라며 “파주 P10 공장을 OLED 허브로 삼겠다”고 언급했다.

또한, 김상돈 CFO는 “파주 P10 공장 10.5세대 OLED 라인은 2017년 7월부터 2019년 1월까지 필요한 장비를 발주와 설치를 진행하고 이후 6~12개월 동안 테스트 기간을 거쳐 원장 기준 월 3만장 규모의 OLED를 양산하는 게 1차 목표”라고 밝히며 “P10 공장에 투자금액 5조원을 들여 월 3만장 규모의 6세대 POLED 신규 라인을 증설할 계획이며 2019년부터 생산을 시작할 예정”이라 설명하였다.

이어서 LG Display는 기존에 투자한 구미 E5는 올해 안으로 월 1만 5000장 규모의 6세대 POLED를 양산할 것이며 파주 E6라인은 2018년 2분기 안으로 월 1만 5000장 규모의 6세대 POLED를 양산할 계획이라 밝혔다. 또한 중국 광저우 OLED 신규 라인에는 투자금액 5조원을 들여 2019년 상반기부터 월 6만장 규모의 8.5세대 OLED를 양산할 것이라 언급했다. 최근 이슈가 되고 있는 중국 광저우 8.5세대 OLED 투자로 인한 기술 유출 우려에 김상돈 CFO는 “OLED는 카피가 어려운 복합적인 기술로 지난 2013년부터 현재까지 광저우 LCD라인에서 기술유출 사례가 없었다”며 “오히려 국산화 장비와 제반 투자로 오는 수혜가 클 것”이라 답했다.

한편 LG Display의 올해 2분기 매출액은 6조 6290억원으로 전분기(7조 620억원)대비 6% 하락하였지만 작년 동분기(5조 8550억원)대비 13% 증가하였다. 제품별 판매 비중은 TV용 패널이 전분기 대비 3%p 증가한 46%, 모바일 패널이 4%p 감소한 22%, 모니터용 패널이 2%p 증가한 17%, 노트북ㆍ태블릿용 패널이 1%p 감소한 15%를 차지했다. 상반기는 계절적 비 성수기에 속해 실적이 감소했지만 성수기인 하반기에는 상반기 대비 출하량이 증가할 것이라 LG Display는 설명하였다.

LG Display, Expects 40% of OLED out of total sales in 2020.

July 26, 2017/in Market /by OLEDNET

LG Display spoke that they plan to change the sales structure by focusing on the OLED sales at the conference call in Q2, 2017 which was held on 26 July, and they expected that the OLED sales portion among the total sales would be from 10% in this year to 40% in 2020.

Sang-don, Kim, the CFO of LG Display said that they will invest about 15 trillion won of production line for the Gen10.5 OLED and the Gen6 POLED(Plastic OLED) at Paju P10 factory against 4 years. He said that “The investment of Paju P10 is a leading task for the mass production and the improvement of efficiency because the demand of OLED TV is rapidly increasing by the forecasting of 2.5 million units in 2018 and 6 million units in 2020. We will take the P10 factory as an OLED hub.”

The CFO also said that “We plan to order and install the necessary equipment from July 2017 to January 2019 for the Gen10.5 OLED line in Paju P10 factory, and through test period for 6~12 months, the 1^st target will be to mass-produce the OLED of 30,000 units per month based on single unit. 5 trillion won will be invested to the P10 factory to install new lines of the Gen6 POLED with 30,000 units per month and it would be started to produce it in 2019.”

Accordingly, LG Display announced that E5 in Gumi, which was previously invested, plans to mass-produce the Gen6 POLED with monthly 15,000 units of scale in this year, E6 in Paju plans to mass-produce the Gen6 POLED with monthly 15,000 units of scale in Q2 2018. In addition, they mentioned that at the OLED new line in Guangzhou, China, will mass-produce the Gen8.5 OLED with monthly 60,000 units of scale from the first half of 2019 by the investment of the 5 trillion won. For concerns on the technology leakages about the investment of the Gen8.5 OLED in Guangzhou, the CFO, Sang-don, Kim, said “There was no cases of technology leakages in the LCD line of Guangzhou until now from last 2013 since the OLED is complicated technology to copy, and there would be much benefit by the localized equipment and all investment instead of it.”

Meanwhile, the sales of LG Display for the Q2 this year were reduced QOQ 6% (7,620 billion won) as 6,629 billion won, but, increased 13% versus same quarter of last year (5,855 billion won). The portions by the products are following: 46% for TV panels (QOQ +3%p), 22% for Mobile panels (QOQ -4%p), 17% for Monitor panels (QOQ +2%p), 15% for Laptop/Tablet panels (QOQ -1%p). LG Display explained that the performance in first half declined due to the seasonality impact, but the shipments in second half considered as high-season, will be increased versus first half.

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