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To: RitzHuskie who wrote (12635)10/5/2017 5:13:42 PM
From: Cooters
1 Recommendation   of 13788
 
One thing that may be a wild card in the negotiations....Since Samsung is currently having there rear end handed to them in T.V. development. What if they are considering developing an OLED T.V., which they may be? My bet is that does happen in the next 2 years. I think both companies are considering that when they are at the table.

Also correct, and from Samsung's POV they would want a fixed license with TV revenues not yet factored into forecasts. However, the fact they are dragging this out while industry estimates go nowhere but up tells me they plan to take it to the end......

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From: IceHawk10/5/2017 5:22:36 PM
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Report: Flexible Display Shipments To Increase Drastically



October 5, 2017 - Written By Daniel Golightly


According to a new 6-year market report on display technologies from market intelligence firm Tractica, flexible display shipments are on the rise and may increase to 643 million units yearly by the year 2022. The report itself, released on October 4, goes into far more detail and covers a range of other topics related to display technologies. However, among the more interesting points made by the report is that the split between the available technologies for creating those displays increases pretty dramatically over that time period. OLED will, unsurprisingly, leading the way by a huge margin. That shouldn’t be altogether shocking since many devices with screens already sport flexible panels, including smartphones, vehicle dashboards, and the control panels on home appliances, but Tractica’s report takes things a bit further and envisions their use in a wide variety of new applications, as well.

With regard to the actual numbers involved in the flexible displays, the Tractica report sees the use of LED displays as having already effectively flatlined, while E-paper and LCD displays will not even manage to reach 100 million units in annual terms of shipments by 2022. That’s a drastic contrast to OLED flexible panels, which are already expected to be at above 169.9 million units in 2017 alone. From there, the increase will only increase more rapidly, one chart provided by Tractica indicates. The chart shows OLED flexible displays hitting and surpassing 300 million units shipped in 2019, 400 million in 2020, and no fewer than 500 million units per year sometime between 2021 and 2022.

Beyond smartphones such as Samsung’s Galaxy S8, Galaxy S8 Plus, and Galaxy Note 8 or the newly announced second-generation Google Pixel devices, Tractica predicts that the increased demand for the displays will put them in a position, in terms of pricing and manufacturing efficiency, to be used in more technologies. Of course, that includes an expanding number of wearables and tablets but the prediction extends well past those more mundane uses, too. In fact, it could put them in a position to be used in smart cards, e-writers and e-readers, vehicle dashboards, television and other video content displays, and marketing – including their use in shelving labels and business signs. It seems that, at that point, the range of uses for the shapeable, energy-efficient displays will be mostly limited by the level of ingenuity of those holding leadership roles in the world’s industries.







https://www.androidheadlines.com/2017/10/report-flexible-display-shipments-to-increase-drastically.html




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To: Cooters who wrote (12637)10/5/2017 10:18:58 PM
From: Troper52
   of 13788
 
"...the fact they are dragging this out while industry estimates go nowhere but up tells me they plan to take it to the end......"



Really? What can Samsung have to win by pushing this contract negotiation to the limit? They just lost their equivalent of a CEO to prison, right?

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To: Troper52 who wrote (12639)10/5/2017 10:21:16 PM
From: Cooters
2 Recommendations   of 13788
 
Really? What can Samsung have to win by pushing this contract negotiation to the limit? They just lost their equivalent of a CEO to prison, right?

Wrong frame of reference. What do they have to lose?

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From: RitzHuskie10/6/2017 9:46:49 AM
1 Recommendation   of 13788
 
Could someone post a table of all the OLED factories scheduled or in process of coming online? There have been so many announcements and it gets mentioned on the board a lot. I can't keep track of what is referred to anymore. This would be much appreciated Here are suggested headings for a table:

Name of company Location Date to come online Devices(if known) Volume Other

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To: RitzHuskie who wrote (12641)10/6/2017 9:50:59 AM
From: CycleTed
1 Recommendation   of 13788
 
Look at message # 11732

Message 31214321

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From: IceHawk10/6/2017 1:39:06 PM
   of 13788
 
Advertising column Morris 100% LG Oled at Charles de Gaulle airport

06.10.2017 / 13:49 / By Luka Lemorentin

LG Electronics is exhibiting its technical know-how at the Charles de Gaulle airport near Paris.

The first installation of the genre in France, this Morris column for advertising purposes is composed of twelve LG Oled screens 55 ' (140 cm) curved Full HD . Travelers will have the opportunity to admire it in the Duty Free zone of Terminal 2E at Charles de Gaulle Airport.







The LG" We are extremely proud of the new display, which provides industry professionals with an overview of the possibilities offered by our Open Frame Oled screens ," said Laurent Samama, head of B2B division at LG Electronics. We continue to develop innovative new display technologies to help professionals develop solutions that appeal to consumers . "








avcesar.com

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From: IceHawk10/6/2017 1:40:49 PM
   of 13788
 
OLED taillights from LGLG Electronics is bringing the company's first OLED taillights, which they say are used in vehicles of a major European automotive manufacturer. As a provider of OLED televisions, LG has experience with integrating OLED technologies.




© LG


The OLED rear light from LG is more compact than conventional lighting modules, since it is up to 85 to 90 per cent smaller than traditional rear lights without backlighting. The OLED lamp from LG produces less heat, which improves the durability and longevity. In addition to the new OLED rear light, LG will also be presenting other innovative products such as AV navigation systems, infotainment systems and comfort enhancers such as ADAS cameras, LCD instrument panels and electric compressors.




hanser-automotive.de

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From: IceHawk10/6/2017 1:53:30 PM
   of 13788
 
DISPLAY INDUSTRY COMPETITION IN 2 ~ 3 YEARS

Last modified: 2017-10-06 08:00:00


The display industry is not finding much vitality due to the combination of demand downturn and oversupply.

When OLED and Oxide TFTs, which have high technical barriers and analog characteristics, are not easy to imitate, they are expected to hit the market within two to three years through product technology when they are installed in high-definition TVs and smart phones in earnest.



LG Display is introducing 'OLED Wave', 'OLED Panorama', and 'OLED Circle' ahead of market changes due to its differentiated technology.


According to a recent report released by LG Economic Research Institute, "Display Industry Comes Within 2 ~ 3 Years", the display industry has entered a recession phase since 2H10. The industry has shown remarkable improvement in recent years I can not.

This is attributed to the rapid decline in selling prices as demand for flat-panel TVs, which drove growth in the display industry since the mid-2000s, slowed down in earnest.

In some cases, it was predicted that demand and supply would be balanced from the second half of 2013 as companies continued to reduce their investments due to continued deterioration in profitability. However, if you do not have a game changer to change the market dominance that can fundamentally solve the zero-sum game and CRT replacement due to the commercialization of technology, The report predicts that more companies will lose their presence in the market.

"As Taiwanese companies have succeeded in catching up quickly with technical support and cooperation from Japanese companies and made the market a red ocean," said Lee Han-yeon, a researcher at LG Economic Research Institute. It may end sooner than expected. "

In particular, we anticipate that the source of added value added in the industry will be occupied by a handful of people, or that it will be resolved within at least two or three years before the existing game rules, which are dictated by the rapid obsession of competitive advantage factors, will be repeated.

The report is a key point to watch during this period, including: the development of technology development between Japanese companies or between Japan and Taiwan; and the early mass production of Taiwanese companies in the next generation of product technology.

Sony and Panasonic have recently announced plans to jointly develop OLED TVs, and Sony has already announced a partnership with Taiwan's AUO in the field of large-area OLEDs.

Sharp, which is concentrating on Oxide TFT, is expected to strengthen its cooperation after Foxcon has acquired a stake in Sharp's production line. Despite the loss of competitiveness in mass production, it is necessary for Japanese companies with strong basic R & D capabilities to look ahead.

In addition, Taiwanese companies are in the process of mass production of new technology products ahead of schedule. AUO and CMI plan to start mass production of OLED panels in the second half of this year, though they are small in order to quickly respond to the Korean OLED market.

One researcher said, "OLED and oxide TFTs will be installed in high-definition OLED TVs, high-resolution UD LCD TVs, and FHD display smart phones.



Reporter Jung Eun-mi ( 21cindiun@metroseoul.co.kr )

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From: IceHawk10/6/2017 1:56:48 PM
2 Recommendations   of 13788
 
BOE has outstripped LG Display on deliveries of large-size LCD panels

10/06/2017 11:51




The Chinese manufacturer of displays BOE has outstripped the South Korean competitors in the world market of large-format LCD panels, informs The Investor referring to data IHS Markit.

Specialists found that in August BOE came out on top in shipping LCD panels with a diagonal of 9 inches or more, delivering 13.32 million displays. Next came the LG Display with 11.6 million units, Innolux (10.02 million panels) and Samsung Display (5.64 million).

It is also reported that in the final summer month, a total of 62.3 million LCD panels of a large size were received on the world market, which is 6.6% more than the July figure.

Observers note that South Korean vendors are shifting their attention to high-end Ultra HD panels, while Chinese companies are actively capturing the LCD segment. According to IHS, in August Samsung Display and LG Display controlled 26.3% and 23.8% of the world market of TV panels with Ultra HD resolution.

However, BOE not only expands its presence in the LCD market, but is already building ambitious plans to seize leadership in the OLED industry. In a recent interview with Nikkei, a representative of the Chinese company said that BOE is building a new OLED plant, which will be mass-produced in 2019. According to informed industry sources, the company can become a supplier for Apple. It has even been reported that companies are already negotiating the possibility of delivering displays for Apple Watch and iPhone.


According to The Investor Source: DailyComm

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