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Technology Stocks : OLED Universal Display Corp
OLED 208.93-3.0%Jun 18 4:00 PM EDT

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From: chessboard_andy4/21/2021 12:35:01 PM
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Throw-back Tuesday. . . 2.2" "screen equivalents" and the iriver Clix


As I was writing my last post, I had a moment of nostalgia for the old Y! board and the many discussions of capacity expansion at that time.

Way back in the mid-aughts we used to talk a lot about screens per month. The term of art the UDC came to use was "screen equivalents" which as I recall referred to the area equivalent to a 2.2" screen.

Something very similar but at a different order of magnitude continues to take place in LG Displays press releases regarding capacity. For example in the July 2018 press release about the Guangzhou Joint Venture getting approval from the Chinese authorities comes the following:

"Adding that to the production capacity of 70,000 input sheets per month from the company’s plants in Paju, LG Display’s total production capacity of large-size OLED panels will reach 130,000 sheets per month by the second half of 2019. This capacity will enable the company to ship up to 10 million 55-inch OLED TV panels on a yearly basis."

(My emphasis.) The 55" TV is the new 2.2" mp3 screen.

The math is pretty interesting and simple. 8.5G Glass measures 2200mm*2500mm=5,500,000 mm^2
So each sheet represents 5.5 square meters of glass. UDC materials coat the entire area.
Coincidentally, an 8.5G Glass efficiently produces six (6) 55" display panels.
130,000 sheets/month * 6 panels/sheet * 12 months/year = 9,360,000 panels per year at the 55" "Screen Equivalent" measure. (The 9.36 compared to 10 million stated capacity is merely a function of rounding errors on the throughput.)

So, when you look at numbers related to the numbers of OLED TV's sold keep in mind that the metric we care about should not be the number of television. Honestly it shouldn't even be the number of "Screen Equivalents." It should be meters squared.

As a final note. 10.5G glass measures 2940mm*3370mm=9,907,800 mm^2. So a bit over 9.9 m^2 of glass. As I was discussing in my prior note these sheets are basically 11' tall by nearly 10' wide and they need specially built doors and equipment to move them around. The size limit is constricted to practical issues such as overpasses and train tunnels at that point. Interestingly, one of the potential benefits of OVJP is that the process can be done vertically or horizontally and the glass should not have to be moved much from chamber to chamber, so large glass may be a "perfect fit" whenever this comes to pass.

Chessboard,
Andy
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