| To: slacker711 who wrote (13442) | 11/25/2017 3:01:34 PM | | From: EvanG | | | | Currently, construction of the A5 plant is undergoing a process of selecting the land.
I have trouble telling from some of these articles how old they are, back when the A5 plant was announced they wrote as if it was already under construction. A bunch of articles make it seem like it is 2 buildings. Since you posted one mentioning land being selected, I will post a graphic I have seen twice in the last two weeks.
It looks like an IHS slide on the site selection for the A5 plant. The L-7 OLED conversion, which we have been called A4, is called the T-project in the graphic and what it calls the "Land for A4" is obviously what we keep referring to as the A5 plant. Those are other reasons why I think this might be slightly dated. The interesting thing is that it mentions a G10.5 OLED line on what appears to be an IHS slide.
hkconsensus.hankyung.com
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| To: EvanG who wrote (13468) | 11/25/2017 5:05:17 PM | | From: IceHawk | | | | Overseas Company Analysis: United States Universal Display ( OLED: US)
Deepening dependence
Global OLED production capacity is estimated to be expanding sustainable. This is naturally connected to the OLED Material demand. Given this, the growth of the UDC strength, specific OLED materials market is expected to further strengthen my position, etc.
2017 again raised the earnings guidance
(Universal Display Corporation) UDC positive share performance since the third quarter earnings announcement. Note background is determined by 1) 3Q09 transfer and licensing yy performance significantly improved, 2) performing guidance such as up-2017. Note that the UDC is to present the third quarter results to Table 3.1 billion in annual sales guidance in 2017 (+ 56% yy) ~ 3.2 one hundred million US dollars (+ 61% yy) upstream from the existing guidance forecast (2.9 100,000,000 to 3.0 billion US dollars)
2018 earnings forecast for steep improvement
Fundamentals of UDC is expected to overcome the seasonal and re-strengthened. This is expected to increase OLED supplier ?, ? license revenue, etc. because Zoom. China sales of the UDC as coming specifically 0.7% in 2014 ? 1.4% 2015 ? 2016 years years 3.6% ? situation is being continued expansion of 17 percent in the third quarter 2017.
OLED materials supply company that area is spread or the like according to a new line operation effects of China OLED panel makers. Since 2018 expected production capacity of China's OLED manufacturers now have to be expanded more Chinese company earnings improvement expected to continue. In addition, Lai seonsing earnings growth even at eye level with our customers diversification effect of UDC is higher sustainability prospects. 2018 consensus earnings-related revenue is 3.92 billion US dollars, operating profit Situations that are formed in 1.93 one hundred million US dollars
There is a bunch of long-term strategy Overweight
The main factors that weigh survival in the OLED materials industry is competitive and we believe the patent and gaeksa diversification strategy. The company is rated companies and expand customer specific proprietary technology patented OLED materials with bar bath. It is determined that a sufficient condition groups are the best investment. As also expected to re-strengthen the company's future competitiveness and investment appeal confirmed the improved performance
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| To: EvanG who wrote (13468) | 11/25/2017 5:31:56 PM | | From: IceHawk | | | | Relevant OLED contents from hkconsensus.hankyung.com Thanks EvanG
Display industry report 2017.11.17
2018 technology is considered to be a major source of revenue in the LCD display industry is expected to change as OLED.
Roneun of the LCD are expected to be limited to the profit growth, OLED is emerging as a technology that can be an alternative. As a Outperformer combines opportunities, it recommends that companies focus on strengthening its position
Technology in the display industry in 2018 will be considered as the main source of revenue is expected to change in the existing LCD to OLED.
In particular, the OLED is determined as a next generation display technology samneun a result the maximum of the inhibiting display value chain income point.
The gist of view LCD and OLED will likely also vary. First, the LCD industry is expected to continue in 2018, even unfriendly atmosphere. So we believe that the current market is recognized when the LCD industry Down Cycle far been concentrated on important questions.
Our LCD market is judged to be not a Buyer's Market Seller's Market. Got competition has become more complicated with the entry of the new panel makers supply stabilizing factor find is that unlikely. In the short term will be difficult to stabilize factor of LCD panel prices are expected, it should be expected to be a long-term quantitative than qualitative competition Competition in the LCD panel. The Company shall be limited LCD market reversal until the supply and demand changes in factors that can capture the collateral Bottom-out, such as supply reduction, demand recovery. On the other hand we expect OLED (Flexible OLED) industry in 2018 continue a friendly atmosphere, and is expected to occur unexpectedly positive momentum in the demand and supply side. And the current market, we believe that that the injury time of the OLED industry is far concentrated on important questions. Our OLED penetration in smartphones serve as favorable demand outlook for OLED, such as demand is expected to grow sustainable. Also to be spread around the falls is a steep growth in demand for OLED Foldable City become apparent that the emergence of the smartphone. Supply outlook is projected to Chinese panel makers gasero OLED panel production is followed by South Korea to be authentic expanding into China. The Company therefore views the growing influence of the OLED is determined that it is necessary to spread a positive vision.
2018 Display Industry Investment Strategy It is recommended to focus on the directional OLED earnings at the same time, which is incorporated into the company OLED Supply Chain Validation. In particular, display materials and components to leading the market through specialized OLED-related technologies competitive or recommendation to invest in emerging companies as possible as an alternative to the traditional leader of the company.
Innox advanced materials: OLED materials processing companies to strengthen its market position View Deoksan Neo Lux: '18 years of OLED material supply while rapidly expanding investment attractiveness larger view UDC: Strengthening fundamentals again based on the specific source of OLED materials technology patents expectations Casillas: Large depositing equipment such as deposition and evaporation source related technologies unmatched global competitiveness incidence views Wi MC: OLED materials for the process (target) and components (ESC) benefits from enlargement
1. 2018 years Flexible OLED industry demand Unexpected demand momentum of Flexible OLED industry expectations 2018 Flexible OLED market environment is expected to be better than fear. And it may cause unexpected positive momentum in the demand and supply side, we recommend that you consider this example. First smart phone proportion of Flexible OLED demand is estimated to exceed 80% (release criteria). It soon Flexible OLED demand can interpret that in the smartphone sphere of influence. We basically expect to benefit from the panel technology change rather than benefit from the Q (volume) growth of smartphones. In particular, Flexible OLED Smartphone penetration is 8% lower in situation. Future penetration is expected to expand the influence, etc. Flexible OLED suppliers increases, Flexible OLED panel prices.
Add a company is expected to be a factor in the future Foldable Flexible OLED smartphone Party strongly demands psychological drama. This is because the concept of the smartphone specifications widened in hardware support sectors such as voice recognition, iris recognition, face recognition in design support sectors such as display Form Factor (size or arrangement of the hardware). And because Smart Display Form Factor major change in the situation of the Flexible Display Device patents teupon set makers persists public / applications are presented to the key variables of the smartphone can differentiate. On the other hand whether Foldable Smartphone appearance is still unclear circumstances. It is determined that only the latest Samsung smartphone Foldable develop and market the official noted, when considering entering Foldable smartphone era such as ZTE's smartphones Axon M Foldable public and formulate market is becoming evident.
Now more current smartphone demand, which accounts for most in the Flexible OLED demand look in detail one of us is basically expected to benefit from the panel of technical change rather than benefit from the Q (volume) growth of smartphones Global smartphone shipments growth also 2018 nyeonbu emitter're likely to be expanded again is a positive situation downstream industry. Global smartphone shipments from the fourth quarter of 2016 to the first quarter of 2017 with a new eoteuna effect once entered the bokse two new effects disappear from the quarter, iPhone shipments of new models rise into the atmosphere increased demand has slowed. The limitations of the smartphone specifications that point upward, holding reduces the need for replacement is identified as the main cause of the slowdown in shipments. However, shipments are expected to dunhwase hwadoel gradually completed in the third quarter of 2017 as a new generation of smart phones appeared in a Flexible OLED display, all of the next-generation evolution of AR, such as hardware and software. 2018 global smartphone shipments recorded 1.5 billion units in 9960 (+ 3.2% yy) levels, and growth is expected to expand again. Smart phones are expected to be part of a skills gap reduction and limitation of up-to-spec company will also intensify competition between companies Flexible OLED demand is expected to have a positive impact. Camera, mobile specifications such as memory chips if the technology gap between companies with common related technologies almost non-existent situation and Flexible OLED is still there in less than a and is equipped with the exception of flash geusip smartphones such as Samsung Electronics, Apple products to differentiate the relevant panel demand is expected to continue to maintain a good flow. Demand for Flexible OLED display with the first iPhone X was also higher than expected demand for other Flexible OLED display makers are expected to be further expanded.
Foldable emergence of smartphones is why the Flexible OLED demand is expected to expand more rapidly in the future. As mentioned earlier, in addition to hardware support sectors such as voice recognition, iris recognition, facial recognition because it is the largest part of the Display Form Factor could seek changes in the product differentiated between companies. Foldable Smartphone is the first mass production of a product MEDIAS W (N-05E) model of the Japanese company NEC Casio has launched in 2013 a few times but never introduced such a similar dual-display product concept designs in the past. Such product was the product dual display screen is not just of two to rotate the back of the display about the hinge point is a feature which could be placed side by side the two display on the front. The development of folding Foldable Display smartphone later than the dual display but not in commercially available production capacity, including members of the technical challenges product was a situation does not exist. But in September 2017, while Samsung Electronics officially referred to as the Foldable Smartphone development and launch expanded expectations for the product launch. Recently, Samsung Electronics' Galaxy X Foldable an estimated smartphone design and user interface (UI) is a patent pending status also.
China's ZTE also announced the recent NEC dual-screen smartphone Axon M Foldable similar MEDIAS W's. Axon M is a smart phone that is equipped with a 5.2-inch display was extended up to 6.75 inch tablet form when unfold both sides of the hinge as a starting point.
Already in progress related to the development of technology prototypes and Foldable addition Chu Shi Biao smartphone Samsung and other smartphone makers ZTE thrown. Following Samsung and Apple the world's third largest smartphone maker Huawei shipments are now mass-produce Foldable Smartphone Prototype class language that was likely to be released in 2018. China has released a prototype from Lenovo also Shanghai in July, Oppo also completed the patent application for a drawing in which 30% of the top of the screen folds. Apple also called when supplied with the panel's LG Display plans to launch this smartphone Foldable Display 2020 was also announced news. Thus Foldable Display smartphone because it expects the smartphone crystal size will be expanded to the current panel based on twice when in fact production is a situation that is developing in various global smartphone maker Flexible OLED demand is expected to grow even faster.
However, the current technology level 5 if millionth smoked folded over, because it is not the situation hard to ensure the technology does have a problem occur on the display production, which means even if the product is part of release from 2018 is expected to be after 2019 All. But Foldable smart phone era has entered it becomes clear Flexible OLED demand is expected to wear the benefit of such a display Form Factor
On the other hand there are also factors that inhibit the proliferation demand OLED (Rigid Flexible +). Company 18.X: 9 ratio LCD panel determines that it would. One issue in 2017 up to smartphone display trend 18.X: 9 ratio LCD panel was. Background: 1) Display Form Factor changes, 2) OLED compared to the low price, 3) TV / movie content aspect ratio of 18: 9 is determined by standardized proliferation such views. 18.X of actual smartphone makers: 9 panels are believed to be a steep turn in applications. In particular, Chinese smartphone makers such as OLED panel prices 18.X burden and stable supplier mihwakbo: it is determined that expressed high interest in 9 LCD panel. Market research firm IHS is 18.X: 9 panel shipments are forecast to 1.7 billion in 2018 ? 4 billion in 2017. 9 LCD panel has also increased the production of panel makers are planning: Add to 18.X. We 18.X: 9 ratio LCD panel and high potential judgment. But do not expect to inflict a serious blow to the short-term threat as one OLED growth. This is because there are limitations to implement form-factor diversification of the LCD. Note that in 2018 the demand for Flexible OLED Notch Type week) It is expected to be concentrated. week) Notch type: Displaying an upper middle portion Displaying an upper middle portion U Shaped, or Shaped, or Shaped, or Shaped, or Shaped, or Shaped, or Shaped, or Shaped, or V Designed to remove shape
2. 2018 years Flexible OLED industry supplies Supplier of Flexible OLED industry is expected to expand sustainable Very new, but the fact is, companies that administer the Flexible OLED new / expansion investment is a situation that continues to rise. In 2018 the center of China and South Korea panel makers Flexible OLED new / expansion investment is expected to continue. But companies are planning significant expansion as China and South Korea panel makers to consider the generation of scale and determines that Samsung Display, LG Display, BOE, EverDisplay, Tianma, Visionox 6 dogs. This is because we believe has secured a solid customer base case of the six companies. That Flexible OLED investment is needed solid customer base as much as ongoing IT panel production purposes. If a customer base as weak investor sentiment has cooled re-investment plan, or may be delayed.
We (ceiling) is 223K 2017-year global medium-sized OLED panel production capacity (six-generation conversion based) / month ? will be expanded in 2018 375K / month, of Flexible OLED production capacity accounted for 65% in 2017 ? 79 2018 year It is expected to increase as a percentage.
We forecast the following in connection with OLED capacity expansion by major panel makers.
Samsung Display: A5 investment is key
1) Samsung Display: Interest in the current market are focused on whether the display of the Samsung A5 (New Flexible OLED production facility) investment house line. For the background we need to enforce A5 investments can be analyzed. However, with regard to A5 investment period it is not an easy situation wagers come up with specific views. First, we have determined the bar high last July (center front-end equipment) Samsung Display OLED Supply Chain Tom room Results 2018 A5 capex and equipment orders likely. Because per hour (04.07 Korea time), Samsung Electronics was the shared display new investment plan. With nine volumes of Samsung Display has announced that'm just reviewing the new OLED infrastructure in Asan. However, in September 2018 Exploring the result A5 effort equipment orders outlook was confirmed silhada is uncertain. Because between equipment vendors had different views. Background and cooled the sentiment A5 Samsung Rigid OLED display production line capacity utilization and rock, 18.X: judges, etc. The emergence of 9 LCD panel.
We like the recent visits and market research 2018 A5 production facilities framing construction continues being a language proceed as planned, we expect constructive process. Equipment orders are expected to take place in the center of the core processes. Order size estimates 30K / month. Additional Flexible OLED aggressive investment demand as yet the crowd hagieneun view (Foldable smartphone market) are likely to follow, because the risks. Samsung Flexible OLED display production capacity (six generations in terms of basis) 116K / August 2017 ? It estimated to be expanding 161K / month in 2018.
2) LG Display: LG Display is expected confusing than ever. Which we believe LG Display is Flexible OLED (LG Display is expressed as Plastic OLED) because you did not recognize the relevant authorities and mass production techniques. Market participants are situations that do not hide the connection, and the company concerned Flexible OLED production technology. But why should we believe may be many, the media coverage, including smartphones, OLED panel burn-in (burn-in) to increase the phenomenon concerned voice. But the quality debate issues when considering the Flexible OLED yield improvement of LG Display is expected to be resolved.
LG Display has also strengthened the sixth generation investment to ensure sufficient production facility and at the same time continuing to improve production technology activities. We expect LG Display amount of E5 (6 generations) increase investment, E6 (6 generations) as new investment plans proceed without a hitch. Note the current case of Flexible OLED into a situation where production is going to focus on a small number of panel makers. This judgment would be a great opportunity to stabilize its customer base through strategic alliances at panel makers stance. We Flexible OLED production capacity of LG Display (6th generation conversion basis) is estimated to be expanding 61K / month 2017 21K / Month ? 2018 years. The large OLED display from LG is doing strengthen our market competitiveness and threaten the large LCD. In this regard the company has presented a large OLED investment plans in China as one of the strategies to strengthen the large OLED market position. At present, China's large OLED investment plans being stepped in the procedures to obtain the approval Korea Information section. The future if given the approval of the South Korea company's large OLED impact is expected to be expanded. In addition, it is also expected to result in a fundamental change of large display technology.
3) China (BOE, EverDisplay, Tianma, Visionox) Chinese panel makers are likely to enter the market, small and medium-sized OLED (Rigid + Flexible) it came long been raised, in addition to a special motion-related investments have not yet been observed up. In fact, it is not easy to assess whether such small and medium-sized OLED production technology, customers gain from Chinese panel makers. However, we believe that the OLED investment offensive of Chinese panel makers will reap the results, keep this in mind. Investment by Chinese panel makers is to be noted that the focus to OLED, is expanding. We believe that the small and medium-sized OLED production / investment planned Chinese panel makers, robes, having company BOE, EverDisplay, Tianma, Visionox 4 dogs and progress to production / expansion meaningful when considering the generation and the scale at the present time. Chinese small and medium-sized OLED is determined that bloom through these companies. By Asus, Huawei, ZTE, etc. Based on the domestic demand (clients) because the assessment is also positive that the future investment environment. We are small and medium-sized OLED production capacity in China (6th generation conversion based) this will be expanded in 2017 28K (ceilings) / month ? 2018 years of 83K / month, of Flexible OLED production capacity accounted for in 42% ? 75% 2018 2017 We expect to grow to.
The BOE has been reported to be in volume production of 5-inch OLED panels in three B6 5.5 (Ordos). In the case of three B7 6 (Chengdu) we expect Progress panel production capacity expansion investment to be in full swing with some lines from the fourth quarter of 2017. Etc. In the case of specific size, resolution, customers, mass production time of the panel 5.5 inches QHD, VIVO effort, for the fourth quarter of '17 year, 5.99-inch FHD VIVO is facing, in the first quarter of '18, QHD Huawei is facing, '18 the situation in the second quarter, including impressions. BOE is currently underway for three B11 6 (Mianyang) new production facility investments. B11 investments are identified as being faster than the market expected. B11 equipment orders in September 2017, the equipment was brought in July 2018, production is expected to be launched in May 2019. Add to BOE is the B12 6-generation (Chongqing) investment plan share. However, to determine feasibility B12 investment plan at this point is difficult to predict because it is desirable to understand as part of investment plans. Our forecast medium-sized OLED production capacity of BOE (6 generations in terms of criteria) would be expanded to 37K / month in 2017 5K / Month ? 2018 years.
 
4) EverDisplay: 6 three ongoing investment
EverDisplay has a mass about 1 inch smartwatch dragon 5 inches OLED panels for smartphones in the fourth generation (Shanghai). Current sixth-generation (Shanghai) Investment new production facility is also underway. Is shown by the sixth generation equipment orders (July 2017) started some equipment was imported in September 2018, production is a situation that is expected to be launched in May 2019. EverDisplay is known as a supplier in the Chinese panel makers supply of OLED panels currently the only Chinese Huawei. Supplier of OLED panels in the second quarter based on actual Huawei is a Samsung display and EverDisplay, market share is a bar by the market research company announced that 79% and 21%, respectively. We are small and medium-sized OLED production capacity of EverDisplay (6 three converted basis) is 3K / August 2017 ? We expect to expand 5K / month in 2018. In 2019 sixth-generation production facilities is estimated to be full-scale operation to build the capacity of 25K / month.
 
5) Tianma: LTPS-LCD market power on OLED growth
Tianma is there to mass produce OLED panels for smartphones from 5.5 inches 5.5G (Shanghai). The current expansion into additional investments in progress, production capacity is expected to expand sustainable. Also, sixth-generation (Wuhan) investment in new production facilities are also enforceable. Is shown by the sixth generation equipment orders (May 2016) and the equipment imported (March 2017) being part of the proceeds, production is a situation that is expected to be launched in December 2017. Meanwhile, Tianma is a significant expansion for companies that are global smartphone LCD (LTPS standards) panel market share. Recently Tianma 18: It is known that a plan to accelerate the smartphone 9 aspect ratio LCD panel production. Customers also already materialized situation in China, Huawei, OPPO, VIVO, Gionee other object. Our unit is built after the 2018 Six-generation OLED emitter Tianma facility in the 18: 9 aspect ratio outlook for OLED panels and solid customer base to strengthen its market position as a weapon: 9 aspect ratio / 21. We expect small and medium-sized OLED production capacity of Tianma (6 generations in terms of criteria) would be expanded 29K / month in 2017 9K / Month ? 2018 years.
6) Visionox: China OLED panel makers' shipment rates among panel manufacturers is the steepest
Visionox are from 5.5G (Kunshan) mass production of OLED panels for smartphones, such as 5.5 inches. And it advances the current 5.5G additional capacity investments. In addition, the Executive has been 6 generations (Gu'an) investing new production facilities, domestic OLED equipment suppliers are also situations in which the delivery process, the specialized equipment. It said the paper showed that the sixth-generation equipment orders (July 2017) in earnest and equipment imports in March 2018, production is a situation that is expected to be launched in March 2019. Visionox is a company which likely many Chinese panel makers of this chapter, the 2017 shipments of OLED panels for smartphones. Specifically smart phones root of major panel makers in 2017 OLED panel shipments are expected to Visionox 330 10 000, EverDisplay 250 10 000, BOE 50 vs. 10 000, Tianma 30 million. Especially in the case of Visionox bar panel shipment outlook identify more specific set of brand manufacturers a variety of OEM / ODM (original equipment mounting type / manufacturer developed production methods) Company Vaughan to confirm that customers are likely positive. We expect small and medium-sized OLED production capacity of Visionox (6 generations in terms of criteria) would be expanded 5K / month in 2017 4K / Month ? 2018 years. In 2019 the sixth generation production facility is an authentic East is estimated to be building a production capacity of 25K / month.
 
3. Investment Strategy
Focused on companies that make parts of a deepening dependence on OLED
In the display industry technology will be considered as the main source of revenue is expected to change in the existing LCD to OLED. The display materials and components to leading the market through specialized OLED-related technologies competitive or recommendation to invest in emerging companies as possible as an alternative to the traditional leader of the company.
First, like the high-tech materials and Innox Deoksan Neo Lux are consistent with the promising investment companies selected conditions. Innox advanced materials Began to replace some of the volume of Japanese manufacturers who were securing the existing monopoly case of small and medium-sized OLED materials from the second half of 2017 as the company is doing all deliveries of large and medium-sized OLED material OLED material. Because expected to continue to cut costs and material suppliers in order to secure delivery reliability in dual display makers stance since 2018 the company's small and medium-sized OLED replacement volume is expected to expand more rapidly daedoel. Deoksan Neo Lux It is already expanding role as an alternative to US companies in a particular situation, organic materials. My future status of organic materials market is more likely to be strengthened further growth of the Chinese OLED ensure our customers expect.
Second, Add to UDC (Universal Display Corporation) Growth is based on the particular organic material source technology patents stamina, my position, such as OLED materials market is expected to be further enhanced. Yass If it based on the unique market position and prospects for OLED evaporation sources benefit from the Korea / China OLED investment for expansion. MC Wai It is expected to benefit from the growing OLED market fully into the material (target) and components for OLED process (ESC) lead
Note that if the panel makers invest China (circa Eastern, Shenzhen E) By default, it recommends a conservative approach. Why LCD business because it is likely for the time being supplier in Buyer's Market environment not enjoy a dominant position ever. And OLED (Flexible OLED based) business is because they assess that a lack of competitiveness that can facilitate recognition of changes yet to OLED manufacturers are important in determining the 'competitiveness' to create a product sold at a higher price. Panel makers in Korea LG Display It presents the PBR 0.7 ~ 1.0 times the Trading Strategy. First, LG Display's business direction has appeared in one hand, problems arise opportunity unprecedented in accordance with the computer enters LCD ? OLED. Currently the market is raising the LG Flexible OLED display quality problems, such as large-size OLED Chinese investment uncertainty and does not recognize the value of OLED. But OLED value when developing future OLED Competitiveness factors are advantageously is expected to be some reality.
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| From: STA2015 | 11/25/2017 8:21:48 PM | | | | | | Wow! The last two posts from Ice Hawk are lengthy translation from a report on the Asian Display Industry with emphasis on China (at least the posts).
Let me cite a few quotes:
...LCD display industry is expected to change as OLED.
It [the report] recommends that companies focus on strengthening its [OLED} position.
Our OLED penetration in smartphones serve as a favorable demand outlook for OLED, such demand is expected to grow sustainable (or substantially?).
UDC: Strengthening fundamentals...
2018 Flexible OLED market environment is expected to be better than fear. And it may cause unexpected positive momentum.
...Flexible OLED demand is expected to grow even better.
But do not expect to inflict (LCD efforts) a serious blow to the short term threat as one OLED growth. This is because there are limitations to implement form factor diversification of the LCD.
My (the analyst) future status of organic materials market is more likely to be strengthened further growth of the Chinese OLED ensure our customers expect.
Finally,
UDC growth is based on the particular organic material source technology patents stamina, my position, such as OLED materials is expected to be further enhanced.
All of the above was quotes from the Ice Hawk posts.
IMO, wow! It is the analysts opinion that the Chinese market is going to have a significant impact on flexible OLED production starting in 2018. Seeing as though the UDC analyst estimates have under forecast UDC earnings for the past 4 quarters - will they continue to under forecast earnings in 2018? The report seems to support one to believe in that possibility.
PS Wishing everyone a blessed and SAFE thanksgiving weekend. |
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| From: oled2030 | 11/26/2017 10:26:41 AM | | | | | | Sunday, November 26, 2017 06:07 PM
Apple to develop foldable iPhone that can ‘open and close like a book'
The tech giant has applied for a patent for the device, and is believed to be working with LG to develop the screen technology.
New Delhi:Tech giant Apple is all set to develop a foldable iPhone that can be ‘opened and closed like a book’.
A patent application filed by Apple and published by the US Patent and Trademark Office reveals a concept for electronic devices with flexible displays.
"An electronic device may have a flexible portion that allows the device to be folded. The device may have a flexible display. The flexible display may have a bending region that allows the display to bend along a bend axis when the device is folded," Apple's patent application said.
As per the reports by The Investor, Apple has partnered with LG to build an iPhone with a foldable OLED display. LG is also working on a "rigid flexible printed circuit board" for it.
Samsung is expected to launch its 'foldable' Galaxy X next year, while foldable iPhone panel production could start from 2020.
First Published : Sunday, November 26, 2017 06:07 PM
newsnation.in |
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| From: slacker711 | 11/27/2017 8:18:18 AM | | | | | | B7 is the BOE fab that began production in October. They are building B11 for operation in 2019 and now they are talking about B12.
etnews.com
BOE to promote OLED production line for Apple ... 'B11 · 12 West Flexible Foldable'
Issued on: November 27, 2017 Text smaller text larger Print
BOE to promote OLED production line for Apple ... 'B11 · 12 West Flexible Foldable'
BOE, China's largest display maker, is pushing Apple to supply flexible organic light emitting diodes (OLEDs). The company plans to build a large-scale Apple line to satisfy Apple's demand for OLED supply and demand. BOE executives recently visited Apple and it is said that they have shared such a business strategy. Samsung Display is the only company to supply Flexible OLED to Apple. Since LG Display has been mentioned as an additional supplier, BOE has emerged as a variable.
According to a number of industry sources on the 27th, BOE has decided to build B11, which was set up in Sichuan province, Yangcheng, China, and B12, which is currently planning to invest, as an exclusive line for Apple.
In detail, BOE plans to produce 70% of flexible OLEDs in B11 and 30% of foldable panel panels. In the B12 line, Flexible and Foldable panels will be mass-produced at 50% each.
B11 is BOE's second flexible OLED plant after Chengdu B7. A total of 46.5 billion yuan (about 7.9 trillion won) will be invested. Major front-end equipment orders started in June.
The B12 investment has not yet been confirmed, but it is likely to enter Chongqing. BOE has weighed the B11 and B12 line investments together. It has already been found that he has a separate team for the B12 inside.
The BOE is said to have provided Apple with the construction of B11 and B12. Whether or not it is an investment determined by Apple's needs has not been confirmed, but it seems clear that BOE is actively engaged with Apple.
To qualify as an Apple vendor, you must apply the equipment and technology required by Apple. A long process is required to produce the sample and perform the performance and quality tests several times to pass the final standard. If the BOE packs its production lines to suit Apple's appetite, it will not be available if it does not get the final approval.
BOE's move is a factor that will strain the domestic display industry. Apple is currently supplying a flexible OLED for iPhone to Samsung Display. We are looking for a new flexible OLED supplier in addition to Samsung Display. As a result, LG Display has been mentioned as the most likely additional supplier candidate so far, and it has been impossible to rule out competition with the BOE. BOE and Apple are expected to enter the lead in the flexible OLED market.
It was not known what strategy the BOE had set up to reach Apple. It is noteworthy that the BOE has set its goal to produce foldable OLED as well as flexible. Foldable is a collapsible display. It is attracting attention as a necessary technology to implement next-generation smartphones and tablets. BOE has both R & D and prototype products for both 'in-foldable' folding panels inward and 'out-foldable' folding outward.
Although BOE's OLED technology is insufficient compared to domestic Samsung and LG, it is rated as the most complete among Chinese display makers. In fact, BOE recently started mass production of 6G OLED flexible OLEDs. Last month, we held a large-scale commemorative event to showcase our technology. BOE exhibited panel prototypes similar to the notch cut display of the iPhone X at the time of the event.
"It is true that BOE OLED is inferior to the domestic market in terms of quality and production, but we are pursuing it as an investment, " a representative in the display industry said.
Baek Ok Jin display professional journalist withok@etnews.com |
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| To: slacker711 who wrote (13473) | 11/27/2017 10:16:43 AM | | From: I'manoledguy | | | | Slacker, This sentence from your post brings to mind UDC and their analyst discussions about developing emitters that meet customer specific needs.
"you must apply the equipment and technology required by Apple. A long process is required to produce the sample and perform the performance and quality tests several times to pass the final standard." |
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| From: IceHawk | 11/27/2017 12:40:58 PM | | | | | | Japan's largest curved OLED digital signage panel in operation
JR Kyushu Agency Co., Ltd., an advertising agency of the JR Kyushu Group, announced the largest domestic EL organic surface digital signage at the JR Hakata station in Fukuoka City Hakata-ku Station 1- 1), we will start operation.
Large organic electroluminescent surface digital signage was developed by collecting the technologies of Dai Nippon Printing Co., Ltd. and LG Group.
By offering a realistic and dynamic visual world that wraps around with high definition, it has great potential as a future communication medium mainly for space production.
Hakata Station is a transportation base of Kyushu and the gateway of Asia and at the same time it is a landmark of the city called "Fukuoka" popular from home and abroad.
Within Hakata Station premises, large organic EL surface curved digital signage is expected to create new communication space as a memorable medium that impacts many customers.
Posted by return_to_forever |
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| From: tomjames | 11/27/2017 12:45:10 PM | | | | | | | the hit piece was a setup to help someone big cover. Don't be fooled. Close over $190 imo |
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