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From: I'manoledguy7/15/2021 9:23:25 AM
1 Recommendation   of 26699
 
If only something like OVJP could be invented and put into production:


3 things needed for Samsung and LG to expand IT OLED production


  • Gi Jong Lee
  • ?? 2021.07.15



  • Customers, Gen 8.5 FMM technology and feasibility
    Image: Apple
    OLED is widely used in smartphones and smart watches, but hardly in IT applications, or for tablets, notebooks and monitors. Liquid crystal display (LCD) is still the dominant panel used in non-smartphone products.

    South Korean display equipment maker had hoped for Samsung Display and LG Display to expand their spending on their production capacity for IT OLED panels, but there has been no related news announced by the two companies for over a year.

    Three things will be needed for the pair to start aggressively expanding their IT OLED production capacities: a stable, volume demand from customers, technology to realize a new emission layer and economic feasibility.

    Multiple sources that TheElec talked at Samsung Display and LG Display say customer is the foremost thing needed.

    Expanding panel production capacities requires billions of dollars in spending, which require a thorough review of market demand, line operation rate and profitability.

    According to market research firm Omdia, this year, 5.5 million tablets will use OLED panels; in 2022 this will expand to 6.1 million units. OLED application in notebooks will also expand from 3.6 million units to 4.3 million units over the same time period. This is a relatively high growth rate and the panels are bigger meaning they will fetch more in price per unit.

    However, in absolute volume, OLED panels for smartphones dwarfs these figures. According to Omdia, a total of 585 million units of OLED smartphones will be shipped this year. Smart watches that use OLED panels will reach 120 million units in shipment at the same time.

    OLED use in IT products will gradually increase, one of the sources said. But display panel companies will need secure enough volume orders from customers before executing any large spending in the sector, they said. Another one of the sources said Samsung Display and LG Display can currently convert exiting lines with low operation rate into those for IT OLED panels with the current demand that don’t require large investments.

    Another requirement for large spending in the sector will be technology. The OLED industry is currently focusing on two stack tandem structure for OLED panels __ where two layers of red, green and blue emission layers are stacked __ as well as fine metal mask for super large mother glasses.

    Two stack tandem is shown to double the luminance in OLED panels and offer four times the life span compared to singe tack. The sources said Apple had asked its South Korean display panel supplier to use the two stack tandem structure for the OLED panel it plans to use for an iPad launching in 2023. Two stack tandem is deemed need for OLED panels in tablets as the device is used longer than smartphones that average two to three years of use, the sources said.
    Samsung Display is planning to apply the single stack structure for the OLED panels it plans to supply for iPads next year. The OLED panels it supplies for Samsung Electronics’ Galaxy Book Pro series also uses a single stack structure.

    LG Display, which is highly likely to supply OLED panels for the iPad launching in 2023, has already applied the two stack tandem structure in automotive OLED panels.

    Fine metal mask, or FMM, is also a challenge. A FMM that can used for Gen 8.5 substrate (2200x2500mm) over the current Gen 6 (1500x1850mm) is needed. This is because of economic feasibility. FMM is used to deposit organic material on the substrate. A larger substrate means more panels can be manufactured per substrate at the same time. More of the substrate is used without being wasted, especially for larger panels.

    For example, a Gen 6 substrate can make 48 units of 13.3-inch panels. A Gen 8 substrate will be able to make 96 units. This increase is productivity can drastically reduce cost for display makers.

    Samsung Display is more likely start expanding its spending on IT OLED panels than LG Display, the sources said.

    Samsung Display has recently increased its IT OLED panel production target for this year from 4 million units to between 5.5 million to 6 million units.

    ???? © THE ELEC



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    From: Ravid.Ron7/16/2021 3:31:24 AM
    9 Recommendations   of 26699
     
    LGD 10.5th generation investment 'essential' to supply OLED to Samsung

    In order for LG Display to supply organic light emitting diode (OLED) panels for TVs to Samsung Electronics, there has been an observation that it should hurry up to invest in the 10.5th generation (2940 × 3370 mm) fab.

    Choong-Hoon Lee, CEO of UBI Research, a market research company, said at a display technology seminar held online on the 16th, "In order for LG Display to supply OLED panels for TVs to Samsung Electronics, it will need 10.5G investment this year."

    The timing of resuming investment in 'P10', LG Display's 10.5th generation OLED fab in Paju, is currently unclear. LG Display has been responding to increased OLED demand by operating the Guangzhou OLED line in China since the second half of last year.

    CEO Lee Choong-hoon said, "Even if Samsung Electronics does not join as a customer, LG Display will have to invest in the 10.5th generation next year at the latest." "Otherwise, OLED supply for TVs in 2024 will fall short of demand," he emphasized.

    He added, "If we do not change the existing LCD fab to 10.5G OLED, it is time to make a new investment."

    LG Display is expected to operate large LCD lines in Korea at least until this year. As LCD prices are not expected to drop significantly next year, many view that LG Display will maintain its large LCD line next year.

    According to UBI Research, the demand for OLED panels for TVs is increasing rapidly recently. In the second quarter of this year, LG Display's TV OLED panel shipments were counted as 1.8 million units, up 185.7% from the same period last year.

    LG Display is expected to ship 7.2 million OLED panels for TV this year. It is suggested that this number will increase to 8 million units next year and 10 million units in 2024.

    CEO Lee said, "If Samsung Electronics receives OLED panels from LG Display and makes TVs, LG Display's shipment of 10 million large OLEDs can be advanced by one year." “Eventually, 10 million shipments will be possible in 2023,” he explains.

    In addition, CEO Lee said that OLED panels will rapidly spread beyond smartphones and TVs to tablets and laptops. When Apple's iPad with Samsung Display's OLED panel is released next year, OLED adoption is expected to become common in high-end tablets.

    It also has great potential in the notebook market. About 800,000 laptops with OLED were shipped last year, but 2 million units have already been shipped in the first half of this year alone. About 4 million OLED notebooks are expected to be shipped this year.

    CEO Lee predicted, "From this year, Samsung Electronics will lead the high-end notebook market with OLED notebooks."

    daily.hankooki.com

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    From: Ravid.Ron7/16/2021 3:49:40 AM
    3 Recommendations   of 26699
     
    LG Display, Apple's foldable phone panel development 'cruising well'

    LG Display is in the process of developing a folding (foldable) display to be supplied to Apple. Apple is expected to launch a foldable iPhone in 2023.

    According to UBI Research on the 16th, LG Display and Apple started joint development of foldable organic light emitting diode (OLED).

    On this day, Lee Choong-hoon, CEO of UBI Research, said, “Apple has entrusted LG Display with its own patents related to foldable OLED. LG Display is continuing its development tasks.”

    The foldable panel that the two companies are collaborating with is an in-folding method that folds inward. A technology that makes the folded part thin by an etching process is applied. The size is estimated to be around 7.5 inches.

    Previously, LG Display supplied foldable panels for laptops to Lenovo. It is still for smartphones. LG Display is said to have also formed an organization related to cover windows that protects foldable displays last year.

    In the meantime, Samsung Display has been leading the foldable market. Starting with the 'Galaxy Fold' released by Samsung Electronics in 2019, it exclusively supplied panels such as the 'Galaxy Z Flip' and 'Galaxy Z Fold 2'. Samsung Display will also be in charge of the next foldable phone that Samsung Electronics will be unveiling in August.

    The industry expects Apple to release a foldable product around the next year or so. Apple relied heavily on Samsung Display in the existing smartphone OLED field. Recently, we have dualized our partners with LG Display. Foldable also plans to lower the proportion of specific companies through LG Display.

    Meanwhile, in the second half of this year, China's Xiaomi, Oppo, and Vivo, and the US' Google will also release foldable phones. As more products are released, the foldable market itself is highly likely to expand. According to market research firm Omdia, foldable display shipments in 2021 are estimated to be around 13 million units. This is two to three times higher than the previous year.

    ddaily.co.kr

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    From: I'manoledguy7/16/2021 9:09:28 AM
    2 Recommendations   of 26699
     

    Large OLED panels to likely face shortage in 2024


  • Gijong Lee
  • ?? 2021.07.16



  • According to UBI Research
    Image: UBI Research
    There will likely be a shortage of large-sized OLED panels used in TVs starting in 2024, UBI Research CEO Choong Hoon Yi said.

    Yi based his forecast on the production capacity for large-sized OLED panels and t here expected demand going forward.

    Demand for large-sized OLED panels is expected to be around 7.2 million units this year, but this will increase to 10 million units in 2023 and 12 million units in 2024, Yi said at an online conference on Friday.

    LG Display is currently the sole supplier of large-sized OLED panels. Its current production capacity for the panels is around 10 million units a year. It has production lines in Paju, South Korea and Guangzhou, China.

    Unless the company expands its capacity, demand will outpace supply by 2 million units in 2024, the CEO noted.

    Yi said LG Display may commence expansion of its capacity earlier than scheduled in light of this possibility.

    Last year in January, the South Korean display panel maker had said it plans to start spending in expanding its Gen 10.5 (2940x3370mm) OLED production line in 2023.LG Display currently manufactures its OLED panels in Gen 8.5 (2200x2500mm) OLED lines. Using the larger Gen 10.5 substrate can increase productivity for the firm. A Gen 10.5 substrate can make eight 65-inch panels or six 75-inch panels. In contrast, a Gen 8.5 can make six 55-inch panels and three 65-inch panels.

    Yi said LG Display will start investing no later than next year as it will take more time to secure the needed yield rate in a Gen 10.5 line, considering that the firm has no prior experience using such a large substrate in production.

    However, the CEO also said LG Display doesn’t necessarily need to focus on Gen 10.5 and can upgrade its existing Gen 8.5 lines to expand production capacity.

    Yi also said his demand forecast is based on those from LG Electronics, Sony and other exiting OLED panel customers.

    If Samsung Electronics were to start procuring large-sized OLED panels from LG Display, the shortage will happen sooner by a year, he noted. In this scenario, LG Display will need to start expanding its capacity this year.

    Meanwhile, the UBI Research CEO also said 1,8 million units of large-sized OLED panels were shipped in the second quarter, an 186% increase from the second quarter of 2020. It was also a 13% increase from the first quarter of 2021. LG Display began operating its Guangzhou OLED plant in the third quarter of last year and its capacity has increased since then, Yi said.

    The tablet market will also lead to expanded shipment of mid-sized OLED panels, the CEO said. Previously, the launch of foldable products was expected to cannibalize the tablet market but Apple was delaying its foldable phone launch and planning to introduce a OLED iPad next year, Yi said.

    For OLED panels used in notebooks, shipment reached 2 million units in the first half of this year, he said. A minimum of 4 million units is expected to be shipped this year. Samsung Display is the only company that manufactures notebook OLED panels.





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    From: mikeemarc7/16/2021 9:56:43 AM
    2 Recommendations   of 26699
     
    Two stack and phone equivalent...

    Just wondering if the following thinking makes sense...

    Future iPads if say 10M with this two stack of materials would represent material usage equivalent of 10M x 3 x 2 = 60M current phones..

    Also wasn't aware of auto use of two stack by LG assuming this is true..

    Phones can use single-stack OLEDs as they are smaller and used for a shorter period of time compared to iPads, says the report, but for longer use like high-end tablets and automotive displays the Korean screen makers would have to develop and supply a two-stack technology. LG already employs OLED screens with two diode layers for cars, so it wouldn't be too hard to imagine that Samsung won't be the sole supplier of iPad Pro 2023 screens.

    phonearena.com

    Mikee

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    From: I'manoledguy7/16/2021 10:41:48 AM
       of 26699
     

    Xiaomi overtakes Apple as no. 2 smartphone maker

    Fri, July 16, 2021, 6:23 AM

    Xiaomi has overtaken Apple as the world's number two maker of smartphones.

    That's according to analysis by researchers at Canalys.

    The Chinese brand took 17% of the market for smartphones in the second quarter.

    That put it ahead of Apple's 14%, and just behind leader Samsung, which was on 19%.

    Unit sales don't tell the whole story though.

    Canalys says Xiaomi phones are on average as much as 75% cheaper than handsets from its big two rivals.

    It says growing sales of higher-end devices is thus the firm's big challenge for the year ahead.

    Xiaomi's growth rate is hard to dispute, however.

    The company's shipments jumped more than 300% in Latin America, 150% in Africa, and 50% in Europe.

    XIAOMI FLAGSHIP PHONE IS THE Mi - 11

    Although it's only 8.38mm thick, this is a huge phone, measuring 74.6mm wide and 164.3mm tall. The chassis accommodates a 6.81-inch AMOLED screen with minimal bezels -- the screen to body ratio is an impressive 91.2%. The front camera sits unobtrusively in a cut-out in the upper left corner.

    It was impossible for me to reach across the screen one-handed, but then smaller screens give me the same problem so that usability factor is not in itself a deal breaker.

    The screen's WQHD+ (1440 x 3200 pixels, 515ppi) resolution is, in fact, more of a deal-maker. Everything I did -- reading emails, social media and web pages, and watching video -- was extremely easy on the eye. The handset can automatically switch between full resolution and FHD+ (1800 x 2400) to save on battery power, you can opt for a 120Hz refresh rate for greater clarity, and the screen tops out at an exceptionally bright 1,700 nits. The Mi 11 Ultra's screen has the same specification as that of the Mi 11.

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    From: Ravid.Ron7/16/2021 2:07:55 PM
    1 Recommendation   of 26699
     


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    From: soitgoes7/16/2021 7:16:22 PM
       of 26699
     
    LG's rollable OLED TV on sale in US for a whopping $100,000

    cnet.com

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    From: Ravid.Ron7/18/2021 12:41:19 AM
       of 26699
     
    Samsung Display promotes dualization of QD inkjet equipment

    Samsung Display is preparing alternatives to overcome the difficulties of the quantum dot (QD) business. It plans to improve yield (percentage of good products) and quality by adding key equipment partners.

    According to the industry on the 18th, Samsung Display is reviewing the dualization of QD inkjet equipment.

    The QD-Organic Light Emitting Diode (OLED) that Samsung Display will mass-produce in the second half is divided into three layers. ? Thin-film transistor (TFT) that controls the light-emitting source ? Blue OLED light-emitting source ? QD light-emitting layer, etc. Inkjet printing process is applied to the double QD light emitting layer.

    Inkjet printing is a technology that applies ink using an inkjet head (nozzle). Simply put, it means that the material is sprayed at the desired location. Samsung Display deposits a blue material and then coats the light emitting layer with red and green colors using an inkjet method.

    Compared to the vapor deposition method that applies heat, it has advantages such as a simple process and less material loss. The problem is that high technical skills are required. Ink conversion of organic materials and implementation of related equipment software (SW) are not easy.

    An official from the display industry said, "When you use a ballpoint pen, ink agglomeration called 'ballpoint pen shit' occurs. The same is true for the inkjet process. The key is to precisely spray the ink and control the speed by controlling the viscosity,” he said.

    In the Samsung Display QD-OLED production line, Samsung affiliate SEMES used inkjet equipment. After competing with Katiba in the US, it succeeded in supplying all of it. Considering the poor management situation of Kativa at the time and the internalization aspect, Semes was selected.

    However, it is said that some inkjet process issues occurred in the process of preparing for mass production of QD-OLED. As a result, LET, which is collaborating with Kativa, which has succeeded in developing inkjet, has emerged as an alternative. The industry expects that LET will provide the first inkjet equipment to Samsung Display in the second half of the year. It is rumored that Semes is also continuing to update.

    Another official said, "SEMES will have sufficient mechanical know-how, such as supplying liquid crystal display (LCD)-related inkjet equipment, but I know that it does not meet the level that Samsung Display wants in SW technology and tact." Samsung Display is in the process of improving it in many ways,” he explained.

    ddaily.co.kr

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    From: I'manoledguy7/19/2021 6:16:27 AM
       of 26699
     



    Samsung to up the ante with new foldable phones Samsung set to unveil Galaxy Z Fold3, Galaxy Z Flip3 at lower prices to better compete with archrival Apple’s forthcoming iPhone 13

    By Yang Sung-jin
    Published : Jul 19, 2021 - 17:49 Updated : Jul 19, 2021 - 17:49







    With the absence of a new Galaxy Note series model, Samsung Electronics is poised to steer its marketing and sales resources toward its next-generation foldable smartphones to outsmart its archrival Apple, which is set to launch a new iPhone later this year.

    Samsung used to release its Note series model targeting those who wanted a dedicated stylus and upscale features ahead of Apple’s annual iPhone launch. This year, however, Samsung has not rolled out a new Note due to chip shortages.

    The competition between smartphones in a different category in terms of form factor is unusual, but industry sources forecast Samsung will up the ante by lowering prices for its two foldable phones.

    Local media reported that Samsung will announce the release of two smartphones on Aug. 11, citing a leaked teaser showing the schedule of Samsung’s Galaxy Unpacked event. In the leaked image, “The future will unfold in a new way. Very soon” is written along with the schedule information.

    The Korean tech giant is expected to sell the Galaxy Z Fold3 at around 1.99 million won ($1,740) and the Galaxy Z Flip3 at 1.28 million won. That would make prices for the new models 17 percent and 22 percent lower than their predecessors released last year, respectively.

    The question is whether the lower-priced Samsung foldable models will be attractive and affordable enough for mainstream consumers to switch to a new form factor.

    For Samsung, it is a bet that stronger sales of foldable models can make up for the absence of the Galaxy Note this year. Given that Samsung had sold around 10 million Galaxy Note smartphone units per year, the company’s focus on foldables is deemed as a sign that it wants to reshape the market around foldable models.

    Samsung’s Galaxy Z Fold2 and Z Flip2 did attract plenty of the media spotlight and consumer attention for high-end models thanks to their slick design and unique features. However, many mainstream users were reluctant to buy the foldable phones because of their hefty price tags.

    By lowering the prices, Samsung seems to be targeting existing Galaxy Note users who want to upgrade their outdated models and experience new design and functionalities tailored for the faster 5G network.

    Samsung reportedly set the target shipment of foldable models at 6 million to 7 million units, up 300 percent from 2.2 million units last year. Industry sources forecast the foldable market to expand to 17.2 million units in 2022.

    Apple is expected to launch the iPhone 13 in September. Apple is reported to set the target shipment at around 90 million units, up 20 percent from last year. The US tech giant did not suffer a serious setback in sales of the iPhone from the COVID-19 pandemic last year. The increased initial production volume for the new iPhone is based on signs that consumer sentiment is improving as more people are getting vaccines around the world. Apple had kept its initial production volume at around 75 million units in past years.

    Foreign media outlets expect Apple’s newest iPhone to come with more advanced cameras and a smaller notch on the front display panel. The iPhone lineup is expected to remain the same, with four models with different screen sizes and features.

    “In the second half of this year, Apple will likely lead the market with its iPhone in terms of sales, but it is notable that Samsung is taking a move to gain advantage in the market with its foldable phones,” an industry watcher told local media. “Other smartphone makers are trying to catch up by developing foldable phones, but Samsung continues to lead the technology trend related to foldable smartphones.”

    According to market researcher Canalys, the worldwide smartphone market has surged 27 percent to 347 million units in the first three months of this year. Samsung ranked first with a 22 percent share, followed by Apple with 15 percent. “(Apple’s) iPhone 12 Mini has sold below expectations, but strength in other iPhone 12 models, as well as stronger demand for the older iPhone 11, helped it maintain strong momentum,” Canalys said in its report.

    Xiaomi posted its best single-quarter performance ever, growing 62 percent. Oppo and Vivo rounded out the top five in the first quarter

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