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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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    To: Ravid.Ron who wrote (26176)7/19/2021 12:27:53 PM
    From: spectraldank
       of 26699
     
    OES, OLED emitter shit...

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    From: Ravid.Ron7/20/2021 3:58:18 AM
    8 Recommendations   of 26699
     
    Apple confirms OLED installation in iPad... Samsung and LG review small and medium-sized OLED investment

    As Apple decided to install organic light emitting diodes (OLEDs) in its new iPad, which is scheduled to be released next year, domestic display companies have started to review investment in OLED for information and communication (IT).

    According to the display industry on the 20th, Samsung and LG Display are in the process of deliberation on investment to produce OLED panels for IT. It is considering investment in OLED evaporators, which are essential for panel production, and fine metal mask (FMM) tensioners.

    It is known that Samsung Display is in discussions with Japan's Dainippon Printing (DNP) and Hims, a tensioner supplier, over the supply of FMM required for OLED production for IT. LG Display has also started contacting KPS, which makes OLED tensioners.

    The reason why Samsung and LG Display started reviewing OLED investment for IT is because Apple decided to apply OLED to some models of iPads scheduled to be released next year. Apple is said to have signed a contract with both companies to supply OLEDs for iPads in May. Samsung and LG Display will begin placing orders for equipment from the second half of this year after undergoing their own investment deliberation.

    biz.chosun.com

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    From: Ravid.Ron7/21/2021 2:39:03 AM
    6 Recommendations   of 26699
     
    Samsung Display and LGD to invest in small and medium-sized OLEDs… Invested more than 7 trillion won in the second half

    Samsung Display and LG Display will invest more than 7 trillion won in small and medium-sized organic light emitting diode (OLED) production lines in the second half of the year. This is to prepare for the increase in demand for small and medium-sized OLEDs, and attention is paid to the vitalization of downstream industries such as OLED 'materials, parts, and equipment' (minister manager).

    According to the industry on the 21st, it was understood that Samsung Display plans to spend about 3 trillion won in the small and medium-sized OLED field and LG Display plans to spend 4 to 5 trillion won in the second half of the year. Samsung Display will spend 3 trillion won to build a thin film transistor (TFT) line Is expected.

    Samsung Display converted the low-temperature polycrystalline silicon (LTPS)-TFT line at the A3 fab in Asan, Chungcheongnam-do to low-temperature polycrystalline oxide (LTPO) to respond to Apple's iPhone 13 (tentative name) to be released this fall. In the process, TFT production capacity was partially reduced, so it was decided to add an LTPO line.

    The demand for LTPO is increasing because it can save energy with low-power TFT technology. According to the liquid crystal display (LCD) business reduction policy, the company plans to equip the 7-2 line space, which is currently being dismantled, with the LTPO-TFT process. Investments are expected to begin in earnest from August.

    LG Display plans to invest 4 to 5 trillion won in small and medium-sized OLED panel manufacturing lines. Unlike Samsung Display, which invests only in TFT, LG Display is said to be considering investment in deposition lines.

    Deposition refers to the operation of forming red (R), green (G), and blue (B) OLED materials on the TFT. It is a key process for making pixels in OLED panels, and requires more money to purchase expensive equipment such as evaporators. Since LG Display has small and medium-sized OLED lines in Paju, the possibility of expanding the Paju fab is predicted.

    n.news.naver.com

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