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From: qddb7/21/2021 11:51:05 AM
1 Recommendation   of 26698
 
Lumpiness is spreading

Wonder if Sid / Steve will get personal royalties from NFLX? This made me chuckle.

"Netflix said the pandemic had created what it called “lumpiness” in its membership growth, referring to higher growth last year and slower growth this year. The company said it has 209.2 million subscribers world-wide. Shares were flat in after-hours trading."

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From: I'manoledguy7/21/2021 12:11:03 PM
1 Recommendation   of 26698
 
A possible new use for OVJP. Some striking similarities to printing Oled's. Pure conjecture on my part---
"an opinion or conclusion formed on the basis of incomplete information"

techxplore.com

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From: Ravid.Ron7/22/2021 12:30:58 AM
2 Recommendations   of 26698
 
Merck to supply LG Display POLED material for the first time... iPhone 13 input

German Merck expands business area. Following LG Display's large organic light emitting diode (OLED) materials, it also supplies small and medium-sized related products.

On the 22nd, Merck announced that it had started mass production of plastic OLED (POLED) hole transport layer (HTL) materials to be supplied to LG Display at the production facility of Poseung Industrial Complex in Pyeongtaek, Gyeonggi Province. It will be used in the ‘iPhone 13’ series to be released by Apple in the second half of the year.

In the meantime, Merck has been manufacturing HTL for large OLED panels of LG Display. HTL is one of the common layers that smoothly transport holes generated between electrodes on a glass substrate or a flexible film substrate in OLED. It is also used as an electron blocking layer (EBL), which prevents penetration of the light emitting layer into the electron transport layer. As a result, it contributes to improving panel efficiency and lifespan.

With this transaction, Merck entered the mobile market. In the case of LG Display, POLED mass production began in earnest when it entered Apple's supply chain in 2019. Large OLEDs are glass-based.

According to market research firm DSCC, the number of flexible (flexible) OLED panels shipped by LG Display last year was 31.7 million units. This is a threefold increase compared to 2019 (9.7 million units). This year, the number is estimated at 52.7 million.

news.naver.com

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From: Ravid.Ron7/22/2021 4:21:44 AM
3 Recommendations   of 26698
 
Apple to likely overtake Samsung in OLED smartphone shipment this year


Apple used more OLED panels in its smartphones compared to Samsung in the first half of the year, data from UBI Research showed.

It is highly like that Cupertino will overtake its South Korean rival in OLED smartphone shipment this year due to the upcoming launch of iPhone 13.

Out of the total smartphone OLED panel shipment in the first half of the year, between 60 million units to 64 million units were used by Apple, UBI Research said.

By comparison, around 55 million units to 56 million units were used by Samsung.

The iPhone maker also only uses the relatively more expensive flexible OLED panels, while the South Korean tech giant uses both flexible and rigid OLED panels. Rigid OLED panels are usually used in mid to low-end smartphones.

Out of Samsung’s total OLED use, 13 million units to 14 million units were flexible OLED panels, while 42 million units were rigid OLED panels, the research firm noted.

Panel shipment usually exceeds that of the smartphone that uses them by 10%.

This is because smartphone vendor order more than their target production volume as defects can occur during assembly and they need spare parts for repair.

Apple procures its OLED panels from both Samsung Display and LG Display, while Samsung only uses them from Samsung Display.

According to Counterpoint Research, Apple sold over 100 million units of iPhone 12 series after only seven months since they were released.

Cupertino also released no new phones in the first half of 2021. During the same time period, Samsung launched its Galaxy S21 series and new models in its Galaxy A series.


http://www.thelec.net/news/articleView.html?idxno=3114



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From: Another John7/22/2021 5:04:22 AM
2 Recommendations   of 26698
 
OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site.


https://www.businesswire.com/news/home/20210722005238/en/


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To: Another John who wrote (26186)7/22/2021 7:46:54 AM
From: slacker711
1 Recommendation   of 26698
 
I'm not sure what happened but the original timeline for Ireland was operations starting in "early 2022".

businesswire.com

OLED Material Manufacturing, PPG Announce Multi-Million-Euro Investment, up to 100 New Jobs in Shannon
OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. Pictured at Government Buildings are (L-R) An Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD; Martin Shanahan, CEO, IDA Ireland; Austin McCabe, Director, OLED Material Manufacturing Limited; and Gerry Cahill, PPG Plant Manager, Shannon. Photo: Maxwell Photography.

OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. Pictured at Government Buildings are (L-R) An Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD; Martin Shanahan, CEO, IDA Ireland; Austin McCabe, Director, OLED Material Manufacturing Limited; and Gerry Cahill, PPG Plant Manager, Shannon. Photo: Maxwell Photography.

OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. Pictured at Government Buildings are (L-R) An Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD; Martin Shanahan, CEO, IDA Ireland; Austin McCabe, Director, OLED Material Manufacturing Limited; and Gerry Cahill, PPG Plant Manager, Shannon. Photo: Maxwell Photography.

UniversalPHOLED energy-efficient materials invented and developed by Universal Display Corporation and produced by exclusive manufacturing partner PPG. (Photo: Business Wire)




July 22, 2021 04:30 AM Eastern Daylight Time
SHANNON, Ireland--(BUSINESS WIRE)--Universal Display Corporation (Nasdaq: OLED) and PPG (NYSE: PPG) today announced that OLED Material Manufacturing Ltd. (OM2) and PPG are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. The facility, which was announced in February 2021, will broaden the global footprint and increase the production of Universal Display Corporation’s (UDC) energy-efficient, high-performing UniversalPHOLED® materials to meet growing organic light emitting diode (OLED) market demand and evolving industry requirements.

The announcement was welcomed by Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD, who said, “This major announcement by OLED Material Manufacturing and PPG is a welcome boost to the Mid-West region. It will make a significant contribution to Shannon and the Irish economy in terms of job creation, investment and innovation. Technology is one of the fastest-growing sectors here in Ireland and globally, and I wish the team continued success.”

Austin McCabe, Director, OLED Material Manufacturing Limited, said, “Our manufacturing expansion in Ireland allows UDC to strengthen its mission, which centers on enabling our customers and fostering the proliferation of energy-efficient OLED display and lighting applications in the consumer landscape. Leveraging UDC Ireland’s presence, the site’s infrastructure and the Mid-West region’s top-level talent, we are excited about the new Shannon facility. Together with our long-term partner, PPG, this multi-million-euro investment will expand the global manufacturing footprint for UDC’s proprietary state-of-the-art phosphorescent emissive materials to meet the substantial growth forecasted for the OLED market.”

Gerry Cahill, PPG Plant Manager, Shannon, said, “This project will bring a broad spectrum of jobs, a large number of which are highly skilled, to the Mid-West region. PPG has been producing high-performance OLED materials for UDC for the past 20 years. The expansion into Ireland with the addition of the Shannon facility shows confidence in not only the UDC-PPG partnership but also in Ireland as a place in which to invest and do business. In this regard, we are thankful for the support of the Irish Government through IDA Ireland.”

Martin Shanahan, CEO, IDA Ireland, said, “This decision by OLED Material Manufacturing and PPG to invest in Shannon demonstrates the companies’ confidence in the availability of a skilled and talented workforce in the Mid-West Region. This announcement is further evidence of IDA Ireland’s continued commitment to winning jobs and investment for regional locations. I wish OLED Material Manufacturing and PPG every success as they progress with their manufacturing site in Shannon.”

PPG is the longstanding partner and exclusive manufacturer of UDC’s UniversalPHOLED emitter materials. OLED Material Manufacturing Limited is a wholly-owned subsidiary of UDC Ireland Ltd., which is a subsidiary of UDC. Facility renovations and regulatory approvals at the Shannon site are expected to be completed in the next 12 months so that operations can commence in 2022.

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To: slacker711 who wrote (26187)7/22/2021 7:51:38 AM
From: mirage2017
   of 26698
 
Seems close enough to me.

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From: Dkjunior1437/26/2021 8:22:31 AM
4 Recommendations   of 26698
 
Apple expects high demand for 'iPhone 13,' orders over 100 million A15 processors

Sources in the supply chain claim that Apple has increased its order with TSMC to make in excess of 100 million A15 processors for the forthcoming " iPhone 13."

By: WILLIAM GALLAGHER
JULY 26, 2021 6:02 AM EDT
appleinsider.com

Following previous reports that processor manufacturer TSMC has begun production of Apple's A15, a new claim says that the company has now increased its order. Reportedly, Apple had planned for up to 95 million A15 processors, but has now ordered in excess of 100 million.

According to cnBeta, sources in the supply chain say that this is partly because Apple expects high demand for the next iPhone. However, it's also said to be because the company needs to secure processors as the global chip shortage continues.

Consequently, Chinese technology blog cnBetasays (in translation) that Apple is making "every effort to prepare for production capacity." In other words, Apple doesn't want the number of produced "iPhone 13" devices to be limited by the shortage.

Separately, TSMC has already be said to be priotizing Apple and the car industry as the shortage continues. TSMC has also begun construction on a 5nm chip plant in Arizona.

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From: slacker7117/26/2021 2:54:41 PM
8 Recommendations   of 26698
 
Possible Gen 8.5 RGB OLED fabs for IT?

displaysupplychain.com

PUBLISHED JULY 26, 2021
Each quarter we interview the top 10-15 equipment suppliers on upcoming fab projects for our Quarterly Display Capex and Equipment Market Share Report. For the latest issue, we see growing consensus that a Korean manufacturer is preparing to issue orders in early 2022 for the world’s first G8.5 oxide TFT RGB OLED fab for IT markets which would use vertical FMM VTE equipment to deposit the OLED materials. We also hear that two other suppliers are also investigating G8.5 or ½ G8.5 OLED fabs for IT markets.

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From: I'manoledguy7/27/2021 10:15:07 AM
4 Recommendations   of 26698
 
Samsung Electronics Co., the world’s largest TV maker, will launch the much-anticipated QD-OLED TV in the first half of next year, while expanding its MicroLED TV lines to enhance its presence in the premium market.

According to industry sources on July 25, the South Korean tech giant is developing 55-inch and 65-inch quantum dot organic light emitting diode (QD-OLED) TVs for market launch in the first half of 2022.

Samsung could showcase its first-ever QD-OLED TVs during next year’s Consumer Electronics Show (CES) in January, according to the sources.

“Samsung is strengthening its premium strategy. Next year, it plans to unveil new QLED and QD-OLED TVs in the quantum dot category as well as MicroLED TVs in various sizes,” said an industry official.

QD-OLED TV panels will be supplied by Samsung Display Co., which began producing such panels late last year.

When launched, the QD-OLED TVs will be placed between its top-premium segment of MicroLED TVs and its flagship QLED lines.

The company will initially launch the 55-inch and 65-inch models, consumers' preferred sizes, and later unveil larger 70-inch QD-OLED TVs, according to industry officials.

QD-OLED is a hybrid design that combines the brightness and colors of quantum dot technology, found in Samsung’s existing flagship QLED TVs, with backlighting from self-emissive OLED panels.

According to Samsung, the QD-OLED TV can also come in a flexible form as it doesn’t need backlighting.

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