Blue color news

Some people really dislike Pentile displays, but Samsung keep producing AMOLED with PenTile - even in their flagship devices such as the new Galaxy S3 (which sports a 4.8" 1280x720 HD Super AMOLED). Today we hear that Samsung says that one of the major advantages of PenTile AMOLED displays is increased lifetime.

In PenTile displays, there are twice as many green subpixels as there are blue suxpixels. Blue OLEDs feature the lowest lifetime, and so Pentile displays "tend" to last longer, according to Samsung. In any case, as the resolution gets higher, it's getting harder to actually notice the "fuzziness" caused by the Pentile Matrix...

Universal Display's CFO (Sidney Rosenblatt) attended Goldman Sachs Technology and Internet Conference 2012 yesterday, and he gave some very interesting updates. First of all, he commented on the recent AUO and Idemitsu Kosan (IK) agreement. According to Sid, IK are not selling emitter materials - they are offering organic materials that go into other layers of the OLED stack. They do not believe the AUO-IK agreement will have any effect of PHOLED sales to AUO, and in fact he tells us that UDC and Idemitsu Kosan are developing OLED materials together for Sony.

Host materials

In their latest earning report of 3Q 2011, UDC announced that they started to offer OLED host materials - and had almost $8 million in revenue from those materials. Today Sidney explained this business a bit further. Host materials are the materials that you put the emitting materials into (Sidney used a metaphor - if the OLED is chocolate milk, then the milk is the host material and the chocolate is the emitter). These materials are considered a commodity, and UDC didn't think to sell those as it's not an interesting market for them.

When LG Display announced their 55" OLED TVs, they said they will first gauge market reaction - before deciding whether to expand capacity (beyond their 8.5-Gen pilot line capable of 48,000 monthly units scheduled for July 2012). After the great reception at CES, it seems that LG Display already made the decision to invest in expansion, and are now considering whether to build a new line or to convert an existing LCD line to OLED.

The company says that building a new 8.5-Gen OLED fab will cost about 2.5 times the cost of a similar capacity LCD plant. Converting an existing LCD line to OLED will be cheaper, although they wouldn't say by how much. It will take LG around 18 months to fully convert an LCD line to OLED. So even if they decide on that route soon, we cannot expect increased capacity before the end of 2013.

Universal Display reported their 3Q 2011 financial results: net income (and cash flow) of $6 million (this is the first profitable quarter for the company) on revenues of $21.8 million (an increase of 208% compared to 3Q 2010). Commercial revenue was $9.9 million and development revenue was $11.9 million.

Host Materials

UDC has started to offer OLED host materials to complement their emitter materials. They enjoyed high host material sales in this quarter ($7.8 million) - but this is a competitive market as several companies are offering the same kind of materials. The company said that they are looking to "expand the R&D and material business outside of emitters and to other aspects of the stack". Back in March when UDC raised $250 million it was rumored that the company is looking to acquire a company (Novaled was the leading candidate according to the rumors) to expand their business in that way.

Dupont has unveiled two new OLED display prototypes made by a coating process (using solution processable materials). The first (shown below) is a 4.3" 480x272 (128 ppi) and the second is a 5.8" display offering 294x196 (83 ppi).

Dupont says that the solution-processable displays offer better uniformity than commercial LCD displays. The cost advantage for solution-processable OLEDs grow as as the panel size increases.

Universal Display has quietly released a new PHOLED material performance chart. Their Green-Yellow material now has 1.4 million lifetime hours (LT50), and their Red color offers 900,000 hours. Blue is still very challenging, and their light blue offers only 20,000 hours (LT50). Here's the complete chart:

The company also released some PHOLED material efficiency. Using only red PHOLED (with green and blue fluorescent materials) will result in a display that is about 15% more efficient compared to an LCD (this is the combination Samsung used in their 4.5-Gen AMOLED fab). Adding green color will result in a a display that is 30% more efficient compared to an LCD (this is the combination Samsung is using in their new 5.5-Gen fab). Adding blue will give a 50% more efficient display. UDC says that further enhancements (not specified) can result in a display that is 67% more efficient than an LCD. All these results are based on a 4" display operating at 300 cd/m² showing a video that has 40% pixels on.

Universal Display reports advances in its UniversalP2OLED solution-processable material's performance: lifetime, efficiency and operation voltage. Solution-processable OLEDs can be used in ink-jet printing and other manufacturing techniques that can result in cost-effective production of large-size OLED panels. UDC says that commercial viability is now "in sight".

• The green P2OLED system, which offers a luminous efficiency of 68 candelas per Ampere (cd/A), has now achieved 175,000 hours of operating lifetime. This is a 34% increase over the last reported value (130,000 hours).
• The red P2OLED system, with a luminous efficiency of 18 cd/A, now offers an operating lifetime of 125,000 hours (a 100% increase over the last reported value of 62,000)
• The light blue P2OLED system now offers a luminous efficiency of 29 cd/A and 8,000 hours of operating lifetime (a 60% increase in efficiency and lifetime).