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Does it make sense for LG Display and Samsung Display to merge?

In this article, we examine the theoretical question of whether or not it makes sense for LG Display and Samsung Display to merge, into one company.

Note that we have no indications that such a merger is even considered by the two companies, but we feel this is a fascinating topic that should be explored, and is supported by several strong arguments.

We'll start with a short introduction to the two companies, then see why there are many reasons to pursue a merger, then explain the reasons against a possible merger, and finally detail the current financial situations of both companies.

Samsung Display and LG Display

Samsung Display Corporation (SDC) is a subsidiary of Samsung Electronics. SDC is a leader in OLED production, with a market share of over 40% in the small OLED display market (the second largest player, BOE, holds a market share of around 15%). SDC produces over 300 million AMOLED displays per year - supplying them to Apple's iPhones and tablets, Samsung Electronics Galaxy phones, and many more. The Company also produces larger-area QD-OLED panels for TVs and gaming monitors, and has a capacity of producing around a million TV panels per year. SDC no longer produces any LCDs. SDC does produce microLED displays (but on a very small scale, this is currently a strictly next-gen display technology), and the company develops OLED microdisplays (and also holds OLED microdisplay producer eMagin which it acquired in 2023 for $243 million).

Read the full story Posted: Oct 08,2024

Reach Your Target Audience with OLED-Info Advertising

Marketing in the OLED industry can be challenging task, as it is highly centric on one hand, but there is a need to reach the entire industry value chain, from engineers to managers. Finding effective ways to reach your target audience is crucial for driving sales and growth. OLED-Info, the leading online resource for the OLED industry for over 20 years, offers a unique opportunity to connect with a highly engaged and relevant audience, be part of the OLED community, and enjoy a connection with a trusted brand.

By advertising on OLED-Info, you can tap into a wide audience of display professionals who are actively seeking information and solutions related to OLED technology. Here are some compelling reasons why advertising on OLED-Info is a smart move:

Targeted Audience

OLED-Info attracts a highly targeted audience of individuals and organizations interested in display technologies, and specifically OLEDs, with a readership that covers the entire display supplier chain, including engineers, scientists, researchers, product developers, project managers and decision-makers. By advertising on OLED-Info, you can ensure that your message reaches the right people who are actively interested in your products or services.

Read the full story Posted: Sep 08,2024

CEOLED launches a 30" transparent OLED monitor based on LGD's T-OLEDs

Earlier this year LG Display started producing its 30-inch 1366*768 transparent OLED panels. China-based CEOLED are now offering a monitor based on this panel.

The monitor offers a brightness of 600 nits (peak), a 0.1 ms response time, and HDMI, DP, Dc and USB interfaces. The lifetime of LG's 30-inch transparent WOLED is quoted at 30,000 hours. Contact us if you're interested in this monitor, or in other solutions based on LG's range of transparent OLED displays (30-inch, 55-inch and soon 77-inch) or BOE's transparent OLEDs.

Read the full story Posted: Sep 07,2024

MicroLED-Connect 2024: masterclasses sessions

MicroLED-Connect is the world's first dedicated MicroLED conference and exhibition. The event, organized by TechBlick and the MicroLED Association, will take place next month at the High Tech Campus in Eindhoven, also known as "the smartest square kilometer in all of Europe", and will include an excellent conference program, masterclasses, exhibition and tours. Register now and enjoy our last discounted rate (until September 13).

MicroLED Connect Agenda 2024-09 image

MicroLED-Connect is the world's first global MicroLED-dedicated conference and exhibition. The event includes an excellent agenda, exhibition, organized tours and masterclasses - with a special emphasis on networking and social events.

On September 24th, 2024, the day before the MicroLED-Connect conference and exhibition opens its doors, you can participate in a day of industry- and expert-led masterclasses. These sessions offer a unique blend of technology, application, and practical insights, providing a valuable opportunity to learn the latest advancements, acquire new skills, or refresh your existing knowledge.

Read the full story Posted: Aug 30,2024

Next generation OLED emitter development - industry update

OLED emitter materials are the heart of the OLED device, and the materials that make the most impact on the performance of the OLED display. Most OLED displays utilize red, green and blue emitters.

U-M plasmon-excition-polariton blue OLED emitter

The efficiency of the current state-of-the-art commercial red and green OLED emitters is excellent - it is in fact close to 100% internal quantum efficiency (IQE) which means that you cannot improve much on the efficiency of the emitter itself (there's still work to be done on getting the light out of the device). Blue OLED emission is a completely different story - current commercial blue emitters suffer from very low efficiency, around 25%. This means that three quarters of the energy goes to waste. Changing to a 100% IQE blue emitter could end up improving the total display efficiency by 20-30%.

Read the full story Posted: Jul 30,2024 - 2 comments

Expediting innovation timelines for display materials R&D: Join Schrödinger’s live webinar on August 7th

August 7th, 2024 10:00 AM PT / 1:00 PM ET / 6:00 PM BST / 7:00 PM CEST

The rapid evolution of display technology requires the use of cutting-edge research methods to maintain progress. Industry innovators such as Panasonic, Samyang, and Samsung are adopting Schrödinger’s digital chemistry platform to drive innovation in their organic electronics R&D.

This webinar, “Leveraging atomistic simulation, machine learning, and cloud-based collaborative ideation for display materials discovery” will explore the union of physics-based simulations, machine learning (ML), and cloud-native collaboration and informatics tools in revolutionizing R&D innovation for display materials.

Read the full story Posted: Jul 15,2024

A new edition of the Graphene for Displays and Lighting Market Report is released

Today we published a new edition of our Graphene for Displays and Lighting Market Report, with all the latest information. Graphene has high potential to improve LCD, OLED and MicroLED displays and can be used to enhance displays backplanes, electrodes, heat dissipation, emitters and more. In addition graphene can increase efficiency in lighting devices and improve designs. 

Graphene for displays and lighting report pages image

Reading this report, you'll learn all about:

  • Graphene applications in LED and OLED lighting
  • Graphene's adoption as a backplane for AMOLEDs
  • Transparent graphene electrodes
  • Graphene-based encapsulation development

The report package also provides:

  • Graphene companies involved with display and lighting
  • An introduction to graphene
  • An introduction to lighting and displays
  • Details about graphene for QDs, lasers and thermal foils

This market report provides a great introduction to graphene solutions for the display and lighting markets, and covers everything you need to know about graphene technologies in these niches. This is a great guide for anyone involved with the displays and lighting.

Read the full story Posted: Jul 15,2024

Perovskite-Info launches a new edition of its Perovskite for Displays Market Report

We're happy to announce an update to our Perovskite for the Display Industry Market Report. This market report, brought to you by the world's leading perovskite and OLED industry experts, is a comprehensive guide to next-generation perovskite-based solutions for the display industry that enable efficient, low cost and high-quality display devices. The report is now updated to July 2024, with all the latest commercial and research activity - including 9 new research papers, new company, new brochures, and commercial updates and more!

Reading this report, you'll learn all about:

  • Perovskite materials and their properties
  • Perovskite applications in the display industry
  • Perovskite QDs for color conversion
  • Prominent perovskite display related research activities

The report also provides a list of perovskite display companies, datasheets and brochures of pQD film solutions, an introduction to perovskite materials and processes, an introduction to emerging display technologies and more

Read the full story Posted: Jul 08,2024

OLED-Info releases a new edition of the OLED Toolbox

We are happy to announce a new edition to The OLED Toolbox, the OLED industry's leading information product that provides an unprecedented depth of OLED content, data, analysis and insights, written and compiled by the industry's leading portal, OLED-Info.com. The new edition includes all the latest updates, devices, companies and displays up until July 2024.

The OLED Toolbox presents an unparalleled array of resources, including guides, projections, analyses, and profound insights into the world of OLED displays and lighting. Never before has it been so easy to gain access to a complete OLED industry resource!

What you'll find inside

  • OLED Guide: an expert guide to OLED technologies, the OLED market and the OLED industry, covering everything you need to know about OLEDs
  • OLED Insights: OLED analysis and insights, covering all the latest and future trends and developments in the OLED industry
  • OLED Spreadsheets: excel files with detailed information on the OLED market and industry (including OLED devices, fabs, microdisplays, automotive solutions and more)
  • OLED Leaders: In-depth articles by leading OLED professionals to discuss industry and market topics
  • OLED Library: Over 160 content items by industry players - brochures, catalogs, roadmaps, presentations and more.
Read the full story Posted: Jul 01,2024

A Conversation with Kateeva CEO, Bin Liu

Display Week 2024 was a busy and exciting event for Kateeva. CEO Bin Liu was on site at our US HQ in Newark, California. At the SID show in San Jose, he met with customers to get a flavor of the latest display technology innovations that will inform our product roadmap.

Bin Liu, CEO, Kateeva

One of the highlights at SID week was a celebration of Kateeva’s CTO Emeritus, Steve Van Slyke. Steve and Ching Wan Tang received the Karl Ferdinand Braun Award for their co-invention of the OLED device. The accolade is the highest honor conferred by the Society for Information Display. It recognizes “outstanding technical achievement in, or contribution to, the display industry”.

Since becoming CEO in late 2022, Bin and the leadership team have implemented a new vision for Kateeva. He will share the details in a keynote talk at Display Innovation China in Shanghai, this week (July 3-5).

Read the full story Posted: Jul 01,2024