Merck opens a new OLED technology center in Shanghai, China

Merck opened a new OLED technology center in Shanghai. The new center will provide local customers with tailor-made solutions to enable innovative OLED application development.

Merck Shanghai OLED center inauguration ceremony photo

Merck says that the new center offers a range of state-of-the-art equipment and clean room facilities that enable OLED device fabrication and characterization.

The Bell: Apple aims to sell 45 million 6.5" OLED iPhones and 25 million 5.84" OLED iPhones in 2018

More and more reports suggest that Apple's 2018 iPhone lineup (to be introduced in September 2018) will include two OLED models and one LCD models. A few days ago it the Nikkei Asian Review said that Apple's 2018 OLED iPhone launch orders will be 20% lower compared to 2017, amounting to 80 million panels.

Apple iPhone X photo

Now the Korean site The Bell says that Apple ordered 45 million 6.5" OLED panels from SDC for the iPhone Xs Plus and only 25 million for the smaller 5.84" iPhone Xs - to a total of 70 million panels. For the lower-end LCD model, Apple ordered only 30 million panels from Japan Display.

Korea Time: China is expected to approve LG's Guangzhou OLED TV fab plans

In July 2017 LG Display announced that it has decided to build a 8.5-Gen (2200x2500) OLED TV production line in Guangzhou. The Korean government hesitated whether to approve this plan, as it sees OLED as a strategic technology Korea' economy, but by the end of 2017 LGD got the approval for its new OLED TV fab.

LG Display's LCD fab in Guangzhou, China

LGD is still waiting for an approval from the Chinese authorities, and according to today's Korea Times report, the Chinese government is expected to approve LG's plans. Apparently China hesitated as it aims to help the country's own OLED industry, but it hopes that local companies will benefit with a close partnership with LGD.

Motorola patents a technology to fix low-temperature foldable display deformation

Motorola has been granted an interesting patent that aims to solve screen deformation with foldable displays. Motorola says that one of the issues with foldable displays is that they deform in low temperatures.

Motorola heating-hinge foldable OLED patent photo

Motorola suggests using a temperature sensor that detects when the display is deformed, and then the hinge is heated so that the display is automatically corrected. This could be used to create foldable OLEd phones that bend both inward and outwards, and can work with more than one hinge (so that you can fold a display several times).

Wisechip and Kyulux to bring a flexible TADF/HF PMOLED to the market by the end of 2018

Kyulux and Wisechip unveiled a flexible PMOLED display that uses Kyulux’s Hyperfluoresence yellow emitter. Wisechip says that the power consumption of this display is almost half of Wisechip's regular fluorescent yellow PMOLED.

Wisechip 1.71'' flexible TADF/HF PMOLED (SID 2018)

The first flexible HF PMOLED is a 1.71″ 256x64 display, that is now ready to be produced (Wisechip says this will enter mass production before the end of 2018). Wisechip originally aimed to introduce its first glass-based HF yellow emitter PMOLED by the end of 2017, but it seems they decided to jump straight to a flexible panel.

UBI Research: the OLED market will begin its recovery in Q2 2018

UBI Research says that Samsung Display's OLED shipments dropped 26% in Q1 2018 (compared to Q4 2017) to reach 88 million units (that's 4.7% lower than Q1 2017), generating $5.37 billion in revenues (down 32.4% from last quarter and 30.4% from last year). Revenues and shipments are expected to recover, though, in Q2 2018.

SDC OLED shipments and revenues Q1 2018 (UBI)

UBI says that Samsung Display will hold a market share of 93.4% of the total OLED market in 2018.

GBI: Samsung's first foldable phone could cost around $1,850

In the past months, several reports suggested that Samsung is getting ready to release its first foldable device in early 2019 (production will actually towards the end of 2018). According to Korea's Golden Bridge Investment, Samsung's foldable phone could cost around $1,850 at launch.

In-folding vs Out-folding smartphone designs

GBI also confirms earlier report that the device will have two displays, the foldable inside display and an outer display. Previously it was said that each unfolded display will be 3.5-inch in size, but GBI says that the folded display's size will be 4.5-inch, while the unfolded large display will be 7.3-inch.

DSCC: 100 million OLED panels were shipped in Q1 2018, generating $5.8 billion in revenues

Display Supply Chain Consultants (DSCC) says that in Q1 2018 OLED revenues dropped 33% compared to Q4 2017 (but grew 39% compared to Q1 2017) and amounted to $5.9 billion. DSCC says that OLED revenues will decline further in Q2 2018 but will recover in the second half of 2018. Full-year revenues are expected to reach $26.95 billion, while the market will reach $57.2 billion by 2022.

AMOLED revenue and growth (2016-2018, DSCC)

Samsung Electronics was the top OLED customer in the first quarter, and together with Apple (#2) the two companies consumer 79% of all OLED panels by revenue.

Cambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDsCambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDs