China Star Optoelectronics Technology (CSOT, also called Shenzhen Huaxing Photoelectric Technology) is a China based display producer (owned by TCL, Century Science & Technology Investment and Samsung Display). The company is producing small and large LCD panels and is developing OLED technologies.
In March 2012 it was reported that the company plans to enter the AMOLED market. The original plan was to start production by the end of 2012 in a 4.5-Gen LTPS line, but that never materialized. In October 2012 AUO filed a law suit against two of its former executives that allegedly stole technologies (including AMOLED related ones) from the company and supplied it to CSOT.
Towards the end of 2013 it was reported that TCL and CSOT will invest 24.4 billion yuan (just over $4 billion) to build a new 8.5-Gen Oxide-TFT LCD+OLED TV fab in Shenzhen. In 2016 TCL revised its plan - and said that the new fab will use 11-Gen substrates and is to be built by 2019. In May 2018 TCL announced it has approved this plan, but now targets 2021 for actual production.
In April 2017 CSOT announced plans to construct a 6-Gen LTPS flexible AMOLED production line in Wuhan, China, in a $5.08 billion investment. In June 2017 CSoT started construction at the site.
Together with TianMa, in 2016 CSOT established a company called Guangdong Juhua Printing Display Technology to develop printing OLED TV technologies. Johua Printing is an "open innovation platform" guided by the Chinese government that collaborates with both industry and universities to drive the progress of China's display industry and the Guangdong Province specifically.
The latest CSOT OLED news:
In July we reported that LG Electronics is in talks with China-based BOE to supply OLED panels for future smartphones, to replace LGE's current supplier - its sister company LG Display. A new report from Korea's ETNews confirms this, saying that LG Display is focusing on Apple as its future customers, and LGE's small shipments is not critical for the company.
ETNews also suggests that Samsung Electronics is in early talks with China's CSoT for flexible OLED supply for low-end and mid-tier smartphones. CSoT is not yet producing flexible OLEDs in volume - the company started pilot production in its Wuhan fab in May 2019.
DSCC says that OLED mobile display production capacity will overtake LCD capacity in 2020, and will reach a 65% market share in 2025.
Looking at the entire display market (mobile and TV and others), DSCC sees OLED production capacity rising at a 20% CAGR till 2025, and OLED's market share will rise from 5% in 2019 to 14% in 2025.
DSCC updated its display equipment spending forecast, and the company now expects LCD spending to stop completely in 2023 - as all new production lines from 2023 forward will be producing OLED displays (DSCC does not include other display technologies in this report, such as QDEL, e-paper and Micro-LEDs).
2019 will see 26% decrease in spending from 2018, with OLED spending down 64%. DSCC sees a rebound in 2020, where OLED spending will jump 132% due to new mobile flexible OLED lines in China.
PlayNitride demonstrated its latest Micro-LED displays at SID DisplayWeek 2019 - a 7.56" 720x480 (114 PPI) transparent MicroLED, a flexible Micro-LED on a polyimide substrate and a high-brightness, high-resolution passive matrix MicroLED aimed towards wearable applications.
PlayNitride aims to release its first Micro-LED display products by the end of 2019. In 2017 the company started to sample micro-LED panels and shipped samples to 10-20 potential customers.
China-based display maker CSoT demonstrated several new OLED display prototypes and technologies at SID 2019, and this great new video shows these displays in action.
First up is a 31" 4K (3840 x 2160, 144 PPI) AMOLED that was produced using an ink-jet printing process on an IGZO substrate. The peak brightness is 200 nits and the refresh rate is 120 Hz. This seems to be the same panel announced in March 2018 by Joshua Printing Display Technology (established by CSoT and Tianma in 2016). The display has some noticable defects.
China-based CSoT demonstrated a foldable OLED prototype at SID DisplayWeek 2019, I believe this is the first time the company has shown a foldable display.
CSoT recently started pilot production at its 6-Gen LTPS flexible AMOLED production line in Wuhan and the company already achieved some design wins with "top-class" phone makers and is expected to start shipping OLED displays to its customers in Q4 2019. The Wuhan fab will have a monthly production capacity of 45,000 6-Gen substrates.
CSoT demonstrated the first public QD-OLED display, during SID 2019. The company unveiled a 6.6" display that features a relatively low resolution (384x300) and brightness (50 nits). The backplane of this prototype is an Oxide-TFT.
The QD-OLED is made from blue OLED emitters with a quantum-dots color conversion layer. This is a similar design to Samsung's QD-OLED TV technology. Interestingly earlier this year CSoT's parent company TCL has unveiled a different QD-OLED technology it refers to as H-QLED which uses a combination of OLED and QD emitters.
China-based display maker TCL announced that its 6-Gen LTPS flexible AMOLED production line in Wuhan has commenced operation. The company already achieved some design wins with "top-class" phone makers and is expected to start shipping OLED displays to its customers in Q4 2019.
TCL's production line in Wuhan (which is actually owned by the company's subsidiary CSoT) will have a production capacity of 45,000 6-Gen substrates.
TCL unveiled that the company is developing a new hybrid display technology that uses a blue OLED emitter coupled with red and green QD emitters. All three emitter materials will be combined and printed using ink-jet printing technology. TCL calls this technology H-QLED and this could prove to be the technology of choice for TCL's future high-end emissive TV displays.
It seems as TCL believes that commercial-level red and green QD emitters will be achievable in the future, but blue QD emission will be more difficult to develop, and hence it will rely on OLED emitters. TCL did not disclose more details - but this R&D effort is being performed at the company's Juhua Printing platform.
Guangdong Juhua Printing Display Technology was established in 2016 by CSOT and Tianma with an aim to develop OLED ink-jet printing technologies and enable companies in China to collaborate on this technology.
While TCL-owned CSOT already announced that it is collaborating with Kateeva (and others), it was not clear whether Juhua Printing Display was also using Kateeva's printers, but we now have confirmation that indeed the China-based consortium is based on Kateeva's printers. This is obviously a major win for Kateeva, who is also working with BOE and Samsung, among others.