Samsung OLED company spotlight

DSCC updated their display industry forecasts, saying that as LCD prices continue to fall it revises the capacity forecast downward by 6% as Display makers are delaying and cancelling LCD investments. DSCC's OLED capacity forecast is also reduced by 4% - and is now growing at a CAGR of 19% from 2016 to 2025 (the main reason is the cancellation of Visionox V2 phase 2 and LGD's E6 Phase 3)..

DSCC says that OLED TV roadmap is still not clear as Chinese makers are not ready to commit to OLED TV production. DSCC does see next-generation TV capacity coming online in the future - which could be inkjet-printed OLEDs, OVJP, MicroLEDs and other potential technologies. But the next-generation display market is certainly not clear yet and DSCC sees an extended forecast during which demand will outpace supply (especially as average TV size continues to grow).

In October 2019 Samsung Display formally announced its decision to invest $10.85 billion in QD-OLED TV R&D and production lines. SDC was supposed to start the plan in 2019, but according to a report from China the Company is delaying its initial investment. Originally mass production was supposed to begin in Q1 2021, but this may happen later if the investment is delayed.

It seems as if equipment makers expected to receive orders for production equipment, but that did not happen. The report says that Samsung decided to make personnel changes and transfer in January 2020 and only after these changes will the company finalize its investment plan in the new OLED TV fab.

New images were leaked on Chinese media, showing a new foldable phone design - that is reportedly made by Samsung. This could be the company's upcoming second foldable phone (the Galaxy Fold 2 perhaps?).

The design looks somewhat similar to the clamshell Motorola Razr 2019 - but in Samsung's design (if this is indeed a Samsung phone) there is only a very small external display for notifications - which looks to be a white PMOLED.

Researchers from Samsung's Advanced Institute of Technology (SAIT) developed a new method to increase the efficiency and lifetime of self-emissive Cadmium-free quantum dots. The researchers used Indium Phosphide QDs in a new structure that prevents oxidation and energy leaks and also absorbs current faster.

The researchers say that the new structure enhancements increases the internal quantum efficiency to almost 100 (the EQE reached 21.4%) while increasing the lifetime to a million hours (at a high brightness of 100 cd/m²). The maximum brightness is 100,000 nits. This performance is comparable to Cadmium-based QDs.