Competing technologies - Page 1

RiTDisplay sees lower PMOLED sales, shifts focus to micro LED displays

Taiwan-based PMOLED display maker RiTDisplay's CEO says that the company's PMOLED sales has been affected by e-cigarette bans in the US, and the company is now shifting its focus to develop micro LED displays (and also mini-LED ones). RiTDisplay's revenues in 2019 to date, $47.1 million USD, decreased 32.4% compared to last year.

PlayNitride high-brightness high-density passive-matrix wearable Micro-LED prototype (SID 2019)

In May 2019 RiTDisplay announced a strategic partnership and share swap with Taiwan-based MicroLED developer PlayNitride. As part of the partnership, RiTDisplay gained access to PlayNitride's technology and is able to produce and sell micro-LED panel based on this technology and IP.

Panasonic to halt all LCD panel production by 2021

Panasonic announced that it will stop all LCD panel production by 2021. Panasonic already stopped producing LCD TV panels in 2016, and current produces LCDs for automotive and industrial markets.

Panasonic GZ950 OLED TV photo

Panasonic says that even though its panels are highly regarded for their quality, the continuation of the business is enviable, as there is a "tougher environment" in the global market.

Taiwan's Chunghwa Picture Tubes filed for bankruptcy

In September 2019, CPT (Chunghwa Picture Tubes) filed for bankruptcy - as the company could not repay its debt.

CPT was established in 1971 in Taiwan and was a CRT and LCD display maker. In 2012 CPT started to develop AMOLED technologies and the company established a small-size experimental line. Later on CPT actually started to produce AMOLEDs in low volume, and also developed flexible OLED technologies.

Samsung releases a video to help you find burn-in marks in your OLED TV, suggests a switch to QLED

Samsung released a short video that may help you find burn-in marks in your OLED TV. The video should be run on your OLED TV, and it shows a red image that will (according to Samsung) show visible marks if there are any issues in your TV.

If you did find such marks - Samsung suggested to contact a service center - or switch to one of its QLED LCDs... I wonder if this is a mart marketing move as Samsung itself is now committed to OLED TV technology and will start producing QD-OLEDs in 2021. Samsung is probably hoping that no one will remember this video by then...

DSCC: OLED panel revenues to reach $46.2 billion in 2023, lowers its OLED TV forecasts

DSCC says that OLED panel unit shipments will reach 1.06 billion by 2023. The growth will peak in 2020 (with a 27% unit growth and 25% revenue growth from 2019). Overall revenues for OLED panels will grow from $26.5 billion in 2018 to $46.2 billion in 2023.

OLED display area production by application (2017-2023, DSCC)

DSCC says that it lowered its OLED TV forecast for 2020-2023, as LGD is delaying both its Guangzhou 8.5-Gen fab ramp up and its P10 10.5-Gen line by one year. New LCD technologies, including dual-cell LCD and miniLEDs will also hurt the growth of the OLED TV market. DSCC further reports that LG Electronics will not be able to reach its 2 million OLED TV goal in 2019 - and have asked LGD to supply it with only 2.5 million OLED TV panels in 2020 (the original plan was to supply 3.5 million panels to LGE).

DSCC: OLED to overtake LCD production capacity for mobile applications in 2020

DSCC says that OLED mobile display production capacity will overtake LCD capacity in 2020, and will reach a 65% market share in 2025.

Mobile OLED vs LCD production (2016-2025, DSCC)

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.

JDI may convert its Hakusan Ishikawa LCD fab to OLED production

Japan Display recently secured a 80 billion Yen (around $740 million) bailout plan from the China-based Harvest Group, Hong Kong-based activist investor Oasis Management and an unnamed JDI customer - which is likely to be Apple.

In August 2017, Japan Display announced a last-resort strategic focus on OLED displays as the Japanese display maker failed to shift to OLED displays in time. JDI now announced that it is extending the shut-down of its Hakusan Ishikawa LCD fab due to slow demand for LCD displays from Apple. JDI is talks with the Harvest Group to convert the fab to OLED production.

Apple announces its 2019 iPhone and Watch lineup

Yesterday Apple announced its 2019 iPhone and Watch Lineup - with all the devices but one with OLED displays. We'll start with the iPhone 11 Pro which uses a 5.8" notch-type 2436x1125 (458 PPI) AMOLED display and features Apple's latest A13 Bionic chip, 64/256/512GB of storage, a triple camera setup, HDR, FaceID - and is water and dust resistant.

Apple iPhone 11 Pro photo

The iPhone 11 Pro Max is quite similar, but it offers a bigger display - a 6.5" 2688x1242 AMOLED (same PPI - 458). Both phones will ship on September 20. The iPhone 11 Pro starts at $999 while the iPhone 11 Pro Max starts at $1,099.

LG: our latest OLED TVs are much more entertaining than an LCD TV from 6 years ago

LG Electronics performed an interesting test comparing an OLED TV to an LCD LED TV to analyse the physical and emotional responses of viewers. The test was done on identical twins in the UK (Henry and William Wade), which viewed a Game of Thrones episode on LG's OLEDE9 TV and an 2013 LG LCD LED TV.

LG used Realeye's AI platform to analyse the facial expressions, head movements and body language of the twins, in addition to their hear rate. LG says that the test revealed that its OLED TV held 25% more attention than its 2013 TV, and that happiness was three times higher. The LG OLED TV provided a 15% more intense experience from a positive emotional standpoint.